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Markets

BTC 84,388 +0.3%ETH 2,684 +0.8%SOL 117 +2.2%META 772 +3.7%AMD 627 +2.0%GOOGL 343 +1.5%MarketsSep 24, 17:03 UTC
CryptoSep 24, 17:03 UTC
AssetUSD24 h
BTC Bitcoin84,388+0.3%
ETH Ethereum2,684+0.8%
SOL Solana117+2.2%
XRP XRP1.53+2.0%
BNB BNB781+1.9%
DOGE Dogecoin0.10+3.8%
ZEC Zcash1,541+0.1%
HYPE Hyperliquid94+1.1%
AI stocksSep 24, 17:03 UTC
AssetUSDDay
META772+3.7%
AMD627+2.0%
GOOGL343+1.5%
NVDA224−0.5%
BABA112+0.7%
MSFT496−0.9%
TSM452+1.2%
AMZN249+0.0%
Price per million tokensSep 24, 17:03 UTC
ModelInputOutput
Claude Fable 5.1 Anthropic10.0050.00
GPT-6 Astra OpenAI10.0050.00
Gemini 3.8 Flash Google0.753.75
Grok 4.7 xAI1.604.80
DeepSeek V4 Pro DeepSeek0.461.39
Qwen3.8 Max Prime Alibaba4.0012.00
Kimi K3 Moonshot3.0015.00
GLM-5.3 Prime Zhipu2.808.80

All models by lab

Tokens: USD per million, input and output. Stocks: last price of the day. Sources: CoinGecko (crypto, live) · Yahoo Finance (stocks) · OpenRouter (models, live).

BlackRock: AI could become one of crypto's biggest drivers

In a paper published today, the world's largest asset manager says the demand AI agents could generate is underappreciated. On X, a post about the paper passed 8,000 likes.

198.9 million payments

Source: Stablecoin Insider

The paper is called "The Machine-Native Economy." According to BlackRock, an agent buying data, compute or a service runs into today's payment rails: opening an account and authorizing payments can require a person, and card fees make cent-sized payments unworkable. Stablecoins solve part of that because they run 24 hours a day.

There is already volume. Since May 2025, Coinbase's x402 protocol has processed about 198.9 million payments worth USD 52.7 million, 99.6% of them in USDC, according to Stablecoin Insider. Yesterday Coinbase added more than 6,000 stocks to "Coinbase for Agents," and agents can pay for market data with x402 from their USDC balance. Today the Cardano Foundation enabled x402 payments in ADA, although the service that processes those payments is not yet live on mainnet. Concordium said on X that it joined the x402 Foundation as a member.

BlackRock mentions a longer-term possibility: tokenizing compute capacity so it can be traded or used as collateral. The same paper notes that this market does not exist yet.

Sources: CoinDesk · Cointelegraph · Stablecoin Insider · Coinbase Developer Platform (X) · Cryptews · Concordium (X)

Crypto vs AI

Market value

CryptoUSD 2.89 trillion
AIUSD 2.01 trillion

Crypto is worth 1.4 times as much as the AI labs.

Crypto: every cryptocurrency (CoinGecko). AI: the labs, the equivalent of tokens. Private labs at their last closed round; Z.ai and MiniMax at their Hong Kong market value. Excludes xAI, part of SpaceX since February.

See the labs
CryptoUSD 2.89 trillionCoinGecko
AnthropicUSD 965.0 billionlast round, May 28 · Reuters
OpenAIUSD 852.0 billionlast round, Mar 31 · OpenAI
DeepSeekUSD 52.0 billionlast round, Jul 16 · Reuters
Z.ai (Zhipu)USD 39.7 billionlisted, today · HKEX
Moonshot AIUSD 35.0 billionlast round, Jul 29 · Bloomberg
Safe SuperintelligenceUSD 32.0 billionlast round, Jul 29 · Yahoo Finance
Mistral AIUSD 24.0 billionlast round, Sep 8 · CNBC
MiniMaxUSD 12.4 billionlisted, today · HKEX

Venture investment · Q2 2026

CryptoUSD 5.6 billion
AIUSD 144.4 billion

AI raised 26 times as much as crypto.

Venture capital invested in private companies during the quarter.

Sources: Galaxy Research · PitchBook

AI + crypto

Coinbase traces USD 1.1 million behind EvilTokens, an AI phishing service

The service was sold by subscription and used AI to find, inside stolen email, who can approve payments at a company.

According to CryptoSlate, Coinbase's intelligence team followed about USD 1.1 million in payments across four Tron addresses between October 2025 and June 2026 and passed its analysis to London's Metropolitan Police. That figure is the service's revenue, not victims' losses. EvilTokens targeted about 10,000 organizations and compromised more than 12,000 mailboxes.

Sources: CryptoSlate

AI

Anthropic says Claude found an unknown enzyme system in bacterial viruses

It is the first result from Anthropic's new biology lab. Nearly 1,000 Claude agents worked for 21 hours and used 210 million tokens, according to the company.

