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The AI infrastructure boom is generating significant wealth across diverse industries, according to a recent report highlighted by Bloomberg. Companies like Taiwan’s King Slide Works and Japan’s TOTO, traditionally associated with non-tech sectors, have …

The AI infrastructure boom is generating significant wealth across diverse industries, according to a recent report highlighted by Bloomberg. Companies like Taiwan’s King Slide Works and Japan’s TOTO, traditionally associated with non-tech sectors, have pivoted to supply critical components for AI data centers, resulting in substantial fortunes for their founders. This trend underscores a broader surge in technology-driven wealth, with the Bloomberg Billionaires Index showing an $845 billion increase through September 2026. The expansion of value creation beyond traditional tech sectors to include suppliers of server hardware and semiconductor components reflects a shift in the landscape of AI-driven economic growth. Key Takeaways The AI infrastructure boom appears to be generating wealth beyond traditional tech sectors, impacting diverse industries. Market pricing suggests participants view this report as supportive of positive sentiment towards AI companies, potentially influencing valuations. The current dynamics in AI infrastructure supply chains could indicate increased valuation prospects for companies like Anthropic. What to Watch Anthropic’s valuation prospects remain under scrutiny as the AI infrastructure boom continues to unfold. Key developments to monitor include new funding rounds, investment activity from strategic partners like Amazon and Google, and market demand for Anthropic shares. Any announcements regarding Anthropic’s revenue growth, enterprise contracts, or strategic initiatives could provide further indications consistent with valuation increases. As the December 31 deadline approaches, market participants will likely watch for indicators that align with the projected valuation targets.

Jobs and Kotick join Ynon Kreiz as new additions to Paramount's existing board The post Skydance Adds Laurene Powell Jobs and Bobby Kotick to Board of Directors, Tony Blair to Advise appeared first on …

Jobs and Kotick join Ynon Kreiz as new additions to Paramount's existing board The post Skydance Adds Laurene Powell Jobs and Bobby Kotick to Board of Directors, Tony Blair to Advise appeared first on TheWrap. Former Activision Blizzard CEO Bobby Kotick and Emerson Collective founder Laurene Powell Jobs have been appointed to Skydance’s board as independent directors, while former UK Prime Minister Tony Bl…

Skydance Corp., formed from the megamerger of Paramount and Warner Bros. Discovery, is bringing new blood to its board of directors. On Tuesday, the company announced that Laurene Powell Jobs, founder and president of …

Skydance Corp., formed from the megamerger of Paramount and Warner Bros. Discovery, is bringing new blood to its board of directors. On Tuesday, the company announced that Laurene Powell Jobs, founder and president of Emerson Collective, and Bobby Kotick, founder and former CEO of Activision, are joining the board as independent directors. As previously announced, Ynon Kreiz, the ex-Mattel CEO who joined the company as co-CEO this week, also is joining the board. David Ellison is serving as Skydance’s chairman and CEO. In addition, former U.K. Prime Minister Tony Blair will serve as an adviser to Skydance board. Blair will be acting in a personal capacity. He currently serves as executive chairman of the Tony Blair Institute for Global Change, a not-for-profit organization. Popular on Variety “I am delighted to welcome Laurene and Bobby to our Board and honored to have Tony join us as an adviser,” Ellison said in a statement. Ellison called Powell Jobs, who was married to Apple’s Steve Jobs, “a true visionary and one of the great institution builders of our time. Her vision, judgment and unwavering commitment to high-quality journalism and media investments make her a truly exceptional addition to our board.” Emerson Collective combines “philanthropy with venture capital investing to support entrepreneurs tackling complex global challenges,” per Skydance’s announcement. Among its other investments, Emerson Collective is the majority owner of The Atlantic. Regarding Kotick, Ellison said, “Bobby led a global entertainment company through three decades of sustained growth, and he brings real perspective on building enduring franchises and connecting with fans. His record of pairing bold strategic moves with disciplined capital allocation is exactly the experience we need as we bring our businesses together.” Kotick left Activision in 2023 after more than three decades following Microsoft’s acquisition of the gaming company. And about Blair, Ellison commented, “Tony has led at the highest levels of government, respected for his intellect, strategic vision and ability to bring people together around bold, forward-looking ideas. His global perspective and insight will be invaluable as we turn ambition into results.” The board will include all current members of Paramount’s board. The 13 Skydance board director-designees are as follows:

