The Railway Bubble vs. the AI Bubble

Everyone is trying to put the massive AI spend by technology companies into context. The easiest historical analogies are the telecomm buildout in the 1990s dot-com bubble and the railway bubbles of the 1800s. Each period was defined by excessive infrastructure spending, investor euphoria, and bubbles that popped but still had lasting positive effects. I’m […]

16 mins read

My medium term Bitcoin bear thesis – and why this winter could be the shortest yet

For all the talk that this cycle is somehow “different,” the structure of Bitcoin’s market still looks unmistakably cyclical to me. Each top brings the same chorus claiming the cycle model is dead, and each cooling phase renews the idea that liquidity alone now sets the trajectory. But the evidence keeps pointing the other way. […]

10 mins read

New Bitcoin ‘top signal’ is in – The bear market indicator you hate to see

Are crypto IPOs the most accurate top signal, or just a tell investors keep retesting because it feels true during late-cycle heat? The tape offers a clean cluster to examine. Coinbase’s direct listing arrived on April 14, 2021, the precise day Bitcoin set a then record near $64,000. Stronghold Digital Mining priced its IPO on […]

5 mins read

Inside his leveraged crypto liquidation meltdown

Andrew Tate deposited $727,000 into Hyperliquid over the past year, took no withdrawals, and lost the entire stack through a relentless series of leveraged liquidations that culminated on Nov. 18, when his account hit zero. Per Arkham’s on-chain ledger, even the roughly $75,000 in referral commissions Tate earned from bringing traders onto the platform was […]

8 mins read

Simplifying Server Management With AI And Automation — Smashing Magazine

Server chaos doesn’t have to be the norm. AI-ready infrastructure and automation can bring clarity, performance, and focus back to your web work. If you build or manage websites for a living, you know the feeling. Your day is a constant juggle; one moment you’re fine-tuning a design, the next you’re troubleshooting a slow server […]

7 mins read