$BTC ① GE Vernova and Vertiv: Why AI power stocks are becoming the new data center trading bottleneck

Gartner’s 565 TWh forecast and FERC grid orders put GE Vernova and Vertiv at the center of AI data center constraints. Comparing roles, catalysts, and risks.

② Crypto casinos and player verification: Privacy, recourse, and payment trade-offs

A comparison of un-KYC casinos versus regulated casinos on privacy and payment trade-offs: what regulation protects, what anonymous costs look like, why un-KYC is rarely absolute, the hybrid middle ground, and which model suits us.

③ Ethereum’s largest sandwich bots have been drained: Why MEV infrastructure is now an attack surface

Sandwich profits top $287 million, and the surge in scams by 2026 shows that MEV infrastructure has now become a target. We break down bot drain, attack paths, and strategies to reduce risk.

④ Alchemy’s AgentCard and Visa: Will AI commerce rails become the next stablecoin distribution layer?

With Alchemy’s AgentCard launching AI-native payments for the first time, Visa reported $7 billion in stablecoin run-rate and more than 160 linked-card projects. What’s changed now for builders?

⑤ S&P 500 bank stress test week: If capital rules tighten, can financial stocks keep leading the index?

The Federal Reserve stress test results on June 24 and the capital proposals in March 2026 put bank dividends, lending, and S&P 500 index outperformance in the spotlight. Scenarios, risks, and signals.

⑥ Bitcoin options skew defensive: Why traders are paying $52k for downside protection

June options data shows put premiums rising 46%, with a 1-month skew of +9.9 percentage points, because the desk paid $52k for protection fees. We map out flow, trade-offs, and hedging setups.

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