Hougan points to Bitcoin's annualized volatility falling from 66% to 44% as evidence the asset is on track to become a store of value Bitcoin has spent most of its life as the market’s …

Hougan points to Bitcoin's annualized volatility falling from 66% to 44% as evidence the asset is on track to become a store of value Bitcoin has spent most of its life as the market’s most dramatic asset. According to Bitwise Chief Investment Officer Matt Hougan, it is slowly learning to calm down. In an opinion piece for The Wall Street Journal titled “Bitcoin Is Right on Schedule,” Hougan argues that Bitcoin’s falling volatility shows it is maturing into digital gold. His central data point: annualized volatility of 66% over the past decade, compared with 44% over the last year. The numbers behind the argument The op-ed, dated October 5, 2026, takes aim at a familiar criticism. Skeptics have long argued that an asset this jumpy can’t serve as a store of value. Hougan acknowledges that the current level of volatility remains substantial. His case is about direction, not arrival. Over the previous year, Bitcoin traded anywhere between $58,000 and $126,000, and it sat around $85,000 when the article was published. Advertisement The Nasdaq-100 benchmark The most interesting part of the argument is the comparison Hougan draws to the Nasdaq-100. The index of large tech stocks currently shows volatility in the mid-20% range. Hougan believes Bitcoin’s volatility could soon drop below Nasdaq-100 levels. That is a forecast, not a done deal, and it would require the asset to roughly halve its volatility again from the past year’s reading. The news moving money, markets, and the world—before your day starts. Daily. Free. Join 34,000+ readers across crypto, finance, and policy. Email address Subscribe free We respect your privacy. Unsubscribe anytime. Hougan also offers a long-view reminder of where Bitcoin started. The asset has climbed from under $1 to around $85,000. Why lower volatility is the point Hougan rejects the reading that reduced volatility signals fading excitement. He argues that reduced volatility reflects growing market participation, not stagnation. When an asset is held by a small group of enthusiasts, a handful of big trades can move the price sharply. As more participants arrive, each individual trade matters less, and price swings tend to smooth out. Hougan frames this as the expected path as institutional adoption broadens. In his telling, Bitcoin is moving from a heavily speculative vehicle toward a more mature investment, and the volatility data is the receipt. What this means for investors For allocators, the volatility trend matters more than any single price print. Many institutional portfolios size positions based on risk, and volatility is the main input for measuring it. An asset running at 66% volatility gets a tiny allocation, if any. An asset running at 44% can justify a somewhat larger slice under the same risk budget. And if Hougan’s forecast holds and Bitcoin dips below Nasdaq-100 levels, the math changes again. The key metric to track from here is the gap between Bitcoin’s rolling volatility and the Nasdaq-100’s mid-20% range. If that gap keeps narrowing, Hougan’s claim that Bitcoin is right on schedule will look increasingly credible.

David Ellison has secured two very high-profile additions to the board of directors for his newly-formed entertainment company Skydance. Investor and philanthropist Laurene Powell Jobs and former Activision Blizzard CEO Bobby Kotick have joined …

