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Crypto Macro

Compute as a Tradeable Asset: From Futures to Compute Dollar

Nvidia, Apollo, BlackRock, and others signed a MoU to mobilize $500B+ for GPU-backed financing, while CME announced GPU rental futures launching Oct 5. FalconX completed the first OTC compute swap, and Polymarket saw its first institutional on-chain block trade, signaling compute’s transformation into a financial asset.

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