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s4mmy· 2025-09-23 13:54
Regulatory Landscape - The SEC is reportedly creating new rules to allow crypto companies to launch products in the US without complying with previous regulatory requirements, termed an "innovation exemption" [1] - The market views this as regulatory arbitrage, suggesting a potentially favorable environment for crypto companies [1] Market Sentiment - The market sentiment is that crime is legal, and crypto is going much higher [1]
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s4mmy· 2025-09-23 10:26
Market Trends - DeSci should rebrand to DeScAi, indicating a potential shift in market perception [1] - AI is up another 3% on the week, highlighting its continued growth [1] - AI could potentially surge back to 70%, suggesting a volatile but potentially lucrative market [1] Key Players & Catalysts - Bio Protocol is carrying the DeSci market segment, indicating its significant influence [1] - Agentic Co-scientists are identified as a catalyst for Bio Protocol's market segment [1] - AI is the recurring catalyst in the observed market dynamics [1]
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s4mmy· 2025-09-23 09:42
Market Trends - DeSci should rebrand to DeScAi, indicating a potential shift in market perception [1] - AI is up another 3% on the week, highlighting its continued growth [1] - AI could potentially surge back to 70%, suggesting a volatile but potentially lucrative market [1] Key Players & Catalysts - Bio Protocol is carrying the DeSci market segment, indicating its significant influence [1] - Agentic Co-scientists are identified as a catalyst for Bio Protocol's market segment [1] - AI is the recurring catalyst in the observed market dynamics [1]
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s4mmy· 2025-09-23 08:23
DeAI VC funding is on track to hit $650mn by the end of the year.That's projected to be 49% above 2024 funding, yet the overall DeAI market cap is down 50% on 2024.What do you think happens when the benefits from that capital come through? https://t.co/QWvbI1512js4mmy (@S4mmyEth):ICYMI: NVIDIA + OpenAI reveal $100bn strategic partnership to deploy 10GW of GPU infra.This is ∼2x Portugal’s entire annual electricity consumption.This builds on the existing $500bn Stargate agreement with SoftBank.That’s not all ...
