https://coldtell.com/Coldtell forecasts 2026-08-01T00:00:00Z The transformer wallhttps://coldtell.com/bets/transformer/2026-07-31T00:00:00ZAI data centres are being held up not by chips, and not by making electricity, but by the unglamorous kit that moves power around: transformers, switchgear and grid connections. Japan’s 30-year yield breaks 4.5%https://coldtell.com/bets/jgb/2026-07-31T00:00:00ZJapan carries a large public-debt burden after decades of very low borrowing costs. This asks whether the 30-year government-bond yield closes above 4.5% by 2030. China’s satellite fleet falls shorthttps://coldtell.com/bets/qianfan/2026-08-01T00:00:00ZChina is building a rival to Starlink. This bets it misses its own published deployment schedule. Liver scarring becomes treatablehttps://coldtell.com/bets/liver/2026-07-28T00:00:00ZAdvanced scarring from fatty-liver disease has no approved treatment today. Three drugs are in late-stage trials to change that. China out-builds US power three to onehttps://coldtell.com/bets/power31/2026-07-31T00:00:00ZChina’s reported net additions of generation nameplate capacity stay at least three times the boundary-matched US total, every single year. CoreWeave credit enters distresshttps://coldtell.com/bets/gpu/2026-07-31T00:00:00ZCoreWeave is financing long-lived AI infrastructure while its computing assets can become obsolete quickly. This tracks a public default, distressed restructuring or rating fall to B-minus or lower. Washington misses its encryption deadlinehttps://coldtell.com/bets/pqc/2026-07-31T00:00:00ZHigh-value and high-impact federal systems have a 2030 migration target. This asks whether a later public assessment finds a majority miss, driven mainly by incomplete inventories or legacy cryptography. Switching genes off without cutting themhttps://coldtell.com/bets/silence/2026-07-31T00:00:00ZNormal gene editing cuts DNA. This switches a gene off and leaves it intact. Hepatitis B is simply the first disease it is being tried on. The cholesterol nobody treatshttps://coldtell.com/bets/lpa/2026-07-28T00:00:00ZAn inherited cholesterol-like particle raises heart-attack risk and has no treatment. Several drugs now lower it; the question is whether that prevents heart attacks. Can AI invent, or only speed things up?https://coldtell.com/bets/aiinvent/2026-07-31T00:00:00ZAI has sped up drug chemistry for years. This asks the harder question: did AI come up with a biological idea nobody had? Small reactors arrive too latehttps://coldtell.com/bets/smr/2026-07-31T00:00:00ZTech companies keep announcing nuclear deals for their data centres. This bets almost none of it is switched on this decade. Sodium batteries scale anywayhttps://coldtell.com/bets/sodium/2026-07-31T00:00:00ZSodium-ion batteries trade cheaper, abundant inputs for lower energy density. This asks whether China still deploys them at grid scale while lithium is cheap. Gas cannot be the bridgehttps://coldtell.com/bets/gas/2026-07-31T00:00:00ZNew gas plants are widely proposed for AI demand, but prime turbine slots are heavily reserved into 2031. A new antibiotic class reaches patientshttps://coldtell.com/bets/abx/2026-07-31T00:00:00ZZosurabalpin attacks drug-resistant Acinetobacter through a new target. The test is whether that mechanism survives a pivotal trial.