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IBM Loses $40 Billion, Block Lays Off Half Its Workforce Yet Stock Rises: In the AI Era, What Assets Are Worth Tokenizing?

On February 23, 2026, IBM’s stock plummeted 13.2%, erasing $40 billion in market value, after AI startup Anthropic announced its Claude Code tool could modernize IBM’s legacy COBOL systems—a core profit driver for IBM. In contrast, Block’s stock surged 24% three days later despite announcing a 50% workforce reduction, citing AI-driven efficiency gains. These divergent reactions highlight how AI is redefining asset value. The article argues AI acts as a "repricer" of assets, favoring those with "AI immunity." Key traits include non-codability (e.g., IBM’s hardware-software integration, which AI can’t fully replicate), data moats (exclusive, high-quality data), and AI-augmentability (assets enhanced, not replaced, by AI). Assets vulnerable to AI are those reliant on human intermediation or standardized processes. The framework extends to real-world asset (RWA) tokenization. Assets worth tokenizing are those resilient to AI-driven devaluation, such as energy infrastructure, GPU computing power, exclusive data assets, and hybrid physical-digital assets. The piece cautions against tokenizing assets dependent on human intermediaries or lacking data moats. The conclusion urges executives to stress-test their asset portfolios using the "AI immunity" framework, dynamically manage asset allocation, and carefully evaluate RWA strategies based on AI resilience. It emphasizes that in the AI era, sustainable assets are those that leverage human judgment and possess inherent physical or exclusive value.

marsbit03/19 01:25

IBM Loses $40 Billion, Block Lays Off Half Its Workforce Yet Stock Rises: In the AI Era, What Assets Are Worth Tokenizing?

marsbit03/19 01:25

XRP $1.50 Breakout Was No Coincidence – Here’s What’s Happening Underneath The Move

XRP's recent breakout above $1.50 is not a random occurrence but a result of strong underlying fundamentals, according to market analysis. The move is supported by improved liquidity, stronger market structure, and persistent buyer demand. Analysts point to significant capital buildup on exchanges, including two large positions worth $16 million and $18 million prior to the surge. The breakout triggered forced short liquidations, further driving the price upward. On-chain data shows growing interest in XRP and the XRP Ledger (XRPL), with non-empty wallets reaching a record 7.7 million—the highest in its 13-year history. Active addresses also hit a 5-week high, indicating renewed retail and institutional engagement. This increased on-chain activity correlates with XRP's price surge of over 14% in 48 hours, breaching $1.60. The trend suggests a potential sustained upward movement if current conditions persist.

bitcoinist03/19 01:10

XRP $1.50 Breakout Was No Coincidence – Here’s What’s Happening Underneath The Move

bitcoinist03/19 01:10

The AI Cycle Is Here: Should Web3 Entrepreneurs Pivot to AI?

The article discusses whether Web3 entrepreneurs should pivot to AI amid the growing AI trend, using the metaphor of "raising lobsters" to symbolize the current hype. It notes that while Web3 projects are exploring AI agents for blockchain interactions, identity systems, and payments, many teams are merely chasing narratives rather than building sustainable products. The author cautions against abrupt shifts to AI, highlighting the high barriers, intense competition, and the risk of abandoning hard-earned Web3 expertise. Instead, they suggest a hybrid approach: leveraging Web3’s strengths—such as decentralized data verification, identity management, and micro-payment systems—to address AI’s unresolved challenges like data provenance, agent collaboration, and automated settlements. Key considerations for Web3 teams include assessing their core competencies (e.g., data infrastructure, identity protocols, or application layers), identifying real-world use cases with paying users, and evaluating existing resources (data networks, developer ecosystems) to avoid building in isolation. The goal is to abandon narrative-driven pivots and focus on practical integrations where crypto and AI complement each other.

marsbit03/19 00:33

The AI Cycle Is Here: Should Web3 Entrepreneurs Pivot to AI?

marsbit03/19 00:33

Disney's Olaf Robot Goes Viral, Trump Postpones Visit to China...

Here is a summary of the key discussions from crypto KOLs on X over the past 24 hours: **Disney's Olaf Robot Steals the Show at GTC:** A highly advanced, animatronic Snowman Olaf from Disney became a major talking point at the conference. Users noted its "humanized interaction" capabilities, powered by the Jetson AGX Thor chip, which allows for real-time multi-modal reasoning and complex motion training. This was seen as a significant milestone for AI scaling laws entering the physical world. Some pointed out that the on-stage dialogue was pre-recorded and that a similar robot has existed for years. **Trump Postpones Visit to China:** Former President Donald Trump's decision to delay a planned trip to China was widely discussed. Commentators characterized the move as typical of his unpredictable, "随心所欲" (whimsical) nature. Some speculated he might be "operating a prediction market," with one user quipping, "The first rule of winning: never go where you lose." **Yi Lihua Announces New Fund:** Crypto investor Yi Lihua announced he is preparing a new fund platform. The community response was mixed and skeptical. Replies ranged from praising his good attitude to accusations of market manipulation, suggesting his public statements are often contrary to his actual actions, such as secretly shorting the market or encouraging others to "lift the sedan chair" for his exit. **KOLs on Passive Income:** Several key opinion leaders shared their views and strategies for generating passive income, though specific details of these discussions were not elaborated in the provided text.

比推03/19 00:31

Disney's Olaf Robot Goes Viral, Trump Postpones Visit to China...

