OnchainGossiper

Withdrawal is costly.
As long as demand remains steady, it won’t be necessary to withdraw.

For the past month or so - - I feel it's been down only.

We must trade quickly.

Dare to make a prediction here.
Dell HPE Lenovo CRWV NBIS IREN
They might issue bonds any time within the next month.
I’m just making stuff up—don’t take it too seriously.

June 1: GOOG/Alphabet — $80 billion equity financing, to support AI compute and infrastructure expansion.
June 9/11: SMCI — $7 billion equity/equity-linked financing, to buy components and front/advance payment for AI server orders.
June 10: ORCL — The earnings report confirms that, for FY2027, it will be looking to raise approximately $40 billion in additional debt + equity financing, to support OCI AI cloud capex.
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AI Capex is shifting from “self-sufficiency through operating cash flow” into a stage of “capital market financing + customer prepayments + supply chain advances.”