The headline is the rotation thesis: stocks, metals, oil, even potatoes are at highs while crypto lags — and the Saylor, Tom Lee, and Clarity Act reads point to a violent catch-up trade into midterms.
OpenAI's frontier models and Codex are now available directly on Amazon Web Services, giving enterprise customers a…
The public-listing submission lands weeks after a reported $65B raise that valued the Claude developer above OpenAI's March mark — a Wall Street test of how AI's private-paper gains translate.
Prediction markets are now pricing a 61% probability that Anthropic, the AI safety company behind the Claude model…
Anthropic, the AI safety company behind the Claude family of large language models, has confidentially filed with the…
IREN has landed $3.65 billion in A-rated financing to fund a major AI infrastructure buildout for Microsoft, marking…
AI's +31.9% cap-weighted gain led a month of selective rotation, with DePIN, GameFi, and memes splitting the rest of the flow into pockets of strength and broad underperformance.
Intel is set to launch a new AI chip before the end of 2025, marking a direct push into the accelerator market…
HODL conviction is rebuilding on the holder-side data while a DeFi perps venue outpaces Nasdaq on throughput — a stack of structural signals pointing to where the next leg of crypto flows could land.
SoftBank has committed €45 billion to build large-scale AI data centres across France over the next five years, in one…
Goldman Sachs is forecasting AI-related capital expenditure to reach $905 billion by 2027, a projection that…
The brokerage is rolling out crypto wallets, staking and tokenized securities while pitching institutional-grade latency and AI tooling to a 30M-user retail base — a contrarian angle as rivals race…
NVIDIA has crossed a landmark threshold, now spending more than $100 billion annually in Taiwan — a figure that…
Microsoft, Dell, and other major PC manufacturers are reportedly preparing to launch a new wave of Nvidia-powered…
BitMEX co-founder Arthur Hayes has publicly predicted that HYPE, the native token of the Hyperliquid decentralized…
OpenAI is reportedly in talks to bring JPMorgan and Citigroup onto its IPO banking roster, joining Goldman Sachs and…
The Strategy founder reframes the liquidity playbook: spend short-half-life assets first, treat BTC as a multi-generational store of value.
Total altcoin market cap is down 43% from peak, ETH is off 59% and ADA is off 92% — the same macro signature as December 2019, when S&P 500 was in price discovery and Dogecoin was about to run…
Buterin used an EthCC keynote to argue the industry is structurally vulnerable to the same trade-offs that pushed OpenAI from openness to closed safety to rapid growth.
Ronghui Gu warns the industry is building up catastrophic security debt by granting autonomous agents access to credentials and wallets without isolating the execution environment — and a new class…
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