The world's most famous short seller just put an emerging market fund on ice because AI might break labor faster than he can model risk. Carson Block's Muddy Waters Capital is shelving plans for a long-short India fund, citing AI as a core reason the firm is "going back to the lab" on the strategy.
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The biggest IPO in history doesn't have a business model that works on Earth, so the market is pricing in data centers that orbit above it. SpaceX filed for what could be the largest IPO ever, triggering a surge across space and satellite stocks as investor euphoria spreads beyond Musk's company.
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The company that spent years positioning itself as the "safety-first" alternative to OpenAI just posted numbers that suggest safety doesn't mean slow. Anthropic hit $4.8B in revenue and projects $10.9B for the June quarter — more than doubling in a single quarter
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The central bank that prints dollars is now watching AI agents and tokenized assets with the same intensity it once reserved for interest rates.
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The race to tokenize Treasury bills just became a price war, and Circle just fired the first shot at zero. Circle launched a zero-fee tier for USYC, its tokenized Treasury product, for users trading at least $1M daily volume
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Wall Street's plumbing just picked its second public blockchain, and the choice says more about infrastructure pragmatism than crypto hype.
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The picks-and-shovels play for the AI boom just posted numbers that make most SaaS companies look sleepy. ClickHouse hit $250M in annualized revenue, tripling growth while most database companies are fighting for scraps
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A Japanese Bitcoin treasury company just bought into the rocket business, and if Musk merges his empires, the combined entity would vault into the top five corporate Bitcoin holders overnight.
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When a billion-dollar seller can't move the needle, the market just told you something about who's buying the dip. A mystery BlackRock Bitcoin ETF holder dumped $1.3 billion in a single block trade, and Bitcoin's price barely flinched—analysts called it institutional de-risking.
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Crypto just proved it can play kingmaker in both red and blue districts, and it only cost $9 million. Crypto-backed PACs spent $9 million supporting candidates across party lines in Texas primaries, with their picks winning in both Democratic and Republican races.
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The memory chip makers just became more valuable than almost every company on Earth, and it's not because we're buying more phones. Micron hit $1 trillion market cap after its stock tripled in 2026, joining SK Hynix in the club alongside Nvidia, Apple, and Microsoft
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While VCs chase AI agents that might work someday, Fold just locked $150 million in debt to scale a Bitcoin product people are using today.
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The vault isn't revolutionary because it's onchain—it's revolutionary because a regulator said yes. Plume secured a Digital Asset Business Act license from the Bermuda Monetary Authority, making it the first blockchain protocol with regulatory approval to operate onchain vaults.
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A coding agent startup just hit a $26 billion valuation before most developers have even tried coding with AI agents daily. Cognition AI raised over $1 billion at a $26 billion valuation, marking one of the largest AI startup rounds focused specifically on software development automation
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The company that brought zero-commission trading to the masses is now handing the buy button to machines. Robinhood launched a beta for AI agent-driven stock trading, with crypto trading features coming later
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The Vatican just put a technical AI researcher on stage to endorse a document that questions whether AGI is even the right goal. Pope Leo XIV released *Magnifica Humanitas*, an encyclical warning that AI deployment is "never a purely technical matter" when it affects rights and freedom
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Crypto exchanges spent a decade trying to convince Wall Street they were legitimate. Now they're just buying the stocks themselves and wrapping them in tokens.
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Retail investors will soon pay a premium to own shares of a fund that owns shares of companies they can't buy — and Wall Street is betting they'll line up anyway.
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The same capital rotation that made you rich in 2021 is now making someone else rich in semiconductors. Bitcoin has fallen to the 13th largest asset globally as 2026 delivers weak performance, while AI semiconductor stocks and precious metals surge
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OpenAI just beat the world's richest man in court while Google proved it's no longer playing catch-up in the agent race. Elon Musk's $150 billion lawsuit against OpenAI and Sam Altman was dismissed, ending his attempt to force the company back to its nonprofit roots
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