# Сопутствующие статьи по теме AI

Video | Dialogue with Sei Founder Jay: Belief and Survival Rules Through the Crypto Super Cycle

Video | Conversation with Jay Jog, Founder of Sei: Belief and Survival Strategies Through Crypto’s Super Cycle Jay Jog, co-founder of Sei, shares his journey from Robinhood to building the world’s fastest blockchain. The 2021 GameStop short squeeze and Robinhood’s trading halt revealed structural flaws in traditional finance, inspiring the creation of Sei—a high-performance, decentralized alternative to Nasdaq. Sei began development in 2021, launching its Cosmos-based V1 mainnet in August 2023. To attract more developers, the team integrated EVM support, addressing Ethereum’s scalability limitations. With the launch of parallel EVM in July 2024, Sei achieved up to 50x performance improvements, processing over 5 billion transactions and attracting 100 million unique wallets. Major institutions like BlackRock, Brevan Howard, and Ondo have launched products on Sei, drawn by its growing user base and distribution channels rather than underlying tech alone. Jay emphasizes that real adoption comes from killer apps and user growth, not just high TPS. Reflecting on his journey, Jay highlights the challenges of fundraising after Terra’s collapse and the importance of building through bear markets. He remains optimistic about crypto’s future, citing real-world adoption and regulatory progress. Sei’s vision is a “Wall Street on-chain.” Upcoming upgrades like Sei Giga aim for another 50x performance boost, enabling Nasdaq-level order book systems. The team is also focusing on permissionless asset trading and internal app incubation to drive ecosystem growth. Jay advises investors to build strong conviction in crypto’s value rather than following hype. For developers, he recommends focusing on financial applications and emerging opportunities like AI agent payments, which align with internet-native currencies.

marsbit03/11 04:44

Odaily Exclusive Interview with Gate Founder Dr. Han: From TradFi Integration to Intelligent Web3, Redefining the Boundaries of Exchanges

In a recent interview with Odaily, Dr. Han, founder and CEO of Gate, discussed the exchange's strategic direction, market outlook, and integration of AI and Web3 technologies. He addressed the current perception of slowed innovation in crypto compared to booming sectors like AI, noting that market cycles are normal and AI development ultimately benefits the crypto industry. Gate is actively incorporating AI to enhance internal operations and user experience. Dr. Han envisions a future where a simple AI dialog box could replace traditional product interfaces, handling all user queries and tasks. This vision is part of the broader "Intelligent Web3" concept, which aims to use AI agents to help users navigate the complex and fast-growing crypto information landscape. The exchange's "All in Web3" strategy, formalized in 2025, builds on years of groundwork in decentralized infrastructure, culminating in products like the Gate Wallet. For 2026, Dr. Han highlighted key growth areas: crypto payments, Real World Assets (RWA), and decentralized exchanges (DEXs). Regarding competition from traditional finance, he views the entry of institutions like NYSE and Nasdaq into tokenized stocks as a positive development that brings more users and assets into crypto. Gate's own TradFi business, launched recently, has seen rapid growth, exceeding $95 billion in trading volume, and is designed to create a synergistic "two-way integration" ecosystem with its core crypto services. Dr. Han also discussed challenges, including managing a fully remote workforce and adapting to AI-driven efficiency gains. He defended Gate's high volume of token listings, emphasizing user choice and the provision of protective tools over acting as a gatekeeper. On compliance, Gate has made significant progress, securing licenses across numerous U.S. states, European countries, and other regions since starting its efforts in 2018. Future plans include expanding into new jurisdictions and obtaining additional licenses for payments and derivatives. A long-term goal involves pursuing public listings for its various global entities. The interview concluded with the announcement of GateClaw, an AI agent platform for crypto, representing a first step toward Dr. Han's vision of an AI-driven, interface-free user experience.

Odaily星球日报03/11 04:19

Crypto declines by $1.16T while AI raises $140B – Examining this divide

The cryptocurrency market has experienced a significant downturn, with a total market capitalization decline of approximately $1.16 trillion over the past six months, reflecting reduced investor risk appetite. In contrast, the artificial intelligence sector has attracted substantial investment, raising around $140 billion since February 2026, led by companies like OpenAI and Anthropic. This highlights a stark disparity between traditional AI funding and AI-related crypto tokens, which have a combined valuation of only $15 billion. Public interest in AI has consistently outpaced cryptocurrency searches since 2021, marking the widest divergence in nearly five years. However, this increased attention has not translated into sustained gains for AI tokens, which remain closely tied to broader crypto market cycles rather than AI-specific developments. According to Maria Carola, CEO of StealthEX, this disconnect indicates a monetization gap, with most AI investment currently targeting infrastructure development rather than tokenized ecosystems. While AI tokens like Fetch.ai and Virtual Protocol have historically followed crypto market trends, some analysts believe they could benefit later as decentralized AI applications mature. For now, their performance depends heavily on overall crypto market sentiment, and a sustained recovery in digital assets may be necessary for significant AI token growth.

