0xturbanurban
@0xturbanurban
@MonacoTrading | Ex @GSR_io and @GoldmanSachs | Crypto/derivatives tinkerer, connoisseur of dark humor and math | Opinions mine | telegram: @turbanurban
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The hyperscalers are becoming the largest independent power producers across the continent. No wonder "compute" is behaving like a commodity 👇
The S&P is hitting ATHs, and call skew, which reflects the relative cheapness/expensiveness of buying upside insurance, is still trading at the highest its been in 2y.
Why? Largely a result from folks waking up and realizing how under-exposed they are to AI adoption.
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