The system sits in the DNA of bacteriophages. Next to the enzyme's gene is a long array of repeating DNA, a structure Anthropic says looks somewhat like CRISPR. The company wrote on X that it does not yet know what the system does, and that the few known systems with these features can cut, copy and paste DNA.

Anthropic CEO Dario Amodei wrote on X that the discovery's precise function, biotech utility and significance are not yet clear. According to Amodei, the life sciences team suggested a broad research area, Claude read the literature and genome data, found the system and proposed the experiments, and the human team ran them in the lab. Anthropic's post on X passed 13,000 likes.

Sources: Anthropic (X) · Dario Amodei (X) · Techmeme

Altman and Amodei call for international AI cooperation at the UN

The CEOs of OpenAI and Anthropic spoke at the United Nations after Trump rejected what he called a "globalist scheme" to control AI, according to CNBC.

According to the Financial Times, Amodei called for "narrow" safety agreements: common model testing standards and a notification system for internationally significant AI incidents. Altman called for "extreme care" with AI, according to Yahoo. Hours earlier, a Bloomberg post on X said he would propose global standards.

According to analysts cited by CNBC, AI safety will also be on the table when Trump and Xi Jinping meet. In Congress, Sen. Bernie Sanders and Rep. Greg Casar introduced a bill to ban the development of artificial superintelligence, with penalties of up to 20 years in prison, according to The Verge.

Sources: CNBC · Financial Times · Yahoo · Bloomberg (X) · CNBC · The Verge

ChatGPT Voice now uses email, calendar and Slack; Muse is the most downloaded app in the US

OpenAI said on X that voice mode can use plugins, run on GPT-⁠6 Astra, Sol and Luna, and work inside ChatGPT Work on web and mobile.

According to TechCrunch, Plus and Pro users can use the Work tab on their phones to ask by voice for documents, presentations or sites, while Free and Go users get plugins and connected apps. OpenAI says the feature is rolling out globally today in the latest version of the app.

Muse, Meta's agent that shops and schedules, is the most downloaded app in the US, according to the Financial Times, which reports that Mark Zuckerberg will unveil new AI products. Earlier, Wired reported that Meta fixed a zero-day vulnerability in the Muse app for Mac.

Sources: OpenAI (X) · TechCrunch · Financial Times · Wired

China probes DeepSeek and Moonshot over possible data leaks to Claude

According to The Information, China's internet regulator is examining whether those companies sent user data to Anthropic.

The report hit Chinese AI stocks listed in Hong Kong: Z.ai, also known as Zhipu, fell 12.4%, MiniMax 4% and Alibaba 4.4%.

The same day, Alibaba unveiled the Zhenwu V900, an AI chip the company calls the most powerful in China, and announced plans for Qwen models of up to 10 trillion parameters.

Sources: The Information · Tom's Hardware

Crypto

Bitcoin drops to USD 84,000 and hundreds of millions are liquidated

Around 14:15 UTC, USD 157 million in long positions were liquidated in 15 minutes. Shortly after, another post put the figure at USD 230 million in the past hour. Both figures circulated on X.

According to K33, cited by The Block, bitcoin ETPs just had their largest daily inflow since November 2024. Bitcoin had touched USD 86,000 for the first time since January.

On Friday at 8:00 UTC, bitcoin options worth USD 15.9 billion and ether options worth USD 2.1 billion expire on Deribit, according to CoinDesk. Bitcoin's put/call ratio is 0.69 and the "max pain" price is USD 75,000.

Sources: X · X · The Block · CoinDesk

Chainalysis: crypto activity fell 1.6% in a year when the market lost half its value

In the 12 months to June 2026, USD 9.4 trillion moved, against USD 9.5 trillion a year earlier, while market capitalization fell by USD 2.1 trillion.

According to the adoption index Chainalysis published today, cross-border stablecoin transfers rose 77.5%, from USD 124.2 billion to USD 220.3 billion, and domestic person-to-person transfers grew 302.9% to USD 228.7 billion.

Brazil tops the global ranking, followed by the United States, Nigeria, Japan and South Korea. Latin America moved USD 593.8 billion, 9.8% more than a year earlier, and Venezuela grew 107.2% to USD 39.1 billion.

Sources: The Block · Chainalysis · Cointelegraph

NYSE signs with Blockchain.com, MoonPay buys North Capital and six Canadian banks test tokenized deposits

Blockchain.com wants to offer tokenized US stocks and ETFs to more than 44 million accounts through the platform the New York Stock Exchange is planning.

The NYSE deal is a non-binding memorandum and depends on regulatory approvals, according to Unchained. MoonPay is paying more than USD 60 million in stock for North Capital, a firm with SEC broker-dealer registrations; the purchase also needs approval, according to CoinDesk.

In Canada, RBC, TD, BMO, Scotiabank, CIBC and National Bank are exploring a shared network of tokenized Canadian-dollar deposits. The first phase covers only transfers between the banks themselves and has no launch date, according to Decrypt.

