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+---
+type: video
+title: 'The Funding Squeeze: Sovereigns, Money Markets, and AI Compute'
+date: 2026-05-15
+modified: 2026-05-15
+publication:
+  name: Mine Print Hash
+  issue: 2026
+  volume: 19
+tags:
+  - macro
+posse:
+  𝕏: https://x.com/MinePrintHash/status/2055422982198288567
+  YouTube: https://www.youtube.com/watch?v=uLZpQf__oK0
+  Substack: https://www.mineprinthash.com/p/the-funding-squeeze-sovereigns-money
+  LinkedIn: https://www.linkedin.com/posts/cotsuka_what-happens-when-funding-stress-collides-share-7461188724874252289-nI45
+---
+
+import YouTube from '@components/youtube.astro';
+
+What happens when funding stress collides with AI's demand for compute?
+
+Matt Dines and I trace the squeeze across sovereign yields, SOFR futures, money markets, and why compute futures may unlock financing for the next wave of AI compute construction.
+
+<YouTube
+  title="The Funding Squeeze: Sovereigns, Money Markets, and AI Compute"
+  videoURL="https://www.youtube.com/watch?v=uLZpQf__oK0"
+/>