资讯广场

刚刚 · TechFlow

140 家巨头联手发币，Circle 一夜暴跌 17%：稳定币战争进入“安卓时刻”

140 家巨头联手发币，Circle 一夜暴跌 17%：稳定币战争进入“安卓时刻”

→

刚刚 · TechFlow

7 月涨价潮席卷全球芯片产业链，亚洲股市半导体板块延续涨势

7 月涨价潮席卷全球芯片产业链，亚洲股市半导体板块延续涨势

→

刚刚 · TechFlow

华尔街为什么认为美光是下一个英伟达？

华尔街为什么认为美光是下一个英伟达？

→

刚刚 · TechFlow

加密国库公司崩盘一周年，模仿者已卷土重来

加密国库公司崩盘一周年，模仿者已卷土重来

→

刚刚 · TechFlow

对话 IOTA 基金会 Jens：从肯尼亚到英国，TWIN 推动全球贸易进入「 5 分钟」时代

对话 IOTA 基金会 Jens：从肯尼亚到英国，TWIN 推动全球贸易进入「 5 分钟」时代

→

刚刚 · TechFlow

2026.07.05TechFlow 情报局：近百万投资者在特朗普加密币上损失 38 亿美元，OpenAI Codex 推理 token 聚类可能导致性能下降我们的 AI Agent 从全球 200+信息源完成今日巡逻，加密、AI、科技，筛掉 99%的噪音，留下你真正需要的信号。原创

2026.07.05TechFlow 情报局：近百万投资者在特朗普加密币上损失 38 亿美元，OpenAI Codex 推理 token 聚类可能导致性能下降我们的 AI Agent 从全球 200+信息源完成今日巡逻，加密、AI、科技，筛掉 99%的噪音，留下你真正需要的信号。原创

→

刚刚 · TechFlow

2026.07.04TechFlow 情报局：存储巨头江波龙净利预增超 700 倍，豆包等 AI 陪伴智能体将下架我们的 AI Agent 从全球 200+信息源完成今日巡逻，加密、AI、科技，筛掉 99%的噪音，留下你真正需要的信号。原创

2026.07.04TechFlow 情报局：存储巨头江波龙净利预增超 700 倍，豆包等 AI 陪伴智能体将下架我们的 AI Agent 从全球 200+信息源完成今日巡逻，加密、AI、科技，筛掉 99%的噪音，留下你真正需要的信号。原创

→

刚刚 · TechFlow

2026.07.04将币圈的荒凉归咎为 AI 兴起是一种思维上的懒惰加密市场没有消失，只是进入了更残酷的 K 型分化：赢家更快通吃，普通人更难等到慢牛。

2026.07.04将币圈的荒凉归咎为 AI 兴起是一种思维上的懒惰加密市场没有消失，只是进入了更残酷的 K 型分化：赢家更快通吃，普通人更难等到慢牛。

→

刚刚 · TechFlow

2026.07.04台积电 CoPoS 的“玻璃神话”: 供应链核心人士亲手戳破的三个幻觉玻璃基板不是骗局，只是市场把 2030 年的产业化故事，提前炒成了 2026 年的确定性。原创

2026.07.04台积电 CoPoS 的“玻璃神话”: 供应链核心人士亲手戳破的三个幻觉玻璃基板不是骗局，只是市场把 2030 年的产业化故事，提前炒成了 2026 年的确定性。原创

→

刚刚 · TechFlow

2026.07.03华尔街卖币，老钱包接盘：BTC 所有权正在重新洗牌ETF 资金在撤退，但长期持有者正在吸收抛售，BTC 的所有权正在重新分配。BTC

2026.07.03华尔街卖币，老钱包接盘：BTC 所有权正在重新洗牌ETF 资金在撤退，但长期持有者正在吸收抛售，BTC 的所有权正在重新分配。BTC

→

2小时前 · CryptoPotato

Bitcoin Just Had Its Worst Month in 4 Years: What’s Next in July?

