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blockainews.comMINING AND MINERAL RESOURCES
IREN co-founder Dan Roberts laid out a three-layer thesis on May 22: AI's bottleneck is power, land and data centers — not GPUs. With 5GW of grid capacity, a $3.4B NVIDIA deal and the $625M Mirantis buy, the bitcoin-miner-turned-AI-landlord pitch goes full stack.
TEXASDAN ROBERTSNVIDIA
MICROPROCESSORS AND CHIPSETS
IREN co-founder Dan Roberts laid out a three-layer thesis on May 22: AI's bottleneck is power, land and data centers — not GPUs. With 5GW of grid capacity, a $3.4B NVIDIA deal and the $625M Mirantis buy, the bitcoin-miner-turned-AI-landlord pitch goes full stack.
TEXASDAN ROBERTSNVIDIA
FINANCIAL MARKETS AND INVESTING
SpaceX's S-1 disclosed 18,712 BTC worth $1.29B, more than double what on-chain trackers attributed to the company. The filing reframes the largest IPO ever as a stealth bitcoin treasury story and resets the comp set for corporate BTC adoption.
CRYPTOCURRENCY AND DIGITAL ASSETS
SpaceX's S-1 disclosed 18,712 BTC worth $1.29B, more than double what on-chain trackers attributed to the company. The filing reframes the largest IPO ever as a stealth bitcoin treasury story and resets the comp set for corporate BTC adoption.
FINANCIAL MARKETS AND INVESTING
The SEC's April 17 approval clock just hit zero. NYSE's tokenized securities rule is operative — Russell 1000 stocks, S&P 500 and Nasdaq-100 ETFs, and Treasury products can now trade on-chain on the same order book as their paper twins. First real token-settled fills expected Q3.