David Ellison has secured two very high-profile additions to the board of directors for his newly-formed entertainment company Skydance. Investor and philanthropist Laurene Powell Jobs and former Activision Blizzard CEO Bobby Kotick have joined the company’s board, Skydance disclosed in a securities filing. Former U.K. Prime Minister Tony Blair will become a board adviser. They join a company that was formed Tuesday in Paramount’s acquisition of Warner Bros. Discovery. “I am delighted to welcome Laurene and Bobby to our Board and honored to have Tony join us as an Advisor,” Ellison said in a statement. “Laurene is a true visionary and one of the great institution builders of our time. Her vision, judgment and unwavering commitment to high-quality journalism and media investments make her a truly exceptional addition to our Board. Through Emerson Collective, she pioneered an innovative model that brings together venture investing and philanthropy to tackle society’s most complex challenges, and she has an extraordinary gift for recognizing bold ideas early and turning them into lasting impact.” Ellison continued: “Bobby led a global entertainment company through three decades of sustained growth, and he brings real perspective on building enduring franchises and connecting with fans. His record of pairing bold strategic moves with disciplined capital allocation is exactly the experience we need as we bring our businesses together. Tony has led at the highest levels of government, respected for his intellect, strategic vision and ability to bring people together around bold, forward-looking ideas. His global perspective and insight will be invaluable as we turn ambition into results.” The mogul added: “Together with our other directors, they bring the experience and fresh perspectives we need to build Skydance into an extraordinary company, one that honors the legacies of Paramount and Warner Bros. Discovery while setting a bold course for the future. United by a commitment to creative excellence, innovation and long-term shareholder value, this Board will help us empower our teams, strengthen our businesses and deliver exceptional entertainment to audiences around the world.” Skydance’s board will include:

This article examines how recent events may relate to prediction market pricing. It reflects interpretive analysis of publicly available information and is provided for informational purposes only. Markets will be observing any announcements of …

This article examines how recent events may relate to prediction market pricing. It reflects interpretive analysis of publicly available information and is provided for informational purposes only. Markets will be observing any announcements of new partnerships or technological advancements from Hyperliquid, which could further influence its market valuation. Additionally, Grayscale’s product performance and any changes in custody or regulatory status could impact market sentiment. Monitoring the derivatives open interest levels and any subsequent large institutional transactions will provide further insight into investor confidence and potential price movements. Institutional capital is reportedly moving into the cryptocurrency sector, with Hyperliquid emerging as a noteworthy point of interest. Hyperliquid, a decentralized perpetual-futures protocol, has attracted attention following reports of a substantial over-the-counter sale of its native token, HYPE, to an institutional buyer. The sale involved 3.75 million HYPE, valued at approximately $337 million, bypassing public exchanges. This development coincides with Hyperliquid’s derivatives open interest nearing $14.3 billion, a sign of its market recovery post the October 2025 crash. Grayscale, which operates a regulated Hyperliquid product, has expanded its custody arrangements to include BitGo, further indicating institutional confidence in the platform. Disclaimer This article contains analysis of publicly available information and market data and is for informational purposes only. It does not constitute investment advice or a recommendation to buy, sell, or hold any asset or contract. Content may include AI-assisted interpretation and may be incomplete or subject to change. Market conditions may evolve rapidly, and the timing of information may affect how it is interpreted. Market participants may act on similar information at or around the time it becomes available. You are solely responsible for any decisions made based on this content. For additional details, please review our full Disclaimer & Risk Disclosure.

Andreessen Horowitz (a16z) has identified a significant disparity in AI spending, with the top 1% of spenders surpassing the combined expenditure of the bottom 50%. This finding is part of a16z’s latest report on …

