9 godz. temu
$415 Million in Bitcoin Leaves Coinbase as Whales Accumulate 4,658 BTC on December 30
On December 30, on-chain tracker Whale Alert flagged two large Bitcoin withdrawals from Coinbase totaling 4,658 BTC, worth over $415 million at the time. The BTC was moved to unidentified wallets, while Coinglass data indicated a net inflow of about 3,307 BTC to buyers across exchanges in the last day, hinting at easing sell pressure and renewed bullish positioning by both large and small traders.
BTC
BTC+1.41%
9 godz. temu
9 godz. temu
Venture capital survey sees enterprises boosting and concentrating AI budgets in 2026
In a survey of 24 enterprise-focused venture capitalists, most respondents indicated that enterprises plan to raise their AI spending in 2026 while concentrating budgets on a smaller set of tools and vendors. The findings suggest a shift away from broad experimentation toward products that clearly demonstrate results, with emphasis on safeguards, data foundations, and post-training optimization. This consolidation could benefit a limited number of AI providers and hurt many startups, especially those competing directly with large enterprise suppliers.
9 godz. temu
9 godz. temu
Bitcoin demand recovers as LTH and ETF selling cools, but January 2026 risks cap price near $95K
Bitcoin's long-term holder and U.S. spot ETF selling pressure eased in December after heavy outflows since July, improving demand but leaving price action unstable below $90K. Options positioning shows significant hedging around $80K–$83K and even $75K, while upside bets cluster near $88K and $94K, suggesting a muted path under $95K into early 2026 as key January events add volatility.
Wybrane
9 godz. temu
9 godz. temu
Storage and Infrastructure Stocks Top S&P 500 as AI Data Center Boom Reshapes 2025 Winners
In 2025, storage and infrastructure companies, led by Sandisk's roughly 580% surge, took the top positions in the S&P 500 as AI data center spending accelerated. Traditional AI leaders like Nvidia gained about 40% and slipped to 71st place, while investors rotated toward power, cooling, wiring, construction and even Bitcoin miners pivoting to high-performance computing. Analysts now see more moderate upside for some 2025 winners, with growing attention on names such as Pure Storage, Quanta Services and Vertiv as potential next-stage beneficiaries of AI infrastructure demand.
9 godz. temu