Infrastructure
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X @aixbt
aixbt· 2025-09-14 11:07
optimism collected $295m from coinbase to build base. they now control the tech stack for 40% of all l2 value through op stack infrastructure. $8.4b tvl runs on their rails but op trades at $1.8b like it's just another rollup competing for users. they own the picks and shovels. ...
X @BNB Chain
BNB Chain· 2025-09-13 17:26
RT BNB Chain Developers (@BNBChainDevs)BSC Reth marks a milestone in BNB Smart Chain infrastructure.With a 4x improvement target, the journey from alpha to production begins now.Learn more below 👇https://t.co/UTsvfo94MB https://t.co/bCKCmt5JMb ...
X @BREAD | ∑:
BREAD | ∑:· 2025-09-12 11:56
That said; Solana is the best-positioned to handle that load by itself.No toher chain has had its infrastructure tested to the same degree with mass load (see: TRUMP launch) ...
X @Bloomberg
Bloomberg· 2025-09-12 04:05
The HS2 high-speed rail has been a fiasco but turning away from building more and better infrastructure would be a historic mistake, writes Matthew Brooker (via @opinion) https://t.co/0C293gxYcU ...
X @Bloomberg
Bloomberg· 2025-09-11 23:28
Industry Focus - Hungary is constructing railways to connect car factories to Western European markets [1] - Hungary is seeking financing from China for these railway projects [1]
Brookfield's Flatt on Insurance, Private Markets and AI
Bloomberg Television· 2025-09-10 16:41
So your Investor Day today comes off the heels of, I think, a really exciting announcement for this industry of how you're positioning Brookfield that is growing your insurer and really letting that lead your investments if this is it in your words and evolution, if this is Brookfield 2.0%, what is Brookfield 2.0% look like. I think it's Brookfield 5.0%. But look, I would just say that the world is always evolving and we're always just trying to figure out how do we fit, how do we take enough risk to expand ...
X @Investopedia
Investopedia· 2025-09-10 12:00
Alternative Asset Classes Overview - Explores the comparison of alternative asset classes (private equity, real estate, hedge funds, private credit, infrastructure, and commodities) with traditional investments [1] - Focuses on how plan administrators can incorporate alternative asset classes into retirement options [1]
X @Bloomberg
Bloomberg· 2025-09-10 07:08
Blackstone has added infrastructure to its menu of offerings targeting wealthy investors in Europe as the firm pushes to tap new sources of capital https://t.co/KYif1P9bi7 ...
X @Ansem 🧸💸
Ansem 🧸💸· 2025-09-07 14:50
RT ML (@c0xswain)the next round of repricing will be driven by the market’s realisation that CC is turning from an app/product play to an infra/ecosystem play. Some alpha mentioned in streams/discord that aren't really talked about yet are:1) real time pricing oracle for cards —> optionality to monetise this data (i.e. 3P apps and users pay to use). Also, potential use cases in defi? (i.e. TCG backed loans)2) liquidity pool of cards —> the “hyperliquid builder codes” moment as frontends integrate and distri ...
Silicon Valley Insider Runs for California Governor
Bloomberg Technology· 2025-09-05 20:22
This is early in a cycle. It seems there will be a crowded field of many political heavyweights, likely others from the technology industry. What chances do you really have of being governor of California.There's a lot of other candidates that are running mostly from Southern California, most of whom are politicians. My view is if you are generally happy with the way things are going in California, you have lots of other options. If you are looking for a systematic reset and a complete change, I present a d ...