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CZ says he prefers AI “shovels” over AI itself as infrastructure race intensifies

Binance founder Zhao Changpeng (CZ) said he prefers investing in the underlying infrastructure powering artificial intelligence rather than AI applications themselves, framing the current boom as an “infrastructure-first” investment cycle.Binance founder Zhao Changpeng says he favors investing in AI infrastructure such as data centers and energy systems over AI applications.He highlights NVIDIAs dominance in AI chips but expects more customized compute solutions to emerge over time.His investment firm still allocates 70%–80% of capital to Web3, keeping crypto as the core focus.　　Speaking during a Binance online livestream, CZ described his preferred strategy as focusing on the “shovels” of AI — including data centers, power supply systems and large-scale computing infrastructure required to support model training and inference workloads.　　His comments reflect a growing investor narrative that the AI economy is not just about algorithms or software, but about energy, hardware and compute availability at industrial scale.　　AI infrastructure becomes the dominant investment layer　　CZ noted that while NVIDIA currently dominates the AI chip market, the long-term landscape may shift toward more specialized and customized compute solutions tailored to different AI workloads.　　This view aligns with a broader industry trend in which hyperscale data centers, energy infrastructure and semiconductor supply chains are becoming the primary bottlenecks

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Telecom giant KDDI to acquire 14.9% stake in Coincheck Group in $65 million deal

KDDI, one of Japans largest telecom companies, is set to hold a 14.9% stake in local crypto exchange operator Coincheck Group (CNCK) after agreeing to a $65 million deal.　　The telecom giant will subscribe for 28.5 million newly issued Coincheck Group shares at $2.28 each, Coincheck said on Wednesday. The deal is expected to close in June.　　Coincheck and KDDI also signed what both firms called a business alliance covering customer referrals, revenue sharing and referral fees. The companies said the partnership is aimed at expanding crypto access in Japan through KDDI‘s consumer channels and Coincheck’s trading, custody, staking and asset-management services.　　KDDI has been building around crypto and Web3 since at least 2023, when it launched αU, a metaverse and Web3 service with a non-fungible token (NFT) marketplace and crypto wallet.　　The company deepened that push through a capital and business alliance with HashPort, a Japanese Web3 wallet developer. The deal was tied to plans allowing users to convert Ponta loyalty points into stablecoins and crypto, and convert those assets into au PAY gift cards.　　KDDI will receive registration rights for the shares and the right to nominate one non-executive director to Coincheck Groups board at its next annual general meeting, expected in September.　　Coinchecks

05-14

Ledger shelves IPO plans, cites poor market condition reasons

Ledger has officially paused its previously planned IPO and U.S. stock market listing today, citing unfavorable market conditions, according to people familiar with the IPO process.　　The hardware wallet producer has engaged with banking and financial institutions since the year began to advise on the possibility of launching an initial public offering that could value the company at about $4 billion. These financial institutions included Goldman Sachs, Jefferies, and Barclays.　　A confidential S-1 filing with the SEC is usually the first formal step towards a U.S. stock listing, and none has been filed by Ledger till now.　　Ledger is now weighing alternatives, which include raising capital through private funding.　　What is Ledger？　　Ledger designs hardware devices that let crypto holders securely store their tokens offline by securing their private keys which control access to the crypto tokens. The company was founded in Paris in 2014, and reached a valuation of about $1.5 billion in 2023 with annual revenues said to exceed $100 million.　　The demand for hardware wallets has grown alongside rising crypto prices and an increase in security breaches and crypto scams. Blockchain analytics firm Chainalysis estimated that losses from cryptocurrency scams and fraud reached about $17 billion in 2025, up from roughly $13 billion

05-14

JPMorgan Files Tokenized Money Market For Stablecoin Issuers

Bloomberg analyst Eric Balchunas said JPMorgans JLTXX is also a “big deal” because the 0.16% fee is low for a money market fund with a stable asset value.　　JPMorgans blockchain use cases　　The launch of JLTXX follows JPMorgans first tokenized product, My OnChain Net Yield Fund, or MONY, which launched in December and also runs on Ethereum. MONY holds short-term debt securities designed to deliver returns higher than bank deposit rates, with interest and dividends accruing daily.　　The filing for JLTXX also comes after a pilot transaction JPMorgan participated in last week, in which the first tokenized US Treasury fund moved from the US via XRP Ledger and interbank rails to one of JPMorgans Singapore bank accounts in a matter of seconds.　　In April, Morgan Stanley launched the Stablecoin Reserves Portfolio, which allows stablecoin issuers to park reserves backing their fiat-pegged tokens in one of the banks money market funds while earning interest.　　However, the International Monetary Fund flagged several concerns about tokenization in a report in April, arguing that tokenization shifts risk from the banking system to shared ledgers and smart contract code, making it more difficult to intervene during “stress events.”　　The IMF added that without legal clarity over ownership records and settlement finality,