2026 hasn’t been bitcoin’s year so far, with the asset posting four (out of six) months in the red. June stands out as the most painful, setting a four-year anti-record. However, history is on BTC’s side for July, and its start has been quite promising. The question is whether the asset will be able to follow through in the following weeks. Before we explore what happened in June, we must go back to the breaking point in May. In the middle of that month, BTC’s price surpassed $82,000, prompting many analysts to speculate that the asset had erased much of its yearly losses and had kickstarted the next bull run. However, the reality was different as the rejection at that level poured more fuel into the ‘sell in May and go away’ narrative. The culmination took place in June as the cryptocurrency plummeted below $70,000 and even beneath $60,000 on a few occasions for the first time since before the US presidential elections in late 2024. After losing roughly $25,000 in weeks, BTC finally showed some early signs of revival and regained some traction by the end of the month. However, it still finished it with a 20.5% drop, making it the worst since June four years ago. The chart above demonstrates that July tends to be a more favorable month for BTC, as nine out of the last 13 editions have brought gains. Moreover, each July that has followed a red June has been in the green. The 2026 edition has started on the right foot, with BTC tapping $63,000 this weekend. However, several factors have to improve in the following weeks for the month to finally provide a well-deserved break. First, the record-setting net outflows from the spot Bitcoin ETFs have to stop, which have been halting BTC’s progress for months now. Second, recent on-chain data showed that real demand from US (and even Korean) investors has been missing, proven by the Coinbase Premium metric. On a more macro level, a potential de-escalation (or a permanent peace deal) in the Middle East would definitely help, as would clearing up the uncertainty around the midterms in the US. Topping this more positive side, bitcoin recently flashed a few bullish signals after it rebounded past the coveted $60,000 level, and analysts are now eyeing the next major breakout. Rekt Capital also weighed in on BTC’s performance in July, suggesting that the cryptocurrency will look to turn the 50-Month EMA (at around $65,000) into resistance. It’s Green July and history suggests Bitcoin will be looking to turn the 50-Month EMA (purple) into new resistance$BTC #Bitcoin https://t.co/5JhfpTAvtn pic.twitter.com/Zn3KEAeKqI — Rekt Capital (@rektcapital) July 4, 2026 The post Bitcoin Just Had Its Worst Month in 4 Years: What’s Next in July? appeared first on CryptoPotato.

→

4小时前 · CryptoPotato

Ripple (XRP) Keeps Dominating ETF Flows, but Cracks Are Starting to Show

There seems to be a clear winner in terms of investors’ behavior toward crypto-based exchange-traded funds, and it’s not the two market leaders, BTC and ETH. The financial vehicles tracking the performance of Ripple’s cross-border token continue to defy the overall market weakness with another week in the green. The HYPE ETFs also marked another positive week, but it was a significant decline from the previous one. After the impressive end to the previous business week, in which investors poured $15.63 million into the spot XRP ETFs on Friday, hopes for another strong start were high. And the numbers provided by SoSoValue show that reality wasn’t far away, as another $15.34 million entered the ETFs on Monday. However, the trend changed on Tuesday and Wednesday. Net withdrawals dominated, with investors pulling out $2.83 million and $1.86 million, respectively. This was a rare occasion since the funds have not seen too many red days lately despite the broader ETFs’ trend. The last one was a month ago, on June 3. Moreover, the last time when there were two consecutive days in the red was nearly three months ago, in early March. However, unlike the events back then, the tides reversed once again, as the funds saw $6.55 million net inflows on Thursday (the last trading day of the week due to the July 4 holiday). Consequently, the week ended well in the green again, with net inflows of $17.19 million. Thus, the spectacular streak of green-only weeks continues, as the last one (barely) in the red was in late April/early May. Perhaps driven by the positive developments on the ETF scene, the underlying asset’s price has risen by over 8% in the past week and now sits close to $0.15. The HYPE ETFs also enjoyed the last full business week of June, seeing a massive net inflow of $111.36 million, which was by far the largest ever. Although the past four-day business week was also in the green, it was a lot more modest, with just $4.32 million entering the funds. Nevertheless, the cumulative total net inflows sit at an all-time high of almost $300 million, despite the $3.01 million leaving the ETFs on Tuesday. The post Ripple (XRP) Keeps Dominating ETF Flows, but Cracks Are Starting to Show appeared first on CryptoPotato.

