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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.
2 days ago3 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


The Everything Exchange: Brian Armstrong on Rewriting Finance
In a conversation with Brian Armstrong, CEO of Coinbase, the trajectory of crypto comes into focus: from fringe experiment to foundational financial infrastructure.
Apr 83 min read


Crypto, AI and Quantum Risk: The Forces Reshaping Finance in 2026
This week overview: Franklin Templeton is expanding its crypto footprint with the acquisition of 250 Digital, Venture capital hit an all-time high in Q1 2026, with $300 billion deployed, 80% of it into AI frontier labs, Google warned that quantum computers could break existing encryption by 2029.
Apr 33 min read


Capital Starts Owning The Rails, Not Just The Companies
This week overview (March 16 - March 20,2026)
Mar 203 min read
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