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The New Capital

Weekly insights on the future of finance by BeInCrypto's Global Head of News, Brian McGleenon

beincryptoweekly.substack.comSource feed ↗20 episodes

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Are Global Markets on the Verge of a Crash?

AI excess, rising bond yields and an unwinding yen carry trade are testing the safe-haven playbook.

Where LATAM capital is moving now

Private credit, stablecoins and the $654B offshore story

Who gets paid when AI crashes?

The same desk that got paid when it boomed...

You Never Voted for This, Now It's Too Late

Europe’s Silicon Valley surrender

Visa, Stripe and Coinbase Just Killed the Internet As We Know It

The murder weapon was a 30-year-old line of code

Visa Is Settling $7 Billion In Stablecoins: Here's What Comes Next

Visa is settling $7 billion a year in stablecoins, yet retail makes up barely 1% of stablecoin transactions.

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I Watched Lehman Collapse: Tokenization Is Building the Same Risks — S&P's Andrew O'Neill

Andrew O'Neill is the Managing Director and Analytical Lead for Digital Assets at S&P Global Ratings, the 160-year-old institution that grades the world's sovereign debt, corporate bonds, and now, the tokenized assets flooding onto blockchains.

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Hot war in Hormuz: the portfolio rebuild

How five top investors are reordering their portfolios

$33B sitting dead on-chain

Our new report exposes massive on-chain stagnation

The Moon Asset That Could Make SpaceX Stock Pump 10x

This secret substance could turn Musk into world’s first quadrillionaire

Can Europe Leapfrog the US in AI with this Quantum tech?

Europe is weaponizing QML against Silicon Valley

You Missed the SpaceX IPO. Here’s Where Capital Flows Next

The gravitational capital pull will create massive secondary waves

Arthur Hayes Explains Why the AI Bubble Won't Pop

The infrastructure cycle is just getting started

Polymarket and Kalshi Are Going Mainstream. The Supreme Court May Soon Decide If That Is Legal.

Are prediction markets a financial instrument or a gambling tool?

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Bitcoin Below 60K in June? CryptoKid vs Player1Taco on the Bear Market Debate

What happens when a 17-year-old macro analyst and a DeFi native who refuses to KYC sit down to debate whether Bitcoin is in a bear market or an institutional accumulation phase?Efe Kelemci is the co-founder of Crypto Kid, a macro analyst and technical analyst who started studying Bitcoin at the age of 12 in the UAE and has built a combined community of over 100,000 followers.

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Bennjamin Cowen VS Michael Van De Poppe - Can Bitcoin Get Any Lower?

Two of the most followed crypto analysts in the world.

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Why AI Investors are Missing this Massive Blind Spot

Wall Street is blindly chasing the bubble

The Head Of Innovation At Franklin Templeton Explains Why Everything Will Be On-Chain

Nominate your company for The BeInCrypto Institutional 100: https://awards.beincrypto.com

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Is the AI Bubble About to Pop?

Why Arthur Hayes has shifted his stance on the AI buildout

Banks are Flocking to this Layer 1 for Stablecoin Settlement

Institutions Are Building a Parallel Stablecoin Economy