→

10小时前 · CryptoPotato

June 2026 Market Recap: Bitcoin Hits 2-Year Low as ETFs Bleed $8.9B

Bitcoin (BTC) closed June near its weakest level in almost two years after falling to around $58,000 on June 30, while spot Bitcoin ETFs extended a weeks-long run of heavy outflows. The month, according to a Santiment market report, was less about one single crash and more about capital quietly leaving crypto for AI stocks while whales sat on their hands. Per Santiment’s July 2 report, June saw a growing divide between retail traders and large investors, with wallets holding less than 0.01 BTC increasing their holdings in the final two weeks of the month, while those with between 10 and 10,000 BTC reduced their exposure. This, in the firm’s opinion, suggested that large investors remain unconvinced that the market has found a bottom. Another source of pressure came from ETFs. Since May 6, the last time there were consecutive days of inflows, spot Bitcoin ETFs have recorded about $8.9 billion in net outflows. In June alone $4.51 billion went out of the funds, marking their worst month since launch, and Santiment argued that such heavy selling, pushing cumulative withdrawals ever closer to the psychologically significant $10 billion mark, can also reflect capitulation, with weaker hands leaving the market after a long decline. The analytics platform also pointed to Strategy and its preferred stock as adding another layer of uncertainty after they fell well below par in June, hitting the $70s at one point and raising concerns about the company’s financial model, especially given the weakening state of BTC at the same time. However, executive chairman Michael Saylor responded by introducing a Digital Credit Capital Framework designed to improve liquidity and support the company’s preferred stock obligations. He also defended Strategy’s recent sale of 32 BTC, saying that the world’s biggest corporate holder of Bitcoin had bought about 175,000 BTC this year and that he had not sold any of his personal stash. The Santiment report had one theme recurring throughout: that money that might previously have flowed into crypto has instead moved into AI and semiconductor stocks. The firm’s analysts described AI equities as one of the biggest competitors for investor attention during June, leaving BTC without the institutional demand it had enjoyed earlier in the cycle. That same point was made by HashKey researcher Tim Sun, who told CryptoPotato that capital was reallocating across risk assets rather than that investors were losing their appetite for risk altogether. According to him, there’s a chance that Bitcoin can pull that capital back if the AI trade gets overcrowded and corrects. The weakness described above was not universal, as Santiment highlighted that Hyperliquid was one of the strongest performers last month after its HYPE token climbed to new highs, supported by growing derivatives activity and new product launches. Another that attracted attention was Lighter’s LIT, which announced tokenomics changes including buybacks, token burns, and staking

→

18小时前 · CryptoPotato

Bitcoin ETF Recap: Another Tough Week Despite a Few Bright Spots

The last trading day of the previous business week finally brought some more net inflows rather than consistent outflows for the spot Bitcoin ETFs in the United States. The products tracking the world’s largest altcoin had even more to celebrate at the end of the week, but still closed in the red. There’s no need to sugarcoat the end result – the week was still dominated by the bears. Investors pulling out funds from the spot Bitcoin ETFs withdrew $526.64 million throughout the four-day trading week. This means that the overall negative streak continues as the products have not seen a single green week in almost two months. Within this timeframe, the total cumulative flows have dumped from $59.34 billion to $51.08 billion. July 1 saw the most daily withdrawals, with $294.62 million leaving the funds, according to SoSoValue data. Another $222.64 million went out on June 30 and $231.10 million on June 29. That’s all on the negative side. The bright side was July 2. After 10 consecutive days of only net inflows, the streak was broken as investors poured in $221.72 million. Moreover, this was the highest single-day inflow recorded since May 5. Friday was a non-trading day due to the July 4 holiday, meaning that the week ended on a more positive note. The daily performance of the financial vehicles tracking ETH was even more promising. The Ethereum ETFs saw more modest $30.04 million withdrawals on June 29 and $27.60 million on June 30. However, the tides turned during the next two business days. Investors poured in $14.89 million on Wednesday and $29.08 million on Thursday, marking a near-monthly high. Nevertheless, the week still ended in the red, with total net outflows of $13.67 million. As such, the negative streak of the Ethereum ETFs continues, with eight straight weeks in the red. The total cumulative flows are down from $12.09 billion in early May to $10.89 billion on Thursday. On the more positive side, though, it was a lot less harmful than the $273.34 million taken out during the previous business week. The post Bitcoin ETF Recap: Another Tough Week Despite a Few Bright Spots appeared first on CryptoPotato.

