2026-06-04 Четверг

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BTC Market Pulse: Week 23

Bitcoin is sending cautionary signals across all market layers this week. On-chain, transfer volume and fees increased, but capital inflows have nearly stopped with realized cap growth collapsing to near-zero, indicating no fresh money is entering. Active addresses remain flat. Spot markets show sellers in control, with the CVD flipping deeply negative and momentum declining. Volume is being used for selling, not accumulation. Derivatives reflect unease: futures open interest is flat but the cost to hold longs jumped, and perpetual CVD deepened negative. Options open interest dropped and skew decreased, though volatility expectations remain elevated. ETF flows turned strongly bearish, with net outflows nearly doubling to $1.3B as institutions reduced exposure urgently. Profitability metrics deteriorated: only 59.8% of supply is in profit, realized losses dominate on-chain activity, and net unrealized losses deepened. In summary, Bitcoin is in a distribution/consolidation phase. On-chain activity is structurally healthy, but capital inflows have stalled, spot selling pressure is building, and institutional money is exiting via ETFs at an accelerating pace. The path of least resistance remains sideways-to-lower until realized cap growth resumes and spot CVD turns positive.

insights.glassnode2 дня назад 12:10

BTC Market Pulse: Week 23

insights.glassnode2 дня назад 12:10

API Stories Can't Support Valuations, AI Giants Start Offering Consulting Services

The AI industry is shifting from simply selling APIs to providing intensive, on-site consulting services, as major players like OpenAI and Anthropic seek new revenue streams to justify high valuations. OpenAI has established "Deploy Co," raising over $40 billion from investors led by TPG at a $140 billion valuation. The deal has an unusual structure, guaranteeing investors a minimum 17.5% return with a profit cap, resembling debt more than equity. OpenAI also acquired the AI consulting firm Tomoro to gain over 150 "Frontline Deployment Engineers" (FDEs). Similarly, Anthropic formed a $15 billion joint venture with Blackstone, Hellman & Friedman, and Goldman Sachs with the same goal: embedding engineers within client companies. A key driver is Anthropic's rapid market share growth, now holding 40% of the enterprise LLM API market compared to OpenAI's 27%, which has put pressure on OpenAI to accelerate its enterprise strategy. Notably, major consulting firms Bain & Company, McKinsey & Company, and Capgemini are among the investors in OpenAI's venture, a move seen as either seeking deeper insight into AI or funding their potential future disintermediation. This pivot is creating a major shift in tech employment. Demand for FDEs—who integrate AI into client workflows on-site—has surged over 800% in the past year, with salaries reaching $350,000-$550,000. Meanwhile, demand for traditional software engineers has declined significantly. The trend marks a strategic inflection point: core AI models are becoming commoditized, while the complex, labor-intensive work of deployment is becoming the new high-value, capitalized service layer. The $55 billion in combined funding represents a bet that hands-on consulting, not just API access, is the future of enterprise AI monetization.

marsbit2 дня назад 11:51

API Stories Can't Support Valuations, AI Giants Start Offering Consulting Services

marsbit2 дня назад 11:51

Zoomex Prediction Market Officially Launches: Participate in Global Trending Events With Crypto

Zoomex has officially launched its Prediction Market, a major upgrade designed for the next generation of traders. This new feature allows users worldwide to use cryptocurrency to participate in predictions on global trending events, including crypto market movements, sports outcomes like the upcoming World Cup, and other real-world trends. It aims to transform complex market analysis into simple, intuitive questions about event outcomes, enabling more people to engage based on their own judgment. Zoomex emphasizes a simpler, smoother, and more transparent experience, aligning with its core values. The platform plans to expand prediction topics and introduce related campaigns and rewards. Zoomex is a global crypto trading platform with over 3 million users, holding several regulatory licenses and partnerships, including with the Haas F1 Team and ambassador Emiliano Martínez.

TheNewsCrypto2 дня назад 11:39

Zoomex Prediction Market Officially Launches: Participate in Global Trending Events With Crypto

TheNewsCrypto2 дня назад 11:39

Senate Makes Move Toward CLARITY Act: August Signing Target Stays Alive, For Now

The Senate has advanced the CLARITY Act, clearing key committee hurdles and keeping alive the target of reaching the President's desk by August. However, the path remains tight both procedurally and politically. Supporters must reconcile competing versions from the Senate Agriculture and Banking Committees into a single text. Key challenges include securing bipartisan support, especially from some Senate Agriculture Democrats, to reach the 60 votes needed to overcome a filibuster. Within the Banking Committee, Democratic support from Senators Gallego and Alsobrooks remains contingent on finalizing ethics guardrails for officials dealing with crypto, which lead Democratic architect Senator Gillibrand calls "non-negotiable." Additional Democrats are seeking assurances on law enforcement tools for DeFi, though some industry participants fear this could weaken legal protections for software developers. Observers debate whether the August recess is a firm deadline, with some warning that campaign season could derail the bill. Others, like a policy expert from the Hyperliquid Policy Center, believe enough political capital has been invested to keep it on the agenda, though slipping into next year risks disruption from the midterm elections and potential leadership changes.

