2026-06-08 Segunda

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After Developer Numbers Halved: Crypto Isn't Dead, It's Just Giving Up Talent to AI

The title "After a 50% Drop in Developer Count: Crypto Isn't Dead, It's Just Ceding Talent to AI" suggests a shift, not an end. The article analyzes GitHub data showing a significant drop in overall Crypto developer activity from a peak of 45K monthly active developers in 2022 to about 23K in 2026. However, this masks a deeper trend of "talent deleveraging." The exodus consists mainly of newcomers who entered during the bull market for hype-driven roles (e.g., NFT contracts, forked DeFi protocols), with over 50% of developers with less than one year of experience leaving. In contrast, established developers (2+ years of experience) have hit record highs, contributing roughly 70% of the code. They are consolidating in ecosystems with real users and revenue, like Bitcoin and Solana. These experienced builders possess unique skills forged in Crypto's "code is law" environment: the ability to build trust and functional systems from scratch in the absence of external authority or rules, with zero tolerance for error. The article argues that AI's scaling faces structurally similar trust, coordination, and verification problems—particularly regarding compute aggregation, multi-agent incentive alignment, and autonomous payments. Crypto builders are already applying these skills in AI. Examples include CoreWeave (mining to AI compute), OpenRouter (NFT marketplace routing to AI model routing), and projects like Hyperbolic (using crypto-native mechanisms for decentralized compute verification) and EigenLayer (applying restaking logic to AI agent governance). Stablecoin infrastructure is becoming critical for AI agent micro-payments (e.g., x402 protocol). The role of these builders is evolving from writing smart contracts to "designing trusted mechanisms for autonomous AI systems." This shift is reflected in new hiring trends at major exchanges and significant venture capital flowing into the crypto-AI convergence (e.g., funds from Paradigm, Haun Ventures). The article concludes that while developer numbers have halved, the core density of talent has increased, and their uniquely cultivated skills are finding a new, larger stage in the AI era.

marsbit05/18 13:41

After Developer Numbers Halved: Crypto Isn't Dead, It's Just Giving Up Talent to AI

marsbit05/18 13:41

After the Developer Count Halved: Crypto Is Not Dead, It's Just Ceding Talent to AI

Following a significant decline in the total number of open-source crypto developers, from a peak of 45K in 2022 to approximately 23K by 2026, this article argues the industry is undergoing a "talent deleveraging" rather than a collapse. The exodus primarily consists of newcomers who entered during the bull market, while the core of experienced developers (2+ years) has grown to a record high, contributing around 70% of code. These established builders are concentrating in ecosystems with real users and revenue, like Bitcoin and Solana. The article posits that crypto has cultivated a unique skill set in building trustless, autonomous systems with near-zero tolerance for error—a capability now finding high demand in the AI era. As AI scales, it faces structural gaps in decentralized compute aggregation, multi-agent coordination/incentive alignment, and autonomous payment infrastructure. Crypto builders are transitioning their expertise to address these exact problems. Examples include CoreWeave (mining to AI compute), Hyperbolic (decentralized compute verification), EigenLayer (extending restaking mechanisms to AI agent governance), and the x402 protocol (enabling AI agent micro-payments via stablecoins). The role of the crypto builder is evolving from writing smart contracts to designing the rule-based, trust-minimized frameworks necessary for AI-native systems. Venture capital is increasingly funding this convergence, viewing it as a structural opportunity rather than a narrative shift. The core talent and systemic design principles from crypto are not disappearing but being re-priced and applied to the foundational challenges of scalable AI.

