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Advancements in quantum computing could enhance Bitcoin's security, despite fears of potential threats to cryptographic encryption. Adam Back, co-founder of Blockstream, suggests that post-quantum signature research will yield more compact signatures, which Bitcoin can adopt. Meanwhile, Google's new quantum chip, Willow, while impressive, is still far from being able to compromise Bitcoin's encryption, requiring a quantum computer with 13 million qubits for effective decryption.
Qubetics is making waves in the crypto market with a record-breaking $7.4 million presale, focusing on real-world asset tokenization and promising significant ROI projections. Alongside Bitcoin, which recently hit an all-time high of $108,379, and Chainlink, enhancing smart contracts with real-world data, these projects are positioned as top investments for 2025. With growing institutional interest and innovative technology, they are set to redefine the future of blockchain.
In 2024, the top five Big Tech firms—Apple, Nvidia, Microsoft, Amazon, and Google—account for approximately 25% of U.S. equity value, driven by surging AI revenues and a combined market cap of around $15 trillion. This concentration has raised concerns about a potential AI-related asset price bubble, as stock prices have outpaced earnings growth. Investors are now questioning whether these companies can sustain their growth amid evolving market dynamics and competition.
Starting January 15, 2025, Google will require advertisers of crypto exchanges and wallets targeting the UK to register with the Financial Conduct Authority (FCA). Ads for hardware wallets are permitted if they do not offer additional services like trading, with compliance to local laws expected globally. This policy aligns with ongoing regulatory efforts to combat unauthorized crypto promotions, as seen with recent warnings from the FCA regarding unregistered projects.
Tether has invested $775 million in Rumble, a video-sharing platform that champions free speech and aims to compete with YouTube. CEO Paolo Ardonio emphasized the importance of independence and resilience, while Rumble's CEO Chris Pavlovski expressed excitement about their partnership and plans to challenge YouTube's dominance. Following the investment announcement, Rumble's share price surged by over 51%.
Aptos CEO Mo Shaikh has resigned, effective December 19, to pursue new opportunities while remaining a strategic adviser. Avery Ching, co-founder and former CTO, has taken over as CEO, focusing on expanding the ecosystem and driving technical advancements, particularly in Asia. Under Shaikh's leadership, Aptos launched its layer-1 blockchain mainnet and secured over $400 million in funding.
Google is set to enforce stricter requirements for UK crypto advertisers, mandating FCA registration for crypto exchanges and software wallet providers starting January 2025. However, hardware wallets can advertise without registration if they only store private keys. This policy update, effective January 15, applies globally and follows a history of evolving regulations in the crypto advertising space. In late 2023, Google also announced that ads for “Cryptocurrency Coin Trusts” will be permitted starting January 29, coinciding with the SEC's approval of spot Bitcoin ETFs for trading.
Microsoft's stock price target has been raised to $525 by UBS, driven by expectations of growth in Azure. As AI evolves, key trends such as multimodal AI, AI agents, and enhanced enterprise search are set to reshape business operations by 2025, while also presenting new security challenges. The focus is shifting from hardware scaling to algorithmic innovations, with startups emerging as significant players in the AI landscape, leveraging existing models for practical applications.
Oracle's stock was downgraded to "sell" by analyst Brian White, citing stretched valuations and disappointing earnings results despite a strong year-to-date performance. The company faces fierce competition in the cloud market from tech giants like Amazon, Microsoft, and Google, and plans to double capital expenditures to $14.2 billion amid a challenging macro environment. Shares have dropped over 10% in December, marking the worst month of 2024, following a significant earnings miss.
Bitcoin's price has fallen below $100,000, prompting increased discussions about "buying the dip" as investor sentiment shifts amid a broader market downturn. The Federal Reserve's recent interest rate cut and mixed economic forecasts have contributed to this volatility, with altcoins like Ethereum and Solana also experiencing declines. Despite the overall market slump, some assets like Movement and Zerebro have shown significant gains, while global search interest in cryptocurrencies continues to wane.
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