Serdar Koldas
@serdarkoldas.bsky.social
Infrastructure strategist.
Interpreting geopolitics through pipelines, grids, logistics systems, and AI infrastructure.
Power follows infrastructure.
Interpreting geopolitics through pipelines, grids, logistics systems, and AI infrastructure.
Power follows infrastructure.
Bad News for the world.
Netanyahu: 'One of my best talks with Trump, with full partnership and mutual support.
Netanyahu: 'One of my best talks with Trump, with full partnership and mutual support.
July 28, 2026 at 8:52 PM
Bad News for the world.
Netanyahu: 'One of my best talks with Trump, with full partnership and mutual support.
Netanyahu: 'One of my best talks with Trump, with full partnership and mutual support.
Reposted by Serdar Koldas
Reposted by Serdar Koldas
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
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
May 29, 2026 at 4:31 PM
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
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
Reposted by Serdar Koldas
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.
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.
May 29, 2026 at 4:26 PM
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.
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.
Reposted by Serdar Koldas
Wall Street values AI companies as software businesses.
Physics treats them as power consumers.
Every new AI breakthrough increases demand for electricity, cooling, and transmission capacity.
Physics treats them as power consumers.
Every new AI breakthrough increases demand for electricity, cooling, and transmission capacity.
May 29, 2026 at 4:26 PM
Wall Street values AI companies as software businesses.
Physics treats them as power consumers.
Every new AI breakthrough increases demand for electricity, cooling, and transmission capacity.
Physics treats them as power consumers.
Every new AI breakthrough increases demand for electricity, cooling, and transmission capacity.
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
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
May 29, 2026 at 4:31 PM
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
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
Wall Street values AI companies as software businesses.
Physics treats them as power consumers.
Every new AI breakthrough increases demand for electricity, cooling, and transmission capacity.
Physics treats them as power consumers.
Every new AI breakthrough increases demand for electricity, cooling, and transmission capacity.
May 29, 2026 at 4:26 PM
Wall Street values AI companies as software businesses.
Physics treats them as power consumers.
Every new AI breakthrough increases demand for electricity, cooling, and transmission capacity.
Physics treats them as power consumers.
Every new AI breakthrough increases demand for electricity, cooling, and transmission capacity.
😁😁😁
May 5, 2026 at 8:05 PM
😁😁😁
Reposted by Serdar Koldas
The statement "we will wipe out a country" is both strategically weak and analytically flawed. I think that, on the path taken under the banner of "Make America Great Again," America will continue to be disgraced because of Epstein and Israel. #usa #trump #Israel #Iran #epstein #hormuz #war
May 4, 2026 at 7:17 PM
The statement "we will wipe out a country" is both strategically weak and analytically flawed. I think that, on the path taken under the banner of "Make America Great Again," America will continue to be disgraced because of Epstein and Israel. #usa #trump #Israel #Iran #epstein #hormuz #war
May 4, 2026 at 7:17 PM
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.
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.
April 21, 2026 at 7:56 PM
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.
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.
Reposted by Serdar Koldas
I've really come to this conclusion:
Epstein File + Israel > USA, USA Taxpayers, and USA Soldiers. #epstein #usa #israel #trump #iran #taxpayer
Epstein File + Israel > USA, USA Taxpayers, and USA Soldiers. #epstein #usa #israel #trump #iran #taxpayer
Pope Leo XIV says he has no interest in debating President Trump, pushing back at reporting about the escalating war of words between the two men.
April 20, 2026 at 1:26 PM
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
April 14, 2026 at 7:19 PM