Despite the large liquidations and a 26% drawdown, $BTC deposits to exchanges are climbing.
Reserves back to 2.72m, reversing months of outflows.
Previous drawdowns that marked local bottoms saw coins moving off exchanges.
This one did the opposite.
https://t.co/lKhYdl2IjE
6/ High-quality data and advanced blockchain analytics offer two key opportunities for the UK's stablecoin regime:
1️⃣ Enable firms to prevent harm, not just report it 2️⃣ Make supervision more efficient and data-driven
JUST IN: $199 billion VanEck's Matthew Siegel on Bitcoin: "We think this will become a mainstream asset that will compete with other reserve settlement currencies" 🚀
This is the generational buying opportunity level for #Bitcoin.
It's back to the lows and will likely sweep those, however.
- Daily RSI is the lowest ever recorded.
- Sentiment is the worst I've seen in a long time.
- ETH Daily RSI is the lowest ever recorded.
- 200-Week MA.
Historically the right time to be looking to scale into positions.
If you were interested in #Bitcoin at $90,000, then this is a bargain to buy on.
"AI agents will hold more crypto than humans within a decade."
Charles Hoskinson (@IOHK_Charles) studied math, dropped out, built one of the only blockchains designed by peer-reviewed research. He co-founded Ethereum, walked away over how it was run, and built Cardano to do it differently.
The man who has argued with everyone in this industry now thinks the biggest user of crypto won't be people at all.
"Humans are a rounding error in the system we're building. AI agents don't sleep, don't panic-sell, and don't care about price. They transact in tokens because that's the only thing they can actually use."
We cover:
- Why AI agents (not humans) become the dominant on-chain actors, and what that does to every token model
- The infrastructure that has to exist before agents can transact safely at scale
- Why most current blockchains can't handle machine-speed transactions
- Where Cardano's research-first approach fits in a world of autonomous agents
- The identity problem: how do you tell a human from an agent on-chain, and why it matters
- Why he's bullish on the technology but blunt about the timeline
- What he thinks the rest of the industry is getting wrong about AI + crypto
- The one thing that has to happen for any of this to be real
Thanks to Charles for coming on @new_era_finance.
TIMESTAMPS:
00:00 - Intro
01:30 - Why AI Agents Change Everything
06:30 - Humans as a Rounding Error
12:00 - The Infrastructure Gap
18:30 - Identity: Human vs Agent On-Chain
24:30 - Where Cardano Fits
30:00 - What The Industry Gets Wrong
34:00 - The Timeline Nobody Wants To Hear
>1,000 enterprise merchants on @Checkout can now accept USDC and USDT, powered by Coinbase Payments.
Stablecoins are the cheapest, fastest way to move dollars globally. The more ways for people to pay with them, the better.
We just rolled out our fully updated SERV documentation, making it production-ready for all builders.
Everything is in one place:
• How the SERV Reasoning Engine works
• API documentation
• SDK setup guides
• Full Roadmap
Check it out below.
https://t.co/vqFIJb0f1d
You ever notice how most ‘AI crypto’ projects are just APIs with a token slapped on?
We built $XMD so your AI doesn’t live in some VC’s cloud - it lives on-chain, syncs across chains, and answers only to your wallet.
Not a dashboard. Not a middleman. Your agent. Yours.
That’s the point.
disagree. the irony is smart contracts enable apps that are way more secure than whats possible without
the problem is many projects produce low quality slop code, VCs/influencers pump, and users yolo in
its not a defi problem, its just AIs good enough to sift through slop
Anthropic Opus 4.8 is new SOTA on ARC-AGI-3
Score: 1.5%, ~$10K
ARC-AGI-3 analysis notes:
* Opus 4.8 read the environment an abstraction *above* Opus 4.7, as objects & systems, not pictures
* Opus 4.8 succeeded on early levels, but still committed to a wrong sub-goal
Why is getting the crypto market news you need so difficult?
Crypto alerts are more noisy than useful. Manually monitoring the market eats up time.
There needs to be a way to cut back weekly noise to only the alerts you care about.
Agentic monitoring brings power to control the crypto market news you consume.
All it takes is a simple prompt about the assets and news related to them you want to monitor.
Setting agentic rules enables you to place your own targets without needing to handle complex setups.
Agentic Monitoring brings critical events in crypto into your workflow.
From Mobile Push to Monitoring across latest regulator and security updates, watch how @diran_li uses Messari Monitoring to power his day.
The headlines after a DeFi hack tend to blame decentralization. @eddylazzarin makes the case for the opposite read:
"Of the hacks that I looked most closely at over the last 30 days, many of them would've been mitigated by more decentralization, not less. In other words, the decentralization part wasn't the bug. The bug was that they were unexpectedly more centralized than many people believed."
"With almost every crypto adjacent hack I've seen, the response has something to do with let's get more parties involved and decentralized and remove single points of failure."
"We have not learned that decentralization is bad. What we've learned is that inadvertent single points of failure is bad, which is a thing that we've always known. In its ideal form, DeFi is still more secure."
You ever watch a smart contract do something weird… and wish your tools could tell you why before you lose your bag?
That’s not sci-fi. That’s SyncMind.
We’re not just piping data - we’re building AI that gets on-chain behavior.
And yeah, it runs on $XMD.
Bill Gurley on Anthropic: "I would encourage people to read as much as they can about Anthropic. I don't think they think they're writing software. I think they're midwifing a deity."
Jason Calacanis: "They believe they're so powerful that they can create God."
8. Telegram alert
Example message:
📊 BTC Taker Delta Outlier
Direction: BUY
Z-score: 3.59
Taker Delta: $190M
BTC Price: $81,725
Heavy buy pressure detected.
Chart attached, so you can see the signal, not just read it.
You ever watch a project talk a big game about 'decentralized AI'…
then realize their whole stack is glued together with OpenAI API keys and hope?
Yeah. We’re not doing that.
$XMD runs on-chain, syncs cross-chain, and keeps your data locked down with ZK - no Web2 babysitters.
Real infra or go home.
Elon Musk:
“I don't think most people understand just how quickly machine intelligence is advancing.
It's much faster than almost anyone realizes, even within Silicon Valley and certainly outside Silicon Valley. People really have no idea.”
What if your AI didn’t just run on-chain…
…but thought on-chain?
Not some off-chain oracle spitting guesses. Real, verifiable, ZK-protected reasoning - trained on live chain data, synced across chains, owned by you.
That’s the $XMD stack.
AI that doesn’t ask for your keys. Just your wallet sig.
And then goes to work.
You ever notice how most ‘AI crypto’ projects are just APIs with a token slapped on?
Meanwhile, we’re out here building ZK-protected AI that syncs across chains like it’s breathing.
Not hype. Not vaporware. Infrastructure.
Use it or watch from the sidelines.
$XMD