The best short-seller in the game thinks AI valuations are built on sand, and he's putting money on it. Carson Block of Muddy Waters Capital says fundamentals still matter more than technicals in short selling, even as AI hype dominates markets
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The SEC just charged a crypto executive for selling "insured" tokens that had no insurance, and the case shows exactly why tokenized assets need more than marketing promises.
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Tokenization won't rescue your illiquid real estate fund, and the people building this infrastructure finally said it out loud.
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A four-month-old AI lab just raised half a billion dollars at a $4 billion valuation because it's building agents that teach themselves. Recursive, founded by ex-DeepMind and OpenAI engineers, raised $500M at a $4B valuation from Google Ventures and Nvidia
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Andreessen Horowitz just backed an AI accounting platform, and if you think bookkeeping is boring, you haven't watched an agent turn three weeks of reconciliation into three minutes. Andreessen Horowitz invested in Rillet, an AI platform that automates finance and accounting workflows for businesses
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OpenAI just killed its flagship video product and the two executives who ran its consumer ambitions walked out the same week. Bill Peebles, who led OpenAI's Sora video generation team, announced his departure one month after the company shut down Sora entirely
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Reed Hastings just walked away from Netflix after three decades, and the stock is sliding on a weak Q2 forecast—right as streaming turns into an AI battleground he helped avoid.
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Venture capital just had its biggest quarter in history, and 90% of founders got left behind. Q1 2026 venture capital hit $267 billion, shattering all previous records, but nearly all of it went to AI companies
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Cursor is about to raise $2 billion at a $50 billion+ valuation for an AI coding tool that didn't exist three years ago. Cursor is in advanced talks to raise ~$2 billion at a $50B+ pre-money valuation, making it one of the most valuable private AI companies globally
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The Chinese AI lab that said no to VC money for years just put out a $300 million open hand at a $10 billion valuation. DeepSeek is seeking $300 million in outside funding at a $10 billion valuation, marking its first external capital raise after years of parent company backing
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The metaverse land rush peaked at $500 million in sales in 2021. Now it's a digital ghost town teaching us exactly what happens when hype runs ahead of use cases.
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Hong Kong's Flow Capital is tokenizing $150 million in private credit—real money, real borrowers, real blockchain rails. Flow Capital plans to tokenize a $150 million private credit fund, marking one of the largest moves yet to bring institutional lending infrastructure onchain
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A fintech you've never heard of just raised $100M at $300M ARR by replacing bank employees with AI agents that actually work. Slash Financial raised $100M at $300M annual recurring revenue to expand AI-automated banking services globally
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The private credit guys just figured out they can skip the prime broker and plug directly into $200 billion in stablecoin liquidity. Flow Capital Partners is tokenizing its $150 million private credit fund on a Singapore blockchain platform, launching by end of April 2026
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A $10 billion startup run by people who've never had real jobs is training AI to do yours. Mercor, valued at $10 billion, is building AI agents to replicate white-collar work, founded by twentysomethings with no traditional work experience
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Sequoia just raised $7 billion under new leadership, and where that money goes will tell you more about the next decade of tech than any trend report. Sequoia Capital closed ~$7 billion in fresh capital, the first major fundraise under new leadership after the 2024 generational transition
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A Chinese AI infrastructure company just pivoted from collapsing real estate to robotics at a $150 million valuation, and the playbook says everything about where China's capital is flowing in 2026.
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The AI infrastructure bet just got a $6.7 billion vote of confidence from the bond market, and it's coming from buyers who usually hate risk. Google-backed data centers and CoreWeave raised $6.7 billion in junk bonds, marking a record deal in AI infrastructure financing
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Seven months from launch to $2 billion valuation talks—Upscale AI is either building the picks and shovels for the agent economy or rewriting the rules on how fast AI infrastructure startups can scale.
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Goldman Sachs just filed for a Bitcoin ETF that doesn't hold Bitcoin, and that tells you everything about where Wall Street is heading. Goldman Sachs filed for a Bitcoin Premium Income ETF that invests in other Bitcoin ETPs and sells call options to generate monthly income, not direct BTC exposure.
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