Y2AI Weekly | December 29, 2025 The Splintering

While prices and volatility suggest stability, structural data points to a growing challenge to the AI infrastructure thesis.

#Y2AI #AIInfrastructure #MarketStructure #CapitalRotation #MacroSignals #AITrade #RiskManagement #Investing #MarketInsights

When There Are Too Many People The surplus is no longer a cyclical burden; it is a permanent design condition.

When There Are Too Many People
open.substack.com/pub/augurnom...

#Augurnomics #Surplus #Workforce #SystemDesign #Geopolitics #MacroSignals #population #economics

Early Monsoon Tempers Output, But Macro Signals Turn Upbeat The early onset of the monsoon has brightened agricultural prospects and improved the inflation outlook, even as it appears to have weighed on industrial growth. Other sectors have shown resilience, a...

2/2 Read a Groupthink by BasisPoint Insight: basispointinsight.com/Story/Home/e...

#IIP #Monsoon2025 #GSTCollections #MacroSignals #IndiaGrowth

🇯🇵 Japan’s Metaplanet wants to hold 210K BTC by 2027

They’re raising $5.4B through warrants to make it happen.

Not noise. Not hype. Just macro structure in motion.

Smart traders track this 📈

#CryptoSignalz #BTC #MacroSignals #CT #CryptoNewz #Crypto #Bitcoin #Japan #Metaplanet #Macro