Search results for Substack
Crypto
Hayes warns AI bubble burst could hit crypto, sells altcoins and focuses on BTC and ETH
BitMEX co-founder Arthur Hayes said he has sold all major altcoin holdings and refocused his crypto portfolio on bitcoin and ether. He warned that if enthusiasm for investment in the AI industry fades in the short term, risk assets broadly could face a correction. Hayes cited oil prices, potential large IPOs by SpaceX, Anthropic and OpenAI, and possible anti-AI policies by U.S. President Donald Trump as key factors that could shake the AI boom.
Crypto
Arthur Hayes says bitcoin could reclaim $126,000 if it breaks $90,000
A forecast emerged that bitcoin could reclaim $126,000. Arthur Hayes (아서 헤이즈), chief investment officer at Maelstrom, said bitcoin bottomed at $60,000 this year and that a move back above the $126,000 level seen in October 2025 was inevitable. He said a break above $90,000 could steepen the uptrend as option sellers buy to cover. He cited AI investment expansion and the U.S.-Iran war as key drivers.
AI & Enterprise
Substack unveils video recording studio
Substack has launched a video production tool called Substack Recording Studio, TechCrunch reported on March 12. The desktop-based studio lets creators record video with up to 2 guests, add custom watermarks and share screens. It also automatically generates clips and thumbnails after recording. Substack said it now provides the functions in a single studio. The company said creators using audio or video features in the past 90 days had 50% higher revenue growth than those who did not.
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AI & Enterprise
Michael Burry warns of Nvidia bubble, likens it to Cisco during dotcom era
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Crypto
Polymarket acquires prediction-market aggregated API startup Dome
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Crypto
Prediction markets blur line between news and gambling
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AI & Enterprise
AI infrastructure optimisation puts focus on memory orchestration
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AI & Enterprise
Substack launches TV app, expands beyond newsletters into video platform