Temasek Keeps Crypto “Off the Table” Four Years After $275M FTX Writedown

The post Low-Volatility Beats Momentum as Defensives Return appeared on BitcoinEthereumNews.com. Low-volatility just beat momentum over a stretch that actually matters, and defensive sectors have quietly taken the wheel. If you’ve been watching the S&P 500 lurch between AI euphoria and macro nerves, this is your sign the market’s tone is changing. This piece walks through what’s behind the defensive rotation, how low-vol stacks up against momentum, where the data confirms it, and what it could mean for tech, small caps, and even crypto liquidity. I’ll keep it practical: signals to track, ways to express or hedge the view, and the common mistakes investors make when these rotations kick off. Yes, low-volatility has started to beat momentum, and the S&P 500’s defensive rotation is back on the tape. In late June, defensive sectors led, market breadth improved, and a simple SPLV-over-MTUM look turned up. This isn’t a victory lap for the bears; it’s a nudge to reassess factor risk and conce

After reentering the AI race with its first in-house Muse Spark model in April, Meta is now opening up the doors to developers with a new model that can plug into AI coding software with the new Meta Model API. Meta says that Muse Spark 1.1 is a "step-change" from the first generation, with improvements based on feedback from developers. The company says it's capable of more advanced coding, including detection and fixing of complex bugs; better supports end-to-end agentic workflows across a range of apps, including multi-agent systems; and has native multimodal perception across images, videos, and documents. The Muse Spark 1.1 launch fol … Read the full story at The Verge.

The post Temasek Shuns Crypto, Targets 15% AI Portfolio by 2031 appeared on BitcoinEthereumNews.com. Temasek Holdings will not add new cryptocurrency exposure. The $400 billion Singapore state investor will instead deepen its bet on artificial intelligence. Nagi Hamiyeh, president of Temasek Global Investments, told CNBC that regulatory uncertainty is driving the shift. A lingering $275 million write-off from the 2022 FTX collapse also weighs on the decision. Why Temasek Is Stepping Back From Crypto Temasek confirmed it holds no direct crypto positions today. The fund still remembers the FTX custody failures that followed Sam Bankman-Fried’s exchange collapse. Consequently, that collapse hardened Singapore’s regulatory posture across the sector. Regulators tightened licensing rules soon after, and compliance costs climbed as approvals slowed. Several exchanges and fund managers reportedly rethought their Singapore operations because of it. Hamiyeh said Temasek cannot forecast what role

The post 3 AI Stocks At Risk as Former White House Advisers Warn AI Bubble is “Still Inflating” appeared on BitcoinEthereumNews.com. Two former economic advisers to the White House, Jared Bernstein and Ryan Cummings, have warned that the AI bubble is growing bigger, a statement that has moved the spotlight to three leading AI stocks: Nvidia (NASDAQ: NVDA), SpaceX (NASDAQ: SPCX) and Micron Technology (NASDAQ: MU). However, NVDA and MU stocks defied the bearish outlook on AI delivered by the two analysts and increased by 3.65% and 1.11%, respectively. But SPCX stock was down by 0.81% on July 8 to close trading at $148. White House Advisers Warn About AI Bubble as BlackRock Exits AI Stocks Bernstein and Cummings published a Substack post about their views on AI, where they said that the gains seen with AI-related stocks like MU and NVDA suggest that the AI bubble is “still inflating.” The analysts noted that while these stocks may be moving up, their valuations are being dented by the com

Anthropic's "reflect" feature could set a new standard for AI transparency, influencing user engagement and competitive differentiation in AI. The post Anthropic launches Claude ‘reflect’ feature, giving users a mirror for their AI habits appeared first on Crypto Briefing.

Micron's investment enhances US tech independence, boosts job creation, and stabilizes supply chains, impacting AI and crypto sectors significantly. The post Micron boosts US investment plan, commits $250B through 2035 appeared first on Crypto Briefing.

The popularity of Spotify Wrapped has kicked off a wide range of year-in-review features, on apps from YouTube to Uber - and now, the lookback trend has come to AI. Anthropic on Thursday announced a "reflect" feature for its Claude chatbot, allowing users to see an analysis of their usage data over the past month, three months, six months, or year. Anthropic bills the reflection dashboard as a way to "see your patterns and shape them," the company wrote in a blog post. It begins with a summary of an individual's key topics brought up with Claude, as well as types of tasks they delegate and their usage patterns, including peak usage times. … Read the full story at The Verge.

The post Crypto VC Giant Paradigm Raises $1.2B, Plans to Bet Beyond Crypto appeared on BitcoinEthereumNews.com. Key highlights: Paradigm is expanding its focus beyond crypto with a $1.2 billion funding The investment aims to help startups focusing on AI, robotics, and other new technologies The VC firm has reiterated its commitment to crypto and blockchain Paradigm, a leading crypto-focused venture capital firm, is now expanding beyond digital assets. The platform has reportedly raised a staggering $1.2 billion fund to invest in emerging technologies. Even though the company’s core vision is rooted in crypto, it eyes backing startups in other areas, including artificial intelligence (AI), robotics, and more. The latest development underscores Paradigm’s broader vision of diversifying its investment strategy. While maintaining a strong commitment to the crypto ecosystem, the platform envisions supporting the next generation of startups that drive innovation across other sectors. Paradig