bitcoinist2 дня назад 11:01

Senate Makes Move Toward CLARITY Act: August Signing Target Stays Alive, For Now

bitcoinist2 дня назад 11:01

Cryptocurrency Targets the $49 Trillion US Retirement Market

Cryptocurrency is targeting the U.S. retirement market, valued at $49.1 trillion, through Self-Directed IRAs. These accounts allow investments beyond traditional stocks and bonds into assets like real estate, gold, and nearly 100 crypto tokens. IRA Financial founder Adam Bergman argues that mainstream institutions have limited access to such alternative assets to protect their fee-based revenue, not due to risk alone. Regulatory shifts, including a revoked cautionary note and a recent pro-alternative asset executive order, are opening doors. IRA Financial's new platform consolidates stocks, crypto, and other assets under one low annual fee, unlike typical asset-based charges. Bergman, a former tax lawyer and early Bitcoin adopter, cites examples like Peter Thiel's tax-free Roth IRA growth. However, experts warn of significant risks: self-directed IRAs lack custodian investment reviews, face custody vulnerabilities (highlighted by a $36M hack on IRA Financial's Gemini accounts), and risk disqualification if investors hold private keys. Despite risks, Bergman maintains high personal allocation to alternatives, seeing them as key to wealth building. The convergence of policy, platform innovation, and generational demand is pulling crypto into retirement planning, but requires careful, advised consideration due to its complexity and potential pitfalls.

marsbit2 дня назад 10:50

Cryptocurrency Targets the $49 Trillion US Retirement Market

marsbit2 дня назад 10:50

Reddit Crypto Discussion: Tech Stocks Surge for 8 Months, Is the Crypto Community Starting to 'Accept Fate'?

Reddit Crypto Discussion: Has the Community 'Given Up' as Tech Stocks Soar? A recent post on Reddit's r/CryptoMarkets asking if the crypto market feels "dead" compared to surging tech stocks has sparked intense debate. The discussion highlights a community grappling with underperformance: Bitcoin is down ~44% from its October 2025 high and ~20% YTD in 2026, while the S&P 500 and Nasdaq 100 have gained significantly. The debate features classic opposing views. Some users, citing Bitcoin's history, are "cycle believers" who anticipate a return to form, arguing it has "died" many times before. Others counter that crypto's narratives keep shifting without delivering a stable, compelling real-world use case beyond speculation. A prevalent third view pinpoints AI as the core issue: the tech sector's transformative boom is absorbing all attention and capital, while crypto lacks a comparable, impactful utility. Data supports the pessimistic mood. Bitcoin spot ETFs saw their largest monthly net outflow in May 2026 (~$2.3B), indicating institutional de-risking. The Crypto Fear & Greed Index has fallen to "Fear" levels. When asked about the timing of a potential market rotation back to crypto, answers are uncertain. A key practical point raised is the current high-interest-rate environment, which makes stable yields from cash and bonds attractive, reducing incentive to move into volatile assets like crypto. The underlying anxiety, as one user summarized, is "opportunity cost"—the worry about missing gains elsewhere while waiting for a crypto revival.

marsbit2 дня назад 10:49

Reddit Crypto Discussion: Tech Stocks Surge for 8 Months, Is the Crypto Community Starting to 'Accept Fate'?

marsbit2 дня назад 10:49

Chatbot has been burning money for three years, is it still the 'New Continent' of the AI era?

For years, the AI industry has been guided by a singular "map" — the belief that the AI era's "new continent" would be found in the Chatbot, a super-app akin to the mobile internet's super-apps. This belief was fueled by ChatGPT's explosive 2022 debut. However, three years of heavy investment reveal a different reality: the Chatbot-as-ultimate-entry-point model is struggling. The core issue is economic. Chatbots defy traditional internet economics. Unlike apps with near-zero marginal cost, each AI query consumes significant, expensive compute. More users mean higher costs, not profits. OpenAI, despite ~900M weekly active users, reportedly loses money. The expected network effects and data flywheels that power internet giants are weak in Chatbots, as one user's interactions don't improve another's experience. Monetization is a major hurdle. The subscription model faces low conversion rates, especially in China where users expect AI to be free. The "free + ads" model also struggles. Chatbot interactions often lack commercial intent, and inserting ads compromises the trust essential for an answer engine. Perplexity's minimal ad revenue and subsequent pivot away from ads highlight this difficulty. Switching between Chatbots is easy, making user loyalty low and competition a potential race to the bottom on price. Data suggests the standalone Chatbot's growth is slowing, and user engagement (avg. ~6 mins/day) pales compared to apps like TikTok. The product form itself is limiting; studies show nearly half of interactions are simple Q&A, trapping AI's potential in a passive, single-turn "cage." A contrasting, more successful path is emerging, exemplified by Anthropic. With over 85% of its ~$30B annualized revenue from enterprises, it focuses on AI as a productivity tool, not a companion. The rise of AI Agents (like OpenClaw) and the integration of AI into existing workflows (e.g., Google's AI Overviews, Apple Intelligence in OS) signal a shift. The future may not be a dominant Chatbot app, but AI embedded seamlessly into social apps, operating systems, and hardware — a capability-layer revolution, not a new distribution container. The conclusion is clear: the old "map" centered on a standalone Chatbot super-app is leading to a dead end. To find the true valuable "continent" of the AI era, the industry must update its navigation to prioritize deep integration, practical utility, and sustainable economics over a generic conversation window.

