Veteran trader Kevin Boeve sees a 50–60% crypto crash ahead as the AI boom runs out of steam. But he thinks the selloff could set Bitcoin up for a run to $200,000 by 2028.
Aina’s $399 AI ring, Revolut at $115 billion, Disney and ExxonMobil on Solana, and Google DeepMind’s AI Build Night in Miami.
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Earlier editions
COPPER’S 50% DEMAND RISE AND THE XCU TOKEN, ICE’S ONCHAIN BET, GPU RENTAL FUTURES, AI’S ENERGY BOOM, MOONPAY × WHOP, FLARE’S VALIDATOR MILESTONE AND THE FED’S HOLD ↗
THE NASDAQ-100 ONCHAIN, ARTHUR HAYES’ AI COMPUTE MARKET, RIPPLE’S AI TREASURY, 24/7 U.S. PERPETUALS, THE NBA’S PREDICTION MARKETS AND CRYPTO’S $176M MIDTERM PUSH ↗
MONEY20/20’S STABLECOIN AND AI-AGENT PAYMENTS, CRYPTO BEYOND ITS LABEL, AI’S INVESTMENT TEST, AND NVIDIA’S REBOUND AS CIRCLE SLIDES ↗
OPENAI’S $30 BILLION RAISE, TETHER’S ANSWER TO A SENATE REPORT, ESPRESSO’S 1 MILLION TPS CAPACITY, AND HOW TO PROVE AN AI MODEL IS YOURS ↗
Anthropic’s latest model is generating ambitious software, research and 3D demos. Early reactions on X show excitement about its independence—and disagreement over how reliably and affordably it works.
Moca’s new partnership pairs investment with access to OKX’s wallet and payment tools—addressing the adoption challenge CEO Kenneth Shek discussed with Blockster last month.