ambcrypto03/11 04:03

Miners Stop Mining Bitcoin, Sell Electricity to AI

Amid a severe mining profitability crisis in early 2026, with Bitcoin's price below production costs, major mining firms are strategically pivoting from Bitcoin mining to selling power to AI data centers. Publicly traded miners, including Core Scientific, Marathon Digital (MARA), and Bitdeer, have collectively sold over 15,000 BTC to fund this transition. They are repurposing their energy-intensive operations into high-density AI computing facilities, capitalizing on the explosive demand for AI inference workloads, which offers more stable, long-term dollar-denominated contracts compared to the volatility of crypto mining revenues. Financial analysts note that shifting power from mining to AI can increase asset valuation by over 10x. While this mass sell-off has contributed to negative market sentiment and some of the longest "miner capitulation" periods on record, on-chain metrics simultaneously suggest Bitcoin may be nearing a cyclical bottom. Ultimately, this shift transforms these companies from perpetual Bitcoin sellers into neutral or even potential future buyers, strengthening the Bitcoin network's long-term health by removing structural selling pressure and creating a more efficient mining ecosystem.

marsbit03/11 03:42

Crypto Morning Brief: Meta Acquires Moltbook, Nvidia Plans to Launch NemoClaw

Crypto Morning Brief: Meta acquires Moltbook, Nvidia plans to launch NemoClaw U.S. Defense Secretary announced plans for high-intensity strikes against Iran. The IEA proposed its largest-ever oil reserve release to curb rising prices. The first "Lobster Conference" on AI agents will be held in Shanghai in March 2026. In tech and crypto news, Meta acquired Moltbook, terms undisclosed. SolanaFloor was acquired by Jito and resumed operations. Kraken's xStocks platform launched a points program, hinting at a potential token. Nasdaq partnered with Seturion to advance tokenized settlement in Europe. China's national internet emergency center issued a security risk warning for OpenClaw AI agents, recommending enhanced security measures for deployment. Nvidia plans to introduce an open-source AI agent platform named NemoClaw, targeting enterprise use without hardware restrictions. Peter Thiel's Founders Fund is nearing a $6 billion raise for its new growth fund. Tencent is reportedly building a new AI agent for its WeChat app. Recommended reads include analysis on Bitcoin as AI's native currency, a market summary of volatile oil prices and a stable crypto market, and perspectives on how AI and institutional capital are transforming crypto.

marsbit03/11 01:23

How Tron’s entry into AAIF could position TRX to lead AI agent boom

ambcrypto03/11 00:02

AI Lobster Ranking, XXX Takes an Overwhelming First Place; Governments Compete to Issue Token Subsidies; Airdrop Hunters Have Started Delivering for Meituan

This article summarizes recent discussions in the cryptocurrency space based on content from the X platform. Key topics include: - An "AI Lobster Ranking" where the top performer significantly outpaces the others, with the combined scores of the second to sixth places being less than one-tenth of the first. - Major Chinese municipalities are introducing token subsidies to encourage development, drawing comparisons to past electricity subsidies and sparking mixed reactions about the government's strategy. - Elon Musk's X platform is reportedly preparing to launch "Xmoney," featuring an 8% annual yield, which could disrupt the crypto exchange landscape if fully implemented. - "Airdrop hunters" (people seeking crypto rewards) are expressing anxiety about the increasing difficulty of profiting in the Web3 space, with some humorously mentioning turning to alternative jobs like working for Meituan (a delivery platform). - A list of controversial Key Opinion Leaders (KOLs) is being circulated, questioning their credibility. The content is presented as community discussion and explicitly states it does not constitute investment advice.

比推03/10 22:47

Miners May Never See the Next Bull Market Again

The Bitcoin mining industry is facing a structural shift as AI and high-performance computing (HPC) demand grows, but the core challenge lies in its deteriorating economics, not just competition from AI, according to Liang Wang, VP of Canaan. While Bitcoin may still experience future bull markets, mining profitability has significantly declined compared to five years ago due to halving cycles and stagnant Bitcoin prices relative to operational costs. Miners now operate on thin margins, often continuing operations for revenue stability and their role in grid balancing, as mining rigs provide flexible load management for power systems—unlike continuous-run AI/HPC workloads. Wang emphasizes that AI and mining are complementary rather than zero-sum, with mining’s unique ability to absorb excess energy remaining valuable. Looking ahead, post-2028, monetary gains may no longer drive the industry; instead, mining will likely persist through grid services, waste heat recovery, and leveraging stranded resources. Geopolitically, North America offers predictability, while regions like China remain complex and high-risk due to regulatory uncertainty. Despite AI’s growth, chip supply for miners is seen as a long-term collaboration issue rather than a direct threat.

比推03/10 21:41

NVIDIA's Jensen Huang Latest Article: The 'Five-Layer Cake' of AI

NVIDIA's Jensen Huang articulates AI not merely as a software application but as a fundamental infrastructure, comparable to electricity or the internet, in a layered "five-layer cake" structure. This stack begins with **Energy** as the foundational constraint, powering real-time intelligence generation. Above it, **Chips** convert energy into computational power efficiently. The **Infrastructure** layer comprises data centers and systems that function as "AI factories." **Models** form the next layer, processing diverse data types like language, biology, and physics. At the top, **Applications**—such as drug discovery, autonomous vehicles, and robotics—create economic value. Huang emphasizes that AI is an industrial-scale transformation, driving massive global infrastructure expansion requiring trillions in investment and a skilled workforce—from electricians to network technicians—beyond just computer scientists. He notes that AI has recently crossed a threshold: models are now reliable enough for widespread use, reducing hallucinations and improving reasoning, which accelerates real-world applications. Open-source models, like DeepSeek-R1, further propel growth across the entire stack. This infrastructure revolution will reshape energy consumption, manufacturing, labor, and economic growth. Every company and country will participate, though the field remains early-stage, with vast opportunities and responsibilities ahead.

marsbit03/10 14:18