The AI Moat Just Moved Down the Stack. AMD's $5 Billion Anthropic Bet Is the Tell - Moonshot AI unveiled Kimi K3 at the World AI Conference in Shanghai: a 2.8-trillion-parameter, open-weight model that beat Anthropic's Claude Opus 4.8 and OpenAI's GPT-5.5 on coding and agentic benchmarks, at roughly 40% less cost than Opus. - Five days later, AMD announced it will invest up to $5 billion in Anthropic and sell it up to 2 gigawatts of Instinct MI450 GPUs — tens of billions of

Coinbase co-founder and CEO Brian Armstrong sat for a episode of Nikhil Kamath's People by WTF (Ep. 24, released July 16, 2026) — India's biggest business podcast, hosted by a founder who opens by admitting he has "never bought any crypto." Brian Armstrong: "I think it's fair to say at this point that Bitcoin has succeeded as a store of value, and I don't think it has become a medium of exchange."

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.

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.

At Consensus 2026, Solana co-founder Anatoly Yakovenko had a conversation with Ali Yahua from a16z crypto, reflecting on how far the crypto industry has come, and why he believes the next phase of growth will be driven by execution rather than experimentation.

At Consensus Miami 2026, Bitwise CEO Hunter Horsley, had a conversation with Gareth Jenkinson from The Block, about the evolution of crypto markets, institutional adoption, Bitcoin ETFs, Michael Saylor’s financial engineering, and why he believes the traditional four-year cycle is officially over.

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.

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.

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:

Institutional capital is concentrating around infrastructure that directly runs financial systems and enterprise workflows.