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Crypto's Biggest Story Was a Bank
This week overview (August 10-14, 2026):
• Lumilens emerged from stealth with a $700M Series C at a $5.51B valuation.
• Corma raised a $60M seed led by Sequoia Capital for AI foundation models purpose-built for cyber defense.
• xAI shipped Grok 4.6, matching GPT-5.6 Sol on the Artificial Analysis Intelligence Index.
• Erebor Bank in talks to raise $1.5B.
• River Markets raised an $8.5M seed led by Haun Ventures.
22 hours ago5 min read


AI Agents Are Now a Big Enough Attack Surface to Need Their Own Industry. This Week Proved It
AI Agents Are Now a Big Enough Attack Surface to Need Their Own Industry. This Week Proved It
This Week Overview (August 3 - August 7, 2026)
Aug 94 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


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


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


Arthur Hayes on Crypto: Ignore Everything Except Liquidity
In the recent conversation with BeIncrypto, Arthur Hayes, co-founder of BitMEX and managing partner at Maelstrom Fund, reduces the entire crypto market to a single variable:
Apr 293 min read


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


Chris Dixon: Why Crypto Is Still Critical to Our Future
Chris Dixon, general partner at Andreessen Horowitz, frames blockchain not as a failed hype cycle, but as a misunderstood technology still early in its trajectory.
Apr 13 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
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