One River Asset Management
June 8, 2026
Weekly Market Update
Weekly UpdateCommoditiesCryptoEquitiesEnergyIndustrials
This report explores the Kardashev scale as a framework for humanity's future energy and space-infrastructure requirements, highlighting the critical constraints on AI hardware production and energy generation. It also provides a comprehensive weekly market review and year-to-date performance data across global equities, commodities, and currencies.
Key Takeaways
- 1.The race towards AGI/ASI creates an urgent, massive constraint on energy and manufacturing capacity (specifically chip fabrication).
- 2.SpaceX is positioning to solve energy and infrastructure constraints via space-based power generation and asteroid mining.
Table of Contents
- Dyson Sphere
- Dyson Sphere II
- Dyson Sphere III
- Audacious
- Audacious II
- Anecdote
- Week-in-Review
- Weekly Close
- Manufacturing PMI
- Services PMI
- YTD Equity Index Returns
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Authors
Eric Peters
Securities
SPXBTC
Themes
AI Infrastructure ConstraintsKardashev Scale and Energy AbundanceSpace Industrialization
Regions
Asia PacificEuropeUnited StatesIndiaChina