2026-06-08 Segunda

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Kraken Cuts 150+ Jobs as AI Reshapes Crypto Exchange Operations

Cryptocurrency exchange Kraken has reportedly laid off over 150 employees as part of cost reductions achieved through company-wide AI implementation. The move has delayed Kraken's planned U.S. initial public offering (IPO) until at least next year, with a public listing goal now set for 2027. The layoffs reflect a broader industry trend, where AI-driven efficiencies have contributed to significant workforce reductions across crypto firms this year, including a major cut of 4,000 staff at Block Inc. earlier in 2026. Amid a declining crypto market impacting public companies' finances, Kraken joins other firms like data provider Dune in restructuring and focusing on core operations.

TheNewsCrypto05/18 14:16

Kraken Cuts 150+ Jobs as AI Reshapes Crypto Exchange Operations

TheNewsCrypto05/18 14:16

BTC Market Pulse: Week 21

The Bitcoin market in Week 21 shows a softening structure with mixed signals across segments. Spot market activity increased (volume +4.2%) but was driven by selling pressure, as indicated by a sharp -848.7% drop in Spot CVD. Futures markets exhibit caution, with open interest declining -2.9%, yet a +136.6% surge in long-side funding hints at bullish positioning. This is contrasted by a severe -278.7% drop in Perpetual CVD, pointing to dominant sell-side pressure. Options traders are positioning for downside risk, with the 25-Delta Skew rising +42.75%. Open interest and volatility spread also grew, signaling anticipation of higher price swings. Traditional finance sentiment weakened, with ETF netflows deteriorating and MVRV falling -6.1%, though ETF trade volume rose +7.0%. On-chain metrics show cooling liquidity and profitability, with NUPL and the Realized Profit/Loss Ratio weakening sharply. However, long-term holder dominance continues to build, providing underlying market resilience amid fading euphoria and increasingly defensive positioning.

insights.glassnode05/18 14:09

BTC Market Pulse: Week 21

insights.glassnode05/18 14:09

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

BNB Chain, a leading Layer-1 blockchain ecosystem, has released a research report exploring the potential migration path for BNB Smart Chain (BSC) to post-quantum cryptography. The study evaluates replacing traditional cryptographic systems with quantum-resistant alternatives, specifically examining the use of ML-DSA-44 for transaction signing and pqSTARK for aggregating validator consensus signatures. While quantum computers are not currently a practical threat to existing blockchain cryptography, the research represents a proactive effort to ensure long-term network security and infrastructure resilience. The report assessed several core areas of the BSC tech stack, including post-quantum transaction signing, validator signature aggregation, transaction validation, public key storage, and network performance under increased data loads. A key finding is that achieving post-quantum readiness is technically feasible today but requires significant trade-offs in scalability. Test data indicates: • Transaction size would increase from ~110 bytes to ~2.5 kilobytes. • Block size would grow from ~110 kilobytes to ~2 megabytes. • Native transfer TPS would decrease from 4,973 to 2,997. The primary performance bottleneck is not signature verification itself, but the increased network transmission overhead caused by larger transaction and block sizes. Conversely, the pqSTARK aggregation technology proved highly efficient, compressing validator signatures by an approximately 43:1 ratio, which helps manage consensus-layer overhead. The report notes that post-quantum alternatives for areas like P2P handshakes and KZG commitments were not within the scope of this evaluation and require further research and broader ecosystem coordination. BNB Chain emphasizes this work is a research-oriented exploration and not a response to any imminent security threat.

marsbit05/18 13:51

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

marsbit05/18 13:51

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

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