Jensen Huang: Bitcoin is "taking excess energy and storing it as a new form called currency and you take that currency wherever you’d like."
"And so you took energy from one place and now you transported it everywhere.”
Gold still matters, but Bitcoin’s properties make it the stronger monetary asset in a shifting global regime.
"Bitcoin fulfills those properties better than gold it's more verifiable it's more transportable it's more divisible." - (infraa_)
As politics and populism rise, even where you live becomes a risk, and traditional assets look less safe.
"Where you live could determine whether or not you live or die over the next decade." - (infraa_)
Young, digitally native Americans aren’t buying gold, and will increasingly think about Bitcoin beyond dollars.
"The young people I know, they all know what Bitcoin is." - (infraa_)
In a more restrictive and polarized world, Bitcoin is the most portable form of wealth.
"The single best way to transport your wealth is to memorize 12 words." - (infraa_)
Trump 8 days ago: "If Canada can get a trade deal with China, they should do that."
Trump today: "If Canada makes a deal with China, it will immediately be hit with a 100% tariff."
TFTC 707 w/ (Infranomics): "It was a six sigma event, a 35 basis point move in Japan's long end rates in a single day. On par with the Liz Truss moment when Britain's bond market completely imploded."
We discuss:
⚡ Japan Bond Market
⚡ US Treasury Implications
⚡ Yen Carry Trade
Stephen Miller tells Fox News that President Trump has secured a "framework" deal giving the U.S. expanded access to Greenland's strategic assets at no direct cost.
President Trump says he’s been briefed on a record cold wave and historic winter storm expected to hit much of the U.S. this weekend, with FEMA coordinating with state and local officials.
The Senate Agriculture Committee released updated amendments to its Digital Commodity Intermediaries Act draft, advancing CFTC oversight of digital assets ahead of a key markup on January 27, 2026.