Yesterday, there was a lot of market information, so let's start with the most shocking—OpenAI raised $110 billion in funding, with a valuation directly reaching $730 billion. That number is a bit outrageous. At the same time, Amazon is planning to invest another $50 billion in them, while NVIDIA and SoftBank each invested $30 billion. It seems the AI arms race really has no end.

Another big news is that Block(Jack Dorsey's company) is planning to lay off over 4,000 employees, nearly half of the team. Dorsey said this is because AI tools have become more powerful and can automate many jobs. Instead of slowly laying off staff, they decided to do it all at once, offering employees 20 weeks of salary as compensation. This move is a bit harsh, but it indeed reflects AI's impact on employment.

Financial institutions are also taking action. Morgan Stanley announced they will offer Bitcoin custody, trading, lending, and yield services, another sign of traditional finance giants entering crypto. They manage $9 trillion in assets, and if they fully push forward with Bitcoin services, it could be a major catalyst for the market.

Here's an interesting detail—among the bets on Polymarket regarding the ZachXBT investigation, eight major winning addresses look like insiders, collectively earning over $90k. Events like this always reveal some hidden truths.

On the technical side, Vitalik proposed a roadmap for Ethereum's quantum computing defenses, including upgrades to validator signatures and data availability systems. Although it sounds far from us, this long-term planning demonstrates Ethereum's rigorous attitude. However, these technical upgrades won't affect historical data like harga ethereum pertama kali; they are mainly for future security considerations.

The Figure platform had a good performance in 2025, with consumer loan transaction volume reaching $8.4 billion, and profits increased by more than five times. This shows that blockchain is making real progress in practical financial applications.

Overall, it feels like traditional finance is accelerating its entry, AI is changing employment patterns, and technology is continuously evolving. What do you think about this market trend?