SerBera.🐻⛓️
4.6K posts


US 30yr yield above 5% which has been a defacto “line in the sand” as geopolitical tensions rise again
With US yields creeping higher, BTC also creeping higher is an interesting dynamic
Bitcoin remains the ultimately hedge against the failure of a dollar based, credit driven fiat system
Of course, yields will be artificially suppressed, and currency will be the escape valve - BTC understands this
Gold should also be benefitting but the biggest buyers (central banks and sovereign wealth funds) currently need to raise cash balances so sell reserves (which happen to be gold and US treasuries)
Equities meanwhile remain under positioned so dips get bought
The “TACO” will of course arrive but a lot of collateral damage continues to be done and markets will increasingly look to diversify portfolios towards non-sovereign, borderless assets
$78k now flips as support
$85k now a massive level - still a lot of supply to digest as we meet STH cost basis so it’s a patient grind higher
Super constructive price action here though
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This weekend I’m researching sub-$2B names in my “Physical AI” & “Power Grid” buckets because I’m still very underexposed to both themes.
All portfolio performance & transaction data have been independently validated by an independent third party:
savvytrader.com/StockSavvyShay…
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I added three new positions to the Growth Portfolio this week with one going into my “Power Grid” bucket and two going into my “Drones” bucket.
Any guesses which names?
Here’s the updated portfolio exposure:
• AI Hardware | 24%
• Space Economy | 18%
• Digital Platforms | 15%
• Healthcare | 11%
• Physical AI | 9%
• Drones | 8%
• AI Power | 6%
• Quantum | 6%
• Power Grid | 1%

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SerBera.🐻⛓️ retweetledi

The @btc faucet is a temporary, promotional drop designed to educate users on self-custody. Limited funds available, one claim per @tether.me user. ⚡
Read the full T&Cs at wallet.tether.io/giveaway-2026-… before participating!

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@Trader__E Worth having a look at $GLXY. Data centre play still valued as a crypto only firm. 800mw contracted to coreweave with 133mw due to come online in H1. 830mw approved and looking for a client. 1.9gw to still be approved.
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@TylerDurden Hopefully pretty well. It's my stack excluding eth.
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Fact: $IREN has 2 of the largest data centers on the planet: Sweetwater (2GW) and Oklahoma (1.6GW).
It’s the only neocloud that is competing with Mag 7, $OpenAI, $ORCL, and $xAI.
I am not aware of any other companies that have +1GW data centers in one place.
$CRWV & $NBIS are doing their best to follow $IREN.
The fact is that data centers buildout process is extremely hectic and complicated that it would take new players like $NBIS years from owning the land to operating the data center, it just shows how $IREN has been a head of the herd for HPC since 2018.
It’s shameful to compare $NBIS with $IREN for just building small scale data centers when the latter business model was built originally on HPC and data centers as the future. $NBIS had to wait until 2026 to expand a 25MW to 75MW.
You see the gap!!
The Tech Investor@TheTechInvest
$NBIS is at least 4 to 5 years behind $IREN and $CRWV in data center buildout experience. $IREN started building data centers at scale 2 years after it was founded based on a long term vision that the future is for HPC and data centers. $NBIS started late 2024. One of $NBIS strongest moats per its shareholders is the software side. One of $IREN strongest moats is the HPC at scale build out experience since 2020. I would bet on hardware as a foundation for the AI revolution over Software.
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