According to Andrew Ng, many bottom-up AI experiments have not delivered significant gains, and transformative impact comes from end-to-end workflow redesign, illustrated by turning a weeklong loan review into a 10-minute AI-enabled decision while reworking marketing, application routing, final review, and execution to scale. Source: Andrew Ng via Twitter and deeplearning.ai. According to Andrew Ng, scaling impact requires pairing bottom-up ideas with top-down strategic direction so agentic systems evolve from single-step automation into product and operations changes that drive growth. Source: Andrew Ng via Twitter and deeplearning.ai. According to Andrew Ng, frequent WEF Davos themes include Agentic AI, Sovereign AI, talent upskilling, and data center bottlenecks in energy, GPU chips, and memory, emphasizing infrastructure constraints leaders aim to address. Source: Andrew Ng via Twitter and deeplearning.ai. According to Andrew Ng, the post does not discuss cryptocurrencies or blockchain, so there is no direct crypto-specific takeaway stated by the source. Source: Andrew Ng via Twitter and deeplearning.ai. (Source)

According to @borgetsebastien, SAND’s move is tied to fundamental catalysts beyond technicals: The Sandbox 3.0 roadmap introducing AI and VibeCoding, recent launches including Corners Internet (live) and 0xSANDchain (testnet) gaining traction, and the upcoming The Sandbox Alpha Season 7 with a UGC focus; he also cites unconfirmed rumors around mobile and token changes and argues that projects consistently shipping are better positioned to rebound as conditions improve (source: @borgetsebastien). (Source)

According to @DowdEdward, TLT has based for over 18 months after a 55% drawdown, with weekly volume running 40–60% above the 2015–2019 average, indicating institutional accumulation at depressed prices (source: @DowdEdward citing Common Sense Investor). According to @DowdEdward, price is holding above the 2023 lows near 85–87, weekly RSI has normalized to 40–45, and downside momentum has stalled while volatility compresses, supporting a constructive technical base for a US Treasury duration trade (source: @DowdEdward). According to @DowdEdward, on the macro side long yields have stopped making higher highs, and historically TLT tends to rally 30–50% after 10Y yields peak, framing a duration-friendly backdrop (source: @DowdEdward). According to @DowdEdward, upside targets are outlined at 115–120 for the base case, 130–140 for the bull case, and 140+ in a risk-off scenario, with the setup characterized by heavy volume, accumulation, and flat price action (source: @DowdEdward). (Source)

According to @DeepLearningAI, Andrew Ng wrote in The Batch that leaders seeking real AI transformation should redesign entire workflows rather than automate isolated steps. According to @DeepLearningAI, OpenAI is testing ads inside ChatGPT, indicating the company is exploring monetization within the product. According to @DeepLearningAI, Nvidia introduced Alpamayo R1 as a reasoning model. According to @DeepLearningAI, these updates collectively emphasize workflow-level AI adoption, product monetization tests, and advances in reasoning models. (Source)

According to @KobeissiLetter, Intel (INTC) extended its slide to about 17%, putting it on track for its largest single-day decline in nearly three years, while the US government's position in Intel lost roughly $4 billion in value today. (Source)

According to @KobeissiLetter, margin financing in China has reached a record 390 billion dollars, exceeding the 2015 stock bubble peak of roughly 380 billion dollars (source: @KobeissiLetter). The author adds that margin debt has nearly doubled since the end of 2024, driven by stronger risk appetite from retail investors, indicating heightened leverage in Chinese equities that traders should note (source: @KobeissiLetter). (Source)

According to TRON DAO, the network is solidifying its role as a global payment layer built for speed, scale, and trust. Jeremy (@ItsFloe) reported that TRON ended Q4 2025 with $81.8 billion in stablecoins on-chain, including $80.9 billion in USDT. Sources: TRON DAO on X; Jeremy (@ItsFloe) on X. (Source)

According to Santiment, the top privacy coin projects by development activity are DASH, NYM, HOPR, Monero (XMR), Decred (DCR), Firo (FIRO), Zcash (ZEC), Verge (XVG), Conceal (CCX), and Dusk (DUSK), based on filtered GitHub repository activity, source: Santiment. Santiment reports upward positioning for XMR, FIRO, and CCX; downward for ZEC and DUSK; and unchanged for DASH, NYM, HOPR, DCR, and XVG since the last update, source: Santiment. The ranking applies Santiment’s methodology for filtering notable GitHub activity from project repositories and is presented as useful for crypto trading signals, source: Santiment. Traders can track Santiment’s dedicated privacy project watchlist to analyze leaders by development activity alongside other metrics, source: Santiment. (Source)

According to @cas_abbe, CZ told CNBC at Davos that 2026 could mark a Bitcoin (BTC) super cycle, noting BTC’s usual four year cycle but arguing that a pro-crypto shift in the U.S. and follow-on moves abroad could break the pattern (source: @cas_abbe referencing a CNBC Davos interview). According to @cas_abbe, CZ added that over a 5–10 year horizon BTC going up is easy to predict and he has strong conviction about 2026 (source: @cas_abbe via CNBC). For traders, the super-cycle thesis reported by @cas_abbe from a CNBC Davos interview implies a potential sentiment tailwind for BTC trend strategies and a need to reassess assumptions tied to halving-driven cycles, with regulatory signals in the U.S. and other jurisdictions as key catalysts (source: @cas_abbe via CNBC). (Source)

