Author: Henry Kanapi

Galaxy Digital CEO Mike Novogratz says the next phase of the crypto market will look unlike anything that’s come before it. In an interview with Real Vision’s Raoul Pal, the billionaire investor says two structural shifts are setting the stage for a lasting expansion in digital assets. “What could be different? Dangerous freaking words. It’s different this time. There are two things that could be different. We are going to pass a market structure bill, and that plus [the] GENIUS [Act] is going to allow… at one point, Apple’s going to have stablecoins on their iPhone.” The proposed market structure…

A new nationwide survey finds that most American workers are embracing AI in the workplace, viewing it as a tool for growth rather than a threat to their jobs. The 2025 AI at Work survey, conducted by Centiment on behalf of data-driven HR platform The Predictive Index (PI), polled 1,000 professionals across the United States to gauge attitudes toward AI adoption, trust and leadership communication. According to the survey, 81% of employees feel positive about AI’s role in their careers, seeing it as a way to boost effectiveness, improve company culture and create new paths for advancement. The study also…

A new global survey shows that the corporate rush into artificial intelligence is beginning to pay off, with a majority of companies now reporting measurable returns from their AI deployments. Data from Kyndryl’s 2025 Readiness Report, which gathered insights from 3,700 senior leaders across 21 countries, shows that 54% of organizations have reported positive returns on their AI investments, a 12-point increase from last year. But the report notes that 62% of firms still haven’t moved their projects beyond the pilot stage, showing a persistent gap between innovation confidence and operational readiness. Says Martin Schroeter, chairman and CEO of Kyndryl,…

The chief executive of tech giant Google sounds the alarm about a looming threat that could expose the system protecting cryptocurrencies. Speaking at the Dreamforce 2025 event, Sundar Pichai says the world of digital assets will soon face a period when existing cryptographic defenses may no longer be sufficient, forcing rapid adaptation across the industry. He says the quantum era will serve as a catalyst for innovation that will drive blockchain networks to look for solutions. “We will have that moment where, from a cryptographic standpoint, we have to adapt to quantum for sure… I think as a society, it…

Billionaire investor Chamath Palihapitiya says OpenAI’s dominance in the AI market is eroding as distribution power tilts toward Big Tech incumbents. In a new post on X, the Social Capital founder shares two charts illustrating what he calls the shifting balance of power in AI. Palihapitiya says OpenAI remains at the top of the generative AI race but is beginning to lose ground as the broader market expands and established players such as Google and Meta leverage their existing ecosystems. “OpenAI is still the clear leader, but interestingly, they are losing percentage share as the market grows. It’s not really…

Veteran investor Dan Niles says the stock market is poised to hit new highs in the coming weeks as investors pile into what he calls an inflating AI bubble. In a new post on X, the Niles Investment Management founder says he remains positioned to benefit from a potential rally but warns that the higher the market climbs, the sharper the eventual downturn could be once valuations collapse. “In an interview on Friday, I said, ‘Unfortunately, the market is going to keep melting higher,’ and I wanted to expand on that statement. I said unfortunately because the higher the AI…

A senior JPMorgan strategist says investors should watch one key metric to determine whether the AI boom is entering dangerous territory. In a new CNBC interview, Monica DiCenso, head of global investment opportunities at JPMorgan Private Bank, says her team is closely monitoring corporate balance sheets as AI spending accelerates across the market. DiCenso says, for now, she doesn’t think that AI is in bubble territory as companies use free cash flows to fund projects. But she notes her stance will change once tech giants begin to take on debt to support the AI buildout. “So when you look at…

A top Morgan Stanley strategist says the stock market remains in bullish territory but warns a wave of speculative trading could test its strength. In a new CNBC interview, Andrew Slimmon, senior portfolio manager at Morgan Stanley, says the market’s resilience is underpinned by favorable monetary and fiscal policy. But Slimmon notes that speculation in stocks in high-risk sectors is pointing to potential excess building beneath the surface. “But I think it’s too premature to say this is 1999. But to be clear, that is the number one thing that worries me. I am worried about the speculative stocks are…

Venture Capitalist Chris Burniske warns that the massive crypto collapse on October 10th has destroyed risk-taking appetite in digital assets. In a thread on X, the partner at VC firm Placeholder says the violent downturn over a week ago, which wiped roughly $19 billion in market capitalization, has fractured sentiment in crypto and will take time to repair. He says the event is a structural break in confidence rather than a routine correction, citing the difficulty of reestablishing buying momentum after such an abrupt collapse. “Increasingly convinced last Friday’s massacre broke crypto for a while – hard to quickly develop…

The White House’s top technology official says AI is now powering a major share of America’s strong economic expansion. In a new post on X, crypto and AI czar David Sacks says artificial intelligence is responsible for nearly half of the nation’s current growth. “GDP growth is currently an outstanding 3.9%, and AI is 40% of that. It’s easy for politicians to posture and grandstand by beating up on tech. But the real question is whether they want 4% growth rates or 2% growth rates.” Data from the U.S. Bureau of Economic Analysis shows that the US economy grew by…