1 month agoCrypto Today
JPMorgan pegs hyperscaler AI capex near $730B in 2026 as LSEG IBES sees S&P 500 earnings up 26%. Can profits land before multiples compress?
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1 month agoCrypto Today
Vitalik’s iO post labels runtimes “literally galactic.” Aztec’s June exploits and EF cuts signal ZK privacy won’t lead Ethereum’s next narrative yet.
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1 month agoCrypto Today
UK 1% capital floor for stablecoin issuers undercuts EU MiCA’s 2% as the BoE requires 30% reserves at the central bank and up to 70% in short gilts.
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1 month agoCrypto Today
Record Q4 revenue of $641.6M and EPS $1.84 at AeroVironment, plus 2027 guidance, pushed shares higher premarket. Drone stocks emerged as the non-AI momentum trade.
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1 month agoCrypto Today
It might be taking a while, but the long-expected crash for Bitcoin may not be that far away now. Lower highs since mid-June have left the number 1 cryptocurrency wavering on the brink at $59K. Is the...
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1 month agoCrypto Today
NVIDIA’s AI chip cycle pulls risk capital from ETH as users stall on fragmented L2s. Fees fell post-Dencun, but the app story still fights for oxygen.
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1 month agoCrypto Today
HDD shortages through 2028 put Western Digital and Seagate at the center of AI buildouts. Nearline pricing targets $25–30/TB as demand outpaces supply.
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