Assemble AI

Russia plans to deploy its digital ruble for trade transactions with BRICS countries, targeting a launch date of September 1. Despite low domestic demand from individuals, businesses, and banks, the digital ruble is seen primarily as an international project to facilitate cross-border trade. This initiative aligns with the broader trend among BRICS nations to adopt central bank digital currencies (CBDCs) for enhanced trade efficiency.

Nvidia is expected to report strong Q4 FY26 earnings with a projected 70% jump in EPS and revenue exceeding $65 billion. UBS analyst Timothy Arcuri raised his price target to $245, suggesting a 28% upside based on robust industry demand and upcoming Nvidia GTC event. Despite high stock valuation and recent sideways trading, Wall Street anticipates further growth driven by Nvidia's leadership in AI chips and strong supply chain dynamics.

Cardano has partnered with LayerZero to enable interoperability with over 160 blockchains and access to more than $80 billion in omnichain assets. The integration allows Cardano to bypass its architectural differences and connect with major ecosystems without requiring a change in its underlying model. While the partnership provides technical capabilities, Cardano’s ability to attract real liquidity and sustained DeFi growth remains uncertain and contingent on future adoption.

Russia aims to deploy its digital ruble to facilitate trade with BRICS countries, moving away from reliance on the US dollar. The digital ruble is part of a broader BRICS initiative to create unified CBDC infrastructure and regulatory standards. While domestic demand for the digital ruble is low, officials expect benefits in preventing fraud and corruption; meanwhile, BRICS central banks express concerns about stablecoins' risks.

An Israel Defense Forces reservist and a civilian have been indicted for using classified intelligence to place bets on military operations through Polymarket. The investigation involved the Ministry of Defense, Shin Bet, and Israel Police. Charges include serious security breaches, bribery, and obstruction of justice.

Senator Mark Warner, a prominent Democratic negotiator, expressed his desire for the U.S. crypto market structure bill to advance. SEC chief Paul Atkins highlighted that passing the bill is essential for establishing durable regulatory policy. Both emphasize that delaying or failing to pass the legislation could undermine effective governance of the crypto sector.

El Salvador's Bitcoin holdings have depreciated by around $300 million due to the ongoing price decline. The losses are stirring concern in the nation's bond market and complicating IMF loan negotiations. Despite these setbacks, the government persists in purchasing Bitcoin, raising doubts about IMF support especially with delayed pension reforms.

A former IMF official has highlighted concerning signs in the US Treasury market, noting that long-term bond yields remain high despite recent Federal Reserve rate cuts. The US government’s shift to short-term borrowing has not lowered yields as expected, and foreign appetite for US debt, including from China, appears to be waning. Chinese banks have reportedly been advised to limit their exposure to US Treasuries, raising concerns about a potential crisis in the bond and dollar markets.

Ark Invest's Cathie Wood predicts that rapid technological advances, including AI, will drive deflationary pressures and challenge traditional financial systems. She sees Bitcoin as a trustless alternative capable of thriving amid this 'deflationary chaos.' This outlook was shared during Bitcoin Investor Week, highlighting Bitcoin's potential role in a shifting financial landscape.

În ianuarie, companiile listate la bursă care cumpără Bitcoin au acumulat aproximativ 43.230 BTC, evaluate la 3,5 miliarde de dolari, cu Strategy reprezentând 93% din achiziții. În ciuda pierderilor mari și a unei scăderi de 70% a prețului acțiunilor Strategy, firma rămâne cumpărătorul dominant în mijlocul activității în scădere a concurenților. Unele companii, inclusiv minerii Riot Platforms și Bitdeer, au început să vândă Bitcoin, în timp ce Strategy își menține un angajament ferm de a deține și achiziționa BTC.

