Friday, 14 Aug 2026

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AI Capex Winners and Losers

Four AI bets, two report cards

5 minute read

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Ethereum is booming

12 minute read

Why Ethereum outperformed Bitcoin, what July's ETF flows reveal, and whether the rotation is real. Plus the Fed hold and tokenised metals on Luno.

Bitcoin’s identity crisis

12 minute read

Bitcoin slipped to the 13th largest asset in 2026. Is the digital gold thesis dead or just delayed? Inside the Bitcoin vs gold debate and what comes next.