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Jun 8, 2026
Crypto
1
Five Signals Pointing To Bitcoin Accumulation. Here's What I'm Doing.
2
Are We Approaching Another Major Bitcoin Cycle Bottom?
3
The Rally That Wasn't
4
Bitcoin in Deep Value: $60,000 Probable, $45,000 Possible
5
Inflation Heat and IPOs Hitting Bitcoin
6
The Signals that Mattered
7
2 Historic Bitcoin Signals Just Flashed for the First Time This Cycle: Is The Bottom In?
8
Bitcoin On-Chain Signals in 2026: 5 Metrics Analysts Are Watching
9
Bitcoin ETF Outflows June 2026: 13-Day $4.4B Record
10
Housing All of Finance: The Rise of Perps and Hyperliquid
11
An Honest Assessment of Where Crypto Price Discovery Happens
12
Where Has All Of The Liquidity Gone?
13
The Two-Tiered Structure of Cryptocurrency Funding Rate Markets (Zhivkov, 2026 – MDPI Mathematics)
14
Perpetual Futures Come Onshore: The CFTC's New Regulatory Framework (Katten Muchin Rosenman LLP)
15
Builder-Deployed Perp Markets Push Hyperliquid to Record Share of Global Perps Volume (The Defiant)
Macro
1
Morgan Stanley Sees SpaceX's Revenue Reaching $3.4 Trillion in 2040
2
Revisiting the SpaceX Valuation: A Post-Prospectus Update
3
Terms Revealed for SpaceX's Unconventional $75 Billion IPO
4
SpaceX Eyeing Roughly $1.75 Trillion Valuation in IPO Next Week
5
Revisiting the SpaceX Valuation: A Post-Prospectus Update — Aswath Damodaran (Substack)
6
Top IPO, Weak Governance — Bebchuk & Kastiel (Harvard Law School Forum on Corporate Governance)
7
SpaceX IPO Index Inclusion: How Rule Changes for SPY, QQQ, and IWM Force Index Funds to Sell Stocks and Buy SpaceX — SpotGamma
8
Super Macro Podcast: US Labor Market, Consumer Health, and the Fed's Inflation Problem
9
Macro Regime Views: Long NGDP Portfolio Construction via Systematic Regime Probabilities
10
June 2026 Newsletter: The Wild West
11
Why I Recommend Being a Global Macro Long-Short Investor
12
Fiscal Dominance Lurks Behind Uncertain Central-Bank Policies (MSCI Research)
13
Remarks by Janet L. Yellen on the Future of the Fed: Central Bank Independence and Fiscal Dominance (Brookings Institution)
14
Rebuilding 60/40 Portfolios with Alternatives (BlackRock)
News
1
$635B wiped from crypto in under a month
2
Orchard bug could forge fake ZEC: Zcash
3
ZEC crashes 48% in a day to $273
4
ZEC whale down ~$70M in a day: Arkham
5
Holy trinity of ZEC, NEAR, HYPE is dead: Hayes
6
ZEC Crashes 38% as Zcash Discloses 'Critical Counterfeiting Vulnerability' — Decrypt
7
Why Zcash Crashed Nearly 50% in 48 Hours — BitMEX Blog
8
Zcash plummets 38% as Shielded Labs reveals a major bug that went undetected for four years — CoinDesk
9
US Senators want banks to hold Bitcoin
10
US House panel readies crypto tax bill
11
Coinbase debuts first Fannie Mae BTC loan
12
JPMorgan, Citi plan tokenised deposits for 2027
13
50+ banks to add crypto rails: SWIFT
14
Strive proposes $4.2B BTC ATM raise
15
Why Bitcoin Institutional Demand Is on the Rise
16
What's Driving Bitcoin Adoption in 2026?
17
Swift's Blockchain-Based Shared Ledger Progresses to MVP Implementation
18
HYPE hits $75 for the first time, then falls
19
OpenSea teases perps via Hyperliquid
20
Bitwise bought $20M HYPE in a day
21
Grayscale HYPE ETF 'likely imminent'
22
Hyperliquid Is on a Tear, but Can the HYPE Price Rally Keep Going?
23
Bitwise Bets Hyperliquid Could Power Future Finance as HYPE ETFs Gain Traction
24
OpenSea Teases Hyperliquid-Powered Perpetuals Launch
25
Iran demands half of frozen assets upfront
26
Putin offers to help on Iranian nuclear issue
27
IAEA ‘cannot verify’ Iran's nuclear status
28
Israel secretly sent elite units into Iran
29
Talks with Iran are back on: Trump
30
Iran ceasefire extension within a week: Trump
31
Trump 'lashed out' at Netanyahu on call
32
Iran strikes cargo ship
33
vows to block Hormuz
34
Potential Norway oil strike threatens supply
35
Iran Conflict and the Strait of Hormuz: Impacts on Oil, Gas, and Other Commodities – Congressional Research Service
36
A timeline of how the Iran war shook oil prices — and what comes next – CNBC
37
The Hormuz Inflection: Oil Markets After the Iran Strikes – Al Habtoor Research Centre
38
US weighs taking stakes in AI companies
39
Anthropic calls for a global pause in AI
40
NSA deploys Anthropic's Mythos AI
41
Sacks mocks warnings from AI labs
42
Jensen in S Korea as AI memory runs short
43
Nadella rebukes 'addictive AI agents' plan
44
Stock futures lower amid tech slump
45
KOSPI falls 6% on chipmaker slump
46
Tracking Trillions: The Assumptions Shaping the Scale of the AI Build-Out (Goldman Sachs Global Institute)
47
Is AI Infrastructure Spending Sustainable? (T. Rowe Price)
48
AI Market Trends 2026: Global Investment, Risks, and Buildout (Morgan Stanley)
49
Strategy sold $2.5m BTC, first sale since 2022
50
Polymarket’s Strategy BTC bet disputed
51
Mt Gox moves $739M BTC on-chain
52
700M XRP have been locked in escrow
53
Mt. Gox Moves $739M in Bitcoin as Repayment Deadline Looms
54
Strategy shares fall after selling $2.5 million in bitcoin, its first sale since 2022
55
Mt. Gox Moved Bitcoin Again: What Past 2 Transfers Tell Us
Ai
1
BIG THEME: Silicon Valley, Power Peak (Part 1)
2
America's Data Center Build-Out Is Falling Way Behind Schedule
3
Phoenix Is a Data-Center Mecca and Test Case for How to Pay for AI's Power Needs
4
Helion Raises $465 Million Series G Funding Round to Meet Surging Global Demand for Power
5
The Datacenter Series Part 3: Networking Systems
6
AI's Power Requirements Under Exponential Growth: Extrapolating AI Data Center Power Demand and Assessing Its Potential Impact on U.S. Competitiveness (RAND Corporation, 2025)
7
US Data Center Power Demand Projected to Double by 2027 (Goldman Sachs Commodities Research, 2026)
8
Is Power Grid Connectivity the Strategic Bottleneck for AI? (World Economic Forum, May 2026)
9
Paper Agents, Paper Gains: An Empirical Analysis of DeFi Investment Agents
10
a year inside agentic payments: the uncomfortable truth
11
X402: Completing the Internet's Missing Payment Layer for Agentic Commerce
12
The Rise of the Agentic Brokerage
13
The Diary of an Honest Trader
14
Bounded Autonomy: A Practitioner Framework for AI Agent Permission Architecture
15
AI That Makes Money
16
How Agentic AI Will Reshape Payments (IMF Note 2026/004)
17
The Infrastructure Layer for AI Agents in Institutional Finance (Fireblocks)
18
From Logic Monopoly to Social Contract: Separation of Power and the Institutional Foundations for Autonomous Agent Economies (arXiv)
19
Intelligence Per Dollar
20
The Thriving Ecosystem of Open Models
21
OpenAI CFO Sarah Frier at All-In Summit
22
Rewiring Software Delivery for the Agentic Era
23
Apple's Plan for AI Dominance Rests on Fixing Its Much-Maligned Chatbot
24
Gartner Predicts That by 2030, Performing Inference on an LLM With 1 Trillion Parameters Will Cost GenAI Providers Over 90% Less Than in 2025
25
How 100 Enterprise CIOs Are Building and Buying Gen AI in 2025
26
Open vs. Closed AI: How Behind Are Open Models?
Academy
1
The Freedom Model: Building Systematic Edge Through Pattern-Based Filters
2
Five Structural Filters to Eliminate False Breakouts Across 2,500+ Algorithmic Strategies
3
TradeZella Beginner's Guide: Platform Walkthrough and Use Cases
4
A Simple Nasdaq 100 Rotational System: Rules, Results, and Process
5
In Silico Terminal Podcast: Ghost Old Trades (Minir) on Algorithmic Strategy Construction Across Crypto and Equities
6
How To Trade Cryptocurrencies
7
I Have Built My Own Analytics Platform
8
Modeling Kullamägi Part 2: Momentum Breakouts
9
TAPLOT Volume Pocket Pivots: Read the Volume Footprint of a Base
10
Bitcoin Technical Analysis: Corrective Structure, Key Support Levels, and Swing Trade Framework
11
Chris Camillo on Social Arbitrage, Retail Edge, and the Convergence of Crypto and Equity Trading
12
Regularization and Bagging: First Techniques in HFT Modelling
13
The Volatility Matrix: Deciphering the Hidden Correlation Between the DXY and the VIX
14
The Probability of Backtest Overfitting — Bailey, Borwein, Lopez de Prado & Zhu (Journal of Computational Finance, 2015)
15
Risk Management, Mental Capital, and Stop-Loss Discipline: A Framework for Drawdown Avoidance — Blotnick (SSRN, 2025)
16
On Drawdown-Modulated Feedback Control in Stock Trading — Hsieh & Barmish (IFAC-PapersOnLine, 2017)
Jun 1, 2026
Crypto
1
Weekly Alpha: Bitcoin Key Levels to Watch
2
Impasse
3
Weekly Alpha: ETF Outflows Accelerate As Bitcoin Sentiment Weakens
4
Bitcoin Is 0.27% Of Global Wealth. Here's Where The Math Points By 2030.
5
Bitcoin Speculation VS AI
6
TBL Pro Global Macro Update: Bitcoin, AI Capex Cycle, and the Personal Knowledge Base
7
Bitcoin Market Structure Analysis: Swing Short Thesis, VWAP Framework, and Order Flow Interpretation
8
Bitcoin's Sell-Side Risk Ratio Hits Its Lowest Level Since 2023 — CEX.IO Bitcoin Impact Index
9
Bitcoin $75K Support Breakdown May 2026: ETF Outflows & Bear Signals
10
Key Bitcoin Price Levels to Watch in Q2 2026 – Make or Break (BeInCrypto / Glassnode On-Chain Analysis)
11
CFTC Approves BTCPERP Contract Submitted by KalshiEX, LLC
12
HYPE Spot ETF Absorbs 1.04% of Market Cap in First 10 Trading Days, Strongest Debut of Any Spot Crypto ETF
13
Stablecoins are private money. There's nothing wrong with that
14
The Convergence of AI and Blockchain
15
Welcome to Trade API - Coinbase Developer Platform
16
Pluralis: The Last Revolutionary AI Protocol
17
Unextractable Protocol Models: Collaborative Training and Inference without Weight Materialization
18
Stablecoins vs. Tokenized Deposits: The Narrow Banking Debate Revisited (NY Fed Staff Report No. 1179, Feb 2026)
19
Fiat-Backed Stablecoins and Narrow Banking (Federal Reserve Bank of Atlanta, Mar 2026)
20
2026 Digital Assets Regulatory Update: A Landmark 2025 But More Developments on the Horizon (Cleary Gottlieb, Jan 2026)
Macro
1
The AI Trade Hits Overdrive, Powering Stocks to Historic Gains
2
AI Has Made Memory Chips More Valuable Than Oil
3
Charts of the Week: Retail to the Moon
4
Mark Rowan on Apollo, Private Markets, and the AI Capital Cycle
5
TBL Weekly #171: The Inflation Boogeyman
6
The 5 Forces of Abundance for the Perfect Storm in Public Stocks
7
Zero Evidence of AI-Related Job Losses
8
How AI-Related Funding Will Reshape Credit Markets
9
Record-Breaking AI-Related Debt Issuance in 2025
10
Capex Spending On AI Is Masking Economic Weakness
11
Trump Weighs 60-Day Plan to Extend Ceasefire, Push Nuclear Talks with Iran
12
How Long Can Iran Withstand the Economic Pain of the U.S. Blockade?
