Nvidia Chip Sales to Double Next Year, Huang Says
Huang's doubling call lands as the rest of the AI supply chain is still ramping to catch Nvidia's first-mover scale, framing the next cycle as another up-leg rather than a digestion year.
Institutional crypto activity — corporate treasuries, custody mandates, pension and endowment moves, and bank involvement.
Huang's doubling call lands as the rest of the AI supply chain is still ramping to catch Nvidia's first-mover scale, framing the next cycle as another up-leg rather than a digestion year.
The call matters less than the framework: Grayscale's three-part checklist (structural trend, cycle stage, macro) now reads go on all three, which is the signal institutions will actually act on.
The hire hands DCG a credible public-market face for a Zcash miner that already prints 28% of network supply, with a clean Nasdaq exit at a $400M implied valuation.
The MPC pause leaves UK policy among the more restrictive of the major advanced economies, signalling the BoE is comfortable letting prior tightening work through services inflation before cutting…
Stablecoins have historically been a crypto-native affair. MoneyGram, Revolut and CACEIS jumping in this summer marks the category's clearest break from that origin story.
Seven Senate Democrats just signaled they want to keep bipartisan Clarity Act talks alive, but the 60-vote path now runs through presidential conflict-of-interest reform, not partisan math.
Hougan's reversal points to the real driver behind the headline: SEC and CFTC rulemaking are quietly filling the legislative gap, and Wall Street is already building around it.
Russia's largest exchange brings USD-quoted, ruble-settled perps to 72,000+ qualified investors already active in its crypto-linked futures market, with cumulative volume topping RUB 600 billion.
The call puts a 25 basis point increase back on the table, a hawkish signal for risk assets that had been pricing the tightening cycle as finished.
The layer-1 lets a single USDC balance cover both payments and fees, and its founding validators include BlackRock, Visa, Mastercard, and DTCC, putting institutional names inside the network's…
The president says he backs Fed independence even while arguing rates should be lower, a stance risk-asset traders read as pressure for easier monetary policy.
Another quarter-point move extends the tightening cycle, and risk assets from equities to crypto now have to price a higher-for-longer path.
The new Fed chair is staking his credibility on price stability over risk-asset relief, a stance that sets the tone for every cut expectation priced into markets.
The Fundstrat head is sticking with a multi-year bullish call into year-end, with the question being whether the bid he has been front-running finally arrives or keeps sliding into the next quarter.
Another quarter-point move extends the tightening cycle, and the marginal dollar of liquidity for crypto and equities just got more expensive to chase.
The pressure campaign lands as markets price in easing, with risk assets from Bitcoin to equities sitting on the other side of every Fed cut.
The unusually blunt language puts the executive branch on a collision course with the central bank and revives questions about Fed independence at a sensitive moment for rate expectations.
Months after dismissing the pitch, Goldman published research on Hyperliquid and hosted roughly 20 investors including Point72 and Citadel, pushing institutional interest past token exposure into the…
The real prize is grid-connected power: miners trade at 12.9x forward sales versus 3.7x for those without AI contracts, as 151 data-center moratoriums and a five-year interconnection queue make…
Later-stage deals captured nearly 79% of the quarter's capital, and the U.S. took almost three-quarters of it, even as new fund count fell to its lowest since 2019.