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OpenAI browsing win signals AI commoditization – crypto compute premium fading

Cora Skindell2 months ago7 min read

OpenAI browser launch adds pressure to crypto compute premium OpenAI’s launch of its Atlas browser this week underscores how quickly AI distribution is changing, and that…

Hyperliquid’s 2026 liquidity crown bid reveals traders fleeing Solana’s high fees

Cyrus Dailey2 months ago5 min read

Hyperliquid widens lead as traders rotate from Solana Hyperliquid extended its lead in decentralized perpetual futures trading in mid-May, with weekly volume reaching $40.7 billion and…

SpaceX IPO Bitcoin treasury ignored as miner loans surge – commodity rotation underway

Blair Connolly2 months ago5 min read

SpaceX Bitcoin Treasury Hits $1.45B Ahead of IPO SpaceX’s IPO filing has brought its Bitcoin treasury into the public record at $1.45 billion, adding an unusual…

Hyperliquid eyes $60 as OI jumps 40% while spot DEX volume lags – leverage‑fueled

Ethan Glober2 months ago7 min read

Hyperliquid OI Climbs as HYPE Hits Fresh High Hyperliquid’s HYPE token extended its rally this month as open interest on the exchange climbed to record levels,…

Harvard exits $87M Ethereum fund while ETF holdings cut 43% – institutional de‑risking accelerates

Nathan Coben2 months ago6 min read

Harvard exits $87M Ethereum stake as BTC cut 43% Harvard Management Company exited its entire Ethereum ETF position in the first quarter of 2026 and cut…

SpaceX OpenAI paper valuations ignore treasury rolloff costs – illiquid mega-caps face rate reality

Caleb Fing2 months ago6 min read

OpenAI’s $500B valuation lifts private AI market bar OpenAI completed a $6.6 billion secondary share sale at a $500 billion valuation, Reuters reported, making the ChatGPT…

Futures OI climbs while wallet activity hits 3‑month low – leverage diverges from retail participation

Edulia Coinfield2 months ago6 min read

Futures OI climbs as wallet activity hits 3-month low Futures open interest has risen while wallet activity has fallen to a three-month low, a split that…

WLFI-linked AI Financial losses mount as stablecoin supply stalls – tokenized yield narrative cracks

Dani Molton2 months ago6 min read

WLFI-linked AI Financial posts $271M loss on token slump AI Financial, the Nasdaq-listed firm tied to World Liberty Financial’s WLFI token, reported a first-quarter net loss…

Bitwise calls HYPE crypto’s most mispriced asset

Owen Patter2 months ago5 min read

Bitwise Calls HYPE Crypto’s Most Mispriced Asset Bitwise said on Tuesday that Hyperliquid’s HYPE token is one of crypto’s most mispriced assets, arguing the market is…

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