MSCI Creates First Index to Short Parts of AI While Staying Long Others
The smart money isn't asking if there's an AI bubble anymore — they're asking how to bet against specific parts of it without missing the upside.
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Standard Chartered Projects 150% Upside for Two-Year-Old DeFi Protocol
A London bank just told its clients that a two-year-old DeFi protocol is worth analyzing with the same rigor as sovereign debt. Standard Chartered published its first research coverage on Ethena's ENA token, projecting a price target of $2 by end-2028, roughly a 7x gain from current levels.
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EliseAI Hits $4B Valuation Automating America's Most Hated Industry
While everyone watches chatbots write poems, a $4 billion company is quietly automating the most friction-filled industry in America: housing. EliseAI raised funding at a $4 billion valuation led by a16z and Bessemer, making it one of the largest vertical AI plays in real estate
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Kalshi Kills Trader Rewards After Users Gamed System for Millions
The prediction market that beat the regulators just cut the program that made beating them profitable. Kalshi is terminating its volume incentive program effective October 13, following questions about clustered ether perpetual trades that looked like wash trading
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Robinhood Gives Retail Traders Hedge Fund Weapons Starting This Weekend
The platform that democratized stock trading just handed retail investors the tools hedge funds used to gatekeep—perps, 24/7 markets, and AI agents that trade while you sleep.
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Robinhood Gives Retail Traders 10x Leverage and an AI That Never Sleeps
Robinhood just handed retail traders the two most dangerous tools in finance at the same time: an AI that never sleeps and enough leverage to go broke by breakfast.
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Tech CEOs Sign Toothless AI Safety Pledge While Gutting Federal Oversight
The foxes just signed a "morally binding" promise to guard the henhouse. Trump hosted tech leaders including Zuckerberg, Musk, and Amodei at the White House, where executives signed a voluntary AI safety accord that Trump called "morally binding" while praising "tremendous self-regulation."
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OpenAI Bets Enterprises Will Pay $6,000 Per Seat for AI That Never Sleeps
OpenAI is betting that enterprises will pay $6,000 a year per seat for AI that never logs off. OpenAI's DevDay keynote will unveil an always-on agent, a $500/month ChatGPT tier, and Dots — their answer to Meta's Muse memory system
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OpenAI Delays IPO Indefinitely While Burning Billions on Compute
The company burning billions on compute just promised to keep slashing prices while delaying its IPO indefinitely. Sam Altman outlined OpenAI's three-part strategy at DevDay: best models, easiest developer platform, marketplace distribution. ChatGPT now hits 1.2 billion weekly users.
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S&P 500 Options Are Going Onchain Under New 25-Year Cboe Deal
The S&P 500 just got a 25-year runway to go onchain, and Wall Street's biggest players are already building the rails.
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Trump Bans Federal Agencies From Saying "AI
The federal government just decided that language determines reality, and every AI policy written in the last decade now uses the wrong word.
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Vatican Challenges Jensen Huang Hours Before White House AI Summit
The Vatican just picked a fight with Silicon Valley's most powerful CEO on the eve of the White House's biggest AI policy meeting, and what happens next will define who writes the rules for the agent economy.
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SEC Charges Two AI Trading Schemes That Stole $15M Using WhatsApp and Fake Screenshots
The scammers didn't need sophisticated technology. They just needed WhatsApp, fake screenshots, and the magic word "AI."
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Aztec Resurrects Privacy Wallet Regulators Killed Three Years Ago
Privacy on public blockchains just got a second life, three years after regulators made it too expensive to keep the lights on. Aztec Labs relaunched zk.money, a self-custodial privacy wallet that masks payments on its Ethereum Layer 2, after shutting down the original version in 2023
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OpenAI Ships 20 Products While Killing Its Most Advanced Model
OpenAI just shipped 20 products in one day while simultaneously killing its most advanced model — turns out the AI that helped them move this fast was too dangerous to release.
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OpenAI Turns ChatGPT Into Your Full-Time Digital Employee
OpenAI just turned ChatGPT from a chatbot you summon into a worker you employ. OpenAI launched Dots at DevDay, always-on AI assistants powered by GPT-6 Astra that work continuously in the background across 4,000+ apps
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Morgan Stanley Builds Secret DeFi Lab Inside Wall Street's Fortress
Wall Street's risk committees just gave DeFi a sandbox, not a seat at the table. Morgan Stanley launched a digital asset lab to test DeFi vaults and tokenization tech in an isolated environment, separate from its core banking systems
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Britain's AI Minister Admits: We Can't Power Our Own Data Centers
Britain wants sovereign AI but can't plug it in, so one data center is firing up gas generators while the government promises to fix a decade-long grid queue.
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El Salvador's Bitcoin President Just Launched a Digital Dollar App Instead
The country that bet its reputation on Bitcoin just launched a dollar app instead. El Salvador launched Sivar, a government-backed app for digital dollar transfers built on Coinbase's Base network, with $2 cross-border processing fees plus separate funding and withdrawal charges
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Anthropic Warns IPO Investors It Might Accidentally Kill Everyone
The company warning investors it might accidentally build something that kills everyone is also asking them for $2 trillion. Anthropic filed for a $2T IPO with prospectus disclosures including $42B in losses, $518B in planned spending, and 2025 revenue of nearly $5B, up 12x year-over-year
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