Independent analysis of markets, crypto, and the AI economy.https://finance.nipponhashi.com/enhttps://finance.nipponhashi.com/posts/ai-capex-five-questions/https://finance.nipponhashi.com/posts/ai-capex-five-questions/A framework for analyzing the AI infrastructure buildout without pretending to know how it ends — who pays, what depreciates, and where the risk actually sits.Thu, 27 Aug 2026 00:00:00 GMTNipponhashihttps://finance.nipponhashi.com/posts/what-funding-rates-tell-you/https://finance.nipponhashi.com/posts/what-funding-rates-tell-you/Perpetual futures funding is the closest thing crypto has to an honest positioning gauge — if you read it as a price of leverage, not a prediction.Tue, 25 Aug 2026 00:00:00 GMTNipponhashihttps://finance.nipponhashi.com/posts/how-to-read-a-13f/https://finance.nipponhashi.com/posts/how-to-read-a-13f/What a 13F filing can tell you, what it structurally cannot, and the mistakes almost everyone makes when copying famous investors.Sat, 22 Aug 2026 00:00:00 GMTNipponhashi