Fund@mental Weekly Review (EN) - Dec 7th, 2025

Title: AI’s $80 Billion Energy Bill, The Gold Rush, and Bitcoin's Yen Carry Trade Link | Fund@mental Weekly ReviewDescription: In this episode of Fund@mental Weekly Review, we distill critical insights from myfundamental.net. We analyze the AI Paradox, where tech optimism is matched by a flight to hard assets (Silver up 90% YTD, Gold up 58% YTD). The driver is simple: central banks fear the US debt and the precedent set by freezing Russian assets. We question the AI growth narrative given the $80 billion energy cap-ex required and flattening corporate adoption. The highest leverage risk is the Yen Carry Trade, where the weak yen and Bitcoin move in lockstep, threatening a massive sell-off if Japan is forced to prop up its currency. We also cover the Fed's move to buy T-bills ("not QE") and the US government's cultivation of stablecoin issuers as debt buyers. This is your source for daily, data-driven financial analysis. Discover more at myfundamental.net/insights!