Bryan Nearnberg
@bryantalksfinance.bsky.social
Interested In The Economy, Markets, Tech, Crypto, And Politics
New post: The Software Panic Is Real. The Conclusion Is Wrong.
Weak jobs + crypto rout + AI fears tanked markets, but Jevons Paradox says cheaper intelligence explodes software usage. Oversold bounce underway. Read: open.substack.com/pub/bryantal...
Weak jobs + crypto rout + AI fears tanked markets, but Jevons Paradox says cheaper intelligence explodes software usage. Oversold bounce underway. Read: open.substack.com/pub/bryantal...
The Software Panic Is Real. The Conclusion Is Wrong.
TL;DR • Markets may be entering a 10–20% pullback phase.
open.substack.com
February 6, 2026 at 4:05 PM
New post: The Software Panic Is Real. The Conclusion Is Wrong.
Weak jobs + crypto rout + AI fears tanked markets, but Jevons Paradox says cheaper intelligence explodes software usage. Oversold bounce underway. Read: open.substack.com/pub/bryantal...
Weak jobs + crypto rout + AI fears tanked markets, but Jevons Paradox says cheaper intelligence explodes software usage. Oversold bounce underway. Read: open.substack.com/pub/bryantal...
Crypto Fear & Greed Index at Extreme Fear (5–11/100). Bitcoin crashed below $65K amid panic selling and liquidations. Buffett’s rule: be greedy when others are fearful. These lows often signal oversold bottoms primed for big rebounds.
February 6, 2026 at 2:43 AM
Crypto Fear & Greed Index at Extreme Fear (5–11/100). Bitcoin crashed below $65K amid panic selling and liquidations. Buffett’s rule: be greedy when others are fearful. These lows often signal oversold bottoms primed for big rebounds.
Software is selling off hard now—just like the DeepSeek panic last year—yet Jevons Paradox proved true then (cheaper AI = way more usage & bigger market), and I think the same dynamic is playing out with software today; the correction might already be underway. open.substack.com/pub/bryantal...
The Rotation Is Here: Why the 2026 Market Correction May Be Starting Early
TL;DR • This looks like a rotation, not a crash.
open.substack.com
February 4, 2026 at 10:19 PM
Software is selling off hard now—just like the DeepSeek panic last year—yet Jevons Paradox proved true then (cheaper AI = way more usage & bigger market), and I think the same dynamic is playing out with software today; the correction might already be underway. open.substack.com/pub/bryantal...
The crypto mood feels heavy with doubt right now, but this piece quietly explores why Bitcoin’s weekend dip below $75K (now steady near $78K) might be the calm before the next rise—read here if you’d like a steadier perspective: open.substack.com/pub/bryantal...
Bitcoin Broke Below $75K This Weekend—Why This Might Be the Bottom We’re Waiting For
TL;DR • The Washout: A classic panic sell-off cleared excess leverage.
open.substack.com
February 2, 2026 at 9:01 PM
The crypto mood feels heavy with doubt right now, but this piece quietly explores why Bitcoin’s weekend dip below $75K (now steady near $78K) might be the calm before the next rise—read here if you’d like a steadier perspective: open.substack.com/pub/bryantal...
Truflation’s real-time US CPI index has fallen sharply to 0.86% year-over-year as of February 1, 2026—well below the BLS-reported 2.70% and the Fed’s 2% target—indicating that deflation, rather than persistent inflation, now represents the greater risk to economic growth and monetary policy.
February 1, 2026 at 4:36 PM
Truflation’s real-time US CPI index has fallen sharply to 0.86% year-over-year as of February 1, 2026—well below the BLS-reported 2.70% and the Fed’s 2% target—indicating that deflation, rather than persistent inflation, now represents the greater risk to economic growth and monetary policy.
An investment in knowledge pays the best interest.
January 31, 2026 at 6:19 PM
An investment in knowledge pays the best interest.
AI agents are forming their own languages, lobster-themed religions, and secret communities—humans are screenshotting it all; see what’s really happening on Moltbook. open.substack.com/pub/bryantal...
