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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)
2 days ago4 min read


Did Bitcoin Fail Satoshi's Vision? Brian Armstrong Says "Yes", And Names What Replaced It
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."
Jul 293 min read


This Week: Fireworks, Emergent, Glacis Labs, Binance, GENIUS Act
• Fireworks AI closed a $1.505 billion Series D at a $17.5 billion valuation.
• Emergent, an Indian AI-coding startup barely a year old, raised a $130 million Series C led by Creaegis, becoming a unicorn at a $1.5 billion valuation.
• Glacis Labs raised a $6.8 million seed for ZeroDelta, its multichain crypto clearinghouse, backed by Franklin Templeton and Coinbase Ventures.
• Binance launched U.S. equities trading and previewed bStocks, tokenized U.S. stocks designed f
Jul 175 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


Brian Armstrong: Rebuilding Coinbase Around Intelligence
Brian Armstrong, CEO of Coinbase, sat down with Molly O'Shea at Sourcery on June 26, 2026. In under an hour, he laid out a thesis that goes well beyond crypto: 4 billion unbrokered people, 1,200 AI agents inside Coinbase, a first-ever SEC-registered AI investment advisor, and a view of the world where economic freedom is not a feature — it's a prerequisite for everything else.
Jun 293 min read


This Week: Odyssey, Dream, Ripple, Morgan Stanley, Franklin Templeton
This week drew a clear line between two parallel economies accelerating at the same time: the AI infrastructure race and the institutionalization of digital assets. Venture capital followed the momentum, backing world models, sovereign cybersecurity, and quantum computing while Wall Street quietly filed the paperwork to rewire how dividends and staking rewards flow through crypto rails.
Jun 216 min read


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


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


This Week’s Review: Capital Moves Deeper Into Crypto Market Infrastructure
Key Deals of March 9 - March 13, 2026
Mar 133 min read
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