S&P Global Ratings has assigned Strategy Inc a 'B-' Issuer Credit Rating (Outlook Stable) — the first-ever rating of a Bitcoin Treasury Company by a major credit rating agency. https://t.co/WLMkFqkkCb
When the government isn’t open to release important data, the markets tend to not be too happy about it.
All these Non-American know it alls don’t know the effects of a US shutdown on markets.
Not sure they ever will either.
$BTC
Very efficient price action tbh hence the low volatility thus far
primarily has been twap selling into price
- persistent taker & limit selling
limit bids sufficiently provided the liquidity for a low slippage sell off since the high
It’s no surprise that 5 protocols on this list are AI driven:
1) @almanak: Agentic yield vaults that are earning 18%+. There are more complex strategies available to those with “kitchen access”.
I’ll pull together a guide on this one - if you pay attention to the @cookiedotfun cSNAPs leaderboard it’ll show smart money is covering this tokenless protocol.
2) @USDai_Official: I’ve been covering synthetic dollars with yield derived from AI infra for several months. This will have its hay day and pegged to be the next cook.
Others to watch include @gaib_ai and if you’re pursuing the Neo Banking angle then @useTria is worth looking into; its consumer product has AI trading.
3) @nansen_ai: Analytics with points program which is anticipated to be tied to a token at some point.
Likely pay attention to Genius + Clarity Act timelines here as we could see an ICO round 2 once this goes live, alongside a plethora of regulatory compliant tokens.
4) @elfa_ai: AI powered sentiment analysis tool that I covered in my Perp Agent list earlier in the week.
I’ll link the perp agent post below.
5) @get_truenorth: AI discovery engine that enables you to curate information flows tailored to your own crypto data.
Tools like this and @cerebro_hq will prove invaluable when managing your own portfolios as they grow.
AI is pervasive and will be embedded in most crypto protocols that have a breakout moment, finding PMF beyond our bubble. If you pay attention you’ll eventually catch a winner.
BTC is hanging at $115K. Momentum fading. ETFs still eating billions. If you ignore these market signs, you'll get rekt before Q4 altseason.
Here’s what’s really going on.
(Thread)🧵
$ETH has no single point of failure.
It runs on over a dozen independently built clients. No one controls the network. By contrast:
98% of Bitcoin nodes run the same software (Bitcoin Core).
100% of Solana nodes run a single client (Agave).
.@balajis says AI is widening the verification gap. A massive number of jobs will be needed to close it.
Prompting floods the world with fakes. Crypto brings back proof.
“You're gonna need cryptographically hashed posts and crypto IDs ... to know the data wasn't tampered with.”
In the AI era, trust has to be engineered.