infrastructure

Securitize

2026-08-20 10:03:20

Securitize hits $4.3 billion in tokenized assets, but quarterly revenue slips and adjusted EBITDA turns negative

Securitize’s first quarterly earnings report since listing showed a sharp disconnect between platform scale and financial performance. Average tokenized assets under management rose to a record $4.3 billion, up 16% from a year earlier, while transaction volume jumped 147% to $5.3 billion. Yet total revenue fell 5% year over year to $14.4 million, tokenization revenue dropped about 12% to $7.8 million, and adjusted EBITDA swung to a $5.5 million loss. Chief Financial Officer Francisco Flores said revenue tied directly to assets under management remains minimal and that most platform transaction volume is still not monetized. He added that most tokenization revenue continues to come from onboarding new protocols and expanding business relationships, while asset servicing revenue rose 3% to $6.6 million. The results have drawn attention to a broader issue in the tokenization sector: moving more assets on-chain does not automatically create recurring, scalable revenue. Comments cited in the report from Brickken CEO Edwin Mata and Moon Pursuit Capital founder Utkarsh Ahuja point to the same concern. The market has shown that institutions are willing to tokenize real-world assets, but the underlying infrastructure business model is now facing closer scrutiny, especially around revenue quality, retention, margin improvement, and long-term monetization.

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Policy Regula

2026-08-20 08:38:23

RootData: Nearly Half of Crypto Projects Raised No More Than $5 Million Over Four Years

RootData data shows that 1,617 out of 3,244 crypto projects with funding records spanning no more than four years and with verifiable fundraising amounts raised no more than $5 million in total, accounting for 49.8% of the sample. The median amount raised by this group was $2.5 million, and about 96% recorded only a single funding round. By sector, DeFi, infrastructure and gaming projects made up a combined 59.2%, with smaller fundraising rounds mainly flowing to protocol development, core technology and consumer-facing applications. At the same time, about one-quarter of the sampled projects have already ceased operations. The dataset also showed investor participation was higher than the market’s usual perception of “small projects.” Identifiable investor records were available for 92.9% of the sample, while 83.5% disclosed at least two investors. Animoca Brands, Shima Capital and Big Brain Holdings were involved in 84, 69 and 67 projects, respectively. Separately, the U.S. Securities and Exchange Commission formally proposed the Regulation Crypto Assets framework on Aug. 18. The proposal would create two issuance exemption tiers, including a cap of $5 million over four years and up to $75 million in any 12-month period for larger raises, subject to financial statements and ongoing reporting obligations.

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SOL Strategie

2026-08-12 19:30:11

SOL Strategies rolls out open-source high-availability tool for Solana validators

Infrastructure company SOL Strategies has launched solana-validator-ha, an open-source tool built to improve uptime for Solana validators. According to the Techub News digest, the tool uses Solana’s gossip protocol to enable automatic failover and targets 99.99% annual uptime. If a primary node fails, the system can switch traffic to a backup node automatically. The tool also supports multi-node cluster setups and includes leaderless detection and self-healing functions, features aimed at reducing disruption when validator infrastructure runs into problems. In addition to the new release, SOL Strategies is also maintaining a companion failover tool for planned maintenance. Together, the tools are positioned as a broader validator lifecycle management solution for operators. The item cited CryptoBriefing as the source.

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Bank of Ameri

2026-08-12 16:10:45

Bank of America Announces $250B Infrastructure Investment Plan

BlockBeats reported on August 13 that Bank of America announced a $250 billion infrastructure investment plan. The bank pledged to deploy the capital across critical U.S. infrastructure over the next year. The plan covers data centers and computing capacity, renewable energy generation, energy storage, natural gas, transmission networks, and critical minerals and mining. Bank of America said the goals are to support energy security, employment growth, and economic competitiveness. The investment plan was announced Wednesday. It spans both digital infrastructure and energy assets, with natural gas and transmission networks included alongside renewable power and storage. Critical minerals and mining are also included as part of the plan. The total commitment is $250 billion and the announced time frame is one year. The sectors named in the plan fall across computing, electricity generation, grid delivery, and resource extraction. These are all listed in the announcement as target areas for the planned investment. According to BlockBeats, the bank set out the plan on August 13, with the full amount directed to critical infrastructure in the United States.

