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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


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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