What to Know: Ark Invest predicts a massive, multi-year capital spending boom 
from tech giants building out AI&#8217;s foundational infrastructure. This 
infrastructure surge is set to enable a new generation of specialized apps, 
with the creator economy being a prime beneficiary. SUBBD Token aims to solve 
creator problems like high fees and censorship by integrating AI tools with 
Web3 monetization. The market is showing strong early interest, with the SUBBD 
presale raising over $1.4M from investors. Cathie Wood’s Ark Invest is once 
again sounding the alarm on a technological revolution, this time forecasting 
a multi-year capital expenditure (CapEx) boom driven by artificial 
intelligence. The thesis is simple but profound: the world&#8217;s largest tech 
companies, from Amazon and Google to Meta and Microsoft, are just beginning an 
unprecedented investment cycle into the core infrastructure that powers AI. 
This isn&#8217;t just about buying more servers. It&#8217;s a fundamental re-architecting 
of the digital world, with hundreds of billions pouring into data centers, 
custom silicon, and GPU fleets. But what does most coverage miss? The second- 
order effects. This massive infrastructure build-out isn&#8217;t just for enterprise 
cloud services; it&#8217;s the foundation for a new generation of consumer-facing AI 
applications. As compute power gets more accessible and models more 
sophisticated, the benefits will cascade down to specialized industries. One 
of the first and most fertile grounds for this disruption is the $191B content 
creator economy. Sound familiar? For years, creators have been at the mercy of 
centralized platforms, battling exorbitant fees, opaque algorithms, and sudden 
de-platforming. This is the exact environment where decentralized, AI-powered 
solutions are poised to thrive. This macroeconomic tailwind is drawing smart 
money toward niche tokens that integrate AI directly into their utility. The 
data points to a growing appetite for platforms that don&#8217;t just use AI as a 
buzzword but as a core functional component. In this environment, projects 
designed to empower individual users and creators are gaining serious 
traction, SUBBD Token ($SUBBD) being the most prominent and promising of them. 
Read more about SUBBD Token here. SUBBD Harnesses AI to Empower the Next Wave 
of Creators Let&#8217;s be honest: the creator economy is fundamentally broken. 
Platforms can skim up to 70% of a creator&#8217;s earnings, enforce arbitrary 
content policies, and offer a fragmented, inefficient toolkit. SUBBD Token 
($SUBBD) tackles this head-on by merging a Web3 framework with a powerful, 
integrated AI suite. It’s designed as the all-in-one ecosystem that Ark’s 
CapEx prediction implicitly enables. This matters because creators need more 
than just a place to post content; they need tools to scale. SUBBD provides 
this through features that were, until recently, the domain of large studios. 
Its AI Personal Assistant can automate fan interactions and manage 
communities, while AI Voice Cloning and AI Influencer Creation open up 
entirely new monetization avenues. Imagine a creator generating promotional 
content in their own voice without ever stepping into a studio, or launching a 
virtual counterpart to engage with fans 24/7. This is the exact application 
layer the AI infrastructure boom is being built for. Beyond the AI tools, 
SUBBD leverages a decentralized Web3 architecture. This means lower fees, 
censorship resistance, and direct creator-to-fan payment channels via crypto. 
By using token-gated access and NFT sales, creators regain full control over 
their content and revenue streams. The risk, of course, is in execution and 
user adoption, but the model itself directly answers the industry&#8217;s most 
pressing pain points. Explore the SUBBD Token presale here. Early Backers Fuel 
SUBBD&#8217;s Vision as Presale Crosses $1.4M Frankly, the market appears to be 
validating SUBBD&#8217;s approach. The project&#8217;s presale has already attracted 
significant early-stage interest, raising $1.47M with tokens currently priced 
at $0.057495. This level of fundraising suggests strong confidence in the 
team&#8217;s vision to fix the creator economy&#8217;s inefficiencies. For participants, 
the value proposition extends beyond the platform&#8217;s utility. SUBBD is offering 
a staking program with a fixed 20% APY for the first year. This mechanism 
isn&#8217;t just about rewarding early supporters; it&#8217;s designed to foster a stable 
and engaged community from day one. Stakers get access to exclusive content, 
behind-the-scenes drops, and other VIP benefits, creating a self-reinforcing 
ecosystem of creators and their most dedicated fans. History suggests that 
during major technological shifts, the projects providing tangible tools for 
real problems tend to outperform. While the macro narrative is focused on the 
giants building the infrastructure, the real opportunity may lie in the 
application-layer protocols positioned to use it. If Ark&#8217;s prediction of a 
prolonged CapEx surge proves correct, SUBBD Token ($SUBBD) is building the 
exact kind of platform that stands to benefit directly from the explosion in 
AI accessibility. Buy $SUBBD here. Disclaimer: This article does not 
constitute financial advice. The cryptocurrency market is highly volatile, and 
you should always conduct your own research before investing.

