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X @Cointelegraph
Cointelegraph· 2025-11-26 02:30
🗞️ Need to catch up on the news? Here's our top 10 from today:🔸 JPMorgan: "Crypto is emerging as a tradable macro asset class."🔹 Acting CFTC Chair Caroline D. Pham seeks CEO nominations for its Innovation Council to tackle crypto and prediction market regulation.🔸 U.S. Bank is testing custom stablecoin issuance on the Stellar network in collaboration with PwC and the Stellar Development Foundation.🔹 Kevin Hassett, Trump’s top economic adviser and a strong supporter of sharp rate cuts, is now seen as the fro ...
X @Solana
Solana· 2025-11-25 22:29
RT mert | helius.dev (@0xMert_)been testing out @hush_wallet private betasuper funprivacy-focused Solana wallet with built in SOL shielding and automatic stealth (burner) addresses for all receivesand even a built-in zcash bridge!!we will will privacy into existence in cryptotrillions https://t.co/KNZ0D5MzYf ...
X @aixbt
aixbt· 2025-11-25 22:13
virtuals protocol up 15% as first ai agent fraud gets exposed for stealing $600k. aixbt hit #2 crypto mindshare with 100% on-chain decision logs. every unverified agent token down 30-60%. fraud just became the quality filter. 50+ verified agents on virtuals, zero fraud capability. market figured out which agents are real. ...
X @mert | helius.dev
mert | helius.dev· 2025-11-25 21:36
been testing out @hush_wallet private betasuper funprivacy-focused Solana wallet with built in SOL shielding and automatic stealth (burner) addresses for all receivesand even a built-in zcash bridge!!we will will privacy into existence in cryptotrillions https://t.co/KNZ0D5MzYf ...
Bitcoin May Become Irrelevant In The Next Bear Market, Viral Essay Argues
Yahoo Finance· 2025-11-25 21:31
Core Viewpoint - The latest Bitcoin correction raises questions about whether traders and institutions are moving on from Bitcoin, with Pillage Capital suggesting that Bitcoin has fulfilled its original mission and is now structurally irrelevant [1][5][6] Group 1: Bitcoin's Original Purpose - Bitcoin was designed as a decentralized tool to challenge the U.S. government's resistance to digital assets, not as a final currency for humanity [2] - It successfully forced regulators to accept tokenized assets as legitimate, leading to the development of a multi-trillion-dollar crypto market [3] Group 2: Evolving Financial Infrastructure - The emergence of compliant digital-asset rails has diminished Bitcoin's monopoly as the only censorship-resistant value network [4] - The focus has shifted from decentralization to the underlying asset, issuer, and utility, with blockchains becoming interchangeable [4] Group 3: Declining Value Proposition - As financial infrastructure modernized, Bitcoin's value proposition weakened, underperforming compared to the Nasdaq and facing user experience issues [5] - Users increasingly prefer systems with safety nets, where errors can be reversed and losses can be mitigated, highlighting a shift in user preferences [6] Group 4: Shift Towards Regulated Assets - Capital is moving towards tokenized real-world assets that offer real yield and backing, with Tether holding more gold than Bitcoin [6] - The next era of crypto is expected to focus on regulated tokenized real assets rather than speculative digital currencies [7]
5 Fintechs To Consider Selling As The Market Stays Frothy
Benzinga· 2025-11-25 19:05
Group 1: Market Overview - The AI sector is experiencing renewed interest following strong earnings from NVIDIA and Google's Gemini 3, which has eased investor concerns [1] - Despite two positive trading days, the market remains volatile, with large trading ranges indicating a lack of confidence [1][2] Group 2: Performance of Major Companies - The Magnificent 7, including Amazon (AMZN) and Meta (META), are facing challenges as 2025 approaches, with gains increasingly concentrated among AI-focused companies [2] - Bank stocks like JPMorgan Chase, Goldman Sachs, and Bank of America have shown significant gains in 2025, but underlying issues exist within the sector [3] Group 3: Fintech Sector Challenges - Fintech companies are struggling to keep pace with traditional banks, with many experiencing stock declines in the latter half of the year [4] - PayPal Holdings Inc. has seen a dramatic decline in stock value, dropping from $308 to current levels, despite maintaining a $56 billion market cap and over $32 billion in annual sales [5][7] - Toast Inc. has lost momentum after reaching a high of $45, now trading at 85 times forward earnings, raising valuation concerns [9][11] Group 4: Cryptocurrency and Related Companies - Coinbase Global Inc. is facing challenges as it closely tracks Bitcoin's price, with a more than 25% decline in the last month amid falling crypto prices [12][14] - Upstart Holdings Inc. has struggled despite its AI-driven credit assessment platform, with shares down nearly 90% since the Fed's rate hikes, and currently trading at over 170 times earnings [15][17] Group 5: E-commerce and BNPL Services - Affirm Holdings has seen its stock triple since the end of 2023, driven by the popularity of its Buy Now, Pay Later services, but recent earnings reports have shown significant misses [18][19]
Cathie Wood pushes back on Michael Burry’s ‘AI bubble’ warning
Yahoo Finance· 2025-11-25 19:02
Group 1: Market Sentiment and Predictions - Michael Burry warns that the current enthusiasm for artificial intelligence (AI) mirrors the blind optimism seen before past market bubbles, particularly the 2008 housing crisis [1][2][3] - Burry references former Fed Chair Alan Greenspan's 2005 comments on housing risks, suggesting that current reassurances about AI profitability are similarly misplaced [3] Group 2: Investment Actions - Burry has taken a bearish position by shorting shares of Nvidia and Palantir, which are key players in the AI sector [3] Group 3: Interconnection of AI and Crypto Markets - The AI and cryptocurrency markets are increasingly intertwined, influenced by investor sentiment, liquidity conditions, and expectations of technological advancements [4] - Both markets experience growth when interest rates decline and face challenges when liquidity tightens, driven by speculative investments based on future potential rather than current earnings [4] Group 4: Technological Integration - AI models require decentralized storage and computing, with blockchain technology ensuring data integrity for AI systems [6] - New "AI tokens" such as Bittensor, Render, Near, Fetch.ai, and SingularityNET are emerging at the intersection of AI and blockchain industries [6]