Big fundraising deals did not take a pause for summer this week. In the U.S., the largest financings went to enterprise software company NinjaOne and blockchain technology provider Digital Asset. The largest deals of the week, however, were for European companies, with Germany's Neura Robotics pulling in $1.4 billion and Finnish space tech company Iceye landing $520 million. 1. NinjaOne, $400M, enterprise software: NinjaOne, provider of an IT operations and endpoint management platform, raised over $400 million in Series C extension funding at a $12.3 billion valuation. The Austin-based company said it grew revenue over 70% in 2025 and posted a profit in the first quarter of this year. 2. Digital Asset, $355M, blockchain technology: Digital Asset, a provider of blockchain technology geared for financial institutions, secured $355 million in a later-stage financing led by Andreessen Horowitz's crypto fund, a16z crypto. Founded in 2014, the New York-based company has raised at least $847 million in known funding to date, per Crunchbase data....

Meanwhile, Anthropic filed confidentially on June 1 at a $965 billion valuation, and OpenAI followed on June 8, eyeing a fall listing. After four years of a venture liquidity drought, the read across the industry is simple: the IPO window is finally open again. Bloomberg reported last week that with brokerage cash balances low, retail investors may have to sell existing holdings to fund their SpaceX orders, with Tesla and Bitcoin the most likely sources, and SpaceX is reserving as much as 30% of the deal, roughly $22.5 billion, for that same risk-on crowd. Crypto's own IPO pipeline stalled this year as capital rotated toward AI. These three companies could very well be the entire 2026 IPO class. Put together, this points to a concentration event rather than a broad reopening. A small number of funds and pre-IPO sellers get liquidity, three tickers absorb the available capital and attention, and the rest of the queue waits. If you run an early-stage company, the window reopening for SpaceX does very little for you directly....

' Hey, Linas here! Welcome back to a ' weekly free edition ' of my daily newsletter. Each day, I focus on 3 stories that are making a difference in the financial technology space. Coupled with things worth watching & most important money movements, it's the only newsletter you need for all things when Finance meets Tech. He Got Fired From OpenAI at 22. Then He Turned $225M Into $5.5B by Betting on the AI Infrastructure No One Else Was Watching ' [Inside Leopold Aschenbrenner's Situational Awareness Fund: the AGI investment thesis, the full portfolio breakdown, and the framework any investor, entrepreneur, or operator can steal right now] Turn ChatGPT Images 2.0 & Claude Design Into Your Chief Designer ' [How to build a Brand Identity, Design System, and Product Prototype in hours - without a designer. It's the best 2026 workflow for FinTech & AI founders who need institutional-grade design fast] Anthropic stopped selling AI to Wall Street and started becoming Wall Street's Operating System '' [what the 10 finance AI agents actually do, why FactSet dropped 8.1% the same day, what the FIS infrastructure deal and $1.5B Blackstone/Goldman JV mean for distribution & what to expect next + bonus Guide on Claude Managed Agents, Claude Code Routines, & How to Build Your First AI Agent from Sratch inside]...

Good morning & happy Thursday! Today we're diving into banking giant Citi and its AI strategy (AI Avatar Citi Sky, Arc Platform, how it stacks against AI initiatives from other major banks, and why it might be impossible to outrun FinTech competitors + bonus deep dive into Revolut's AI Model for Money & how Anthropic is building Wall Street's AI operating system inside), and why crypto's smartest VC money is now betting on AI & AI Agent Infra (what Paradigm & Haun Ventures' recent funds tell us, and how founders & investors should be thinking about this + bonus dive into Anthropic that literally just told founders what AI products to build in 2026 & how I built an AI OS to run a startup with Claude). So let's jump straight into the interesting stuff '' The news '' Banking giant Citi C 0.00%' just put an AI advisor in a blue blazer on screen for its wealthiest clients. All while the bank's Q1 2026 was its best quarter in a decade, with $24.6 billion in revenue, net income up 42%, and AI tools already saving 100,000 developer hours per week. Not too shabby!...