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Big Tech AI Capex Tops $650 Billion as Q1 Earnings Beats Pressure Bitcoin Risk Trade
- Amazon, Meta, Microsoft, and Alphabet all beat Q1 revenue estimates on cloud strength.
- Meta raised 2026 capex guidance to $125B-$145B, sending shares 6% lower after-hours.
- Heavy AI infrastructure spend tests Bitcoin's correlation with tech stocks into May.
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KuCoin’s Sabina Liu on Where Crypto Growth Is Coming From in 2026
- Sabina Liu says the 2026 market cycle is being driven by institutional participation, regulation, and product development.
- Europe is building a strong position in digital assets through MiCA and rising demand for compliant access.
- Tokenized real-world assets remain a major growth area, with distribution and investor access still at an early stage.
Bitcoin Falls As FOMC Signals Inflation Is Back, Holds Rates Steady
- Federal Reserve holds rates at 3.50%–3.75% as markets digest policy pause
- Hammack, Kashkari, Logan oppose easing bias, marking highest dissent since 1992
- Middle East tensions flagged as key uncertainty shaping Fed’s next monetary policy moves
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Strive CEO: Bitcoin’s 50% Crash Shows Why Digital Credit Is the Future
- Matt Cole said STRC and SATA held value as Bitcoin fell 50% from peak.
- Strive's SATA pays 12.75%; Strategy's STRC yields about 11.5%.
- Strive holds 13,311 BTC and $50 million of STRC to back SATA payments.
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Top Platforms for Stablecoin Settlement in 2026
An in-depth comparison of the best stablecoin settlement solutions in 2026, including SCRYPT, Fireblocks, Circle, Ripple, and Coinbase.
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Bitcoin Bottom or May Bust? Top 3 Price Predictions From Experts Highlight Crucial Cost Basis
- Coinbase and Glassnode say crypto may be carving a near-term bottom this quarter.
- 75% of institutions and 71% of retail say bitcoin is undervalued.
- Willy Woo flags $65K as the make-or-break line for a structural bottom.
XRP Price Prediction for May 2026: Can Bulls Trigger a Rally Near $2?
- XRP forms a daily cup and handle pattern with a $1.70 upside target.
- Weekly chart stays bearish since July 2025, but accumulation hints at a breakout.
- Network value to transactions ratio spikes to 1,076, a bearish XRP red flag.
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The AI Agent Economy Has an Identity Bottleneck: Blockchain Rails Could Solve It
- AI agents outnumber humans 100-to-1 in finance but remain "unbanked," a16z says.
- a16z pushes "Know Your Agent" as the cryptographic KYC for AI agents.
- The report flags payments, governance, trust, and user control as four AI agent infrastructure gaps.
Canada Eyes Crypto ATM Ban in Anti-Fraud Crackdown
- Canada proposes crypto ATM ban, citing fraud and money laundering risks.
- Brick-and-mortar money services could still sell crypto to Canadians.
- Country hosts nearly 4,000 machines, the highest per capita worldwide.
