by Michael
After dipping just below the $59,000 level, Bitcoin printed a modest bounce above $63,000 in an attempt to reclaim its 200-week moving average. Ethereum and altcoins continued to bleed and are mostly well in the red as of Friday morning. Tradfi markets looked similar,...
by Michael
Key TakeawaysSemianalysis found ChatGPT Pro’s $200 tier may deliver $14,000 in AI value.Anthropic’s Fable 5 moves to usage credits after June 22, 2026.Bittensor, io.net, Akash, and many others could see demand as AI labs meter heavy usage. The June 2026 report tested...
by Michael
Key TakeawaysFive AI models placed bitcoin’s 2026 base case between $58,000 and $75,000 amid ongoing capitulation signals.Claude Fable 5 and ChatGPT 5.5 flagged a 13-day, ~$4B ETF outflow streak as the top near-term risk factor.Grok and Deepseek projected more...
by Michael
Key TakeawaysThe U.S. Commerce Department issued an export control directive on June 12, forcing Anthropic to shut down Fable 5 and Mythos 5 for all users worldwide.Anthropic’s Prestocks token on Solana dropped 9.11% in 24 hours, while Hyperliquid’s vntl:ANTHROPIC...
by Michael
Key TakeawaysStrategy’s Michael Saylor said 25% of the Mag8 now holds bitcoin on corporate balance sheets.SpaceX and Tesla remain among the largest companies holding BTC on balance sheets.Corporate bitcoin treasury strategies continue expanding across public and... Translate »