AI TLDR
Open models, decentralized AI, crypto AI, and the projects leading it.
July 31 to August 7, 2026
Bitcoin barely moved. Underneath, U.S. crypto funds pulled in cash, borrowed positions cooled, a few tokens surged, and a giant corporate holder sold.
Open models, decentralized AI, crypto AI, and the projects leading it.
Rates, liquidity, policy, and the global forces moving risk assets.
The flagship crypto-investor recap: markets, liquidity, protocols, businesses, policy, security, leadership, and rotation.
Calm majors, U.S. fund inflows, narrow leadership, more crypto cash, lower leverage, and real application use.
Resilient growth, incomplete inflation relief, and the rising price of money.
Monetization, open weights, verifiable intelligence, and the crypto AI proof test.
Growth held, liquidity weakened, and the long end tightened.