⚠️ .io domain likely being phased-out (as were .cs & .yu) — 7 suggested steps 1. Avoid buying new #dotIO# domains 2. Run a .io service? Make & publicize a transition plan 3. Got an #indieweb# .io? Make a transition plan 4. Using a .io e.g. #GitHubPages#? …

The hyperscaler-led AI capex boom may eclipse dotcom mania, but a repeat of the crash of 2000 is unlikely, even if AI demand fails to match supply, argues ROI's @ReutersJamie

QUANTS--WE ARE IN A KOIZUMI TYPE RALLY: Nikko quants differentiate current Japan rally from dotcom rally, pointing to concomitant strength in Topix (bank-heavy) and momentum (growth names) in current (7/25-present) and Koizumi ('05-'06) rallies. Earnings-driven rallies are characterized by shallower drawdowns whereas multiple-expansion driven rallies have historically collapsed more rapidly and unpredictably.

FTX pays out again on July 31 About $900M in the fifth distribution. Dotcom customers take an incremental 9%, US customers 5%, general unsecured and digital asset loan claims 3% each. Convenience claims reach 120% cumulatively. Dotcom and US customers now cross 105% cumulative. More than whole, on paper. Paper is the catch. Claims are struck in November 2022 dollars, when bitcoin:native sat near $16,000. It's around $64K today.