CoreWeave: When AI Growth Hits the Liquidity Wall
The GPU-cloud platform favored by large language models is experiencing a "liquidity shock," revealing a structural tension in AI infrastructure: scale ≠ solvency.
Jun 23, 2026 at 02:45 6 5
Trump renews offensive against the Fed: governors in the crosshairs
After installing Kevin Warsh as Fed chair, Trump's allies cross a new threshold: reshaping the entire Board of Governors. An institutional escalation with potentially systemic consequences for U.S. monetary credibility.
yesterday 8 11
Heinrich Vogel
Merz unveils €10 billion in tax relief: Germany's budgetary awakening changes the ECB equation
Germany's budgetary golden rule gives way. 10 billion euros in tax relief, a decision that reshuffles the cards between Berlin, Frankfurt, and the European bond markets.
Jul 2, 2026 at 16:36 9 11
Heinrich Vogel
Q3 2026, Day 1: Laggards Take the Lead, Sector Rotation Settles In
The Nasdaq had posted a +21% gain in Q2. On July 1st, its victims are bouncing back. The early-quarter rotation raises the real question: is this tactical or structural?
Jul 1, 2026 at 22:47 8 8
Eleanor Whitfield
Yen at 40-Year Low: BoJ's Countdown Begins
USD/JPY breaks through the 158-160 range - the historic tolerance level of the Ministry of Finance. The Bank of Japan has fewer and fewer reasons not to act in July.
Jul 1, 2026 at 09:38 9 9
Heinrich Vogel
Securitize crosses the stock market threshold: tokenization of alternative assets enters the era of public transparency
Securitize shareholders have approved the merger that will make the tokenization platform publicly listed—a world first for this sector.
Jul 1, 2026 at 09:38 8 11
Elena Fischer
Securitize crosses the stock market threshold: asset tokenization enters the era of public transparency
The shareholder vote that changes the equation: Securitize will be the first tokenization platform listed on the stock market – and the sector will now have to justify its promises to the markets.
Jun 30, 2026 at 23:30 11 12
Elena Fischer
KOSPI -8.3% and circuit breaker: Asian contagion reveals the fragility of the semiconductor rally
On June 26, 2026, South Korea suspends trading on its flagship indices. Apple raises its prices, the Asian supply chain collapses. The tech sell-off is no longer limited to the Nasdaq.
Jun 26, 2026 at 08:37 14 13
Eleanor Whitfield
PCE May 2026: U.S. Inflation Exceeds 4%, Warsh's Fed Under Maximum Pressure
For the first time since June 2023, the US PCE index exceeds 4% year-over-year—and markets must now price in a rate hike that many had hoped was unlikely.
Jun 25, 2026 at 22:33 12 11
Heinrich Vogel
Ethereum Foundation: 20% of Workforce Laid Off, Reorganization into Specialized Clusters
54 positions eliminated, a thematic cluster-based architecture, several departures in leadership: the Ethereum Foundation is undergoing a major restructuring. This is not a crisis-it’s an organizational transformation aligned with the 2026 tech/AI trend.
Jun 24, 2026 at 10:00 11 8
Lars Eriksson
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 4
Lars Eriksson
German PMI: Double Floor at 18 and 43 Months - European Economy on Red Alert
In June 2026, Germany sends two simultaneous contraction signals that markets can no longer ignore: overall activity at its lowest in 18 months and a services sector collapsed to its weakest level in 43 months-unseen since the post-Ukraine energy crisis.
Jun 23, 2026 at 12:40 6 5