Stargate's $500B AI project is real — just not on the original timeline.

This week we break down what's actually being built, where the bottlenecks are, and why the Abilene expansion just got cancelled. Plus stablecoins hit $9 trillion in annual processing volume and Y Combinator starts paying founders in USDC.

European PE is quietly rotating into logistics and mid-cap buyouts while AI capex bills keep rising.

And VC? Getting selective in the best possible way.

The Weekly Wrap — verified signals from tech, AI, crypto, fintech, and private equity.

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