链捕手05/18 13:37

After the Developer Count Halved: Crypto Is Not Dead, It's Just Ceding Talent to AI

链捕手05/18 13:37

Goldman Sachs Dumps XRP and Solana ETFs in Major Crypto Portfolio Shake-Up

In a significant portfolio shift, Goldman Sachs has eliminated its holdings in XRP and Solana exchange-traded funds (ETFs) as of Q1 2026, according to SEC filings. The bank's Q4 2025 filing had shown about $154 million invested across four XRP ETFs, but these positions were absent in the subsequent quarter. While divesting from these altcoin products, Goldman Sachs maintained substantial investments in Bitcoin and Ethereum ETFs. It held $690 million in BlackRock's iShares Bitcoin Trust (IBIT) and $25 million in Fidelity's Wise Origin Bitcoin Fund (FBTC), despite a 10% reduction in each. Its stake in the iShares Ethereum Trust (ETHA) was cut by over 70%, leaving a position worth approximately $114 million. The move highlights the bank's strategic reallocation within the crypto ETF space, favoring the two largest digital assets over other alternatives like XRP and Solana.

TheNewsCrypto05/18 13:37

Goldman Sachs Dumps XRP and Solana ETFs in Major Crypto Portfolio Shake-Up

TheNewsCrypto05/18 13:37

A Quick Look at the Latest Moves of the 24-Year-Old 'AI Stock God': Sixty Percent of the Portfolio Hedging Against Semiconductor Downturn

24-year-old AI investing prodigy Leopold Aschenbrenner's fund, Situational Awareness LP, has disclosed its Q1 2026 13F holdings. The fund's total portfolio nominal value surged 148% to $13.7 billion, driven by both investment gains and significant new capital inflows. The most striking move was the establishment of massive short-term hedges against potential volatility in the AI semiconductor sector. Over 60% of the fund's nominal exposure is now in put options (bets on declines) targeting major AI hardware stocks like NVIDIA (NVDA), VanEck Semiconductor ETF (SMH), Broadcom (AVGO), and AMD. Notably, the fund also holds call options (bets on rises) on some names like Micron (MU) and TSMC, indicating it expects extreme price swings in these stocks. Alongside these hedges, the fund remains a long-term bull on AI infrastructure. It significantly increased its equity stakes in companies like GPU cloud provider CoreWeave (CRWV) and added to positions in power/energy infrastructure firms like Bloom Energy (BE), albeit after taking substantial profits on the latter. The fund also exited positions in optical communication hardware (LITE, COHR) and reduced leverage by clearing out large call option positions on Intel and CoreWeave. In essence, the portfolio reflects a dual strategy: cautious on near-term semiconductor valuations and potential over-extension, while maintaining a conviction that the true long-term bottlenecks and value will be in the underlying infrastructure powering the AI revolution—such as energy, data centers, and compute availability.

marsbit05/18 13:31

A Quick Look at the Latest Moves of the 24-Year-Old 'AI Stock God': Sixty Percent of the Portfolio Hedging Against Semiconductor Downturn

marsbit05/18 13:31

A Quick Look at the Latest Portfolio of the 24-Year-Old 'AI Stock God': 60% Allocation Hedges Against Semiconductor Downturn

Summary: The article analyzes the latest 13F filing from "AI stock prodigy" Leopold Aschenbrenner's fund, Situational Awareness LP, for Q1 2026. The fund's holdings surged to $13.7 billion, with a significant 32.5% net inflow. Key portfolio adjustments reveal a dual strategy: * **Hedging Semiconductor Downturn:** Over 60% of the fund's *notional value* is allocated to massive put options on major AI semiconductor and hardware stocks (e.g., NVDA, AVGO, AMD, SMH ETF). This acts as a high-leverage hedge against potential short-term volatility or correction in the chip sector. * **Long-term Bullishness on AI Infrastructure:** Alongside the hedges, the fund maintains and increases core long positions in companies providing critical AI infrastructure. This includes substantial equity stakes in CoreWeave (GPU cloud services), Bloom Energy (on-site power), and various power/electrical/data center firms (KEEL, IREN, etc.). Other notable moves include switching Intel exposure from high-leverage calls to minimal stock, exiting optical networking stocks (LITE, COHR), and taking profits in some positions like Bloom Energy and CoreWeave calls. The analysis concludes that Aschenbrenner is not simply turning bearish on AI. Instead, the strategy reflects a nuanced view: extreme caution toward near-term "chip maker" valuations deemed potentially frothy, coupled with strong conviction in the long-term scarcity and value of the underlying *infrastructure* (power, data centers, cloud capacity) required to sustain the AI boom. The fund is preparing for industry volatility while betting on the next potential bottlenecks in the AI supply chain.

