FEY60 1

The artificial intelligence (AI) industry is currently at the peak of its hype. Major technology companies (Big Tech) are racing to pour hundreds of billions of dollars into building the infrastructure of the future. However, behind that optimism, a stern warning has come from Tether CEO Paolo Ardoino.

Ardoino believes that the business model being pursued by today’s AI giants is on an unsustainable path. Why is that so? Here are three key factors underpinning his analysis.

1. Infrastructure Costs That Burn Money
To train and run the latest-generation Large Language Models (LLMs), thousands of advanced GPUs, massive data centers, and enormous energy consumption are required. Big Tech is willing to “burn money” to secure this infrastructure so it won’t fall behind in the competition. The problem is that these operating costs are ballooning far faster than the real revenue growth generated by the AI products themselves.

2. Shrinking Margins, Delayed Profits
Unlike traditional software businesses (SaaS) with very high profit margins, AI is an industry that is “hungry” for computation. Every time a user enters a prompt, there is a real computing cost that must be paid by the service provider. With increasingly intense price competition to attract users, profit margins keep shrinking, while the break-even point (return on investment) continues to be pushed into an uncertain future.

3. The Real Threat from Open-Source Competition
This is the most compelling point in Ardoino’s view. While closed (proprietary) AI companies spend billions of dollars to monopolize technology, the open-source community is moving at extraordinary speed.

More efficient, flexible, and free open-source models are now able to match the capabilities of the paid models owned by technology giants.

Bitcoin Below Market Price: Bottom or the Start of a Plunge?

The crypto market is in a crucial phase: for the first time in this cycle, 10.5 million BTC are in a losing position (unrealized loss) compared with 9.8 million coins in profit. Investors are starting to panic, looking for answers.

💡 Key Terms for Beginners
• Below Market Price (Underwater): The current price is lower than the initial purchase price (cost basis). Investors are losing “on paper” and only become truly loss-making if the asset is sold.

• 200-Week Moving Average (WMA): The average BTC price over the last 200 weeks, currently around $61,300. Historically, this has been Bitcoin’s last line of defense for the macro trend.

📜 Lessons from History: Capitulation Patterns

The moment when most of the Bitcoin supply is in a loss (crossing 50%) usually signals the late capitulation phase on the way to the cycle’s bottom:
• Late 2018: The losing metric hit 55%, followed by the BTC bottom at $3,200.
• Late 2022 (FTX Crisis): The metric reached 52%, followed by a bottom at $15,500.
• Current Conditions: The metric has once again broken above 50% and is testing the critical 200 WMA area.

⚔️ Market Dilemma: Bulls vs. Bears
- 🐂 Bull Camp (Optimistic): This is a seller exhaustion phase. Panicking retail investors have already exited, while long-term holders are instead aggressively accumulating BTC at discounted prices to form the foundation for a bottom.

- 🐻 Bear Camp (Pessimistic): The drop isn’t over yet. If BTC fails to hold above $61,300, predictive models suggest the price could fall to new lows in the $50,000–$55,000 range in Q4.

Investors who can stay strong through this phase where most of the supply is in a loss are often the ones who benefit most in the future. Are you on team buy now, or team wait at $50,000?

Crypto Becomes a New Money-Making Machine for Donald Trump: Pocketing $1.4 Billion in 2025!

A 927-page federal financial report from the OGE reveals that official digital assets outperformed Donald Trump’s traditional real estate business line as the President’s largest source of income.

Trump’s Main Crypto Revenues:
• Memecoin Royalty ($TRUMP)
• World Liberty Financial (WLF)
• Stablecoin Stock

3 Key Points for the Crypto Community:
1. Royalty vs. Retail Holder Mechanisms
2. Market Reality
3. Ethics & Regulation Debate

Halo

The crypto market is once again shaken by on-chain movements from ancient wallets. Recently, Mt. Gox was spotted moving Bitcoin worth around $739 million. Technically, this could just be custody prep.

However, as usual, the market reacts faster than the facts.

When "BTC Bleed" Meets FUD

Why did this wallet movement trigger panic? The answer lies in the momentum. This movement occurred while Bitcoin is experiencing a BTC bleed, slowly draining market optimism.

Moreover, the situation around us is far from ideal:
- Collective Fear: The shadow of mass distribution to Mt. Gox creditors has always haunted market liquidity since mid-2024.
- Macro Sentiment & ETF: Outflows from Bitcoin spot ETFs add pressure to demand.

Now, the psychological target at $60K is starting to be discussed widely in various forums as the next line of defense.

What’s Next for $BTC?
History shows that in the crypto world, anticipation of an event often moves prices much more aggressively than the event itself.

