In today’s Thursday edition of Haia Talks, we do a deep dive into the "Great Decoupling" as AI-focused miners (Marathon, IREN, Hut 8) post record profits and sign multi-billion dollar deals, completely ignoring the Bitcoin price crash. We analyze why Wall Street now values them as AI infrastructure. We also cover the fallout from DeFi's "Lehman Moment," as Stream Finance's $93M loss sparks contagion fears. Plus, a new crypto-skeptic mayor wins in New York City, and the market reels from $800M...
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In today’s Thursday edition of Haia Talks, we do a deep dive into the "Great Decoupling" as AI-focused miners (Marathon, IREN, Hut 8) post record profits and sign multi-billion dollar deals, completely ignoring the Bitcoin price crash. We analyze why Wall Street now values them as AI infrastructure. We also cover the fallout from DeFi's "Lehman Moment," as Stream Finance's $93M loss sparks contagion fears. Plus, a new crypto-skeptic mayor wins in New York City, and the market reels from $800M...
In today’s Friday edition of Haia Talks, we do a deep dive into JPMorgan's new Kinexys blockchain, which just executed its first live fund-servicing transaction. We break down the strategy and what it signals when Wall Street starts moving its core "plumbing" on-chain. We also cover the end of the US government shutdown and what it means for the frozen ETF backlog, the rotation of capital from Bitcoin to Solana ETFs, and major adoption moves from Western Union, Uphold, and Lolli. 🔗 More at ht...
Haia Talks
In today’s Thursday edition of Haia Talks, we do a deep dive into the "Great Decoupling" as AI-focused miners (Marathon, IREN, Hut 8) post record profits and sign multi-billion dollar deals, completely ignoring the Bitcoin price crash. We analyze why Wall Street now values them as AI infrastructure. We also cover the fallout from DeFi's "Lehman Moment," as Stream Finance's $93M loss sparks contagion fears. Plus, a new crypto-skeptic mayor wins in New York City, and the market reels from $800M...
