#capital-markets-infrastructure
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jessefelder.com
‘Alphabet’s surprise $80 billion sale of equity to fund spending on artificial intelligence infrastructure is expected to become the biggest equity capital markets transaction of all time.’ www.bloomberg.com/news/article...
June 2, 2026 at 5:27 PM
wsj.com
The build-out of AI infrastructure is costing a fortune, straining companies and capital markets, writes the WSJ’s Greg Ip.
The AI Boom’s Hidden Risk to the Economy
The build-out of artificial-intelligence infrastructure is costing a fortune, straining companies and capital markets.
on.wsj.com
August 3, 2025 at 7:05 PM
kyivpost.com
Ukraine signed a new deal with EBRD to build capital market infrastructure, including a new stock exchange and post-trade reform. It’s the fourth such promise since 2017 — will this one finally bring real change?

www.kyivpost.com/post/56311
Ukraine Promises to Create Capital Markets Infrastructure – Again
At the Ukraine Recovery Conference, its economic representatives signed a memorandum with EBRD to create capital markets infrastructure to support the country’s recovery process.
www.kyivpost.com
July 15, 2025 at 8:41 AM
feed-ops.bsky.social
Regulator Imposes $150m Capital Charge on ASX
Regulator Imposes $150m Capital Charge on ASX - Markets Media
Exchange exec cites a necessary reset to ensure delivery of resilient market infrastructure for Australia.
www.marketsmedia.com
December 16, 2025 at 8:37 AM
advaitarun.bsky.social
Today's new @publicenterprise.bsky.social report is a comprehensive analysis of the capital structure of the entire AI sector: data center real estate, GPU markets, private credit, you name it.

It's also a financial risk management framework for policymakers!

publicenterprise.org/report/bubbl...
Bubble or Nothing
Policymakers concerned about the deployment of clean energy and compute-focused infrastructure over the long term need a framework for managing the uncertainty in the AI sector's investment landscape—...
publicenterprise.org
November 12, 2025 at 1:34 PM
farzado.bsky.social
New @kiel.institute Policy Brief (with @filpet4.bsky.social): How are capital markets reacting to Germany's proposed €500bn infrastructure investment + defense spending boost? Surging Bund yields reflect growth optimism, not default concerns -- in contrast to the UK's 2022 Truss episode.
In Merz We Truss: Financial Market Reaction to Germany’s Fiscal Package | Kiel InstituteMenu
• This study analyzes capital market reactions to Germany’s recent announcement of loosening fiscal restrictions for defense and state-level spending, while establishing a €500 billion infrastructure ...
www.ifw-kiel.de
March 7, 2025 at 12:46 PM
texasobserver.org
Tapachula, a city of 400k, has emerged as a bustling Ground Zero for migrants and refugees from around the world. The influx and containment strains infrastructure, refugee services and job markets, as new arrivals struggle to figure out their next steps.
Mexico’s Deportation Capital
Tapachula, five miles from Mexico’s border with Guatemala, has become a principal destination for the world’s deportees. And in a cruel twist, even Mexicans expelled from the United States have found…
www.texasobserver.org
September 25, 2026 at 10:00 PM
cameron.stream
My predictions about AI:

- massive unemployment
- serious civil unrest
- extreme capital concentration
- persistently volatile asset markets
- high productivity in wealthy countries with white collar work
- significant infrastructure investments in compute
- world war 3
February 23, 2026 at 7:46 AM
sallyjenx.bsky.social
I've been wondering about this. www.wsj.com/economy/the-...
The AI Boom’s Hidden Risk to the Economy
The build-out of artificial-intelligence infrastructure is costing a fortune, straining companies and capital markets.
www.wsj.com
August 3, 2025 at 12:12 PM
bloomberg.com
Indian investors seem to have regained their appetite for infrastructure and engineering goods shares over the past week. Read for free with your email on what else could move markets today
Indian Capital Goods Stocks Regain Investor Favor
Before the trading day starts we bring you a digest of the key news and events that are likely to move markets. Today we look at:
www.bloomberg.com
December 2, 2024 at 3:17 AM
hilltimes.com
Opinion: Canada and Europe: a natural partnership for a changing world

www.hilltimes.com/2026/09/21/c...
Canada and Europe: a natural partnership for a changing world - The Hill Times
Closer ties with the EU can help us diversify our markets, strengthen our climate policies, and direct capital toward the technologies and infrastructure that will define the next economy.
www.hilltimes.com
September 22, 2026 at 10:44 PM
sandertordoir.bsky.social
The bloc needs a more integrated tech strategy that prioritises cloud infrastructure and AI alike; reforms capital markets to unlock private investment; and addresses structural barriers that limit firm size, and regulatory overreach that stifles innovation.

