Mindfully Curated
In this episode of The Brainstorm, Brett, Nick and Sam offer a comprehensive analysis of mega-cap tech companies, focusing on CapEx trends, AI integration, user engagement, and market demand. They discuss Meta’s AI strategies, cloud spending, and the evolving landscape of digital entertainment and enterprise productivity.
Last week, Robinhood reported first-quarter results with softer-than-expected transaction revenues, the result of weak trading activity. In our view, the more important story was and is Gold, Robinhood’s $5 per month subscription tier and—increasingly—the gateway to its ecosystem.
This past week, just over 100 Ethereum core contributors gathered above the Arctic Circle — in Longyearbyen, Svalbard — for the Soldøgn Interop: a week of intense work on the Glamsterdam network upgrade. Soldøgn followed last year’s Berlinterop, but r…
TL;DR: 📝 Applications for EPF7 are open until May 13 🔎 Review the program details for EPF7 🎙️ An introductory town hall will be held on May 6 at 1500 UTC We are excited to announce that applications are now open for the seventh cohort of the [Ethereu…
Surging demand from AI data centers and the gradual electrification of transportation are adding pressure to the US grid, but the solution might already exist. ARK’s research suggests that stationary energy storage, paired with existing underutilized generation, could unlock latent supply, manage intermittent renewable energy sources, and accelerate electricity cost declines.
In this episode of The Brainstorm, Brett, Nick and Sam explore how AI is reshaping technology, from coding to consumer devices, and how SpaceX’s acquisition of Cursor at a $60 billion valuation could redefine the future of technology. They delve into the strategic layers of AI, revealing insights into SpaceX’s long-term advantage and the potential revolution in space launches and satellite deployment.
Q1 2026 continued our focus on strengthening Ethereum’s foundations, with sustained investment in core domains like cryptography, zero-knowledge proofs, security, and protocol research. See the list below of the projects and ecosystem efforts we suppor…
On April 18, President Trump signed an Executive Order directing the U.S. Food and Drug Administration (FDA) to issue Commissioner’s National Priority Vouchers (CNPVs) to psychedelic drugs with Breakthrough Therapy designation, a mechanism that can compress FDA review timelines from ten months to one or two months. More importantly, the order is a clear signal that the White House, the Department of Health and Human Services, and the FDA are aligned in accelerating psychedelic drug approvals.
The DeFi Quarterly Q1 2026 report includes sections on stablecoins, RWAs, tokenization, network and application economics, decentralized exchanges, lending protocols, HIP-3 markets, and market pulse.
In this episode of FYI, Brett Winton and Charles Roberts sit down with Michael Stewart of M12, Microsoft’s venture fund, to examine how AI is reshaping software, infrastructure, and investment strategy. Michael explains how M12 identifies emerging sign…
In a world where trust in information is breaking down, prediction markets offer a model for truth discovery backed by capital, not opinion. Beyond their early traction in sports, we believe prediction markets’ real potential will come from their insta…
In this episode of The Brainstorm, Brett, Nick and Sam explore the emerging landscape of digital identity verification, focusing on World ID and its implications for online security, business models, and advertising. They discuss the technical challeng…
Some of the world’s largest technology companies are making substantial moves into the life sciences space through acquisitions, platform launches, partnerships, and board appointments that are signaling the deepening convergence between AI and biology. In our view, relative to any other domain, AI could have the most profound impact on biology, medicine, and health care.
The Bitcoin Quarterly Q1 2026 report includes market summary, on-chain activity and technicals, ETFs, Digital Asset Treasuries (DATs), derivatives, liquidity, and macroeconomics.
The fallout from war between the United States, Israel and Iran has dominated global oil markets. And not just because the Strait of Hormuz, which normally carries about 20% of global oil and gas, remains effectively closed to shipping traffic. Deep u…
In late 2024, the Ethereum Foundation, together with Secureum, The Red Guild, and Security Alliance (SEAL), launched the ETH Rangers Program, an initiative to provide stipends for individuals doing public goods security work in the Ethereum ecosystem. …
In this episode of The Brainstorm, Brett, Nick and Sam explore the latest developments in AI models like Mythos, the strategic moves of companies like Anthropic, OpenAI, and Meta, and the future of social networks in an AI-driven world. They discuss th…
Biopharma mergers and acquisitions (M&A) are heating up. In March alone, biopharma companies announced ten acquisitions worth ~$31.5 billion, including two deals exceeding $5 billion each in upfront payments.
Ethereum’s All Core Developer calls can be a lot to keep up with, so this “Checkpoint” series aims for periodic high-level updates, depending on what’s happening in core development. See the previous update here. !image…
On the April episode of ITK, ARK CEO/CIO Cathie Wood dives into the unexpected divergence between the Producer Price Index (PPI) and Consumer Price Index (CPI), revealing that while consumer inflation seems to be slowing, producer prices are rising, ex…