Bitcoin

The AI compute arms race is accelerating while crypto remains trapped in a macro-driven liquidity drought. This highlights the dangerous divergence between AI/tech's institutional capital influx ($32B into AI data centers in Q2 2024) and crypto's capital flight, exposing crypto's failure to capitalize on the AI narrative despite repeated attempts.

NVIDIA, OpenAI, Microsoft, and Oracle announced the Multipath Reliable Connection (MRC) protocol for AI networking, deployed in their AI factories.