Arthur Hayes, co-founder of Bitmex, compares the AI infrastructure boom to a real estate credit bubble that could trigger a government bailout larger than 2008. He predicts Bitcoin may decline to around $50,000 as liquidity shifts to AI investments but expects a massive liquidity injection from the government to eventually push Bitcoin beyond $1 million. Hayes foresees AI capital spending slowing by 2027-2028, with the credit bubble bursting years later, driving significant market intervention and liquidity creation that benefits Bitcoin's long-term price surge.
Intel shares have surged over 140% in 2026, driven by strong revenue growth fueled by AI demand across CPUs, ASICs, and foundry services. Despite recent stock price stabilization and ongoing foundry losses, analysts see potential for a 25% upside, wi...
In 2026, major U.S. solar stocks moved in different directions due to federal tax-credit policy changes. SolarEdge rose 19%, recovering from lows with strong commercial sales and new AI power infrastructure bets. Enphase gained 13%, supported by tari...
US Bitcoin ETFs reported net inflows of 2,038 BTC and Ethereum ETFs added 22,023 ETH, though the exact reporting period, data source, and fund details remain unverified. These figures indicate increased interest in crypto ETFs but lack clarity on whe...
Intel raised $23 billion through an upsized equity offering to support capital expenditures for advanced chip technologies and AI infrastructure. This funding is crucial for Intel's development of new process nodes and foundry transformation, helping...
Aave's V4 protocol on Ethereum now distributes USDe rewards within the Ethena ecosystem, enhancing incentives for DeFi users to engage with the synthetic dollar system. This integration supports leveraged yield strategies called "Aavethena," where us...
