PANews

CZ stated in the Bitcoin Asia dialogue: A million-dollar Bitcoin "will happen soon," AI agents will use cryptocurrency for payments (starting with stablecoins), he suggested that countries allocate crypto assets based on market capitalization, and he claimed that Bitcoin will definitely be more important than gold.

Cobo co-founder Shen Yu: AI opens up a lot of possibilities, but is still looking for "systematic major events."

Blockchain Capital: The cryptocurrency industry is currently in the internet phase of 2003-2004—broadband has become widespread, but mobile has yet to explode. For every 1 billion dollars issued in stablecoins, 122 billion dollars of economic activity is generated on-chain in a year, and application layer fees have surpassed infrastructure layer fees for the first time; the era of "fat applications" is approaching.

Stripe plans to acquire the AI model aggregation platform OpenRouter for nearly $10 billion, with founder Alex Atallah expected to create another billion-dollar company following OpenSea.

Speak with data and signals, validate judgments with A/B tests, and seek asymmetric returns with limited risk exposure.

The throne of DeFi lending still exists, but the foundation beneath the throne needs to undergo a reconstruction or reinforcement.

This gamble of transforming into AI is testing the financial strength and execution capability of mining companies.

SpaceX's equity update has sparked controversy over on-chain liquidations. Trade.xyz refuses to reset the SPCX pricing, and the lack of a Rebase mechanism in Perp DEX has led to a significant trust test for on-chain Pre-IPO assets.

Compared to Nasdaq, Bitcoin is currently in a severely oversold position within its long-term trend.

Vitalik Buterin reveals the ultimate vision of Ethereum as a "world computer," announcing a hardcore roadmap for the next five years focusing on scalability, zkEVM, and quantum resistance.