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Private Markets Digest connects the dots that matter across private equity, venture capital, private credit, and banking.

The Yuan Just Became Sanctions Evasion’s Settlement Currency. AI Capital Flows Are Next.

Jun 24, 2026

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5 min read

The Yuan Just Became Sanctions Evasion’s Settlement Currency. AI Capital Flows Are Next.

Russia-China trade now settles 90% in yuan and rubles while CIPS volume jumped 15% since the Iran conflict, Mythos found classified vulnerabilities in hours, and Morgan Stanley capped private credit redemptions at less than half the 11.6% request.

Dio Pouerie, +1

DOE Backs Nuclear | CME Backs Compute | Buyers Return

Jun 23, 2026

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5 min read

DOE Backs Nuclear | CME Backs Compute | Buyers Return

The Energy Department is funding $17.5 billion in loans for 10 nuclear reactors to power AI. Compute futures are launching on CME and ICE. Cerebras reported its first earnings today with the OpenAI conflict about to get a number.

Dio Pouerie, +1

Altman's Private Portfolio Has Ten OpenAI Counterparties. The Prospectus Has to Name Each One.

Jun 23, 2026

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5 min read

Altman's Private Portfolio Has Ten OpenAI Counterparties. The Prospectus Has to Name Each One.

Altman's ten OpenAI counterparties face a House Oversight probe before the prospectus, Micron signed Anthropic for memory and invested in the Series H, and the housing bill carved out build-to-rent.

Dio Pouerie, +1

SpaceX Sells Compute | Iran Window | Alphabet Talent

Jun 22, 2026

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5 min read

SpaceX Sells Compute | Iran Window | Alphabet Talent

SpaceX signed a $6.3 billion compute deal with a competitor the same day it announced a bond offering. Treasury authorized Iranian oil through August 21. A Nobel laureate leaving Google cost Alphabet $300 billion.

Dio Pouerie, +1

Sponsors Refuse to Sell. They Layer Debt Instead.

Jun 22, 2026

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5 min read

Sponsors Refuse to Sell. They Layer Debt Instead.

Half of this year's dividend recap volume cleared in four weeks on tight spreads, Hormuz traffic tripled to 20 tankers but sits at 20% of prewar, and Microsoft may host DeepSeek on Copilot.

Dio Pouerie, +1

Five Questions Test Last Week's Framework.

Jun 21, 2026

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6 min read

Five Questions Test Last Week's Framework.

Last week confirmed six conditions. This week the PCE Price Index, Q1 GDP, and Micron's memory results test whether last week's framework holds against actual data.

Dio Pouerie, +1

The Daily Briefing That Unlocks Private Markets.

The Yuan Just Became Sanctions Evasion’s Settlement Currency. AI Capital Flows Are Next.

DOE Backs Nuclear | CME Backs Compute | Buyers Return

Altman's Private Portfolio Has Ten OpenAI Counterparties. The Prospectus Has to Name Each One.

SpaceX Sells Compute | Iran Window | Alphabet Talent

Sponsors Refuse to Sell. They Layer Debt Instead.

Five Questions Test Last Week's Framework.

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