13
Iran Pursues Deal That Brings Economic Relief Without Handing Trump Victory
14
The Anatomy of the Strait of Hormuz Oil Shock – Oxford Institute for Energy Studies
15
What the closure of the Strait of Hormuz means for the global economy – Federal Reserve Bank of Dallas
16
U.S.-Iran Peace Agreement: Market Implications And Strategic Scenarios – Seeking Alpha
17
The Collapse Of Terminal Value - What Happens If AI Makes Every Moat Temporary?
18
The AI Skepticism Map
19
Let The Bubble Wash Over You
20
Dan Loeb on AI, Macro, Governance, and the Evolution of Third Point
21
Chris Camillo on the AI Efficiency Wave, Amazon, and the Last Easy Trade of the Super Cycle
22
When Terminal Value Goes to Zero: AI, Application-Specific Integrated Robots, and the Compression of Economic Lifespans (SSRN Paper, Ativ Patel, March 2026)
23
The AI Disruption: From Doomsday Destruction to Do-Nothing Bots! (Aswath Damodaran, March 2026)
24
Software Stocks Crater as AI Threatens Terminal Value Assumptions (TechBuzz, February 2026)
News
1
BlackRock BTC ETF saw $1.41B outflow in May
2
Tether market cap drops $1.2B in 24h
3
Seven consecutive outflow days for BTC ETFs
4
$1.3B of IBIT sold in a dark-pool transaction
5
CFTC to retain authority on prediction markets
6
UK sanctions HTX over Russia links
7
Bitcoin ETF Outflows Signal a Structural Break in Institutional Demand
8
FBI Seizes $8B in Crypto in Largest U.S. Forfeiture Ever
9
Bitcoin Outlook 2026: ETF Outflows, Institutional Demand and Geopolitical Risks Drive Market Volatility
10
Memory stocks rise pre-market, MU & SDISK lead
11
Nvidia debuts RTX Spark PC chip
12
Nvidia picks Unitree for humanoid platform
13
Nvidia expands with Cosmos 3 world model
14
Intel to ship new AI chip to challenge Nvidia
15
AMD revives old CPUs to ease RAM costs
16
Micron soars 25%, hits $1T as UBS upgrades PT
17
SK Hynix tops $1T, joins Samsung & Micron
18
Nvidia spending upto $150b on Taiwan AI suppliers
19
Nvidia chips likely smuggled to China by Japan
20
Nvidia's $81.6B Quarter: What Record AI Chip Profits Tell Us About the AI Economy
21
SK Hynix hits $1 trillion valuation as AI boom lifts South Korean chip stocks (CNBC)
22
AI capex cycle: war-proof for now (Allianz Research)
23
US strikes Iranian radar, telecom sites
24
Iran launches missile, drone strike on Kuwait
25
Trump not in a hurry for Iran deal
26
Iran war adds $450 to US energy bills
27
US push for Lebanon ceasefire stalls
28
Iran-US talks continue, oil falls
29
Iran seeks part of $100B frozen assets back
30
Israel escalates Lebanon offensive
31
US scales back NATO crisis-force plan
32
Russia downed 3 Storm Shadow missiles
33
Germany, Spain reject EU plan to ban Huawei
34
World Bank: Middle East War to Spark Biggest Energy Price Surge in Four Years
35
S&P Global: Geopolitical Volatility Driving Rapid Shifts in 2026 Oil & Gas Forecasts
36
J.P. Morgan: US–Israel Military Operation Against Iran — Are Markets on Edge?
37
No sign of AI job losses: Apollo’s Chief Economist
38
Stocks headed towards 1929 valuation multiples
39
US workers' share of output lowest since 1947
40
Futures higher as tech rally drives markets
41
Goldman raises S&P target to $8k
42
Market Valuation: Is the Market Still Overvalued? (Advisor Perspectives, May 2026)
43
Extreme Earnings Forecasts Mask Stock Market Risk (Hussman Funds, April 2026)
44
The record gap between corporate profits and worker pay has an 'undercurrent of betrayal,' top economist warns (Fortune, Feb 2026)
45
HYPE hits ATH, US approves first perp for Kalshi
46
KNTQ surges 70% as staking play for HYPE
47
Web3 is dead, all we have is DeFi & DePin: Samani
48
Spot HYPE ETFs buy 1% of market cap in 10 days
49
CME launches AVAX and SUI futures
50
Web3 Is Dead: Multicoin's Kyle Samani Says Only DeFi and DePIN Still Matter
51
CME Group Launches AVAX and SUI Futures as Crypto Derivatives Suite Expands
52
U.S. CFTC Opens Crypto 'Perp' Door With First Approval at Regulated Firm
53
China's MiniMax launches open coding model
54
Claude Mythos finds proof for unit distance
55
GPT-5.5, 5.4 top Opus 4.7 on coding bench
56
Kimi-K2.6, DeepSeek-V4-Pro near Opus 4.5 ability
57
Google launches Gemini for Science tools
58
Against racing to AGI: Cooperation, deterrence, and catastrophic risks (Dung & Hellrigel-Holderbaum, 2025)
59
DeepSeek previews new AI model that 'closes the gap' with frontier models (TechCrunch, April 2026)
60
Job destroyer? Here's what you need to know about AI and labor markets (J.P. Morgan Private Bank, April 2026)
Ai
1
Anthropic Files to Go Public
2
Why It Matters if OpenAI or Anthropic Wins the IPO Race
3
SpaceX's Rocket Monopoly Gives It an Edge Over OpenAI in the IPO Race
4
Why Markets Copy the Future Before They Price It
5
SpaceX, OpenAI & Anthropic IPOs: A $3 Trillion Stress Test
6
The $3 Trillion Test: SpaceX, OpenAI and the IPO Wave That Will Price the AI Boom
7
2026: A Mega-Cap IPO Odyssey? SpaceX, OpenAI & What's Next In Private-To-Public Pipeline
8
Corporate America Is Starting to Ration AI as Cost Skyrockets
9
Narrative Violation: In B2B Customer Support, AI is a Copilot, Not a Replacement
10
Robinhood is Now Open to Agents
11
Robinhood Lets Customers Use AI to Trade Stocks, Make Credit-Card Purchases
12
Software After AI
13
Skill Distillation
14
Claude Code Dynamic Workflows Feature Launch
15
Nvidia Introduces First PCs Designed for AI Agents
16
How One $2,999 NVIDIA Box Made Me $22,000 In A Year
17
Avoiding Death on the Yellow Brick Road
18
Agent Gravity: Who's Running Your Agents
19
Reimagining tech infrastructure for and with agentic AI (McKinsey, April 2026)
20
How Do AI Agents Spend Your Money? Analyzing and Predicting Token Consumption in Agentic Coding Tasks (Brynjolfsson et al., Stanford/arXiv, 2026)
21
Agentic AI strategy: From assistants to autonomous agents — Deloitte Tech Trends 2026
Academy
1
Everything Is a DCF Model: A Mantra for Valuing Cash-Generating Assets
2
Valuation Multiples: What They Miss, Why They Differ, and the Link to Fundamentals
3
The Triple Engines of a Multibagger
4
The Curious Case of the Declared "Dead" Factors (Part II)
5
The Curious Case of Dead Factors
6
Who Is On the Other Side? A Framework for Understanding Market (In)Efficiency
7
Economic Data and Alpha Generation
8
17 Months of Factor Performance in US Large Caps
9
10X Microcaps and Multibaggers – What Really Drives High Returns? (MicroCapClub)
10
Factor Premiums: An Eternal Feature of Financial Markets (CFA Institute)
11
When the Equity Premium Fades, Alpha Shines (CFA Institute Enterprising Investor)
12
The Trading Foundation That Took Me 2 Years to Build (And 6 Lessons to Teach)
13
The Hockey Stick Growth Curve of Trading
14
Risk Management in Derivatives Relative Value: A Practitioner Framework
15
The Black-Scholes Model and the Fund That Blew Up Using It
16
Understanding the Infeasibility of 1% Risk to Equity and Benefits of High ADR% Securities
17
You're Right About the Market and Still Losing Money: Here's How to Maximize Your WinRate
18
The Difference Between Good Performance and Retiring Early Is How Long You Hold Your Winners
19
The Trader's Real Learning Journey
20
Bitcoin Market Structure Analysis: Swing Short Thesis, VWAP Framework, and Order Flow Interpretation
21
Professional Trader Discipline and Trade Disposition (Locke & Mann, 2005) — Journal of Financial Economics
22
Causal and Predictive Modeling of Short-Horizon Market Risk and Systematic Alpha Generation Using Hybrid Machine Learning Ensembles (Ranjan, 2025) — arXiv
23
Stress Testing When Value-at-Risk Isn't Enough — SimCorp
May 26, 2026
Crypto
1
Where Are the Risk Takers?
2
The Market Wants To Hurt As Many People As Possible
3
Rally Slows Into Resistance
4
Bitcoin Market Structure Analysis and Trading Mentorship Session
5
The Great Derivatives Disconnect: Why 'Negative' Funding Is Actually a Bullish Signal for Bitcoin
6
Bitcoin Negative Funding Rates 46 Days: Why Crowded Shorts Signal a Bottom
7
Bitcoin Slips to $79,000 as Negative Funding Rates Set 10-Year Record
8
The Great Perpification
9
Finally, Finance's Digital Transformation
10
I Created One of Crypto's Largest Asset Managers. Here's What Actually Works.
11
Lee Drogan on DeFi Market Neutral Yield, Momentum Alpha, and the Blockspace Thesis
12
The Technical Stack for Autonomous Agents
13
A Punch-You-in-the-Face Mispricing
14
Is the Future of Crypto Perpetual? The Meteoric Rise of Perp DEXs
15
The missing infrastructure for AI agents: 5 ways blockchains can help
16
Layer-1 Landscape: The Specialization of Blockspace
17
Kevin Burke (Bain Capital Ventures) on Venture Judgment, Full Stack Capitalism, and the Post-SaaS Investment Landscape
18
The Next Energy Unicorn Will Be a Trading Desk
19
Spotlight On: Paul Copplestone, Founder and CEO of Supabase
20
Industrial Renaissance: Software Transforming the Physical World (Bain Capital Ventures)
21
Megafunds, Deep Tech & the New VC Order (Per Aspera)
22
Why venture capital is shifting from software to deep tech (The Next Web)
Macro
1
The Risk Premium for Holding Stocks Over Bonds Is Vanishing
2
Trump Thinks Bigger on Mideast as Iran Framework Brings Criticism
3
Kevin Warsh's Internal Opponents Fire Away
4
Trump Picked Warsh to Cut Rates. Markets Are Bracing for the Opposite.
