Bill Miller IV manages a fund where conviction means putting real money where your thesis is, and right now that thesis includes bitcoin mirroring the adoption curve of technology itself.
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BNB Chain just became the biggest home for AI agents on any blockchain, and if you're still watching Ethereum and Base, you're looking at last year's map.
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The SEC and CFTC just published a joint framework for crypto regulation, and the lawyers are actually impressed.
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The Trump DeFi project just gave AI agents their own wallets with spending limits, and that's actually the interesting part. World Liberty Financial released AgentPay SDK, giving AI agents self-custodial wallets with programmable spending policies on EVM chains
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Coinbase just turned stocks into crypto products for everyone except Americans. Coinbase launched stock perpetual futures for non-U.S. customers, starting with major tech stocks and ETFs Contracts trade 24/7, settle in USDC, and offer up to 10x leverage on single stocks, 20x on ETFs
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The president of the Solana Foundation just declared crypto gaming dead and made herself "head of gaming" as a joke.
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A top-tier VC just said the quiet part out loud: AI is a bubble forming in real time, and most companies raising on the hype won't make it. Arun Mathew of Accel warns "bubble tendencies" are forming in AI, signaling a coming shakeout in valuations
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Corporate treasuries are buying Bitcoin by the billion while AI agents prepare to break DeFi. 18 projects raised $1.20 billion this week, with prediction market Kalshi ($1B) and decentralized social network Bluesky ($100M) leading the pack
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Tom Lee isn't just watching the agent economy from the sidelines anymore. Eightco doubled its OpenAI equity stake to $40 million, with Fundstrat's Tom Lee now on the board A crypto-native treasury holder is betting bigger on foundation models, not just infrastructure
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The Trump administration just told states to step aside on AI regulation, and whether you love it or hate it, this matters for every company building agents right now. Trump administration released an AI policy framework Friday calling for federal AI regulation that would preempt state laws
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HR tech is crossing the line from automation to autonomy, and the people building it know exactly how nervous that should make you.
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Corporate treasurers aren't experimenting with stablecoins anymore—they're making them standard equipment. Ripple surveyed 1,000+ global finance leaders who now view digital assets as strategic infrastructure, not optional pilots
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OpenAI is consolidating its scattered tools into one desktop app, and the real story is what they're killing to do it. OpenAI is merging ChatGPT, Codex (coding agent), and Atlas (browser) into a single desktop "superapp", according to someone familiar with the plan
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Gold just got a job. Bybit launched a yield product on tokenized gold (Tether Gold/XAUT), turning a 5,000-year-old store of value into an income instrument First major exchange to offer native yield on tokenized precious metals, not just custody or trading
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EtherFi just put $25M into Plume's RWA vaults, and it's the clearest signal yet that DeFi protocols are done pretending crypto yields are sustainable on their own. EtherFi allocated $25M to Plume Network's Nest vaults, starting with a Superstate-backed fund and planning a dedicated RWA vault
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Privacy tech just stopped being a crypto purist's dream and became the only viable path for putting AI agents and real-world assets on rails together.
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When $380 million walks out the door in DeFi, most platforms panic—Gauntlet just shrugged. Gauntlet, a major DeFi risk management platform, saw $380 million in deposits exit as an OKX crypto incentive campaign ended
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Get hacked once, stay broke forever. Crypto tokens lose 61% of their value on average after a security breach, according to Immunefi's new security report, and most never recover.
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Nasdaq is automating surveillance, compliance, and trading decisions with AI agents while crypto exchanges scramble to keep pace, and the humans left in the loop are there to catch what breaks, not to make calls.
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Cursor isn't just building another coding assistant—it's going vertical with its own model, betting that specialized beats general-purpose in the agent economy.
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