Yardeni: AI Bubble Is Deflating Slowly as Bond Markets Cut Off Weak Borrowers
Economist Ed Yardeni argues the AI bubble is losing air gradually rather than bursting, with bond markets now rationing capital away from weaker AI players.…
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Economist Ed Yardeni argues the AI bubble is losing air gradually rather than bursting, with bond markets now rationing capital away from weaker AI players.…
BTC is down 4.10% in October 2026, marking back-to-back losing Octobers, yet four signals spanning price, positioning, on-chain data, and macro remain stubbornly bullish.…
Arthur Hayes is pushing quarterly futures and perpetual swaps on AI compute, priced in FLOP — a token that hasn't launched yet.…
Ripple wins a national trust bank charter from the OCC, anchoring its $2.5B RLUSD stablecoin — but XRP gets no formal role in the new structure.…
South Korea's KOSPI jumped 4.53% to 5,717.30, triggering a second program-buying halt in six days. The last time this happened, the rally collapsed within two sessions.…
RedotPay, a stablecoin payments firm, is reportedly considering a confidential US IPO filing before year-end, pushing back on earlier claims of a delayed listing.…
Anthropic's IPO filing pushed Nvidia up 2.4% and the Nasdaq 0.8%, but its $2 trillion valuation target is drawing sharp skepticism from Wall Street analysts.…
The BTC/Nasdaq ratio has flipped back above its 200-day moving average as tech sells off, historically signaling median gains of 84% for Bitcoin.…
Strategy skipped all Bitcoin purchases last week, instead deploying $205M on STRC preferred stock buybacks — slashing its cash reserves by 46% to $242.4M.…
Galaxy Research has declared bitcoin's bear market over, pinpointing the June price low as the cycle bottom — a call with significant market implications.…
Strategy paused its Bitcoin buying for the week of Oct 19–25 and deployed $204.9M into buying back its STRC preferred stock instead.…
Bitcoin is holding near $80,000 as traders brace for a Federal Reserve decision, with geopolitical tensions and Anthropic's potential IPO clouding the outlook.…