TheInvestor

bitcoin

At this moment, there are only $20 billion in orders allocated believing that BTC will rise and $85 billion allocated for its fall.

When there is overconfidence on one side, Bitcoin tends to surprise and go in the opposite direction.

In other words, historically, an excess of short positions is a good thing.

But with tensions in Iran escalating (more weaponry, planes, military exercises every day), I've found it difficult to believe in a local pullback.

What do you think? Is there something I'm missing that could act as a catalyst?


![](https://m.stacker.news/131058)

$20B longs vs $85B shorts in BTC

Stacker_Sports

![](https://m.stacker.news/130862)

![](https://m.stacker.news/130864)

Ways to encourage a sport 👇

Stacker_Stocks

That's crazy! The biggest bottleneck for AI isn't the chips, but energy (or its scarcity), and that's already showing up in electricity prices.

It took 20 years for electricity prices in the US to rise by 68%. Then, it only took 5.5 years for a 40% increase.

![](https://m.stacker.news/130696)


And that's no coincidence. The IEA says the world has entered the "Electricity Age" after years of slow growth.

Between 2025 and 2030 alone, global demand is expected to grow by something like ~5,500 TWh. Now comes the question: who is driving this?


The obvious answer is: USA, China, and India. But there's a new "black hole" of demand that's growing too fast:

DATA CENTERS

According to the IEA, they consumed ~415 TWh in 2024.
And they could reach close to ~945 TWh by 2030.
That's almost double. By 2035 it should triple.


In the US, data centers have become the number one industry.

The biggest increase in electricity demand in the next decade isn't coming from industry. It's coming from AI.



The IEA projects that the annual increase in global electricity generation should be close to ~1,100 TWh/year in the coming years.

And most impressively: China accounts for ~40% of this growth. And most of it comes from solar power.



In the US specifically, the largest share will come from Nuclear (2026 and 2027), followed by Natural Gas (2028-2030).

![](https://m.stacker.news/130697)



And there's a detail that almost no one has noticed: data centers aren't in the middle of nowhere.

They're located near large cities. In other words, they start competing with residences for the same available electricity, causing prices to skyrocket.

That's where excellent transmission lines (grids) become necessary.



Today the global grid is old, congested, and lagging behind demand growth:

👉 The IEA says that more than 1,500 GW of renewable projects are stuck in the connection queue because the grid cannot absorb them.

👉 Grid investments need to be >US$600 billion/year by 2030 to keep up with demand.

👉 Without upgrades, the risk of overload, rationing, and blackouts increases. Not due to a lack of energy, but due to a lack of grid that delivers energy where it is needed.




If the grid doesn't keep up, approximately 20% of planned data centers could be delayed.

And the bottlenecks are already here:

• New transmission lines take 4 to 8 years in advanced economies
• Delivery time for transformers and cables has doubled in the last 3 years
• Gas-fired power plant turbines already have lead times of several years (many only after 2030)



And this is already having real-world consequences:

Overloaded grids + poor planning = blackouts.

This is what happened in the Spain/Portugal blackout in 2025.




And here comes the most important part: the grid problem is NOT just about building more lines.

The IEA says it's possible to unlock 1,200 to 1,600 GW of capacity in the short term just by improving the existing grid.

• 750 to 900 GW via "non-firm connections"
• the rest via technological upgrades (DLR, flow control, re-conductoring, etc.)
In other words: the bottleneck is engineering + regulation.

![](https://m.stacker.news/130698)



What is a "non-firm connection"?

It's basically this:

You get access to the network faster, but you accept an agreement where, during peak hours, the operator can temporarily reduce your load.

It's the fastest way to get data centers (and renewables) up and running before the physical expansion of the grid is complete.


And this is where the opportunity arises. The AI race won't just reward chips.

It will reward those who sell what's missing in the real world: transformers, cables, substations, circuit breakers, engineering, and construction.

The AI "boom" has become a super cycle of capital expenditure for the grid.


![](https://m.stacker.news/130699)




To address this topic, there are 3 very different "buckets," and these are already flying by 2026.

- Grid / electrification (equipment + engineering)

- Regulated utilities (capex with permitted return)

- Gas + midstream (firm energy for data centers)

Each reacts differently to interest rates, regulation, and growth.

![](https://m.stacker.news/130700)



This is the part that almost no one is pricing in:

AI has turned into a battle for physical infrastructure.

And that completely changes where the opportunities lie in the coming years.

AI is growing, electricity is soaring.

Why do you think the company went bankrupt?

![](https://m.stacker.news/130383)

If you had invested $10,000 in Beyond Meat in 2021, you would have $41 today.

