WATCH CRYPTO

“Bitcoin cycle lows are projected for late 2026.”

“Hyperliquid's advantage is vertical integration.”

“Seat-based SaaS is facing a crisis.”

“Iran conflict creates extreme oil price volatility.”

“STRC fixes the yield gap with price-stable returns.”

“Market analysts are currently suggesting that Bitcoin cycle lows are projected for late 2026 based on current liquidity cycles.”

“The competitive edge for platforms like Hyperliquid's advantage is vertical integration across the entire stack.”

“With the rise of AI agents, industry experts warn that seat-based SaaS is facing a crisis of utility.”

“The intensifying Iran conflict creates extreme oil price volatility, impacting global shipping and transport costs.”

“New financial protocols like STRC fixes the yield gap with price-stable returns for institutional investors.”

“Analysts are now pointing to late 2026 as the likely window for Bitcoin to hit its next cycle low.”

“The ongoing conflict involving Iran has introduced a level of volatility to oil prices not seen in years.”

“Software companies are seeing a fundamental breakdown in the traditional seat-based SaaS revenue model.”

“Hyperliquid's move toward full vertical integration is proving to be their most significant market advantage.”

“By providing price-stable returns, STRC is finally closing the yield gap for cautious investors.”

“Based on current market trends, Bitcoin cycle lows are projected for late 2026.”

“What sets them apart is that Hyperliquid's advantage is vertical integration.”

“With the rise of AI agents, seat-based SaaS is facing a crisis.”

“The ongoing Iran conflict creates extreme oil price volatility for global markets.”

“A new proposal suggests that STRC fixes the yield gap with price-stable returns.”

“Bitcoin keeps running into a wall of selling above $70K — roughly $20M/hour in profit-taking — and now that wall has geopolitical weight behind it after the Islamabad peace talks collapsed, Iran's Strait of Hormuz stays effectively closed, and Trump ordered a naval blockade of Iranian ports starting this morning. That's pushing oil toward $100/barrel and forcing tanker traffic into a full reroute away from the Gulf.”

“If those December contracts move over 100, the world is a very different place than it is right now. And that will cause revaluation of various assets. And that will cause, certainly in our administration, doing everything they can to print money. The truth is with AI and with everything going on in the economy and with oil prices going up, it actually cuts economic growth. It cuts the aggregate demand.”

“Our political system in the United States is broken. I mean, it's not just that people think Congress are a bunch of parasitic jackals, which is true, by the way... But it's actually worse than that. It's just completely dysfunctional. That is a large part of this. I mean, if we knew we were going to have a new Federal Reserve Chair in May, which you would think would be known, I think markets would be very different.”

“The dollar's long-term slide continues — now just 46% of global FX and gold reserves, a 26-year low — even as M2 keeps expanding at 4.8% YoY, and central bank gold holdings have officially eclipsed US Treasury holdings for the first time since '96. That's pushing oil toward $100/barrel and forcing tanker traffic into a full reroute away from the Gulf, which benefits US energy exports but hammers Japan, South Korea, and India hardest.”

“The WLFI vs. Justin Sun feud is turning into a full legal brawl over a $75M loan dispute, backdoor token blacklisting, and accusations flying both ways — exactly the kind of circus that undermines crypto's push for institutional credibility. This adds to the geopolitical weight already slowing markets after the Islamabad peace talks collapsed, and Iran's Strait of Hormuz stays effectively closed following the new naval blockade.”

“Bitcoin keeps running into a wall of selling above $70K — roughly $20M/hour in profit-taking — and now that wall has geopolitical weight behind it after the Islamabad peace talks collapsed, Iran's Strait of Hormuz stays effectively closed, and Trump ordered a naval blockade of Iranian ports starting this morning. That's pushing oil toward $100/barrel and forcing tanker traffic into a full reroute away from the Gulf.”

“If those December contracts move over 100, the world is a very different place than it is right now. And that will cause revaluation of various assets. And that will cause, certainly in our administration, doing everything they can to print money. The truth is with AI and with everything going on in the economy and with oil prices going up, it actually cuts economic growth. It cuts the aggregate demand.”

“Our political system in the United States is broken. I mean, it's not just that people think Congress are a bunch of parasitic jackals, which is true, by the way... But it's actually worse than that. It's just completely dysfunctional. That is a large part of this. I mean, if we knew we were going to have a new Federal Reserve Chair in May, which you would think would be known, I think markets would be very different.”

“The dollar's long-term slide continues — now just 46% of global FX and gold reserves, a 26-year low — even as M2 keeps expanding at 4.8% YoY, and central bank gold holdings have officially eclipsed US Treasury holdings for the first time since '96. That's pushing oil toward $100/barrel and forcing tanker traffic into a full reroute away from the Gulf, which benefits US energy exports but hammers Japan, South Korea, and India hardest.”

“The WLFI vs. Justin Sun feud is turning into a full legal brawl over a $75M loan dispute, backdoor token blacklisting, and accusations flying both ways — exactly the kind of circus that undermines crypto's push for institutional credibility. This adds to the geopolitical weight already slowing markets after the Islamabad peace talks collapsed, and Iran's Strait of Hormuz stays effectively closed following the new naval blockade.”

“The top priorities across both agencies involve fixing the IPO drought, providing crypto clarity, and cutting unnecessary rules that have hindered American market growth.”

