PASSIVE MEGA-MANAGERS
$25.2T · BLACKROCK, VANGUARD
+$420B
SYSTEMATIC ETF REBALANCING
SOVEREIGN & CENTRAL BANKS
$14.8T · NBIM, ADIA, PBOC
+$285B
STRATEGIC RESOURCE HOARDING
MULTI-STRAT POD SHOPS
$1.1T · 6-8X LEVERAGE · CITADEL
+$190B
MICROSTRUCTURE DISLOCATION ALPHA
REAL ASSET & CREDIT TITANS
$4.9T · BLACKSTONE, BROOKFIELD
+$540B
ILLIQUID INFRASTRUCTURE TOLL ROADS
LONG THE GRID
Power grids cannot keep up with AI data centers and factories. Equipment orders are backed up for three years, handing guaranteed profits to companies building electricity lines and nuclear power.
Stocks & Companies
65%
Commodities & Raw Materials
25%
Bitcoin & Digital Assets
10%
$PWR
$GEV
$VST
COPPER
Projected yearly gain:
+18.4%
Gain after inflation:
+10.4%