Shenron1226

🇯🇵 LATEST: Japan's $3T MUFG announces use of AI for loan reviews and a joint stablecoin proof-of-concept with three megabanks.

24 year old turned $225M into $5.5B in <12 months. dug into his recent investments and… holy fuck
- MASSIVE $885M position in Bloom Energy (specialises in portable energy turbines for… you guessed it - ai data centers) - this 1 position is 20% of the entire fund lol
- massive SHORT position on Infosys. he’s betting claude code, codex are going to replace outsourced IT work (he’s right)
- added $300M to his corweave position totalling $700M (someones gotta run those gpus)
- aggressively pivoted investments into electrical and energy infra (aka AI’s biggest constraint right now)
- dumped $100Ms

NEW: Barclays finds that companies actively hiring AI experts are seeing their stocks and bonds outperform in 2026, while those lagging behind in AI hiring posted an average -19% equity return.

This is really INTERESTING.
🇰🇷 South Korean liquidity may be rotating from Stocks back into crypto.
KOSPI rose 80% in just 4 months while Bitcoin fell 52% over the same period.
That rally in Korean equities eventually pushed the market into euphoria, with leverage and ETF volumes accelerating sharply.
Now the trend is reversing. Foreign investors are exiting South Korean equities at a record pace.
$13.7B of KOSPI stocks were sold in February, the largest monthly outflow ever recorded.
KOSPI is now down 18% in the last 2 days.
The KOSPI Volatility Index is at its highest level since the 2008

🔥 BIG: Western Union partners with Crossmint to launch USDPT, its new stablecoin on Solana.

Venture firm Andreessen Horowitz’s crypto arm a16z crypto is reportedly targeting around $2B for its fifth crypto fund.

Investor demand for crypto funds is recovering:
Crypto funds posted +$1.0 billion in inflows last week, the largest since the 3rd week of January.
This broke a 5-week outflow streak that totaled -$4.0 billion.
Bitcoin led the recovery with +$881 million in inflows, while Ethereum saw +$117 million, the largest weekly inflow since mid-January.
Meanwhile, Solana continues to lead altcoins with +$156 million in cumulative inflows so far in 2026.
Crypto sentiment is improving.

BREAKING: Gold prices have now risen for 7 consecutive months, the longest streak on record.
Over this period, gold prices have risen +61%, or nearly +9% per month on average.
By comparison, the previous best was 6 consecutive months, seen in the early 2000s and the 1970s.
Meanwhile, the largest physical gold-backed ETF, $GLD, attracted +$3.8 billion in inflows last week, the 3rd-largest on record.
This falls only below the previous two record weeks of ~$4.0 billion, both posted in 2025.
We are truly in unprecedented times.

🇺🇸 HUGE: Amazon, Google, Meta, Microsoft, OpenAI, Oracle, and xAI have signed the Ratepayer Protection Pledge.
The companies commit to covering all data center power infrastructure costs, ensuring American households won't foot the bill.

🔥 BIG: OpenAI in talks to deploy its AI on NATO’s unclassified networks, days after its Pentagon deal, per WSJ.

🚨 🇺🇸 COINBASE CEO BRIAN ARMSTRONG:
“CRYPTO HAS NEVER STOOD ON STRONGER GROUND THAN IT DOES TODAY.”
INFRASTRUCTURE IS BUILT. INSTITUTIONS ARE HERE. MOMENTUM IS REAL. 🚀

KEVIN WARSH OFFICIALLY NOMINATED AS FED CHAIR POWELL’S REPLACEMENT
🇺🇸 White House has officially transmitted President Trump's nomination of Kevin Warsh to the Senate to become the next Federal Reserve Chairman, succeeding Jerome Powell.
Warsh -- former Fed Governor (2006-2011) -- has repeatedly called $BTC a "good policeman for policy" that keeps central banks honest, acts as real money discipline, and serves as a powerful store of value.
While he's cautious about it fully replacing fiat, his views signal a massive shift: less endless money printing, more respect for sound assets like #Bitc

SUI LAUNCHES USDsui STABLECOIN TODAY
Sui’s newly launched USDsui stablecoin uses yield from backed assets to buy back and burn SUI tokens or fund DeFi incentives through AMM liquidity

SWIFT partners with BNY Mellon ($60T AUM) to build a blockchain-based ledger for cross-border payments and tokenized assets.
TRILLIONS will FLOW INTO RWAs 🚀

JAPAN JUST DUMPED TWO BILLION INTO AVALANCHE.
The massive Progmat network officially locked in over TWO billion dollars in tokenized real world assets directly on the C Chain.
Asian institutional liquidity is aggressively choosing its infrastructure right now.
The smart money has already picked a winner while retail is distracted.

⚡️CIRCLE MINTS 2 BILLION USDC IN JUST 2 DAYS
LookOnChain flags Circle minting 2 BILLION $USDC over the past 48 hours, boosting liquidity and potentially impacting market dynamics.