Signal Board
Finance, AI & Market Briefings
A live board for financial infrastructure, AI, market transmission, and London events.
Topic hub
Stablecoins & Payments
A reading hub on stablecoin rails, payment networks, treasury workflows, and the compliance layer that now decides who captures the margin.
Topic hub
Agents & Governance
A reading hub on MCP, enterprise deployment, autonomous coding, evals, and the safety layer that keeps agent systems usable in production.
Topic hub
Power Markets & Data Centres
A reading hub on PJM capacity pricing, data-centre load growth, dedicated generation, and the macro effects of energy shocks.
Data centres drove a tenfold spike in PJM capacity prices, passing $9.3 billion in costs to consumers in a single auction cycle. Tech companies are responding by building private energy infrastructure - dedicated gas plants, nuclear PPAs, and solar farms - that amount to a parallel grid. The line between AI infrastructure and energy infrastructure is dissolving.