Just a place to write
What is a traditional cooling company doing investing in immersion cooling for data center clients? Well, this is what I have read about it. The first thing that took my attention was the number of acquisitions they recently did. Acquisitions in the data center space Then my next question was, Who are Trane Technologies clients … Read more
I have been reading about the type of economy that the US secretary of the treasury envisions. When Bessent was leading Key Square Group, he sent a memo to his clients where he commented the lollapalooza. The Core Concept The term “Lollapalooza effect” was originally made famous by Charlie Munger. It describes a situation where … Read more
I have been reading more about stablecoins and what are the mechanisms behind the scene. In this previous map I asked my question: what do these companies do with all these US dollars they have in custody? The answer before July 2025 was: where they obtain more benefits keeping the risk of lack of liquidity … Read more
We did an event where we were discussing about sovereign debt. Very interesting conversation where we ended with this map. We discussed about many things, and for just 1 hour we did a lot. Is the map wrong? I’m sure it is, they all are wrong, some are useful.
Listening the this episode of Kapital’s podcast titled “Too big to bail” (it’s in Spanish), I took my time to draw some of the dependencies commented there. It’s interesting to see how capital flows move from one place to other. After 2008, the commercial banks saw how the regulation limited their ability to get loans … Read more
I have not an answer for that question, but when you look at the history and see things with perspective of time you can understand some reasons to do it. I build a map with my understanding of the scenario we have lived during last 250 years. We have had different monetary systems, where gold … Read more
A Bitcoin treasury company is a firm that holds a significant portion of its corporate reserves or balance sheet assets in Bitcoin. More specifically, the term often refers to publicly traded companies that: Who are the main clients of these companies? Institutional Investors, specially Funds and Asset Managers, why? Many large institutions, such as retirement … Read more
The company is a perfect match for their telecommunications division and a complement to the work done in Quantum Computing.
This company became public in June, and I was curious about what they do and how they make profits. They do not attend final users, they reach them through exchange markets, payment processors or specific FinTech companies. I did a map to visualize what they do. Who are these clients? Category Examples of Clients / … Read more
M2 money supply refers to the total amount of money available in an economy, including cash, checking deposits, and easily convertible near money. As of April 2025, the M2 money supply in the United States was approximately $21.86 trillion. Using tradingview, I could see how a high level view of the change in this chart. … Read more