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Crypto

SpaceX, Anthropic and OpenAI IPO wave raises questions over bitcoin fund flows

OpenAI has filed confidential IPO paperwork with the U.S. SEC targeting a September listing, putting bitcoin on what the article calls Wall Street’s liquidity test. Markets are watching whether funding needs for mega IPOs such as SpaceX, OpenAI and Anthropic overlap with institutional money that has flowed into spot bitcoin ETFs. Recent price moves and ETF outflows have favored AI and semiconductor stocks, though the IPO wave may also signal revived risk appetite that could benefit bitcoin.

AI & Enterprise

Governments stockpile Nvidia chips as sovereign AI emerges as new growth driver

Nvidia could use growing government investment in sovereign AI to reduce its reliance on large cloud companies, an analysis said. As demand rises for national AI infrastructure, it could ease concerns about Nvidia’s revenue being concentrated among a small number of hyperscalers. U.S. investor Jim Cramer said sovereign AI could help address customer concentration worries as governments build domestic data centres and computing capacity to secure technology sovereignty.

Crypto

Arthur Hayes says oil price rise could intensify Trump\'s anti-AI push, pressuring stocks and bitcoin

BitMEX co-founder Arthur Hayes (아서 헤이즈) said rising oil prices could spur Donald Trump to step up anti-AI rhetoric ahead of the U.S. presidential election, potentially hitting stocks, bank shares and bitcoin at the same time. He said markets are underestimating risks from Middle East tensions and energy prices. Hayes also said AI is absorbing liquidity through heavy borrowing and listed risks including higher energy costs, large IPO supply and Trump’s comments.