# Сопутствующие статьи по теме AI

Новостной центр HTX предлагает последние статьи и углубленный анализ по "AI", охватывающие рыночные тренды, новости проектов, развитие технологий и политику регулирования в криптоиндустрии.

Is the Sharp Decline Over? Let the Data Speak

**Has the Sharp Decline Ended? Let Data Speak** Bitcoin's recent significant drop has placed short sellers in a precarious position. Three concurrent pressures—sustained outflows from ETFs, miners offloading coins to exchanges, and short-term holders capitulating—pushed the price near $63k. The asset fell 13% this week and 21% this month, roughly halving from its all-time high. A critical data point is the extremely crowded short positioning, with a short-to-long ratio reaching 8:1, representing nearly $100 billion in short interest overhead. This creates conditions for a potential short squeeze if selling pressure merely pauses, similar to the event in November 2022 which triggered a 24% rally. The selling pressures are real: spot Bitcoin ETFs have seen a record $5.4 billion outflow over 20 days. Short-term holders moved 53k loss-held BTC to exchanges in a day, and miners sent 24k BTC to Binance, a six-month high. Capital is also rotating towards AI and tech stocks like SpaceX, with $400 billion invested in AI infrastructure recently. However, on-chain data shows accumulation by long-term holders, who added 200k BTC in a month, and institutions/miners have absorbed 1.24 million BTC since 2023. This indicates strong buying beneath the surface. Key levels to watch are the $67k-$70k zone (2021 high & 2024 breakout point). A swift recovery above it suggests a leverage washout; failure could test $60k-$55k. The direction also hinges on ETF flow reversal. Currently, the S&P 500 hits new highs driven by AI, while Bitcoin and DeFi (TVL down from $173b to $73.9b) lag. The most probable path is a grinding basing process between $60k-$58k with continued ETF outflows. A less likely but explosive scenario involves a sudden flow reversal, a surge above $70k triggering a short squeeze, and a rally back above $76k. The immediate trigger depends on when the relentless selling pauses. A final cautionary note questions Bitcoin's correlation: if the high-flying U.S. stock market corrects, will Bitcoin once again miss the rally but not the decline?

foresightnews_api06/05 05:58

Is the Sharp Decline Over? Let the Data Speak

foresightnews_api06/05 05:58

Single-Day Plunge of 30%, Arthur Hayes Suddenly Liquidates: Why Did ZEC Get Exploded by Security Issues?

On June 5th, Zcash founder Zooko Wilcox disclosed a critical soundness vulnerability in the project's latest Orchard privacy pool. This flaw, found in the elliptic curve multiplication constraints, could allow an attacker to create unlimited counterfeit ZEC within the shielded pool, with transactions appearing valid. The vulnerability was discovered in late May by security researcher Taylor Hornby, who utilized Anthropic's new Opus 4.8 AI model for a targeted audit. The Zcash ecosystem had already performed an emergency network upgrade to patch the issue. However, the detailed disclosure triggered severe market panic, causing ZEC's price to plummet over 30% in a single day. Notably, prominent investor Arthur Hayes announced he had sold his entire ZEC position following the news. The incident starkly challenges the "technological trust" narrative central to privacy coins. Despite years of top-tier cryptographic audits, the bug persisted until uncovered with advanced AI-assisted research. This highlights the growing gap between theoretical perfection and practical implementation in privacy technology. The event serves as a industry-wide warning: in an AI-driven security landscape, the assumption that "undiscovered equals safe" is obsolete. It underscores the urgent need for continuous, proactive security practices combining AI audits, formal verification, and rapid response mechanisms.

foresightnews_api06/05 04:34

Single-Day Plunge of 30%, Arthur Hayes Suddenly Liquidates: Why Did ZEC Get Exploded by Security Issues?

