Analysis: Tariffs Could Weaken Dollar Dominance, Potentially Benefiting Bitcoin in the Long Term

Ethereum co-founder Vitalik Buterin stated at the OKX Now 2026 Summit in Singapore that AI is demonstrating capabilities to break out of sandboxes, attack websites, and uncover software vulnerabilities, while also assisting the Ethereum protocol in identifying vulnerabilities, implementing complex cryptography, and conducting formal verification. He noted that a higher level of security will become both feasible and necessary, as AI will continuously discover exploitable vulnerabilities in systems. Vitalik revealed that about a month ago, he updated ENS information for the first time without using a user interface (UI), by only instructing a local AI agent to write a script, completing the operation in roughly five minutes. He anticipates that directly executing complex on-chain operations via AI will gradually become the norm, with AI emerging as a new user interface across more scenarios. Citing the Safe-related hack that caused around $1.4 billion in losses as an example, he pointed out that the attack targeted the interaction layer between users and on-chain systems, not the on-chain contracts themselves. AI directly handling transactions may reduce risks tied to reliance on web interfaces, but it will also bring new challenges—including whether AI itself is secure, resistant to prompt injection, and correctly understands on-chain operations. As interaction methods evolve rapidly, some issues will be resolved while new security challenges arise.

According to GMGN market data, Solana ecosystem tokens are seeing broad declines. Specifically: Super Inu (SI) has fallen over 49% in the past 24 hours, with a current market capitalization of $18.5 million; e/acc is down more than 46% over the same period, at a market cap of $6.9 million; Agency has dropped over 34% in 24 hours, with a market cap of $7.23 million; ANSEM is down over 13% in 24 hours, currently valued at $153 million; STONK has fallen more than 7% in the past day, with a market capitalization of $161 million.

According to monitoring by Onchain Lens, a wallet once again purchased and withdrew 54,020 HYPE tokens via Coinbase Prime, worth roughly $5.13 million. Over the past month, this wallet has added a total of 158,780 HYPE tokens to its holdings, valued at approximately $13.08 million.

A newly created wallet, t1Sj6J, withdrew 7,166 $ZEC ($9.67M) from #Coinbase over the past 12 hours.

Crypto trader Ansem stated in a post that drawing direct parallels between this crypto cycle and the market performance of 2020, 2023, or 2024 has limited reference value. For him, the closest parallel to the current environment is the DeFi expansion of 2020–2021, when an entirely new sector brought tens of billions of dollars in capital on-chain. In this cycle, stablecoins—particularly tokenized equities—are opening up new markets while attracting retail investors, institutions, and developers. New sectors will bring fresh capital flows, products, and substantial speculative activity, which forms the framework he is using to analyze the current cycle.

According to Lookonchain's monitoring, a newly created wallet t1Sj6J withdrew 7,166 ZEC from Coinbase over the past 12 hours, valued at around $9.67 million.