9/
May 8, 2025 at 9:18 AM
haskar-cryptomedia.bsky.social
HIFI Raises $37M to Expand Stablecoin and Tokenized Market Infrastructure

HIFI, a financial infrastructure company, secures $37 million in Series A funding to enhance stablecoin payments and tokenized capital markets.

📎 newsbtc
#HASKAR #stablecoin #tech #bullish
HIFI Raises $37M to Expand Stablecoin and Tokenized Market Infrastructure
September 26, 2026 at 4:26 AM
stlouisishome.bsky.social
Nothing about any of this is sustainable. Nothing.

Gift link: www.wsj.com/economy/the-...
The AI Boom’s Hidden Risk to the Economy
The build-out of artificial-intelligence infrastructure is costing a fortune, straining companies and capital markets.
www.wsj.com
August 3, 2025 at 2:27 PM
financialtimes.com
Europe’s AI ambitions are running into a markets plumbing problem ft.trib.al/2yDXe1D | opinion
Europe’s AI ambitions are running into a markets plumbing problem
The region lacks the depth of long-dated investment capital needed to fund required energy infrastructure
ft.trib.al
January 19, 2026 at 5:39 AM
smtuffy.bsky.social
The real engine to US capital markets efficiency and strength is its quasi-state utility post-trade infrastructure. <send tweet>
June 3, 2026 at 2:58 PM
miatone.bsky.social
This caught my attention today: HIFI raises $37 million Series A to expand tokenized capital markets infrastructure

www.paribu.com/markets
September 26, 2026 at 11:00 PM
bloomberg.com
The UK Treasury has chosen HSBC’s blockchain platform for the pilot issuance of the country’s digital gilt instruments, as part of plans to update the nation’s capital markets infrastructure
UK’s Digital Bonds to Be Issued Using HSBC Blockchain Platform
The UK Treasury has chosen HSBC Holdings Plc’s blockchain platform for the pilot issuance of the country’s digital gilt instruments, as part of plans to update the nation’s capital markets infrastructure.
bloom.bg
February 12, 2026 at 8:08 AM
cnbc.com
The race to build data centers is reshaping power grids, construction markets and corporate capital spending on Earth. Now, some of the biggest names in technology and space want to move part of that infrastructure into orbit.

Read more: cnb.cx/45XlODQ
August 14, 2026 at 9:00 PM
quincunctial.bsky.social
The fortunes were made by free riding on an enormous pre-existing infrastructure of transparent capital markets, reliable corporate law, and free exchange of information without personal risk.

They’ve broken the foundation of their fortunes. Their estates will have to cover the damages.
joshtpm.bsky.social Josh Marshall @joshtpm.bsky.social · Mar 20
When Team Democracy is back in charge it will be critical to remember what the billionaires did to this country when it was defenseless.
March 20, 2025 at 2:36 PM
stanfordpress.bsky.social
When Egypt's markets opened to private capital in the 1840s, a new infrastructure of commercial laws & institutions emerged. How Commerce Became Legal by @omarcheta.bsky.social considers how modern laws redefined the commercial sphere, shaping a mode of market governance

