Former Cisco executive Mike Volpi compares the AI infrastructure boom to the dot-com fiber glut, warning that while assets will be useful, they may not stay with current owners. He...
Nvidia's board is reportedly considering removing CEO Jensen Huang, sparking fears of a $1 trillion market cap loss. Analysts warn his departure could disrupt the AI chip giant's innovation and...
MegaETH rebrands as MEGA and allocates $30 million from its treasury to build a decentralized AI inference market, launching in December. With TVL down to under $10 million, the pivot...
The US 2-year Treasury yield climbed to 4.7756%, a two-week high, as expectations of higher-for-longer Fed policy weigh on risk assets. We analyze the implications for Bitcoin, DeFi, and the...
Two Bitcoin whales moved a combined 1,929.5 BTC ($143.6M) to Binance and Kraken, sparking speculation about potential selling pressure. The transfers from long-term holders highlight the ongoing tension between profit-taking...
Bitcoin has dropped below the $75,600 short-term holder cost basis as stablecoin supply shrinks by $14.2 billion in 30 days, the fastest contraction since June 2022. While long leverage has...
Pump.fun's new Diamond rewards algorithm shifts incentives from trading volume to holding time, marking a strategic pivot from issuance speed to user retention. But the design may be vulnerable to...
A wave of protocols—ENS, Synthetix, ShapeShift, and others—are abandoning standalone L2s to redeploy on Ethereum mainnet, citing cheaper L1 execution and the true costs of running independent rollups. With Blast...
Solana Company reported Q3 revenue of $3.4 million, up 386% year-over-year, driven by staking yields from its 2.4 million SOL holdings. The results highlight the growing trend of public companies...
Nvidia shares plunged 8% in after-hours trading on a report that the board may remove CEO Jensen Huang, dragging down Nasdaq futures and the broader chip sector. The news raises...
Fed Governor Waller's hawkish comments and a hot core CPI print have reignited tightening fears, with markets now pricing a full reversal of 2025's 75bp of insurance cuts. Rising Treasury...
Nvidia's board investigates CEO Jensen Huang over a personal relationship, wiping $190 billion in market value. Scroll patches a critical proof verification bug on its L2 mainnet, and South Korea's...
US Vice President JD Vance is considering direct talks with Iranian hardliner Mohsen Rezaei, but Iran demands seven conditions before reopening the Strait of Hormuz and resuming negotiations. The diplomatic...
CoreWeave's better-than-expected Q3 results and strong guidance sparked a 25% rally, lifting the neocloud sector and broader AI stocks. The upbeat report comes just before Anthropic's highly anticipated IPO and...
Democrats have launched sweeping corruption investigations into the Trump administration after winning Congress, targeting cryptocurrency dealings, pardons, and family conflicts. The White House has warned that such probes could be...
Nvidia’s board is reportedly working with an external firm to find a successor to CEO Jensen Huang and may appoint an interim leader. The news follows a report that the...
The SEC has filed a court brief supporting the CFTC in a legal dispute over single-stock perpetual futures, rebutting claims that the CFTC overstepped its authority. The case, brought by...
Cryptocurrency investors are facing a harsh tax reality: gains realized during bull markets can trigger tax liabilities even if subsequent losses wipe out those profits. With varying global regulations and...
MSCI will remove Strategy, Metaplanet, and Yellow Cake from its global indexes on December 1, reclassifying them as investment funds. The move could trigger billions in passive outflows and pressures...
Credit-card APRs are set to remain high as a missing month of inflation data complicates the Federal Reserve's policy path. Consumers should prepare for elevated borrowing costs, while investors need...
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