Industry

AI News Flash: Wall Street’s valuation logic for certain crypto companies is undergoing a structural shift. Previously, investors evaluated crypto firms based on Bitcoin holdings, trading volume, mining revenue, and assets under management—essentially their exposure to digital assets themselves. However, in June 2026, Galaxy Digital’s stock surged, driven not by crypto price increases or ETF inflows, but by investors revaluing its Helios data center campus in Texas.

Story Protocol announces brand transformation, rebranding as DATA Foundation, pivoting core strategy from blockchain IP licensing layer to AI data supply infrastructure. Story co-founder Andrea Muttoni points out fundamental conflicts between original permissionless licensing model and mainstream media, gaming, and brand companies’ high demand for IP control, forcing the project to reposition.

AI News Flash: Wall Street is re-evaluating the value of crypto companies—no longer just looking at Bitcoin holdings, trading volume, or mining revenue, but starting to focus on a brand new dimension: AI infrastructure. In June 2026, Galaxy Digital’s stock price surged significantly, but the driving force wasn’t the crypto market conditions—it was investors repositioning their large data center project ‘Helios Campus’ in Texas. The campus is specifically designed for AI and HPC, and Galaxy Digital’s management has hinted that Helios could account for a significant portion of the company’s total market value in the future, sparking positive market response.

AI News Flash: The American Arbitration Association (AAA) and blockchain middleware software company Integra Ledger jointly released the Legal Context Protocol (LCP) this Wednesday, endorsed by Google, IBM, Circle, Wayfair, Stellar Development Foundation, Ava Labs, Cardano, Hedera, Crossmint, Aptos Foundation, Sei Labs and Mysten Labs.

AI News Flash: Democratic House lawmakers sent a letter this week to SEC Chairman Paul Atkins questioning regulatory gaps for AI agent investment advisors. Led by Rep. Bill Foster and Rep. Brad Sherman with six co-signers, the letter points out platforms are deploying AI agents for retail investors making ‘substantial investment decisions’ largely outside securities regulations.

AI News Flash: Bitwise recently pointed out that Bitcoin’s current valuation is more attractive compared to AI-related stocks like NVIDIA — the latter has already溢价 above long-term trend levels, while Bitcoin’s Mayer Multiple remains in a historically undervalued zone. At the same time, the market is facing liquidity squeeze pressures: SpaceX, Anthropic, OpenAI and other tech giants’ potential financing deals could collectively attract over $200 billion in investment demand…

AI News Flash: Bitcoin miner HIVE Digital accelerates AI infrastructure transformation. Its HPC subsidiary BUZZ HPC plans to build a 320MW AI data center campus near Toronto, supporting over 100k GPUs. In FY2026, HIVE’s HPC segment revenue reached $19.5M, nearly doubling YoY…

AI News Flash: Jack Dorsey’s fintech company Block has launched a new AI-native development tool suite called Builderbot, claiming it can now automatically handle around 15% of the company’s formal production environment code changes. The system can execute over 200,000 operations daily and automatically merges approximately 1,500 pull requests per week.

AI news flash: The US government’s request for Anthropic to restrict access to its AI model has sparked deep industry concern over centralized AI control. Grayscale researcher Pandl points to Bittensor as a decentralized alternative path, aiming to provide AI resource access through an open global decentralized network—conceptually similar to ‘Bitcoin for the AI field’. He emphasizes that AI access capability is becoming an increasingly vital economic resource, and as AI capabilities continue to enhance, governments and major AI labs will play an increasingly critical role in determining who can use these tools and under what conditions.

AI News Flash: A study called ‘Emergence World’ lets 10 AI agents live autonomously in a virtual city for 15 days to verify if short-term testing can assess AI’s long-term behavior risks. Researchers point out that the industry currently uses an ’exam mode’ for testing AI agents—giving a single task in a clean environment and drawing conclusions within minutes. But real-world autonomous systems often need to run for weeks or even months, interacting with other AIs whose behavior isn’t controlled by a single operator…