Sources: Unchained · CoinDesk · Decrypt

Kalshi denies a CFTC probe as Democrats call for a public hearing on prediction markets

Kalshi told CoinDesk the CFTC has not contacted it and that the repeated USD 5,500 trades in its ether futures come from liquidity incentives.

Every Democrat on the Senate Banking Committee asked committee chair Tim Scott for a public hearing on prediction markets. Today the committee's Republicans met privately with Kalshi CEO Tarek Mansour, according to The Block.

Patrick Witt, the White House crypto adviser, blamed Democrats and banks for the Clarity Act's defeat in the Senate and said the work now shifts to regulators such as the SEC, according to CoinDesk. A financial disclosure filed today shows Trump's accounts bought up to USD 115,000 in Strategy shares in July, according to Unchained.

Sources: CoinDesk · The Block · CoinDesk · Unchained

Models & repos · most watched this week

See all

Trending models

  1. convaiinnovations/laya

    Classification · 3,338 likes

    A calibrated decision model in the style of Jev. Apache 2.0 license.

  2. Qwen/Qwen-Image-2.1

    Image · 2,159 likes

  3. XingChen-AGI/Xing4.0-29B-A4B

    Text · 1,643 likes

  4. Altworld/Hemmingway-1

    Text · 618 likes

Source: Hugging Face

  1. anthropics/financial-services

    Python · +1,895 stars this week

  2. alibaba/open-code-review

    Go · +9,833 stars this week

    Alibaba's code review tool: fixed rules plus an AI agent, with line-level comments. Works with OpenAI and Anthropic.

  3. anthropics/claude-code

    TypeScript · +2,762 stars this week

    Anthropic's coding agent that works from the terminal.

  4. affaan-m/ECC

    JavaScript · +6,695 stars this week

    A system to tune coding agents: skills, memory and security for Claude Code, Codex, Opencode and Cursor.

  5. Tencent/WeKnora

    Go · +4,522 stars this week

    Tencent's open source platform that turns documents into a queryable RAG, an agent and a self-maintaining wiki.

  6. addyosmani/agent-skills

    JavaScript · +3,867 stars this week

    Engineering skills for AI coding agents.

Source: GitHub Trending

New: agents, skills and MCP

  1. jev-chat/jev-chat-jarvis

    Kotlin · 5,926 stars since it was created

    A phone copilot that reads chats in WeChat, QQ, X or Feishu and suggests replies. Sending stays with the user.

  2. mikehasa/golive-skill

    TypeScript · 820 stars since it was created

    Takes an agent-built product live (hosting, database, domain, email and payments) on your own accounts. An open source skill and zero-dependency Node CLI, with no account or telemetry.

  3. v-modal/awesome-jev-tools

    709 stars since it was created

    A curated list of tools built for Jev, TypeSafe AI's model for typed decisions.

  4. yetone/magpie

    Go · 552 stars since it was created

    Every agent's model in one place, from the menu bar: Codex on DeepSeek, Claude Code on Kimi.

  5. jev-chat/jev-chat-windows

    Python · 524 stars since it was created

    A WeChat helper for Windows: local OCR reads the messages, Jev reads the intent and suggests three replies. Sending is always manual.

  6. nokia-applied-research/AnyJev

    Python · 479 stars since it was created

    Turns any LLM into a Jev-style decision model with real probabilities and no retraining.

Source: GitHub

Hugging Face sorted by trend; GitHub Trending by stars this week; new repos are from the last 7 days with the topics ai-agents, mcp, agent-skills, claude-code or llm.

What people are saying

  • On r/OpenAI, a user says tests across about 50 accounts show some GPT-6 Astra requests being silently rerouted to weaker models. They posted a script so others can check.

    AI · r/OpenAI

  • "Friends don't let friends short Bitcoin" drew 5,600 likes on X a few hours before the drop.

    Crypto · X

The week · 17–Sep 23

Full summary

Opus 5.5, GPT-⁠6 and a Fed that didn't stop bitcoin

  1. Anthropic and OpenAI cut prices on the same day

    Claude Opus 5.5 and GPT-6 Sol and Luna came out on September 22, both cheaper than their predecessors. The Decoder

  2. China investigates its AI labs

    China's internet regulator is looking into whether DeepSeek and Moonshot sent user data to Anthropic. The Information

  3. The Fed hikes and bitcoin rises anyway

    The first rate hike since 2023 did not stop the market: bitcoin ended the week up 13%. CoinDesk

  4. Agents that pay with stablecoins

    BlackRock published a paper saying AI could be a source of crypto demand the market underestimates. CoinDesk

The numbers
+13%Bitcoin over 7 days CoinGecko
71Fear and greed index (greed) Alternative.me
312 BDollars in stablecoins, a record DefiLlama
−12.4%Z.ai (Zhipu) in Hong Kong after the probe report The Information
−40%Cost per task of Opus 5.5 vs Opus 5 Claude (X)
198.9 Mx402 payments since May 2025 Stablecoin Insider

Newsletter

Every morning, what happened in AI and crypto: five points you can read in 30 seconds and the day's stories, with their sources. On Sundays, the week in review.