→

19小时前 · CryptoPotato

Ethereum Price Prediction: Can ETH Break Its Downtrend and Target $2.2K?

Ethereum has extended its recovery over the past several sessions, breaking above its recent consolidation range and approaching a major confluence resistance area. The rally has improved short-term sentiment, but the market is now testing a zone that could determine whether this move develops into a broader trend reversal or remains a relief rally within the prevailing downtrend. Ethereum continues to recover from the $1.46K-$1.53K demand zone, where buyers once again stepped in after defending the June lows. The rebound has now carried price toward the descending trendline that has capped every major rally since the May peak. The recent advance has also reclaimed the $1.70K area, placing ETH just below the next key resistance cluster around $1.82K-$1.86K. This region is particularly important because it aligns with the long-term descending trendline, creating a significant technical confluence. Momentum has improved considerably. The previously discussed bullish RSI divergence has continued to play out, with the indicator making higher highs while price has recovered sharply from support. This suggests bearish momentum has weakened substantially compared to previous sell-offs. Nevertheless, the broader trend cannot be considered bullish until Ethereum breaks above the descending trendline and reclaims the higher resistance band. A rejection from this area would preserve the sequence of lower highs that has defined the market for the past several months. The 4-hour chart shows that Ethereum has successfully broken above its short-term consolidation and reached the first resistance zone around $1.70K-$1.74K. Buyers have maintained strong momentum following the breakout from the lower range, allowing the price to approach the upper boundary of the descending structure. Price is now trading just beneath the falling trendline that has repeatedly rejected previous recovery attempts. A decisive breakout above this trendline would represent the first meaningful structural improvement since the broader decline began and could open the door for a move toward the $1.82K-$1.86K resistance area. As long as Ethereum remains above the recently reclaimed $1.70K region, buyers retain short-term control. However, failure to overcome the descending trendline could trigger another rejection, sending price back toward lower support levels and extending the broader corrective structure. The one-month liquidation heatmap highlights a significant concentration of leveraged positions above the current market price, particularly within the $2K-$2.2K region. These overhead liquidity clusters could act as a magnet for price in the coming sessions. If Ethereum successfully clears the descending trendline and continues its recovery, the market may accelerate toward this area as short liquidations fuel additional upside momentum. However, the reaction after such a liquidity sweep may prove even more important than the rally itself. Once the $2K-$2.2K liquidity has been absor

→

1天前 · CryptoPotato

Bitcoin (BTC) Flashes 3 Bullish Signals: $65K Incoming?

