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The Money Split Cleanly Three Ways This Week: Autonomy, Watching It, and the Rails Under Both
This Week Overview (August 31 - September 4, 2026)
6 days ago6 min read


Did Bitcoin Fail Satoshi's Vision? Brian Armstrong Says "Yes", And Names What Replaced It
Coinbase co-founder and CEO Brian Armstrong sat for a episode of Nikhil Kamath's People by WTF (Ep. 24, released July 16, 2026) — India's biggest business podcast, hosted by a founder who opens by admitting he has "never bought any crypto." Brian Armstrong: "I think it's fair to say at this point that Bitcoin has succeeded as a store of value, and I don't think it has become a medium of exchange."
Jul 293 min read


AI Funding Heats Up as Crypto Awaits Its Regulatory Green Light
This Week Overview (July 20 - July 24, 2026):
• Meshy raised nearly $400M Series B at a $1.5B valuation, the largest round to date for a company built specifically on AI-powered 3D generation.
• Augustus raised $180M Series B led by Tiger Global at a $1B valuation to build a federally chartered “Global Dollar Bank”.
• Glow emerged from stealth with $180M Series A at a $1.2B valuation, building AI-native endpoint security.
• Movement Labs filed for Chapter 11 bankruptcy,
Jul 245 min read


The Next Generation of Financial Products Takes Shape
This week overview (June 1 - June 5, 2026):
• Franklin Templeton integrated its BENJI tokenized money market fund with MoonPay Trade.
• Robinhood completed its $180 million acquisition of WonderFi, entering the Canadian crypto market.
• Alphabet increased its planned equity raise to $84.75 billion.
• Coinbase and Better funded the first bitcoin-backed mortgage, allowing borrowers to use bitcoin and USDC as collateral for home purchases.
Jun 53 min read


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.
May 83 min read


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


The Everything Exchange: Brian Armstrong on Rewriting Finance
In a conversation with Brian Armstrong, CEO of Coinbase, the trajectory of crypto comes into focus: from fringe experiment to foundational financial infrastructure.
Apr 83 min read


Infrastructure Over Everything: The Next Phase of Crypto and AI Capital
Institutional capital is concentrating around infrastructure that directly runs financial systems and enterprise workflows.
Mar 273 min read


Capital Starts Owning The Rails, Not Just The Companies
This week overview (March 16 - March 20,2026)
Mar 203 min read
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