Artificial Intelligence

The AI-crypto disconnect: Why Pantera’s CEO thinks institutions are missing the boat on bitcoin
Pantera Capital CEO Dan Morehead says the "biggest divergence in history" has left AI stocks fully priced while bitcoin remains massively undervalued at 43% below its historical trend.

Institutional money is coming for bitcoin, but Adam Back says it moves slower than you think
The legendary cryptographer discusses institutional money flows into bitcoin.

Riot extends $200 million Coinbase credit facility, and bitcoin weakness could mean more sales
The miner locked in fixed borrowing costs and extended maturity, but a shrinking BTC treasury and loan-to-value triggers leave little room for error if prices slide.

Galaxy Digital delivers first data center tranche to CoreWeave after narrowing Q1 loss
Galaxy secured approval to double its Helios data center power capacity to over 1.6GW, building on its strategic expansion into AI infrastructure.

CFTC's AI will review U.S. crypto registration applications, chairman tells CoinDesk
The regulator is working on new technology to stretch abilities of reduced staff, says Chairman Mike Selig, including AI monitoring of trading data.

Bitcoin pressured by Fed uncertainty, oil, and AI slowdown
Enflux points to oil-driven inflation as the main constraint, while questions around AI demand could reshape miner selling in the months ahead.

MARA Holdings targets bitcoin quantum threat and network resilience with new foundation
Bitcoin's future is not guaranteed, said CEO Fred Thiel at the Bitcoin Conference in Las Vegas.

Crypto is built for AI agents, not humans, says Alchemy's CEO
Alchemy CEO Nikil Viswanathan argues the global financial system was designed for humans, but the next wave of commerce will be driven by AI agents that operate natively in crypto.

How Anthropic’s Mythos model is forcing the crypto industry to rethink everything about security
DeFi leaders say that AI will arm both attackers and defenders, and widen the gap between projects that prioritize security and those that do not.

U.S. government sits on $26.5 billion gain from Intel stake, as shares surge 22%
The surge in Intel shares, up more than 22% after earnings, has significantly boosted the value of the U.S. government’s position.