After several weeks of lackluster performance and a slide to its lowest level since 2024, Bitcoin (BTC) has finally staged a decisive comeback. The popular analyst Ali Martinez highlighted the resurgence and spotted three bullish factors that could push the price beyond $65,000 in the short term. The primary cryptocurrency recently surged past $62,500, fueled by geopolitical de-escalation in the Middle East and a long-awaited return of ETF inflows after several weeks dominated by outflows. The analyst noted that BTC’s 12-hour chart has flashed a cluster of bullish technical cues across several key metrics, suggesting additional upside may be on the horizon. He first pointed out the Tom DeMark Sequential indicator, which has printed a buy signal. Earlier this week, the analyst emphasized that this metric (when viewed on the monthly timeframe) triggered a synchronized bullish call across BTC, ETH, XRP, and SOL. “Historically, when multiple assets lock in concurrent monthly buy signals, it indicates seller fatigue and a high probability of a long-term market bottom,” he explained. The second positive sign Martinez touched on is BTC’s Relative Strength Index (RSI), which has printed a bullish divergence against the underlying price action, while the third is the SuperTrend indicator, which signaled a trend shift. “If these combined indicators receive validation through sustained spot volume, the immediate target for BTC sits at $65,400 – aligning with the TD setup resistance trendline,” he concluded. Numerous market observers share Martinez’s bullish outlook, noting that the cryptocurrency has performed quite well in the current month. X user cyclop, for instance, noted that BTC has historically posted double-digit gains in July during bear markets. The recent whale behavior also reinforces the positive scenario. X user Max Crypto revealed the case of a big investor who opened a $66 million long on BTC that will be liquidated if the price dips to $59.395. Whales are known as experienced investors who rarely jump on the bandwagon, relying purely on their instincts, and their actions could infuse enthusiasm among smaller players, prompting them to allocate fresh capital to the ecosystem. Of course, one must tread carefully and keep in mind that the crypto market remains shaky, meaning a renewed pullback in the short term is just as plausible. The post Bitcoin (BTC) Flashes 3 Bullish Signals: $65K Incoming? appeared first on CryptoPotato.

→

1小时前 · CoinTelegraph

South Africa proposes crypto tax guidance under existing framework

South Africa’s tax authority proposed draft guidance clarifying how crypto assets are taxed under existing income and capital gains tax rules, seeking public input until Aug. 31. South Africa’s tax authority has proposed new guidance that clarifies how crypto assets are taxed under existing income and capital gains tax frameworks. The South African Revenue Service (SARS) on Wednesday published draft guidelines on crypto asset taxation, applying South Africa’s existing tax framework, primarily the Income Tax Act, 1962, alongside capital gains tax rules. The draft provides that most crypto activities, including trading, swapping and spending, are generally treated as disposals that may trigger tax events. It still emphasizes that the rules depend heavily on each taxpayer’s specific circumstances. If adopted, the proposed guidelines are set to impact millions of local users, as SARS reported in 2024 that at least 5.8 million residents held crypto assets. The guidance document reiterated that crypto assets are not legal tender or foreign currency, but rather intangible assets for tax purposes. “The preferred interpretation of the legal nature of crypto assets is that, although highly versatile and capable of negotiability, they are not ‘currency’ and, consequently not ‘foreign currency’,” the agency said. The guidelines place significant emphasis on a taxpayer’s intention when determining how crypto is taxed. According to SARS, whether a person is classified as a trader or a long-term investor depends on their behavior, transaction frequency and the purpose for holding the asset. An excerpt on how taxpayer intention is assessed, according to the proposed guidelines. Source: SARS “It is important to consider the taxpayer’s intention at the time of acquisition, at the time of selling the asset, and whilst holding the asset, as a taxpayer’s intention regarding an asset may change over time,” the authority said. SARS added that this requires a broad assessment of all relevant facts and circumstances. Related: Crypto lobby urges Congress to pass staking and mining tax bill as is The guidelines also say crypto assets may fall under South Africa’s donations tax, as the assets are treated as “property” under tax law, with tax rates ranging from 20% to 25%, depending on the value of the donation. The draft guidance is not final law and is open for public comment until August 31. SARS said it is intended to attempt to provide interpretive clarity rather than introduce new legal obligations. South Africa has emerged as one of Africa’s largest crypto markets. According to Chainalysis’ October 2024 report, the country received about $26 billion in crypto value during the one-year period covered by the study. Chainalysis also found that institutional and professional-sized transactions were the largest contributors to total value received, particularly from late 2023 through the first quarter of 2024, highlighting a shift toward larger and more structured market a

