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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


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


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


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


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.
May 83 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


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
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