foresightnews_api06/05 04:34

Bitcoin's Decline Marks the Transformation of Crypto

Title: The Decline of Bitcoin Marks the Transformation of Crypto While Bitcoin's price recently fell below $70,000, down approximately 45% from its peak, the broader crypto industry is not following it into decline. Instead, crypto is maturing and evolving beyond its dependence on Bitcoin's price movements. Two of Bitcoin's core functions are being usurped. First, AI has captured its role as the primary speculative asset. AI, with its tangible revenue, explosive demand, and massive capital inflows ($700-830 billion in 2024), is siphoning off the speculative "hot money" that once drove Bitcoin. It also contributes to a sustained high-interest-rate environment, further tightening liquidity for assets like Bitcoin. Second, dollar-pegged stablecoins like USDC and USDT have replaced Bitcoin as the crypto market's foundational currency and primary on/off-ramp. Most trading pairs and on-chain transactions are now settled in stablecoins, severing the historical link where all capital inflows had to pass through Bitcoin first. This decoupling allows projects to thrive based on their own fundamentals rather than Bitcoin's price. Examples include Hyperliquid, an on-chain derivatives exchange with annual revenues of $8-13 billion, and prediction market platform Polymarket, valued at $200 billion with $3.65 billion in annual fees. These projects are evaluated on traditional metrics like revenue and user growth. New opportunities are emerging, particularly around privacy. Privacy coins like Zcash (ZEC) are seeing surging demand, while infrastructure like NEAR enables private, cross-chain asset transfers without requiring users to hold a specific token—privacy becomes a universal service layer. In this new paradigm, stablecoins are the universal cash, various project tokens represent equity, and privacy-enabled cross-chain coordination layers (like NEAR) act as the critical infrastructure connecting a fragmented, multi-chain ecosystem. Bitcoin is now just one asset among many. The era where the entire crypto market moved in lockstep with Bitcoin is over. The industry's health should now be judged by project fundamentals—real revenue, active users, and tokenomics that capture value—and the development of the underlying infrastructure enabling a mature, dollar-denominated crypto economy.

foresightnews_api06/05 04:28

Bitcoin's Decline Marks the Transformation of Crypto

foresightnews_api06/05 04:28

After being noticed by IBM, the token of three.ws surged 50 times

IBM's public acknowledgment and collaboration with Solana AI project three.ws sparked a massive 50x surge in its $THREE token. Three.ws is building a "3D Agent Layer" for the internet, aiming to move AI beyond chat interfaces into interactive 3D digital characters that can be embedded on websites. These agents possess bodies (3D models), brains (LLMs), memory, skills, and optional on-chain identities and wallets for payments. The platform's architecture consists of four layers: a Viewer layer for 3D rendering, an Agent layer for AI behavior and skills, an optional Identity layer for persistent profiles, and an Embedding layer for deployment. For monetization, developers can set per-use fees for agent interactions, paid in USDC via the x402 protocol. Key to its enterprise strategy are partnerships with IBM and AWS. Integration with AWS Marketplace provides enterprise billing and deployment channels, while the IBM collaboration aims to combine three.ws's 3D agents with IBM's enterprise AI, cloud services, and Granite models. The challenge remains whether businesses will adopt these embodied AI agents and what utility the $THREE token will ultimately hold within the ecosystem.

foresightnews_api06/05 04:27

After being noticed by IBM, the token of three.ws surged 50 times

foresightnews_api06/05 04:27

Lightspark CEO: In Ten Years, Bitcoin Will Be as Invisible as TCP/IP, Yet Power Trillions in Daily Transactions

A decade from now, Bitcoin will function like TCP/IP — invisible yet foundational, supporting trillions in daily transactions globally, according to Lightspark CEO David Marcus. In this future, a coffee shop in Lagos receives instant payment, a manufacturer in São Paulo settles an invoice with a supplier in Ho Chi Minh City, and a freelancer in Bangalore gets paid weekly from an Austin startup — all via Bitcoin's settlement layer, with none of the parties consciously interacting with it. This vision parallels the adoption of open protocols: first driven by necessity where existing systems fail, then scaling rapidly as tools mature and economic benefits become clear. The structural shift begins with wallets. Modern non-custodial wallets, like Spark, allow users to hold dollars, local currency, and Bitcoin in a single address, seamlessly switching between them. This eliminates friction and revolutionizes global custody, moving significant deposits to user-controlled keys not by ideology, but by superior utility. As a result, Bitcoin becomes the default savings layer for billions, as its fixed supply and appreciating value make it a rational choice for savers holding it alongside stablecoins in their everyday wallets. Businesses follow a similar path, from small companies in emerging markets to multinational corporations, holding Bitcoin alongside operational stablecoins. The latest trend is direct Bitcoin transactions for commerce. When both parties hold Bitcoin, transacting in it becomes the simplest option — no conversions, no intermediary currency. This starts in niche areas like high-value B2B settlements but grows as infrastructure makes sending Bitcoin as easy as stablecoins. An accelerating force is AI agents. By 2036, AI agents conducting commerce on behalf of individuals and firms will increasingly choose Bitcoin for settlement. Optimizing for speed, finality, and minimal counterparty risk across jurisdictions, they find Bitcoin's global, neutral, and programmable network ideal for netting and settling obligations. Thus, Bitcoin is becoming the native currency for machine commerce, just as it has become a native savings asset for humans. The global monetary system is being rebuilt from the protocol layer: open infrastructure, default self-custody, Bitcoin settling everything underneath, with stablecoins as the interface. Most users won't think about Bitcoin when they transact — and they won't need to.

