Estimating the Potential Size of the US Compute Futures Market
LexSokolin · x · 2026-07-17
By comparing the ratio of annual derivatives trading volume to annual production across various commodities, we can estimate the potential size of the US compute futures market.
Reference ratios show US electricity at about 2.5, crude oil at 26, and gold at a massive 86014. As an emerging commodity, the derivative market activity for compute power is expected to fall somewhere between electricity and traditional energy sources.
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