Odaily星球日报05/18 13:30

A Quick Look at the Latest Portfolio of the 24-Year-Old 'AI Stock God': 60% Allocation Hedges Against Semiconductor Downturn

Odaily星球日报05/18 13:30

BNB Chain Releases Research Report, Exploring the Path to Post-Quantum Cryptography Migration for BSC

BNB Chain has released a new research report exploring a potential migration path for BNB Smart Chain (BSC) to post-quantum cryptography (PQC). The study assesses the feasibility and performance impact of replacing traditional blockchain cryptography with quantum-resistant alternatives, aiming to ensure long-term network security. Key areas evaluated include post-quantum transaction signatures (proposing ML-DSA-44), validator signature aggregation, transaction verification, public key storage, and cross-regional network performance under increased data loads. A major finding is that while technically feasible now, achieving PQC-readiness involves significant scalability trade-offs. Test data showed transaction size increased from ~110 bytes to ~2.5 KB, block size grew from ~110 KB to ~2 MB, and native transfer TPS decreased from 4,973 to 2,997. The primary performance bottleneck was identified as increased network transmission overhead due to larger data volumes, rather than the signature verification process itself. Notably, the pqSTARK aggregation technique proved efficient, compressing validator signatures at a ~43:1 ratio, which helps manage consensus layer overhead. The report clarifies this is a research-oriented exploration, not a response to an imminent threat, and notes that areas like P2P handshakes and KZG commitments require further study and broader ecosystem coordination.

链捕手05/18 13:24

BNB Chain Releases Research Report, Exploring the Path to Post-Quantum Cryptography Migration for BSC

链捕手05/18 13:24

From 'Cash Incinerator' to 'Money Printing Machine': ChangXin Technology's Remarkable Turnaround, Raking in 50 Billion in Half a Year

Changxin Technology: From "Money Incinerator" to "Money Printer" in Six Months Changxin Technology, a Chinese DRAM chipmaker once dubbed a "money incinerator" for years of massive losses, has staged a staggering financial turnaround. Its updated IPO prospectus reveals explosive 2026 first-half results: revenue forecast of 110-120 billion yuan (up 613-677% year-on-year) and net profit of 50-57 billion yuan (up 2244-2544% year-on-year). This half-year profit rivals that of major state-owned energy giants. The reversal stems from a historic memory chip super-cycle fueled by AI. Massive demand from AI servers, consuming 8-10x more DRAM than traditional servers, coupled with a supply crunch as major players shift capacity to premium HBM, has driven DRAM prices to multi-year highs. As China's only large-scale DRAM IDM (integrated design and manufacturing) firm, Changxin was positioned to capitalize. With upgraded product lines (DDR5/LPDDR5) and high capacity utilization, it achieved both volume and price increases, doubling its global market share to 7.67% in just half a year. This follows a decade of heavy investment and losses totaling 36.65 billion yuan, a gamble led by Chairman Zhu Yiming, who famously vowed to take no salary until the company was profitable. The IPO aims to raise 29.5 billion yuan, implying a valuation that some analysts project could reach 1-2 trillion yuan long-term. Debate persists over the sustainability of profits given DRAM's cyclicality, but supporters point to structurally sustained AI demand and Changxin's strategic national importance. The story is a textbook financial comeback, rewarding persistent investment in a critical industry.

marsbit05/18 13:04

From 'Cash Incinerator' to 'Money Printing Machine': ChangXin Technology's Remarkable Turnaround, Raking in 50 Billion in Half a Year

marsbit05/18 13:04

Meme Wrapped Contracts: Is alt.fun Real Innovation or a Pseudo-Need?