比推03/19 00:31

‘Liquidity still low’- Bitcoin’s $75K rally looks fragile, warns analysts

Despite Bitcoin's recovery to $75,000, analysts from Amberdata warn that the rally appears fragile due to structurally weak orderbook liquidity, which remains below pre-October crash levels. Current liquidity, though improved to over $30 million, is still insufficient compared to the $40 million+ considered healthy, making the market vulnerable to large downward moves if selling pressure returns. A decline below $25 million in liquidity, combined with high volume, could trigger significant liquidation cascades. Additionally, increased Bitcoin inflows and potential resistance near $75,000–$85,000 may cool the rally. For a sustained breakout, Bitcoin must firmly hold above $75,000 as support, indicating strong spot-driven demand.

ambcrypto03/19 00:01

‘Liquidity still low’- Bitcoin’s $75K rally looks fragile, warns analysts

ambcrypto03/19 00:01

Dogwifhat Jumpstarting The Solana Meme Coin Season: Analyst Predicts 750% Rally For WIF

The Solana meme coin season is potentially being jumpstarted by Dogwifhat (WIF), with analyst John Carter predicting a massive 750% price rally. Carter's technical analysis points to a descending channel pattern on WIF's chart, with the coin currently testing a critical support zone between $0.170 and $0.185. He suggests this indicates potential accumulation and a staged recovery, targeting key resistance levels at $0.27, $0.36, $0.48, $0.70, $0.85, and $1.03, with the upper channel boundary near $1.35 representing the final profit-taking zone. This outlook comes as WIF experiences a 15% weekly surge, rebounding from a prolonged bearish trend and leading a recovery in meme coins alongside Dogecoin and Shiba Inu.

bitcoinist03/18 23:31

Dogwifhat Jumpstarting The Solana Meme Coin Season: Analyst Predicts 750% Rally For WIF

bitcoinist03/18 23:31

Fourth Payout: FTX Recovery Trust Plans ~$2 Billion Distribution To Creditors At Month-End

FTX and its Recovery Trust will begin the fourth distribution to creditors on March 31, 2026, with approximately $2.2 billion to be paid. Eligible claimants will receive funds via their chosen provider—BitGo, Kraken, or Payoneer—within one to three business days. This follows previous distributions in February, May, and September 2025. Under the established priorities, US Customer Entitlement Claims will receive a 5% distribution, achieving full 100% cumulative recovery. Other classes, including General Unsecured Claims and Digital Asset Loan Claims, will also reach 100% recovery, while Convenience Claims will total 120%. Additionally, a payment to preferred equity holders is scheduled for May 29, 2026. Meanwhile, FTX’s native token FTT traded at $0.28, down nearly 8% in 24 hours.

bitcoinist03/18 22:32

Fourth Payout: FTX Recovery Trust Plans ~$2 Billion Distribution To Creditors At Month-End

bitcoinist03/18 22:32

Crypto markets slide after Fed decision as Powell warns inflation risks persist

Crypto markets declined sharply following the Federal Reserve's decision to hold interest rates steady, driven by Chair Jerome Powell's cautious tone on inflation. Bitcoin fell over 5%, Ethereum dropped more than 6%, and other major cryptocurrencies like XRP, Solana, and BNB also posted significant losses. Powell emphasized that inflation remains elevated, with PCE at 2.8% and core inflation at 3.0%, both above the Fed’s 2% target. He reinforced a data-dependent approach, indicating rate cuts are not imminent. This strengthened the "higher-for-longer" interest rate narrative, which negatively impacts risk assets like cryptocurrencies. The broad sell-off underscores crypto’s continued sensitivity to macroeconomic signals and U.S. monetary policy expectations. Markets are likely remain volatile and reactive to incoming economic data and geopolitical developments.

ambcrypto03/18 22:02

Crypto markets slide after Fed decision as Powell warns inflation risks persist

ambcrypto03/18 22:02

U.S. crypto trading nearly doubles to 15% in one year: Here’s how

U.S. crypto trading activity has surged, with its share of global spot trading nearly doubling from 8% to 15% within a year. This growth reflects a shift toward platforms offering deeper liquidity and reduced price impact for large trades. While offshore exchanges still lead in volume, U.S. platforms are gaining ground, especially after regulatory approvals for derivatives market entrants like Coinbase. On-chain data shows negative Bitcoin exchange flows, indicating accumulation and reduced sell-side pressure. Institutional demand via U.S. Spot Bitcoin ETFs continues to support the market with consistent inflows. However, derivatives market analysis reveals significant liquidation clusters between $80K–$90K and $55K–$60K, which may dictate Bitcoin’s near-term price movement. Market sentiment, though still in “Fear” territory, is improving from earlier extremes. Long-term holder activity is near a four-year high, suggesting growing confidence. These signals collectively point to a potential sustained market recovery with buyers gradually taking control.

ambcrypto03/18 21:04

U.S. crypto trading nearly doubles to 15% in one year: Here’s how

ambcrypto03/18 21:04

Jane Street Is Trading Bitcoin Again: What You Should Know About This Major Player

Jane Street, a major trading firm, has resumed significant Bitcoin activity, drawing market attention. Recent on-chain data shows coordinated inflows of over 205 BTC (worth ~$15 million) from exchanges BitMEX and LMAX Digital into a single wallet linked to the firm. The timing and structure suggest institutional positioning or rebalancing. This activity occurs amid ongoing scrutiny of Jane Street’s alleged role in the May 2022 Terra/LUNA collapse. Legal filings claim the firm purchased LUNA at a deep discount before the crash and sold portions for substantial profit, though Jane Street denies wrongdoing, calling it standard market-making. The renewed Bitcoin movements highlight the firm’s continued influence and the market's attention to major players' actions.

bitcoinist03/18 20:32

Jane Street Is Trading Bitcoin Again: What You Should Know About This Major Player

bitcoinist03/18 20:32

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