→

5小时前 · CoinTelegraph

Binance outflows triple to $1.2B as ETH withdrawals hit 3-year high

Binance recorded $1.23 billion in weekly net outflows, up 207% from the previous week, as Ethereum withdrawals surged to a three-year high. Binance, the world’s largest crypto exchange by trading volume, recorded a sharp surge in weekly outflows as Ethereum withdrawal activity climbed to a multi-year high. According to DefiLlama data viewed by Cointelegraph on Sunday, Binance saw $1.23 billion in net outflows during the week beginning June 29, a 207% increase from roughly $400 million the week prior, while monthly net outflows totaled about $3.2 billion. Separately, CryptoQuant community analyst Darkfost reported Friday that Binance’s Ethereum withdrawal transactions hit their highest level in more than three years, with over 166,000 withdrawal transactions in a single day. While some of the movement may reflect accumulation behavior, Darkfost pointed to regulatory uncertainty stemming from the European Union’s Markets in Crypto-Assets Regulation (MiCA) and short-term market positioning as possible drivers. Binance’s ETH withdrawals marked the sharpest increase in withdrawal transactions recorded on Binance since March 2023, coinciding with Ether posting a modest rebound of around 10% over two days, according to CryptoQuant data. “This surge in withdrawals could reflect genuine demand building around the $1,500 level, with investors choosing to take exposure and pull their funds off the exchange, a pattern that typically points toward longer-term accumulation rather than short-term trading,” Darkfost said. Ether prices showed a broader recovery over the past week. According to Coingecko data, ETH rose about 12.5% over the past seven days, trading at $1,766 at the time of publication. Related: Bitcoin profit and loss ratio falls to 43-month low Bitcoin, the largest cryptocurrency by market capitalization, also edged up 4.3% over the same period, trading at $62,925 at the time of publication. Apart from Binance, several other centralized exchanges (CEXs) also recorded outflows over the past week. Bitfinex saw $407.5 million in outflows, followed by Gate at $214.3 million. OKX recorded $87.1 million in outflows, while Bybit posted $78.4 million, according to DefiLlama data. Top five exchanges sorted by weekly net flows. Source: DefiLlama On the inflow side, Crypto.com and HashKey Exchange led gains over the past week, recording around $63 million and $53.3 million in net inflows, respectively. Smaller inflows were also seen across KuCoin at $22.1 million, Gemini at $17.4 million, and Bitvavo at $15.8 million over the same period. Magazine: Bitcoin copying 2022 ‘almost perfectly,’ Ether to $4K in 2026: Market Moves

→

9小时前 · CoinTelegraph

Here’s what happened in crypto today

Need to know what happened in crypto today? Here is the latest news on daily trends and events impacting Bitcoin price, blockchain, DeFi, Web3 and crypto regulation. Today in crypto, Binance saw its weekly outflows jumping to $1.23 billion, Vitalik Buterin listed three of Ethereum’s top focus areas under a new roadmap and Kraken begun accepting tokenized stocks and ETFs as collateral for futures and margin trading. Binance, the world’s largest crypto exchange by trading volume, recorded a sharp surge in weekly outflows as Ethereum withdrawal activity climbed to a multi-year high. According to DefiLlama data viewed by Cointelegraph on Sunday, Binance saw $1.23 billion in net outflows during the week beginning June 29, a 207% increase from roughly $400 million the week prior, while monthly net outflows totaled about $3.2 billion. Separately, CryptoQuant community analyst Darkfost reported Friday that Binance’s Ethereum withdrawal transactions hit their highest level in more than three years, with over 166,000 withdrawal transactions in a single day. While some of the movement may reflect accumulation behavior, Darkfost pointed to regulatory uncertainty stemming from the European Union’s Markets in Crypto-Assets Regulation (MiCA) and short-term market positioning as possible drivers. Ethereum co-founder Vitalik Buterin has named quantum resistance, scalability and privacy as three of Ethereum's top priorities under a new "Lean Ethereum" strawmap, which lays out the network's technical direction for the remainder of the decade. In a post to X on Saturday, Buterin said the collection of upgrades will roll out over the next three to four years, touching nearly every layer of Ethereum in a transformation he compared in scale to the September 2022 Merge, which shifted the network away from energy-intensive mining. “Quantum safety has shifted up a LOT in priority,” he said, adding that finalizing a quantum-safe solution for blobs has “become urgent.” Enhancing privacy is another priority, Buterin said, stating that it has become a “first class goal.” The “Lean Ethereum” strawmap timeline from 2026 through to 2029. Source: Strawmap.org The change in roadmap comes amid a series of changes at the Ethereum Foundation, which laid off roughly 20% of its staff last month in a bid to become leaner and reduce its budget by 40%. The leaner structure comes on top of several executive departures in recent months, including Hsiao-Wei Wang and Tomasz Stańczak, while protocol contributors Tim Beiko and Barnabé Monnot also left in May. Buterin is also pushing for the development of a new virtual machine like leanISA or RISC-V to support programmable privacy and better scalability. Crypto exchange Kraken has begun accepting select tokenized stocks and exchange-traded funds (ETFs) as collateral for futures and margin trading, allowing eligible users to open leveraged positions without selling their holdings. The feature initially supports 10 tokenized stocks and ETFs, incl

