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🤖💰 AI & Bitcoin: The Great Re-Plumbing Begins

Hello there you embodiment of curiosity;

Welcome to today's edition of Osiris News, if you’re looking at the charts and seeing a bit of red, take a breath. The price is just the weather. The real story is the climate, and a new season is upon us. The market feels quiet, but it is the quiet of a field being plowed, of foundations being poured.

There are two great construction projects running in parallel on this planet, and both are moving with a speed and scale that is difficult to comprehend.One project is happening in plain sight, in the earnings calls of tech giants and the GDP reports of nations. The other is happening on-chain, in the brutal, fast-moving wars for liquidity and the silent, methodical accumulation of digital assets.

🔍 Quick Overview

• AI's Growth Spurt: AI is powering the US economy like a rocket, with tech giants' massive spending fueling GDP growth and Oracle reporting "insatiable" demand for its cloud.

• Perp DEX Power Play: Decentralized perpetual exchanges are surging, with ASTER dominating volumes on a massive airdrop narrative, while Hyperliquid secures a key partnership with Metamask.

• Stablecoin Renaissance: Stablecoins are blooming with new launches like Hyperliquid’s USDH and Ripple’s RLUSD, alongside strategic integrations and Coinbase-backed innovation across the board.

• Institutional Influx: The "Great Crypto Rotation" is underway, with institutions now driving the market, transforming Bitcoin from a speculative asset into a foundational pillar of a $3.3T ecosystem.

• Tether's Sovereign Play: Tether is eyeing a colossal $500B valuation, buying US debt like a quasi-sovereign entity, and strategically positioning itself to launch a US-regulated stablecoin.

Trending News

🏦📈 Naver to Acquire Upbit Parent Dunamu, Eyes Korean Won Stablecoin

South Korea's largest internet company, Naver, plans to acquire crypto exchange Upbit's parent company, Dunamu, via a share exchange. This strategic move aims to integrate crypto transactions with Naver Pay and legitimize the digital asset sector in South Korea. The acquisition could significantly boost crypto adoption and pave a regulated path for digital assets within mainstream finance in the region.

🏛️💶 European Banks Unite to Launch Euro Stablecoin by 2026

Nine major European banks are collaborating to develop a euro-based stablecoin, aiming to establish a trusted payment standard across Europe. This initiative seeks to challenge the dominance of US-pegged stablecoins and will operate under Dutch Central Bank supervision, adhering to MiCA regulations. The new stablecoin could significantly increase the utility of euro-denominated digital payments and reduce reliance on US financial infrastructure.

💵🌍 RedotPay Achieves Unicorn Status with $47 M Investment Round

Crypto payments firm RedotPay secured a $47 million strategic investment, pushing its valuation past $1 billion and achieving unicorn status. The funding will support global expansion and compliance efforts, building on its 5 million users and $10 billion annualized payment volume. RedotPay's rapid growth underscores the increasing momentum in digital finance and the foundational role stablecoins play in global payment systems.

🧩🚀 Plasma Layer 1 Blockchain Launches with $2 Billion Stablecoin TVL

Plasma, a new Layer 1 blockchain, launched its mainnet with a core focus on zero-fee USDT transfers and over $2 billion in stablecoin total value locked. Its native XPL token reached an $8 billion fully diluted valuation, preloaded by successful community campaigns. The launch positions Plasma among the top 10 blockchains by stablecoin liquidity, aiming to simplify DeFi for average users through its stablecoin-native approach.

This tiny pause brought to you by “please let this help pay the bills” 👀

Beyond the Noise

The story of the old world, for now, is a story about Artificial Intelligence. The U.S. economy is growing at a respectable 2-3%, but the labor market is weakening. The gap is being filled by a ghost in the machine: a massive surge in productivity, driven almost entirely by AI. This is not a theoretical boost. AI-related capital expenditure added a full percentage point to GDP growth in the first half of 2025. It is a silent, powerful tailwind. You can see it in the numbers from a company like Oracle, whose stock jumped 43% in a single day this month. CEO Safra Catz reported cloud orders grew by nearly 500%. Co-founder Larry Ellison was more direct. “Everyone wants it,” he said. “I think demand is going to be insatiable.”

This is not hyperbole. The seven largest tech firms are on track to spend $400 billion on capital expenditures this year and are projected to clear $500 billion in 2026. They are building the computational bedrock for a new age. The quiet moral lens here is that this new productivity comes at a cost: occupations exposed to AI have already seen a 13% relative decline in employment. We are building a more efficient world, but we have not yet decided how to care for the people it no longer needs. This is the great, silent engine of the 21st-century economy, a boom so large it is reshaping the world in real time.

