Reading List

The most recent articles from a list of feeds I subscribe to.

Chinese investors are using tokenized stocks bought with stablecoins like USDT to bypass Beijing's capital controls and mimic bets on hot US IPOs like SpaceX (Financial Times)

Financial Times:
Chinese investors are using tokenized stocks bought with stablecoins like USDT to bypass Beijing's capital controls and mimic bets on hot US IPOs like SpaceX  —  Manoeuvres highlight the lengths traders are willing to go to get exposure to hot western investments despite risks

ASML's stock is up 64% YTD, but trails the broader US chip sector as the industry focuses spending on processes outside of lithography like advanced packaging (Bloomberg)

Bloomberg:
ASML's stock is up 64% YTD, but trails the broader US chip sector as the industry focuses spending on processes outside of lithography like advanced packaging  —  ASML Holding NV's ascent to fresh record highs has been a highlight for European markets, yet it's done little to improve …

Sources: the ECB temporarily barred Revolut from releasing new products in the European Economic Area last summer until the company had rectified "deficiencies" (Financial Times)

Financial Times:
Sources: the ECB temporarily barred Revolut from releasing new products in the European Economic Area last summer until the company had rectified “deficiencies”  —  Europe's most valuable fintech was ordered to address ‘deficiencies’ in oversight with staff encouraged to rapidly launch new financial products

Sources: OpenAI is in advanced talks to lease a proposed 10GW data center campus in Ohio as part of a deal that could include financial backing from Nvidia (Anissa Gardizy/The Information)

Anissa Gardizy / The Information:
Sources: OpenAI is in advanced talks to lease a proposed 10GW data center campus in Ohio as part of a deal that could include financial backing from Nvidia  —  OpenAI is in advanced negotiations to lease a proposed 10 gigawatt data center campus on federal land in Ohio as part of a deal …

Nintendo's shares fell as much as 8.2% Wednesday morning in Tokyo after its 2026 Game Showcase came up short on new titles from major franchises such as Mario (Takashi Mochizuki/Bloomberg)

Takashi Mochizuki / Bloomberg:
Nintendo's shares fell as much as 8.2% Wednesday morning in Tokyo after its 2026 Game Showcase came up short on new titles from major franchises such as Mario  —  Nintendo Co.'s shares fell by the most in a month after the game maker's presentation of upcoming games came up short on brand …