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Shares of CoreWeave tumbled roughly 14% after a Bloomberg report revealed Meta Platforms is developing plans to sell its excess AI computing capacity to outside customers โ a direct threat to CoreWeave's core business. Meta holds a $21B contracted agreement with CRWV, and if hyperscalers start competing for cloud AI customers, the whole neocloud trade gets questioned. Peers Nebius $NBIS and IREN got hit hard too. Not financial advice. Do you think this Meta move permanently breaks the CoreWeave bull thesis?
The Ethereum Foundation laid off 54 employees โ about 20% of its roughly 270-person team โ and slashed its 2026 operating budget by 40%, reorganizing into five leaner protocol clusters. Co-founder Vitalik Buterin is targeting a long-term 5% annual spend rate from treasury assets by 2030, down from roughly 15% today. Nine senior leaders have left the EF since January 2026. Not financial advice. Does a leaner Ethereum Foundation make ETH stronger or leave it more vulnerable?