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Capital Is Moving Onchain While AI Scales Globally
This week overview (May 4 - May 8, 2026):
- Bullish has agreed to acquire Equiniti from Siris in a $4.2 billion transaction.
- A16z’s new $2.2 billion crypto fund reflects growing conviction.
- Bitwise is entering the tokenized fund market through the acquisition of Superstate’s onchain arbitrage fund.
- Moonshot AI’s $2 billion raise at a $20 billion valuation shows accelerating investor demand for lower-cost, open-weight AI models.
2 days ago3 min read


Bitcoin as Money: Why Usage Still Lags and What Changes It
At the recent Bitcoin Conference in Las Vegas, Jack Mallers, Strike CEO, and Miles Suter, Bitcoin Product Lead at Block, Inc. and Cash App, are pushing the same idea from different angles: Bitcoin isn’t just something to hold, it has to function as money.
4 days ago3 min read


Tokenized Markets, Bitcoin Yield and the Cost of AI Infrastructure
This week overview (April 27 - May 1, 2026):
KuCoin integrates Ondo Finance to offer 260+ tokenized stocks and ETFs directly in its Web3 wallet.
Mezo launches institutional Bitcoin yield vaults with Anchorage Digital and Bullish participation.
SoftBank Group plans a $100B AI robotics spinout, Roze, led by Masayoshi Son.
Meta Platforms prepares a $25B bond sale as AI capex climbs toward $145B.
May 12 min read
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