Crypto Long & Short:
In this week's Crypto Long & Short, LMAX Group's Jenna Wright argues that markets break down not from too little capital but from capital stuck in the wrong…
AI capex could hit $1.6 trillion next year, says fund manager who sees more echoes of 1998 than the dot-com bust
A T. Rowe Price fund manager thinks the hyperscalers can comfortably fund their investment spending, and moreover, derive high returns on that invested capital…
Bitcoin-backed lending is entering its institutional era: Two Prime
Public companies are increasingly borrowing against their bitcoin holdings to fund acquisitions and capital spending without selling the asset. Source：CoinDesk
A $2 trillion asset class is getting a new blockchain rail
ADI Chain and Shipfinex are partnering to tokenize commercial ships, aiming to open the $680B shipfinance market to wider capital pool. Source：CoinDesk
Nvidia teams with Wall Street firms to help finance $500 billion for AI infrastructure
Nvidia late Monday announced a partnership with seven Wall Street financial institutions designed to raise more than $500 billion of thirdparty capital to fund…
Bitcoin's BIP-110 episode is free-market capitalism in purest form
Your dayahead look for Aug. 10, 2026 Source：CoinDesk
Trillions in institutional money to flow into bitcoin, says Bitwise's Matt Hougan
The digital asset manager's CIO says large capital pools control up to $200 trillion globally, and just a 1% shift toward bitcoin could unlock massive longterm…
Two reasons why Nvidia’s stock saw its biggest weekly surge in more than a year
The chip maker recorded its largestever weekly increase in market capitalization. Source：MarketWatch
SpaceX’s stock falls as Wall Street gets spooked by the extent of AI spending
Morgan Stanley expects $64 billion in capital spending from SpaceX this year. The company is dramatically ramping up AI investments. Source：MarketWatch
It’s the worst time in years to invest in AI credit markets: ‘Almost no upside and plenty of downside’
Researchers at Andromeda Capital Management are worried about the uncertain return on investment for investors who are financing the AI capex bonanza.…
Ondo Finance hires former Blockchain.com CFO Adam Schlisman
The tokenizedassets firm appointed exBlockchain.com and Monashee executive as finance chief as it expands its onchain capital markets business. Source：CoinDesk
Microsoft’s stock is on a run not seen in 26 years — erasing its year-to-date losses
The rally in Microsoft shares “has legs” because its capital spending is showing a payoff. Source：MarketWatch