There are two kind of money 1. fast money 2. slow money Fast money is currently chasing Micron, Intel and anything AI adjacent. Not Bitcoin. It's a few trillion. Slow money just wants a decent return on capital. Over time. It's hiding out in 150 Trillion of Global M3, 150 Trillion of bonds and 300
@dotkrueger·2026年5月27日·2件のソース
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There are two kind of money 1. fast money 2. slow money Fast money is currently chasing Micron, Intel and anything AI adjacent. Not Bitcoin. It's a few trillion. Slow money just wants a decent return on capital. Over time. It's hiding out in 150 Trillion of Global M3, 150 Trillion of bonds and 300
@dotkrueger
2026年5月27日
There are two kind of money 1. fast money 2. slow money Fast money is currently chasing Micron, Intel and anything AI adjacent. Not Bitcoin. It's a few trillion. Slow money just wants a decent return on capital. Over time. It's hiding out in 150 Trillion of Global M3, 150 Trillion of bonds and 300
@dotkrueger
2026年5月27日