5
The Dangerous Brew That's Rattling Bond Markets
6
Minutes of the Federal Open Market Committee
7
Scott Bessent's Legendary Siege of Iran
8
The Impact of the 2026 Iran War on U.S. Inflation – Dallas Fed Working Paper (Kilian, Plante, Richter & Zhou)
9
The Price of Risk: An Equity Risk Premium Monologue – Aswath Damodaran (March 2026)
10
A New Fed Regime: Warsh, Policy Direction, and Treasury Market Consequences – LPL Research (May 2026)
11
Let The Bubble Wash Over You
12
How Weird Are ETFs Getting? Try UFO and Midnight-Bitcoin Funds
13
Horizon Kinetics on Inflation, Hard Assets, and Bitcoin as a Monetary Hedge
14
The Newest Wave of ETFs Is Leading to Mini Bubbles (Morningstar, March 2026)
15
Why Michael Green Is Known as the Cassandra of Passive Investing (Institutional Investor)
16
Retail Rush into Speculative ETFs May Be Flashing Market Warning (CNBC, August 2025)
News
1
NEAR, ZEC, VVV, HYPE continue to lead altcoins
2
RAIL does 2x in a week, cheap on revenue multiples
3
‘Buy crypto’ searches on Google begin to rise
4
Strategy bought bonds, not BTC last week
5
EF to sell less ETH going forward: Vitalik
6
Four public firms buy $48m BTC
7
HYPE soars, nears $60 amid whale purchases
8
loracle.hl HYPE short tops $100M, down $20M
9
Grayscale linked wallet buys $10M HYPE
10
Institutional Adoption of Crypto: 2026 Trends & Analysis – B2Broker
11
Why Bitcoin Institutional Demand Is on the Rise – State Street Global Advisors
12
The Chainalysis 2025 Global Crypto Adoption Index
13
StablR stablecoins depeg after $13.5M exploit
14
US to sue Minnesota over prediction markets ban
15
Hyperliquid launches canonical prediction markets
16
India, Indonesia, Spain block prediction markets
17
Tether, Georgia to launch Lari stablecoin GELT
18
Fed proposes skinny master accounts for crypto
19
BoE to publish systemic stablecoin rules in June
20
What are the differences between payment stablecoins and tokenized bank deposits? — Brookings Institution
21
Major Jurisdictions Broadly Align on the Key Principles of Stablecoin Regulations but Not Always on the Details — Skadden 2026 Insights
22
Elliptic's 2026 Regulatory and Policy Outlook: US Sets the Pace
23
OpenAI generated $6B revenue in Q1
24
AI causing 16k US job losses a month: Goldman Sachs
25
Grok V9-Medium finishes training: Musk
26
Church & Anthropic to team up on AI path: Pope
27
AI needs to be disarmed: Pope
28
Nvidia reports a strong Q1, stock unchanged
29
New products, customer base to drive growth: Jensen
30
OpenAI cracks Erdős 1946 unit-distance problem
31
85% chance OpenAI IPOs before Anthropic
32
Trump to sign AI oversight order amid security fears
33
Asian chip trade seen as key to ‘circular AI boom’
34
AMD to invest $10B in Taiwan AI
35
Anthropic to pay SpaceX $1.25B/mo for compute
36
Gemini 3.5 Flash #1 on Zapier Automation Bench
37
AI stocks soar on Nvidia earnings, Samsung strike halt
38
Korea's KOSPI rallies 8%, 4th biggest jump ever
39
AI Market Trends 2026: Global Investment, Risks, and Buildout — Morgan Stanley
40
Eight Ways AI Will Shape Geopolitics in 2026 — Atlantic Council
41
How a Surge in Defence and Dual-Use Technology Investment Could Reconfigure the Global AI Race — Chatham House
42
This week: US-Iran deal details, Inflation & GDP data
43
Stock futures hit ATH on US-Iran talks
44
US, Iran agree in principle to reopen Hormuz: NYT
45
Brent crude -5% on US-Iran Hormuz deal talks
46
Hormuz blockade stays till Iran signs: Trump
47
Iran to open Hormuz 30 days after the deal
48
Russia tells US its citizens should leave Kyiv
49
Oil rebounds on Iran deal uncertainty
50
Oil ~$100/bbl now consensus for 2027
51
Saudi oil revenue hits 3-year high
52
China-Russia trade hits record
53
US indicts Cuba’s Raul Castro
54
Norway pushes ‘Viking Bloc’ to contain Russia
55
Oil prices post weekly loss as U.S. and Iran signal progress toward a deal
56
EIA Short-Term Energy Outlook: Global Oil Markets Report
57
EIR maintains higher-for-longer oil outlook as markets catch up
58
US consumer sentiment falls near all time low
59
Trump not buying stocks himself: Vance
60
Americans feel worse on economy than COVID era
61
ETF outflows, BlackRock sells $782M in 2 days
62
Consumer sentiment is sinking across the board — except for Americans with the most stocks
63
All Time Highs (S&P 500) versus All Time Lows (Consumer Sentiment)
64
Solid Economic Growth Estimates Mask a Persistent Sentiment Warning
Ai
1
Charts of the Week: Reflections from Sohn
2
Gavin Baker on Semiconductors, Memory Cycles, AI Infrastructure, and Orbital Compute
3
Jane Street: AI, Trading Infrastructure, and the Future of Quantitative Finance
4
The AI Superstars Who Say a 'Vibe Slop' Crisis Is Coming
5
Andrej Karpathy on the Decade of Agents, LLM Architecture, and the Future of Education
6
Dario Amodei on AGI Timelines, Scaling, and the Economics of Frontier AI
7
The Unsustainable Subsidy
8
SpaceX's Limitless Ambition: An AI Conglomerate
9
SpaceX, Anthropic and OpenAI's Sprint to Go Public Defines the AI Boom's Big Day
10
The Jevons Machine
11
The Widening Gap: Why TSMC Can't Keep Up With the Hyperscaler Capex Arms Race
12
The Rising AI Consumption Costs: From Innovation to Inflation
13
Meta Begins Laying Off Thousands of Employees as It Transforms Around AI
14
2026 Layoffs Tracker: Walmart, Meta and Morgan Stanley Among Firms Cutting Jobs
15
After Automation: Why AI Progress Creates More Work for Humans, Not Less
16
We're Finding Out What Humans are Bad At
17
Humans Are Bad at Mathematics: AI Surpasses a Core Cognitive Domain
18
How Will AI Affect the US Labor Market? — Goldman Sachs Research
19
The Jobs AI Is Likely to Boost—and Those It May Disrupt — Goldman Sachs Research
20
Speech by Governor Barr on Artificial Intelligence and the Labor Market — Federal Reserve Board
Academy
1
Stan Druckenmiller: Hard Lessons
2
Market Wizards: The Next Generation — Jack Schwagger and George Coyle on Elite Trading in the Modern Era
3
What Makes a Great Investing Process? Brett Caughran on Alpha, AI, and Analyst Development
4
Can ChatGPT Forecast Stock Price Movements? Return Predictability and Large Language Models
5
Inside Citadel and Millennium: Fundamental Process, Pod Structure, and Risk Management with Doug Garber
6
Identifying Trending vs. Range-Bound Markets: Early Clues and Market Structure
7
Market Profile: A Complete Beginner's Guide to TPO Charts, Value Areas, and Intraday Structure
8
The Week Ahead: Market Profile Analysis and Behavioral Trading Framework
9
TPO Market Profile Setup and Application for Bitcoin Trading
10
Footprint Chart Deep Dive: Fundamentals and the Five Footprint Types
11
Top-Down Trading Framework: Auction Market Theory, Order Flow, and Volume Profile Execution
12
Trading Bitcoin Using Market Profile and Footprint Charts
13
Strategy Creation Part 2: Framework, Edge Definition, and VWAP Extreme Reversion
14
Trading Strategy Part One: Process, Edge, and Strategy Creation
15
Bitcoin Market Structure Analysis and Trading Mentorship Session
16
A Paper to Read in the Age When AI Has Made Edge Discovery Easier: The Probability of Backtest Overfitting (PBO)
17
Looking For Tops And Bottoms, The Stanley Druckenmiller Way (The Cestrian Circle Newsletter)
18
Downside Risk Reduction Using Regime-Switching Signals: A Statistical Jump Model Approach (Shu, Yu, Mulvey – Journal of Asset Management, 2024)
19
Deep Learning for VWAP Execution in Crypto Markets: Beyond the Volume Curve (Genet – arXiv, 2025)
20
Auction Market Theory – TRADINGRIOT: Market Profile, Volume Profile, and Order Flow Framework
May 20, 2026
Crypto
1
Hyperliquid Is Not a Crypto App. It's a Super App.
2
Capitalizing on The Biggest IPO Season In History
3
See How SpaceX Is About to Eclipse Every Other Blockbuster IPO
4
The Interest Rate Complex: Risk Reward Across the Curve, Inflation Risk, and Curve Regimes
5
Hyperliquid (HYPE): S1 2025 Activity Report – OAK Research
6
Building Block: Hyperliquid – Grayscale Research
7
Hyperliquid Defies Market Downturn as SpaceX, Anthropic, OpenAI IPOs Loom – Decrypt / Yahoo Finance
8
Bitcoin Weekly Alpha: Failing at the 200-day moving average?
9
Bitcoin Technical Analysis and Market Structure Review — Sunday Session
10
The Bottom Is Probably In. It's Probably Not The Time To Get Excited.
11
Unconfirmed Red Dot: A Flash TBL Liquidity Indicator Update
12
Landlords of Compute
13
Market Situation Report: Bubble Territory Unleashed
14
The $82,000 Battle: Bitcoin Tests Key Resistance Zone to Form Next Major Breakout (CoinDesk)
15
Bitcoin's Time-Based Capitulation Nears 50 Days, Echoing Conditions Prior to 2025 Surge (CoinDesk)
16
Bitcoin 200-Week Moving Average Explained: Why This Chart Called Every Bottom (Phemex)
17
The Law Was Built for Companies. The Future May Be Built by Networks
18
Inside the Last-Minute Deal That Saved the Clarity Act
19
Jury Sides With OpenAI, Sam Altman in Case Brought by Elon Musk
20
OpenAI Wants to Go Public. First Sarah Friar Needs to Get It to Grow Up.
21
Crypto industry scores win as Clarity Act regulation bill clears Senate hurdle
22
Crypto regulatory affairs: CLARITY Act advances from Senate Banking Committee
23
Clarity Act, in the flesh, unveiled by U.S. Senate Banking Committee before hearing
Macro
1
The World Can't Get Enough U.S. Energy, Keeping Prices High for Americans
2
Why Aren't Oil Prices Higher?
3
Are Global Bond Bailouts Next?
