The Signal in the Silence: Jump Capital’s $350M AI Pivot and the Liquidity Fault Line in Crypto
The system is shifting capital. Not through a code change, not through a...
Directory
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BitBoy
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2026-07-29
#capital allocation
capital allocation related articles
Google’s $44B Leverage: A Battle-Trader Dissects the AI Infrastructure Bet
History is just data waiting to be backtested. Forty-four billion dollars....
Special
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Hasutoshi
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2026-07-29
The Arithmetic Trap: Why a Bitcoin Treasury's Buyback Adds 24% More BTC Per Share—and Why It Won't Last
Over the past 7 days, B HODL Plc—a London-listed Bitcoin treasury company wit...
Bitcoin
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LarkWhale
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2026-07-21
Bitmine's $86M Buyback: A Capital Allocation Trap or the Smart Money Play?
The market thinks Bitmine’s slowdown in ETH buying is a bearish signal for...
Funding
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CryptoPrime
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2026-07-21
Buffett's $31B Alphabet Bet: A Capital Signal, Not an AI Endorsement
Buffett just dropped $31B on Alphabet. The market calls it confidence in AI. ...
Directory
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CryptoNeo
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2026-07-20