According to @wallisi, AI models are collapsing and both humans and AI will need blockchain data to verify provenance, highlighting a growing need for cryptographically verifiable content pipelines. Source: X post by @wallisi https://twitter.com/wallisi/status/1978741436515221792 Regulatory momentum supports this thesis as the EU AI Act requires labeling of AI‑generated content and transparency obligations for general‑purpose AI models, increasing enterprise demand for verifiable provenance. Source: European Parliament press release https://www.europarl.europa.eu/news/en/press-room/20240308IPR19015/meps-adopt-landmark-artificial-intelligence-act Industry standards are converging on cryptographic provenance with C2PA Content Credentials and early hardware adoption such as the Leica M11-P, signaling machine-verifiable authenticity workflows entering production. Source: C2PA specification https://c2pa.org/specifications/latest and Leica M11-P press release https://leica-camera.com/en-GB/press/leica-m11-p-world-s-first-camera-content-credentials For crypto traders, this provenance stack maps to on-chain attestations on Ethereum ETH via Ethereum Attestation Service, permanent content storage via Arweave AR and Filecoin FIL, and oracle-secured off-chain data integrity via Chainlink LINK, aligning these assets with real-world provenance use cases. Source: EAS documentation https://eas.build, Arweave docs https://www.arweave.org, Filecoin docs https://docs.filecoin.io, Chainlink solutions overview https://chain.link/solutions/data

According to @StockMKTNewz, Wired reports that OpenAI is preparing to launch a social app focused on AI-generated videos, creating a near-term headline to watch across AI equities and crypto assets. Source: @StockMKTNewz on X, Sep 29, 2025; Wired. Microsoft is a direct public-market proxy for OpenAI via its multiyear partnership and investment, so MSFT often reacts to major OpenAI product news. Source: Microsoft press release on its OpenAI partnership dated Jan 23, 2023; Microsoft Investor Relations disclosures 2023–2024. AI video generation is GPU-intensive, tying sensitivity to GPU suppliers like NVIDIA and AMD, and to decentralized GPU rendering and compute networks such as Render (RNDR) and Akash (AKT). Source: NVIDIA and AMD investor presentations on AI demand 2023–2024; Render Network documentation; Akash Network documentation. AI video content also requires storage and delivery, aligning attention to decentralized storage assets Arweave (AR) and Filecoin (FIL) within crypto. Source: Arweave and Filecoin documentation.