BlackRock head of equity ETFs Jay Jacobs has gone on Fox Business to argue Bitcoin should be treated as a structural portfolio diversifier in small doses, comparing its drivers to gold and pointing to rising correlations between stocks and bonds as the real reason traditional 60/40 portfolios are no longer enough.
Altcoin Daily flagged $138 billion of US Treasury debt buybacks already executed in 2026, including roughly $50 billion in April alone, alongside Senator Cynthia Lummis confirming bipartisan and presidential backing for the Clarity Act and incoming Fed Chair Kevin Warsh signalling AI-driven disinflation could end the Fed's current rate-hold posture.
Coin Bureau's Lewis warns 2026 is already the worst year for crypto security on record, with $516M lost across DeFi, Anthropic's Mythos model under Project Glass Wing finding zero-days for $1.22 a contract, and Treasury Secretary Bessant convening an emergency meeting with major US bank CEOs over systemic AI cyber risk.
Toma Bravo is handing customer-experience SaaS firm Medallia back to its creditors after a $6.4B 2021 buyout collapsed, wiping out $5.1B of equity. All-In Podcast's David Sachs called it the leading edge of a SaaS debt bomb, with Salesforce, ServiceNow, Snowflake, Adobe and Figma all down 30-67% over six months as AI tokens eat the seat-license model.
All-In Podcast hosts confirmed a SpaceX-Cursor AI coding deal in which SpaceX will either acquire Cursor for $60 billion by year-end 2026 or pay a $10 billion breakup fee, with SpaceX reportedly targeting a $2 trillion IPO valuation against $22-24 billion in 2026 revenue.
A new Coin Bureau breakdown argues Kalshi's $22B valuation and Polymarket's $100B annual run rate depend on a single CFTC commissioner and a fragile district court ruling — and that Senate bills plus state AGs are already positioned to dismantle the industry.
Treasurer Jim Chalmers is leaning toward scrapping or sharply reducing the 50% capital gains tax discount in next month's federal budget, with policy experts arguing the Howard-Costello-era concession costs taxpayers up to A$23.7 billion a year and tilts the housing market in favour of investors over owners.
Coin Bureau host Louis lays out a six-point on-chain checklist for spotting insider distribution, citing Virtuals Protocol's 16,000% run, ZachXBT's 200-influencer leak and $12 billion in March 2026 token unlocks as exhibits for why retail keeps ending up as exit liquidity.
Bitcoin and the US Dollar Index are now trading in near-perfect opposition, with their negative correlation reaching a level not seen in almost four years — a structural shift that is reviving the digital-gold thesis and reframing BTC as a currency-debasement hedge rather than a risk asset.
Morningstar senior equity analyst Mark Taylor has labelled Santos one of the cheapest energy stocks on the ASX, putting an $11.10 fair value on the LNG producer at a 30 per cent discount to its trading price as Barossa and Pikka prepare to ramp.
Tesla's Q1 2026 filing shows a $173 million digital asset impairment as Bitcoin's spring drawdown hit the company's balance sheet — but the electric car maker did not sell a single coin, leaving its BTC position intact as a long-term reserve.
Morningstar analysts say the ASX's largest companies are trading at a 23 per cent premium to fair value, but argue significant value opportunities exist outside the largest names, flagging Scentre Group, SiteMinder and Amcor as standout undervalued picks.