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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.
1 day ago3 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


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


Brain-Computer Interfaces Are Leaving the Lab
In a recent conversation with Y Combinator, Max Hodak, co-founder of Neuralink and founder of Science, argues that brain–computer interfaces are crossing from research into real-world impact, driven by compounding advances in hardware, AI, and biology.
Mar 184 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


February Results: Where Capital Is Actually Positioning
Key deals of February 23 - February 27, 2026 Better x Framework: Stablecoins Enter the Mortgage Engine Better is plugging mortgage origination into DeFi liquidity. The lender secured up to $500M in financing from Framework Ventures through the Sky stablecoin ecosystem , a structure rooted in MakerDAO , positioning itself as a designated capital recipient within the system. Better will continue underwriting and originating conforming home loans, while capital generated insi
Feb 273 min read


Capital Rewrites The Stack: Crypto Infrastructure, Onchain Credit And Frontier AI
Key deals of February 16 - February 20, 2026
Feb 203 min read
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