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2026-01-23 08:57:15 UTC
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Jordan S on Nostr: Your inputs, and outputs are both correct but uncorrelated. Compute is becoming ...

Your inputs, and outputs are both correct but uncorrelated.

Compute is becoming scarce, so the hedge to Compute scarcity is owning the raw materials, and capital (machines) necessary to produce compute, ASML, Silver, rare earths, etc. but you could also own some of the producers of compute too.

As currency becomes more digital then the mechanisms to effectively launder it/tax avoidance, etc. will become increasingly more difficult as it would become easier to track offshoring, and other tactics that historically were more difficult to track due to the system not being completely digitized, and centralized.

Both of these act as counter hedges against each other.

A digitized currency cannot exist if the mechanisms necessary to digitize the currency (compute) is scarce.

Both act in opposition to each other, however, I am thinking the working theory is surplus compute will be generated by government contracts such as TSMC, and Intel, etc., which in the long term would lead to a digital currency.

Their plan is to undermine labor/income then control the currency completely.

At least that's my thoughts.