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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


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


Who Will Control the Infrastructure Behind Digital Finance?
This week overview (May 11 - May 15, 2026):
BitGo reported $3.8 billion in Q1 revenue, up more than 112% year-over-year.
JPMorgan launched JLTXX, a new Ethereum-based tokenized money market fund built around stablecoin reserve requirements under the GENIUS Act.
Exodus posted Q1 revenue of $22.7 million, down 37% year-over-year.
OKX is reportedly acquiring a 20% stake in South Korean exchange Coinone.
May 153 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


This Week’s Review: Capital Moves Deeper Into Crypto Market Infrastructure
Key Deals of March 9 - March 13, 2026
Mar 133 min read


This Week: Capital, Infrastructure and the Institutionalization of Crypto Markets
Key Deals of March 2 - March 6, 2026
Mar 63 min read


February Results: Where Capital Is Actually Positioning
Key deals of February 23 - February 27, 2026 Better x Framework: Stablecoins Enter the Mortgage Engine Better is plugging mortgage origination into DeFi liquidity. The lender secured up to $500M in financing from Framework Ventures through the Sky stablecoin ecosystem , a structure rooted in MakerDAO , positioning itself as a designated capital recipient within the system. Better will continue underwriting and originating conforming home loans, while capital generated insi
Feb 273 min read


Capital Rewrites The Stack: Crypto Infrastructure, Onchain Credit And Frontier AI
Key deals of February 16 - February 20, 2026
Feb 203 min read
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