Infrastructure
Core infrastructure, developer tooling, and network operations.
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Analyst sees AI-driven S&P 500 at 9,000 by 2026; Goldman warns rally is narrowly concentrated
Analyst Julian Emanuel outlines a bullish AI-driven path for the S&P 500 to 9,000 by end-2026, while Goldman Sachs warns the rally is concentrated in a few tech names and mainta…
Microsoft and Nvidia partnerships propel IREN to raise $3B via convertible notes for AI cloud expansion
IREN closed a $3 billion convertible notes offering to fund AI cloud infrastructure expansion after securing partnerships with Microsoft and Nvidia [1].
Telegram takeover drives Toncoin surge amid massive staking inflows, near-zero fees and overbought RSI
Toncoin (TON) rallied sharply after Telegram founder Pavel Durov announced Telegram would replace the TON Foundation as the primary force driving the network, with reported shor…
BNY Mellon to offer regulated BTC and ETH custody in Abu Dhabi via Finstreet and ADI Foundation
Bank of New York Mellon (BNY), the world’s largest custodian bank overseeing about $59 trillion in assets under custody and administration, is preparing to offer regulated digit…
Anthropic secures exclusive SpaceX Colossus 1 compute, tapping 220,000+ GPUs and 300+ MW to scale Claude
Anthropic will use all compute capacity at SpaceX's Colossus 1, gaining access to over 220,000 Nvidia GPUs and more than 300 megawatts of power to expand its Claude model infras…
a16z closes $2.2B Crypto Fund 5 to back builders converting blockchain infrastructure into mainstream products
Andreessen Horowitz’s crypto arm closed Crypto Fund 5 at $2.2 billion, roughly half the size of its 2022 Fund 4, and plans to deploy capital across stages with a long time horiz…
Bullish agrees $4.2B takeover of transfer agent Equiniti to build tokenized securities platform; shares dip
Bullish agreed to acquire transfer agent Equiniti for about $4.2 billion to expand into tokenized securities; the announcement coincided with pre-market weakness in BLSH shares …
DTCC to test tokenized equities and Treasuries in July with over 50 firms, wider rollout in October
DTCC will run a limited pilot of live tokenized securities trading in July 2026 and intends a broader rollout in October, seeking to bring equities and Treasuries onto existing …
David Schwartz debunks conspiracy claims that XRP is tied to a covert U.S. government deal
Former Ripple CTO David Schwartz dismisses claims of a secret government plan involving XRP [4].