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Bank of Ameri

2026-08-12 15:56:54

Bank of America Announces $250B U.S. Infrastructure Investment Plan

According to Fortune, as relayed by ChainCatcher, Bank of America announced on Wednesday a $250 billion infrastructure investment plan. The bank promised to invest the funds across critical U.S. infrastructure within the next twelve months. The plan encompasses data centers and computing capacity, renewable energy generation, energy storage, natural gas, electricity transmission networks, and critical minerals and mining. These areas span digital, energy, and resource sectors. The stated objectives are to support energy security, boost job growth, and enhance economic competitiveness. The investment will be directed to infrastructure considered critical to the United States. The plan covers traditional energy as well as clean energy, and also includes mining for key minerals. The timeframe is one year. The total amount is $250 billion. This is a major capital commitment announced by the bank on Wednesday. The news was reported by Fortune and relayed by ChainCatcher.

1550

Goldman Sachs

2026-08-12 06:58:46

Goldman Sachs' Peter Callahan Says Software AI Narrative Is Shifting

Goldman Sachs' TMT trading specialist Peter Callahan said on August 12 that the AI narrative within the software sector is shifting after the latest earnings season. While the market previously feared generative AI would erode traditional software companies' moats, data infrastructure and developer tools companies are now seeing the pendulum swing from "AI headwinds" to "AI tailwinds." Firms including Cloudflare, Palantir, Datadog, Twilio, and Atlassian have drawn more attention, while traditional SaaS application vendors still need to prove they can establish a similarly clear AI-beneficiary logic. Callahan attributed the change to AI commercialization extending from model training into inference, agents, and automation applications. Cloudflare disclosed that non-human traffic has surpassed human traffic and projected that machine-generated web requests will keep growing rapidly if current trends hold. The implication is that AI is not necessarily just a replacement for software companies; platforms carrying data, APIs, web traffic, security, and developer tools may see growing agent counts and call frequencies become new demand sources. The software sector is now showing clear divergence: whether AI is a tailwind increasingly depends on whether a company sits in the application or infrastructure layer, and whether it can directly monetize AI-related traffic growth. (Source: BlockBeats, Jinshi)

2070

Web3

2026-08-11 12:36:00

More than 300 Web3 projects have gone under in roughly 600 days, with at least 78 funded teams shut down

A Foresight News review of public disclosures found that since the start of 2025, at least 78 Web3 projects that had each raised more than $1.5 million have announced closures. Among 69 projects with confirmed funding data, total capital raised exceeded $900 million. If smaller teams that never secured institutional backing but quietly disappeared are included, the total number of failed projects rises well above 300. The report says closures have accelerated rather than eased. In a tracked group of 75 projects, 37 shut down in 2025, while 41 had already closed by the halfway mark of 2026. Seventeen closures were recorded in the second quarter of 2026 alone, the highest quarterly figure in the current shakeout. Lack of funding was the leading cause, affecting 31 projects, followed by weak market demand, which accounted for 17 closures. DeFi was the hardest-hit segment, but gaming, NFT, metaverse, Layer 1, Layer 2 and infrastructure projects also saw heavy attrition. The report argues that large venture rounds did not protect teams from failure and points instead to a market that now demands real revenue, real usage and sustainable business models rather than narrative alone.

2020

Morgan Stanle

2026-08-10 20:47:45

Morgan Stanley Unveils $1.5T US Innovation Infrastructure Initiative

Morgan Stanley has unveiled its US Innovation Infrastructure Initiative, a plan to drive roughly $1.5 trillion in capital raising and investment over the next decade to support US economic growth. The initiative targets strategic fields including artificial intelligence, quantum technology and semiconductors, along with digital and physical infrastructure.

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