Blackstone Chief Financial Officer Michael Chae said the firm’s portfolio construction and strategy allow it to capture growth in artificial intelligence, AI, and infrastructure, and to deploy and attract capital at scale. According to Sina Finance, Chae said at a Barclays conference on Tuesday that Blackstone completed nine initial public offerings for its portfolio companies over the past year, while six others have filed for listings around the world. Chae said the alternative asset manager, which oversees $1.3 trillion in assets, invests in AI, power, life sciences, and private-market lending to companies. He said 70% of Blackstone’s largest investments over the past 12 months were concentrated in those areas and that it is now a good time to deploy capital. He also said Blackstone raised more than $260 billion over the past year, its best 12-month period in nearly four years, and that institutional investor inflows jumped 50% over the same period. Chae said Blackstone’s AI investments will begin to show up in earnings as strong performance drives fee growth.

Ripple and Strategy said the Senate’s 49-50 defeat of the CLARITY Act did not alter XRP or Bitcoin’s legal standing. According to BeInCrypto, Ripple chief legal officer Stuart Alderoty cited a 2023 federal ruling that XRP exchange sales were not securities and March SEC-CFTC guidance naming XRP a digital commodity. Strategy, formerly MicroStrategy, said Bitcoin has had U.S. legal and regulatory clarity for years and noted its 845,050 BTC stack was still about 1% above cost after the vote.

The power shortage created by the AI data center boom is reshaping global gas turbine and solid oxide fuel cell (SOFC) supply chains, with GE Vernova and Bloom Energy posting strong second-quarter order growth and revenue gains, according to Jiemian News. GE Vernova said second-quarter gas turbine new orders reached 12.1 GW, up 137% year on year, while its power segment backlog rose to $111.649 billion and the order book stretched to 5.31 years. Bloom Energy reported second-quarter revenue of $1.065 billion, up 165.5%, raised its full-year revenue guidance to $3.9 billion-$4.2 billion, and said it held about $20 billion in backlog. Jiemian News said the overseas demand surge is filtering into China’s A-share market, but the supply chain is splitting into companies with real orders and those still trading on concepts. Jereh Group said it had won more than $3.1 billion in gas turbine generator set and related orders from November 2025 through the release of its half-year results, including a $1.465 billion supply contract signed in July by its J&F Power Systems unit with a major cloud services provider. The company also signed a strategic cooperation agreement with Siemens Energy in May. By contrast, companies such as Wanze Co., Yingliu Co., Sanhuan Group, and Zhenhua Co. are still largely in supplier qualification, sample delivery, or small-batch shipment stages, while some SOFC and gas turbine concept stocks have not disclosed formal orders from GE Vernova or Bloom Energy.

Aave Labs published an ARFC on September 14 seeking approval to deploy a new Aave V4 Isolated Hub and Spoke for institutional custodied collateral to be used as stablecoin borrowing collateral. According to ChainCatcher, institutional borrowers would keep collateral in custody at Anchorage during the loan term, while the custody balance would be represented onchain by the non-transferable custody collateral token CoCT, minted and burned by Chainlink-designed CustodySync. Borrowers would stake CoCT on the Spoke and withdraw stablecoins from the Isolated Hub. The proposal says loan lifecycle events, including liquidation, would be synchronized between the custodian and Aave through Chainlink infrastructure. The scope is limited to one Isolated Hub and one Spoke governed by the Aave DAO, with no changes to existing Hubs, Spokes, or reserves. The underlying assets would remain in custody at all times, with Anchorage holding the assets as the custodian and counterparty to the account control agreement, while Chainlink would not hold the assets. CoCT is described as a transfer-restricted ERC-20 that can only be used by the Hub, Spoke, and CustodySync, with minting and burning handled exclusively by CustodySync and each borrower position mapped to a separate contract. The initial plan is to launch one CoCT backed by BTC held in Anchorage custody. The next step is discussion of the ARFC, followed by Snapshot if supported and then a final AIP submission with parameters.

AI infrastructure financing protocol USD.AI said it has secured $40 million in stablecoin revolving debt financing from crypto-native asset manager K3 Capital to support the launch of a new financing product. According to ChainCatcher, the facility is backed by sUSDai collateral and provides short-term credit that can be drawn, repaid, and reused on demand. USD.AI said the loan has a three-year term with monthly amortization, allowing capital to move in and out of sUSDai on a shorter cycle. K3 Capital co-founder Kiril Nikolov said the firm looks for market structure inefficiencies and supports teams it trusts, while Permian Labs CEO David Choi said the company is preparing products that require more flexible short-term funding and that K3 designed the on-chain credit arrangement accordingly. The financing builds on an existing liquidity relationship between the two firms. USD.AI provides non-dilutive financing to AI infrastructure operators through non-recourse loans secured by underlying GPU infrastructure. The company previously announced a separate $100 million stablecoin debt financing from Bullish. K3 Capital has managed interest rate arbitrage and liquidity provision strategies since 2021.

A senior Chilean central banker said investors should look beyond the economy’s recent slowdown and expect a recovery in investment and consumption, according to Bloomberg.

Thai Finance Minister Ekniti Nitithanprapas is sticking with the government’s forecast for 2.5% economic growth this year despite the surge in oil prices, according to Bloomberg.

브록맨, a16z와의 대담: AGI는 이미 현실이 되었으나, 고용과 안전 문제에 대한 해답은 누구도 가지고 있지 않으며, AI의 진정한 모습은 아직 드러나지 않았다.

황인훈과 다리오의 설전은 모두 귀납과 외삽에 의존한 것이며, 저자는 휴머를 빌려 AI 종말론 논쟁을 분석한다: 아직 추수감사절도 오지 않았다.

골든파이낸스가 《골든 Web3.0 일보》를 출시하여, AI, DeFi, DAO, NFT 및 메타버스 업계의 최신 소식을 가장 빠르게 전해드립니다.

Anthropic, OpenAI 등 이례적으로 한목소리로 AI 개발 속도 조절을 촉구하면서도, 동시에 사상 최대 규모의 기업공개(IPO)를 추진하고 있다.

황인훈, ‘All-In Summit’에서 AI 종말론을 직접 지목하며 맹비난: “이 모든 예측은 틀렸다”; 연설 도중 트럼프

여러 연구가 AI의 재귀적 자기 개선 위험에 주목하고 있으며, 점점 더 많은 선도적인 연구자들이 통제력 상실을 우려하고 있어 학계 내 의견 차이가 심화되고 있다.

로빈후드(Robinhood)의 온체인 주식 DEX, 63일 만에 거래량 30억 달러 돌파… AMC 회장, “회사 허가 불필요”라며 비판.

2026년에 접어들면서 A주 시장은 ‘기상천외한 종목’들의 천국이 되었다. 한 종목이 1년 만에 28배 이상 급등했는데, 그 이면에서 누가 투기를 부추기고 있는 것일까? ‘북 치고 꽃 돌리기’…

800만 달러 규모의 공포 광고에서 수억 조회수를 기록한 파벌 간 설전까지: 자본은 뒤에서 서사를 조달하고 불안을 확산시킨다

다리오 아모데이(Dario Amodei)가 업계가 오랫동안 AI 위험을 은폐해 왔음을 처음으로 인정하고, 3단계 속도 제한 프레임워크를 제안했으나, 오픈소스 진영으로부터 격렬한 반발을 샀다.