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AI agent warnings contrast with 15% NEAR rally – narrative overrides actual adoption metrics

Cora Skindell4 weeks ago5 min read

NEAR rally meets AI warnings as adoption data stays thin NEAR rose about 15% as traders leaned into the token’s AI narrative, even as warnings around…

Vitalik’s vision post triggers no ETH alpha – narratives decouple from rate‑sensitive flows

Benito Cormi4 weeks ago5 min read

Vitalik’s Ethereum vision did not deliver ETH alpha as narratives decouple Vitalik Buterin’s latest Ethereum vision post did not produce an obvious ETH price reaction, even…

Luffa AI valuation at $220M contrasts with AI token market cap shrinking 8%

Gapster Innes4 weeks ago5 min read

Luffa AI secures $220M valuation as AI token market shrinks 8% Luffa AI has secured a strategic investment that values the Web3 and AI company at…

Altman’s job disruption reversal signals peak AI hype – capital rotation into infrastructure due

Wyatt Newson4 weeks ago5 min read

Altman’s AI-Washing Warning Fuels Bubble Debate OpenAI CEO Sam Altman’s latest warning that some companies are using “AI washing” to justify layoffs has sharpened the debate…

Binance’s Philippines pivot reveals institutional hunger for compliant access

Cabel Dioli4 weeks ago5 min read

Binance Philippines Pivot Shows Push for Compliant Access Binance’s move to re-enter the Philippines through a regulated sandbox marks a sharp turn from its earlier blocked…

StablR loses $2.8 million in exploit causing depeg

Daniel Lycon4 weeks ago6 min read

StablR exploit triggers $2.8 million loss and stablecoin depeg StablR’s EURR and USDR stablecoins depegged after an exploit on the issuer’s minting setup allowed an attacker…

Huawei’s chip push reveals institutions quietly hedging against US tech dominance

Edulia Coinfield4 weeks ago6 min read

Huawei chip push tests US tech dominance in China Huawei’s latest chip push is drawing fresh attention because it underscores how quickly Chinese buyers and policymakers…

AI token rally led by NEAR but GPU futures open interest lags spot – positioning divergence suggests weak conviction

Cindy Dutta4 weeks ago5 min read

NEAR Leads AI Token Rally as Conviction Lags NEAR Protocol led a sharp rally in AI-linked crypto on Friday, with the token rising 34% in 24…

US export controls persist as Huawei SSD advances

Cora Skindell4 weeks ago5 min read

Huawei SSD advances as US export controls persist Huawei’s new 122TB enterprise SSD shows how US export controls have continued to shape China’s hardware strategy, even…

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