Good news: Cocoa prices plummeting.

This is the topic of an article in today's New York Times.

Traders at Kalshi and Polymarket are outperforming economists in predicting unemployment, inflation, interest rates, and even who will be the next nominee to lead the Fed.

And this applies to other sectors, such as predicting the quarterly results of companies like Apple or Google.

This is according to research conducted by London Business School, Yale, and the National Bureau of Economic Research.

Among the reasons are (1) better incentives in predictive markets and (2) reduced bias from analysis firms.

Since the forecast is made by a collective, the answer is not defined by 1 or 2 people, but by thousands of traders who set prices in predictive markets.


![](https://m.stacker.news/130124)

"Thousands of gamblers are beating Wall Street PhDs"

"There will be no privacy whatsoever... all transactions will be tracked... and if the government doesn't like your political views, it can cut off your access immediately."

![](https://m.stacker.news/129750)

RAY DALIO WARNS ABOUT CBDCs

This €64 billion bank accepts Parmesan cheese as collateral and lends money to cheese producers.

In northern Italy, Credito Emiliano treats cheese like gold.

The bank currently holds 430,000 wheels of Parmesan in its vaults, valued at approximately $200 million.

Real Parmesan – Parmigiano-Reggiano – takes at least 12 months to mature, and can take up to 3 years.

This leaves producers with millions of dollars worth of immature product they cannot sell, while still needing to pay for feed, bills, and employees.

Using the young cheese as loan collateral, producers receive immediate cash.

The bank advances up to 80% of the value to keep these businesses running.

While the loan is active, the cheese is stored in high-tech vaults where specialists care for it.

If the producer is unable to repay, the bank simply sells the matured cheese at a profit.

![](https://m.stacker.news/128738)

The bank backed by Parmesan cheese

Contrary to what many believe, drops of over 20% in silver are NOT a "once-in-a-lifetime" black swan event.

We saw this happen in 2011, 2013, 2015, 2020, and 2026.

And the most curious thing: in all cases where leveraged short positions triggered a drop in the price of silver—physical demand subsequently increased.

However, since spot prices did not necessarily reflect this increase in demand, the shortage crisis worsened following the drop, making the delivery of the physical metal truly "complex".

![](https://m.stacker.news/128567)

Violent falls in silver reveal a paradox: price falls, demand explodes.

Memes

Silver investors today

It simply added $16 trillion in market cap in 1 year.

Central banks now hold more gold than US Treasuries.

The era of the dollar is coming to an end.

![](https://m.stacker.news/127540)

Gold hits $5,000 for the first time in history.

Chile is the world's largest copper producer, and production is declining rapidly due to aging mines, falling ore quality, water scarcity, and lengthy licensing processes.

Copper scarcity is only a matter of time.

![](https://m.stacker.news/127462)

Demand for copper is exploding, while supply is plummeting.

BooksAndArticles

![](https://m.stacker.news/127242)

It's no exaggeration.

Have you noticed that owning a house today is a distant dream?
Have you realized that your money buys less and less?
It's not just you. The global structure is cracking.

And I'm not the one saying this.

It's Ray Dalio — owner of the world's largest hedge fund:
"The collapse of the world order isn't coming. It's happening now."

Read until you understand.
Ray Dalio studied 500 years of empires.
How they are born, how they grow, and how they die.
The pattern is always the same:
→ Debt explodes → Government prints money → Currency loses value → Politics polarize → External conflicts begin → Empire falls
We are in the penultimate phase.
The last time all this happened together? 1930-1945.
Look around:
The US with $37 trillion in debt. Paying $1 trillion a year in interest alone. Invading Venezuela for oil. Threatening to take Greenland. Polarization unseen in 150 years.
Dalio explains the PROCESS.

But there's a second thesis that explains the DESTINY.

And it's worse.
Throughout history, empires have needed workers.
Capital needed labor.
Factory owners needed workers. Workers earned wages. Wages became consumption. Consumption drove the economy.
Everyone needed everyone else.
That's ending.
For the first time, capital can multiply itself.
AI does the intellectual work. Robots do the manual labor. Algorithms do the managerial work.
Those with capital continue to win. Those who only have labor to sell... sell to whom?

The Subclass thesis:
"When machines do the work, those without capital become disposable."
This phrase should be on a billboard.
Dalio explains how empires collapse.

The Subclass explains what's left afterward.
No one has brought the two together.
Until now.
Previous cycles → the new order still needed people. This time → it may not.
It's no longer a normal cycle.
It's the cycle along with technology that kills the value of human labor.
For good.
Meanwhile, billionaires are buying gold, silver, real estate, stocks, bitcoin.
All at once. As fast as possible.
Too much of a coincidence to be a coincidence.
Think it's theory?