→

13小时前 · CoinTelegraph

Moonbeam to pivot from Polkadot to Base, unveils AI agent framework

Moonbeam didn’t provide a timeline for when it would launch the AI agent platform but told GLMR holders to bridge their tokens from the Polkadot parachain to Base before July 31. Polkadot-based interoperability protocol Moonbeam said it is pivoting to Ethereum layer 2 Base to launch an AI agent communication and settlement network, aimed at capturing a share of the emerging market. “This is a pivot to the most exciting frontier in crypto: autonomous AI agents that find each other, negotiate work, and pay each other entirely on-chain, without a middleman,” Moonbeam said in a statement announcing the Moonbeam Protocol on Friday. “We believe AI-native on-chain coordination represents a significant long-term opportunity. This transition allows us to focus resources around that direction,” Moonbeam added. Moonbeam didn’t provide a launch timeline for the Moonbeam Protocol. Agentic development has seen considerable adoption in the crypto industry, with Coinbase CEO Brian Armstrong and Circle CEO Jeremy Allaire among the executives predicting that AI agents will become the dominant users of blockchain-based payments in the coming years. Coinbase’s x402 payments protocol has been one of the biggest drivers behind that push, while layer 1 blockchains Aptos and Near have also rolled out infrastructure to support agent-driven onchain activity. Adoption in blockchain-based payments space has struggled to take off, however, with data from Artemis showing that only $2 million in trading volume has been facilitated through the x402 protocol over the past 30 days. AI agent development is progressing slowly in Big Tech too, with Meta CEO Mark Zuckerberg stating on Thursday that the technology hasn’t accelerated the firm’s workflows as quickly as expected. Several members of the crypto community said Moonbeam's pivot marked a major setback for the Polkadot ecosystem, with one X user calling Moonbeam Polkadot's "flagship project." “That’s a real pain in the ass for Polkadot,” another X user said. Moonbeam launched as a Polkadot parachain in January 2022, providing developers the ability to build Ethereum Virtual Machine-compatible applications directly in the Polkadot ecosystem. Moonbeam (GLMR) holders will need to bridge their tokens from Moonbeam’s Polkadot parachain to Base before July 31, 2026, including GLMR tied in lending markets, staking contracts and other decentralized finance protocols, Moonbeam said. Related: Why a ‘safe’ AI can turn dangerous in the wrong company Those holding the token on a centralized exchange won't need to take any action, Moonbeam said. Moonbeam said it will continue providing its cross-chain interoperability services on the Polkadot parachain through the transition period and is not abandoning its existing builders or infrastructure providers. Magazine: Bitcoin decouples from tech stocks, Ether eyes ‘selling wave’: Market Moves

→