Carmen Li(@carmenli):The bubble debate is a distraction. Compute already has natural longs, natural shorts, speculators, a forward curve, and benchmarks. What it doesn't have yet: standardized contracts and deep hedging venues. The connective tissue every other commodity figured out 50 years ago. That gap is what's actually pricing risk in the market right now. David Friedman, Dmytro Lokshyn and I are going deep on it next Thursday. Thursday, May 7, 2026 — 12:00 PM ET (9:00 AM PT) Live online via Zoom Link:

Carmen Li

@carmenli

Dual CEO of Compute Exchange and Silicon Data, ex-Bloomberg, ex-DRW

Joined April 2009

330 Following 4.9K Followers

Carmen Li@carmenli

2026.04.30 16:27

The bubble debate is a distraction. Compute already has natural longs, natural shorts, speculators, a forward curve, and benchmarks. What it doesn't have yet: standardized contracts and deep hedging venues. The connective tissue every other commodity figured out 50 years ago. That gap is what's actually pricing risk in the market right now. David Friedman, Dmytro Lokshyn and I are going deep on it next Thursday. Thursday, May 7, 2026 — 12:00 PM ET (9:00 AM PT) Live online via Zoom Link: