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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.
1 day 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.
3 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
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
Sean Neville: Stablecoins, Agentic Finance and the Machine Economy
In the recent interview for The Network State Podcast, Sean Neville, Circle and Catena Labs co-founder and CEO, frames stablecoins not as a product, but as foundational infrastructure.
Apr 154 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
Raising to Feel Safe, Not to Move the Company Forward
Treating a round as success instead of a tool with a cost.
Mar 112 min read
This Week: Capital, Infrastructure and the Institutionalization of Crypto Markets
Key Deals of March 2 - March 6, 2026
Mar 63 min read
Crypto Won the Market, But It May Have Lost Its Soul
Has Crypto Gone Cold? Wintermute CEO Explains
Mar 42 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
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