4
See How the Global Government Debt Binge Is Rippling Through Markets
5
The Economy Kevin Warsh Is Inheriting Is Not the One He Wanted
6
How Iran Got to the Nuclear Threshold on the Watch of Three U.S. Presidents
7
Oil Market Dislocation, Liquidity Breakdown, and the Edge of a Physical Market Maker
8
Flurry of Suspicious Oil Trades Worth $800 Million Triggers Regulatory Probe
9
IMF Blog: War in the Middle East Challenges Global Financial Stability (April 2026 GFSR)
10
StoneX/FOREX.com: Japan Yield Curve Pressure Threatens Global Carry Trades
11
Vanguard: Oil Shock Complicates Central Bank Outlooks
12
The Commodity Super Cycle and the Revenge of the Old Economy
13
Reflections on the First Quarter of 2026
14
Where Are We in the Commodity Cycle? The Drivers and The Reset — Auspice Capital (May 2026)
15
Could Old-Fashioned Energy Be the Next Growth Sector? — Richard Bernstein Advisors
16
Yield Trap Sets Off Great Rotation: Why Industrials and Energy Are Beating Tech in 2026 — AInvest
News
1
SEC may waive tokenised stocks on DeFi rails
2
HYPE hits $48, RWA OI hits new ATH at $2.6B
3
Bitwise to hold HYPE on balance sheet
4
ONDO strong, tokenised stocks cross $1.5B TVL
5
$2B+ energy assets now tokenized on XRPL
6
Trump urged to fill CFTC seats before Clarity Act
7
Tokenized RWAs and On-Chain Commodities — Chainalysis Research
8
RWA Report 2026 — CoinGecko Research
9
Tokenized RWAs Grew From $6B To $31B, And The Real Race Is Just Starting — Yellow.com Research
10
Aschenbrenner filing shows puts on semis
11
Semis & memory stocks fall worldwide
12
Semis have driven >50% of S&P 500 YTD gain
13
Goldman: AI capex $765B 2026, $1.6T 2031
14
DRAM/NAND demand now >50% memory TAM
15
Memory now ~36% of hyperscaler capex
16
Samsung workers set to strike
17
$100B revenue backlog: Coreweave
18
Tracking Trillions: The Assumptions Shaping the Scale of the AI Build-Out — Goldman Sachs
19
IDC Semiconductor Market Forecast 2026: The AI Supercycle Arrives
20
Global Energy Demands Within the AI Regulatory Landscape — Brookings Institution
21
Strategy buys 24,869 BTC for $2.01B
22
Bitmine adds 71,672 ETH; now holds 5.28M
23
Goldman exits XRP, SOL ETFs; cuts ETH 70%
24
Payward (Kraken) Q1 revenue rises to $507M
25
BlackRock becomes main seller of BTC
26
Hayes lowers BTC target to $125k this year
27
CME & ICE pushing for Hyperliquid regulation
28
SOL, XRP ETFs see inflows; BTC, ETH outflows
29
Bitmine now holds 5x next biggest ETH treasury
30
FinTech Weekly: Real-World Asset Tokenization — IMF, CLARITY Act, and Institutional Regulatory Framework
31
30Y Treasury yield 5.14%, post-2007 high
32
Trump postpones military strike on Iran
33
Pezeshkian: talks are not surrender
34
Israel media: US-Iran strike 'not if, but when'
35
SPR drops 9.9M bbl, record weekly drawdown
36
Russia announces 3-day nuclear drills
37
Russia-China plan huge new gas project
38
Bond yields around the world hit recent highs
39
CBs to buy 60T gold/month in 2026: GS
40
Ukraine’s Moscow drone attack largest since WW2
41
Gold's Meteoric Rise in 2025: A Safe Haven Amid Global Uncertainty – LSEG
42
When Uncertainty Rises, Gold Rallies: Precious Metals Surge to Record Highs amid Global Tensions – World Bank
43
Treasury Yields Surge to Multi-Year Peaks: Impact on Mortgages, Savings, and Equities in 2026 – Parameter
44
Boston Dynamics Atlas now lifts heavy objects
45
China Robot++ unveils wall-climbing humanoid
46
MIT lets Claude control human hand via pulses
47
Cursor model now rivalling Opus 4.7
48
Gemini 3.5 Pro expected to be announced this week
49
Meta moves 7,000 staff to AI initiatives
50
Jensen Huang: use AI or lose your job
51
White-collar work to be automated by AI in 18 mo: MSFT
52
AI agents now doing PhD finance work: Citadel CEO
53
Figure F.03 beats human in 8 hour shift
54
AI is already taking white-collar jobs. Economists warn there's 'much more in the tank' (CNBC)
55
Big Tech's AI expansion: From investment to scalable returns (RBC Wealth Management)
56
Capex Spending On AI Is Masking Economic Weakness (Real Investment Advice)
57
SpaceX to file public IPO docs this week
58
OpenAI wins trial vs Musk on timeliness
59
Altman puts $180M into Retro Biosciences
60
NVIDIA delivers Vera CPU to SpaceX
61
Berkshire tripled Google stake to ~$17B
62
Gates Foundation sold its MSFT shares
63
SpaceX could IPO at $2T: Arkham
64
SpaceX live on Hyperliquid pre-IPO at $208
65
Tesla/SpaceX merger 70% likely: Kalshi
66
The Berkshire Hathaway of AI? Inside the Case for a Tesla-SpaceX Merger
67
As SpaceX Eyes $2 Trillion IPO, Advisors Weigh Opportunity Against 'Astronomical' Valuations
68
Gates' Foundation Sold All of Its Microsoft Shares. Bill Ackman Is Loading Up on the Stock. What Is Wall Street Missing?
69
Credit card delinquencies hit 13.1% in Q1
70
Kevin Warsh to be sworn as Fed Chair Friday
71
White House mulls scrapping stock trade rule
72
US 10Y yield hits 4.63%, highest since 2025
73
US inflation now expected to hit 4%+ this year
74
Fed to inject $6.6B into markets today
75
A Note on Recent Dynamics of Consumer Delinquency Rates — Federal Reserve (FEDS Notes)
76
US Treasury Bonds and Trade Policy Uncertainty — NBER Research Digest
77
US Treasuries, a Risky Safe Asset — BlackRock Investment Institute
78
White House announces US-China trade deals
79
US, China to form joint trade councils
80
Indonesia rupiah hits ATH 17.6k vs USD
81
KPMG: Impact of US-China Tariffs — Currency, Yield, and Banking Implications
82
Rupiah Hits Record Low; Bank Indonesia Rate Hike Expected (Gotrade, May 2026)
83
ING: Asia FX Outlook 2026 — Opportunities in the Renminbi, Won, and Rupee
Ai
1
Moment Raises $78 Million as Largest Wealth Firms Standardize on its AI Operating System for Investment Management
2
What to Make of Anthropic's Push into Finance
3
Companies Have a New AI Problem: Too Many Agents
4
The Era of Agentic Infrastructure
5
Anthropic deepens push into Wall Street with new AI agents, full Microsoft 365 integration, Moody's data partnership (Fortune)
6
The Agentic Web: Inside the Protocol Race for Machine-to-Machine Payments (Emerging Fintech)
7
AI at Scale: How 2025 Set the Stage for Agent-Driven Enterprise Reinvention in 2026 (KPMG AI Quarterly Pulse Survey)
8
Charts of the Week: Memory to the Moon
9
History Says AI Could Be In A Bubble, But The Best Investors Are Not Selling
10
Market Situation Report: Bubble Territory Unleashed
11
D'ai of the Triffids: Office Software Triage
12
Why Software Survives AI
13
From "System of Record" to "System of Intelligence"
14
Reflections on the First Quarter of 2026
15
AI is not hiking your electricity bill – yet
16
2026 AI & Semiconductor Outlook - Fabricated Knowledge
17
Michael Burry Semiconductor Bubble Warning: Is the AI Chip Rally a 2000 Redux? - Intellectia
18
2026 Semiconductor Industry Outlook - Deloitte Insights
Academy
1
The Most Dangerous Subconscious Trap in Trading
2
The Danger of Strategy Fragmentation in Active Trading
3
Does Losing the 8 EMA Signal Market Weakness?
4
Strategy 18: The SuperTrend Crossover Strategy
5
16.5 Million Tests on E-Mini NASDAQ: CCI as a Robust Day-Trading Filter
6
The First AI Workflow Every Trader Should Build (FULL GUIDE)
7
Your AI Trading Bot Shouldn't Be Allowed Near Money Yet
8
Long Island University Commencement Speech
9
Interpretable Hypothesis-Driven Trading: A Rigorous Walk-Forward Validation Framework for Market Microstructure Signals (Deep et al., 2025)
10
Understanding Regime Changes for Robustness in Backtesting (FactSet Insight)
11
On a Fundamental Statistical Edge Principle (Gastaldi, 2024)
12
How to Build an AI Quant System. Test 1,000 Strategies per Week.
13
AI in Fundamental Hedge Fund Research: LLMs, Alpha Generation, and the Limits of Automation
14
The Anatomy of a Decentralized Prediction Market: Microstructure Evidence from the Polymarket Order Book
