Crypto News & Analysis — The Information

Recent Articles about Crypto

Getty Images.

The Information Finance

Did Prediction Markets Cause the Crypto Crash?

By Ken Brown · Apr 1, 2026 8:00am PDT · 3 comments

Please join The Information at the New York Stock Exchange on Monday, April 27, for The Information’s “Financing the AI Revolution” forum. Hear from top executives and investors on how the rapid build-out of AI is reshaping tech, finance and capital markets. Learn more here.On Kalshi, the wildly popular prediction market, bettors assigned just a... Please join The Information at the New York Stock Exchange on Monday, April 27, for The...

Traders on the New York Stock Exchange floor. Michael Nagle/Getty Images.

Nvidia Stock is Cheap—What That Signals

By Martin Peers · Mar 30, 2026 5:00pm PDT · 3 comments

Here’s a startling statistic: The last time Amazon shares traded as cheaply as they are now, as a multiple of earnings, was during the 2008 financial crisis, according to Koyfin data. Indeed, Amazon’s stock is so cheap that it’s trading at a discount to Walmart for the first time ever. Considering that Amazon’s revenue is growing at roughly... Here’s a startling statistic: The last time Amazon shares traded as cheaply as they are now, as a...

Dario Amodei, CEO of Anthropic. Photo by Chance Yeh/Getty Images

Anthropic’s Success Sparks Server Crunch

By Stephanie Palazzolo · Mar 30, 2026 7:00am PDT · 2 comments

Anthropic has gained more than a few new fans in recent months (unless you’re Under Secretary of Defense Emil Michael). Thanks to the strength of its automated coding tools, Anthropic more than doubled its annualized sales to $19 billion during the first two months this year. And it’s closing the revenue gap with larger rival OpenAI.But as the... Anthropic has gained more than a few new fans in recent months (unless you’re Under Secretary of...

Art by Mike Sullivan

Crypto’s Nasty Downturn Is Getting Worse

By Yueqi Yang · Mar 30, 2026 6:00am PDT

Art by Mike Sullivan

Crypto’s Nasty Downturn Is Getting Worse

By Yueqi Yang · Mar 30, 2026 6:00am PDT

The relentless decline in the crypto market is about to hit the six-month mark with no end in sight, prompting companies to cut staff and pivot to businesses such as stock trading and prediction markets. Bitcoin has lost half of its value since peaking early last October at $126,080, with other crypto assets down far more. Monthly trading volume... The relentless decline in the crypto market is about to hit the six-month mark with no end in...

David Paul Morris/Bloomberg via Getty Images.

Uber’s Self-Driving Car Quest

By Martin Peers · Mar 19, 2026 5:00pm PDT

For all the attention Nvidia gets for its relentless pace of new business partnerships, it can’t hold a candle to Uber. The ride-hailing giant seems to be on a quest to go into business with anyone who’s ever thought about developing a self-driving car. On Thursday, it announced a robotaxi deal with Rivian, the electric truck maker that is... For all the attention Nvidia gets for its relentless pace of new business partnerships, it can’t...

Apple CEO Tim Cook. Ludovic Marin/AFP/Getty Images.

Apple’s App Store Rules Are Stuck In Past

By Aaron Tilley · Mar 18, 2026 5:00pm PDT

It may be time for Apple to update the rules for its App Store. As we reported in this story today, app developers making apps that allow vibe coding—AI tools that let people without coding experience create apps easily—have run into delays getting their apps approved. Slowing down that process isn’t a good look for Apple, which has faced plenty... It may be time for Apple to update the rules for its App Store. As we reported in this story...

Artwork by Clark Miller

The Buildout Behind AI Is Shaking Investor Confidence

By The Information Staff · Mar 18, 2026 1:05pm PDT · 1 comment

The buildout required to support next-generation AI is proving far more complex and expensive than many expected. The scramble to secure power and finance large-scale data centers is beginning to influence how investors evaluate the economics of the AI industry. We asked Deep Research to examine how these infrastructure demands are shaping Wall... The buildout required to support next-generation AI is proving far more complex and expensive...

Art by Clark Miller

Coinbase Dives Into AI Agent Payments

By Yueqi Yang · Mar 18, 2026 10:10am PDT

Art by Clark Miller

Coinbase Dives Into AI Agent Payments

By Yueqi Yang · Mar 18, 2026 10:10am PDT

Crypto exchange Coinbase is moving fast to build the infrastructure that allows AI agents to make payments, seeking a lead in the nascent market that could become a battleground for payments firms. Coinbase and Zerohash, a crypto infrastructure startup, are among the companies vying to issue a new stablecoin for Cloudflare that is set to launch... Crypto exchange Coinbase is moving fast to build the infrastructure that allows AI agents to make...

Jensen Huang speaks during a keynote address at the Nvidia GTC. Photo by David Paul Morris/ Getty Images

Nvidia’s Build-A-Claw Workshop

By Rocket Drew · Mar 18, 2026 9:15am PDT

Nvidia’s developer conference has agent fever. On Tuesday, one of the most popular spots at the company’s GTC convention was Nvidia’s “Build-A-Claw” tent, where attendees could try out Nvidia’s newly unveiled NemoClaw, open-source software for creating AI agents based on the popular OpenClaw.Many of the people who stopped by the Build-A-Claw... Nvidia’s developer conference has agent fever. On Tuesday, one of the most popular spots at the...

Sheryl Sandberg, left, and Nick Clegg were named to the Nscale board last week. Photos by Getty

The Information Finance

Nscale Crashes the Big Leagues of Data Center Developers

By Ken Brown · Mar 18, 2026 8:49am PDT · 1 comment

A year ago, CoreWeave looked like AI’s riskiest play. Then last fall, Oracle stepped in front. More recently, Masayoshi Son’s SoftBank, no stranger to big bets, has borrowed its way to the top.This week, though, a new company took the title as riskiest AI firm: Nscale, a company run by a former coal miner that appears to have been independent... A year ago, CoreWeave looked like AI’s riskiest play. Then last fall, Oracle stepped in front....

Fidji Simo, CEO of Applications at OpenAI. David Paul Morris/Bloomberg via Getty Images Message Shane Burke

OpenAI, Musk and Focus

By Martin Peers · Mar 17, 2026 5:00pm PDT

OpenAI has decided the “everything everywhere all at once” strategy isn’t ideal, after all. As we and others reported on Monday night, senior OpenAI executive Fidji Simo told staffers last week that the company needed to “refocus on business customers and cut down on side quests that were becoming a distraction.” (Is that the understatement of... OpenAI has decided the “everything everywhere all at once” strategy isn’t ideal, after all. As we...

Image via Shutterstock

5 Ingenious Hacks That Are Boosting AI Data Centers

By Ann Davis Vaughan · Mar 16, 2026 8:00am PDT

Image via Shutterstock

AI Infrastructure

5 Ingenious Hacks That Are Boosting AI Data Centers

By Ann Davis Vaughan · Mar 16, 2026 8:00am PDT

The frantic rush to power and stand up AI data centers has spurred a range of speed hacks—from building AI tent cities, to firing up jet engines, to taking over abandoned industrial sites. What’s most surprising is all of the different ways the biggest AI data centers have improvised and scrounged to meet the staggering electricity demands of... The frantic rush to power and stand up AI data centers has spurred a range of speed hacks—from...