Crypto Long & Short: In quiet crypto markets, yield is the trade

In this week’s Crypto Long & Short Newsletter, Maxime Seiler notes that weak crypto prices mask adoption, making yield strategies the main trade. Then, Kavita Maharaj‑Alexander writes on crypto’s next phase being driven by proving compliance in practice, elevating the infrastructure providers that enable it....
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Kevin O’Leary says Wall Street’s tokenization boom is all talk without crypto rules
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Hut 8 shares jump over 30% on news of $9.8 billion AI data center lease
Hut 8 shares surged 30% after securing a $9.8 billion, 15-year AI data center lease in Texas with potential value exceeding $25 billion. The bitcoin miner pivots to high-performance computing infrastructure as crypto mining economics deteriorate. The 352-megawatt facility supports AI training and inference, with operations expected in 2027, positioning Hut 8's total contracted AI capacity at 597 megawatts worth $16.8 billion.