1/ AI, Crypto, and America. A new framework to match new realities. My essay for @collab_currency. https://t.co/olJNOcrcEx

General thought process 1. AI data centers are enormously expensive and one of the hottest areas of debt financing 2. Debt financing requires predictable payouts 3. The most predictable payouts are generated by addicted customers or government contracts 4. Very few real world... See more