January 31, 2026 at 2:20 PM
AI agents are forming their own languages, lobster-themed religions, and secret communities—humans are screenshotting it all; see what’s really happening on Moltbook. open.substack.com/pub/bryantal...
Kevin Warsh as Fed Chair could end QE and spark real growth without inflation—my deep dive on what it means for markets, Bitcoin, AI wealth, and your strategy: bryantalksfinance.substack.com/p/kevin-wars...
Kevin Warsh: Growth Doesn’t Always Cause Inflation
Trump’s Fed Pick Challenges the Old Rule on Prices and Prosperity
bryantalksfinance.substack.com
January 30, 2026 at 5:09 PM
Kevin Warsh as Fed Chair could end QE and spark real growth without inflation—my deep dive on what it means for markets, Bitcoin, AI wealth, and your strategy: bryantalksfinance.substack.com/p/kevin-wars...
Trump nominates Kevin Warsh for Fed Chair—a pro-growth pick pushing lower rates. Expect faster cuts than Powell, easing borrowing but likely weakening the dollar. 🚀💵
January 30, 2026 at 12:40 PM
Trump nominates Kevin Warsh for Fed Chair—a pro-growth pick pushing lower rates. Expect faster cuts than Powell, easing borrowing but likely weakening the dollar. 🚀💵
Big Tech earnings just validated Dan Ives’ $8–$10 Nvidia multiplier: multi-year memory deals locked in, Meta doubling capex to $135B, Apple iPhone demand exploding—AI’s structural boom is real and accelerating. Full breakdown here: open.substack.com/pub/bryantal...
Every Nvidia Dollar Is Turning Into $8–$10. Here’s Why That Matters.
Big Tech earnings dropped this week, and the numbers tell a story I’ve been tracking for months: the AI boom isn’t hype—it’s structural, and the proof is in the receipts.
open.substack.com
January 30, 2026 at 1:42 AM
Big Tech earnings just validated Dan Ives’ $8–$10 Nvidia multiplier: multi-year memory deals locked in, Meta doubling capex to $135B, Apple iPhone demand exploding—AI’s structural boom is real and accelerating. Full breakdown here: open.substack.com/pub/bryantal...
Trump just called the falling dollar “great” — and it’s already at 4-year lows — here’s why today’s Fed meeting is mostly theater and the new era of softer dollar + tariffs + AI-driven growth is just getting started: open.substack.com/pub/bryantal...
The Dollar’s Falling—and Trump Thinks It’s “Great.” Why This Fed Meeting Is the End of the Old Era
It’s Fed day in New York City—January 28, 2026—and the financial world is tuned in for Jerome Powell’s press conference after the FOMC meeting.
open.substack.com
January 28, 2026 at 8:52 PM
Trump just called the falling dollar “great” — and it’s already at 4-year lows — here’s why today’s Fed meeting is mostly theater and the new era of softer dollar + tariffs + AI-driven growth is just getting started: open.substack.com/pub/bryantal...
We are entering AI’s "awkward teenage years"—a critical 24-month window where the race to AGI will determine the trajectory of human progress for the next century. open.substack.com/pub/bryantal...
AI’s Awkward Teenage Years: The 24-Month Race to AGI
Why the next two years will determine the trajectory of the next century
open.substack.com
January 27, 2026 at 5:49 PM
We are entering AI’s "awkward teenage years"—a critical 24-month window where the race to AGI will determine the trajectory of human progress for the next century. open.substack.com/pub/bryantal...
Progress isn’t linear; it’s the persistence through volatility that carves the path.
January 27, 2026 at 3:32 PM
Progress isn’t linear; it’s the persistence through volatility that carves the path.
Markets reward those who see tomorrow’s value in today’s uncertainty.
January 27, 2026 at 12:14 AM
Markets reward those who see tomorrow’s value in today’s uncertainty.
