Another exciting, albeit volatile, week in crypto. While it feels like a lot has happened, Bitcoin is sitting almost exactly where it was this time last week. The same can’t be said for altcoins, with Bitcoin dominance creeping toward 60%, signalling weakness across the broader market.
Much of the panic stemmed from the launch of DeepSeek, a new AI large language model (LLM) out of China. Early reports suggest it can match ChatGPT’s capabilities at a fraction of the cost, shaking up the AI landscape. The stock market, especially NVIDIA, felt the immediate impact, but the real question is: what does this mean for crypto?
In this week’s Digital Vision, we break it all down. We analyse how DeepSeek’s emergence has affected our portfolio, take a deep dive into THORChain’s insolvency rumours, and show how on-chain metrics signalled trouble long before the fallout.
- Cryptoverse: Is THORChain Insolvent?
- Digital Insight: DeepSeek is a game-changer for AI, but what about crypto?
- DV Dealings: Solana gets reweighted, plus fresh insights on Arweave and Near.