investment

Cryptocurrency trader Ansem shared his recent investment views, stating that the crypto market is gradually shifting towards a phase that places greater emphasis on the fundamentals of individual projects, capital inflows, and actual business performance. Therefore, identifying mispriced assets and determining which teams are truly driving project development will become increasingly important, rather than relying entirely on the trends of mainstream assets like Bitcoin and Ethereum.Ansem believes that the investment approach for altcoins in this cycle is different from previous ones. Assets like HYPE and ZEC have shown independent trends from Bitcoin and Ethereum even during periods of overall market weakness.

On October 16, VerityAI, an AI trust and reputation network, received investment from AURUMX Capital. AURUMX Capital possesses compliance resources in traditional finance and digital assets, holding Hong Kong SFC license number 4/9 and MSB qualification. The project has previously received investments from Titan Foundation USA and BlockX.VerityAI is dedicated to transforming market research and predictive signals into on-chain verifiable reputation assets, building a credibility assessment system for contributors in the digital market. AURUMX Capital will leverage its institutional resources to promote the application of VerityAI's verifiable reputation infrastructure in institutional scenarios. Its core product, Signal Explorer, now supports Morph Mainnet and BNB Chain, having generated nearly 20,000+ on-chain signals as of October 16, 2026.

According to Hong Kong media HK01, Hong Kong BBB Group (Chinese name: Hao Hao Hao Group) claims to invest in the agarwood industry in Malaysia and sell over-the-counter stocks and digital assets, suspected to be a scam. The company states that it will convert OTC stocks into "digital asset" cryptocurrency by February 2027 or earlier.It is reported that the Hong Kong police have received reports from 21 individuals, involving an investment project amounting to 14 million Hong Kong dollars. The Commercial Crime Bureau is investigating for "conspiracy to defraud," and so far, four people have been arrested. Additionally, according to the Hong Kong Securities and Futures Commission's official website, "Malaysia Agarwood Plantation Investment, Agarwood Tree Program, Agarwood Potted Trees, APT4" have been listed as suspicious investment products.

According to SeeNews, Bulgaria's Postbank plans to add stock and cryptocurrency investment features to its mobile banking app. Postbank is a subsidiary of Eurobank Bulgaria AD. This move signifies that traditional banks are integrating digital assets with securities investment services into retail banking channels. The report was published on October 16, 2026, and currently, the page only displays the title, without disclosing details such as the launch time, supported currencies, and partners.

The white-haired stock god Serenity stated that the storage chip industry is experiencing unprecedented long-term demand visibility, with large cloud service providers like Google even seeking to sign long-term supply agreements extending to 2035. However, the market is still affected by concerns over the sustainability of AI infrastructure investments and financing risks.Serenity also cited the views of Dell CEO Michael Dell, who indicated that the shortage of storage chip supply may last for about 4 years, as the construction cycle for new fabs is relatively long, and the related capacity is expected to be released by 2029 to 2030. Dell anticipates that the imbalance between supply and demand for storage chips may further worsen by 2027.

AWS Chief Financial Officer John Felton stated that spending on AI infrastructure and services is sustainable because it drives substantial innovation. AWS's AI capital expenditures are yielding returns, with a backlog of nearly $500 billion, including clients from large enterprises and small to medium-sized businesses.Felton mentioned that the return on investment for AI servers is less than three years, and AWS is achieving significant returns on investment and productivity improvements, planning to further increase its investments.

Documents disclosed by the U.S. Securities and Exchange Commission (SEC) indicate that the investment advisory firm Unique Wealth has submitted a 13F-HR report to the SEC, showing that it holds approximately $10.4 million in Bitcoin-related positions.The 13F-HR is a quarterly holdings report submitted by institutional investment managers to the SEC, used solely to disclose securities holdings that meet the reporting threshold, excluding directly held crypto assets. Therefore, the aforementioned positions typically represent Bitcoin exposure in the form of securities such as spot Bitcoin ETFs.

Bank of America warns that the AI investment boom is showing signs of classic capital cycle risks, manifested in a surge in spending, intensified competition, and falling prices.The capital expenditure expectations of hyperscale cloud vendors have jumped from $330 billion to $1 trillion, roughly equivalent to 3% of the U.S. GDP. Meanwhile, since the summer, the prices of AI tokens have dropped by about 50%, and the increase in usage may not translate into sufficient revenue. The key risk is that AI technology may succeed, but investors could be harmed by over-investment and declining returns.

According to the CoinShares market report, the U.S. September CPI rose by 0.6% month-on-month and 3.7% year-on-year, exceeding the market expectation of 3.6%. Gasoline prices increased by 9.1% for the month, accounting for about half of the overall increase. The core CPI rose by 0.3% month-on-month and 2.6% year-on-year. During the same period, U.S. September retail sales grew by 0.8% month-on-month, higher than the expected approximately 0.3%, with August data revised up to 1.3%. However, retail sales excluding gasoline only grew by 0.2%, lower than August's 1%.The report pointed out that inflation remains high, and economic demand also remains resilient, leading the market to reprice the Federal Reserve's policy in a hawkish manner, causing Bitcoin and the overall digital asset market to decline. Data shows that since the CPI was released, market sentiment has significantly weakened, with global digital asset investment products seeing an outflow of $434 million so far this week. Regarding interest rate expectations, as of October 15, Polymarket data shows that the probability of the Federal Reserve maintaining interest rates at the October meeting is about 75%, while the probability of a 25 basis point rate hike is about 25%. After the CPI release, the futures market clearly shifted to a hawkish stance, with expectations for another rate hike within the year rising significantly.