“The top priorities across both agencies involve fixing the IPO drought, providing crypto clarity, and cutting unnecessary rules that have hindered American market growth.”

“Bittensor TAO just shipped a model that competes the outputs of centralized labs. That crosses the line from white paper to infrastructure, and this is where the rubber meets the road, and a lot of these AI adjacent projects are going to be left behind, and the AI direct projects are going to rise to the top.”

“This is a decentralized computer vision platform that lets miners analyze football video footage—actually, soccer—in real time, tracking the players, the ball, and the game events using object detection and key point models. Validators score the accuracy of these annotations, rewarding the best miners with TAO, so that it can build fast, cheap, and scalable sports intelligence that anyone can use.”

“It's a creator marketing platform in Bittensor, TAO, where brands publish campaign briefs, and miners, known as YouTube influencers or content creators, produce videos and posts that fulfill the briefs. These validators use platform APIs to verify actual engagement, views and performance, and then reward the best performing creators with TAO token so that the network can continue to build kind of a transparent middleman marketplace.”

“Ridges AI is a marketplace on Bittensor for autonomous software engineering agents. This is where miners run AI coders in Python that solve real coding tasks, generate features, fix bugs and beat benchmarks like the SWE bench. The validators score the agents on their accuracy, their speed and their actual usefulness in the real world to reward the top performers.”

“It's a probability in my mind that these AI agents are going to want to be paid in crypto and banks cannot onboard AI agents as customers. AI agents cannot transact in a bank; they're only able to use crypto wallets. This leaves a massive opportunity for crypto, and this might be the big explosion of use case that we were all wondering how it would look like.”

“This paper, what they're not doing is, they're not saying we've broken elliptic curve cryptography. They're not saying we have a machine. They're saying, if you had a machine, this is the algorithm you would run on the machine, and these are the resource requirements. They've posited that you, if you had a superconducting qubit quantum computer, you could break elliptic curve cryptography with 1,200 logical qubits.”

“Their big contribution was realizing if you had a quantum computer this size, you could actually crack elliptic curves in around 10 minutes, which is how long it takes for a transaction to be included in the blockchain. So this opens up Bitcoin to this new style of attack, what they call on spend, what I call short range tag. And so it changes the threat model for the worse.”

“Instead, you had the most of the Bitcoin core developers that I saw comment on this accused me of having a conflict of interest for drawing attention to the papers, ignoring the fact that I was not involved in these papers at all. This is Google paper and it's a Caltech and a Stanford paper. But the thing is, this is information that seems like only they are privy to, and if you look at the Bitcoin mailing list, there's no real evidence that there's any kind of posture that Bitcoin is going to upgrade.”

“Well, I think we so we made this investment in Project 11 over a year ago. And it was with the idea that we just believed that quantum computing was going to impact public blockchains. And eventually we'd have to have some sort of a migration to post quantum. Thus, we put our capital on the line beneath that thesis.”

“Then we have OpenFX, which is a stablecoin FX wholesale liquidity company. They've raised $94 million in a Series A led by Excel with Atomico, M13, and Pantera. FX market is just being completely upended by stablecoins right now. And the big wholesale banks are nowhere. So you're seeing these companies like OpenFX just get to tremendous scale.”

“This paper, what they're not doing is, they're not saying we've broken elliptic curve cryptography. They're not saying we have a machine. They're saying, if you had a machine, this is the algorithm you would run on the machine, and these are the resource requirements. They've posited that you, if you had a superconducting qubit quantum computer, you could break elliptic curve cryptography with 1,200 logical qubits.”

“Their big contribution was realizing if you had a quantum computer this size, you could actually crack elliptic curves in around 10 minutes, which is how long it takes for a transaction to be included in the blockchain. So this opens up Bitcoin to this new style of attack, what they call on spend, what I call short range tag. And so it changes the threat model for the worse.”

“Instead, you had the most of the Bitcoin core developers that I saw comment on this accused me of having a conflict of interest for drawing attention to the papers, ignoring the fact that I was not involved in these papers at all. This is Google paper and it's a Caltech and a Stanford paper. But the thing is, this is information that seems like only they are privy to, and if you look at the Bitcoin mailing list, there's no real evidence that there's any kind of posture that Bitcoin is going to upgrade.”

“Well, I think we so we made this investment in Project 11 over a year ago. And it was with the idea that we just believed that quantum computing was going to impact public blockchains. And eventually we'd have to have some sort of a migration to post quantum. Thus, we put our capital on the line beneath that thesis.”

“Then we have OpenFX, which is a stablecoin FX wholesale liquidity company. They've raised $94 million in a Series A led by Excel with Atomico, M13, and Pantera. FX market is just being completely upended by stablecoins right now. And the big wholesale banks are nowhere. So you're seeing these companies like OpenFX just get to tremendous scale.”

“Agentic commerce could reshape how crypto payments work entirely.”

“Agentic commerce could reshape how crypto payments work entirely.”

“The top priorities across both agencies involve fixing the IPO drought, providing crypto clarity, and cutting unnecessary rules that have hindered American market growth.”

“The top priorities across both agencies involve fixing the IPO drought, providing crypto clarity, and cutting unnecessary rules that have hindered American market growth.”