Dispersion Is Exploding While Main Street Reaccelerates | Weekly Roundup
Episode publishedPodcast: Forward GuidanceForward Guidance
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The AI CapEx spending is not going away tomorrow, but the the expression is still the same. Sell what they're selling, all of their securities, and buy what they're buying, all of the bottlenecks.
It's the people are reaching for real things that have fixed supply constraints. Whereas for the past two decades, we've all gone on one side of boat, which is like the fintechs, the cloud computing, the online retail. The the boat's completely flipping right now. Before we get started, a quick reminder that Blockworks' premier institutional conference, the Digital Asset Summit, is returning to New York City this March. This year represents more than $4,200,000,000,000 in assets under management with a 150 speakers and 750 institutions attending. Speakers include SEC chair Paul Atkins, CFTC ch
Quinn got a freshie. He got a nice high and tight.
Did. Nice. There's a little bit of a language I had to find a new place, and there's a bit of a language barrier, so fave got misinterpreted. Just started going.
Dude, that happened to me. I lived in Miami in 2008 and they used to give me the Hispanic guy haircut. I don't care.
Just roll with it. Just shame
it. Just shame it, bro.
I know. I was I was debating, then I was like, no. Wanna keep growing it. But I was like, they got to know some pasty white guy like me does not look as good as them with a super tight fade. Like, you got to cut me some slack.
Do less, bro. Do less.
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