Nick Jackolson

Space-DePIN no es una watchlist de tickers espaciales. Es una tesis de infraestructura en capas: cada capa resuelve un problema distinto del mismo sistema. Hilo 🧵

Failure of the "Freedom" project / The Strait of Hormuz remains under Iran's control 🔻 According to verified data from international maritime analytical centers, over the past 24 hours the Strait of Hormuz remains fully under Iran's control, and the American project "Freedom" has failed. 🔻 While the US Navy yesterday announced the creation of a new safe corridor for ships passing through the Strait of Hormuz, according to satellite maritime tracking data not a single ship has used this route, and the information about the alleged passage of the Maersk ship has still not been officially confirmed. 🔻 The HFI Research Institute, which analyzes oil and gas markets, in response to US actions, stated: not a single ship is even trying to check the possibility of passing through the Strait of Hormuz. 🔻 Moreover, according to maritime monitoring data, over the past 24 hours, when, according to US statements, the operation to "open" the strait began, at least three ships associated with Iran - "Darya", "NOOH GAS" and "XAVIA" - successfully passed through the Strait of Hormuz.

Geoinvestor

📐 FINAL THOUGHT Most investors ask: “What’s going up?” We ask: “What cannot not exist in 10 years?” Chips. Electrons. Metal. Food. Optionality. That’s the portfolio. Not a trade. An architecture. $NVDA $TSM $ASML $CEG $GLD $FCX #AI #Commodities #EnergyTransition #MacroInvesting #PortfolioStrategy

Most retail investors are building portfolios around stories. We’re building one around physics. 🧵 A thread on how we think about capital allocation in a world being physically rewired: — ⚡ THESIS: The next decade isn’t about picking the right stock. It’s about positioning at the intersection of 5 irreversible physical realities: 1.Computation demands electrons 2.Electrons require infrastructure 3.Infrastructure requires materials 4.Materials require food systems to sustain the humans building all of this 5.Optionality requires liquidity That’s not a theme. That’s a system. — 🖥️ PILLAR 1 — THE COMPUTE STACK AI doesn’t run on hype. It runs on silicon, photons, and copper. We want exposure to every chokepoint in that chain: •The chip designer with the monopoly on GPU architecture •The only foundry on earth that can fabricate at 3nm scale •The machine that makes that foundry possible — the sole manufacturer of EUV lithography equipment on the planet •The connectors, SerDes, and networking fabric that moves data between chips at hyperscale speed •The distribution layer with 2.5B end users that captures 30% of every AI transaction it touches •The cloud+TPU stack that doesn’t depend on any of the above to run inference Not a bet on AI. A bet on the physical layer AI cannot exist without. — ⚛️ PILLAR 2 — FIRM ELECTRONS The single most underappreciated constraint in the AI buildout isn’t chips. It’s power. Data centers don’t run on solar panels at 2am. They need firm, dispatchable, always-on electricity. We want: •Nuclear operators with signed PPAs to hyperscalers •Gas pipeline infrastructure carrying 1/3 of US natural gas throughput •Renewable transmission with decades of contracted cash flow •Upstream uranium — because you can’t run a reactor without fuel Energy isn’t a sector. It’s the substrate everything else runs on. — 🥇 PILLAR 3 — MONETARY AND INDUSTRIAL METALS Two types of metal. Two different functions. Monetary metal: the asset governments can’t print. Industrial metal: the copper, silver, and steel that physically build the new world. We want: •Physical gold exposure — not as speculation, but as insurance against every scenario where the system does what it always eventually does •Copper — the metal of electrification, with supply that cannot respond quickly to demand •Specialty steel for US reshoring and defense infrastructure •Silver — simultaneously monetary hedge AND critical industrial input for chips, solar, and EVs •Royalty/streaming exposure — capturing metal upside without operational mining risk — 🌾 PILLAR 4 — FOOD SECURITY INFRASTRUCTURE The most overlooked pillar. You cannot have civilization without nitrogen, phosphorus, and potassium. N+P+K = every crop on earth. We want: •The oligopoly that controls global potash and phosphate supply •The nitrogen producer with structural cost advantage from cheap US natural gas •The agricultural machinery company whose autonomous technology moat compounds every season •Water and waste infrastructure with pricing power that survives any economic regime •Industrial powertrain + hydrogen — the energy transition for heavy equipment Food security is sovereignty. We want to own the inputs. — 💵 PILLAR 5 — LIQUIDITY AS A WEAPON This is the most misunderstood position in the portfolio. We hold a significant cash buffer — not because we’re bearish. Because optionality has asymmetric value. In a dislocated market: •The panicked investor sells •The structured investor buys Wealth doesn’t disappear in volatility. It redistributes. Liquidity isn’t dead money. It’s loaded ammunition

Thank you God, for opening my eyes.

「民間人やインフラを標的にすることは受け入れられません」 それは、そのとおりなんだが モディ首相は、未だ違法にイランを攻撃し罪のない小学生たちを殺害したアメリカとイスラエルを非難していません 各国の立ち位置を見ながら、発言の正当性は判断すべきでしょう

I salute the new Chinese Year of the Horse with Prosperity and Abundance

@elonmusk would you buy $ASTS. I think star link needs their pattented technolog.

This is Pepe main knowledge true Geoeconomics and Geopolitics

Windows is kinda cool @Microsoft

Maybe say Israel next time will be less explicit instagram.com/p/DXcy4rWDboM/…

Cognitive Wild West instagram.com/reel/DXdCWQ6kr…

I want more bearish cycle to enter 55-70 USD to compensate their cash burn - debt

The sovereign debt crisis may start in the Middle East. When Covid hit, the Gulf states issued huge amounts of debt. Iran is smarter than everybody in the West; they were attacking Gulf state production, as they knew that if they cannot sell the oil, they cannot pay the debt.

Not to mention the confidence market cycle will end in 2032 and it will start a new one making Chinese economy the new consumer economy model

Barbaria better pay attention. Mohsen Rezaee is a key member of the Iranian National Security Council,

Watch me 🔥🐢🇲🇽