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Finance & Markets

Situational Awareness’s Mystery Investment Was to Source Foundry

A mystery $400 million investment made by Situational Awareness just days after the hedge fund was on the brink of collapse was to chip manufacturing startup Source Foundry, according to people familiar with the matter.

We haven't written up this one. Bloomberg has the full story — the link below goes straight to it.

Read the original at bloomberg.com →

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Bitcoin’s Quantum Problem Is a Governance Problem

Originally published by InvisibleHill Research . This cross-post preserves the original research cut-off and source list. Quantum computing will not “decrypt Bitcoin.” That phrase is technically wrong and politically distracting.

Editorial illustration

BIP 110 and the Cost of Policing Bitcoin's Block Space

Originally published by InvisibleHill Research . This cross-post preserves the original research cut-off and source list. Research cut-off: July 30, 2026. Miner signaling is a live metric and may have changed after publication. BIP 110 begins with a problem that many Bitcoin users can recognize.