foresightnews_api06/05 04:24

Lightspark CEO: In Ten Years, Bitcoin Will Be as Invisible as TCP/IP, Yet Power Trillions in Daily Transactions

foresightnews_api06/05 04:24

Ethereum Foundation Researcher: Quantum Day Is Approaching, Plans to Complete Quantum-Resistant Migration by 2029

Ethereum Foundation researcher Justin Drake discusses the implications of a recent quantum computing breakthrough by Google’s quantum AI team, which demonstrated a 10x efficiency improvement in Shor’s algorithm against the secp256k1 elliptic curve used in Bitcoin and Ethereum. Notably, Google kept key algorithmic details confidential, using zero-knowledge proofs to verify the result without disclosure—a first in academia. Shortly after, the core optimization was independently reproduced, and an open-source competition (ecdsa.fail) emerged, further improving the algorithm by 8.4%. Meanwhile, startup Oratomic published research suggesting that neutral-atom quantum architectures could break secp256k1 with only 10,000 physical qubits, accelerating the timeline for "Q-Day"—the day quantum computers can break widely used cryptography. Drake estimates a 50% probability of Q-Day by 2032 and a 10% chance by 2030, contrasting with the U.S. government’s more conservative 2035 forecast. He warns against panic but stresses timely migration to post-quantum cryptography. Ethereum plans to complete its migration by 2029, covering consensus, data, and execution layers with hash-based systems. The Foundation is also developing leanVM, a formally verifiable zkVM, and has launched two $1 million initiatives to advance SNARK-friendly cryptography.

foresightnews_api06/05 04:07

Ethereum Foundation Researcher: Quantum Day Is Approaching, Plans to Complete Quantum-Resistant Migration by 2029

foresightnews_api06/05 04:07

Fed Officials: The Current Choice Is Between Patience and Interest Rate Hikes; Inflation Is Top Economic Risk, AI Not Impactful Currently

Fed officials sent hawkish signals on inflation and interest rates. Key officials emphasized that the central bank's current choice is between maintaining patience and considering rate hikes to combat stubbornly high inflation, which they identified as the top economic risk. Kansas City Fed President Jeffrey Schmid explicitly placed rate hikes on the table, while San Francisco Fed President Mary Daly stated policy is in a good place but the Fed is prepared to move in "either direction," cautioning that forward guidance could be misleading amid high uncertainty. Market pricing now reflects a significant chance of a rate increase this year. Regarding AI, officials noted it is currently neither raising nor lowering inflation and has not yet delivered widespread productivity gains at a macroeconomic level. While AI could become a disinflationary force over a five-to-ten-year horizon, it is not an immediate factor for near-term monetary policy decisions. The next FOMC meeting in June is widely expected to leave rates unchanged. Officials also observed that the labor market appears balanced and is showing signs of stabilizing.

marsbit06/05 02:48

Fed Officials: The Current Choice Is Between Patience and Interest Rate Hikes; Inflation Is Top Economic Risk, AI Not Impactful Currently

marsbit06/05 02:48

Should You Buy SpaceX Stock at $1.7 Trillion? Here's What the Market Is Worried About

