Bitcoin

The market is in a greed-driven, BTC-dominant regime ($2.86T cap, F&G 71), where capital is concentrated in BTC and ETH and speculative altcoin narratives are starved. Breakthroughs in 2D semiconductors matter for the long-term compute substrate of AI, IoT, and edge devices—areas where crypto projects (DePIN, AI compute marketplaces) increasingly position themselves—but the path from lab to market is 5-10 years.

A Nature article reports on an ultrathin 2D semiconductor that conducts electricity using positively charged 'holes', potentially enabling next-generation high-performance electronics.