investment

According to the Financial Times, SoftBank is seeking funding in the Gulf region to expand its investment bets in the field of artificial intelligence.

Citrini Research, which previously published the "AI End Report," has released a new article titled "Breaking The Wall," exploring the intersection of agentic AI with cryptocurrency and traditional finance, stating that blockchain may have finally found its application scenario. The article allegedly reveals Citrini Research's investment portfolio, and related screenshots are circulating.The weight distribution of the cryptocurrency portfolio is: Derive (DRV) 10%, Lighter (LIT) 10%, Ether.fi (ETHFI) 10%, Aave (AAVE) 9%, Ethena (ENA) 9%, Solana (SOL) 8%, Hyperliquid (HYPE) 7%, Aerodrome (AERO) 7%, LayerZero (ZRO) 5%, Chainlink (LINK) 5%, Backpack (BP) 5%, Maple (SYRUP) 5%, Uniswap (UNI) 4%, Pendle (PENDLE) 3%, Ondo (ONDO) 3%.The weight distribution of the cryptocurrency market portfolio is: Securitize (SECZ) 20%, Circle (CRCL) 18%, Coinbase (COIN) 18%, Bitwise Hyperliquid ETF (BHYP) 14%, Robinhood (HOOD) 14%, Bullish (BLSH) 7%, Figure Technology Solutions (FIGR) 5%, BlackRock (BLK) 2%, WisdomTree (WT) 2%.

Tiger Global Management is expected to gain $5 billion in profits from its early investment in OpenAI.

The cryptocurrency and fintech investment company Deus X Capital has ceased operations and will officially liquidate on January 31, 2027. The investors behind it will shift to their respective independent investment strategies. The company was led by former Galaxy Digital executive Tim Grant, and Chief Investment Officer Stuart Connolly will remain to oversee the transition. Some of the invested enterprises will continue to operate with the participation of existing shareholders.The Morton family investors behind Deus X Capital are splitting their investment activities. Shane Morton is establishing Darius, which focuses on artificial intelligence, while Owen and Jason Morton have founded 95, which focuses on markets and fintech. Grant will serve as CEO of TensorX, the AI business owned by Darius under Shane Morton. Grant stated that he hopes to become a significant player in the European AI sector.Deus X Capital was established in October 2023, supported by a family office, with $1 billion in existing investments and deployable capital at its inception. Its strategy covers private equity, venture capital, and hedge fund allocations in the fields of digital assets, blockchain, fintech, and institutional capital markets. Its early investments include stakes in Galaxy Digital and asset management company Hilbert Group, with operations in Malta, London, and the UAE.

According to Fox News, Jeff Bezos stated that Blue Origin has raised $10 billion from external investors for the first time.

U.S. President Trump will attend the AI Science Conference on Thursday to announce that companies such as AMD, OpenAI, and Anthropic have made investment commitments exceeding $1 billion for the "Genesis Project."Ten states in the southeastern United States will establish computing power hubs, with Georgia investing $1 billion. The National Science Foundation and the Department of Energy will invest over $100 million to develop AI scientific research tools.

AMD CEO Lisa Su stated that AMD will invest a total of tens of billions of dollars across the global supply chain.

Former Messari analyst Mason Nystrom announced on the X platform that he has officially joined Multicoin Capital as an investment partner. Prior to this, Mason Nystrom worked at Pantera Capital and Variant Fund.Mason stated that with his background at ConsenSys and Messari, along with in-depth research on stablecoins, tokenization, and consumer cryptocurrencies, he will closely focus on venture capital in stablecoins, consumer applications, and financial infrastructure.

Binance co-founder He Yi stated in a Chinese AMA at the Binance smart product launch that "the Binance AI Pro product is already able to smoothly complete tasks based on the conditions set by users. However, in the future, we hope that AI Pro can recommend corresponding structured investment strategies based on user preferences, such as whether they are a holder or a trader, or whether they prefer dollar-cost averaging or grid trading. Once the user confirms, it can be executed."

According to BitcoinNews, the U.S. Securities and Exchange Commission (SEC) has proposed a new draft of digital asset custody rules, which aims to allow investment advisors and regulated funds to custody Bitcoin and other crypto assets under specific conditions, and to provide a formal regulatory pathway for state-chartered trust companies to become qualified crypto asset custodians.According to the proposal, when a certain digital asset lacks qualified custodians willing to provide services, investment advisors may self-custody client assets under strict conditions, including written proof that custodians are unavailable, reassessment every three months, implementation of multi-signature transfers, isolation of client wallet addresses, and acceptance of independent audits. SEC Chairman Paul Atkins stated that current custody rules are primarily designed for traditional financial assets and are no longer suitable for the development of the digital asset market.The report points out that Bitcoin may become one of the main beneficiary assets of this proposal, as its institutional custody infrastructure is relatively mature. However, the relevant rules are still in the proposal stage and have not yet officially taken effect.

AMD CEO Lisa Su has been intensively meeting with major companies such as Foxconn, Quanta, ASUS, and Acer, and has held secret meetings with TSMC. Lisa Su confirmed that AMD's plan to invest $10 billion in Taiwan will be increased due to a surge in market demand, and the company will continue to expand its supply chain investments in Taiwan.AMD is working with TSMC and suppliers to accelerate capacity enhancement to meet market demand that exceeds supply.

