AI Boost

Latest from AI Boost
IREN co-founder says AI’s biggest bottleneck is infrastructure, not chips
Dan Roberts outlines IREN’s strategy to build a vertically integrated AI platform spanning power, data centers, GPUs and enterprise software.

Tom Lee says trillions in tech IPO supply won't crash the S&P 500
Fundstrat’s Tom Lee argues that trillions in new IPO supply from SpaceX, Anthropic, and OpenAI could ultimately be absorbed by underallocated investors.

Polymarket aims for prediction market approval in Japan by 2030
Mike Eidlin, head of Japan at cryptocurrency exchange Jupiter, is leading Polymarket's efforts, according to reports.

Stablecoins retain the edge over tokenized money market funds, JPMorgan says
The bank said tokenized money market funds account for only about 5% of the broader stablecoin universe despite offering yield.

Bitcoin miners tied to AI rise as Nvidia posts big earnings beat and strong outlook
Nvidia's stronger-than-expected results and bullish AI outlook lifted crypto mining stocks tied to data center and high-performance computing demand, even as the chipmaker's shares fell due to growth concerns.

Elon Musk's SpaceX held 18,712 bitcoin at fair value of $1.29 billion at end of Q1, IPO filing shows
The rocket and satellite company is looking to go public at a valuation of more than $1.5 trillion.

Securitize posts record revenue in the first quarter as it gears up for public listing
The tokenization platform reported record quarterly revenue but continued to post losses as it invested in growth and public-company preparations tied to its merger with Cantor Equity Partners II.

EU opens MiCA consultation to review if crypto framework is still fit for purpose
The European Commission is seeking feedback on whether the EU’s landmark crypto regulatory framework remains suitable as digital asset markets and global policies evolve.

South Korean funeral company reveals $33 million loss on leveraged ether ETF bet
A Seoul-based funeral services firm disclosed tens of millions of dollars in unrealized losses tied to leveraged ether ETF investments.

Raoul Pal says AI and crypto are reshaping the global economy faster than most think
The Real Vision founder said that humanity is entering an “exponential age” where AI, crypto and tokenization could rewrite finance, labor and culture.
