Musk’s businesses face closer scrutiny, Chamath questions what he missed, and Armstrong’s bipartisan strategy confronts a new Congress. What the result means for crypto and AI.
Copper demand is forecast to rise 50% by 2040, the owner of the New York Stock Exchange is investing in onchain markets, and billions are flowing into the energy infrastructure behind AI.
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Earlier editions
THE NASDAQ-100 ONCHAIN, ARTHUR HAYES’ AI COMPUTE MARKET, RIPPLE’S AI TREASURY, 24/7 U.S. PERPETUALS, THE NBA’S PREDICTION MARKETS AND CRYPTO’S $176M MIDTERM PUSH ↗
MONEY20/20’S STABLECOIN AND AI-AGENT PAYMENTS, CRYPTO BEYOND ITS LABEL, AI’S INVESTMENT TEST, AND NVIDIA’S REBOUND AS CIRCLE SLIDES ↗
OPENAI’S $30 BILLION RAISE, TETHER’S ANSWER TO A SENATE REPORT, ESPRESSO’S 1 MILLION TPS CAPACITY, AND HOW TO PROVE AN AI MODEL IS YOURS ↗
BITCOIN BACK ABOVE $82K, LOFTY’S AND MILO’S $100M MILESTONES, HOW TO EXIT A PROPERTY TOKEN, AND T54’S PLAN FOR AGENTS THAT CHOOSE INVESTMENTS ↗
Cloud demand is accelerating, but Amazon’s building spree has pushed annual free cash flow deep into negative territory. The question for investors is how quickly that spending will pay off.
Tether’s September reserve report accounts for about 100,060 BTC. A closer look at the numbers shows how much bitcoin contributes to the stablecoin’s backing.