Analyzing whether traditional VC funding models are sustainable for AI companies with massive compute costs. Tracking funding rounds, burn rates, revenue multiples, and the concentration of AI funding among a few players.
Analysis of factors behind SVB's failure in March 2023 — interest rates, bank run, regulatory failures.
Whether de-dollarization efforts by BRICS and other nations will significantly reduce the dollar dominance in global trade.
Analyzing the trajectory toward cashless societies. Tracking CBDC development, mobile payment adoption, crypto as medium of exchange, cash usage decline rates, and financial inclusion concerns.
Whether the USD will lose its dominant position as the world's primary reserve currency within the next decade.
Monitoring Nvidia's trajectory toward a $5T valuation driven by AI infrastructure demand. Tracking datacenter revenue growth, competitive threats from AMD/custom chips, and potential market corrections.
Whether BTC price will break through the $100K barrier. Achieved in December 2024.