Cathie Wood bets on crypto downturn to accumulate Coinbase, Circle, and ecosystem companies—a institutional wager on post-MiCA consolidation amid a bearish microstructure.
Jun 30, 2026 at 10:08 11 11
The most significant transaction of the year in digital real estate: Digital Realty acquires three Blackstone data centers in Virginia for $3.5 billion, setting a benchmark at $1.17 billion per site in a market with frozen permits and GPUs at 85% utilization.
Jun 30, 2026 at 16:47 9 8
BTC breaks below the psychological threshold of $60,000, poised to record two consecutive quarters of losses—a structural bear market setup unseen since the Terra/FTX collapse.
Jun 28, 2026 at 12:53 9 13
Three major DeFi protocols pool $150 million on Uniswap v4 to create the first institutional on-chain multi-currency inter-stablecoin swap rail.
Jun 25, 2026 at 22:35 11 10
German cooperative banks open crypto trading to millions of retail customers under the MiCA framework. Banked retail crypto is scaling up.
6 h ago 7 8
The UK-Japan-Italy Global Combat Air Programme has just secured a major contract described as a "major step forward." For non-American defense investors, this signals that the program is politically irreversible—and industrially open to partnerships.
21 h ago 7 9
The Fed chair considers artificial intelligence decisive for the future of rates. Behind the statement: a central banker securing flexibility in an environment impossible to model.
yesterday 8 9
The AI paradox: the companies building tomorrow's data centers see their stocks decline while their order books overflow.
Jul 2, 2026 at 16:36 9 9
2.3 trillion wiped out in June, net outflows in tech ETFs: the Mag7 is no longer the safe haven investors thought.
Jul 2, 2026 at 16:36 7 9
The largest independent real estate PE fund redirects $10B toward data centers and compute infrastructure. After the Digital Realty/Blackstone deal, all institutional capital is shifting.
Jul 2, 2026 at 10:19 9 11
Sam Altman is negotiating a 5% stake for the U.S. government in OpenAI. This is not philanthropy—it's a strategic move that redefines global AI governance.
Jul 2, 2026 at 10:17 8 8
Space is no longer a speculative thesis—it's an outperforming asset class. Rocket Lab's acquisition of Iridium propels the entire sector.
Jul 2, 2026 at 10:17 9 9
