U.S. Oil Exports Hit a Record 6.4 Million Barrels Per Day
U.S. Oil exports: U.S. oil exports hit a record 6.4 million barrels per day.
U.S. AI construction: US spending on data centers & computers has grown so much that it’s larger than basically all other physical investment categories more than all single-family housing construction, factories, power plants, industrial equipment, apartments.
Crypto card spending might be the next big trend: Crypto card spending volume has surged +500% since September 2024, now running at $600 million per month.
As a result, stablecoin-linked payment cards are now one of the fastest growing businesses on the blockchain, with 90% of transactions captured by Visa.
U.S. imports: U.S. imports are dominated by AI-related.
Google the ultimate investor: Google just reported $62.6 BILLION in quarterly profit but HALF came from a $37.7B ‘paper gain’ on private investments in companies like SpaceX and Anthropic.
Google’s investments:
