Ten31 Timestamp: Everything's Bigger in Texas

Everything's bigger in Texas. Marty and John Arnold break down the blue wave midterms, what a Democratic Texas governor could mean for the AI build out, and why Bitcoin may have several ways to win no matter how it plays out.

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In this episode:

• The midterm blowout and Thursday's brutal hedge fund unwind
• Record put buying and a weak bid for Treasuries
• Texas, data center ballot measures, and the future of the AI build out
• Why Democrats may have every incentive to keep the build out going
• Anthropic and OpenAI valuations come down while the tech keeps accelerating
• The timing of the Jensen Huang story
• JD Vance blames the Iran war for the GOP losses
• China's overproduction, auto tariffs, Poland's gold, and OFAC sanctions
• Bitcoin below the 50 week and less competition for capital

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TIMESTAMPS:

00:00:00 - One of the most consequential weeks yet

00:01:43 - The blue wave and its effect on markets

00:04:58 - Hedge fund blowups on Thursday

00:05:57 - Record put buying

00:07:04 - Texas flips and data center opposition

00:09:20 - 41 local ballot measures against data centers

00:10:13 - Why Democrats may keep the build out going

00:12:47 - Texas governor's terms for data centers

00:13:57 - Weak Treasury bid and strong payrolls

00:16:52 - Cayman hedge funds and Treasury issuance

00:18:11 - The reaction function if the build out stalls

00:21:46 - Ugly tape, accelerating tech

00:25:12 - The timing of the Jensen Huang story

00:27:38 - JD Vance blames the Iran war

00:29:44 - Antiwar or anti losing wars

00:31:48 - China and Oman on the Strait of Hormuz

00:32:18 - Chinese involution and auto tariffs

00:35:13 - Poland's gold and OFAC sanctions on Canada

00:36:17 - Bitcoin below the 50 week moving average

00:37:37 - Capital competition and the case for Bitcoin

00:40:14 - Token commoditization and AI job disruption

00:42:32 - AI speeding up AI progress

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