Miner's Stocks Soared After Decision to Build AI Data Centers for Anthropic

When U.S. Stocks Go On-Chain, Who Will Become the 'Version Prodigy' of the Next Cycle?

The tokenization of US stocks on-chain is not a one-sided threat that will drain liquidity from the crypto ecosystem, but rather a development that could significantly expand the overall on-chain economy. While some crypto-native funds may flow into tokenized traditional assets like stocks, bonds, and gold, the inverse is likely: new capital from traditional markets may also enter crypto due to increased accessibility. The composability of on-chain finance could lead to an explosion in decentralized exchanges, perps, prediction markets, and new hybrid applications. This may create entirely new crypto-native sectors, similar to how previous cycles introduced innovative categories like DeFi and perpetual futures. Although the era of broad-based “altseason” is over, high-quality crypto projects—especially those in infrastructure such as L1/L2 chains, oracles, privacy tech, digital identity, and wallets—will continue to see demand. The next cycle may produce new “version winners”: projects that leverage composability, attract external liquidity, and offer unique value not found in traditional finance. While returns may be harder to achieve compared to earlier cycles, crypto remains a space for financial innovation and asymmetric opportunities. The next breakthrough may come from unexpected places—perhaps from those building quietly today.

marsbit4m ago

Bitcoin Could Remain Calmer Than Nvidia Through 2026, Bitwise Predicts

bitcoinist10m ago

Will a fall to $70K confirm bear market conditions for Bitcoin?

Bitcoin's recent 30% drop below $90k has sparked debate over whether the market is entering a bear phase. While some analysts, like pseudonymous Jackis, argue that even a fall to $70k would represent a "macro range" rather than a bear market—attributing the decline to a transfer of assets rather than fundamental weakness—technical indicators suggest greater cause for concern. The price has fallen below the critical 50-week EMA, a key bull market support level historically. A further drop to $60k-$70k could signal a full bear market capitulation, a view supported by on-chain metrics like aSOPR nearing 1 and a record 7 million BTC held at a loss. Reclaiming the $98k-$100k zone or the 50W EMA is crucial to reaffirm the bullish trend.

ambcrypto11m ago

Dialogue with Gate Founder Han Lin: Optimistic About 2026, and Why He Believes 'We Won't Return to a Deep Bear Market'

In a recent interview, Gate.io founder Lin Han shared his optimistic outlook on the crypto market, macroeconomic trends, and the evolving regulatory and technological landscape. He argued that the market is unlikely to return to a severe bear phase, citing strong macroeconomic conditions, expected monetary easing, and sustained institutional interest. While acknowledging potential risks like an AI sector correction, he emphasized that AI's tangible applications differentiate it from past tech bubbles. Han discussed the minimal impact of the recent October 11 market crash, attributing market resilience to ample stablecoin liquidity. He highlighted the industry-wide adoption of Proof of Reserves (PoR) post-FTX, advocating for enhanced methods incorporating zero-knowledge proofs and third-party audits. On emerging trends, he noted the resurgence of privacy-focused protocols like Zcash and the rapid growth of Perpetual DEXs (e.g., Hyperliquid), driven by improved blockchain infrastructure, lower costs, and better wallet experiences. He anticipates increased regulatory scrutiny on DeFi platforms in the future. Regarding Gate.io's strategy, Han emphasized a dual focus: expanding its Web3 ecosystem, as user activity migrates on-chain, and strengthening its global compliant exchanges, including its recently launched U.S. platform. He ruled out aggressive layoffs, reflecting Gate's consistent operational approach, and expressed long-term ambitions for a public listing following continued compliance efforts. He dismissed DATs (Digital Asset Trusts) as unsustainable and commented on the challenges of new stablecoin issuance due to strong network effects favoring incumbents like USDT. Finally, he addressed market manipulation concerns, noting improved exchange risk controls, and defended Gate's remote-work culture as aligned with the fast-paced, global nature of the crypto industry.

marsbit58m ago

When AI Conquers Content Platforms, How Can We Restore Trust Through Crypto Staking?

The proliferation of AI-generated content, or "AI slop," is degrading user trust and driving real users away from social media platforms. In response, a16z has proposed the concept of "Staked Media," which uses cryptocurrency staking mechanisms to combat misinformation and restore credibility. Under this model, content producers must stake assets (like ETH or USDC) to back their claims. If their content is proven false, the staked funds are slashed and may be awarded to challengers. This raises the cost of spreading false information and incentivizes honesty. The approach leverages blockchain-based verification, zero-knowledge proofs, and community voting to create a transparent, tamper-proof system for content validation. Staked Media shifts trust from claimed neutrality to verifiable, financially-backed accountability. It is seen as a promising supplement to existing media ecosystems, especially as AI makes content generation cheap and widespread, while trust becomes increasingly scarce.

marsbit1h ago