NVIDIA announced it is acquiring Hugging Face for $12.9 billion... and its interest in owning the platform is obvious.

The post NVIDIA Buys Hugging Face appeared first on Brownstone Research.

By now, investors have learned the “don’t fight the Fed” rule. Very soon, they might have to learn a new rule.

The post Don’t Fight Bessent appeared first on Brownstone Research.

The same lever helping create today’s problem could eventually become the one that solves it.

The post Is Trump Playing Chess With the Oil Markets? appeared first on Brownstone Research.

Last week, OpenAI just documented a dramatic agentic tale… in which AI agents organized themselves, without any human direction.

The post OpenAI Loses Control of Its Agents appeared first on Brownstone Research.

This Jackson Hole meeting is a true turning point for public and permissionless blockchain infrastructure.

The post Jackson Hole Takeaways on the Onchain Future of Finance appeared first on Brownstone Research.

New business models will spring up, and old models will not survive.

The post The Biggest Portfolio Innovation in 50 Years Has a Problem appeared first on Brownstone Research.

Amazon needs power for its AI infrastructure… And it would rather bring its own power plant than wait years for permission to plug into the grid.

The post The Grid Said No… So Amazon Built Its Own Power Plant appeared first on Brownstone Research.

What I don’t see discussed is what happens when people no longer need dollars at all...

The post How Everything Becomes Money appeared first on Brownstone Research.

Bitcoin’s back…but is it here to stay?

The post Bitcoin’s Back (For Now) appeared first on Brownstone Research.

The stablecoin market is gearing up for the tokenization trend to play out...

The post Bessent’s Move Is Priming Crypto for October appeared first on Brownstone Research.

In November of last year, the United States Geological Survey added silver to the official U.S. Critical Minerals List. And with good reason.

The post The AI Boom Needs This Critical Metal appeared first on Brownstone Research.

The trend is inevitable and only accelerating...

The post The Treasury Is Priming Onchain Stocks appeared first on Brownstone Research.

The frontier of AI is no longer just the chip. It's the conversation between chips. And that brings us to a hot topic right now – photonics.

The post Shedding Light on the New AI Bottleneck appeared first on Brownstone Research.

The digital asset world might need its own acronym—TAKE, or Trump Always Keeps Everything.

The post Trump Keeps TAKEing appeared first on Brownstone Research.

The winners of the next phase of the AI infrastructure buildout have already been determined...

The post The AI Bottleneck Isn’t Silicon appeared first on Brownstone Research.

Two interesting things are happening… One is simply the normal ebb and flow of the market. The other is that regulators are already picking up the slack.

The post Why the Crypto Market Is Bullish… Even Without CLARITY appeared first on Brownstone Research.

The AI profit gap is already opening. And the companies on the wrong side of that gap are running out of time.

The post The AI Profit Gap Has Appeared appeared first on Brownstone Research.

The market muddles. The regulators kick the can. And investors wait for something—anything—to happen.

The post Crypto’s Dog Days appeared first on Brownstone Research.