www.sup.org/books/middle...
Book cover of How Commerce Became Legal: Merchants and Market Governance in Nineteenth-Century Egypt Omar by Youssef Cheta
September 30, 2025 at 10:36 PM
gregk.co.uk
That was the literal pitch: Knock this country over and I will roll over the corpse and let international capital pick it clean. And I will restore respect for the rule of law and human rights – by partnering with Gulf States
The privatization blueprint At the core of Machado’s plan is a rapid and transparent privatization process. She estimates that more than 500 enterprises were “taken by the regime, confiscated, destroyed, but the infrastructure is there. She pledged strict oversight and rule of law from “day one,” aiming to lure investors back with stability and fiscal incentives. She pledged open markets and an approach that would be “absolutely strict” in terms of rule of law and transparency, reminding Brady that Venezuela is currently in last place in terms of rule of law. To take one example, the World Justice Project recently ranked Venezuela number 142, out of 142 countries. She also pointed out that Venezuela has the largest oil reserves in the world and the eighth natural gas reserve in the world, “but currently our people don’t even have gas even to cook. That’s a disaster.” Bloomberg reported in December 2024 that Venezuelans were turning to firewood and even their own furniture to cook after an explosion at a propane plant wiped out most of the country’s transmission. “The socialist system has rotted,” she said. Restoring the oil and gas sectors, she added, will demand both foreign capital and the return of Venezuela’s diaspora. “Our human talent, our people, our diaspora … is willing to come back as soon as Venezuela goes to work hard.” Call to investors and allies Machado said she would welcome responsible private investment from “all over the world”—including the United States, Europe, China, and the Middle East—provided all projects adhere to transparency and fair competition. Speaking from Riyadh, she signaled strong interest in partnerships with Gulf nations.
January 3, 2026 at 10:11 AM
shanley.com
That means: Monopoly on venture capital.

And they are aiming for that target at warp speed.
All of this means that great companies simply need to raise a lot more capital than they did before. Venture capital exists to invest in new markets. What we’ve learned, over and over again, is that in the long run new markets are always much larger than we anticipate. The private markets have matured enough to support the very best companies at unprecedented scale—just look at the liquidity available to top private companies today—and both private and public market investors now believe in venture outcomes being extraordinarily large. We have continually misjudged how large VC as an asset class can and should be, and venture is scaling to catch up with this reality—as well as the opportunity set. The new world demands flying cars, global satellite grids, abundant energy, and intelligence too cheap to meter. The reality is that many of the best companies today are capital-intensive. OpenAI needs to spend billions on GPUs—more computing infrastructure than anyone else can imagine securing. Periodic Labs needs to construct automated laboratories for scientific innovation at unprecedented scale. Anduril needs to build the future of defense. And all of them need to hire and retain the best people in the world, in the most competitive talent market in history. The new guard of massive winners—OpenAI, Anthropic, xAI, Anduril, Waymo, etc.—were capital-intensive and raised big initial rounds at high valuations. Modern tech companies routinely require hundreds of millions in capital because the infrastructure required to build world-changing frontier technology is just so expensive. In the dotcom era, a “startup” was entering an empty field, anticipating demand from consumers still waiting for their dial-up to connect. Today, startups enter an economy shaped by three decades of technology giants. Fighting for Little Tech means that you have to be ready to arm David against a handful of Goliaths. Companies in 2021 were definitely over-funded, with a larger share of dollars going into sales and marketing to sell products that weren’t 10x better. But today the money is going into R&D or capex. So the winners are far bigger than they used to be, and they need to raise much more money than they used to, often out of the gate. So of course the venture industry has to be much bigger to meet that need. That scaling makes sense, given the size of the opportunity set. If VC was too big for the opportunities in which venture capitalists are investing, we would expect to see the largest firms see bad returns. But we haven’t seen that at all. During the same time of expansion, the top venture firms have repeatedly returned extremely strong multiples—as have the LPs who’ve been able to enter them. A famous venture capitalist used to say that you could never have a 3x return on a $1 billion fund: it was just too big. Since then, certain firms have more than 10xed a $1 billion fund. Some people point to the lower-performing firms to indict the asset class, but any power-law industry is going to have massive winners and a long tail of losers. The ability to win deals without having to win on price is why firms can have persistent returns. In other major asset classes, people sell to or take a loan from the highest bidder. But VC is the canonical asset class where you compete on other dimensions besides price. VC is the only asset class with meaningful persistence of firms in the top decile
February 22, 2026 at 5:16 PM
financialtimes.com
KKR and Capital Group seek to lure investors to private markets with new funds

https://www.ft.com/content/f9698096-5edc-4445-be77-d9dcfff31926
KKR and Capital Group seek to lure investors to private markets with new funds
Strategies will span loans, corporate buyouts, and infrastructure and property deals
www.ft.com
April 29, 2025 at 4:13 AM
davidgoodtrouble.bsky.social
Melania at the Rose Garden today: “The greatest achievement and investment America can make is not in technology, infrastructure or capital markets, it is our children.” And went to hold her pedo husband’s hand!
August 21, 2026 at 3:32 AM