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Google expects AI budget to rise amid capacity shortages, with capex doubling to $190B

Analysis Crypto Briefing 2026-07-17 16:00

Alphabet plans to spend up to $190 billion on AI infrastructure in 2026, doubling its 2025 capex, as persistent compute shortages reshape tech and cry...

Nebius raises $775M in debt to expand AI cloud without diluting shareholders

Analysis Crypto Briefing 2026-07-17 16:00

Nebius Group secures $775 million in senior secured debt to scale its AI cloud platform and GPU capacity, backed by over $40 billion in customer The p...

IRGC claims ballistic missile and drone strike on US command center in Syria, crypto markets brace for impact

Analysis Crypto Briefing 2026-07-17 16:00

Iran's IRGC claims ballistic missile strike on US al-Tanf base in Syria. Bitcoin sees over $1B in liquidations as geopolitical risks rattle crypto mar...

SpaceX and Blue Origin race to build massive satellite networks for AI data centers

Analysis Crypto Briefing 2026-07-17 16:00

SpaceX and Blue Origin are filing for massive satellite constellations to build orbital AI data centers, with implications for computing and crypto mi...

BitGo adds custody and settlement for USDM1, the world’s first onchain sovereign bond

Analysis Crypto Briefing 2026-07-17 16:00

BitGo announces institutional custody and T+0 settlement for USDM1, the Marshall Islands' first natively issued onchain sovereign bond on Stellar, Eth...

Base announces upcoming improvements to smart accounts

Analysis Crypto Briefing 2026-07-17 16:00

Base launches Base Account with one-tap USDC payments and sponsored gas fees, with native account abstraction planned via Beryl and Cobalt upgrades in...

NATO commits €70B annually to Ukraine, US absent from funding

Analysis Crypto Briefing 2026-07-17 15:40

NATO commits 70B annually to Ukraine without U.S. funding. Russia entering Sloviansk by December 31, 2026 at 21% YES. The post NATO commits €70B annua...

Japanese retail investors bet $17B against US dollar as yen support grows

Analysis Crypto Briefing 2026-07-17 15:40

Japanese retail investors hold $17.2 billion in net short positions against the US dollar, the largest since 2008, as yen appreciation bets surge four...

Crypto Clarity Act odds drop to record low of 31% amid Trump ethics concerns

Analysis Crypto Briefing 2026-07-17 15:40

Polymarket odds for the Crypto Clarity Act passing in 2026 dropped to 30.5%, down from over 70%, as Trump ethics concerns and congressional recess sta...

LOUD signs David ‘DaviH’ Cruz as initiator for VCT Americas Stage 2

Analysis Crypto Briefing 2026-07-17 15:40

LOUD completes its VCT Americas Stage 2 roster by signing Portuguese initiator DaviH from CGN Esports via buyout as the team targets VALORANT Champion...

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