Bitcoin just closed September green. that has happened 6 times in Btc's history. Every time btc has closed Sept green it has gone on to gain an avg of ~51% in Q4
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US hyperscalers are about to unleash an unprecedented capex wave.
From 2022β24, theyβve already spent $477 billion on data centers. But between 2025β27, that number is expected to more than double to $1.15 trillion, per Morgan Stanley.
The math is staggering: global data center spend could hit $2.9 trillion through 2028, including $1.6T on chips/servers and $1.3T on infrastructure like real estate, power, and build costs.
That means investment needs of over $900 billion in 2028 alone. For context, the entire S&P 500 combined spent ~$950 billion in capex in 2024.
The macro impact is just as large. Economists estimate data center and power-related spending could add up to 40bp to US GDP growth between 2025β26.
Donβt stay bearish on markets until capex growth slows significantly and right now, it doesnβt look like thatβs happening.
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From 2022β24, theyβve already spent $477 billion on data centers. But between 2025β27, that number is expected to more than double to $1.15 trillion, per Morgan Stanley.
The math is staggering: global data center spend could hit $2.9 trillion through 2028, including $1.6T on chips/servers and $1.3T on infrastructure like real estate, power, and build costs.
That means investment needs of over $900 billion in 2028 alone. For context, the entire S&P 500 combined spent ~$950 billion in capex in 2024.
The macro impact is just as large. Economists estimate data center and power-related spending could add up to 40bp to US GDP growth between 2025β26.
Donβt stay bearish on markets until capex growth slows significantly and right now, it doesnβt look like thatβs happening.
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BREAKING: US TREASURY EXEMPTS BITCOIN & CRYPTO FROM 15% CORPORATE MINIMUM TAX.
BULLISH
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BULLISH
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β‘2
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BBC on climate change: Trees are losing their ability to soak up carbon
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NEW - British Transport Police say they wont investigate or look at CCTV if car or bike is stolen from train station, 2 hours after the crime, saying "the policy gives the forces more time to patrol stations and trains and to investigate the crimes which cause the most harm."
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JUST IN - Image of suspected attacker outside the synagogue in Manchester
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BREAKING Trump to meet budget chief to push US shutdown cuts
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GRETA ASKS FOR HELP: βMy name is Greta Thunberg . I'm a citizen of Sweden. If you are watching this video, I have been abducted and taken against my will by Israeli forces.
Please tell my government to demand my and the others' immediate release.β
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Please tell my government to demand my and the others' immediate release.β
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Ex-investment banker issues warning about the dangers of approving Digital ID
"You don't get your vaccine this month, they're going to turn off your money⦠They're going to dictate all of your health and food policies to you."
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"You don't get your vaccine this month, they're going to turn off your money⦠They're going to dictate all of your health and food policies to you."
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Q4 is usually strong for Bitcoin in bull markets.
Last year was no exception: the biggest ETF inflows of the year happened in Q4, helping Bitcoin surge from $60K to above $100K.
If flows pick up again, our model points to Bitcoin rallying above $135K by November.
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Last year was no exception: the biggest ETF inflows of the year happened in Q4, helping Bitcoin surge from $60K to above $100K.
If flows pick up again, our model points to Bitcoin rallying above $135K by November.
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π₯2
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Charlie Kirk talks about the connection between Hillary Clinton, Barack Obama and Marxist Saul Alinsky
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Russian intelligence services prepared a series of terrorist attacks in Poland
According to sources in Polish law enforcement quoted by Gazeta Wyborcza, Russian intelligence services planned a series of terrorist acts on Polish territory in which drones were to drop explosives on critical infrastructure facilities.
Agents from Poland's Internal Security Agency (ABW) detained several suspects involved in preparing the sabotage, including a courier who delivered 1.4 kg of TNT and drone components from Lithuania and Germany.
The explosives found in his possession were stored in canned corn jars.
The detainee told investigators that he had dug up explosives in cemeteries - at locations indicated to him by Russian handlers. He was then supposed to hide the jars in a cache near the Polish city of ΕΓ³dΕΊ.
As Gazeta Wyborcza notes, this gave intelligence services reason to believe that a network of such caches may have been created across Europe.
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According to sources in Polish law enforcement quoted by Gazeta Wyborcza, Russian intelligence services planned a series of terrorist acts on Polish territory in which drones were to drop explosives on critical infrastructure facilities.
Agents from Poland's Internal Security Agency (ABW) detained several suspects involved in preparing the sabotage, including a courier who delivered 1.4 kg of TNT and drone components from Lithuania and Germany.
The explosives found in his possession were stored in canned corn jars.
The detainee told investigators that he had dug up explosives in cemeteries - at locations indicated to him by Russian handlers. He was then supposed to hide the jars in a cache near the Polish city of ΕΓ³dΕΊ.
As Gazeta Wyborcza notes, this gave intelligence services reason to believe that a network of such caches may have been created across Europe.
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BREAKING: Silver prices have NEVER ended higher after this:
The daily RSI on silver has officially exceeded 82 for the first time since 2020.
This has only happened 5 times since 1987, and silver ended lower 9 months later in 100% of cases.
Is silver nearing its top?
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The daily RSI on silver has officially exceeded 82 for the first time since 2020.
This has only happened 5 times since 1987, and silver ended lower 9 months later in 100% of cases.
Is silver nearing its top?
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BREAKING: $3.6 TRILLION JPMORGAN SAID BITCOIN IS UNDERVALUED COMPARED TO GOLD AND CAN HIT $165,000
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