HeyJaredHeath Muchena
- Indexed articles, last 90 days
- 11
- Latest publication
- Sep 16, 2026
- Outlet visibility, for Businessday
- Top 100K sites
- Earliest in this view
- Jul 8, 2026
Latest articles
HEATH MUCHENA | The market is mispricing the real bottleneck in AI (opens the original)
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For all the talk about artificial intelligence (AI) replacing lawyers, programmers and office workers, the most important thing about AI right now may be surprisingly old-fashioned. It needs an extraordinary amount of stuff. Chips. Electricity. Memory. Land. Cooling systems. Transformers. Data centres. Construction workers. Financing. We still talk about AI as though it were another software revolution, but economically it is starting to look more like an industrial one. That distinction could m
HEATH MUCHENA | The bond market is warning crypto investors to grow up (opens the original)
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The bond market is not usually where crypto investors look for excitement. It should be. In August, long-term government yields across the US, Japan and Europe moved to levels that forced every risk asset to pay attention. The US 30-year treasury yield climbed above 5%, a level not seen since before the global financial crisis. Japan, Germany, France and Britain saw their own long-end yields press higher. This is not just a story about bonds. It is a story about the rising price of money. The ea
HEATH MUCHENA | Why the 2026 yen intervention matters for gold, bitcoin and the dollar (opens the original)
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The US treasury’s intervention to support the Japanese yen looked at first glance like a technical foreign exchange operation. Japan’s currency had weakened sharply, policymakers stepped in and markets adjusted. But the episode revealed something far larger about the global monetary system in 2026. The US was not simply helping an ally. It was helping a major creditor whose distress could feed back into America’s own debt problem. Japan is the largest foreign holder of US treasuries. If the yen
HEATH MUCHENA | Why institutions are building credit markets around bitcoin (opens the original)
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For years the dominant case for owning bitcoin was simple: buy it, secure it and wait. That proposition is changing. Bitcoin is increasingly being used as collateral for loans, trading facilities and institutional credit, giving holders access to cash or stablecoins without requiring them to sell the underlying asset. The appeal is obvious. An investor who believes bitcoin will appreciate may prefer to borrow against it rather than dispose of it. A company holding bitcoin in its treasury could o
HEATH MUCHENA | The AI supply chain nobody talks about enough (opens the original)
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AI may feel weightless to the user. Type a question, receive an answer, move on. But behind every chatbot response is a physical machine that looks less like software and more like industrial infrastructure. That machine needs memory, chip factories, power, cooling, fibre networks, data centres and safety software. It needs electricity on a scale that strains the grid. It needs components that only a few companies can make. It needs buildings that can handle heat and density that traditional ser
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For Businessday, the outlet · Measured Aug 1, 2026
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