AI Infrastructure: $638 Billion Order Book, 18-Month Low Prices - The Cycle Discount
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
Microsoft and the AI sell-off: opportunity or value trap at the start of H2?
The market is penalizing Microsoft's AI capex spending before monetization is proven—a structural warning for all of Big Tech at the start of H2 2026.
Jun 30, 2026 at 10:08 10 11
Eleanor Whitfield
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 17
Lars Eriksson
Bitcoin and Ethereum: Traders Anticipate More Pain After Monthly Losses Exceeding 20%
With drops exceeding 20% in June 2026, BTC and ETH posted their worst month since late 2022—and the derivatives structure signals that the market has yet to capitulate.
Jun 25, 2026 at 22:35 12 12
Yuki Tanaka
SpaceX Loses $900B Since Its ATH: Lockup Expiry, Opaque Governance, and Ignored Risk Premium
Since its peak on June 16, SpaceX has erased approximately $900 billion in market capitalization. The expiration of the insiders' lockup period brings back into focus the structural fragilities of a private company valued through secondary markets without financial transparency.
Jun 25, 2026 at 03:01 9 7
Daniel Schmidt
Santander reaches an AI milestone: towards banking commerce entirely enhanced by artificial intelligence
Banco Santander announces a new phase in its AI deployment for trade services: automation of international trade financing, predictive risk scoring for buyers/sellers, and reduction of documentary friction. AI banking moves from labs to the P&L.
Jun 24, 2026 at 10:00 11 8
Aisha Bello
Goldfinch Finance Shuts Down Its Prime Protocol: $100M in DeFi Loans, Defaults, and the End of a Chapter
The Goldfinch community has voted to shut down Prime, its institutional on-chain lending arm. A post-mortem on the limits of uncollateralized DeFi credit.
Jun 23, 2026 at 21:46 12 5
Lars Eriksson
SpaceX on the Stock Market: Is It Still Time to Invest - and How?
SpaceX is valued at ~$350 billion in private markets. For individual investors, access is nearly impossible-and the timing of a potential IPO remains unclear. Breakdown of access routes and real risks.
Jun 23, 2026 at 04:29 4 4
Daniel Schmidt
**BITX and Leveraged Bitcoin ETFs: Why Daily Rebalancing Eats Your Capital**
**2x Leveraged Bitcoin ETFs like BITX appeal with their promise of amplified returns.** But their daily rebalancing mechanism creates invisible structural value destruction-something Bitcoin’s recent performance has temporarily masked.
Jun 23, 2026 at 04:29 7 4
Yuki Tanaka
BITX: Leveraged Bitcoin ETFs, a Mechanism That Devours Capital
The ProShares Ultra Bitcoin ETF (BITX) shows a 2× beta on the upside - and on the downside. Volatility decay isn't a detail: it's the core of the issue.
Jun 23, 2026 at 02:45 4 4
Yuki Tanaka
PBoC keeps rate at 1.25% and injects 600 bln yuan: China ends Q2 on life support
The Chinese central bank floods markets with liquidity at the end of the quarter, accentuating monetary divergence with the Fed—and the risk of competitive devaluation of the yuan.
Jun 30, 2026 at 10:05 14 12
Heinrich Vogel
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