Berkshire $397B in cash: Greg Abel inherits a dry weapon and a message
Berkshire's record war chest at the opening of the Abel era is as much a tool as an implicit signal on US valuations.
10 min ago 0 0
Gold and central banks: the WGC 2026 survey confirms a structural accumulation cycle
90% of the central banks surveyed cite inflation hedging, long-term performance, and diversification away from the dollar as reasons for their gold purchases. A structural anchor, not cyclical.
yesterday 6 3
Heinrich Vogel
Taiwan tightens crypto law: mandatory licenses, 100% reserves, and criminal penalties - Asia's MiCA is here
The very day MiCA comes into force in Europe, Taiwan adopts Asia's strictest crypto regulatory framework. Global regulatory convergence becomes an operational reality.
Jul 1, 2026 at 09:38 9 3
Lars Eriksson
Ethereum Foundation: After Layoffs, Funding Risk Resurfaces
Three weeks after restructuring 20% of its workforce, a former executive of the Ethereum Foundation warns of a structural funding gap linked to the drop in ETH and the governance transition.
Jun 26, 2026 at 23:03 16 4
Lars Eriksson
CoreWeave: Explosive AI Growth vs. Strained Liquidity - The Paradox of the Public GPU Cloud
CoreWeave (CRWV) has signed ~$24 billion in contracts with Microsoft and OpenAI. Yet its stock price is down 15% below its IPO price. The issue: funding a capital-intensive GPU infrastructure in a high-interest-rate environment, with structurally negative free cash flow.
Jun 24, 2026 at 10:00 13 4
Arjun Mehta
Ethereum Foundation cuts 20% of its workforce and reorganizes into clusters
54 positions eliminated, leadership in transition: the Ethereum Foundation restructures - not a cash crisis, but an organizational transformation toward a specialized cluster model.
Jun 23, 2026 at 21:45 9 1
Lars Eriksson
CoreWeave: The Liquidity Shock Meets AI Scale - Does the Model Hold?
CoreWeave embodies the promise of AI infrastructure: soaring revenues, top-tier hyperscaler contracts-and bleeding cash. The June 2026 analysis exposes the paradox of specialized GPU cloud.
Jun 23, 2026 at 12:57 6 1
Arjun Mehta
Netflix makes an acquisition applauded by Wall Street - and it's a signal to decode
After years of strictly organic growth, Netflix is opening its wallet. The market's immediate positive reaction is not insignificant: it reveals a re-rating thesis under construction.
Jun 23, 2026 at 02:45 4 0