According to @milesdeutscher, institutional trading demand is positioning Ethereum (ETH) for a potential move to $3,000, with OKX Chief Commercial Officer Lennix Lai noting ETH's dominance over Bitcoin (BTC) in perpetual futures markets, accounting for 45.2% of volume. While ETH shows strength, a Glassnode report indicates that institutional investors are also accumulating BTC during dips, with accumulation pressure outweighing profit-taking from long-term holders, a dynamic considered highly atypical for late-stage bull markets. In the stablecoin sector, a CryptoQuant report highlights a new all-time high market cap of $228 billion, with Presto Research data showing Tron (TRX) capturing over $6 billion in net inflows in May, while Ethereum and Solana (SOL) experienced outflows. Furthermore, an a16z Crypto essay suggests a long-term bullish case for blockchain infrastructure, arguing that autonomous AI agents will require crypto rails for interoperability and transactions.

According to @DeepLearningAI, financial services firm Cantor Fitzgerald has issued a research note suggesting that Bitcoin (BTC) miner Core Scientific's (CORZ) stock could surpass $30 per share in a potential acquisition by AI cloud provider CoreWeave. This valuation represents a near-doubling of its current price, which recently surged 33% following a report from The Wall Street Journal about advanced buyout talks. Cantor Fitzgerald's bullish case is built on two key factors: valuing the 12-year, $3.5 billion AI infrastructure lease between the two companies at $24 per share, and adding $11.70 per share for the replacement value of CORZ's power infrastructure. This move is part of a broader trend where crypto miners like HIVE Digital (HIVE), which is purchasing a 7.2 MW data center in Toronto for AI, are pivoting their infrastructure towards more stable, long-term AI-related revenue streams. However, the report also notes that not all pivots are successful, citing the negative market reaction to Bit Digital's shift to Ethereum staking and Canaan's failed AI chip unit.

According to @StanfordAILab, the new Responsible Innovation and Safe Expertise (RISE) Act of 2025 proposed by Senator Cynthia Lummis is set to bring major transparency to the AI sector, with significant implications for crypto and Web3. The bill requires AI developers to disclose technical details via 'model cards' to limit liability but stops short of mandating open-source models, as cited in the proposal. This regulatory approach could favor established, centralized AI firms like Anthropic, valued at $61.5 billion, over decentralized, open-source crypto-AI projects. The source highlights a warning from Hashed CEO Simon Kim about the dangers of centralized, 'black box' AI, reinforcing the core Web3 principle of transparency. This development comes as the convergence of AI and blockchain accelerates, with projects like MANSA using stablecoins for funding, as noted in the analysis. For traders, this legislative push creates a critical divergence to watch between regulated, centralized AI and the permissionless innovation in Web3 ecosystems like Ethereum (ETH), trading at $2452.70, and Solana (SOL), priced at $150.04.

According to @ylecun, a recent paper by @tydsh and team demonstrates that reasoning in continuous embedding space is theoretically more powerful than in discrete token space (source: https://twitter.com/ylecun/status/1935253043676868640). This advancement is significant for crypto and AI traders, as enhanced reasoning capabilities in AI models could directly impact predictive analytics, algorithmic trading strategies, and risk management within cryptocurrency markets. The adoption of superior embedding techniques may lead to more accurate trading bots and improved market forecasts, making this finding particularly relevant for those deploying AI in crypto trading.

According to Miles Deutscher, the integration of AI in crypto, particularly in niches like Robotics and Agents, offers significant long-term upside potential. Deutscher highlights DePAI in Robotics as a promising narrative, suggesting its potential to become a major trend. Furthermore, he notes that the potential of Agents in the crypto space has barely been tapped, indicating substantial growth opportunities. These insights underscore the importance of focusing on these niches for long-term trading strategies.

According to Milk Road, the price performance of the two largest cryptocurrency AI agent infrastructure tokens is under scrutiny for a potential recovery. The tokens have recently shown volatility, which may present trading opportunities. Milk Road notes that despite recent downturns, these tokens have strong underlying technology and market interest, which could lead to a price rebound. It is crucial for traders to monitor market trends and technological developments in these tokens for informed trading decisions.