The great rotation: Investors desert the Magnificent 7, crypto for AI bottlenecks
Capital is flowing out of the largest tech companies and bitcoin as investors pile into semiconductors, memory stocks and space-related opportunities.
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Artificial Intelligence
Capital is flowing out of the largest tech companies and bitcoin as investors pile into semiconductors, memory stocks and space-related opportunities.
Anthropic’s new Claude Fable 5 puts powerful cyber tools behind safety filters. DeFi, already hit by more than $840 million in hacks this year, is one of the industries with the most to lose if the filters fail.
Tokenization is laying the groundwork for autonomous investing and real-time portfolio management, Ondo’s new head of portfolio products John Hoffman said.
“Coinbase for Agents” is a new platform that lets AI assistants like ChatGPT and Claude connect to users’ Coinbase accounts to trade crypto, access data and eventually make payments and purchases autonomously.
The investment is part of the stablecoin giant’s expansion into industries outside of crypto.
Mati Greenspan, Michael Saylor and Jameson Lopp blamed the AI boom for draining capital from bitcoin. Meanwhile, Jack Mallers refrained from sharing an outlook but recommended buying the dip.
After an AI model helped uncover a four-year-old flaw in Zcash, security researchers warn that similar bugs may be hiding across crypto and traditional financial systems.
Evin McMullen’s view on AI agents disrupting Google’s and Facebook’s business model was previously shared by Cardano Founder Charles Hoskinson and Cloudflare CSO Stephanie Cohen.
Ronghui Gu shares tips on how to isolate AI agents while testing them so they do not have access to critical personal information or digital assets.
Programmable incentives that allow independent trading agents to earn only when portfolios rise will create a fairer market for retail customers, explains Naja.