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How AI Agents Will Use Money: Nathan McCauley Explains Agentic Banking
At Consensus 2026 by CoinDesk in Miami, one of the most important conversations around crypto infrastructure and artificial intelligence came from Nathan McCauley, CEO and co-founder of Anchorage Digital.
Anchorage Digital is calling this next phase Agentic Banking, and the company announced its launch at Consensus alongside Google Cloud as an inaugural strategic partner.
May 274 min read


AI Infrastructure, Stablecoin Payments and Tokenized Finance Are Pulling in Billions
This week overview (May 18 - May 22, 2026):
Tether and Gnosis co-led a $4.4 million seed round into Sorted Wallet.
MoonPay acquired cross-chain infrastructure platform Decent.xyz in an eight-figure deal and launched MoonPay Trade.
Blackstone and Google announced a new AI infrastructure joint venture backed by a $5 billion commitment.
Hyperliquid’s HYPE token surged above $60 after spot HYPE ETFs from Bitwise and 21Shares.
May 224 min read


How Much Bitcoin Do You Need to Retire?
At a recent Bitcoin conference panel in Las Vegas, moderated by Brandon Keys from Green Candle and participants from across the Bitcoin financial ecosystem tackled exactly that. But instead of landing on a clean number, the conversation exposed something far more important:
Retirement in the Bitcoin era may no longer be about escaping work. It may be about gaining optionality.
May 203 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


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.
May 63 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


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


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