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David George, a general partner at a16z, stated that OpenAI understands a rare but important thing: the purpose of a business is to create customers. He believes that OpenAI will not win solely due to model, chip, cost performance, or product leadership, but because it excels at creating new types of customers and has a more sustainable distribution strategy.David George indicated that in the context where intelligent services are widely available, the key is whether new usage behaviors can be awakened and distribution won. He summarized the leverage for building cutting-edge large-scale AI businesses as creating new behaviors, reaching a large number of users, pricing to capture value, and increasing conversion costs, and he believes that the last two are difficult to form long-term advantages; competition ultimately depends on the first two.The article also mentioned that OpenAI has found seemingly simple breakthroughs in areas such as chat interfaces, reasoning, tool invocation, and Computer Use multiple times, and is building long-term distribution in a platform manner. David George stated that OpenAI has a broad user base covering consumers, professional users, and enterprises, as well as the ability to deeply understand its own technology stack, thus being better positioned to discover reusable new patterns and foundational capabilities.

David Hoffman, founding partner of Bankless Ventures, published a discussion on the "Bitcoin Buy Side Trophy," stating that the crypto market occasionally sees a single asset absorbing the capital shift from Bitcoin holders. The Bitcoin community has long maintained a consensus of "holding only BTC," with a scale of about $1.7 trillion; individual shifts usually go unnoticed, but when enough people turn to the same asset, it becomes contagious. He cited 2021's ETH as an example, where its market cap rose from about $12 billion at the bottom to about $554 billion at the top, and referenced Su Zhu's statement from October that year, indicating that some people specifically moved cold-stored Bitcoin to buy ETH, and some publicly known Bitcoin maximalists may privately hold ETH.He believes that ZEC in 2026 is similar to ETH in 2021, having formed a consensus point for some Bitcoin capital, with reasons including privacy, quantum, or as a hedge against Bitcoin exposure "just in case." ZEC's market cap rose from about $200 million to about $2.6 billion, which is still small relative to the $1.7 trillion BTC; the key lies in relative scale rather than dollar appreciation, as the buying pressure is driven by Bitcoin wealth. As long as a very small proportion of holders can be persuaded to allocate a small amount of ZEC, the buying pressure will continue; very few people skip BTC, ETH, and other crypto assets to buy based solely on ZEC's own merits.He also believes that NEAR will win the weaker "smart contract buy side" in 2026, with funds coming from more decentralized market participants. The crypto market has always prioritized value storage, with smart contract chains coming second; ETH's position is weaker than BTC's, and SOL's challenge to ETH is greater than any asset's challenge to BTC.

Cathie Wood posted on platform X, stating that David Sacks believes recent reports about "AI will destroy humanity" may be orchestrated by humans.Wood pointed out that the relevant remarks initially came from a long-inactive X account of an employee at Anthropic, who left the company just six weeks after joining, and the related content quickly entered mainstream media. David Sacks also identified the parties involved in the incident and criticized the role played by The Wall Street Journal (WSJ).Cathie Wood stated that all technologies can potentially be used for malicious purposes. She believes that some individuals, including Elon Musk, who continuously emphasize the potential risks of AI are not participants in a political conspiracy but are playing a positive role. Wood said, "Half of solving the problem, including AI, is understanding the problem."

David Sacks, the chair of the President's Council of Advisors on Science and Technology, stated that Anthropic's initial public offering must be paused until the allegations against the "whistleblower" are investigated.The "whistleblower" refers to Jacob Cox, a former researcher at Anthropic. He previously conducted pre-training research at OpenAI and joined Anthropic in July 2026, but resigned in September after only about 4 months, publicly warning on X that many people inside leading AI companies genuinely believe that this technology could lead to human extinction within a decade. Both companies are irresponsibly racing towards self-improving superintelligence, essentially gambling with the lives of all humanity.When he left, his equity had not yet vested, as companies typically require 6 months for vesting to begin, thus he forfeited potential substantial stock gains. This occurred at a time when Anthropic had secretly submitted its IPO application, with a valuation approaching one trillion dollars.

