VanEck
@vaneck_us
Asset manager founded in 1955. We make ETFs & more. Tweets by vaneck intern™🪶 Interactions ≠ endorsements. Disclosures:
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VanEck is proud to invest in @CrusoeAI's Series F financing round. This round values Crusoe at $30.9 billion and provides additional capital to continue delivering high-performance compute infrastructure across the AI ecosystem.
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sales is calling this a warm lead for bitcoin @matthew_sigel
Major yield spikes can structurally lock in higher borrowing costs for years - this is a lesson both from EM and the U.S. own history. Net interest outlays in the U.S. can surpass the 1980/90s peak (as % GDP) - even with much lower yields - because the debt/GDP ratio skyrocketed
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guys what do we do if AGI is also kind of dumb
weekend reading for investors underwriting the AI power trade:
who controls the scarce megawatts, what are they worth, and where is the market mispricing them? @matthew_sigel @Patrick_Bush_VE
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VanEck is happy to sponsor HOOD Summit '26
if you’re going, which merch should we bring? @RobinhoodApp
the Fed is hiking again
can stocks keep climbing?
hear from @janvaneck3 and an impressive lineup at @adamtaggart Thoughtful Money conference, “The Year of Uncertainty: Forecasting 2027,” presented by VanEck
get your ticket:
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apparently our gold digger hats at @FutureProof_HQ are another hot commodity
the new hot commodity is commodities
the new hot commodity is commodities
the outlier is the debt
The 10-year U.S. Treasury yield may be hitting its highest level in years, but it remains a “mere” one standard deviation from the multi-decade trend, which is far from historically extreme territory
@EricFine123
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being a normal person trying to form an opinion about AI
Monday: we may have summoned a superintelligence with a 10% chance of ending humanity
Wednesday: relax. it’s basically just a productivity tool
Thursday: experts baffled by the public’s inability to develop a nuanced view of AI
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AI data centers resulting in lower electricity prices for consumers
I’ve listed to this 3-4 times already. So many insights and different perspectives on the Civil War. @vaneck_us
Now I finally know what the monitor stand was made for:
VanEck Pengu Department HQ. 🐧
@pudgypenguins @vaneck_us
@pudgypenguins our penguin pfp holding period is measured in decades
heads: fiscal. tails: dominance
any productivity gains from AI have been fully offset by authenticator apps
This looks awesome. How do I get my hands on a set of these ?
Excited to announce our investment in @Silicon_Data.
As compute spend scales into the trillions, standardized, trusted pricing data becomes core infrastructure for how the entire market operates.
The market is taking shape fast, with their indices going live on October 5th with @CMEGroup as the backbone of the first ever compute futures market.
Compute is becoming its own asset class and we couldn't be more excited to partner with @carmenli and team.
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Announcing our investment in
@Silicon_Data
