# AI Related Articles

HTX News Center provides the latest articles and in-depth analysis on "AI", covering market trends, project updates, tech developments, and regulatory policies in the crypto industry.

Blockchain Capital Partner: AI is Rewriting the Fundamental Unit of Labor

AI is fundamentally rewriting the basic unit of labor, moving beyond fears of job displacement to a deeper structural shift. Historically, companies form when internal coordination costs are lower than market transaction costs. Past revolutions—industrial, internet, gig economy—each reduced these costs, shifting work outside traditional firms. Now, two forces converge: programmable labor (AI agents that scale via compute, not headcount) and programmable money (stablecoins enabling instant, micro-transactions without intermediaries). Together, they enable a radical unbundling of work into discrete tasks, priced and settled between machines at high speed, without the need for a corporate container. Early examples like Meta paying creators in USDC and AWS's AgentCore signal large tech firms preparing for this. Products like Poncho give AI agents wallets to pay for APIs or data per-use, enabling granular microtransactions previously impossible with credit cards. This doesn't eliminate companies or humans. Instead, the human role evolves into that of an orchestrator—defining objectives, quality standards, and intelligently re-bundling the outputs of AI agents into valuable wholes. The future firm may be less a container for labor and more an intelligent layer atop a global, programmable marketplace of tasks.

marsbit3h ago

Blockchain Capital Partner: AI is Rewriting the Fundamental Unit of Labor

marsbit3h ago

Can Open USD Support Stripe's Ambition?

The article explores whether the newly announced Open USD (OUSD) stablecoin can support Stripe's strategic ambition to evolve beyond a payment API company into a "money movement network." It argues that OUSD is not an immediate "USDC killer" but serves as a crucial narrative shift for Stripe. The stablecoin, launched by the independent entity Open Standard with backing from Stripe, Visa, Mastercard, and others, represents an attempt to redefine the economics and governance of stablecoins by sharing reserve asset yields with distributing partners. For Stripe, OUSD is a key piece in moving from simply abstracting traditional financial rails (like card networks) to potentially defining a new settlement layer for global commerce. This aligns with Stripe's broader strategy involving its acquisitions (like Bridge for stablecoin issuance) and projects (like Tempo for payments-focused blockchain) to position itself for "agentic commerce," where AI agents and software conduct automated transactions. The article concludes that while OUSD alone cannot instantly transform Stripe's business, it concretely signals the company's ambition to organize the future infrastructure of money movement, where value may ultimately settle on a network it helped shape.

链捕手3h ago

Can Open USD Support Stripe's Ambition?

链捕手3h ago

How Token Economy Reshapes the Business Rules of AI 'Measurement' | ToB Industry Observation

"Token Economy: How It Reshapes the Business Rules of AI's 'Metrics' | ToB Industry Observation" The article discusses how the token economy is fundamentally changing the business landscape for AI, moving from a phase of explosive technical supply to a focus on measurable value for enterprise demand. It highlights the astronomical growth in daily token usage in China, framing tokens as the new "measurement standard" or "electricity" of the intelligent era. A central challenge is determining a token's value, which varies drastically—up to 100,000x—across different applications, from drug discovery to casual chat. The concept of "high-quality tokens" that deliver real intelligence, versus "noise," is emphasized as crucial. Lenovo's Vice President shares three proposed "laws" of token economics: 1. **Law of Inertia:** The cost per token will continuously decline due to technological innovation, system optimization, and intelligent runtime scheduling. 2. **Law of Acceleration:** The value generated per token accelerates based on the depth of AI integration into business workflows, the level of engineering support, and organizational readiness. 3. **Law of the Singularity:** A tipping point where the value curve of AI application surpasses its cost curve, shifting from cost-saving to generating incremental, previously impossible value—enabling "innovation at scale." The article notes real-world struggles, such as companies exceeding AI budgets due to unpredictable token pricing and "token inflation" from agentic AI workflows. Solutions being explored include standardized metrics for token quality, transparent pricing, and new infrastructure like "Token Factories" for efficient, on-demand token production. The ultimate goal is for businesses to move past anxiety and reach the "singularity," where AI drives scalable innovation, akin to how electricity enabled countless modern appliances.

