Brian Chesky, co-founder and CEO of Airbnb, has weighed in on the emerging world of real-world asset (RWA) tokenization, arguing that the …
winners
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Mining
Bitcoin Miners Face $50B Funding Gap as AI Pivot Separates Winners From Losers
by shayaanby shayaanA new framework from asset manager VanEck is drawing clear lines between Bitcoin miners that are genuinely transforming into artificial intelligence infrastructure …
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Analysis
HALO Stocks Primed To Emerge As ‘Structural Winners’ and Key Long-Term Investments: Goldman Sachs Equity Strategist
by shayaanby shayaanInvestors should consider “HALO” stocks for longer-term investments, according to a Goldman Sachs equity strategist. HALO stands for “Heavy Assets, Low Obsolescence” …
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AI’s surging demand for power-hungry data centers is turning listed Bitcoin miners into strategic infrastructure plays, with Bernstein flagging nearly $90 billion …
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Markets
Traders are the big winners as 24/7 stocks will finally end the after-hours price 'manipulation'
by shayaanby shayaanRound-the-clock markets promise freedom for investors and pressure for intermediaries who traditionally wielded immense power during off-hours www.coindesk.com
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CryptoDep’s tweet did what a good chart should: it made you stop scrolling. The graphic, pulled from DeFiLlama data, isn’t just a …
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Mining
Here are the winners and losers (so far) in bitcoin mining from Nvidia’s $2B CoreWeave investment
by shayaanby shayaanAs if continuing declines in the bitcoin price weren’t enough, shares of bitcoin miners who have shifted their business plan to focus …
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This is a segment from the Forward Guidance newsletter. To read full editions, subscribe. As we close out a historic year for …