According to on-chain analysis platform Lookonchain, as the market rebounds, the well-known trader Bonk Guy's portfolio has increased by over one million dollars in the past 24 hours.Currently, he ranks first on both the 24-hour leaderboard and the historical overall leaderboard on the social trading platform FOMO.

Jefferies economist Mohit Kumar pointed out that in the next three years, the United States will invest 2.5% to 3% of its GDP in AI infrastructure, a scale that will exceed historical records.He warned that if the pace of construction slows down, it will have a significant impact on related companies and the U.S. economy.

Harvard University's annual financial report shows that the university's endowment fund grew by 27.1% in fiscal year 2026, marking the strongest investment return performance in five years. The total size of the fund is now close to $68 billion.Harvard University's Chief Financial Officer Ritu Kalra and Financial Officer Timothy Barakett wrote in the annual report: "This return will enhance the endowment fund's ability to support the university's long-term development. Strong investment returns will gradually support Harvard University's various initiatives through future fund allocations."In the second quarter 13F holdings report submitted to the U.S. Securities and Exchange Commission, Harvard University disclosed that it holds $2.2 billion worth of shares in SpaceX, making it the largest single holding by market value in the endowment fund, followed by TSMC, with a holding value of just under $350 million. Previously, it was reported that Harvard University's fund had disclosed investments in cryptocurrency as early as 2018.

On October 15, Saber Money, a payment infrastructure company based in San Francisco, announced a strategic investment from Tether and Titan Fund under Hong Kong's CMCC Global, with the amount undisclosed. The company provides cross-border remittance services for financial institutions, fintech companies, and enterprises in emerging market corridors, and operates the Indian cryptocurrency exchange Mudrex. The company stated that the funds will be used to deepen existing corridors and expand into emerging markets in the Asia-Pacific and Gulf regions, focusing on obtaining local licenses and banking relationships.Tether CEO Paolo Ardoino stated that emerging markets represent the next stage of global payments, and stablecoins are the relevant infrastructure, with Saber having regulatory depth and market access in Asia and the Middle East. Shiau Sin Yen, co-founder and managing partner of Titan Fund, mentioned that Asia accounts for approximately 53% of global remittances, and cross-border B2B stablecoin payments are expected to reach $5 trillion by 2035. Saber Money CEO Edul Patel stated that the company provides stablecoin payment rails to markets such as the Asia-Pacific and Gulf for near-instant, round-the-clock settlement, and plans to expand B2B payments for vendor payments, fund management, and cross-border working capital.Saber Money has held or obtained licenses, registrations, or authorizations in Canada, the European Union, India, and Australia. Over the past nine months, payment volume has increased more than sixfold, processing billions of dollars in payments across more than 40 countries, with over 90% of payments completed within one minute. The company's backers include Y Combinator, Nexus Ventures, Tether, and Titan Fund of CMCC Global. Market data listed by the company indicates that the Asia-Pacific accounts for about 35% of global payment flows, with South Asia and East Asia and the Pacific receiving over $1 trillion annually, and the UAE expected to remit about 188 billion dirhams by 2025.

Federal Reserve Chairman Waller stated that we currently have structural growth and a surge in investment.

In an interview with Bitcoin Magazine, Capriole Investments founder Charles Edwards stated that for Bitcoin to break through its historical high, substantial changes need to occur. Possible catalysts include significant advancements in quantum computing, a shift in Federal Reserve policy, the U.S. government directly purchasing Bitcoin, or a new round of stimulus events. He also pointed out that institutional buying through ETFs continues to provide strong support for the market.Edwards mentioned that AI-driven unemployment could change the Federal Reserve's policy path, thereby affecting Bitcoin's trend; the continuous rise in computing power constitutes a bullish signal on the Hash Ribbons indicator, and he discussed whether this computing cycle is different in the AI era. Additionally, he assessed whether Bitcoin is still undervalued from the perspectives of production costs, energy value, and MVRV, and talked about the unknown territory Bitcoin occupies in a global liquidity environment with a 5% interest rate.Regarding quantum computing, Edwards believes that a clear roadmap for quantum computing could instead become an upward catalyst for Bitcoin. He also discussed the crypto security risks brought about by superintelligent AI and what factors might trigger the next historical high for Bitcoin.

Grayscale announced a partnership with the investment platform Republic to offer Grayscale's investment products to qualified investors, including the Grayscale DeFi Fund, Grayscale Decentralized AI Fund, and Grayscale Data Network Trust.Among them, the DeFi Fund covers tokens such as UNI, AAVE, ONDO, ENA, CRV, and LDO; the Decentralized AI Fund covers tokens such as NEAR, TAO, RENDER, and FIL; the Data Network Trust provides investment exposure to the native token DATA of the DATA Network.

According to official news, Tether's independent investment department Tether Capital announced a strategic investment in AIsa. AIsa is a platform that provides access to and payment for data, software, and computing services for AI agents. Developers can connect AI models, data, APIs, software tools, and computing resources through a single interface, with fees supported by fiat or stablecoin settlement.AIsa stated that its platform has been running over 250,000 agents, processing more than 100 million transactions cumulatively. It can access over 5,000 APIs, skills, and models with a single key and charges based on usage. Enterprises can procure resources on demand, and service providers can integrate services into automated workflows.Tether CEO Paolo Ardoino stated that as AI agents take on more work, users need to provide service access to agents while controlling expenses. This investment continues Tether's support for agent payment infrastructure, having previously invested in NEURA Robotics and planning to integrate WDK with QVAC into robotic systems.

Blackstone Group has established a $200 billion data center investment portfolio and partnered with Google for cloud computing business. Blackstone has also invested in AI labs such as OpenAI, providing loans secured by Broadcom and NVIDIA chips, and invested in cooling equipment for power plants and data centers. President Gray stated that AI investment is Blackstone's most important project.