ガブングル
1.2K posts
ガブングル
@kutsumigaky
東京生まれヒップホップ育ち、悪そな株は大体トモダチ/投資歴=年齢 #日本株 #投資
ビットコインマイナーは、エネルギーと技術のちょうど間に位置している。彼らは膨大な電力を消費してデジタル資産を生み出す。エネルギーコストが急騰し、AIのマージンがマイニングを上回ると、彼らは二者択一に直面する：マイニングを続けるか、電力インフラをAIに転換するか。 彼らはAIを選んだ。
BREAKING: The Iran war has inverted the stock market. The companies that build the future are now cheaper than the companies that burn the past. And the Bitcoin miners who sit between both sectors are the bridge that proves it. The S&P 500 Information Technology sector is trading at a forward P/E premium of just 4 percent to the broader market per Bloomberg and CoinShares. That is the lowest since January 2019. Down 32 percentage points since October 2025. The Magnificent 7 are on track to trade cheaper than the S&P 500 for the first time since 2017. At the June 2024 peak, tech traded at a 47 percent premium. In nine months, the war and the energy shock erased it. Meanwhile energy trades at a 28 percent premium. Financials at 12 percent. Healthcare at 8 percent. The sector that powers artificial intelligence is now valued lower relative to the market than the sector that pumps oil. The catalyst is the Strait of Hormuz. Oil and gas prices surged 30 to 45 percent. Qatar’s LNG capacity fell 17 percent for up to five years. Helium prices rose 20 to 30 percent because Qatar supplies 30 percent of the world’s helium, the gas that cools the quantum chips and semiconductor fabs that AI depends on. Every dollar of energy cost increase hits tech margins directly: data centre operating costs rose 15 to 25 percent per CRU Group. The war taxes the future to subsidise the past. And here is the trans-domain connection that makes this the most important market signal of 2026. Bitcoin miners sit exactly between energy and technology. They consume massive electricity to produce a digital asset. When energy costs spike and AI margins dwarf mining, they face a binary choice: keep mining or convert their power infrastructure to AI. They chose AI. Marathon sold 15,133 Bitcoin for $1.1 billion in March per SEC filings. Core Scientific liquidated its entire treasury and secured a $500 million Morgan Stanley loan for AI construction. Bitdeer went to zero holdings. IREN exited Bitcoin reserves and deployed 23,000 NVIDIA GPUs with a Microsoft contract. Collectively, public miners sold over 15,000 BTC from peak treasuries per CoinShares Q1 2026. The miners who produce Bitcoin at $57 to $129 per megawatt are selling it to build AI infrastructure that earns $200 to $500 per megawatt. The entities closest to Bitcoin’s monetary properties have decided that compute is the superior use of electricity. That is not a trade. That is a verdict. And while the producers sell, the collectors buy. Strategy added roughly 15,000 BTC in Q1. BlackRock’s IBIT absorbed $1.9 billion in March inflows. The difficulty adjustment rewards the pure-play survivors. Bitcoin’s price holds because scarcity still commands a premium. But its production economics are being consumed by the same energy shock that makes AI the better investment. This is the great rotation. Tech compressed from 47 percent premium to 4 percent. Energy expanded to 28 percent. Bitcoin miners migrated from one side to the other, selling the digital asset to build the physical infrastructure. The war did not crash the market. It inverted it. The future got cheaper. The past got more expensive. And the miners who understand energy better than anyone on earth chose the future. April 6 is eight days away. The rotation will not reverse until the strait reopens. Full analysis - open.substack.com/pub/shanakaans…
BREAKING 🚨: UBS UBS Bank has stopped withdrawals from its nearly $500 million real estate fund for up to 3 years 👻😱🚨 Blue Owl, BlackRock, Blackstone, Apollo, UBS... who's next?
BREAKING: Anthropic accidentally leaked its next AI model and it just wiped out $14.5 billion from cybersecurity stocks in a single day. Claude Mythos was accidentally stored in a publicly accessible data cache and discovered before Anthropic could announce it. The model showed dramatically higher scores on cybersecurity tests, meaning AI can now detect and respond to threats at a level that traditionally required entire teams of security professionals and expensive enterprise software. Investors immediately started pricing in the question nobody in the industry wants to answer: if an AI model can do this, why does anyone need CrowdStrike? And the market answered immediately: - CrowdStrike is down 5.85%, wiping out $5.5 billion. - Palo Alto Networks is down 6.43%, wiping out $7.5 billion. - Zscaler is down 5.89%, wiping out $1.35 billion. - Tenable is down 9.70%, wiping out $185 million
10年前にホリエモンが失った2億円のETHを ハッキング世界一の技術者が復旧したというドラマチックなニュース しかし、その裏には不可解な点がいくつも存在します ・復旧の証拠なし ・存在しない世界大会 ・サトシの12兆円BTCも復旧可能 ・スマホで暗号解読するアプリと連携 これ、やらせでは？
Z世代なので評価はいつも一番上で出してる😊❗️ 一番上で出されると、わざわざ下げる理由を考えるのが面倒なのか、そのまま一番上の評価で返ってくる率が高い😌✨
Introducing TurboQuant: Our new compression algorithm that reduces LLM key-value cache memory by at least 6x and delivers up to 8x speedup, all with zero accuracy loss, redefining AI efficiency. Read the blog to learn how it achieves these results: goo.gle/4bsq2qI
わたし経由で頼んでもらえれば、 「着手金一切なしの、成功報酬45%」 でやってくれるそうです！