Within two weeks of the launch of Ethereum's new standard ERC-8004, over 20,000 AI agents have been deployed on various blockchains including Ethereum, BNB Chain, and Base. The ERC-8004 standard facilitates autonomous AI agents to interact, transact, and build reputations on-chain without intermediaries. This innovation aims to enhance decentralized AI agent ecosystems by enabling seamless on-chain communication and reputation management.

Ethereum’s price remains pressured despite entering an 'opportunity zone' indicated by its MVRV ratio, signaling potential undervaluation. Short-term holders are currently more profitable and active, while long-term holders are shifting from accumulation to distribution, indicating weakening foundational support. Key technical levels such as $1,811 support and resistance near $2,238 and $2,509 will determine whether Ethereum can stabilize or continue to face downward pressure.

Bitdeer, a Bitcoin cloud mining company, reported Q4 revenue of $225 million, tripling from $69 million a year ago. The company also achieved a net income of $70.5 million, reversing a $531.9 million loss in Q4 of the previous year. This success is driven by expanded proprietary Bitcoin mining, with BTC mined increasing nearly fourfold to 1,673 coins in the quarter.

Piața criptomonedelor se confruntă cu o frică extremă și o ștergere drastică de 800 miliarde de dolari, cu Bitcoin tranzacționându-se sub costurile de producție ale minerilor. În ciuda panicii vânzătoare din partea consumatorilor, creșterea volumului futures perpetue semnalează o acoperire instituțională crescută, poziționându-se potențial pentru o revenire pe termen lung. Cu toate acestea, riscurile rămân, pe măsură ce analiștii avertizează asupra unor posibile scăderi mai profunde, cu 60.000 de dolari ca nivel critic de suport de monitorizat.

Bitcoin Improvement Proposal 360 (BIP 360) has been merged into the official BIP repository, introducing a new Pay-to-Merkle-Root (P2MR) output designed to enhance Bitcoin's resistance to future quantum computing threats. P2MR disables the key-path spending method, reducing exposure of public keys and paving the way for future quantum-resistant upgrades. This initiative aligns Bitcoin with global efforts toward quantum-safe cryptographic standards aimed for adoption by the 2030s.

Acțiunile Apple se apropie de un punct de cumpărare tehnic, cu un nivel de intrare la 288,62 dolari, pe măsură ce formează un model de bază în formă de cană. Compania își crește semnificativ cheltuielile de capital legate de AI, inclusiv 14 miliarde de dolari pentru 2026 și 30 de miliarde de dolari în cercetare și dezvoltare axate pe AI. Interesul instituțional rămâne puternic, evidențiat de creșterea participației Howland Capital Management în Apple.

Since the launch of ERC-8004 over two weeks ago, more than 20,000 AI Agents have been deployed across Ethereum, BNB Chain, and Base. The leading AI Agents in terms of score, popularity, and activity are James, Captain Dackie, Rick, Minara AI, and CoreFocus. This rapid growth highlights the rising adoption of AI-driven smart contracts and decentralized AI applications.

Bitcoin is poised to find a bottom around $49,000 due to specific Bitcoin market cycles rather than a broad global recession. IMF and other institutions forecast steady, if slow, global growth in 2026, reducing the likelihood of a recession-driven market crash. Miner economics, ETF flows, and corporate stress point to a mechanical reset in Bitcoin’s price despite overall global economic resilience.

At Consensus Hong Kong 2026, key Solana project leaders discussed how the ecosystem is rebuilding resilience after the 2022 FTX collapse. The focus for Solana's future development is centered on strengthening the application layer. Leaders from prominent projects like Jupiter, Backpack, Kamino, and DoubleZero highlighted this strategic shift as crucial to Solana's roadmap.

Gold prices experienced a sudden and sharp decline for unclear reasons, coinciding with a strengthening US dollar. This drop in gold and the dollar rise may reflect risk-off sentiment following a significant fall in Microsoft's stock and broader industry concerns. Market participants are uneasy, with speculation about a CPI leak but skepticism remains, highlighting increased worries about market safety.