15
4 Quant Formulas That Make Polymarket Copy-Trading Profitable
16
22 Open Source Repos from Hedge Funds and Quant Firms: Jane Street, Man Group, Two Sigma, etc.
17
Open Portfolio on OpenBB: A Suite for Asset Managers
18
Hidden Markov Models (Appendix A) - Speech and Language Processing
19
Introducing Senpi Hyperliquid Agent Runtime 1.1.0: 30x Faster, 75% Cheaper, Self-Learning
20
How Freeport's AI Beat the S&P by 46% in 16 Weeks
21
Structural Enforcement of Statistical Rigor in AI-Driven Discovery: A Functional Architecture
22
The Anatomy of Polymarket: Evidence from the 2024 Presidential Election
23
Arbitrage Analysis in Polymarket NBA Markets
May 14, 2026
Crypto
1
Rally Without Conviction
2
Bitcoin Technical Analysis and Market Structure Review
3
Bitcoin Market Structure Analysis: Swing Trade Thesis, Order Flow Mechanics, and VWAP-Based Execution Framework
4
Bitcoin Faces Key Breakout Test As Saylor Doubles Down
5
The Butterfly Touch
6
Unconfirmed Red Dot: A Flash TBL Liquidity Indicator Update
7
Glassnode: Echoes of Early 2022 – Capital Momentum Positive but Far Below Peaks
8
Keyrock: The Liquidity Source That Leads Bitcoin – T-Bill Issuance, Global Liquidity, and BTC Sensitivity
9
Fasanara Digital + Glassnode: Q4 2025 Institutional Market Perspectives – Stabilizing, Not Yet Recovering
10
The State of Tokenization
11
The Opportunities for Innovators We're Seeing This Year
12
Why Stablecoins Won't Age Well
13
It's a More Secret Version of Bitcoin and It's on a Tear
14
PaperTrade Protocol Breakdown: Fully Onchain Synthetic Perps on Hyperliquid
15
Stablecoins: From DeFi Primitive to Global Financial Infrastructure — Bessemer Venture Partners
16
6 Trends for 2026: Stablecoins, Payments, and Real-World Assets — a16z crypto
17
Tokenized Treasuries Emerge as Key 2026 Crypto Allocation Theme — Tech Journal UK
Macro
1
Wall Street Is Getting More Anxious About Long-Term Inflation
2
Jerome Powell's Inflation Legacy for Kevin Warsh
3
How Eight Tumultuous Years Pushed Jerome Powell and the Fed to the Limit
4
Melt Up
5
Kevin Warsh confirmed new Fed chair as inflation kicks higher, complicating the central bank's path
6
Quantifying the impact of the Iran war on US inflation
7
Defending the Fed: agency independence in three dimensions
8
Xi's Taiwan Warning to Trump Highlights Tensions in Beijing Summit
9
The Impossible Trinity Behind the Melt Up
10
The Butterfly Touch
11
Layered Money Update: The Token Layer
12
Dylan Patel on AI Token Demand, Compute Supply Constraints, and the Economics of Intelligence
13
Dollar Diminished: The Unmaking of US Financial Hegemony Under Trump (International Organization, Cambridge Core)
14
Turning the AI Revolution into Dollar Dominance (CSIS)
15
De-dollarization: The end of dollar dominance? (J.P. Morgan Research)
News
1
CLARITY Act Senate markup set for 10:30 ET
2
WH advisor: world waiting on US crypto rules
3
BoE to ease planned stablecoin rules: FT
4
Politico poll: just 4% vote depends on crypto stance
5
CFTC issues no-action letter on pred markets
6
JPM: BTC overtaking gold as debasement bet
7
VanEck: BTC could hit $1M within 5 years
8
Tom Lee: Crypto winter is over
9
JPM: Strategy could buy $30B BTC in 2026
10
Crypto investor waves since 2017: What retail investor behavior reveals about digital asset adoption — JPMorganChase Institute
11
2026 Digital Asset Outlook: Dawn of the Institutional Era — Grayscale Research
12
Q1 2026 Global Crypto Adoption Index — TRM Labs
13
Coinbase posts $400M Q1 loss, rev down 31%
14
Coinbase down for hours after AWS issue
15
Jupiter + Bitwise launch SOL USDe lending
16
Coinbase becomes USDC deployer on Hyperliquid
17
AWS launches AI agent payments with Coinbase
18
Block made $1.7B Q1 from CashApp BTC
19
Coinbase outage exposes crypto's cloud infrastructure trade-offs
20
AWS Outage Affecting Coinbase Continues To Clearly Highlight Persistent Centralization Problem In Crypto
21
Coinbase's Q1 results missed expectations: Trading revenue declined, and the platform transformation remains to be seen
22
US and China officially begin trade talks
23
Xi to Trump: trade wars have "no winner"
24
Xi warns of "collision" if Taiwan mishandled
25
Trump: US-China ties will be better than ever
26
WH: US and China agree Iran cannot get nuke
27
US clears 10 China firms for H200 chips
28
US strikes Iranian ports & tanker
29
Iran navy hits 3 US destroyer ships
30
Trump calls Iran strikes "love tap"
31
Trump: Iran ceasefire still in effect
32
US trade court rules against Trump tariffs
33
Trump threatens EU with much higher tariffs
34
Surveying the Experts: The State of U.S.-China Relations Entering 2026 | CSIS ChinaPower Project
35
At the Trump-Xi Summit, China Will Have the Upper Hand | Council on Foreign Relations
36
China & Taiwan Update, May 8, 2026 | AEI-ISW Coalition Defense of Taiwan Project
37
Google stock hits ATH, to release new Gemini
38
Nvidia Huang: China meetings "went excellent"
39
Cerebras IPO prices at top of range
40
Anthropic ships Claude for Legal marketplace
41
Anthropic tops OpenAI in biz AI use
42
CoreWeave: sold out for all of 2026 capacity
43
Nvidia to invest $2.1B in IREN partnership
44
OpenAI rolls out GPT-5.5 cyber model
45
Cloudflare lays off 1,100+ for agentic AI
46
Datadog +31% on blockbuster earnings
47
Ex-OpenAI startup targets $4B valuation
48
Voi founders launch AI startup Pit
49
Perplexity Personal Computer launches for Mac
50
Maryland expects $1.6B grid bills for data centres
51
MS: humanoid bots may extend China mfg lead
52
2026 Semiconductor Industry Outlook — Deloitte Insights
53
AI, Data Centers, and the U.S. Electric Grid: A Watershed Moment — Harvard Belfer Center
54
Why AI Companies May Invest More than $500 Billion in 2026 — Goldman Sachs
55
Global M2 hits record $121.9T, +$17T in 2yr
56
Japan 10/30/40Y yields all spike to records
57
30Y US bond auction clears above 5%
58
US consumers see jobless odds at 44%
59
Feds withhold $1.3B Medicaid to California
60
Stock call volume hits record high
61
Iran War Fallout Drives 30-Year Treasury Auction to 5.046% — BeInCrypto
62
JPMorgan Says Bitcoin Is Gaining Over Gold as Debasement Trade After Iran Conflict — The Block
63
Stagflation Lite Sets In as Inflation Surges in April — RSM US Real Economy
64
WH may issue 250 pardons
65
CIA raids Tulsi Gabbard's office
66
UK local elections show huge gains for Reform
67
UK PM Starmer rejects resignation calls
68
US to revoke passports for $100K child debt
69
Ukraine drones hit Moscow region
70
Goldman Sachs Asset Management: Mid-Year Outlook 2025 – Alternative Routes to Resilience
71
Gold vs. Bitcoin: Which Is the Better Hedge Asset in 2025? – CoinDesk
72
Gold vs. Bitcoin: Why the Safe-Haven Debate Is Shifting in 2025 – Morningstar
Ai
1
The Chokepoint #1: Power Moves Fastest
2
LBNL Data Center Energy Reports: 2016 vs 2024, Annotated
3
Is Anyone Going to Make These Data Centers Beautiful?
4
CPUs are the Bottleneck - and Branching is the Unlock
5
The Case for Memory as a Structural Growth Story, Not a Cyclical Trade
6
Dylan Patel on AI Token Demand, Compute Supply Constraints, and the Economics of Intelligence
7
[Investment Map] 15 Companies in the Glass Substrate Cycle: From Material to Mass Production
8
Goldman Sachs: 1,000 Homes of Power in a Filing Cabinet — Rising Power Density Disrupts AI Infrastructure
9
CNAS: American AI Companies Can't Get Enough Chips
10
24/7 Wall St: The Real AI Trade May Not Be Software — It May Be Power Equipment
11
AI IQ: Composite AI Model Intelligence and Cost-Performance Tracker
12
The Best AI Models of March 2026
13
Graphon Says Its Intelligence Layer Will Lighten the Load on AI Models
14
Cerebras to Kick Off Hotly Anticipated Year for Artificial-Intelligence IPOs
15
Notes from Inside China's AI Labs
16
IDC: The Future of AI Is Model Routing
17
USCC: Two Loops — How China's Open AI Strategy Reinforces Its Industrial Dominance
18
Cerebras' $48 Billion IPO Tests the Market's Inference Bet — Investing.com
19
AQAA: An Always-On Autonomous Quant AI Agent for Continuous Alpha Discovery, Self-Optimization, and Live Trading
20
Can Agentic AI Predict Stock Returns?
21
Can AI Do Financial Research? LLM-Guided Hypothesis Discovery in Asset Pricing
22
AI Bots Auditioning for Wall Street Trading Are Mostly Losing
23
Adaptive Alpha Weighting with PPO: Enhancing Prompt-Based LLM-Generated Alphas in Quant Trading
24
Evaluating LLMs in Finance Requires Explicit Bias Consideration
25
StockBench: Can LLM Agents Trade Stocks Profitably In Real-world Markets?
26
Can Blindfolded LLMs Still Trade? An Anonymization-First Framework for Portfolio Optimization
Academy
1
The Unpriced Risk in Momentum Strategies
2
Weekly Research Recap #127
3
Systematic Tactical Allocation in Emerging Markets vs. U.S.: A Momentum-Based Approach
4
The Attention Factor: The Speculative Risk You May Already Own
5
Why NautilusTrader Exists
6
Qullamaggie Breakout System / Shikumi Reference
7
How I Made Six Million Bucks with Portfolio123
8
How to Short a Bubble
9
Market Depth & Liquidity: Liquidity Is Behavior, Not Size
10
Permutable AI Market Intelligence API for Systematic Portfolios Across Commodities, Currencies and Rates
11
Factor Momentum and the Momentum Factor (Ehsani & Linnainmaa, 2022, Journal of Finance)
12
Momentum Crashes (Daniel & Moskowitz, 2016, Journal of Financial Economics)
13
V-Shaped Recoveries and Policy Uncertainty: The Role of Risk Management (Man Group, 2025)
14
Craft Is Cathedral
15
When Knowledge Is Cheap, Insight Is Everything: Jevons Paradox Applied to Torah Learning
16
Open Tab: Esther Perel
17
Fear and Greed in Financial Markets: A Clinical Study of Day-Traders (Lo, Repin & Steenbarger, NBER/American Economic Review 2005)
18
When Knowledge Is Cheap, Insight Is Everything (Second Voice Substack — Jevons Paradox applied to AI-era knowledge production)
19
Jevons Paradox for Knowledge Work: AI Abundance vs. Human Oversight Bottleneck (Levie vs. Gupta analysis with BCG/Deloitte data)
May 8, 2026
Crypto
1
Bulls Approach the Ceiling
2
Bears Are Worried
3
The Four-Year Cycle Bitcoin Playbook May No Longer Apply
4
Nik's Trader Notes: Bitcoin Above $80,000 & Treasury Yields Spike
5
Bitcoin's Best Month Since April 2025