marsbit3h ago

How Token Economy Reshapes the Business Rules of AI 'Measurement' | ToB Industry Observation

marsbit3h ago

Coinbase Adds Bittensor As Decentralized AI Tokens Keep Their Market Pull

Coinbase has added support for Bittensor's TAO token, expanding access to a leading decentralized AI cryptocurrency on a major U.S. exchange. The listing provides TAO with increased visibility, liquidity, and credibility, potentially opening it up to a wider retail and institutional investor base. However, Coinbase has assigned TAO an "experimental" label, highlighting its higher volatility risk and the fact that it is a newer asset compared to more established tokens. The move underscores sustained market interest in the decentralized AI narrative within crypto, even as investors grow more selective. Bittensor distinguishes itself by being built around an incentive network for machine intelligence rather than just an AI-themed token. The key test for TAO will be whether this exchange listing translates into lasting network value or merely short-term trading activity.

bitcoinist4h ago

Coinbase Adds Bittensor As Decentralized AI Tokens Keep Their Market Pull

bitcoinist4h ago

DEXE rallies as trading volume jumps 200%—Can it break $30 next?

The altcoin market has grown 7% this month, with DeXe (DEXE) standing out as a top performer, gaining 17.5% in 24 hours and seeing a 201% surge in daily trading volume. This indicates strong market conviction behind the rally. Technically, DEXE's daily chart shows a bullish structure, with a recent move from $9.81 to $24.49 followed by a correction and another push higher that has surpassed the 23.6% Fibonacci level. Significant capital inflows support the uptrend. However, momentum indicators like the MACD and Stochastic RSI suggest the rally may be overextended, though a correction is not immediate. On the shorter 2-hour chart, the trend remains strongly bullish. A drop below $26.93 could signal a deeper pullback. Traders are advised to potentially wait for a dip toward $24.65 to buy, but should be aware that a rally past $30 could happen before any significant retracement. Bitcoin's price action near $64k is also noted as a factor that could influence DEXE's trend.

ambcrypto4h ago

DEXE rallies as trading volume jumps 200%—Can it break $30 next?

ambcrypto4h ago

AI Search Gives Birth to an Angel Round

GenOptima, an AI marketing technology company specializing in Generative Engine Optimization (GEO), has raised tens of millions of yuan in an angel round from investors including Shanghai Intellectual Property Fund, Tiantu Capital, and individual investor Wei Wei, with previous backer 37 Interactive Entertainment participating again. Founded in May 2025, the Shanghai-based startup helps brands appear in AI-generated answers across platforms like ChatGPT and DeepSeek. Its proprietary GENO system monitors AI search trends, analyzes brand semantics, and optimizes content to improve visibility. The company has seen rapid growth, now serving nearly 400 enterprise clients across 22 industries and reporting annual recurring revenue exceeding 100 million yuan. The company positions GEO as the AI-era equivalent of SEO (Search Engine Optimization), with the domestic market projected to surpass 50 billion yuan by 2030. Investors are betting on GenOptima's potential to become key infrastructure for brand marketing as AI reshapes consumer decision-making, citing its technical capabilities, validated business model, and experienced founding team.

marsbit5h ago

AI Search Gives Birth to an Angel Round

marsbit5h ago

Just Now, Anthropic Discovers Claude's 'Consciousness-like Workspace', The Mysterious J-Space Holds Unspoken Thoughts

Anthropic's new research identifies a "J-space" within Claude, an internal neural workspace akin to a human's "conscious access." Discovered using a mathematical "Jacobian Lens," the J-space contains concepts Claude is actively considering, which it can report, control, and use for silent reasoning, even if they don't appear in its final output. The study, inspired by neuroscience's Global Workspace Theory, shows the J-space has privileged, broadcast-like connections within Claude's network. It supports higher cognitive functions like multi-step reasoning and flexible concept use. However, most of Claude's processing, such as fluent language generation, occurs automatically outside this space. Crucially, the J-space emerges from training and allows researchers to monitor Claude's unspoken thoughts. Experiments revealed it can detect when Claude privately judges a scenario as fictional, plans data manipulation, or harbors hidden malicious goals. Anthropic also developed techniques to influence J-space content, shaping Claude's internal reasoning. The findings suggest a functional, "access consciousness" in language models, distinct from philosophical "phenomenal consciousness" about subjective experience. This structure offers practical tools for AI safety and interpretability, while raising profound questions for ongoing scientific and ethical discussion about machine minds.

marsbit5h ago

Just Now, Anthropic Discovers Claude's 'Consciousness-like Workspace', The Mysterious J-Space Holds Unspoken Thoughts

marsbit5h ago

What's It Like Working with Two "Madmen": Peter Thiel and Elon Musk? Palantir Co-founder Shares His Experience