Andreessen Horowitz (a16z) has identified a significant disparity in AI spending, with the top 1% of spenders surpassing the combined expenditure of the bottom 50%. This finding is part of a16z’s latest report on Gen AI consumer applications, which utilizes U.S. consumer-card data. The report highlights that high spenders are investing heavily in tools for building, automating, and deploying AI applications, pointing to a concentration of resources among a small group of technology leaders. These insights could potentially impact market perceptions of AI-focused companies like Anthropic, although the report itself does not provide direct evidence of new funding or partnerships. Key Takeaways A16z’s report appears to illustrate a concentration of AI spending among the top 1% of consumers, suggesting a significant gap with the bottom 50%. The spending patterns identified by a16z may indicate strong demand for AI tools related to coding, automation, productivity, and creativity. Market pricing implies that such spending trends could influence investor sentiment towards AI companies, though concrete impacts on firms like Anthropic are not directly evidenced. What to Watch Anthropic’s valuation markets, such as those on Polymarket, may react to shifting investor sentiment driven by reports like a16z’s. Observers could look for announcements from Anthropic regarding new funding rounds, strategic partnerships, or product advancements that would align with YES scenarios in valuation markets. Key actors include Anthropic’s leadership and major investors like Amazon and Google, whose actions might provide further indication consistent with significant valuation increases.

Anthropic, the company behind the Claude AI chatbot, has postponed its initial public offering (IPO) to November, with investors closely watching for a valuation that could reach $2 trillion. The decision to delay comes …

Anthropic, the company behind the Claude AI chatbot, has postponed its initial public offering (IPO) to November, with investors closely watching for a valuation that could reach $2 trillion. The decision to delay comes as the firm prepares to transition from private to public markets, a move that could test investor appetite for a leading AI firm. Despite the shift in timing, Anthropic remains one of the most anticipated IPOs, with its last funding round in May valuing the company at $965 billion. The upcoming IPO could raise up to $100 billion, potentially marking a significant increase in market valuation. Advertisement The delay in the IPO appears to have introduced some uncertainty in market predictions regarding Anthropic’s market cap at the close of its IPO day. Current prediction markets suggest a variety of outcomes, with the likelihood of the market cap being below $1.25 trillion remaining low. However, there is notable interest in higher valuation brackets, reflecting expectations of a strong debut. The adjustment in IPO timing may indicate strategic considerations by Anthropic to optimize market conditions and investor reception. Key Takeaways The delay of Anthropic’s IPO to November suggests potential challenges in meeting investor expectations, potentially affecting market cap predictions. Market pricing indicates low probability for Anthropic’s market cap to be less than $1.25 trillion at IPO close, with interest in higher valuation brackets. The upcoming IPO is anticipated to test public market demand for AI firms, with a significant potential increase from private-market valuations. What to Watch Market participants will be closely monitoring any updates on Anthropic’s IPO pricing and timing, particularly any adjustments in the proposed $2 trillion valuation. Key indicators will include SEC filings, underwriter guidance, and investor demand indications in the lead-up to November. Movements in related AI sector valuations and broader tech market conditions could also influence Anthropic’s ultimate market cap on IPO day. Any further delays or substantial changes in valuation expectations could impact current market predictions.

A thick sell wall, long-term holder profit-taking and mixed ETF demand keep Bitcoin pinned near a level analysts call critical Bitcoin keeps walking up to $85,000, knocking politely, and getting sent back to the …

