
Alternative Investments
TeraWulf's $19 Billion Anthropic Lease: What the Bitcoin-Miner-to-AI Pivot Really Signals
According to TeraWulf's 8-K filing , the Bitcoin miner signed a 20-year lease with Anthropic PBC worth roughly $19 billion, turning a coal-country power site in Hawesville, Kentucky into what will...
Jeff Barnes, MBA··8 min read

Alternative Investments
CPP Investments Bets $741M on India Data Centers: What Pension Funds Know That You Don't
Canada's largest pension fund just made its biggest single India bet. CPP Investments committed ₹70 billion, roughly $741 million USD, to CtrlS Datacenters, taking an 8.2% equity stake and a 48% posit
Jeff Barnes, MBA··10 min read

Venture Capital
Crusoe's $1.38B Series E: What AI Compute Infrastructure Means for Accredited Investors
Crusoe, the vertically integrated AI compute company, closed an initial tranche of its $1.375 billion Series E round on October 24, 2025 , pushing the company's valuation above $10 billion and
Jeff Barnes, MBA··7 min read