Nvidia & PulteGroup are putting mini data centers on the walls of homes. Each unit packs 16 Nvidia GPUs and enterprise-grade AI hardware. Homeowners “host” it and get compensated with… a discounted utility bill. $150/month flat fee covering electricity and internet. No cash. No upside. Span owns the hardware and keeps all the compute revenue. This is home Bitcoin mining’s corporate cousin .. same concept, completely different deal. With mining, you own the asset and capture the upside in hard money. With XFRA, you’re a landlord who gets paid in a lower electric bill while the tenant prints money off your wall. The compute demand for AI is so massive they’re running out of room. Jeff Booth told us this was coming. The deflationary wave is here. The question is what you’re storing your value in while it hits. Discounted fiat bills or hard money? Stack sats. Not compute credits. #Bitcoin #Plebchain #Macro
JB | Onchain
Hashing on Ocean. Publishing on Nostr ⛏️ One S21 XP. Weekly updates, real sats. ⚡
Filtering by: Macro · clear filter
Chinese households store roughly 70% of their wealth in real estate. That wealth is evaporating. When that happens people rotate into hard assets — gold first, then everything else. If Chinese equity markets start bidding up gold aggressively, other countries follow. Gold runs. And historically when gold runs hard Bitcoin isn’t far behind. Now flip it. What if this happened in the United States? #News #Macro #Bitcoin #Nostr
I don’t want more dollars. I just want my dollars to buy more. That’s it. That’s the whole argument for Bitcoin.
#Bitcoin #Macro #Plebchain
🚨 INFLATION ON THE RISE DUE TO TRUMP BLOCKADE
US oil prices are now expected to surge above $115/barrel — and nothing moves without oil.
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📦 MACRO CONTEXT Rising oil prices bleed into everything — groceries, airline fees, shipping, consumer goods. This is the inflation mechanism in motion.
🔗 CONNECTING THE DOTS Oil & Bitcoin are in a rare simultaneous conversation right now. With oil projected to move +21% and Bitcoin steadily bleeding lower (-3% in 24hrs, holding ~$71K), the combination reflects broader macro risk-off sentiment. Capital is cautious.
📌 MY CONCLUSION Trump's policy decisions will continue suppressing Bitcoin and keeping us rangebound in this bear market. Don't expect major movement until US-Iran tensions find resolution.
With 2 weeks left in the month, watch the levels: 🔴 Low: $65K 🟡 High: $76K
A monthly close outside either level signals a drastic move in that direction.
━━━━━━━━━━━━━━━ Sources: TradingView · The Kobeissi Letter ⚠️ Not financial advice.
#Bitcoin #Macro #Oil #Iran #Inflation #Headlines #BTC