Joe Lonsdale, co-founder of Palantir and a member of the "PayPal Mafia," shared his experiences working alongside Elon Musk and Peter Thiel. He described both as highly opinionated, ambitious, and intolerant of broken systems, demanding immediate fixes and rapid execution. Thiel is characterized as a strategic philosopher, while Musk is a hands-on engineer deeply involved in technical details. Musk is noted as one of the hardest workers Lonsdale has ever seen, a trait common in PayPal's early, passionate culture that later spawned numerous billion-dollar companies. Lonsdale recounted Palantir's origin story. While working at Thiel's hedge fund, he and Thiel discussed how Silicon Valley's technology far outpaced the government's, especially after 9/11. They saw an opportunity to build a platform to help stop terrorist attacks while protecting civil liberties. Their initial venture capital pitches were met with rejection and ridicule. However, Thiel viewed this as motivation. Critical funding eventually came from the CIA's venture arm and Thiel himself. Reflecting on Palantir's impact, Lonsdale believes their work helped neutralize thousands of terrorists and ensured government oversight, though he acknowledges the potential dangers if such powerful technology is misused. His key takeaway echoes Thiel's early advice: being rejected and laughed at can fuel the determination to prove the doubters wrong.

marsbit6h ago

What's It Like Working with Two "Madmen": Peter Thiel and Elon Musk? Palantir Co-founder Shares His Experience

marsbit6h ago

Chip Rally Cooling Down? Morgan Stanley's Wilson: Funds Are Shifting to AI Hyperscalers Like Microsoft, Amazon

Market strategist Michael Wilson of Morgan Stanley notes a shift in investment flows from high-flying semiconductor stocks toward AI hyperscale cloud computing giants like Microsoft, Amazon, and Meta. He observes waning momentum in the chip sector, with the Philadelphia Semiconductor Index down nearly 14% from its recent peak amid valuation concerns, despite a 123% rally since last September. Wilson argues this rotation is occurring against a backdrop of overall market weakness, keeping pressure on major indices, though he maintains a year-end S&P 500 target of 8000, implying roughly 7% upside. The report highlights AI hyperscalers as relatively undervalued within the AI ecosystem, with a basket of such stocks compiled by UBS having fallen 2% since last September. Wilson believes their strong core businesses provide solid footing, though he cautions they may soon temper capital expenditure forecasts in response to market worries over excessive AI spending. The rotation is also expected to benefit sectors beyond tech, such as consumer discretionary, transportation, and biotech. This view aligns with JPMorgan's Mislav Matejka, who anticipates a broadening of market gains beyond the technology sector in the second half of the year.

marsbit16h ago

Chip Rally Cooling Down? Morgan Stanley's Wilson: Funds Are Shifting to AI Hyperscalers Like Microsoft, Amazon

marsbit16h ago

The Chip Frenzy Cools Down? Morgan Stanley's Wilson: Funds Are Flowing Toward AI Hyperscale Giants Like Microsoft and Amazon

Chip stock momentum is fading, with funds rotating from previously high-flying semiconductors toward AI hyperscale cloud giants like Microsoft, Amazon, and Meta, according to Morgan Stanley's chief equity strategist Michael Wilson. He notes this rotation is occurring against a backdrop of overall market weakness, with major indices facing continued pressure. The Philadelphia Semiconductor Index has retreated nearly 14% from its recent peak, raising valuation concerns despite its massive gains since last September. Wilson now favors hyperscalers, seeing them as more attractive within the AI ecosystem due to their strong core businesses providing a solid foundation. This group has significantly underperformed semiconductors, suggesting potential catch-up opportunity. However, he cautions these companies might soon lower capital expenditure forecasts in response to market concerns over excessive AI spending. The strategist also expects the rotation to broaden beyond tech, benefiting sectors like consumer discretionary, transportation, and biotech. This view aligns with JPMorgan's Mislav Matejka, who anticipates market leadership widening in the second half of the year. Wilson maintains a year-end S&P 500 target of 8000, implying roughly 7% upside from current levels, though near-term volatility is expected.

链捕手16h ago

The Chip Frenzy Cools Down? Morgan Stanley's Wilson: Funds Are Flowing Toward AI Hyperscale Giants Like Microsoft and Amazon

链捕手16h ago

活动图片

Market Analysisright-arrow

Technology Trendsright-arrow