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Capital is no longer the binding constraint on AI infrastructure. Chip supply is.
Key takeaways
Elon Musk disclosed on SpaceX's Q3 2026 earnings call that the company could not find available Nvidia GB300, GB200, or H100 GPUs, Google TPUs, or Amazon Trainium chips when attempting to offload inference workloads to third-party providers.Musk expects th...A potential combination would make Musk's corporate empire one of the largest public Bitcoin holders on earth, without buying a single additional coin.
Key takeaways
Tesla holds 11,509 BTC per itsTuesday, October 20, 2026
Sup, freaks.
Amazon's own executives say AI took it free cash flow negative. Bitcoin miners have seen this movie before.
WHAT TO EXPECT IN THIS NEWSLETTERI walk through why Amazon's AI spending has it...Switzerland's regulator just handed retail investors direct Bitcoin fund exposure, and the diversification carve-out it used is a template every European fund lawyer will copy.
Key takeaways
FINMA approved Switzerland's first retail-accessible spot Bitcoin ETF on October 20, 2026, classifying it as an "other fund for alternative investments" and gran...A six-month DPRK infiltration netted $295M. Law enforcement clawed back a fraction. Now the laundering accelerates.
Key takeaways
A wallet linked to the April 1 Drift Protocol hack deposited 25,700 ETH (~$61M) into Tornado Cash over two hours on October 20, after roughly two months of dormancy, per blockchain analytics account Lookonchain.Exploiter-c...