In a fragmented world of geopolitical tensions and frozen assets, Bitcoin and Ethereum offer neutral, always-on money that no single government controls—making them essential infrastructure as 2026 approaches: bryantalksfinance.substack.com/p/bitcoin-an...
bryantalksfinance.substack.com
January 26, 2026 at 6:41 PM
In a fragmented world of geopolitical tensions and frozen assets, Bitcoin and Ethereum offer neutral, always-on money that no single government controls—making them essential infrastructure as 2026 approaches: bryantalksfinance.substack.com/p/bitcoin-an...
The best writing isn’t about being the loudest voice in the room—it’s about being the one that helps people see the room more clearly.
January 26, 2026 at 3:23 PM
The best writing isn’t about being the loudest voice in the room—it’s about being the one that helps people see the room more clearly.
Every supercycle starts with disbelief. Then doubt. Then quiet conviction. We’re somewhere between doubt and conviction right now.
January 26, 2026 at 3:21 PM
Every supercycle starts with disbelief. Then doubt. Then quiet conviction. We’re somewhere between doubt and conviction right now.
Ideas are cheap. Connecting the dots between hype and reality—and sharing it honestly—is what builds something lasting.
January 26, 2026 at 3:19 PM
Ideas are cheap. Connecting the dots between hype and reality—and sharing it honestly—is what builds something lasting.
🚨 US Stock Futures Slide on Shutdown Fears + Canada Trade Tensions | Gold Smashes $5,000/Oz Amid Yen Chaos | Copper Set to Explode on Sovereign AI Boom (NVIDIA-Powered) → Top Large & Small Cap Plays Inside #CopperBoom #Gold #AI #Markets
January 26, 2026 at 2:03 AM
🚨 US Stock Futures Slide on Shutdown Fears + Canada Trade Tensions | Gold Smashes $5,000/Oz Amid Yen Chaos | Copper Set to Explode on Sovereign AI Boom (NVIDIA-Powered) → Top Large & Small Cap Plays Inside #CopperBoom #Gold #AI #Markets
Winter Storm Fern is brutal: over 1M power outages reported, 10,000+ flights canceled, heavy snow & ice slamming the Northeast. Travel’s a mess—stay home if possible, check on neighbors, keep charged up.
Your storm survival must-have? ❄️ Stay safe out there. #WinterStormFern
Your storm survival must-have? ❄️ Stay safe out there. #WinterStormFern
January 25, 2026 at 9:32 PM
Winter Storm Fern is brutal: over 1M power outages reported, 10,000+ flights canceled, heavy snow & ice slamming the Northeast. Travel’s a mess—stay home if possible, check on neighbors, keep charged up.
Your storm survival must-have? ❄️ Stay safe out there. #WinterStormFern
Your storm survival must-have? ❄️ Stay safe out there. #WinterStormFern
One thing I’m re-learning the hard way:
Progress hides in the mundane days more than the breakthrough ones.
The quiet consistency wins long before the fireworks show up.
What’s the boring-but-effective habit that’s quietly carrying you right now?
Progress hides in the mundane days more than the breakthrough ones.
The quiet consistency wins long before the fireworks show up.
What’s the boring-but-effective habit that’s quietly carrying you right now?
January 25, 2026 at 8:27 PM
One thing I’m re-learning the hard way:
Progress hides in the mundane days more than the breakthrough ones.
The quiet consistency wins long before the fireworks show up.
What’s the boring-but-effective habit that’s quietly carrying you right now?
Progress hides in the mundane days more than the breakthrough ones.
The quiet consistency wins long before the fireworks show up.
What’s the boring-but-effective habit that’s quietly carrying you right now?
Forget the chips: AI’s real bottleneck isn’t GPUs—it’s copper, the 10,000-year-old metal powering every electron.
Demand exploding, supply lagging, 2027 squeeze ahead.
Deep dive on the hidden supercycle just posted → open.substack.com/pub/bryantal...
#AI #Copper #Investing
Demand exploding, supply lagging, 2027 squeeze ahead.
Deep dive on the hidden supercycle just posted → open.substack.com/pub/bryantal...
