Predictive markets are speculating on a SpaceX-Tesla merger that would create a $5 trillion titan. Analyzing this thesis reveals as much about the biases of predictive markets as it does about Musk's actual strategy.
Jun 23, 2026 at 04:29 5 4
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.
6 h ago 6 7
Two months of record outflows: US spot Bitcoin ETFs lose nearly $9B cumulatively. The institutional channel withdraws as the price rebounds on the dovish NFP.
6 h ago 6 6
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 listing of an entity linked to Securitize on NYSE boosts SOL by 19%. The market is betting on Solana as the preferred institutional tokenization rail, alongside Ethereum.
6 h ago 4 4
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
A stablecoin listing global giants as members without their consent: the OUSD episode reveals governance flaws threatening institutional crypto coalitions.
yesterday 9 9
MiCA Day+2: ESMA Publishes First CASP Register Update. Standard Chartered Listed. Binance Still Absent. Regulatory Divide Widens.
yesterday 8 8
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
Autonomous AI agents, credit card, in-house blockchain: Robinhood no longer wants to be just a broker. This full-stack vertical integration is redrawing the boundaries between TradFi, FinTech, and DeFi.
Jul 2, 2026 at 16:36 10 10
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
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
