AI data center operators are staring down a bandwidth wall, and the fastest way over it runs through glass, not copper.
The surge in Solana deposits on Aave v4 signals a strategic shift in DeFi dynamics, potentially enhancing Solana's competitive edge in crypto. Solana deposits on AAVE v4 double in past month, boosting DeFi interest.
Increased regulatory scrutiny on USDT transactions in Thailand may reduce trading volumes, impacting market liquidity and foreign participation. Bank of Thailand and SEC launch joint probe into high-value USDT transactions.
Bitcoin could be hit by its “ultimate catalyst” that triggers institutional “fear of missing out” (FOMO) as soon as this month
Data centers will consume up to 12% of U.S. electrical demand by 2028, and every EV on the road, every AI training rack and every solar inverter feeding the grid pushes current through a power semiconductor.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) and SanDisk (NASDAQ:SNDK) delivered blockbuster quarters that pulled the AI infrastructure trade in opposite directions.
Solaris Energy Infrastructure remains a Buy, with a new price target of $97, driven by Power Solutions' transformation and robust contracted growth. Inclusion in the S&P SmallCap 600 will create a significant technical demand shock, enhance liquidity, and attract new institutional investors. SEI's 2.2GW of long-term contracted capacity with major tech customers underpins EBITDA growth from $244M (2025) to $646M (2027), compressing valuation multiples.
Investor Michael Burry made hundreds of millions of dollars as the Great Financial Crisis unfolded by shorting subprime mortgages. This would lead to his eventual portrayal in the film “The Big Short," positioning him as a famed investor.
Argan, Inc.reported robust Q1 FY27 results, with 50% topline growth and record $290.9M revenue, driven by multiple project completions. $2.8B backlog and continued demand momentum from surging North American energy demand should drive topline growth in the quarter ahead. Strong project execution and a richer project mix is likely to support margins beyond FY27.
Analog semis just flashed the clearest cycle-turn signal in three years, and the price action is confirming it: ON Semiconductor (NASDAQ:ON | ON Price Prediction) is up 69.24% year to date through July 10, and it isn't even the best performer on this list.
Global X Russell 2000 Covered Call ETF remains a hold due to structural NAV erosion and capped upside from its ATM option strategy. RYLD offers a high monthly yield of 11.9% and delivered a 20.5% total return over twelve months but underperforms peers in bull markets. The fund's reliance on return of capital for distributions and declining NAV make it unsuitable as a long-term buy-and-hold position.
Ethereum runs on 7.87 gigawatt-hours a year. That's it.
The renewed institutional interest in Bitcoin could signal a potential shift in market dynamics, influencing future investment strategies. IBIT Bitcoin ETF sees $292M inflow, reversing 8-week outflow streak.
Everyone is turning bearish on XRP, but history suggests a reversal could be near.
Network cuts block times, plans new L1 architecture and quantum resistant research for 2027
This ETF's low expense ratio of 0.03% allows investors to keep more of their returns over time. In the past decade, the Vanguard Growth ETF produced a stellar total return of 411%.
The group's Dir. of Global Macro Jurien Timmer calls it an accumulation zone but notes the lack of a catalyst to bounce yet.
American Bitcoin is becoming a public-market test of whether BTC-per-share growth can still command a premium when weak liquidity forces the stock structure into view.
Capital One bought Discover, opening up a material business expansion for the bank. Bringing the two companies together is going to require a huge effort, and it really needs to go smoothly.
Empery Digital has liquidated a substantial portion of its cryptocurrency reserves to refocus on artificial intelligence infrastructure development. The publicly traded firm disposed of 1,400 Bitcoin units at an average valuation of $62,200 each, generating approximately $87.1 million during a period spanning from May 7 through early July.
While institutional investors' confidence wavered amid significant volatility, Bitcoin and Ether ETFs have just recorded their first positive weekly trend reversal since May. This crucial rebound breaks a prolonged capitulation phase.
Ripple nearly shut down after SEC lawsuit, CEO Brad Garlinghouse reveals.
When Mark Lanier and his young client Kaley faced the tech giants in an LA courtroom earlier this year, it seemed a bigger battle than David v Goliath. But they scored a landmark victory, proving that the social media giants had created ‘addiction machines' that harmed mental health.
The Bitcoin mining AI infrastructure index has reportedly fallen 16% over the past month, a decline that coincides with SEC filing activity from TeraWulf and growing attention to insider-liquidity dynamics across the sector.
BlackRock's BUIDL surpassed $900M on Avalanche as total AUM reached $2.87B, highlighting institutional demand for tokenized Treasuries.
IJJ has delivered a higher five-year total return with less volatility than SLYV. SLYV carries a lower expense ratio and offers a higher dividend yield than IJJ.
Ethereum is staging a notable comeback that's now drawing interest from institutional players and chart analysts alike. ETH has pushed into the $1,811–$1,822 range, marking approximately a 20% gain from its 2026 floor of $1,517.
For a brief stretch this year, the market seemed willing to believe that every megawatt with a fence around it could become an AI factory. This article first appeared in Miner Weekly, a weekly newsletter by BlocksBridge Consulting, curating the latest news in energy, bitcoin, and AI compute from The Energy Mag.
Ripple's Chief Executive Officer Brad Garlinghouse disclosed during a recent appearance that he and company co-founder Chris Larsen nearly made the decision to dissolve the entire organization following the December 2020 lawsuit filed by the U.S. Securities and Exchange Commission.