Volksbanken and Sparkassen Open Crypto Retail: Germany Banks Bitcoin
German cooperative banks open crypto trading to millions of retail customers under the MiCA framework. Banked retail crypto is scaling up.
7 h ago 7 8
Warsh: AI Has "Immense Implications" for Rates – Framework Signal or Smokescreen?
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
Aisha Bello
DeepSeek V4 in mid-July with peak-time pricing: the next AI compute shockwave is taking shape
DeepSeek announces V4 for mid-July with peak-hour differentiated pricing - a business model revealing intensifying GPU capacity constraints.
Jul 1, 2026 at 09:39 9 8
Arjun Mehta
DeepSeek V4 in Mid-July and Peak-Time Pricing: The Next AI Compute Shock
Deflation in AI computing shows no signs of stopping: DeepSeek announces V4 for mid-July with a peak-time pricing grid—a structural signal for specialized cloud margins.
Jun 30, 2026 at 10:07 10 11
Arjun Mehta
**Strategy allows BTC sales to buy back its shares: when the Treasury model cracks under pressure**
Strategy (formerly MicroStrategy) has authorized the sale of Bitcoin to fund share buybacks—a symbolic break from Saylor's "never sell" dogma. With BTC at $59,000 and negative funding rates, the mechanics of the Digital Credit Capital Framework deserve a cold analysis.
Jun 29, 2026 at 20:51 9 12
Yuki Tanaka
SpaceX: The Mega Leap Deal and the Never-Resolved Question of Governance
The Financial Times analyzes the "leap of faith" behind SpaceX's mega bond deal—a debt raise without audited accounts, without public governance, based solely on Elon Musk's reputation. A model that raises growing questions for institutional investors.
Jun 29, 2026 at 17:16 13 14
Daniel Schmidt
Strategy Adopts a Digital Credit Capital Framework: Up to $1.25 Billion in Bitcoin at Stake
MicroStrategy, now renamed Strategy, reaches a new milestone in its crypto bet: the company adopts a financial framework allowing it to sell up to $1.25 billion in Bitcoin, shifting from a "passive Bitcoin treasury" model to active balance sheet management—an ambiguous signal in a pressurized market.
Jun 29, 2026 at 17:15 11 11
Yuki Tanaka
PBoC: First Overnight Reverse Repo and Industrial Profits Up 18.8% - Expanding the Toolkit
On June 29, 2026, the People's Bank of China introduced for the first time an overnight reverse repo instrument while keeping the 7-day repo rate stable. Meanwhile, industrial profits surged by +18.8% in May. Two signals to decode within the logic of China's supply-side model.
Jun 29, 2026 at 09:03 9 10
Heinrich Vogel
Japan: Government "Encourages" BoJ – Coded Signal Ahead of July Meeting
The Japanese government included in its annual plan on June 29 the notion of an "appropriate monetary policy" – a deliberately ambiguous signal that sets the stage for a possible BoJ rate hike in July, without stating it explicitly. The JPY carry trade is entering a risk zone.
Jun 29, 2026 at 09:02 10 10
Heinrich Vogel
OpenAI Limits GPT-5.6 at Government Request: First Instance of State Control Over an LLM
OpenAI restricts the deployment of its latest model following a request from U.S. regulators—and takes care to specify that "this should not be the norm." The precedent is set. It won’t be the last.
Jun 26, 2026 at 23:03 11 11
Arjun Mehta
Anthropic deploys its data centers worldwide: the race for exaflops enters a new phase
Anthropic's job offers reveal its global infrastructure plan. Behind local recruitments: Dublin, Amsterdam, Singapore, Tokyo. The model is hyperscaler-dependent-but the real bottleneck is certified low-carbon energy.
Jun 25, 2026 at 09:45 9 9
Arjun Mehta
Backblaze Signs $355M Deal with CoreWeave: AI Cloud Outsources Its Storage
In the AI compute value chain, CoreWeave outsources its storage infrastructure to Backblaze for $355M. A deal that reveals how specialized GPU cloud stacks are built outside hyperscalers.
Jun 24, 2026 at 18:35 8 8