DeAI’s Economic Impact
CapEx deflation and crypto-economic incentives are coming together to form a compelling...network
More validators → richer distributed training & higher RoG
Loop closes → further hardware deflation...
So those disinflation, low inflation, maybe at some point it’d become deflation would just persist because...They, they have two options When shit hits a fan, uh, let growth get clobbered and go into deflation...
If we look outside, Japan is in the midst of a currency crisis, China is battling serious deflation pressures...it would give the PBOC more breathing room to provide more stimulus and credit support to stave off deflation...sizable drawdown in the TGA and/or RRP; if the PBOC doesn’t provide more stimulus to combat domestic deflation...
And we’re going to just cause a big deflation to hurt the other guys and just kind of trash the market...But to your point around, like, the massive deflation, like, it still feels like the vast majority of...
This can be seen in the increasing trend on the 7-day moving average deflation rates, which picked up...The sensitivity tables above show supply deflation rates for RLB based on our Bear/Base/Bull cases at...In a scenario where the RLB price drops but buybacks remain consistent, the deflation rate will rise,...
China is one to watch going forward — it looks poised to take the liquidity baton in its battle against deflation...officials in the world’s second-largest economy have been staring down the double barrel threat of deflation...The yield (reward rate) currently sits at ~4.2%, or a real yield of ~4.5% if we account for expected deflation...
In fact, the world’s second-largest economy — China — is now fighting the risk of deflation....China is one to watch going forward — it looks poised to take the liquidity baton in its battle against deflation...
Source: Employ America
Many analysts expected auto production to rebound in 2023 and drive outsized deflation...“Against rising MSRPs for new vehicles in an environment of persistent shortage, for outright deflation...more new vehicles to come to market before we see used car prices materially fall and contribute to deflation...
China, grappling with deflation triggered by its housing market collapse, relies on increased manufacturing...and exports to stave off deflation....selling USD would weaken the dollar, strengthen the yen, and allow China to create more credit to combat deflation...