SpaceX is preparing for a massive IPO aiming to raise around $75 billion at a valuation of approximately $1.75 trillion. While its achievements in reusable rockets and the profitable Starlink satellite internet service are clear, the market is concerned about the aggressive valuation. Key issues include: the current $1.75 trillion valuation, which is about 94 times 2025 revenue, seems to price in not just existing businesses but also unproven future ventures like AI infrastructure and orbital data centers. Financially, while Starlink is profitable, the AI division, bolstered by the acquisition of xAI, is incurring massive losses and consuming the majority of capital expenditures. This acquisition also introduced complex related-party financing arrangements and debt onto SpaceX's balance sheet. Furthermore, corporate governance poses a challenge. SpaceX's dual-class share structure ensures founder Elon Musk retains absolute control, limiting ordinary shareholders' influence over high-risk, long-term strategic decisions. The future success of ambitious projects like the Starship rocket—critical for lowering costs and enabling new services—remains a significant variable for the valuation. In summary, the market's apprehension (FUD) centers not on doubting SpaceX's past technological triumphs but on questioning how much premium public investors should pay for a future that combines proven profits with highly speculative and capital-intensive new ventures, all under a governance structure that offers limited shareholder oversight.

marsbit06/05 01:51

Should You Buy SpaceX Stock at $1.7 Trillion? Here's What the Market Is Worried About

marsbit06/05 01:51

The End of Single-Factor Cryptography

The article "The End of Single-Factor Crypto" posits a fundamental shift in the cryptocurrency ecosystem. It argues the era where crypto asset valuations were predominantly driven by, and correlated with, Bitcoin's price is ending. The space is bifurcating into two distinct economies: endogenous and exogenous. The endogenous economy represents traditional crypto, where token and project values are directly tied to crypto market prices. The emerging exogenous economy comprises projects and businesses that may utilize blockchain technology or tokens but derive their fundamental value from external, non-crypto factors like consumer demand, subscription revenue, or real-world utility. Examples include AI inference platforms like Venice, fintech lenders using blockchain for efficiency, and stablecoin/payment infrastructure companies acquired by giants like Mastercard and Stripe. This shift means investment analysis must change. For exogenous assets, evaluating traditional business fundamentals—such as revenue streams, unit economics, and competitive moats—becomes more critical than tracking Bitcoin charts. While endogenous assets like Bitcoin remain relevant, the growth of the exogenous category is driven by measurable demand independent of crypto price cycles, paving the way for a new, more diversified market phase. Consequently, crypto is evolving from a single-factor, reflexive asset class into a multifaceted ecosystem with varied drivers and investment theses.

marsbit06/05 01:46

The End of Single-Factor Cryptography

marsbit06/05 01:46

55TB to 28TB? The Rumor and Panic Behind Rubin's Memory Being Halved

Title: 55TB to 28TB? The Rumor and Panic Behind the Potential Halving of Rubin's Memory. On June 4th, a report from SemiAnalysis suggested NVIDIA's next-gen Vera Rubin NVL72 AI rack may ship with roughly 28TB of SOCAMM DRAM per rack instead of the anticipated 55TB, primarily using 96GB modules. This sparked a market panic, causing Micron's stock to drop over 10% on fears of halved memory demand. However, the article argues this panic is misguided for several key reasons. First, SOCAMM modules are socketed and upgradeable, not soldered. Lower initial configuration doesn't mean permanent demand loss. Second, the primary driver is a severe 2026 LPDDR5X supply shortage, not diminished need. NVIDIA is likely prioritizing rack shipments with available components. Third, with fixed total LPDDR5X supply, using less per rack could allow NVIDIA to ship *more* racks, not necessarily reducing overall memory orders. Micron's sharp drop was also attributed to a broader semiconductor sell-off triggered by Broadcom's earnings, with the SemiAnalysis report providing a convenient narrative for profit-taking after Micron's massive rally. In summary: the report on lower default configurations is likely accurate, but interpreting it as a demand collapse is wrong. The real risk for Micron lies in its reportedly minimal HBM4 share for Rubin, not in potentially flexible SOCAMM demand. The sell-off appears more like a correction amplified by coinciding negative catalysts.

marsbit06/05 01:15

55TB to 28TB? The Rumor and Panic Behind Rubin's Memory Being Halved

marsbit06/05 01:15

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