Ark Invest’s AI Thesis Sparks CapEx Boom Prediction, Spotlighting a New Wave of AI-Crypto Tokens

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Crypto market maker Wintermute published a detailed market update on Tuesday 
via X (previously Twitter), offering a comprehensive breakdown of Bitcoin’s 
(BTC) recent collapse, who was behind the selling pressure, and what 
conditions must change for a meaningful recovery to take hold. Wintermute 
Details Brutal Bitcoin Crash The firm described the past week as exceptionally 
severe for Bitcoin. Prices fell below $80,000 for the first time since April 
2025 and continued sliding to around $60,000 before stabilizing in the low 
$70,000 range by the weekend. According to Wintermute, the decline erased all 
of Bitcoin’s gains that followed Donald Trump’s election victory in November 
2024, accompanied by widespread liquidations. Related Reading: Bernstein Calls 
Bitcoin Crash A ‘Crisis Of Confidence,’ Maintains $150,000 Target More than 
$2.7 billion in leveraged positions were wiped out as months of range‑bound 
trading encouraged excessive leverage that ultimately unraveled. Wintermute 
also pointed to the growing influence of Bitcoin exchange‑traded funds (ETFs) 
on price action, noting that BlackRock’s IBIT ETF alone saw more than $10 
billion in notional trading volume on Thursday. Wintermute identified three 
major catalysts that struck the market at the same time. The first was the 
January 30 nomination of Kevin Warsh as Federal Reserve (Fed) Chair, which 
altered expectations around monetary policy. The second was a wave of 
disappointing earnings from large technology firms, highlighted by Microsoft 
shares dropping 10%. The third was a dramatic reversal in precious metals, 
where silver plunged 40% in just three days after briefly reaching $121. The 
Key Conditions For BTC’s Next Recovery Data from spot markets suggest that 
selling pressure was structural rather than isolated. The Coinbase premium 
remained in negative territory throughout the decline, a pattern that has 
persisted since December and signals sustained selling by US investors. 
Wintermute said its internal over‑the‑counter (OTC) flow data confirmed that 
US counterparties were heavy sellers throughout the week, a trend that was 
reinforced by ongoing ETF redemptions. Institutional demand, which had 
supported prices earlier in the cycle, has largely faded. Since November, spot 
Bitcoin ETFs have recorded approximately $6.2 billion in cumulative net 
outflows, representing the longest continuous stretch of redemptions since 
these products launched. Wintermute explained that when ETF sponsors are 
forced to sell spot Bitcoin into falling markets, it creates a negative 
feedback loop that amplifies downside pressure. The firm also highlighted 
growing fragility in derivatives markets. IBIT and Deribit together now 
account for half of the crypto options market. Wintermute said the sharp 
sell‑off reflected investor complacency after periods of low volatility and 
sideways trading, which left positioning vulnerable once prices began to move. 
Related Reading: Strategy Expands Bitcoin Holdings With $90M Purchase, Bitmine 
Follows With ETH Beyond crypto‑specific factors, Wintermute argued that the 
broader investment landscape has been dominated by artificial intelligence. 
The firm pointed to a viral chart showing Bitcoin’s performance closely 
mirroring software stocks in the S&amp;P 500. According to Wintermute, the more 
important takeaway is that AI has been absorbing a disproportionate share of 
global capital, often at the expense of other asset classes, including crypto. 
Looking ahead, Wintermute expects a period of uneven and volatile price 
discovery. The firm said it is difficult to envision a sustained rally unless 
several conditions align: the Coinbase premium turning positive, ETF flows 
reversing back into inflows, and basis rates in derivatives markets 
stabilizing. Featured image from OpenArt, chart from TradingView.com

These Three Catalysts Could Spark Bitcoin’s Next Rally, According To Wintermute

Franklin Templeton is letting institutions pledge tokenized money market fund 
shares as collateral for trading on Binance, while keeping the fund assets in 
off‑exchange custody.

Franklin Templeton, Binance allow tokenized MMFs as off-exchange collateral

Goldman Sachs has renewed institutional focus on XRP after disclosing a $153 
million investment in XRP ETFs, alongside major allocations to Bitcoin, 
Ethereum, and Solana. Goldman Sachs’ XRP exposure draws attention The 
disclosure, highlighted by journalist Eleanor Terrett, places the…

Cryptocurrency price in AUD