Serdar Koldas

@serdarkoldas.bsky.social

Infrastructure strategist. Interpreting geopolitics through pipelines, grids, logistics systems, and AI infrastructure. Power follows infrastructure.

AI’s real currency is not tokens. It is MW. Tokens can be purchased. Chips can be manufactured. Models can be replicated. But no amount of capital, software, or ambition can instantly create electricity that the grid cannot deliver. #AI #Energy

Bild

AI’s real currency is not tokens. It is MW. Tokens can be purchased. Chips can be manufactured. Models can be replicated. But no amount of capital, software, or ambition can instantly create electricity that the grid cannot deliver. #AI #Energy

Bild

Everyone is debating the Epstein files. But the real story is institutional trust. Once people believe information is selectively released, every future disclosure becomes suspect. The damage is not political. It's systemic. #epstein

Bild

The market is obsessed with algorithms. The real scarcity is infrastructure. The next trillion-dollar AI winner may look less like a software company and more like a utility with GPUs attached. The bottleneck is not obvious yet.

Everyone is debating the Epstein files. But the real story is institutional trust. Once people believe information is selectively released, every future disclosure becomes suspect. The damage is not political. It's systemic. #epstein

Bild

Post 1/3 Trump on the Strait of Hormuz, same window: “It’s open” → traffic still suppressed “Targeted blockade” → spillover hits all shipping “We achieved our objectives” → operations continue “The situation is under control” → risk premiums stay high These cannot all be true at once.

Bild

America announced that the embargo on Iranian oil will continue. It's a complete joke. That's exactly what they want. What difference does it make to Iran? They've been under embargo for 40 years already. So, who will be most affected by the oil prices if the embargo continues? #usa #embargo #Iran