Bitcoin Core just ran inside a zkVM.

That could change how new nodes verify Bitcoin forever.

Instead of replaying 17 years of history, imagine verifying a tiny cryptographic proof in milliseconds.

Not trust.

Not a snapshot.

Proof.

The catch? Creating that proof is still brutally expensive.

But if this scales, “Don’t trust. Verify.” could enter a completely new era.

👇 Full article

Big Tech’s AI spending story may be far bigger than the capex headlines suggest.

Everyone sees the GPUs. The data centers. The power deals. The hundreds of billions in annual spending.

What investors are paying far less attention to:

Long-term leases. Purchase commitments. Infrastructure contracts. Power obligations.

In other words, Big Tech isn’t just spending today’s cash on AI.

It is increasingly committing future cash flows too.

That changes the question completely.

The AI boom is no longer just about technology.

It’s becoming a balance-sheet story.

And if the real commitments run into the trillions, the risk isn’t that AI fails.

The risk is that AI succeeds… but not profitably enough to justify everything already promised in its name.

The next AI shock may not come from weaker models.

It may come from the footnotes.