Postskirax in # btc • 15 hr. ago • 1 min readSince 2021, we got:Since 2021, we got: -Spot ETF approvals -A pro-crypto President -Pro-Crypto SEC chair -The Fed finally ending QT -The Clarity Act advancing to the Senate Banking Committee -Banks now offering crypto services -Michael Saylor buying BILLIONS worth of #BTC -Bitmine now holding $11.5 BILLION worth of #ETH Yet the total crypto market cap…kirax in # data • 3 days ago • 1 min readUS data center construction spending has now topped a $50B annualized rate, driven by AI Infra demandUS data center construction spending has now topped a $50B annualized rate, driven by AI Infra demand From March 2022 to March 2026, data center construction spending surged 336%, from ~$11B to ~$50B Over the same period, general office construction fell 34%, from $65B to ~$43Bkirax in # blog • 1 mo. ago • 1 min readThere is now more than a 70% chance of a rate hike by the end of the year 2026kirax in # blog • 1 mo. ago • 1 min readThe performance gap within tech stocks is at historic levels:The performance gap within tech stocks is at historic levels: The top 20% of US tech stocks have outperformed the bottom 20% by ~120 percentage points over the last 3 months, the 2nd-highest reading in history. By comparison, this difference peaked at ~135 percentage points during the 2000 Dot-Com Bubble. This spread has QUADRUPLED over…kirax in # bitcoin • 1 mo. ago • 1 min readThis is Bitcoin priced in non-USD global currency.This is Bitcoin priced in non-USD global currency. It's a gauge adjusting for the DXY... it isn't perfect. But it isn't a bullish chart, in and of itself. The invalidation would be a breakout above the May 2026 highs.kirax in # blurt • 2 mo. ago • 1 min readtesttest
