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
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A Strategy autoriza vendas de BTC para recomprar suas ações: quando o modelo Treasury falha sob pressão
A Strategy (ex-MicroStrategy) autorizou a venda de Bitcoin para financiar recompras de ações - uma ruptura simbólica com o dogma "never sell" de Saylor. Com o BTC a US$ 59.000 e taxas de funding negativas, a mecânica do Digital Credit Capital Framework merece uma leitura fria.
Jun 29, 2026 at 20:51 9 12
Yuki Tanaka
SpaceX: o mega acordo e a questão nunca resolvida da governança
O Financial Times analisa o "salto de fé" por trás do mega-acordo de títulos da SpaceX – uma captação de dívida sem contas auditadas, sem governança pública, baseada unicamente na reputação de Elon Musk. Um modelo que levanta questões crescentes para os investidores institucionais.
Jun 29, 2026 at 17:16 13 14
Daniel Schmidt
Bancos japoneses: a fuga dos JGB diante da retirada do BOJ
Enquanto o BOJ reduz suas compras de títulos do governo, os bancos comerciais japoneses hesitam em assumir o lugar - uma tensão que ameaça a estabilidade do financiamento soberano japonês.
Jun 25, 2026 at 22:34 11 9
Heinrich Vogel
SpaceX: $600 to $900 Billion in Valuation Wiped Out - The Brutal Return of Gravity
Since its mid-June 2026 peak, SpaceX has lost between $600 billion (Seeking Alpha) and nearly $900 billion (Le Figaro) in market value, depending on the measurement dates used. Debt financing plans, a global tech sell-off, and governance concerns have combined to dampen investor enthusiasm.
Jun 24, 2026 at 10:07 8 8
Daniel Schmidt
iCapital Integrates UMBFS into its DLT Platform: Tokenization of Alternatives Crosses an Infrastructure Threshold
iCapital connects its DLT platform to UMB Fund Services, one of the largest U.S. fund administrators (~$500B under administration). This integration automates alternative asset workflows on a shared ledger infrastructure-a concrete step toward tokenized liquidity for private equity, hedge funds, and private debt.
Jun 24, 2026 at 10:00 11 7
Elena Fischer
SpaceX loses $900 billion since its peak: debt forces transparency the stock market had not achieved
SpaceX's first bond issuance triggered a nearly $900 billion capitalization correction-markets are finally subjecting the narrative valuation to fundamental scrutiny.
Jun 23, 2026 at 21:44 11 8
Daniel Schmidt
Greece absorbs $26 billion in energy investments: the continental pivot accelerates
As the EU finalizes the phase-out of Russian gas by 2027, over $26 billion is flowing into Greece's energy sector. An investment shock that is transforming the eurozone's most indebted economy into a continental strategic hub.
Jun 23, 2026 at 13:03 8 4
Lucia Ferraz
SpaceX loses $600B in three sessions: debt forces transparency the stock market failed to secure
By publishing its results exclusively on X, SpaceX had sidestepped traditional disclosure requirements. The announcement of its first bond financing changes the game-and $600 billion in market capitalization vanished in three days.
Jun 23, 2026 at 12:40 7 5
Daniel Schmidt
CoreWeave: The Liquidity Shock Intensifies as AI Scales
CoreWeave's growth is real-and so is its liquidity problem. The latest report confirms that GPU infrastructure for AI is being financed at a cost of capital that threatens margins as scale increases.
Jun 23, 2026 at 04:28 9 5