The numbers:
→ Gold: +81% in 2 years. Biggest increase since the Carter administration.

→ Silver: +210%. The vault is emptying.

→ Real estate: 5x annual income. Your grandfather bought it for 2x.

→ Seniors: 20% of the population, 52% of the wealth. The game has already been played.

→ Homeownership under 35: 36%. Entire generation becoming permanent tenants.
Capital builds up. Wages melt away.
It's not unfair. It's math.
The division isn't 2040.
You're living it.

But how much time is left to act?
Studies point to the same place:
→ Half of the jobs that exist today will radically change by 2030
→ The other half, by 2040
→ Those who don't have a capital base by then will be left out
The clock:
Now–2030: Window open. There's still time to build.

2030–2040: Window closing. Those who didn't act will feel it.

2040+: New structure. Those who were left out, were left out.

5 years. Maybe 10.
That's why billionaires are running.
They turned the clock.

And you?

What to do:
→ Create income that doesn't depend on your time. If everything stops when you stop, you have a job, not an asset. That's the problem to solve.
→ Build something that scales. It can be content, a product, software, an audience. Done > perfect.
→ Use AI as leverage. One person with AI produces what five produced.
→ Don't keep everything in the same country. Your income, your assets, and your body don't need to be in the same place. Do some research for 20 minutes.
→ Start before you're ready. Those who wait for the right moment arrive late.

The window starts closing slowly, then suddenly.
Those who have read this far have two options:
Close and forget.

Or start today.
Choose.

You have 5 years to avoid becoming disposable.

++ Poland's Central Bank approved the purchase of 150 tons of gold, increasing its reserves from 550 to 700 tons. 🚨

Gold continues to hit new all-time highs and it doesn't seem like that will change anytime soon.

And the debasement trade intensifies...

![](https://m.stacker.news/126904)

Gold rush: Poland increases reserves to 700 tons.

WOW!!!!

A Twitter account and an ENTIRE CRYPTO SECTOR went down ☠️💀

After the announcement that X will no longer allow access to its API by projects that reward activity on the platform in tokens, projects plummeted!

The problem, according to the announcement, is that these projects led to "a huge amount of AI and spam on the platform," and the goal is to improve the user experience.

Maybe this will encourage simple reward features in 

![](https://m.stacker.news/126246)

BTC, like Rumble.

X API shutdown: Tokens fall and the game changes.

This is surreal.

50 years ago, gold did exactly that before shooting up vertically.

Double top, consolidation, pump.

Today, Bitcoin is copying that move.

Millimeter. By. Millimeter.

![](https://m.stacker.news/126146)

Bitcoin repeats gold’s move from 50 years ago, millimeter by millimeter

The real life story of a famous meme

DarthCoin

What a shitty meme, you look like an idiot posting that.

Lionel Messi's mention of drinking wine with Sprite boosted Coca-Cola's stock by 4.5%, generating a $12.9 billion increase in market value in the last 3 days. (Sprite is owned by Coca-Cola).

Look at the impact Messi caused with a simple statement...

![](https://m.stacker.news/125632)

![](https://m.stacker.news/125633)

A Messi pass straight into valuation.

ETFs continue to see strong inflows while the derivatives market tells a different story.

Futures volume on the CME has fallen by nearly 90%, and open interest in options by more than 80%.

This shows a clear shift in institutional behavior.

Instead of seeking arbitrage, the flow is now directional.

Investors no longer want to hold neutral positions; they want to be long. This makes perfect sense from a macro perspective.

With stable interest rates and the market already pricing in cuts, the cost of holding dollars has fallen. "Carry" positions have lost attractiveness, and capital is beginning to return to scarce assets.

The same pattern appears in on-chain data.

Supply in long-term portfolios continues to rise, and implied volatility has plummeted, showing a quiet but confident market.

Less speculation, more real positioning.

Derivatives have cooled down, but spot flows show where the money wants to be.

Instead of "hedged" positions, we now have directionally long positions. And it seems that few people have realized this.

![](https://m.stacker.news/125551)

![](https://m.stacker.news/125552)

The "smart money" has switched sides in Bitcoin.

Polymarket refuses to pay bettors who wagered US would ‘invade’ Venezuela

A portfolio created on December 27th made $195,000 by betting ONLY on markets related to Venezuela on Polymarket:

![](https://m.stacker.news/124441)

![](https://m.stacker.news/124442)