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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.
5 days ago3 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


This week: Kraken Prop, VanEck BNB ETF, Circle USDC Payments and Anthropic Funding
This week overview (May 25 - May 29, 2026):
Kraken expands its ecosystem with Kraken Prop, offering up to $200,000 in funded capital.
VanEck launches the first U.S. spot BNB ETF (VBNB), giving regulated exchange-traded exposure to BNB.
Circle strengthens its payments infrastructure by integrating Nium into the Circle Payments Network.
Anthropic raises $65 billion in a Series H round at a $965 billion valuation.
May 293 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


Investment Banks and Venture Firms Position for Next Wave of AI Growth
This week overview (April 20 - April 24, 2026)
Apr 242 min read


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


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
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