BlockWest Research
Research: data on AI, markets and digital assets
Original, data-led reports from the BlockWest desk on AI equities, the infrastructure buildout, and the institutional digital asset market. Every figure is sourced and dated, and every report shows its method.
Scorecard · October 2026Crypto and AI policy scorecard, October 2026: Congress stalls, regulators moveWhere 16 crypto and AI policy items stand after the CLARITY Act failed in the Senate: stablecoin rules near the finish line, the SEC and CFTC filling the gap, MiCA in force and AI rules delayed.Scorecard · Q3 2026AI equities scorecard, Q3 2026: megacaps carried a split quarterA 20-stock AI basket rose 7.7% cap-weighted in Q3 2026, but the median stock fell 5.4% as hyperscalers led and AI-hosting miners dropped 30%.Market report · Q1 2024 to Q2 2026The AI capex ledger: hyperscaler spending versus cloud revenue, 2024 to 2026Big Tech capex hit $165B in Q2 2026, 96% of operating cash flow, as 2026 guidance points to $720B or more and bond issuance fills the gap.Tracker · As of October 2026From hashrate to HPC: tracking the bitcoin miner pivot to AI hostingListed bitcoin miners have announced about $126.5 billion of AI and HPC lease value, $80 billion of it in 2026, led by TeraWulf, Hut 8 and Core Scientific.Market report · Q3 2026On-chain dollars and tokenized assets: Q3 2026 market reportStablecoin supply grew 0.7% in Q3 2026 to $311.6B while distributed tokenized RWAs rose 22.8% to $38.6B, led by stocks, credit and gold.