#AI #Copper #Investing
Forget the Chips: Why AI’s Biggest Bottleneck Is a 10,000-Year-Old Metal
AI might run on data, but it’s powered by electrons—and every one of those electrons runs through copper.
open.substack.com
January 25, 2026 at 12:50 PM
Forget the chips: AI’s real bottleneck isn’t GPUs—it’s copper, the 10,000-year-old metal powering every electron.
Demand exploding, supply lagging, 2027 squeeze ahead.
Deep dive on the hidden supercycle just posted → open.substack.com/pub/bryantal...
#AI #Copper #Investing
Demand exploding, supply lagging, 2027 squeeze ahead.
Deep dive on the hidden supercycle just posted → open.substack.com/pub/bryantal...
#AI #Copper #Investing
Countries chasing “sovereign AI” to ditch U.S. dominance? They’re accidentally funding it—buying NVIDIA chips, locking into U.S. stacks, and boosting our lead.
The Accidental AI Manhattan Project is real in 2026.
Just published:
bryantalks.substack.com/p/americas-a...
The Accidental AI Manhattan Project is real in 2026.
Just published:
bryantalks.substack.com/p/americas-a...
bryantalks.substack.com
January 24, 2026 at 7:50 PM
Countries chasing “sovereign AI” to ditch U.S. dominance? They’re accidentally funding it—buying NVIDIA chips, locking into U.S. stacks, and boosting our lead.
The Accidental AI Manhattan Project is real in 2026.
Just published:
bryantalks.substack.com/p/americas-a...
The Accidental AI Manhattan Project is real in 2026.
Just published:
bryantalks.substack.com/p/americas-a...
In 2026, scarcity = curiosity + AI.
LLMs turn word salad into exponential insight. AI is line cook; you’re chef—connecting dots across domains.
Latest on Grand Convergence & workflow: open.substack.com/pub/bryantal...
Fragmented thinking? Premium raw material.
Which convergence accelerates fastest?
LLMs turn word salad into exponential insight. AI is line cook; you’re chef—connecting dots across domains.
Latest on Grand Convergence & workflow: open.substack.com/pub/bryantal...
Fragmented thinking? Premium raw material.
Which convergence accelerates fastest?
The Cognitive Glue of 2026: How Curious Generalists Use AI to Connect the Dots
I’ll be candid: I’m not a natural writer.
open.substack.com
January 23, 2026 at 1:48 AM
In 2026, scarcity = curiosity + AI.
LLMs turn word salad into exponential insight. AI is line cook; you’re chef—connecting dots across domains.
Latest on Grand Convergence & workflow: open.substack.com/pub/bryantal...
Fragmented thinking? Premium raw material.
Which convergence accelerates fastest?
LLMs turn word salad into exponential insight. AI is line cook; you’re chef—connecting dots across domains.
Latest on Grand Convergence & workflow: open.substack.com/pub/bryantal...
Fragmented thinking? Premium raw material.
Which convergence accelerates fastest?
Tariff threats DROPPED: Trump backs off EU tariffs after Greenland framework—markets rally! 🚀
Truflation 1.20% today + Q3 GDP 4.4% revised up = dovish Fed fuel + AI infra boom.
2026 Outlook: S&P base ~7,700 / bull ~8,100, BTC ~$175K. Discipline builds wealth.
Full breakdown 👇
Truflation 1.20% today + Q3 GDP 4.4% revised up = dovish Fed fuel + AI infra boom.
2026 Outlook: S&P base ~7,700 / bull ~8,100, BTC ~$175K. Discipline builds wealth.
Full breakdown 👇
January 22, 2026 at 2:48 PM
Tariff threats DROPPED: Trump backs off EU tariffs after Greenland framework—markets rally! 🚀
Truflation 1.20% today + Q3 GDP 4.4% revised up = dovish Fed fuel + AI infra boom.
2026 Outlook: S&P base ~7,700 / bull ~8,100, BTC ~$175K. Discipline builds wealth.
Full breakdown 👇
Truflation 1.20% today + Q3 GDP 4.4% revised up = dovish Fed fuel + AI infra boom.
2026 Outlook: S&P base ~7,700 / bull ~8,100, BTC ~$175K. Discipline builds wealth.
Full breakdown 👇