Virtuals Protocol announced the launch of the Virtuals App, which is currently in closed testing on iOS, limited to invited users.According to the introduction, the Virtuals App equips personal AI with wallet and market access capabilities. Users can assign tasks to the AI like using a personal quantitative trader and set operational ranges and permissions, which the AI will then execute automatically. Users can also research investment opportunities, discuss trading strategies, and conduct fund operations through conversation.Currently, test users are utilizing the application to continuously track market and social media information, automatically executing trades based on social media posts, or building dashboards to track the complete process of specific token sniper wallets from buying to exiting. These functions can all be completed directly in group chats where users discuss investment ideas with friends.

ChainCatcher live report, at the OKX NOW Global Products and Ecosystem Conference (Singapore), Star stated that large global financial institutions from sectors such as exchanges, banks, stablecoins, payments, and quantitative finance are making equity investments in OKX, including ICE, the New York Stock Exchange, Standard Chartered Bank, Ripple, Circle, and others.He believes that the significance of this matter goes far beyond the funds themselves, "The future will not be a confrontation between crypto finance and traditional finance; every crypto company will expand into traditional finance, and every traditional finance company will invest in the crypto space. These two worlds are becoming one financial system."

According to Bloomberg, OpenAI is in discussions with several investment funds from the UAE, seeking them to participate as core investors in a financing round of at least $30 billion. This includes MGX, headquartered in Abu Dhabi, and several UAE funds plan to form an investment consortium, with a total contribution potentially reaching $10 billion.BlackRock is also discussing participating in this financing round alongside the consortium. OpenAI has also been in talks with existing investors such as the University of California Endowment Fund, Thrive Capital, and Andreessen Horowitz regarding participation. The financing is still in progress, and the final investors and specific terms may change.OpenAI aims to raise funds with a pre-money valuation of approximately $1.4 trillion and has offered this valuation as a fixed price to investors without a determined lead investor. In March of this year, OpenAI completed a $122 billion financing with a post-money valuation of $852 billion. The company has postponed its IPO plans until at least next year, citing a current focus on AI safety work.

According to Cointelegraph, Japanese investment and Bitcoin treasury company Metaplanet announced a revised capital allocation policy, proposing to invest 10% to 15% of total assets into strategic investments, including mergers and acquisitions and income-generating assets. It also launched a net interest income strategy to allocate capital to income-producing assets, using net interest income to support Bitcoin accumulation and dividend payments. Bitcoin remains its core treasury reserve asset, accounting for 85% to 90% of total assets. The company stated that this move aims to enhance financing capability and credit quality to increase the Bitcoin holdings per share.As this financing model was introduced, shareholders expressed concerns about Metaplanet's governance and complex capital structure. The company released five corrected securities filing documents last Friday, clarifying that CEO Simon Gerovich does not hold a majority voting power in Metaplanet shareholder MMX Ventures.Anonymous shareholder Bitcoin Pharaoh subsequently called for the company to clearly disclose the ownership of MMX Ventures, explain the 23.8% shares registered as indirectly held by Gerovich, and reveal the identities of two unnamed executives who exercised 18.8 million shares from the 10th stock option pool.In early September this year, management faced criticism from shareholders for expanding the 10th executive stock option pool from 46 million shares to nearly 319.5 million shares. On September 11, Metaplanet proposed to reduce the option pool by 41%, decreasing potential shares by 131.3 million to 188.19 million shares, and resetting the conversion ratio from 1:696 to 1:410.

Michael Saylor, the founder of Bitcoin Treasury Company Strategy, posted on the X platform stating that Bitcoin can serve different types of investors. BTC provides direct ownership, MSTR offers leveraged Bitcoin exposure, while STRC provides income opportunities, and its 30-day price volatility is lower than all "Seven Giants" stocks.Michael Saylor added that digital capital is the foundation of digital equity and digital credit.

A 60-year-old woman in Hong Kong reported that she was defrauded by a scammer who claimed to be an investment expert that she met on an online platform, and was later induced to invest in cryptocurrency on a fake website. Between April 14 and September 22, the woman transferred a total of approximately 21.5 million Hong Kong dollars to a designated investment account multiple times.The platform then required her to pay a margin to prove that the investment account was not used for money laundering. The police have initially classified the case as obtaining property by deception, and the fourth team of the criminal investigation unit of the Sau Mau Ping Police District is following up on the case, with no arrests made yet.

Zach Pandl, the Director of Research at Grayscale, stated that the AI crypto sector rose by 54% in September, significantly outperforming the overall crypto market, which increased by 24%. Despite this recent surge, the sector's market capitalization is still only about $15 billion, making it the smallest category among the six crypto sectors defined by Grayscale.Among the representative tokens in the sector, NEAR rose by 183% in September, Venice (VVV) increased by 70%, World (WLD) went up by 47%, and Bittensor (TAO) climbed by 37%. These projects involve agent commerce, privacy AI applications, human verification, and an open AI network encompassing reasoning, agents, data, and computation.Grayscale believes that public blockchains can provide an open infrastructure for agent payments, identity, privacy computing, and verifiable records, complementing the current AI development ecosystem that is concentrated among a few companies. The AI crypto sector may see one or more major winners in the next five years, and recent performance indicates that investors are beginning to price in the role of blockchain as infrastructure in the emerging agent economy.