Tom Lee: mega tech IPOs won't crash the S&P 500
The 5–6% of S&P 500 market cap headline is huge, but Lee's real argument is that family offices and pensions are structurally underweight public equities and will absorb the flow.
AI in crypto — on-chain AI agents, decentralized compute, AI-native tokens, and machine-learning inference networks.
The 5–6% of S&P 500 market cap headline is huge, but Lee's real argument is that family offices and pensions are structurally underweight public equities and will absorb the flow.
Majors keep their cool — implied vol is sliding and open interest is steady — while speculative flows rotate into AI tokens, HyperLiquid, and a thinning privacy-coin trade.
Coinbase is set to launch perpetual-style equity index futures in the United States on June 8, giving traders the…
The re-affirmation matters more than the date itself: the publisher is committing full-year guidance to GTA 6 shipping on time, with Rockstar's marketing push yet to start.
Four new contracts trade via the CFTC-regulated Coinbase Derivatives arm starting June 8, layering thematic equity exposure onto an 'everything exchange' push that already covers Mag 7 names and…
The prediction rides a structural bid — 800+ tonnes of annual central-bank buying plus ETF inflows and constrained mine supply — that the model says survives even a triple-threat bear case.
The Trump administration is set to deploy $2 billion into quantum computing companies in exchange for equity stakes…
Anthropic is reportedly in advanced talks to lease AI compute infrastructure powered by Microsoft's proprietary…
Foundation, best known for its Passport line of Bitcoin hardware wallets, has closed a $6.4 million funding round to…
The rally is narrowing: capital is rotating into perpetual-futures protocols and quantum-resistant names with hard use cases while $BTC, $ETH and majors trade flat, a pattern Marex frames as a relief…
The Trump administration is preparing to award $2 billion to quantum computing companies, with a notable twist: the…
The 6.5% jump that pushed HYPE's weekly run to 53% sits on top of a 15% surge in futures volume — the kind of positioning buildup that tends to resolve in one direction once options-implied vol…
Coinbase CEO Brian Armstrong has revealed that artificial intelligence has fundamentally rebuilt the company's…
The speedup is the headline, but Armstrong's split — AI handles the repetitive work, humans verify the outcomes — is the template every compliance-heavy crypto firm will be benchmarked against.
Anthropic has agreed to pay SpaceX nearly $45 billion over three years for computing resources to support its Claude AI…
The buy is a quiet but loud signal: a top institutional desk is accumulating the native token of a perps DEX and putting it to work as a yield-bearing asset, not just a trade.
The order carves a voluntary, pre-release disclosure window for frontier model developers — short of the binding mandate some in industry had braced for, and a tell on where the White House wants AI…
The feature isolates AI trading activity from a user's main account — capping leverage, withdrawals, and permissions per agent — and ships as API-only from day one.
Nvidia's data-center business is now 90%+ of revenue and growing 12% quarter-on-quarter — for Bitcoin miners pivoting to AI compute, the demand signal just got louder.
The Data Center line — up 92% to $75.2B — is the real beat, and the $91B Q2 guide excludes any China compute revenue at all.