US September CPI arrives Wednesday, a print that has become the dominant volatility event for crypto this cycle. The same week, Paradigm's Frontiers conference convenes around stablecoins and AI infrastructure....
Morgan Stanley argues that investors are too focused on China's passenger EV market and are overlooking CATL's commercial vehicle, European, and global growth engines. The bank estimates a sustainable TCO...
Polymarket's Protocol V2 unifies ERC-1155 position tokens, pUSD collateral, and a single exchange and router, adding native multi-source oracles and cross-chain support. Testing runs through October–November, with new markets adopting...
Nvidia's off-balance-sheet commitments jumped to $530 billion from $184 billion in a single quarter, spanning supply, data-center backstops, and cloud leases. SemiAnalysis sees the total potentially exceeding $1 trillion, but...
Individual investors still control about two-thirds of circulating bitcoin, while corporate holders like Strategy and Metaplanet face mounting cash pressures. The ownership split reveals a market driven by retail conviction...
US AI infrastructure venture funding hit $33.5 billion in 2026, nearly doubling 2025, as capital shifts from single-component bets on compute or power toward integrated 'AI factory' systems. Cross-path investors...
France is debating an exit tax that would levy charges on unrealized crypto gains above €800,000 when holders leave the country. The proposal could trigger capital flight, complicate valuation, and...
An on-chain analyst has flagged CryptoBilis, N-Crypt, Tokopedia and Shopee as potentially risky resellers after a Ledger hardware implant incident. The case exposes how thin official distribution and high e-commerce...
Micron Technology reported $37.7 billion in quarterly net income, surpassing Apple's $29.8 billion, as a global memory shortage hands the chipmaker unprecedented pricing power. The shift is squeezing Apple's margins...
COLDCARD has warned users after a phishing post appeared on its official X account, saying it found no matching login record. A researcher found the fake migration site was designed...
Bank stocks fell globally as bond yields hit a 24-year high, causing $326.7 billion in unrealized losses on bank-held securities. The situation echoes the 2023 SVB collapse, raising fears of...
The IMF warns that advanced economies have become the worst offenders on debt, with rising interest burdens and limited fiscal space. This shift of risk from emerging to developed markets...
Elon Musk says his companies could build chips better than anyone through their custom equipment expertise, floating a Terrafab initiative. The move could reshape crypto's hardware economics — from mining...
MEV is not a flaw to be engineered away but a structural feature of any system with shared state and sequential execution. Ethereum's PBS model prices ordering rights publicly, while...
USDC's post-quantum migration is not a solo Circle upgrade but a multi-chain, multi-party engineering challenge involving 37 blockchains, wallets, custodians, bridges, and users. The real risk is not a single...
Market making and gamma scalping appear to be distinct strategies, but both are fundamentally about deciding how much position to hold after a price change. The difference lies in cost...
A joint report from Outpost Research and SlowMist warns that AI agents are shifting on-chain risk from private keys and contract bugs to prompt injection, memory poisoning, and tool supply...
Elon Musk said Terrafab, a Tesla-SpaceX-Intel chip venture in Texas with over $15 billion in initial investment, will eventually build chips better than anyone, despite admitting he does not yet...
US stocks hover near record highs, but extreme earnings concentration and deteriorating market breadth have sparked a fierce debate among institutional investors. Goldman Sachs remains bullish, while Morgan Stanley and...
COLDCARD's official X account was compromised and used to post a fake security advisory with a phishing link, prompting users to "migrate" assets to a counterfeit site. The post has...
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