6
Bitcoin Breaks Containment
7
Bitcoin Market Review
8
Charting Crypto: Q2 2026
9
Three Signals Pointing to a Possible Bitcoin Move to $85,000
10
Bitcoin Clears Sell Wall as STRC, Derivatives and ETFs Build Momentum — Bitfinex Alpha
11
Bitcoin's 2026 Mispricing: The Coiled Spring in a Fiat-Flooded World — Bitwise Europe
12
The State of Tokenization
13
Impressions From The White House
14
$2.2B Crypto Fund V: Why We're Playing the Long Game
15
$1B to Back Founders Building the New Economy
16
Introducing Programmatic VVV Buy & Burns
17
Stablecoins: From DeFi Primitive to Global Financial Infrastructure — Bessemer Venture Partners
18
The Stable Door Opens: How Tokenized Cash Enables Next-Gen Payments — McKinsey & Company
19
Stablecoin Utility and the Future of Payments — Chainalysis
Macro
1
Trump's New Initiative Shows the Limits of U.S. Power in Hormuz
2
Iran's Regime Ends the Cease-Fire
3
Trump Says U.S. Will Guide Stranded Ships Through Strait of Hormuz
4
The Stock Market Is On Fire Because Investors Don't Care About Iran Anymore
5
Some Deep Reading
6
What the closure of the Strait of Hormuz means for the global economy (Federal Reserve Bank of Dallas)
7
Iran War: How High Could Oil Prices Get with Strait of Hormuz Closure? (Bloomberg)
8
15 charts that explain why the Strait of Hormuz shutdown matters for the global economy (Atlantic Council)
9
SPX Market Structure: The Architecture of Institutional Control, the Bull/Bear Line, and the Compounding Impossibility of the Bear Case
10
Charts of the Week: The Fastest V-Shaped Recovery Ever
11
Invest Like the Best: You Retire, You Die
12
Global Primer Series: Private Credit
13
Flows and Fundamentals – Citadel Securities Global Market Intelligence (April 2025)
14
Flows and Fundamentals – Citadel Securities GMI: Systematic Re-Risking, Buybacks & Money Market Rotation (August 2025)
15
Corporate Buybacks: Confidence or Spin? – Waddell & Associates (May 2025)
News
1
Anthropic strikes SpaceX compute partnership
2
Anthropic to buy 100% of xAI Colossus compute
3
Anthropic CEO: 80x revenue growth in Q1
4
Musk's xAI is ‘morphing into a cloud firm’
5
Musk Terafab to cost up to $119B
6
Anthropic launches $1.5B consulting arm
7
Meta raising $13B SPV for Texas DC
8
Cerebras heads for blockbuster IPO
9
Fervo Energy targets up to $1.3B IPO
10
Amazon Anthropic deal up to $20bn convertible
11
AI Capex 2026: The $690B Infrastructure Sprint — Futurum Group Research
12
AI Boom: Big Tech Capital Expenditures Now Seen Topping $1 Trillion in 2027 — CNBC
13
Why AI Companies May Invest More than $500 Billion in 2026 — Goldman Sachs
14
Trump: had "very good" talks with Iran today
15
Iran FM: imminent deal to end Iran war
16
Chevron CEO: economies will have to slow
17
US petrol up 50% vs pre-Iran war levels
18
Goldman warns of UK jet fuel rationing risk
19
Trump: Iran agreed to drop nuclear weapon
20
China sentences ex-defence chiefs to death
21
Pakistan vows full force if India strikes again
22
Stock lower on Iran war fears
23
UAE moves all schools online amid Iran strikes
24
UAE shoots down 15 missiles, 4 Iran drones
25
Israel Iron Dome shot Iran missiles in UAE
26
Oil continues to surge on US-Iran tensions
27
US now exporting over 6m barrels of oil per day
28
US SPR drops 7.12m bbl, biggest weekly drain
29
California gas prices hit $6 per gallon
30
World Bank: Middle East War to Spark Biggest Energy Price Surge in Four Years – Commodity Markets Outlook (April 2026)
31
CEPR VoxEU: Geopolitical Oil Price Shocks – Why These Shocks Hit Harder
32
Morgan Stanley: Iran Conflict – Oil Price Impacts and Inflation
33
White House targets 4 July for CLARITY Act
34
Stablecoin reward fix moves CLARITY Act
35
Kraken cleared for US crypto derivatives
36
DTCC pilots tokenised securities
37
Ondo joins DTCC tokenisation group
38
Lummis & Tillis: Market structure bill marked up May
39
Visa to launch BTC debit cards in 100 countries
40
Visa stablecoin pilot hits $7bn across 9 chains
41
Circle launches gas-free USDC nanopayments
42
Stablecoins overtake BTC in LatAm purchases: Bitso
43
Tether mints $4bn USDT in past 30 days
44
Chainalysis: 2025 Crypto Regulatory Round-Up
45
PwC: Digital Assets – GENIUS and CLARITY Acts Analysis
46
Morgan Stanley: Digital Assets Go Mainstream as Global Adoption Accelerates
47
VanEck: BTC to hit $1m within 5 years
48
Hosseeb: things quietly getting better
49
Core Scientific Q1 net loss hits BTC miners
50
$80K now must flip to BTC support
51
TON rises 35% as Durov takes over
52
Pomp: most of crypto is dead
53
CryptoQuant: April BTC rally was futures-led
54
DonAlt: BTC bottom in, chop is worst case scenario
55
New ETH wallet exploit drains 7-yr dormant wallets
56
Arbitrum DAO votes to free 30,766 frozen ETH
57
+14.2% since Mar 30 low
58
Bitcoin surged in April, but weak buyer demand makes the rally vulnerable (CNBC)
59
CryptoQuant says bitcoin's April price surge was 'speculative' as spot demand remains weak, warns of correction risk (The Block)
60
Bitcoin's $70,000 to $80,000 zone highlights gap in historical price support (CoinDesk)
Ai
1
Tracking Trillions: The Assumptions Shaping the Scale of the AI Build-Out
2
Jevons Paradox: AI, CapEx, Liquidity, and the Bottlenecks That Matter
3
Higher Costs Are Raising AI's Profit Bar
4
Invest Like the Best: The Supply and Demand of Tokens
5
The World Is Built Out of a Few Narrow Places
6
Capstone Power+ ($CGEH) is a 14x, Just Like Bloom Energy ($BE). Part One.
7
The Great AI Silicon Shortage – SemiAnalysis (Mar 2026)
8
Advanced packaging and HBM, not logic dies, were the bottlenecks on AI chip production in 2025 – Epoch AI (Mar 2026)
9
Scarce Machines, Infinite Demand: ASML and the Limits of the AI Buildout – Enverus
10
Trump's AI Policy Reversal: From Anti-Regulation to Frontier Model Oversight
11
How Good Is Mythos?
12
U.S. and China Pursue Guardrails to Stop AI Rivalry From Spiraling Into Crisis
13
What Is a 'Compute Tax' and Why Is the Idea Gaining Traction?
14
Divine Intervention in AI
15
Contingency Frameworks for Future U.S.-China Cooperation on AI Assurance and Security: Preserving Strategic Optionality (RAND Corporation, May 2026)
16
The future of tax policy: A public finance framework for the age of AI (Brookings Institution, Feb 2026)
17
How China and the US Can Make AI Safer for Everyone (The Diplomat, Jan 2026)
18
Anthropic Releases New AI Agents for Financial Services Firms
19
Anthropic Nears $1.5 Billion Joint Venture With Wall Street Firms
20
Anchorage Digital Launches Agentic Banking and Partners with Google Cloud to Power the Operating Layer for AI and Capital
21
AI at Discount
22
Agentic Utilities: Always On, Never Prompted
23
Software Finally Gets to Work: The Opportunity in Vertical AI (Menlo Ventures)
24
The day after the $1.5bn JV, Anthropic shipped what the JV will sell (The Next Web)
25
How Agentic AI Will Reshape Payments (IMF Note 2026/004)
26
Corporate Layoffs Are Down 10% This Year, but the AI Reckoning Has Come For Tech
27
The "AI Job Apocalypse" Is a Complete Fantasy
28
Optimizing Software Factories
29
Don't Get Too Comfortable. Your Quality of Life Depends On It.
30
AI, Productivity, and Labor Markets: A Review of the Empirical Evidence – International Center for Law & Economics
31
How Will AI Affect the Global Workforce? – Goldman Sachs Research
32
Measuring US Workers' Capacity to Adapt to AI-Driven Job Displacement – Brookings Institution
Academy
1
Strategy 18: The SuperTrend Crossover
2
Qullamaggie's Exact Breakout System: Set Up. Scan. Entry. Stop. Manage. Everything.
3
Ultimate Starter Pack for Swing Trading
4
The Should-I-Punt Checklist: A Pre-Trade Decision Framework
5
You Can Trade (Almost) Like Mulvaney
6
Interview With Market Wizard Marsten Parker
7
Learning About Risk
8
The Best Strategies for Inflationary Times
9
How to Use Neural Networks to Win Every Trade Before It Even Starts
10
Pseudo-Mathematics and Financial Charlatanism: The Effects of Backtest Overfitting on Out-of-Sample Performance
11
Time Series Momentum (Moskowitz, Ooi, Pedersen)
12
CTA Index Replication and the Curse of Dimensionality (Rob Carver)
May 1, 2026
Crypto
1
Stablecoins Are Going Local
2
Charts of the Week: Software Ate the World
3
The Facets of Fiat and Heading to Washington
4
US Military Running Bitcoin Node to Test National Security Applications, Admiral Tells Congress
5
Stablecoins: from DeFi Primitive to Global Financial Infrastructure – Bessemer Venture Partners
6
Why Stablecoins Are Quickly Becoming a Geopolitical Issue – World Economic Forum
7
Stablecoins as Statecraft: Reclaiming US Financial Sovereignty in the Eurodollar Market – Bitcoin Policy Institute
8
Bitcoin Short Squeeze Incoming? Negative Funding, $80K Liquidations, and Gamma Could Ignite Breakout
9
T-Split
10
Mean Reclaimed, Rally on Trial
11
TraderXO Bitcoin Market Review
12
Is Strategy the Most Asymmetric Bitcoin Play Right Now?
13
Bitcoin Has Become The King Of Safe Haven Assets
14
Bitcoin Bears At Risk Of $1.4B Liquidation If BTC Rallies To $80K
15
BTC price faces $80,000 resistance as derivatives show signs of risk aversion
16
Bitcoin analysts explain why BTC price can't take out $80K
17
The Antifragile Thesis: Hyperliquid Now Thrives on Global Chaos
18
Tokenized Commodities Beyond Gold
19
Arrest of U.S. Soldier Signals Polymarket's Wild-West Days Are Ending
20
The Transformational Potential of Hyperliquid's HIP-3 — FalconX Research
21
Derivatives in Tokenized Commodities Begin to Emerge — Traders Magazine
22
Tokenized RWAs and On-Chain Commodities — Chainalysis Research
Macro
1
Oracle's Deluge of AI Debt Pushes Wall Street to the Limit
2
The Billionaire Math Geek Who Turned AI Into a Money-Printing Machine
3
U.S. Officials Try to Get a Grip on Risks Bubbling Inside Private Credit
4
Financing the AI boom: from cash flows to debt (BIS Bulletin No. 120)
5
Oracle's $16.3B data centre financing required PIMCO to anchor $10B after US banks retreated
6
Record-Breaking AI-Related Debt Issuance in 2025 – Mellon Investments
7
Air War in Iran Gives Way to Crippling Stalemate in Hormuz
8
Saudi Arabia and Iraq Are Caught in a Hidden War Within the War
9
Most Americans Think the Job Market Will Get Worse. Here's Why That Matters.
