Threading on the Edge
arndxtUnchained from the 9to5 hell; Dig into the depths for alpha
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 706 | Founded | 4 years ago | Last Issue | 6 days ago |
| Active | |||||
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threadingontheedge.substack.comLatest Issues
Is this the end of the AI trade
What a day in markets.
Earlier this week, the market was staring at a potential Korea-led VaR shock. KOSPI had sold off aggressively, volatility was exploding, and the pressure was concentrated in the same memory and AI infrastructure name...
Revenue vs volume: the new split in the AI model market
the chinese AI models are dominating, along with the obvious split of the AI model market into 2 very different games
the first is revenue
the second is volume
OpenAI, Anthropic and Google still dominate revenue because enterprises buy t...
The Solana Neobank Stack is Splitting by Use Case
the solana neobank stack is splitting by use case
KAST owns global stablecoin cards
Jupiter owns DeFi-native finance
Revolut owns mainstream fintech access
$SURF is different and its the only one that lets you own the bank tha...
The Underappreciated Bull Case for $HYPE
another underappreciated angle for $HYPE is regulation.
so i compared it with the chart of $MU, that also explains why $HYPE is starting to track US equity momentum more closely.
if semis, memory, AI infrastructure, and pre-IPO narratives...
The effects of Yen rate hike on Bitcoin
bookmark this and revisit this post next week
i’ve talked about japanese yen being the funding currency everything in the world right now including our AI boom
however, that itself is a double edged sword, japan will be one of the...
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Sleeping within the depths...
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