One to watch is CDS volume for chips and hyperscalers is exploding as CAPEX spending soars.
Nice one in @dailychartbook yesterday.
Hyperscaler CDS = ORCL, META, AMZN, GOOGL, MSFT, SPCX
Chip CDS = AVGO, AMD, NVDA
Preparing the hands-on workshop for @superteamth
Since @metaplex crushed their first-ever superteam Thailand workshop last week (nice one @tonyboyletweets 🫡)
We're up next:
How to Ship without getting Hacked
After IslandDAO we decided to explore some more of the amazing Thai islands 🏝️
Enjoying island life while building @ProofOfExploit
Our next stop ➡️ Bangkok
See you there @themoe@withmewtwo@seeksahib
Call out good charts when you see them - big fan of the bolding the 3-month average here but keeping the faded monthly spikes.
Gives the focus + the context. Nice one @ernietedeschi
from @stripe's