Shanu Mathew
@ShanuMathew93
Energy Abundance, AI Power & Data Centers, NBA, & Rap posts. Background in equity & credit markets, startups, & IB. Personal views NOT employers. NOT advice.
Joined June 2019
1.9K Following 35.2K Followers
Amazing charts and analysis as always from Warren and team
"It's early days for 'tokenomics'. But, the general trend from all of our work suggests rising token prices and extremely strong compute demand."
Availability remains low and frontier token pricing is moving UP
Many misreading market index movement for compute pricing
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