VC Deals
Total 709 Intelligence Reports
Aug 4, 2026
Nvidia Funds Its Own Silicon Demand: The Vendor Financing Undertow
Nvidia looks bulletproof ahead of August earnings, but Michael Burry warns of a hidden $250B circular debt tra…
Aug 4, 2026
AI Chip Demand Forces Xbox Price Hike: AI Crowds Out Consumer Tech
Microsoft raises Xbox Series X prices by $150, matching Sony's PS5 hike, as surging AI chip demand triggers gl…
Mar 3, 2026
Zcash must secure its future funding: The Structural Shift For Capital
Shielded Labs warns Zcash must adopt the Network Sustainability Mechanism to secure long-term capital and fina…
Mar 3, 2026
Strategy buys Bitcoin via share sales: Funding A Yield Mirage
Strategy completes its 101st Bitcoin purchase of 3,015 BTC funded by equity sales, lowering its cost basis des…
Jun 2, 2026
Flare Founder Turns XRP into Yields: XRPFi Ends The Era Of Idle Capital
Flare Founder Hugo Philion reveals how FXRP transforms XRP from a payment asset into a high-utility DeFi colla…
Jun 2, 2026
Solana Attacks Onchain Trading Sector: The End Of Hybrid Liquidity
Solana Foundation targets Hyperliquid by funding fully on-chain perpetuals, aiming to redirect all trading rev…
Jun 2, 2026
MicroStrategy Refines Capital Engine: The Perpetual Capital Pivot
Saylor retires $1.5B in debt and shifts toward preferred stock, signaling a more sophisticated phase of Bitcoi…
Jun 2, 2026
Ethereum Governance Faces A Reckoning: Why Vitalik Leads ETH Into Oblivion
Cyber Capital CIO Justin Bons declares Ethereum has failed, citing Vitalik Buterin's 'dictator' status and a f…
Sep 1, 2026
Stablecoins Reshape Trade Finance: Bridging legacy banking and machine speed
Explore how autonomous corporate software operating at machine speed clashes with legacy multi-day banking rai…
Sep 1, 2026
Japan Debt Surge Breaks Yield Curve: Liquidity Undertow
Japan's unprecedented bond market shock and surging yields threaten to unwind decades of cheap yen carry trade…
Sep 1, 2026
Dell Stock Surges Past AI Backlog: The 95 Billion Backlog Mirage
Dell Technologies shares surged over 10 percent after hours following a blowout AI quarter and raised guidance…
Sep 1, 2026
Institutions control digital supply: The Great Capital Handover
As Bitcoin surged past $80,000, a massive $500 billion liquidation squeeze flushed out over-leveraged short se…
Sep 1, 2026
XRP funds absorb heavy paper losses: The Sticky Capital Illusion
Despite holding XRP assets at a massive 44% discount below accounting costs, major crypto funds saw $320M in n…
Sep 1, 2026
Shyft Yield Vaults Launch On Ethereum: Bridging Regulated Credit Risk
Shyft Finance brings regulated yield vaults to Ethereum in partnership with GAP3 Partners, merging institution…
Sep 1, 2026
Cronos validators reset blockchain: The Decentralization Facade
The Cronos network's decision to roll back its blockchain to erase a $75 million exploit on Tectonic exposes a…