A former managing director at Morgan Stanley believes markets are mispricing the convergence of stablecoins and AI agents, creating a rare structural opportunity that could give Bitcoin a massive shot in the arm. In a new Substack post, Jordi Visser says investors are not looking deep enough to see what could happen in the financial world once stablecoins and AI agents are deployed en masse. According to Visser, stablecoins are now widely adopted, and adding AI agents into the mix could supercharge the movement of money around the world. “Markets largely price stablecoins as crypto infrastructure and AI agents as…
Author: Henry Kanapi
Henry Kanapi
Henry Kanapi is a journalist and editor covering the intersection of artificial intelligence, financial markets, and technology disruption. He has sourced, written, and edited thousands of stories on crypto, banking, and macroeconomics as Senior Editor at The Daily Hodl, where he helped shape coverage for an audience of over two million monthly readers. At CapitalAI Daily, Henry brings a decade of newsroom experience to fast-paced reporting on AI breakthroughs, market shifts, fraud cases, and regulatory battles. His focus is on accuracy, clarity, and exposing how money moves in the age of artificial intelligence. Henry’s work has been cited by leading financial outlets, investment firms, and research communities tracking the future of markets. He is committed to a high editorial standard rooted in transparency and trust.
A top Bank of America market strategist says investors chasing the AI trade should focus less on who is spending the money and more on who is receiving it. In a new episode of the 2026 Year Ahead Outlook, Savita Subramanian, the head of US Equity and Quantitative Research at Bank of America, says historical capital expenditure cycles show a consistent pattern that many investors overlook. Subramanian says CapEx booms tend to reward suppliers and beneficiaries of investment flows rather than the firms shouldering the spending burden themselves. “What we’ve found in CapEx cycles is you usually want to buy…
Microsoft says it has dismantled a major cybercrime service blamed for fueling tens of millions of dollars in fraud losses by launching coordinated legal and law-enforcement actions in the United States and the United Kingdom. The company announces it has taken RedVDS, a global cybercrime subscription service, offline as part of a joint operation with international authorities, including German law enforcement and Europol. RedVDS operated as a cybercrime-as-a-service platform, selling criminals access to disposable virtual computers that made fraud cheap, scalable and difficult to trace. Microsoft says subscriptions start at as little as $24 per month. According to Microsoft, RedVDS-enabled…
Stanford University and the U.S. Air Force Test Pilot School are testing an AI copilot designed to help pilots respond faster during life-or-death, in-flight emergencies. The project pairs Stanford engineers with the Test Pilot School and the DAF-Stanford AI Studio to evaluate whether an AI assistant can reduce pilot workload and improve decision-making when seconds matter. The system was developed inside Stanford’s Intelligent Systems Laboratory, which focuses on decision-making tools for safety-critical environments. Mykel Kochenderfer, associate professor of aeronautics and astronautics at Stanford, says the goal is not to replace pilots, but to help them diagnose problems and surface the…
Google is rolling out a new feature that allows its Gemini AI to pull directly from users’ personal data to deliver more customized responses. In a series of posts on X, Google announces the launch of Personal Intelligence, a beta feature that lets Gemini securely connect information from apps such as Gmail, Google Photos, Search and YouTube history with a single tap, provided users give permission. The tech giant says the goal is to move beyond generic AI answers by allowing Gemini to reason across multiple personal data sources at once, producing responses tailored to individual habits, interests and context.…
An AI engineer known for popularizing “vibe coding” says one of the most effective ways to use AI is not by feeding it templated prompts. In a new interview with LinkedIn co-founder Reid Hoffman, Parth Patil says many users approach AI assuming they already understand the problem they are trying to solve, which often limits the quality of the output. Patil says his most powerful technique falls under meta prompting, where the goal is to use one prompt to help uncover the right prompt. “I think one of the most powerful prompting techniques is in the area of meta-prompting. It’s…
Elon Musk is pushing back against allegations that Grok generated illegal underage images, following bans of the AI chatbot in Malaysia and Indonesia. In a series of new posts on X, Musk says he is not aware of a single instance in which Grok produced naked images of minors, arguing that the claims do not align with how the system operates. Musk emphasizes that image generation only occurs in response to user prompts and that Grok is designed to refuse illegal requests. “I’m not aware of any naked underage images generated by Grok. Literally zero. Obviously, Grok does not spontaneously…
OpenAI has struck a major infrastructure partnership aimed at dramatically speeding up how its artificial intelligence models respond in real-time. The ChatGPT creator says it is integrating compute capacity from Nvidia challenger Cerebras, a specialized hardware firm known for building purpose-built AI systems designed to accelerate long-form outputs and eliminate inference bottlenecks common in conventional hardware. Inference is the process of running a trained AI model to make predictions on new, unseen data. The integration centers on inference speed. OpenAI says that faster response times fundamentally change how users interact with AI, especially when generating code, images or running autonomous…
McKinsey chief executive Bob Sternfels says AI is forcing large employers to rethink what human skills actually matter as artificial intelligence systems scale across the economy. In a new interview with angel investor Jason Calacanis at CES, Sternfels says McKinsey dived deep to explore the potential traits that employers look for in an AI-infused world. According to Sternfels, the firm came up with a set of uniquely human abilities that AI can never touch. “What can the models not do? Aspire, set the right aspiration. Do you go to low Earth orbit? Do you go to the moon? Do you…
Chris Caso, a senior analyst at Wolfe Research who flagged Micron (MU) before its triple-digit surge, says Nvidia (NVDA) is now mispriced as investors underestimate how much of its upside is driven by pricing power, not hype. In a new CNBC interview, Caso says Nvidia’s stock has stalled over the past six months despite strengthening fundamentals, creating what he views as an attractive entry point as the market fixates on competition risk rather than execution. He says the biggest misunderstanding around Nvidia is where its growth is actually coming from. “Most of this upside, much of this upside, is actually…