Circle Pops 30% as USDC Prints an $11.9 Trillion Flex - Moby BREAKING NEWS Circle (CRCL) reported its fourth-quarter earnings after the bell on Tuesday, and it looks like they finally got the break they’ve been waiting for from Wall Street. The USDC issuer’s stock was up almost 30% on Wednesday, hovering around $80 after hitting a low of $49 in early February. Some key highlights from the report include $770 million in total revenue and reserve income (up 77% year-over-year), $75.3 billion in USDC in c ...

David Luan, who led Amazon's San Francisco-based AGI Lab and oversaw one of its most important agentic AI initiatives, is leaving less than two years after joining the tech giant through an acqui-hire deal involving him and other leaders from AI startup Adept. Luan announced his exit Tuesday in a LinkedIn post, saying he will leave at the end of the week "to cook up something new.†"There's incredible work to be done at Amazon and opportunities for me to take on more areas. But with AGI so close, I decided ...

Earlier this month, OpenAI launched a new platform called OpenAI Frontier for enterprises to build and manage agents, but OpenAI COO Brad Lightcap said that businesses haven’t yet seen AI adoption at scale. “One of the interesting things and some of the inspiration for the work we’ve been doing lately around OpenAI Frontier is we have not yet really seen enterprise AI penetrate enterprise business process,” the AI exec said on the sidelines of the India AI Impact Summit held last week in New Delhi. “Y ...

Uniswap Labs announced the release of 7 new "Skills" to enable AI Agents to execute operations on Uniswap. The 7 core skills specifically include: v4-security-foundations, configurator, deployer, viem-integration, swap-integration, liquidity-planner, and swap-planner. https://t.co/fx6Ky4whwL ...

A layered overview of key Agentic AI concepts.Let’s understand it layer by layer.1) LLMs (foundation layer)At the core, you have LLMs like GPT, DeepSeek, etc.Core ideas here:- Tokenization & inference parameters: how text is broken into tokens and processed by the model.- Prompt engineering: designing inputs to get better outputs.- LLM APIs: programmatic interfaces to interact with the model.This is the engine that powers everything else.2) AI Agents (built on LLMs)Agents wrap around LLMs to give them the a ...

🚀 CMC Market Pulse: AI Agents to Save Crypto?$BTC is stuck in the 65-70K mud. $ETH up 1.38%. Total market cap nudged to $2.32T. But funding rates just went negative for some majors.Price isn't crashing. But the market? It doesn't believe in itself right now.Let's unpack this week's crypto market 🧵👇1/6 ...

Can AI Agents Boost Ethereum Security? OpenAI and Paradigm Created a Testing Groundhttps://t.co/zJqnj86N38 ...

Group 1 - The term "SaaSpocalypse" describes a sudden loss of confidence in SaaS companies due to the emergence of advanced AI agents capable of automating tasks traditionally performed by enterprise software [1][2] - Following the launch of Anthropic's Claude Cowork AI platform, nearly $300 billion in global software market value was lost, with major SaaS firms like Salesforce, Workday, Atlassian, and ServiceNow experiencing significant stock declines [2][4] - The core concern is that AI agents can autonomously perform entire workflows, potentially reducing the need for multiple SaaS tools and human users, which threatens the traditional SaaS pricing model [3][4] Group 2 - The S&P 500 Software and Services Index fell nearly 19% in early February, marking its worst losing streak in years, as investors shifted capital towards AI infrastructure providers like Nvidia, Microsoft, and Amazon [4] - The SaaSpocalypse signifies a broader transformation in software value creation, moving from selling tools operated by humans to selling outcomes delivered by AI [5]

Two of the most crucial things when building production agents is setting up proper observability and setting up proper evaluation. And these are actually tied and coupled, and this is different than in software engineering and the role observability and evaluation play when building agents is different than in software engineering as well. So I wanna talk a little bit about how we view observability and how it powers a lot of agent evaluation.Maybe starting briefly highlighting some of the things that we t ...

Core Insights - A selection of altcoins has experienced double-digit gains recently, while Bitcoin remains stable and less volatile, trading below $71,000 since February 6 [1][2] - Investors are shifting focus to altcoins for speculative trading opportunities due to Bitcoin's indecision and significant liquidation events [1][2] Altcoin Performance - Among the top 50 coins by market cap, Zcash has risen by 24.1% over the past week, followed by Pepe (21.9%), Bittensor (19.8%), and Aster (18.5%) [2] - Despite these gains, altcoins are still significantly below their all-time highs, with Zcash trading over 90% below its 2016 peak [5] Market Sentiment - Recent price movements indicated a brief risk-on sentiment, particularly after Bitcoin surpassed $70,000 and Solana exceeded $90, but this momentum has since faded [3] - Improving macroeconomic sentiment, especially softer U.S. inflation data, has contributed to a renewed risk appetite among investors [3][4] Investment Trends - Capital is selectively rotating into high-conviction altcoins with strong narratives, such as ETF speculation and momentum in sectors like DeFi, AI, and gaming [4] - This selective investment approach has led to short-term relief rallies and double-digit gains in specific tokens, although most remain far from their historical highs [4][5] Market Predictions - The prediction market Myriad indicates a low 9% chance of an altcoin season occurring before April 2026, reflecting ongoing pessimism in the market [6] - The current altcoin movement is characterized by targeted narratives rather than a broad-based altseason, suggesting a more focused investment strategy [6]