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After a $36M Hack, Humanity Protocol's Founder Bets the Company on Enterprise AI
Humanity Protocol built its business on palm-scan biometrics and "proof of personhood" credentials, a Worldcoin-style bet that verifying humans, would become critical infrastructure. In June 2026 attackers compromised a developer's laptop via a phishing email and made off with private keys tied to a Humanity Foundation member, draining roughly $36 million from the project's treasury. The H token collapsed as much as 89% within a day.
11 hours ago2 min read


This Week: Joulent, Together AI, Venice, GENIUS Act
This Week Overview (June 30 – July 3, 2026):
Joulent secured $1.75 billion from National Grid Ventures, which takes a 35% stake, to build a 2.67-gigawatt gas power plant in West Texas ("Project Kilby").
Together AI closed an $800 million Series C led by Aramco Ventures at an $8.3 billion valuation.
Venice AI raised its first-ever outside round: $65 million at a $1 billion valuation.
Five federal regulators proposed KYC rules for stablecoin issuers under the GENIUS Act.
Jul 34 min read


Brian Armstrong: Rebuilding Coinbase Around Intelligence
Brian Armstrong, CEO of Coinbase, sat down with Molly O'Shea at Sourcery on June 26, 2026. In under an hour, he laid out a thesis that goes well beyond crypto: 4 billion unbrokered people, 1,200 AI agents inside Coinbase, a first-ever SEC-registered AI investment advisor, and a view of the world where economic freedom is not a feature — it's a prerequisite for everything else.
Jun 293 min read


Jensen Huang on Lex Fridman: The Computer Has Been Reinvented
When Lex Fridman sat down with Jensen Huang for 2.5 hours in March 2026, the expectation was a chip company CEO talking about GPUs. What followed was something different. Podcast #494 has become one of the most referenced conversations in venture circles this year. Not because of NVIDIA's $4 trillion valuation. But because Jensen Huang spent two and a half hours explaining exactly how that happened, and what the next decade looks like from where he's standing.
Jun 174 min read


Who Is Building the Next Layer of the Digital Economy?
This week overview (June 8 - June 12, 2026):
• Cyera raised $600 million at a $12 billion valuation, highlighting growing demand for AI-era cybersecurity platforms.
• TensorWave secured $350 million to expand its AMD-powered AI infrastructure.
• Bybit launched IPO Express, bringing tokenized IPO access to retail investors and allowing participation in offerings such as SpaceX.
• NinjaOne surpassed a $12.3 billion valuation after raising over $400 million.
Jun 133 min read


This week: Kraken Prop, VanEck BNB ETF, Circle USDC Payments and Anthropic Funding
This week overview (May 25 - May 29, 2026):
Kraken expands its ecosystem with Kraken Prop, offering up to $200,000 in funded capital.
VanEck launches the first U.S. spot BNB ETF (VBNB), giving regulated exchange-traded exposure to BNB.
Circle strengthens its payments infrastructure by integrating Nium into the Circle Payments Network.
Anthropic raises $65 billion in a Series H round at a $965 billion valuation.
May 293 min read


Jeremy Allaire: AI agents will replace a huge percentage of work that's currently performed by humans
Co-Founder, Chairman & CEO of Circle, frames AI as a force that will fundamentally reshape the structure of the economy.
Apr 212 min read


Who Controls the Stack: AI Agents, Capital or Market Infrastructure?
This week overview (April 13 - April 17, 2026)
Apr 172 min read


AI Week: Infrastructure, Security and Capital Allocation
This week overview (April 6 - April 10, 2026)
Apr 103 min read


Crypto, AI and Quantum Risk: The Forces Reshaping Finance in 2026
This week overview: Franklin Templeton is expanding its crypto footprint with the acquisition of 250 Digital, Venture capital hit an all-time high in Q1 2026, with $300 billion deployed, 80% of it into AI frontier labs, Google warned that quantum computers could break existing encryption by 2029.
Apr 33 min read
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