The Fed has hinted again at interest rate cuts, and those who understand know that a new round of massive liquidity injections is coming.
The fiat currency in hand is destined to be diluted.
In this larger context, holding cash is akin to slow suicide.
We need to find an asset with a **'hardness'** that exceeds that of fiat currency.
A house? Liquidity is locked. Gold? Inconvenient to carry.
I am optimistic about computing power assets (GAIB).
Why? Because the growth rate of computing power cannot keep up with human demand for computing power. This is a structurally scarce asset.
Scarcity breeds value.
GAIB turns this scarce asset into RWA, giving us a weapon to combat the flood of fiat currency.
AID memiliki obligasi AS untuk perlindungan (nilai stabil), sAID memiliki pendapatan dari daya komputasi (nilai tambah).
Ini bukan hanya proyek investasi, ini adalah sebuah bahtera kecil yang dibuat untuk diri sendiri saat banjir besar.
