DeepSeek open-sourced DeepInfer at 155 trillion tokens/day per cluster while the US quietly banned federal agencies from using it back in July. Meanwhile OpenAI is out here pitching $50B ARR to hit $70B by year-end, chasing a $1.4T+ valuation before Anthropic's IPO.
Alberta voted 76-24 to stay in Canada. Keeps the oil reserves in play.
Amazon funding a 960MW nuclear plant in Indiana with 12 X-energy reactors. First buyer of the power for their data centers. Energy play for AI infrastructure is real.
CDS trading on Nvidia, Meta, Amazon, Alphabet spiked from <$2B/week in July to >$9B/week in September. Traders hedging AI debt exposure instead of shorting equity. That's a tell.
BNB Chain burned 1.65M $BNB (~$1.2B) in Q3. Supply down to 131.51M, target is 100M.
Ethereum's Glamsterdam fork hits Hoodi testnet Oct 26, no mainnet date. Lido's engineering head flagged a front-running risk on staking deposits. Not ideal.
$SOL did 8.92B non-vote transactions in Q3, up 104% from Q4 2024. Usage is climbing.
JPMorgan added $BTC to their long-term outlook for the first time. 10% annualized return vs 7.5% for US large caps, 5.5% for gold. Institutional shift continues.
Germany's Sparkassen savings banks started offering $BTC, $ETH, $XRP, $SOL, $MATIC trading in-app via DekaBank on Oct 19. More banks rolling out in phases. Retail access expanding in Europe.
Alberta voted 76-24 to stay in Canada. Keeps the oil reserves in play.
Amazon funding a 960MW nuclear plant in Indiana with 12 X-energy reactors. First buyer of the power for their data centers. Energy play for AI infrastructure is real.
CDS trading on Nvidia, Meta, Amazon, Alphabet spiked from <$2B/week in July to >$9B/week in September. Traders hedging AI debt exposure instead of shorting equity. That's a tell.
BNB Chain burned 1.65M $BNB (~$1.2B) in Q3. Supply down to 131.51M, target is 100M.
Ethereum's Glamsterdam fork hits Hoodi testnet Oct 26, no mainnet date. Lido's engineering head flagged a front-running risk on staking deposits. Not ideal.
$SOL did 8.92B non-vote transactions in Q3, up 104% from Q4 2024. Usage is climbing.
JPMorgan added $BTC to their long-term outlook for the first time. 10% annualized return vs 7.5% for US large caps, 5.5% for gold. Institutional shift continues.
Germany's Sparkassen savings banks started offering $BTC, $ETH, $XRP, $SOL, $MATIC trading in-app via DekaBank on Oct 19. More banks rolling out in phases. Retail access expanding in Europe.