According to @KobeissiLetter, retail investors are accelerating allocations to gold and silver funds, highlighted by a $95 million net inflow into the largest gold ETF, GLD, on Tuesday (source: @KobeissiLetter). According to @KobeissiLetter, this is the largest retail inflow into GLD since October 2025, underscoring stronger demand for precious metals exposure from individual investors (source: @KobeissiLetter). (Source)

According to @ag_dwf, Falcon Finance now lets users off-ramp fiat to bank accounts and cards, supporting GBP, EUR, and USD through SEPA, SWIFT, and bank card rails (source: @ag_dwf). Users can keep earning yield in sUSDf vaults while accessing fiat liquidity for payroll, suppliers, and expenses, eliminating the need to exit yield positions to make payments (source: @ag_dwf). The integration is live with Altery and Synterra Connect, with card-linked solutions planned for select regions (source: @ag_dwf). This setup removes the need to choose between onchain returns and real-world liquidity, aligning DeFi yield strategies with everyday settlement needs (source: @ag_dwf). (Source)

According to @garyblack00, online bettors have increased the probability that BlackRock CIO Rick Rieder will be nominated as the next Fed Chair to about 35%, compared with 42% for Kevin Warsh, with Rieder viewed as dovish and Warsh as more hawkish (source: @garyblack00). According to @garyblack00, a Rieder nomination would likely be received favorably by markets because his stance implies further interest rate cuts, a setup traders monitor when positioning in risk assets including Bitcoin (BTC) and Ethereum (ETH) (source: @garyblack00). (Source)

According to @lookonchain, a threat actor named John was baited into a “band for band” flex and live-shared his wallets. According to @zachxbt’s on-chain tracing cited by @lookonchain, the revealed wallets are linked to large suspected thefts and include funds tied to a U.S. government seizure related to Bitfinex. According to @lookonchain, an Arkham Intel address 0x8924B17fD7512953949DE703a7C97484E66E0Bec was shared, which allows public tracking of holdings and transfers for trade monitoring. (Source)

According to @OnchainLens, address 0xa5f deposited $1.82M USDC into HyperLiquid over the past three days and opened high-leverage long positions in BTC at 40x, ETH at 25x, and HYPE at 10x; source: @OnchainLens. The positions are currently valued at $25.9M, comprising 200.67 BTC (~$17.79M), 2000 ETH (~$5.81M), and 104,319 HYPE (~$2.28M); source: @OnchainLens. (Source)

According to @lookonchain, after ETH fell below 2,900, trader Machi (@machibigbrother) trimmed part of his ETH long to avoid liquidation. According to @lookonchain, he then deposited 250,000 USDC to Hyperliquid to continue adding to the ETH long. According to @lookonchain, the cited address shows a 4,450 ETH long worth about 12.94 million USD with a liquidation price of 2,841.97 on Hyperliquid, based on Hypurrscan data referenced by @lookonchain. (Source)

According to Charlie Bilello, the Fed has matched market expectations at every FOMC since 2009, and the bond market is pricing only a 2.8% chance of a rate cut heading into the meeting (source: Charlie Bilello on X). According to Charlie Bilello, the committee is expected to hold the policy rate at 3.50–3.75% with no cut, a setup traders can use as a baseline for positioning in risk assets including BTC and ETH into the event (source: Charlie Bilello on X). (Source)

According to Charlie Bilello, derivatives pricing implies less than a 3% chance of a Fed rate cut at the upcoming FOMC meeting, and he argues the probability should be zero given credit and equity markets at all-time highs and inflation running above the Federal Reserve’s 2% objective over the past decade (source: Charlie Bilello on X; source: Federal Reserve). This points traders toward a higher-for-longer baseline when calibrating risk exposure in Bitcoin (BTC), Ethereum (ETH), and other liquidity-sensitive assets into the policy decision and communication (source: Charlie Bilello on X). (Source)

According to @lightspark, Lightspark’s Rachel Malonson will take the stage at the Plan ₿ Forum in El Salvador. According to @lightspark citing Plan ₿ Forum, the session will debate Bitcoin scaling tradeoffs with a focus on Layer 2 design and Lightning connections, moderated by Roy from Breez with panelists Tiero, bit_walt, and kilrau. According to @lightspark, BTC-focused traders can monitor outputs from this panel for insights on Lightning connectivity and Layer 2 design that relate to Bitcoin payment rails and throughput. (Source)

According to Charlie Bilello, SpaceX’s private valuation reached a record $800 billion in 2025, compared with $127 billion three years ago, $36 billion five years ago, and $10 billion ten years ago. According to Charlie Bilello, at an $800 billion valuation SpaceX would be the 13th largest company in the S&P 500 if it were public. (Source)

According to @lightspark, Rachel Malonson will take the stage at Plan B Forum in El Salvador. source: @lightspark According to @PlanBElsalvador, the session will debate tradeoffs in scaling Bitcoin and dive into Layer 2 design and Lightning Network connections, moderated by @roy_breez with speakers @tierotiero, @bit_walt, and @kilrau. source: @PlanBElsalvador BTC traders tracking infrastructure developments may monitor this panel for direct commentary on Lightning and Layer 2 design choices highlighted by the organizers. source: @PlanBElsalvador (Source)