05-14

South Korean Won: Fading strength as volatility stays high – OCBC

Finance　　South Korean Won: Fading strength as volatility stays high – OCBC　　OCBC‘s Christopher Wong reports South Korean Won (KRW) led declines in Asia FX, pressured by higher Oil, firmer UST yields, softer risk tone and heavy foreign equity outflows. He expects USD/KRW to stay choppy and vulnerable if Oil remains elevated and risk sentiment fragile, but advises against chasing the pair higher. Wong prefers fading rallies, citing Korea’s AI/export leverage and resilient semiconductor cycle as medium-term supports.　　KRW pressured but rallies seen to fade　　“KRW came under renewed pressure overnight and led declines in Asian FX.”　　“Near term, USDKRW can remain choppy and vulnerable to wider swings, especially if oil prices stay elevated and global risk sentiment remains fragile.”　　“we would avoid chasing USD/KRW higher from here and would look to fade rallies selectively for better risk-reward, as Koreas AI/export leverage and still-resilient semiconductor cycle remain medium-term supports once the geopolitical/rates impulse settles.”　　“USD/KRW last seen at 1493 levels. Daily momentum turned mild bullish while RSI rose.”　　“Near term risks skewed to the upside. Resistance at 1501, 1510 levels (23.6% fibo retracement of 2026 low to high). Support at 1474/78 levels (21DMA, 50% fibo). Bias to sell rallies.”

05-14

Retiring With Bitcoin by 2030: Hoax or Real Financial Strategy?

Bitcoin　　Retiring With Bitcoin by 2030: Hoax or Real Financial Strategy？　　Despite its extreme volatility, Bitcoin emerges as a disruptive option for retirement planning while inflation erodes the purchasing power of traditional pensions throughout the developed world. Over the last 4-year period, the asset is still up 166.7%. 　　So, is it still possible to retire with BTC？ It always depends on the price trajectory. We review the projections from major banks, how many BTC you need to retire, and the risks of the five-year plan.　　How Much Bitcoin Do You Need to Retire in the Coming Years？　　To retire with Bitcoin in the next five years, an investor would need between 2 and 5 BTC, depending on the assets price and the withdrawal rule applied. These projections are based on the standard portfolio calculation to generate $100,000 annually, adjusted for inflation.　　Retirement is NOT guaranteed, so make sure you find the right balance of enjoying today and building for the future　　Bitcoin is perfect for long-term savings　　But dont sacrifice everything for the future　　Make sure you also invest in the present　　— Rajat Soni, CFA (@Rajatsoni) March 30, 2026　　The most discussed projection comes from VanEck. Matthew Sigel, head of digital assets research at the firm, recently declared that

05-14

Anatoly Yakovenko says Solana’s Alpenglow upgrade changes MEV economics

Tech　　Anatoly Yakovenko says Solanas Alpenglow upgrade changes MEV economics　　Solana‘s Alpenglow consensus upgrade is now live on a community test cluster, marking the largest consensus overhaul in the network’s history as developers move toward a potential mainnet rollout later this year.　　The upgrade could reach mainnet as soon as next quarter if testing proceeds smoothly, according to recent comments from Solana co-founder Anatoly Yakovenko. It was approved by Solana validators in September 2025 with more than 98% support.　　How Alpenglow changes the MEV calculus　　Alpenglow changes the economics around MEV by making delay based transaction ordering more expensive for validators. Yakovenko has said the upgrade increases the cost for leaders that delay slot production, reducing the incentive to manipulate transaction ordering through intentional delays.　　Under the new structure, leaders that miss timeout windows risk losing future slot opportunities. That penalty matters because some of the most valuable MEV opportunities depend on timing. By raising the cost of delaying slots, Alpenglow makes those strategies less attractive.　　Replacing Proof-of-History and what that means　　Alpenglow replaces major parts of Solanas existing consensus architecture, including Proof of History and TowerBFT, with two new components called Votor and Rotor. Votor handles voting and finalization, while Rotor is designed to improve block propagation

