Weekly Selection | The impact of AI doomsday theory lasted the whole week, multiple crypto insiders were exposed.

PANews Editor's Note: PANews has selected a week's worth of quality content to help everyone utilize their weekend time to fill gaps. Click the titles to read.

Macro Perspective

China's Electricity, Token Going Global

The 1858 submarine cable symbolized the British Empire's control over information flow; similarly, in 2026, China's AI large model is reshaping the global power structure through Token going global.

Fu Peng: Asset Reshuffling, Where to Invest Money?

With a significant demographic shift, how will your house, savings, and career be reshaped?

Truth Digging: ETF Mechanisms Suppress Price Discovery, Jane Street Becomes the Scapegoat for Bitcoin's "10 AM Crash" Strategy

Conspiracy theories spread in the crypto world, with Jane Street being accused of orchestrating the 10 AM crashes in U.S. stock markets. The real enemy may never be a specific institution, but our neglect of complex mechanisms and our craving for simple answers.

Have the "Good Days" for Crypto KOLs Come to an End? X Forces "Transparent Pricing," Ending Hidden Wealth Channels

The X product lead angrily rebuked Kalshi's soft advertising account: ban them if they don't disclose! This month, X mandates transparency, so users no longer have to worry about getting trapped by hidden advertisements?

Public Companies

Block Cuts Nearly Half Its Workforce, Surges 24%! CEO: AI Increases Efficiency, Most Companies Will Make Similar Adjustments in the Coming Year

Block announced in a shareholder letter that it would lay off about 4,000 people and disclosed that its gross profit would reach $10.36 billion for the full year of 2025, a 17% increase year-on-year, with gross profit growth doubling from the first quarter to the fourth quarter.

Stock Price Rises Over 35%! Circle Strives to Shed the Stablecoin Label After 270 Days Since Listing

USDC circulation exceeds 75 billion, with Q4 revenue up 77%. The company faces pressure from declining interest rates and revenue-sharing with Coinbase, and is transitioning to a platform model through Arc blockchain and AI-powered payment agents, seeking new growth that is not tied to interest rates.

The Transfer of Power in the Payments Arena: Billion-Dollar Unicorn Stripe May Acquire PayPal, Heavily Investing in Stablecoins and AI

The pioneer of payments, PayPal, is at risk of being swallowed; the rumored buyer is none other than the yet-to-be-listed payment newcomer, Stripe. To this day, this upstart has yet to ring the Nasdaq bell, opting to retain the strategic freedom of remaining unlisted while accelerating its bets on stablecoins and AI, pouring substantial funds into new financial tracks.

A 10,000-Word Breakdown of NVIDIA's 20-Year Rise: From Two Gaming Graphics Cards to a $50 Trillion Empire

What changes has NVIDIA experienced from 2006 to 2026?

AI Panic

Don't Be Blinded by Hype, Most People Are Unsuitable for Using OpenClaw

First, understand which aspects need automation, test with user-friendly tools, and only upgrade to OpenClaw when truly necessary.

"Scarce Assets" in the AI Era? Goldman Sachs: HALO--Heavy Assets, Not Outdated

The AI revolution, seemingly the "lightest" virtual technology wave, is ending the past decade's "light asset myth" and forcing the market to re-evaluate the value of "heavy" and difficult-to-replicate physical assets (HALO).

OpenClaw Accelerates, Colliding with the "2028 Doomsday Theory": Who Will Build the "Brakes" for AI?

OpenClaw ignites a wave of agentic commerce; NEAR showcased at Nearcon 2026 how AI chains can build the foundation of the agency economy, discussing privacy, security, and responsibility mechanisms, revealing the opportunities and challenges of the era of commercial compression.

The Author of the "AI Doomsday Report" Speaks: Market Panic Exceeded Expectations, but the Real Risk is the "Unemployment Cycle"

The "AI Tax" emerges as a report causes IBM to experience its largest drop in 25 years.

Refuting the AI Doomsday Theory: AI Will Not End the World but Promote Prosperity

If productivity growth exceeds the impact of changes, AI will also promote prosperity.

Institutional Reflections

Interview with the Founder of Primitive Ventures: The "Silence" of the Bear Market is Far from Here! 2026 Will Be the Golden Year for Volatility Harvesting Traders

The founder of Primitive Ventures discusses AI restructuring liquidity, white-collar unemployment over five years, and the geopolitical competition with TSMC.

Dragonfly Partner Haseeb: 13 Harsh Truths About Starting a VC That No One Will Tell You

From $0 to $4 billion, the survival and evolution of a crypto VC.

A 30-Year Business Experience Review by a Silicon Valley Billionaire: All of My Past Goals Were Foolish

Stay debt-free, remain humble, embrace young people.

Seizing Opportunities

23 Major Flaws in Predictive Markets

A整理 from the perspectives of market competition, liquidity structure, and regulation.

Less than 10 cents can Collapse Million-Dollar Liquidity, Order Attacks May Deplete Polymarket's Liquidity Foundation

A transaction of less than $0.1 on the chain can instantly erase market orders worth tens of thousands of dollars from Polymarket's order book. This is not a theoretical deduction but a currently occurring reality.

Understanding this AgentFi Full-Spectrum Report is Key to Capturing Alpha in the AI-Native Economy

x402 payments surpass $50 million, with 24,000 Agents registered since the launch of ERC-8004.

In-Depth Research on OpenClaw: Selection Logic and Ecological Overview of 3002 Community Skills

This list selected 3002 from ClawHub's 5705 Skills, with an exclusion rate of nearly 48%.

The Bitcoin Community Erupts: OGs Concerned About BIP-110 Leading to Value Disputes

The BIP-110 proposal attempts to limit the amount of data in Bitcoin blocks, targeting inscription protocols such as Ordinals and Runes. The 55% activation threshold sparked controversy, challenging Bitcoin's traditional 95% consensus rule.

Web3 Matters

ZachXBT's Major Investigation: Complete Record of Axiom Insider Trading Scandal

ZachXBT investigates insider trading behavior at the Axiom cryptocurrency trading platform. Employee Broox used internal backend tools to query users' sensitive information and track private wallet activities, targeting KOLs like Marcell, who tend to buy large amounts of meme coins before public calls.

Aave Infighting Escalates: Behind the $51 Million Funding Controversy is a Game of "Who Defines History"

If the governance environment leads to optimal independent developers being squeezed out by the Labs route, then the decentralized contributor model that makes Aave unique may begin to crumble.

The Chen Zhi Case and the Zhao Changpeng Case: The U.S. Profits Nearly $20 Billion from Them

New reports reveal how the U.S. harvested nearly $20 billion in global cryptocurrency assets through technological hegemony leveraging two high-profile cases.

The Truth Behind the LUNA Crash? Some Knew About the $40 Billion Erosion 10 Minutes in Advance

Your hard-earned money, their ATM.

Criticized by Vitalik for Losing Direction, Is Automaton's Web4 Experiment a Dangerous Game?

Recently, the open-source AI project Automaton proposed the concept of Web 4.0 and launched the first self-sustaining AI agent, quickly gaining popularity both inside and outside the crypto sphere. This AI experiment unexpectedly brings some imaginative space to the crypto market, sparking considerable discussion and controversy.

Key Information

免责声明：本文章仅代表作者个人观点，不代表本平台的立场和观点。本文章仅供信息分享，不构成对任何人的任何投资建议。用户与作者之间的任何争议，与本平台无关。如网页中刊载的文章或图片涉及侵权，请提供相关的权利证明和身份证明发送邮件到support@aicoin.com，本平台相关工作人员将会进行核查。