A new platform called alt.fun on Hyperliquid has gained attention by merging meme coin creation with leveraged futures trading. Unlike typical meme platforms like Pump.fun, alt.fun requires creators to select an underlying asset (like HYPE or S&P 500) and a leverage level (2x, 3x, or 5x) to take a long or short position. The issued meme token is directly linked to a corresponding leveraged token (LT) on BounceTech, which represents that perpetual contract position. This means the token's price is driven by both the standard bonding curve (community buying/selling) and the performance of its leveraged underlying asset, allowing value to increase even without new purchases. The platform's "graduation" to a DEX pool requires a市值 of $9,000, achievable through market demand or underlying asset growth. While this mechanism can amplify gains in trending markets, it also introduces significant risks from asset volatility, leverage decay during rebalancing, and potential liquidation during sharp price moves. Despite early traction—with its top token ALT reaching an $8.8M market cap—alt.fun faces challenges. Its limited selection of 14 underlying assets constrains variety, leading to tokens with identical financial profiles. More fundamentally, critics argue it misunderstands the meme coin ethos: its tokens are primarily financial instruments tied to asset performance, lacking the community-driven narratives and cultural appeal essential for sustaining meme coin value. The article concludes that while mechanically innovative, alt.fun may be better suited as a niche DeFi product than a true meme platform.

marsbit05/18 12:45

Meme Wrapped Contracts: Is alt.fun Real Innovation or a Pseudo-Need?

marsbit05/18 12:45

Meme Wrapped Contracts: Is alt.fun Real Innovation or Pseudo-Demand?

"Last week, the new Meme token launch platform alt.fun on Hyperliquid gained significant attention. Its flagship token ALT reached a peak market cap of $8.8 million. The platform's novelty lies in combining the mechanics of Pump.fun with leveraged trading on Hyperliquid. When a user creates a Meme token on alt.fun, they must also open a leveraged long/short position (2x, 3x, or 5x) on an underlying asset like HYPE. The platform then mints a corresponding leveraged token (LT) on BounceTech, which represents that perpetual contract position. Essentially, users are trading a tokenized derivative. This creates a dual price driver: the token's value is influenced both by market buying/selling via a bonding curve and by the performance of its underlying leveraged position. Hence the slogan: 'Your token pumps even when nobody's buying.' Tokens 'graduate' to a liquidity pool when their market cap (effectively the LT's value) reaches $9,000, achievable through either mechanism. However, this model faces key challenges. Gains are amplified only in strong, one-directional markets for the underlying asset. In volatile conditions, the mandatory 'rebalancing' of LTs leads to value decay. More fundamentally, alt.fun struggles to foster the community consensus vital for Meme tokens. Investment is driven primarily by price speculation on the underlying asset, not by narrative or cultural appeal. With limited underlying assets, token differentiation is low. The article concludes that while mechanically innovative, alt.fun may be better suited as a DeFi platform than a true Meme launchpad, as its core product lacks the community-driven essence of successful Memes."

Odaily星球日报05/18 12:41

Meme Wrapped Contracts: Is alt.fun Real Innovation or Pseudo-Demand?

Odaily星球日报05/18 12:41

Iran Launches Bitcoin Payment Platform For Strait Of Hormuz Insurance

Iran has launched a maritime insurance platform named "Hormuz Safe" for cargo transiting the Strait of Hormuz, with insurance payments settled in Bitcoin. According to a report from Iran's Fars News Agency, the state-backed initiative could generate significant revenue and embeds Bitcoin into a critical global shipping corridor. The platform offers cryptographically verifiable policies for cargo moving through the Persian Gulf and surrounding waterways, with coverage beginning upon payment confirmation. This move occurs amid heightened geopolitical tensions in the strait, a vital chokepoint for global oil shipments. The report did not specify technical details on Bitcoin payment processing or identify external partners.

bitcoinist05/18 12:31

Iran Launches Bitcoin Payment Platform For Strait Of Hormuz Insurance

bitcoinist05/18 12:31

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