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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


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


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
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