10
Tokenized Commodities Beyond Gold
11
What the closure of the Strait of Hormuz means for the global economy — Federal Reserve Bank of Dallas
12
Oil shock complicates central bank outlooks — Vanguard
13
War Darkens Global Economic Outlook and Reshapes Policy Priorities — IMF Blog
News
1
Visa to launch BTC debit cards in 100 countries
2
Visa stablecoin pilot hits $7bn across 9 chains
3
Circle launches gas-free USDC nanopayments
4
Stablecoins overtake BTC in LatAm purchases: Bitso
5
Tether mints $4bn USDT in past 30 days
6
Circle mints 500M USDC on SOL
7
Visa adds Polygon to stablecoin payments
8
Shinhan to test stablecoin pay on SOL
9
Ripple ties up with Korea Kbank
10
OKX launches AI agent payments protocol
11
Stablecoins in 2025: Developments and Financial Stability Implications – Federal Reserve Board
12
Stablecoins: From DeFi Primitive to Global Financial Infrastructure – Bessemer Venture Partners
13
Global Insights: Stablecoin Payments & Infrastructure Trends – Fireblocks
14
SK Hynix to invest ~$13bn in advanced packaging
15
Karpathy: CPU is finished as the main chip
16
Alphabet +5% on cloud & Gemini revenue beat
17
Amazon +3%, on cloud & chip demand surge
18
Hyperscaler AI Capex to be $625-670B
19
Samsung & SK Hynix show huge Q1 beats
20
QCOM up 15% on OpenAI phone optimism
21
Anthropic eyes $900B+ valuation round
22
Trump: US +$30B since Intel buy
23
Kindig: NVDA to $20T by 2030
24
SoftBank eyes $100B AI robotics IPO
25
Goldman Sachs: Why AI Companies May Invest More than $500 Billion in 2026
26
IDC: Semiconductor Market to Surge Past the Trillion-Dollar Threshold — AI Infrastructure Drives Market Growth
27
Deloitte Insights: 2026 Semiconductor Industry Outlook
28
CryptoQuant: April BTC rally was futures-led
29
DonAlt: BTC bottom in, chop is worst case scenario
30
Lummis & Tillis: Market structure bill marked up May
31
80.5K-82K sell wall keeping a lid on BTC
32
Senate clears Warsh, 1st pro-BTC Fed Chair
33
Tillis pushes CLARITY Bill markup vote
34
Bitcoin Institutional Adoption: How U.S. Regulatory Clarity Unlocks $3 Trillion in Financial Services Capital — Datos Insights
35
VanEck Mid-December 2025 Bitcoin ChainCheck: Corporations Buy the Dip as ETPs Fade
36
2026 Digital Asset Outlook: Dawn of the Institutional Era — Grayscale Research
37
Oil continues to surge on US-Iran tensions
38
US now exporting over 6m barrels of oil per day
39
US SPR drops 7.12m bbl, biggest weekly drain
40
California gas prices hit $6 per gallon
41
Dollar up, stocks slip, crude surges
42
Brent crude hits $120, top since 2022
43
Trump: UAE OPEC exit will help energy prices
44
Putin warns Trump on Iran-Israel strike
45
US to pull USS Gerald R. Ford from ME
46
CENTCOM prepped for strikes in Iran
47
Scenario Analysis: Middle East War, Oil and the Stagflation Threat
48
Oil shock complicates central bank outlooks
49
UAE's exit rattles OPEC's grip on the oil market
50
UK: GPT-5.5 matches Anthropic Mythos in cyber
51
Sacks: Mythos automates cyber tasks, not magic
52
NSA uses Anthropic Mythos to find Microsoft flaws
53
Mistral drops new open-source agent model
54
Musk says xAI used OpenAI models to train Grok
55
Nvidia backs AI legal startup Legora
56
Cursor launches agent SDK
57
Musk battles OpenAI lawyer in court
58
Musk: gave OpenAI $38M in free funding
59
Figure: humanoid output 24x in 4 months
60
OpenAI Trial Recap: Musk Concludes Testimony, Lawyers Spar Over Second Witness (CNBC)
61
White House Is Drafting Plans to Permit Federal Anthropic Use (Nextgov/FCW)
62
Elon Musk Testifies That xAI Trained Grok on OpenAI Models (TechCrunch)
63
Fed keeps rates unchanged in split vote
64
10Y note yield rises above 4.40%
65
Dalio: US in stagflationary period
66
MSCI Research: Macro Scenarios in Focus – Central-Bank Credibility and Portfolio Risk
67
CNBC: Fed Interest Rate Decision April 2026 – Fed Holds Rates Steady Amid Dissent
68
BlackRock iShares: Spring 2026 Investment Directions – Inflation, AI & Diversifiers
Ai
1
The Future of AI Is Agentic... and Groq
2
Why We Need Continual Learning
3
Scaling Long-Running Autonomous Coding
4
Stitch's DESIGN.md Format Is Now Open-Source So You Can Use It Across Platforms
5
Inside NVIDIA Groq 3 LPX: The Low-Latency Inference Accelerator for the NVIDIA Vera Rubin Platform
6
The Orchestration of Multi-Agent Systems: Architectures, Protocols, and Enterprise Adoption (arXiv:2601.13671)
7
Continual Learning of Large Language Models: A Comprehensive Survey (ACM Computing Surveys 2025)
8
Kronos: A Foundation Model for the Language of Financial Markets
9
Kimi K2.6 Launch Reaction: Chinese Open-Source AI Reaches Frontier Parity
10
AIA Forecaster: Technical Report
11
Introducing Odyssey-2 Max: Scaled World Simulation
12
LeWorldModel: Stable End-to-End Joint-Embedding Predictive Architecture from Pixels
13
Sam Altman: Proof of Human in the Age of AI
14
AI Models, Power, Politics, and Performance
15
What's next for Chinese open-source AI (MIT Technology Review)
16
AIA Labs: The Future of Investment Intelligence (Bridgewater Associates)
Academy
1
You Know Exactly What You're Doing
2
How to Build Mean Reversion Trading Strategies - Stefan Friedrichowski
3
What Changed in Six Years, and What Didn't
4
The Six Risks That Kill Quant Firms
5
TraderXO Bitcoin Market Review
6
1/n. The Rambles & Reflections of a Portfolio Manager
7
Wall Street Brings Sophisticated Quant Trading to the Masses
8
When Data Outweighs Intuition: An AI System for NBA Predictions
9
The Probability of Backtest Overfitting (Bailey, Borwein, Lopez de Prado, Zhu — Journal of Computational Finance)
10
The GT-Score: A Robust Objective Function for Reducing Overfitting in Data-Driven Trading Strategies (MDPI, 2026)
11
Position Sizing Effects on Trader Performance — Experimental Evidence on Behavioral Risk and Trader Self-Destruction
Apr 20, 2026
Crypto
1
The Week On-chain: Approaching the Ceiling
2
Rivers of Babylon
3
Where Does Bitcoin Fit In?
4
No Trade Zone
5
How to Resolve the Matter of the Satoshi Coins Without a Freeze
6
Morgan Stanley's Bitcoin ETF began trading. An analyst put it in the top 1% of ETF launches
7
Strategy's STRC hits $1.1 billion volume as preferred stock drives Saylor's bitcoin buying engine
8
5 Bitcoin On-Chain Bottom Signals 2026: Realized Profit Collapsed 96%, MVRV at 1.2, Exchange Reserves at 7-Year Low
9
Agents Are Starting to Operate Real Systems - Who's Actually in Control?
10
A Guide to Perpetual Futures: How They Work and Why They're Growing So Quickly
11
Beyond the Sky: Jeffrey Yan and Hyperliquid
12
How a 233-Year-Old Wall Street Institution Went All In on Crypto
13
Announcing Artemis II
14
The Agent Economy: A Blockchain-Based Foundation for Autonomous AI Agents (arXiv, Feb 2026)
15
Can blockchain build a new economic OS for the internet? (World Economic Forum)
16
AI developers may not be keen on crypto, but stablecoins are the secret to agentic finance (CoinDesk)
Macro
1
Inside the Global Oil Crisis
2
Iran War's Economic Shock Wave Is Expected to Get Even Bigger
3
IMF Warns of Deep Global Downturn if War Is Prolonged
4
The War the Arab World Is Watching
5
What the closure of the Strait of Hormuz means for the global economy — Federal Reserve Bank of Dallas
6
War Darkens Global Economic Outlook and Reshapes Policy Priorities — IMF Blog (April 2026 WEO)
7
Beyond oil: 9 commodities impacted by the Strait of Hormuz crisis — World Economic Forum
8
Prediction Markets: They Grow Up So Fast
9
Prediction Market Volumes to Hit $1 Trillion by 2030 — Bernstein Analyst Report (CoinDesk)
10
From Niche to $3 Billion Run Rate: Prediction Markets Eye $10 Billion Future — Citizens JMP Analyst Report (CoinDesk)
11
The Financialization of Uncertainty — Artemis Research
News
1
Kelp hacked for $290M, tied to N Korea Lazarus
2
Aave pools affected, TVL down $8.5B over 2 days
3
LayerZero blames Kelp 1-of-1 DVN setup
4
$15B leaves DeFi since Kelp hack
5
The $13 billion DeFi wipeout in two days, and it started with KelpDAO attack
6
Aave records $6 billion TVL drop as Kelp hack exposes structural risk at DeFi lender
7
Incident Report: Kelp DAO rsETH Bridge Exploit — Credshields
8
RAVE down 95% from $26B after ZachXBT call-out
9
ZachXBT next questions Memecore valuation
10
UNC up 3x, fastest growing recent meme
11
RaveDAO's RAVE Token Collapses 90% in a Day as Exchange Probes Widen
12
Memecoin Contagion: Irrationality, Illicit Behaviour, and Cryptocurrency Risk (Finance Research Letters)
13
Fresh Manipulation Warnings Hit Other Crypto Projects After RAVE's 95% Collapse
14
Saylor teases another BTC after MSTR rally
15
BlackRock BTC ETF saw $906M weekly inflow
16
Strategy has bought $1.3B BTC in April
17
Whales buy 270K BTC in 30 days, most in 13 years
18
Tether buys 951 BTC, now holds 97K BTC
19
Kalshi traders forecast BTC at $95K this year
20
BlackRock Names Spot Bitcoin ETF Among Its Top Investment Themes of 2025
21
CoinDesk Q1 2026 Digital Assets Quarterly Review and Outlook
22
Bitcoin's Evolving Role Amid Geopolitical Uncertainty
23
Oil jumps +8% as Strait of Hormuz closes
24
US Marines seize Iran ship Touska
25
Iran launches drone attack on US ships
26
UAE asks US for wartime USD swapline
27
Senate allows US-Iran strikes without Congress
28
US orders USS Lincoln to blockade Hormuz
29
Direct US-Iran talks likely before ceasefire ends
30
Pakistan Army Chief heading to US after Iran talks
31
IEA Oil Market Report – April 2026: Largest Supply Disruption in History
32
Kpler: Iran War and the Strait of Hormuz – Oil Market Implications Six Weeks In
33
Congressional Research Service: Iran Conflict and the Strait of Hormuz – Impacts on Oil, Gas, and Other Commodities
34
CME plans SUI futures for May 4
35
JPM: Clarity Act nearly complete
36
White House warns US losing digital assets race
37
Telegram launches agentic bots
38
Coinbase tests AI agents on Slack/email
39
Clarifying the CLARITY Act: What To Know About the House Crypto Market Structure Bill and Its Path to Law
40
Crypto and Agentic AI – Coinbase Institute Policy Paper
41
CME Set to Launch Avalanche, Sui Futures Ahead of 24/7 Crypto Derivatives Trading Shift
42
Shiller PE ratio hits 2nd all-time high
43
GS, BofA eye near-term market pullback
44
Smartphone shipments -13% YoY: Kobeissi
45
Stock market out of Fear for first time in 2 months
46
China Q1 GDP grows 5%, beats expectations
47
US to launch tariff refund system on April 20
48
88 major US corporations paid zero federal tax
49
Applied Philosophy: The Shiller P/E and S&P 500 Returns Revisited – Invesco
50
Biggest Risk to the Economy Now? Goldman Says It's a Stock Market Correction – CNBC
51
Bank of America Shares S&P 500 Warning for 2026 – TheStreet
52
Ukraine drones hit Russia Tuapse refinery
53
US sets oil export record at 5M+ bbl/day
54
Europe could run out of jet fuel soon
55
Russia: Ready to supply India with unlimited oil
56
What the Closure of the Strait of Hormuz Means for the Global Economy – Federal Reserve Bank of Dallas
57
U.S. Hormuz Blockade Hits India Just as Russian Oil Purchase Waiver Expires, Deepening Energy Worries – CNBC
58
Oil Energy, India-U.S. Relations, and the Russia Conundrum – Council on Foreign Relations
59
Vercel also exploited, tied to AI tool OAuth
60
FBI’s Patel: 2020 arrests coming soon
61
House to probe missing nuclear scientist
62
Justin Sun calls World Liberty vote a ‘sham’
63
Mother, son freed from French crypto kidnapping
64
Proj Jiang calls Bitcoin a ‘CIA operation’
65
Vercel Breach Tied to Context AI Hack Exposes Limited Customer Credentials
66
2026 Crypto Crime Report Introduction - Chainalysis
67
Cyber on the Geopolitical Battlefield: Beyond the Big Four - Recorded Future
Ai
1
Got Tokens?
