Recent Policy and Funding Developments Signal Growing Deployment of Small Modular Reactors (SMRs) in US, UK, and Europe Over the past 72 hours, policy updates and project progress reports indicate increased regulatory and governmental support for SMR deployment, with notable moves in the US, UK, and Canada. These developments reflect
AI-driven Electricity Demand and Infrastructure Financing Surge in Q4 2025 Recent OSINT indicates a significant increase in private infrastructure investment, driven by digital infrastructure and renewable sectors, alongside a surge in data center CapEx and debt financing, highlighting ongoing grid modernization and AI infrastructure expansion during Q4 2025. Data points
AI Hardware and Compute Markets Signal Potential Overbuilding and Infrastructure Stranding Risks Over the past 72 hours, hyperscaler infrastructure CapEx projections and debt issuance patterns reveal signs of rapid growth and potential overinvestment in AI compute capacity, with key signals pointing to possible liquidity and profitability concerns within the AI
Doberman VC — Research Note (October 2025) Topic: Strategic M&A Convergence Between Big Tech and Green Energy
I. The Illusion of the “EV Revolution” The conversation around electric vehicles has been hijacked by car brands and marketing departments. But in reality, the EV revolution isn’t about cars. It’s about the invisible ecosystem of batteries, metals, and charging infrastructure that keeps them alive. By 2030, electric
I. The Silent Revolution Under Our Feet For decades, agriculture was viewed as a consumer of energy. Now, in 2025, it’s quietly becoming a producer. Farms are transforming into micro-utilities — generating, storing, and managing their own energy. The shift is structural, not symbolic: * Agriculture contributes over 15% of global
Environmental Regulation, ESG Friction & Investment Asymmetry
Technological Disruption Risk Across Green Energy and Storage Sectors Date: October 2025
Doberman VC — Research Note Topic: Cryptocurrency Tax Guide 2025: Comparative Global Overview, Legal Optimization, and Investor Playbook Date: October 7, 2025 Executive Summary * Tax landscape polarization accelerates: While crypto-friendly jurisdictions like UAE (0%), Germany (0% >12 months), and Portugal (0% >12 months) maintain zero-tax environments, high-tax countries intensify
BTC dominance falls to 54% while the Altcoin Season Index hits 71/100. Our Readiness Index is 75.8/100. Signals, backtests, playbooks for Oct 2025.
Open Source Intelligence (OSINT) has become a core weapon for crypto analysts, traders, and institutional desks. In a market where flows move before prices, the ability to collect, filter, and act on information faster than competitors defines your edge. This guide explains how to set up a working OSINT pipeline
Stablecoins are not just “digital dollars” — they are the heartbeat of on-chain liquidity. When billions of USDT or USDC flow into exchanges, risk appetite often returns to the crypto market. Conversely, when stablecoins are withdrawn or supplies contract, it usually signals a defensive rotation into cash and lower-risk assets. In