Ai Capex on Digital Asset Radar

Is China Winning the AI Race? DeepSeek's Quiet Takeover

Wed, 22 Jul 2026 14:40:32 +0000

Is China winning the AI race? On the metric that decides which models the world actually builds on — raw usage — the answer as of July 2026 is increasingly yes. Chinese open models now process the majority of traffic on OpenRouter, the largest marketplace developers use to plug into AI systems, and they do it at prices US frontier labs cannot match. But volume is not the same as value, and the gap between those two words is the whole story.

Raoul Pal Supercycle: Why He Sees No Bear Market

Wed, 15 Jul 2026 20:33:43 +0000

The Raoul Pal supercycle thesis argues that the world has entered “the biggest investment cycle in history,” and that the combination of unstoppable AI capital spending, rising liquidity, and a coming surge in productivity makes a normal bear market or recession in 2026, 2027, or 2028 extremely unlikely. In a solo presentation published on July 9, 2026, the Real Vision co-founder lays out why he thinks this cycle is a “phase change,” not another dot-com-style boom and bust.

When Will the AI Bubble Pop? Signs to Watch in 2026

Wed, 15 Jul 2026 07:10:25 +0000

Nobody can say exactly when the AI bubble will pop, but the data points to a trigger that arrives before companies stop spending: the moment enough investors stop believing the story. As of July 2026, the clearest early signs are a hyperscaler pulling back capital expenditure, credit spreads widening, falling AI token prices, and China’s cheap open-source models eroding the profits the whole trade is priced on.