(https://www.cnbc.com/2026/08/11/ai-computing-power-becomes-a-tradable-asset-class-as-cme-starts-futures.html) — positioning AI compute as a tradable commodity alongside oil and wheat. On the surface, that sounds like maturity. It's the opposite. It's panic disguised as infrastructure. When you securitize and futures-ify an asset, you're admitting you can't value it on fundamentals anymore.

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