# Artificial Intelligence的所有文章

在 HTX 新聞中心流覽與「Artificial Intelligence」相關的最新資訊與深度分析。潘蓋市場趨勢、專案動態、技術進展及監管政策，提供權威的加密行業洞察。

Top Manager at GSR Names Conditions for New Bull Rally

A top manager at GSR, Spencer Hallarn, states that the next major bull run in the cryptocurrency market depends on two key conditions: a cooling of the current hype surrounding the artificial intelligence (AI) sector and the start of interest rate cuts by the US Federal Reserve. He explains that the AI sector is absorbing a significant portion of available capital, diverting attention and funds away from crypto. Hallarn believes Bitcoin would lead any rally, as other cryptocurrencies need to prove their value by delivering on long-promised use cases. He notes the current market is sluggish, with low trading volumes tied to low prices and market capitalization. On a declining market, clients are more disciplined in hedging and planning, showing increased interest in over-the-counter risk management solutions and diversification, including through tokenized real-world assets (RWA). Hallarn views tokenization more as a challenge to traditional banking infrastructure than merely a new trading product. The article highlights uncertainty regarding Fed policy, with experts cited suggesting a potential rate hike in September 2026 due to persistent inflation, contrary to market hopes for easing. Meanwhile, AI hype continues unabated, with venture funding in the sector soaring to $300 billion in Q1 2026. The anticipated IPOs of major AI firms like Anthropic and OpenAI could further draw liquidity away from cryptocurrencies.

cryptonews.ru前天 11:52

Top Manager at GSR Names Conditions for New Bull Rally

cryptonews.ru前天 11:52

Block Raises Forecast for 2026 and Holds onto 9117 BTC

Fintech company Block, founded by Jack Dorsey, has raised its 2026 forecast following a strong second quarter. Gross profit grew 25% year-over-year to $3.17 billion. Adjusted operating profit was $863.8 million, up from $549.6 million, while adjusted diluted earnings per share reached $1.02, beating Wall Street consensus. Revenue from Block's Bitcoin ecosystem fell 13% to $1.89 billion, with gross profit down 31% to $72 million. The company attributed this to a strategic reduction of fees on some Bitcoin transactions via Cash App and slower activity in the primary cryptocurrency market. Block also recorded an $88.5 million unrealized loss on its Bitcoin holdings and, per Bitcoin Treasuries, currently holds 9,117 BTC. Block continues to develop its crypto products, adding USDC support and multi-blockchain transactions for the stablecoin in Cash App. The company highlighted its integration of agentic artificial intelligence, which in June assisted in writing and reviewing nearly all production code changes. This aligns with a broader operational overhaul, which included cutting around 4,000 jobs earlier this year, though some employees were later rehired. Block also launched an AI tool, Builderbot, for software development automation and introduced the open-source platform Buzz in July.

cryptonews.ru08/06 11:15

Block Raises Forecast for 2026 and Holds onto 9117 BTC

cryptonews.ru08/06 11:15

KOSPI Index Halts Trading Due to Eighth Price Limit Up Circuit Breaker Trigger of 2026

The South Korean KOSPI index has triggered a market-wide trading halt for the eighth time in 2026, falling another 8% and losing over 28% in the past month. This latest plunge is driven by a severe sell-off in semiconductor and AI-related stocks. Key contributors include a sharp decline in shares of SK Hynix (down 50% from its June high) and heavyweights like Samsung, which comprises 50% of the index. The drop followed a sector-wide weakness triggered by the IPO of Changxin Memory Technology and falling US chip stocks like Nvidia (-4.4%). Analysts point to massive AI financing deals (like Nvidia's $250B support for OpenAI) raising debt cost concerns and questioning AI scalability viability. The article notes Bitcoin's correlation with AI stocks has weakened, but KOSPI's volatility could redirect some liquidity to crypto markets. Blockchain-based exchanges are exploring KOSPI-linked perpetual futures to allow speculation on further declines or a short squeeze, as traditional altcoin trading in South Korea diminishes amid the index's dramatic swings.

cryptonews.ru07/28 11:36

KOSPI Index Halts Trading Due to Eighth Price Limit Up Circuit Breaker Trigger of 2026

cryptonews.ru07/28 11:36

Conversation with the Founder of 42 Macro: The Fed's 'Boiling the Frog Slowly' and the K-Shaped Economy

In a conversation with Anthony Pompliano, Darius Dale, founder of 42 Macro, discusses the Federal Reserve's monetary policy and the K-shaped U.S. economy. Dale characterizes new Fed Chair Kevin Warsh as a "dove in hawk's clothing," expecting the Fed to signal or enact policy tightening in the coming quarters to create room for later easing. He argues current economic signals, including high deficit spending, debt monetization, and credit growth, strongly indicate inflation is not on a credible path back to 2%, forcing the Fed to act. The discussion highlights the stark "K-shaped" economic reality. While top earners, buoyed by massive cash savings (up ~$8 trillion since pre-pandemic), continue robust spending, those at the bottom face severe financial strain, with delinquency rates on consumer loans reaching crisis-era highs. Dale attributes much of the current social and political anxiety to this divergence, driven by the "Cantillon effects" of monetary expansion, which disproportionately benefits asset owners. He emphasizes that in this environment of "financial repression," individuals must participate in asset markets to avoid being left behind. On equities, Dale notes a rotation from the "Magnificent Seven" tech giants into broader AI-exposed companies, while warning that the tech giants' massive capital expenditure cycles could eventually puncture over-optimistic cash flow projections. Dale concludes by stressing that the core desire across all economic strata is simply the dignity to provide for one's family, a goal currently undermined by systemic policies that act as a "wealth siphon" from the bottom to the top.

