LIVE · MARKETS

BTC98,412+1.84%·ETH3,612+2.11%·SOL214.30-0.62%·GOLD2,684+0.41%·SILVER31.22-0.18%·WTI OIL78.14+0.92%·NASDAQ21,874+0.73%·DOW44,910+0.21%·S&P 5006,041+0.55%·DXY104.82-0.12%·RWA INDEX1,284+3.10%·PROPTECH 50812.40+1.05%·BTC98,412+1.84%·ETH3,612+2.11%·SOL214.30-0.62%·GOLD2,684+0.41%·SILVER31.22-0.18%·WTI OIL78.14+0.92%·NASDAQ21,874+0.73%·DOW44,910+0.21%·S&P 5006,041+0.55%·DXY104.82-0.12%·RWA INDEX1,284+3.10%·PROPTECH 50812.40+1.05%·

BREAKING

· Federal Reserve signals extended hold; dot plot points to one cut in 2026 · ECB greenlights wholesale CBDC pilot across 11 member states · BlackRock RWA fund crosses $4.2B AUM as tokenized treasuries surge · Saudi PIF approves $1.6B PropTech & smart-city allocation · SEC drafts framework for tokenized real estate offerings · Federal Reserve signals extended hold; dot plot points to one cut in 2026 · ECB greenlights wholesale CBDC pilot across 11 member states · BlackRock RWA fund crosses $4.2B AUM as tokenized treasuries surge · Saudi PIF approves $1.6B PropTech & smart-city allocation · SEC drafts framework for tokenized real estate offerings

ECONIX · ARTIFICIAL INTELLIGENCE

Compute is the new sovereign asset.

Models, hyperscalers, sovereign clusters and the trillion-dollar reallocation of global capex.

DISPATCHES

The AI capital stack

CAPEX

OpenAI, Anthropic and the new $90B compute supply chain

SOVEREIGN AI

How Saudi Arabia is engineering the world's largest sovereign AI cluster

FINANCE

Quant funds quietly rebuild around foundation-model alpha

ROBOTICS

Humanoids enter the real economy: the labor productivity question

ENERGY

Why nuclear PPAs are the new hyperscaler currency

INVESTMENT