

Сrypto Gentlemen
1.5K posts





Free newsletter: The AI industry is lying to you about its progress and scale. Only 5GW of data centers are under construction globally, it takes 6 months to turn on a single quarter's worth of NVIDIA GPU sales, and LLM code is actively breaking big tech. wheresyoured.at/the-ai-industr…


$JPY, UK 10y and 30y yields, US Treasury 10y and 30y yields are all hoovering around levels won’t tolerate for much longer. Marching orders to central bankers are still to cut rates and keep financial conditions loose while wars are inflationary especially those causing broad supply chain disruptions The whole market is a ginormous powder keg that can blast at any time, governments cannot have their cake (stocks must always go up) and eat it too (cap the cost of ballooning public debt). Something has to give and such an incredible distortion cannot stay in place forever without massive damages to one corner or another of the global economy. Putting all together all points towards a brewing massive spike in volatility followed by a severe inflation fallout. I will position myself accordingly.