marsbit06/28 05:34

Conversation with the Founder of 42 Macro: The Fed's 'Boiling the Frog Slowly' and the K-Shaped Economy

marsbit06/28 05:34

Crypto Analytics Firm Dune Axes 25% Of Employees Amid Strategic Overhaul

Crypto data analytics firm Dune is cutting 25% of its employees as part of a strategic restructuring, its CEO Fredrik Haga announced. The layoffs, affecting around 37-38 people from a team of roughly 150, aim to sharpen the company's focus on its core data products and a major push to build tools for institutional investors. Haga cited the growing shift of traditional assets like currencies and stocks onto blockchains as a key opportunity. The company is also doubling down on artificial intelligence, promoting a tool that allows AI systems to interact directly with its platform to create dashboards without SQL knowledge. Haga emphasized the move is strategic, not financial, and that Dune remains well-capitalized. The cuts occur amid a wider wave of layoffs across crypto and tech in 2026, with companies like Coinbase, Block, Gemini, and Crypto.com also reducing headcounts, often citing AI-driven efficiency gains. Over 5,000 jobs have been cut at major crypto firms this year alone.

bitcoinist05/15 18:03

Crypto Analytics Firm Dune Axes 25% Of Employees Amid Strategic Overhaul

bitcoinist05/15 18:03

a16z, The Biggest Donor Behind the US Midterm Elections

Theodore Schleifer reports for The York Times that the venture capital firm Andreessen Horowitz (a16z), along with its founders Marc Andreessen and Ben Horowitz, has become the single largest donor in the current U.S. midterm election cycle, contributing over $115 million in political funds. This massive expenditure, far exceeding the $63 million from the 2024 cycle, marks a significant shift in political funding from individual billionaires to corporate entities. A16z’s strategy involves long-term political engagement. Immediately after the 2024 election, it injected over $23 million into key crypto-focused Super PACs. Its funding is now channeled through a bipartisan network supporting its core business interests: $47.5 million to the crypto Super PAC Fairshake and $50 million to Leading the Future, a new Super PAC promoting pro-artificial intelligence candidates. The firm and its founders have also donated $12 million to a pro-Trump Super PAC. This political push is closely tied to a16z's commercial stakes in crypto and AI and reflects founders’ evolving political views, particularly Andreessen’s shift toward conservative circles. His access has grown, including an advisory role during Trump’s transition and a seat on a White House tech council. The firm’s activism has sparked internal dissent and external backlash. Critics, including progressive Democrats and some Republicans, argue it represents an attempt to buy political influence. In response, a rival "Public First" Super PAC, dubbed "z16a," has formed to counter a16z’s spending on AI policy. Despite the controversy, a16z frames its involvement as essential for fostering a pro-innovation policy environment.

marsbit05/14 03:30

a16z, The Biggest Donor Behind the US Midterm Elections

marsbit05/14 03:30

The Billionaires Behind the Most Expensive Midterm Election in History

"The Most Expensive Midterm Elections and Their Billionaire Backers" This analysis details the unprecedented scale of spending in the 2026 midterm elections, highlighting the key billionaire donors shaping the political landscape. Jeff Yass, founder of Susquehanna International Group, has contributed over $81 million, ranking third among individual donors behind George Soros ($102.6M) and Elon Musk ($84.8M). Yass is a major donor to Trump's MAGA Inc. and supports school choice and various candidates. Overall, federal committees have raised over $4.7 billion this cycle, with political ad spending projected to reach $10.8 billion. Republican-aligned groups are significantly out-raising their Democratic counterparts. "Dark money" from undisclosed sources continues to grow. The core stakes involve control of Congress and policy direction for Trump's final term. Donors are also motivated by specific issues: Sergey Brin and Chris Larsen are funding opposition to a proposed California wealth tax and supporting crypto-friendly policies. Other top donors include OpenAI's Greg Brockman and his wife Anna ($50M total to MAGA Inc. and an AI-focused PAC), Richard Uihlein ($45.3M to conservative causes), venture capitalists Marc Andreessen and Ben Horowitz (each over $44M to crypto/AI PACs and MAGA Inc.), Miriam Adelson ($42.6M to GOP leadership PACs), Paul Singer ($33.9M), and Diane Hendricks ($25.8M to MAGA Inc.). The article notes that the peak fundraising period is still ahead, with major primaries approaching.

marsbit05/11 07:19

The Billionaires Behind the Most Expensive Midterm Election in History

marsbit05/11 07:19

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