05-14

Largest Solana treasury stock lost $1B while earning 6.7% staking rewards

By February, CoinGecko reminded investors of their mark-to-market 64% loss. Despite 6% staking APY on its holdings, investors‘ losses haven’t improved much since.　　Year to date, SOL has lost 27%, including a 48% decline over the past 12 months. Over that same time period, the companys stock price has lost 28% and 42%.　　With Forward Industries losses mirroring that chart, investors seem to have no more confidence in its management than in SOL itself.　　Forward Industries market cap-to-Net Asset Value (mNAV) multiple has collapsed to 0.62x, meaning that investors are willing to pay even less for company than the SOL it holds.　　In fact, depending on whether someone uses fully diluted or market cap as a valuation metric, the market values the entire company at 17% or 38% less than its SOL, respectively.　　Operating losses are relatively small yet compound shareholder losses. Over just one quarter, the company spent $1.398 million operating its Solana validator, plus $3.25 million in general and administrative expenses plus another $3.4 million for G&A to a “related party,” Galaxy.　　It also spent $535,000 on sales and marketing.　　Paying millions of dollars for the privilege of losing $1 billion　　Forward Industries paid Galaxy $3.44 million in a single quarter: roughly $1.7 million in asset

05-14

Binance Coin: Why the $650 level is crucial after BNBs latest rally

Crypto　　Binance Coin: Why the $650 level is crucial after BNBs latest rally　　Exchange token Binance Coin [BNB] has rallied steadily since early April. In just under six weeks, BNB has rallied 17.17% and is about to challenge the $688 local resistance level.　　These gains have come alongside Bitcoins [BTC] move from $65.9k to $81.2k, a 23% rally. By comparison, BNB has underperformed the largest crypto.　　Is the time ripe for BNB to pull ahead of its peers and put in further gains, or has the relief rally exhausted bullish resources？　　The BNB range formation argumentSource: BNB/USDT on TradingView　　There were two important and immediately obvious facts that stand out on the BNB 1-day chart above. The first is the bearish swing structure. The losses in 2026 presented the most recent impulse move lower.　　Using this drop, a set of Fibonacci retracement levels (orange) was plotted.　　They showed that, despite the bearish structure, Binance Coin has the potential to rally to $876 and possibly even as high as $960, the swing high.　　The second obvious fact was the three-month consolidation for the altcoin. It has traded within a range (purple) from $570 to $688. BNBBTC　　The technical indicators supported sustained gains. The RSI reflected strong upward momentum, and the OBV

05-14

Bitcoin Price on Knife’s Edge: Liquidation Explosion Awaits at $82,000

Bitcoin　　Bitcoin Price on Knifes Edge: Liquidation Explosion Awaits at $82,000　　Bitcoin (BTC) is trapped between two deep liquidation pockets, with stacked longs below $80,000 and dense short positions above $82,000. A decisive break could trigger a cascade and ignite the next major move.　　BTC trades near $80,107 after slipping 0.48% over the past 24 hours. Market structure has weakened with three consecutive lower highs, while volatility across multiple timeframes has compressed to historic lows.　　Liquidation Heatmap Shows BTC Caught Between Two Walls　　The 12-hour Bitcoin liquidation heatmap from CoinGlass shows BTC consolidating around $80,800 with two unusually dense leverage clusters bracketing the current price.　　Bright yellow bands sit just above $82,000, where stacked short positions face liquidation, while a second cluster between $79,800 and $80,500 marks where leveraged longs would be wiped out.　　BTC 12-hour Liquidation Heatmap. Source: CoinGlass　　Liquidation cascades typically amplify short-term moves by adding directional pressure. A push through $82,000 would squeeze shorts and fuel a fast run higher, while a flush below $80,000 would wipe leveraged longs and accelerate the slide.　　Lower Highs Suggest Momentum Is Fading　　While the heatmap frames the binary outcome, market structure is leaning bearish.　　Throughout the prior leg up, Bitcoin typically formed only one lower high before resuming the trend. The

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