AI

The AI sector was the top loser on the week, trading down -26%

Throughout its billions of searches, Google’s goal has always been to train and hone its algorithms

The Nasdaq slipped yesterday after disappointing Q3 revenue from Oracle

And the bear case for bitcoin

Anthropic researchers report that their AI agents successfully exploited 56% of vulnerable smart contracts

Meanwhile, high performance in AI and DePIN signals a renewed speculative appetite in infrastructure and computation.

The AI bubble could pop even if demand for AI is unlimited

Nvidia’s blowout earnings brighten risk sentiment, but crypto lags as BTC selling accelerates and sector performance bifurcates

GPUs are starting to go dark even as data-center spending doubles — is a bubble on the horizon?

If financial nihilism has driven you into memecoins, zero-day options, and sports betting, consider financial optimism instead

Equities remained more resilient to macro weakness, with S&P and Nasdaq 100 gains

If AI is a bubble, let’s hope it gets even bigger

Markets have been shadowed by the continued government shutdown and concerns about tech’s massive AI spending

As flows consolidate and volatility fades, finding edge now means knowing which games are still worth playing

Engineers from MetaMask, Coinbase, Google, and the Ethereum Foundation make the case for onchain AI agents via ERC-8004

Bitcoin miner Cleanspark launches AI infrastructure division led by veteran Jeffrey Thomas, expanding operations in Georgia

Eigen Labs’ J.T. Rose pitched verifiable off-chain compute with agentic AI coming to Ethereum

Founded by Coinbase and Cruise veterans, CipherOwl plans to bring artificial intelligence to blockchain monitoring and risk detection

Global financial firms test Chainlink-led blockchain and AI system to standardize corporate actions and reduce settlement risk

The company introduced a dollar-backed stablecoin to power instant payments and microtransactions for AI-driven web platforms

Google backs $1.4B of obligations and takes 5.4% stake as Cipher expands AI data center footprint

The FAIR L1 embeds encrypted execution into the consensus layer and removes the transparency window that makes MEV possible

New integration makes EigenCloud the verifiable backbone for AI agents settling payments across cards, bank rails, and blockchains

The open-source framework, built with Coinbase and Salesforce, reportedly aims to enable seamless agent-to-agent transactions across AI apps