Mattia Mezzetti · 18 days ago Defense Tech Funding Hits $10.5B in Europe, Italy Lags Behind European defense-tech startups are set to raise $10.5 billion by end-2026, per Dealroom. Germany and Finland lead; Italy captures almost none of it. Digital EuroMarketsMacroeconomics
Mattia Mezzetti · 20 days ago Lagarde Warns of AI Systemic Risk Threat to Global Finance Christine Lagarde warned at the ESRB in Frankfurt that frontier AI poses systemic financial risks. Global governance cooperation is now the ECB's stated… AIEuropeMacroeconomics
Mattia Mezzetti · a month ago EU Finance Relies on Foreign AI: ESA Supervisors Sound the Alarm Europe's three financial supervisors warn that EU banks and funds run on foreign AI and cloud infrastructure, raising systemic risk if geopolitical tensions… AIMacroeconomicsEurope
Giulia Ferrante · a month ago The Global AI Infrastructure Race: Energy, Capital, and Geopolitics Five recent stories, from Google in Finland to Z.AI in Hong Kong and Xi's BRICS proposal, reveal a single map: the AI race runs on energy, capital, and… AIchinaData Centers
Francesco Campisi · a month ago Bitcoin Faces the Fed After CLARITY Act Collapse: Treasury Hits 5% Bitcoin faces the Fed rate decision today, with a 92% hike probability priced in, one day after the U.S. Senate rejected the CLARITY Act. Two major risks… MarketsBitcoinMacroeconomics
Francesco Campisi · 2 months ago Bitcoin Holds $80,000 as Rate Hike Bets Return: The Real Test Begins Bitcoin holds $80,000 even as markets price in Fed and ECB rate hikes. The real question is whether ETF-driven structural demand can survive the September 11… MarketsBitcoinMacroeconomics
Ilya Bratanov · 2 months ago Dollar Stablecoins Hit Forex Markets: What the Bank of Korea Study Found A Bank of Korea study shows how demand for USDT and USDC on global exchanges can ripple into the forex market via market maker hedging, putting local… StablecoinsMacroeconomicsMiCA
Giulia Ferrante · 2 months ago Bitcoin Options Expire at $6.4B as BTC Dips Below $78K After Jackson Hole Bitcoin options worth $6.44 billion expired Friday as BTC slipped below $78K. The Fed Chair's hawkish Jackson Hole speech mattered far more than the expiry. BitcoinMarketsMacroeconomics
Giulia Ferrante · 3 months ago Russia Bans Bitcoin Mining in Moscow Until 2032: Grid Wins Over Crypto Russia, the world's second-largest Bitcoin miner, has banned the activity in Moscow until 2032. The cause is energy, not politics: the grid can't handle the… MacroeconomicsMiningRussia
Riccardo Curatolo · 5 months ago Bitcoin at $78K: Macro Forces and Liquidations Erase Clarity Act Gains Bitcoin dropped to $78,000 as $500M in longs were liquidated overnight, even as the U.S. Senate passed the Clarity Act. Macro headwinds are overriding… BitcoinTradingNews