marsbit2 дня назад 10:35

Chatbot has been burning money for three years, is it still the 'New Continent' of the AI era?

marsbit2 дня назад 10:35

Multi-Chain Decentralized Over-Collateralized Stablecoin USDD Debuts at 2026 Istanbul Blockchain Week

On June 2, 2026, the Istanbul Blockchain Week (IBW) commenced at the Istanbul Bomonti Hilton Hotel & Conference Center. During this major two-day Web3 industry event, the multi-chain over-collateralized decentralized stablecoin USDD made its appearance. USDD, in partnership with TRON, established a joint exhibition booth to showcase the latest developments in stablecoin and Web3 ecosystems to attendees. The event, now in its fifth year and organized by EAK Digital, focused on key topics including Real World Asset tokenization (RWA), Artificial Intelligence (AI), stablecoins, regulatory compliance, privacy protection, and Decentralized Finance (DeFi). It attracted numerous leading global Web3 institutions, industry leaders, and innovative projects. USDD aims to leverage this platform to deepen connections with global Web3 resources and further empower its global ecosystem expansion and application adoption.

marsbit2 дня назад 10:01

Multi-Chain Decentralized Over-Collateralized Stablecoin USDD Debuts at 2026 Istanbul Blockchain Week

marsbit2 дня назад 10:01

TaiJi Completes $3.5 Million Strategic Financing with Participation from Castrum Capital, Becker Ventures, and Coinvestor Ventures

TaiJi, an AI-driven market intelligence platform for Web3, has completed a $3.5 million strategic funding round. The investment was led by Castrum Capital, Becker Ventures, and Coinvestor Ventures. The funds will be allocated to product R&D, upgrading its AI inference engine, building a multi-agent analysis system, improving market data infrastructure, expanding its global community, and advancing ecosystem partnerships, particularly within the BSC ecosystem. TaiJi aims to transform how users understand the Web3 market by moving beyond simple data display. It integrates market data, on-chain signals, liquidity changes, social sentiment, and news events into a unified AI system. This system generates structured event inferences, impact pathways, risk assessments, and follow-up indicators. The platform's core approach involves a multi-agent framework where specialized agents (Market, On-chain, Sentiment, Risk, Event) collaboratively analyze disparate signals to produce coherent market intelligence. Its initial product will feature modules including Market Intelligence, a Scenario Engine for AI-powered event analysis, an Impact Map, Risk Signals, and a personalized user dashboard called "My TaiJi." TaiJi emphasizes that it does not custody user assets, execute trades, provide investment advice, or promise returns. Following this funding round, the company plans to accelerate product development and testing, gradually rolling out its core features to the broader Web3 market.

marsbit2 дня назад 09:47

TaiJi Completes $3.5 Million Strategic Financing with Participation from Castrum Capital, Becker Ventures, and Coinvestor Ventures

marsbit2 дня назад 09:47

Huang Renxun and Marvell CEO Discuss on Stage: The Future of AI Competition is Not Computing Power but Connectivity, 'Use Copper Where You Can, Use Optics Only Where You Must'

Summary: At Computex 2024, NVIDIA CEO Jensen Huang joined Marvell CEO Matt Murphy on stage, highlighting the strategic partnership between their companies. The core theme was that the next decisive battleground for AI infrastructure is not compute or memory, but connectivity. As AI models evolve into vast agent-based systems, the ability to connect millions of processors efficiently is becoming the critical bottleneck. Huang announced NVIDIA's strategic $20 billion investment in Marvell, reflecting the deep integration between their technologies for AI data centers. A key discussion point was the transition from copper to optical interconnects within racks. The guiding principle, articulated by Huang, is: "You use optics wherever you must, you use copper wherever you can." While copper remains cost-effective for short distances, its physical limits are being reached as bandwidth demands double. When moving to 400Gbps, copper can no longer fully connect an entire rack. This shift necessitates innovations like Co-Packaged Optics (CPO), which integrates optical engines directly into the chip package to solve density and power challenges. Marvell demonstrated its 51.2T CPO-based switch, eliminating copper traces on the PCB. The future vision is a "distance-free data center," where optical connectivity removes physical constraints. This allows for fully disaggregated, dynamic architectures where compute, memory, and storage pools can be combined on-demand based on workload requirements, rather than being limited by connection boundaries. Marvell, positioned as a neutral "Switzerland" in the ecosystem with a comprehensive portfolio across all connectivity distances, is central to enabling this next era of AI infrastructure.

marsbit2 дня назад 09:41

Huang Renxun and Marvell CEO Discuss on Stage: The Future of AI Competition is Not Computing Power but Connectivity, 'Use Copper Where You Can, Use Optics Only Where You Must'

marsbit2 дня назад 09:41

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