2
AI Is Using So Much Energy That Computing Firepower Is Running Out
3
The Mystery of Why You Can't Buy a Mac Mini Right Now
4
Beyond the Bubble: Why AI Infrastructure Will Compound Long after the Hype (KKR)
5
Tokens Are a Utility. We're Treating Them Like Software (Communications of the ACM)
6
The AI Infrastructure Reckoning: Optimizing Compute Strategy in the Age of Inference Economics (Deloitte)
7
Pyramids, Diamonds, and Oscillations: AI and the Structure of Internal Labor Markets
8
Earning the Right: Factory Raises $150M Series C from Khosla, Sequoia, Blackstone, Insight, NEA
9
Surviving AI Price Wars Without Destroying Your Business
10
How AI Is Reshaping Software Valuations in M&A — PwC
11
Markets Weigh Impact of AI on Software Sector — T. Rowe Price
12
Young Workers' Employment Drops in Occupations with High AI Exposure — Federal Reserve Bank of Dallas
13
Frontier Systems for the Physical World
14
The New Sensor Bottleneck - Electro-Optical + Infrared
15
π*₀.₆: A VLA That Learns From Experience (Physical Intelligence / RECAP paper)
16
AI Goes Physical: Navigating the Convergence of AI and Robotics (Deloitte Tech Trends 2026)
17
Deep Reinforcement Learning for Robotics: A Survey of Real-World Successes (Tang et al., Annual Review 2025)
Academy
1
We Found 21 Money-Printers After Backtesting 236 TradingView Strategies
2
Crypto Perpetuals Funding: Alternative Data and Non-Standard Frequencies in 24/7 Crypto Markets
3
Volume Weighted Average Price (VWAP): The Holy Grail for Day Trading Systems
4
Artemis Crypto Factor Model Analysis: April 2026 Update
5
Machine Learning Techniques and Data for Stock Market Forecasting: A Literature Review
6
Digital Assets: Quarterly Review and Outlook (Q1 2026)
7
Trading Games: Beating Passive Strategies in the Bullish Crypto Market (Journal of Futures Markets, 2025)
8
Deep Learning for VWAP Execution in Crypto Markets: Beyond the Volume Curve (arXiv, 2025)
9
The Diversification Benefits of Cryptocurrency Factor Portfolios: Are They There? (Review of Quantitative Finance and Accounting, 2024)
Apr 13, 2026
Crypto
1
The Week On-Chain: Bouncing in a Bear (Week 14, 2026)
2
Rookie Versus Veteran
3
Being Bearish Doesn't Make Mathematical Sense
4
Doom, War, & Bitcoin
5
Saylor's MSTR at Major Support
6
Professional Bitcoin Ownership in the First Leg of the Bear – CoinShares Q4 2025 13F Institutional Report
7
Strategy's (MSTR) 1 Millionth Bitcoin: Here's How It Could Happen This Year – CoinDesk
8
These 3 Signals Mark Bear Market Exits — Bitcoin Has Yet To Trigger Them – NewsBTC
9
Entering the Era of the Headless Merchant
10
15,500 Structured Databases of On-Chain Data Exist Right Now. Your AI Has No Idea Until Now
11
Tokenized Stocks Take Next Step With First On-Chain Vote for Galaxy Shareholders
12
Wall Street Goes Onchain: Why the Ondo x Franklin Templeton Deal Changes Everything
13
Why Stripe's Machine Payments Protocol Signals A Turning Point For Micropayments (Forrester)
14
Agentic Payments In B2C Commerce: Where We Are Now (Forrester)
15
What's Driving the Tokenization Revolution in Equities (Kavout Market Lens)
Macro
1
FREE: Strait of Hormuz: A Citrini Field Trip
2
Here's What We Know About the U.S. Cease-Fire With Iran and What Happens Next
3
The Iran War Is a Boon for the Petrodollar
4
Allies Fear They Are Tied to an Erratic U.S. and Now Have Nowhere to Turn
5
The Day Trump's Iran Threat Gripped the World
6
How China Helped Iran Cushion the Blow of Sanctions and Fund Its War Machine
7
The Big Thing: We Are In A World War That Isn't Going To End Anytime Soon
8
Dallas Fed: What the Closure of the Strait of Hormuz Means for the Global Economy
9
J.P. Morgan: US–Israel Military Operation Against Iran — Are Markets on Edge?
10
Atlantic Council: How the Iran War Could Shift Energy Policies Around the World
11
Trapped in Private Credit
12
Wall Street Builds New Tool to Bet Against Private Credit
13
Private Credit Stress March 2026: Wrong Diagnosis, Right Evidence — Sascha Steffen (Frankfurt School of Finance)
14
Private Credit's Other Lanes Still Offer Value — PIMCO
15
Extra Credit: Business Development Companies – A Public Window into Private Credit — Mawer Investment Management
16
Inflation Soared to 3.3% in March, Driven by Higher Gasoline Costs
17
Consumer Sentiment Hits Lowest Level on Record
18
"The Most Speculative Traders Panicked"
19
Equity Dispersion and the Rotation: Mag7, Oracle, and OpenAI
20
Outlook for Public and Private Markets
21
A Fire Sale Has U.S. Office Buildings Going for 90% Off
22
One Hundred Years in the U.S. Stock Markets
23
The Dual Mandate in Conflict: Balancing Current Tensions between Inflation and Employment
24
Markets Brief: Don't Call It Stagflation
25
The Stagflation That Wasn't Supposed to Happen
News
1
Crypto sheds $83B in a day on Hormuz blockade
2
Trump confirms US Hormuz blockade to begin
3
Oil climbs above $100, futures fall
4
Hormuz traffic plummets, tankers head to US
5
Iran: no Gulf port safe if own ports threatened
6
Iran having issues clearing mines it laid
7
Iran oil ships begin to anchor off India
8
Britain will not join Hormuz blockade
9
Trump threatens 50% tariffs on China over Iran
10
Iran demanding BTC for Hormuz tolls
11
Oil up, Asian stocks fall on fragile truce
12
May be months before Hormuz traffic normalises
13
UAE says Hormuz is still not open
14
What the Closure of the Strait of Hormuz Means for the Global Economy (Federal Reserve Bank of Dallas)
15
The Strait of Hormuz Oil Shock Is Now Heading West (Bloomberg)
16
Strait of Hormuz Disruptions: Implications for Global Trade and Development (UNCTAD)
17
Hackers mint 1B DOT on ETH, sell for $237K
18
Hyperbridge DOT exploit caused by AI hack
19
26 AI LLM routers found injecting malicious calls
20
Back denies he is Satoshi after NYT claim
21
Bithumb sues to recover fat-finger BTC loss
22
ZachXBT uncovers new N. Korea network
23
ByBit foils $1B hack
24
Treasury sets stablecoin AML rules
25
The Bybit Hack of 2025 — Potential Implications (Paul Hastings LLP)
26
The ByBit Heist and the Future of U.S. Crypto Regulation (CSIS)
27
Treasury Proposes Stablecoin AML Rules as Bessent Vows to Protect US Financial System (American Banker)
28
TSMC set for 4th record profit on AI demand
29
CoreWeave signs multi-year deal with Anthropic
30
Only a fraction of AI capex is revenue-backed
31
US social mood turning negative on AI
32
Mythos report hints they cant fully measure risk
33
Claude launches ‘Managed Agents’
34
Perplexity revenue +50% on AI agent shift
35
Intel joins Elon’s Terafab AI project
36
50% of all US data centres delayed or cancelled
37
Goldman Sachs: Why AI Companies May Invest More than $500 Billion in 2026
38
Moody's/DCD: Tech giants' capital spending surging to $700 billion amid robust AI demand
39
Goldman Sachs Research: AI — In a Bubble?
40
Justin Sun calls out being blacklisted by WLFI
41
CLARITY Act sees ‘nervous optimism’
42
Lummis: Clarity Act is last chance until 2030
43
Trump officials push banks to test Mythos
44
What is the CLARITY Act? 2026 Guide to US Crypto Regulation and Stablecoin Yield Rules
45
Policy Backgrounder: The Outlook for Digital Assets in 2026
46
U.S. Treasury to propose demands that stablecoin firms be set to police bad transactions
Ai
1
AI Is Using So Much Energy That Computing Firepower Is Running Out
2
There is no GPU price
3
Crucible Capital Finances Compute Deployment with $26.8M Onchain Debt Facility from USD.AI
4
The Great GPU Shortage – Rental Capacity – Launching our H100 1 Year Rental Price Index (SemiAnalysis)
5
CoreWeave's $30 Billion Bet on GPU Market Infrastructure (Dave Friedman / Substack)
6
The cost of compute power: A $7 trillion race to scale data centers (McKinsey)
7
Anthropic's Mythos Safety Report Shows It Can No Longer Fully Measure What It Built
8
Emerging from the Mythos
9
Sam Altman May Control Our Future—Can He Be Trusted?
10
Your Agent Is Mine: Measuring Malicious Intermediary Attacks on the LLM Supply Chain
11
International AI Safety Report 2026 – Evaluation Gap, Capability Growth, and Governance Challenges
12
OpenAI Quietly Drops 'Safely' From Its Mission Statement — And the Implications for AI Governance Are Enormous
13
Beyond Corporate Promises: How Government Can Follow Through on AI Preparedness (Georgetown CSET)
14
AI Adoption by the Numbers
15
Anthropic in Talks to Invest $200 Million in New Private-Equity Venture
16
The AI Problem Matrix
17
A Practical Guide to Building AI Agents
18
The Role of AI in Hedge Funds and Quantitative Finance
19
2025: The State of Generative AI in the Enterprise — Menlo Ventures
20
Private equity is partnering with Big AI — Axios
21
Anthropic Economic Index: Uneven Geographic and Enterprise AI Adoption
Academy
1
The Story of Renaissance Technologies and Jim Simons
2
The Math Behind Combining 50 Weak Signals Into One Winning Trade
3
Market Maker Privilege
4
ArchetypeTrader: Reinforcement Learning for Selecting and Refining Learnable Strategic Archetypes in Quantitative Trading
5
An Ensemble Deep Reinforcement Learning Model for Automated Cryptocurrency Trading
6
One Hundred Years in the U.S. Stock Markets
7
The Role of AI in Hedge Funds and Quantitative Finance
8
Grinold (1989): The Fundamental Law of Active Management — Blank Capital Research
9
Tactical Alpha: A Quantitative Case for Active Asset Allocation — ReSolve Asset Management
10
Fundamental Law of Active Management shows way to higher information ratio — Robeco