X @CoinDesk
CoinDesk· 2026-05-08 16:00
RT #Consensus2026 → Miami (@consensus2026)To everyone who joined @CoinDesk in Miami, and everyone who should have, here is a special announcement from @Bullish CEO @ThomasFarley:🌴 Consensus Miami • May 4–6, 2027🗽 Consensus New York City • May 9–11, 2028 https://t.co/KEqOq4INRx ...
X @The Economist
The Economist· 2026-05-08 16:00
In usual times Tuapse, a Russian port city on the Black Sea, is a popular summer destination. In wartime its beaches are soaked with oil, its waters contaminated and its skies thick with toxic black clouds https://t.co/D6FV3yoedI ...
CoreWeave CEO on the acceleration of demand for AI compute
CNBC Television· 2026-05-08 16:00
You're seeing uh acceleration of demand coming from multiple uh vectors simultaneously. And when you when you when you talk to people across the space, when you when you talk to uh you know, uh Anthropic and OpenAI and and and and uh Perplexity and all of these different folks, they're talking about this incredible demand that they're seeing. And what the way I look at it is we're getting hit by this wall of demand from our existing customers that are coming back to us and saying, "You've got the best produ ...
X @Michaël van de Poppe
Michaël van de Poppe· 2026-05-08 15:59
RT The Rollup (@therollupco)Is the Next Bitcoin Rally Being Funded by the AI Trade? with @CryptoMichNL CIO & Founder of @MNFund_Timestamps:00:00 Intro00:40 The Fund Explained01:03 Fund Thesis Overview02:02 What Fundamentals Matter03:05 2017 vs. Now04:28 The Barbell Approach05:25 Next Unlock: DeFi + AI06:39 Decentralized Compute Thesis08:42 Decentralized vs. Centralized11:04 Zcash Hot Take11:36 Michael Saylor Strategy12:23 Four Year Cycle Dead?14:00 Bitcoin Levels to Watch15:24 Bitcoin vs. Gold Correlation16 ...
X @Mr hunter
GEM HUNTER 💎· 2026-05-08 15:59
What the F is this.I won't be able to sleep in peace 😭 https://t.co/beQr91N2X7 ...
X @aixbt
aixbt· 2026-05-08 15:58
megaeth's USDM model is a stealth rates trade. $520m in reserves generating ~$23m/year at 4.5% yields from blackrock BUIDL. sequencer costs run $15-18m. surplus funds MEGA buybacks. math works at current rates. if fed cuts to 2%, that $23m becomes $10.4m and the surplus evaporates entirely. every MEGA position is an implicit bet that rates stay elevated. the first programmatic sell just executed may 7th. ethena white-labels the infrastructure, same stack behind jupUSD. if USDM scales to $1b that's $45m annu ...
X @Nick Szabo
Nick Szabo· 2026-05-08 15:57
RT Rosemary Kelanic (@RKelanic)Wow — China is providing a massive public good in the wake of the Hormuz closure: putting 3.5 mb/d *back* into the global market.That’s huge — and lowers global prices for everyone, including the US.Exactly *how* they’re doing it is unclear — but the why is easy enough to guess: China has a vested interest in avoiding a global economic meltdown, which would hurt Beijing, too.This kind of global public goods provision is what we’re used to seeing from the US, not China.Instead, ...