A thick sell wall, long-term holder profit-taking and mixed ETF demand keep Bitcoin pinned near a level analysts call critical Bitcoin keeps walking up to $85,000, knocking politely, and getting sent back to the lobby. That level has become the market’s main point of friction. Analysts are framing it as the line that could separate another stretch of sideways trading from a genuine shift in market structure. A Forbes report quoted one analyst describing $85,000 as potentially crucial to a “structural change” in the Bitcoin market. A sell wall that kept getting bigger A sell wall is a large cluster of limit orders to sell at a specific price. Buyers have to absorb all of that supply before the price can climb any higher. Advertisement Analysts at Glassnode flagged one of these walls building on Binance. It sat between $85,000 and $85,500, and it tripled in size after September 24, 2026. Around October 2, part of that wall cleared. Bitcoin briefly pushed to roughly $87,000, its highest price since late September. The news moving money, markets, and the world—before your day starts. Daily. Free. Join 34,000+ readers across crypto, finance, and policy. Email address Subscribe free We respect your privacy. Unsubscribe anytime. As of October 6, Bitcoin was trading in the $85,000 to $86,000 range. Across September and October 2026, Bitcoin has traded between $83,000 and $87,000. Long-term holders are cashing in Analysts at QCP Capital and CryptoQuant have identified the $84,000 to $85,000 zone as the heaviest concentration of supply from long-term holders. Profit-taking from this group has increased through late September and early October 2026, adding steady pressure on price. Demand from spot Bitcoin ETFs has not fully offset that selling. Inflows have been described as mixed and modest, which leaves the market without a consistent large buyer to soak up long-term holder supply. Why $85,000 carries so much weight $85,000 hosts a large visible sell wall on a major exchange, overlaps with the heaviest long-term holder supply zone, and has served as a repeated test point throughout Bitcoin’s 2026 price action following prior cycle highs. Analysts have stressed that a brief poke above $85,000 is not enough. The level reportedly needs a sustained break before a rally can be considered to have real follow-through. What this means for traders and investors Analysts have identified another resistance and liquidity cluster around $87,000. That cluster reportedly carries about half the volume of the $85,000 wall. A few signals are worth tracking from here. The first is whether the Binance sell wall rebuilds after its partial clearance on October 2. The second is long-term holder behavior — if profit-taking from this group slows, the supply overhang thins. The third is ETF flows, where mixed inflows have so far failed to give bulls a decisive edge.

Backpack Securities issues $RACE tokens backed 1:1 by real Ferrari NV shares, tradable around the clock on Solana wallets and DEXs Buying a Ferrari usually takes a waiting list, a serious bank balance and …

Backpack Securities issues $RACE tokens backed 1:1 by real Ferrari NV shares, tradable around the clock on Solana wallets and DEXs Buying a Ferrari usually takes a waiting list, a serious bank balance and a fair amount of patience. Owning a sliver of the company behind the cars now takes a Solana wallet. Tokenized shares of Ferrari NV, trading as $RACE, are now available on Solana through the Sunrise asset gateway, with Backpack as the issuer. The launch took effect October 6, 2026. It adds one of the most recognizable luxury brands to a growing shelf of onchain equities. How the $RACE token works Each $RACE token is backed 1:1 by an actual Ferrari share held in regulated custody. Backpack Securities serves as the issuer, and holders can redeem their tokens back into traditional stock entitlements through Backpack Securities. The token’s contract address is RACEyWiM2ztEZcJx2AHXU2eWjhxU57x3vXn92b39dLD. Checking that string before buying is the simplest way to confirm you are holding the genuine article. Advertisement Sunrise handles distribution. The gateway is designed to plug tokenized stocks into wallets and decentralized exchanges, or DEXs, which are trading venues where users swap tokens directly without a traditional broker in the middle. Supported venues include Phantom, Jupiter and Raydium. Trading runs 24/7. The tokens are built to be eligible for dividends and corporate actions. The news moving money, markets, and the world—before your day starts. Daily. Free. Join 34,000+ readers across crypto, finance, and policy. Email address Subscribe free We respect your privacy. Unsubscribe anytime. From SpaceX to supercars Ferrari is not the first big name to arrive on this rail. The $RACE launch is tied to an ongoing partnership that started with tokenized SpaceX shares in June 2026. Backpack Securities aims to expand the number of tokenized stock symbols on Solana from the current 200 toward a goal of 10,000. What this means for investors and Solana Several things are worth watching from here. First, whether $RACE builds meaningful trading activity on Solana DEXs, since a token with thin volume offers little of the promised liquidity. Second, how smoothly redemption through Backpack Securities works in practice. The 1:1 backing is the foundation of the product, and confidence depends on the ability to convert tokens back into stock entitlements when holders want to. Third, how dividends and corporate actions get passed through to token holders. Fourth, round-the-clock trading creates a practical puzzle: when the underlying market is closed, the token keeps trading, so how closely its price stays aligned with the real share during those hours will be a revealing test of the model.