Revenue fell 23% year-over-year to $37M as the former bitcoin miner retools into AI infrastructure, but $533M in total liquidity keeps the build-out funded through the transition.
The treasury drawdown sent MARA from second to fourth among public bitcoin holders — a structural reordering, not a quarter-end liquidity shuffle, with 90% of non-hosted power earmarked for AI…
The AI firm won't recognize any transfer of its private shares — including through SPVs or tokenized pre-IPO offerings — as crypto venues race to repackage restricted equity for retail traders.
The BitMEX co-founder ties the US-China AI buildout to an accelerating credit cycle he says is engineered to debase the dollar — Bitcoin is just the cleanest expression of the trade.
BitMEX's co-founder ties the call to a structural credit-expansion thesis — AI buildout, war spending, and infrastructure stimulus in both USD and RMB — and says momentum will accelerate once $90K…
The 173% jump year-over-year was driven by a $224M mark-to-market hit on the bitcoin CleanSpark holds — and management kept steering the story toward AI infrastructure rather than the mining P&L.
The headline figure spans cumulative protection since 2023, with $1.98B saved in Q1 2026 alone from 22.9M flagged attempts — but Binance Research's own data flags AI as 2x better at exploitation than…
The headline figure is big, but the more interesting beat is the infrastructure behind it: 100+ AI models trained on deepfake, phishing and social-engineering patterns, now scaling across 5.4M users.
The call is a stacked thesis: $250K Bitcoin, ETH/BTC ratio reversion to 2021 highs, and AI agents driving on-chain settlement. Each leg has to land for the number to work.
The acquisition pairs MoonPay's payments rails with an AI strategy-builder, a move that targets retail traders on platforms like Polymarket as agent-driven flow starts to reshape prediction markets.
The second sale on Bitget's IPO Prime desk implies an $898.2B OpenAI valuation — a synthetic pre-IPO bid for a private round that still has no public float.
The $4–$7 base case is the headline, but the wedge setup pointing at $3.73 and the $1.60 breakout trigger are the levels that decide whether the call holds.
The Palais du Louvre returns for a sold-out June edition with a journalist-led agenda, capped attendance, and a no-pay-to-speak policy aimed at keeping the room institutional.
The $2.34-a-share loss is a function of a 25% BTC drawdown; the $1.5B Long Ridge deal, the $1B note buyback, and the Starwood gigawatt pipeline are what investors are actually underwriting.
Tether is funding an edge-AI platform with operating cash from USDT reserves — MedPsy's claims beat larger medical models, but independent replication will decide whether the 'intelligence reserve'…
Senior voices at Consensus Miami frame crypto as the only settlement layer autonomous agents can actually use — a structural thesis, not a feature pitch, with 120 partners already on board.
Mozilla compressed 14 months of security work into one month with model-assisted discovery — the bug bounty, dating to 2006, is the cleanest evidence yet that frontier AI is reshaping the…
A single quarter of tokenized equity trading outpaced the prior six months, and tokenized gold has already cleared its full-year 2025 total — the RWA thesis is no longer hypothetical flow.
The world's largest asset manager filed to bring a Treasury-backed yield product on chain, and chose Ethereum over every other L1 — the same chain stablecoin holders already live on.
The argument hinges on a privacy collapse he sees coming for any persistent on-chain AI identity — and on a ZK API design that breaks the link between agent and on-chain footprint.
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