Artificial Intelligence

Artificial Intelligence

Markets

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.

Consensus 2025: Dan Morehead, Dan Tapiero

Finance

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.

Blockstream CEO Adam Back

Markets

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.

Riot Platforms’ acquisition of Block Mining makes sense, JPMorgan says. (Sandali Handagama)

Finance

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.

Data center (Taylor Vick/Unsplash)

Policy

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.

CFTC Chairman Mike Selig (Jesse Hamilton/CoinDesk)

Markets

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.

Bitcoin Logo

Markets

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.

MARA Holdings CEO Fred Thiel (CoinDesk "First Mover" screenshot)

Tech

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.

(Yuichiro Chino/Getty Images)

Tech

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.

CEO and co-founder of Anthropic Dario Amodei (Getty Images)

Markets

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.

(In Green/Shutterstock)