At the same time, a second, parallel construction project is underway. Call it the Great Crypto Rotation. It is a fundamental shift in ownership, from the fast money of retail speculators to the patient capital of long-term institutional allocators. While the price of Bitcoin wobbles, the number of crypto millionaires globally has jumped 40% to over 241,700 individuals. The total crypto market cap has quietly grown to $3.3 trillion, up 45% from last year. This is not the frantic energy of a bull run. It is the slow, steady hum of accumulation. Bitcoin is evolving from a speculative asset into the foundation of a parallel financial system, a system being built brick by brick.

The bricks, in this case, are the stablecoins. The innovation here is relentless, the quiet plumbing that makes everything else possible. Hyperliquid, in the midst of a war for market share, just launched its own native stablecoin, USDH, fully backed by cash and U.S. Treasuries. Ripple’s RLUSD is now integrated into tokenized money-market funds from BlackRock and VanEck. Coinbase is backing white-label issuers and launching a Singapore dollar-backed stablecoin, XSGD. This is the unglamorous, essential work of building a truly global and interoperable financial network. It is the laying of pipes and the paving of roads.

And then there is the company that owns the main highway. Tether is reportedly seeking to raise up to $20 billion in a private round that implies a staggering $500 billion valuation. This is a number that puts it in the same league as OpenAI and SpaceX. But the most interesting part of the story is not the valuation; it is the strategy. Tether, with its $172 billion market cap, has become a geopolitical force. The company was the 7th largest buyer of U.S. debt in the second quarter of 2025, snapping up $8 billion in T-bills. By holding the vast majority of its reserves in U.S. Treasuries, Tether has aligned its own survival with the stability of the U.S. government. It is a brilliant, if unorthodox, move that makes its planned launch of a U.S.-regulated stablecoin, USAT, feel less like an application and more like an inevitability.

While this foundational layer solidifies, the frontier remains as wild and competitive as ever. The current main event is the war for the decentralized perpetuals market. A new contender, ASTER, has exploded onto the scene, generating $25.7 billion in 24-hour trading volume and briefly leaving the incumbent king, Hyperliquid, in its dust. The ASTER token is up more than 300% in five days, fueled by strong backing from former Binance CEO CZ and a ravenous hunger for a promised airdrop. A trader in Manila who bridged his funds over last week saw his portfolio triple. This is the other side of the crypto economy: a high-stakes, high-speed game where capital has no loyalty and fortunes are made and lost in a matter of hours.

All of this brings us back to the price of Bitcoin, which seems almost disconnected from these powerful undercurrents. The asset crashed below $112,000 this week, sparking debate over whether a further dip to the large liquidity cluster at $107,000 is next. Social media mentions of “buy the dip” are at multi-month highs, often a reliable contrarian indicator that more pain is ahead. Long-term holders have been distributing since late last year, but the selling is shallower than in previous cycles, a sign of stronger conviction. The market is caught between the long-term story of institutionalization and the short-term reality of nervous traders. My bet is $112K holds, and we go higher from here. The gravitational pull of the macro trends is simply too strong.

This Caught My Eye:

Here’s a breakdown of the chart:

• Muted Accumulation: Bitcoin’s Accumulation Trend Score has eased, showing less aggressive buying from large holders even as prices stay elevated.

• Market Vulnerability: Without stronger demand, this lighter accumulation pace leaves BTC more exposed to potential supply overhang.
  

Looking Ahead

We are living through a global re-plumbing. The two most powerful technological forces of our time, AI and crypto, are in a phase of intense, foundational construction. One is building a new substrate for intelligence, the other a new substrate for value. Both are consuming unfathomable amounts of capital and energy, driven by a shared belief that the systems of the 20th century are no longer sufficient for the complexities of the 21st. The daily price fluctuations are just tremors from this deeper work.

The important questions are not about the next short-term price target. The important questions are about how these two worlds will converge. What happens when AI agents, as Circle and Crossmint are already exploring, need their own stablecoin rails to transact autonomously? What happens when the “insatiable” energy demands of AI data centers begin to directly compete with the energy demands of proof-of-work networks? The lines are blurring. We are not just watching a market; we are watching the blueprints for a new world being drawn up, and the ink is still very, very wet.

Until tomorrow,
- Dr.P