Currently, we are faced with two major scenarios:

Scenario A: Sentiment Connection.
This is purely custody prep. Once the market realizes there’s no new supply being dumped onto exchanges, prices will rebound as this panic is considered oversold.

Scenario B: Real Pressure.
Even if only a small fraction of creditors sell, the combination of this new supply with ongoing ETF outflows could drag BTC down to the $60K area.

Do you think this current dip is just an emotional response from a fearful market, creating a sweet buy the dip opportunity? Or, is the $60K target indeed unavoidable given the pressure from various fronts?

#Bitcoin #MtGox #CryptoNews #TechnicalAnalysis #MarketUpdate

Example of AI Agent Usage in Trading

With its various capabilities, the AI Agent can actually be utilized in a variety of everyday trading scenarios.

1️⃣ Detecting Whale Movements

AI can monitor the activity of large wallets on the blockchain.

For instance, when a whale starts accumulating a certain token, the system can detect changes in asset composition and provide early insights to traders.

This can help traders understand the potential market movements before they become trends.

⸻

2️⃣ Filtering High-Risk Tokens

Before buying a new token, AI can analyze the smart contract and tokenomics structure.

For example:

• Does the contract have additional mint functions?
• Are there freeze features on the token?
• Who controls the contract?

This way, traders can avoid tokens that have high-risk potential.

⸻

3️⃣ Finding Trending Tokens

AI can combine various data such as:

• Trading activity
• Inflow of funds
• Search trends
• Community discussions

From this data, the system can identify tokens that are attracting market attention.

⸻

4️⃣ Monitoring Signals from Smart Money

AI can also monitor buy and sell signals from large traders.

Analyzable information includes:

• Entry price
• Trigger price
• Potential targets
• Signal status

This helps traders gain additional perspectives when making decisions.

⸻

With a combination of market data, blockchain activity, trading signals, and community sentiment, the AI Agent has the potential to become an increasingly sophisticated trading assistant in the future.

7 AI Skills That Can Change the Way Crypto Traders Operate

Previously, AI was only used to assist in data analysis or answer queries; now a new concept has emerged.

Here are the 7 Key Skills

1️⃣ Spot Skill: Provides access to various market data in real-time such as: Price, Market Depth, Candlestick

2️⃣ Query Address Info: This feature allows for wallet address analysis on the blockchain to see: Asset composition, Portfolio value, Changes in 24 hours, Ownership concentration

3️⃣ Query Token Info: Provides complete information about a token, such as: Price, Blockchain network, Liquidity, Number of holders, Trading activity

4️⃣ Crypto Market Rank: Ranks trending tokens in the market based on various indicators such as: Search trends, Fund inflows, Developing market narratives, Trader performance

5️⃣ Meme Rush: This feature is designed to track meme coins based on their cycles, starting from: Newly launched tokens, Tokens undergoing migration, Tokens that are mature in the market

6️⃣ Trading Signal: Monitors buy and sell signals from smart money, with information such as: Trigger price, Current price, Potential profit, Exit rate, Signal status

7️⃣ Query Token Audit: Helps detect potential risks in smart contracts, such as: Additional mint functions, Freeze features, Contract ownership control

📊 Why Is This Interesting?
The integration of AI with trading systems opens up several new possibilities:
• Market analysis can be conducted faster
• Blockchain data can be monitored automatically
• Whale movements can be analyzed more easily
• Market narratives can be detected earlier

Although intriguing, there are still a few things to understand:
• AI still relies on data quality
• Trading signals are not always accurate
• Trading risks still exist

Developments like this show that AI in the crypto world is beginning to change roles. And it's likely just the beginning of AI's evolution in the crypto industry.

The crypto trading scene is shifting. We used to just stare at the candlestick charts. Now, AI is starting to play a role in the market analysis process.

Many traders face the same issues:
• market data scattered across various tools
• hard to monitor big wallet activity
• risk of contracts often being missed
• market signals arriving late

As a result, trading decisions often lack structure.

That’s why Binance is introducing AI Agent Skills, which combines several key capabilities into one system.

For example:
• market data retrieval
• address insights
• contract risk detection
• signal tracking
• trade execution

This isn't just an extra feature. It's a step towards a capability-based trading platform.

As trading tools start to connect with each other,
the exchange is no longer just a transaction venue. It's evolving into the financial infrastructure of Web3.

Imagine a trading workflow like this:
1️⃣ Find trending coins in the market
2️⃣ Check if there are big wallets accumulating
3️⃣ Assess token contract risks
4️⃣ Monitor market signals
5️⃣ Execute trades

In the past, all of this had to be done using separate tools. Now, several of these capabilities are starting to merge into one ecosystem through AI Skills. For traders, this could make the analysis process much more structured.

If you want to try out this feature directly on Binance, you can start by creating an account and exploring the platform.