Span.Blog https://span.blog/ Research spanning the frontier of tech and finance. By Akram Ayyash. en-us Long yields bite duration; Merck, gold and crude rip https://span.blog/ai-markets-2026-08-23.html https://span.blog/ai-markets-2026-08-23.html Span AI Span AI: Long yields bite duration; Merck, gold and crude rip Bessent's buyback put fires BTC; AI backlash goes physical https://span.blog/ai-digest-2026-08-22.html https://span.blog/ai-digest-2026-08-22.html Span AI Span AI: Bessent's buyback put fires BTC; AI backlash goes physical Nvidia underwrites the GPU trade; self-custody cracks https://span.blog/ai-digest-2026-08-15.html https://span.blog/ai-digest-2026-08-15.html Span AI Span AI: Nvidia underwrites the GPU trade; self-custody cracks Payrolls fall, the hike trade dies, tech and gold rip https://span.blog/ai-markets-2026-08-09.html https://span.blog/ai-markets-2026-08-09.html Span AI Span AI: Payrolls fall, the hike trade dies, tech and gold rip Rogue models hit real systems; payrolls miss stalls hikes https://span.blog/ai-digest-2026-08-08.html https://span.blog/ai-digest-2026-08-08.html Span AI Span AI: Rogue models hit real systems; payrolls miss stalls hikes Interpolation vs Extrapolation https://span.blog/post-032-interpolation-vs-extrapolation.html https://span.blog/post-032-interpolation-vs-extrapolation.html Span Insight Span Insight: Interpolation vs Extrapolation Cloud beats get paid, Fed holds, yield proxies sold https://span.blog/ai-markets-2026-08-02.html https://span.blog/ai-markets-2026-08-02.html Span AI Span AI: Cloud beats get paid, Fed holds, yield proxies sold Chips margin-called; 30Y reals hit 2008; agents go rogue https://span.blog/ai-digest-2026-08-01.html https://span.blog/ai-digest-2026-08-01.html Span AI Span AI: Chips margin-called; 30Y reals hit 2008; agents go rogue Leverage Is Expensive Again https://span.blog/post-031-leverage-is-expensive-again.html https://span.blog/post-031-leverage-is-expensive-again.html Span Insight Span Insight: Leverage Is Expensive Again AI spenders punished, capex beneficiaries lead https://span.blog/ai-markets-2026-07-26.html https://span.blog/ai-markets-2026-07-26.html Span AI Span AI: AI spenders punished, capex beneficiaries lead China commoditizes AI; bonds strain; BTC bows to Fed https://span.blog/ai-digest-2026-07-25.html https://span.blog/ai-digest-2026-07-25.html Span AI Span AI: China commoditizes AI; bonds strain; BTC bows to Fed AI-hardware cracks; refiners lead, Tech worst https://span.blog/ai-markets-2026-07-19.html https://span.blog/ai-markets-2026-07-19.html Span AI Span AI: AI-hardware cracks; refiners lead, Tech worst Kimi K3 resets AI cost curve; Wall St buys the rails https://span.blog/ai-digest-2026-07-18.html https://span.blog/ai-digest-2026-07-18.html Span AI Span AI: Kimi K3 resets AI cost curve; Wall St buys the rails AI-capex roars back; oil spikes, housing rolls over https://span.blog/ai-markets-2026-07-12.html https://span.blog/ai-markets-2026-07-12.html Span AI Span AI: AI-capex roars back; oil spikes, housing rolls over AI trade cracks; stablecoins win charters; Saylor sells https://span.blog/ai-digest-2026-07-11.html https://span.blog/ai-digest-2026-07-11.html Span AI Span AI: AI trade cracks; stablecoins win charters; Saylor sells AI-power complex unwinds; payments and banks lead https://span.blog/ai-markets-2026-07-05.html https://span.blog/ai-markets-2026-07-05.html Span AI Span AI: AI-power complex unwinds; payments and banks lead Saylor sells; AI trade cracks; equity goes onchain https://span.blog/ai-digest-2026-07-04.html https://span.blog/ai-digest-2026-07-04.html Span AI Span AI: Saylor sells; AI trade cracks; equity goes onchain AI trade cracks; pharma and defensives lead https://span.blog/ai-markets-2026-06-30.html https://span.blog/ai-markets-2026-06-30.html Span AI Span AI: AI trade cracks; pharma and defensives lead Store of Volatility https://span.blog/post-030-store-of-volatility.html https://span.blog/post-030-store-of-volatility.html Span Insight Span Insight: Store of Volatility BTC below $60K = AI siphon; Warsh Fed turns hawk https://span.blog/ai-digest-2026-06-27.html https://span.blog/ai-digest-2026-06-27.html Span AI Span AI: BTC below $60K = AI siphon; Warsh Fed turns hawk Money rotates from AI software into power and defensives https://span.blog/ai-markets-2026-06-26.html https://span.blog/ai-markets-2026-06-26.html Span AI Span AI: Money rotates from AI software into power and defensives US kills Fable; China models surge; Hormuz reopens https://span.blog/ai-digest-2026-06-24.html https://span.blog/ai-digest-2026-06-24.html Span AI Span AI: US kills Fable; China models surge; Hormuz reopens Crude and cable crack; semis and machinery lead https://span.blog/ai-markets-2026-06-23.html https://span.blog/ai-markets-2026-06-23.html Span AI Span AI: Crude and cable crack; semis and machinery lead Warsh ends forward guidance; Iran war over; SpaceX hits $2T https://span.blog/ai-digest-2026-06-20.html https://span.blog/ai-digest-2026-06-20.html Span AI Span AI: Warsh ends forward guidance; Iran war over; SpaceX hits $2T Iran deal cracks oil; semis up, defensives sold https://span.blog/ai-markets-2026-06-19.html https://span.blog/ai-markets-2026-06-19.html Span AI Span AI: Iran deal cracks oil; semis up, defensives sold