According to Bloomberg, David Bailey, the cryptocurrency entrepreneur who helped Trump shift to supporting Bitcoin, is trying to rebuild his business after the stock price of his Bitcoin treasury company, Nakamoto, has fallen about 99% from its peak. Previously, Bailey raised approximately $760 million for the publicly listed company to establish Bitcoin reserves.Nakamoto announced its entry into the public market through a merger in May 2025, and since then, the stock price has cumulatively dropped about 99% from its high. This trend is also part of the overall correction of digital asset treasury companies, as the premium investors previously paid to indirectly hold Bitcoin through a listed company has largely disappeared.Bailey's hedge fund had previously achieved a 640% return when investing in similar strategies. He stated that he still occasionally keeps in touch with the White House and is trying to prove that, after the significant drop in stock price, Nakamoto still has a sustainable real business.

David Sacks, Chairman of the President's Council of Advisors on Science and Technology, stated on the X platform that using regulatory uncertainty as a competitive tool is "completely unacceptable." Regulatory decisions should be based on facts, logic, and evidence, rather than deliberately creating fear and uncertainty (FUD). He is unsure whether venture capitalist and AI policy researcher Dean Ball is acknowledging a strategy of "regulatory capture" or merely predicting that such a situation will occur. However, in any case, the practice of issuing "soft law" warnings through regulatory agencies to create market panic, thereby forcing regulated companies away from Chinese open-source models, should not be accepted.David Sacks pointed out that Dean Ball believes there is no need to directly ban Chinese open-source models; it is sufficient to guide regulatory agencies to issue relevant warnings, which can influence corporate decision-making by creating enough doubt and uncertainty, and these reasons "do not even need to be very substantial." Any regulatory decision must have sufficient basis, rather than implementing policies by "artificially creating doubt." He warned that this practice of circumventing public deliberation procedures not only undermines the foundation of the rule of law but may also open the door to regulatory abuse against any company or individual in the future.David Sacks further stated that current AI policy is at a critical turning point. Leading closed-source laboratories, which have already formed a duopoly in AI model revenue, are attempting to use government power to eliminate open-source competitors. He called on other companies and developers in Silicon Valley that still support open competition to make clear statements to jointly maintain an open ecosystem in the field of AI.

According to monitoring by Catcher Predict, in the predicted market Polymarket for the event "Wimbledon ATP: Felix Auger-Aliassime vs Alejandro Davidovich Fokina," the sub-market "Wimbledon ATP: Felix Auger-Aliassime vs Alejandro Davidovich Fokina" saw a dramatic fluctuation in the winning probability for the option "Felix Auger-Aliassime," dropping from 60.5% an hour ago to the current 39.5% (a fluctuation of 21%). Please note the impact of related breaking news.

David Bailey, Chairman and CEO of the Nasdaq-listed Bitcoin treasury company Nakamoto, stated that the failure of the so-called "BIP-110" long-standing controversial event constitutes an "extreme benefit" for Bitcoin and believes it further validates the network's resistance to attacks and splits.This event is seen as a prolonged "governance layer conflict attempt" involving multiple games such as mining pool competition, client fork proposals, UASF (User Activated Soft Fork) mobilization, node consensus manipulation controversies, and large-scale information warfare surrounding social media and the developer community.David Bailey noted that this process validates the core characteristics of Bitcoin's governance structure: the final consensus is formed collectively by users, miners, developers, and industry participants, rather than being dominated by a single group. Historical similar events (such as BIP148) have proven that miners find it difficult to deviate from consensus, and this event further reinforces that conclusion, demonstrating the Bitcoin network's robust resistance to splits.

Previously, David Hoffman, co-founder of Bankless, which officially announced the liquidation of ETH, expressed the view that the current Bitcoin price is just at the 200-week moving average (MA).Reviewing the historical market, BTC only effectively broke below this moving average during the bear market phase triggered by the consecutive collapses of Terra, Three Arrows Capital, and FTX, which was also a highly destructive systemic crisis in the history of the crypto industry.In his opinion, the market risks brought by the convertible bonds and other operations launched by Michael Saylor's Strategy do not reach the level of harm caused by the previous series of collapses. In addition, he disclosed the cost of his holdings again, with the cost of NEAR at about $1.4, HYPE at about $45, and ZEC at about $560.

Bankless founder David Hoffman posted on the X platform that he has completely sold all his ETH.Meanwhile, Bankless co-founder Ryan Sean Adams stated that he still has a positive outlook on ETH. In addition, he revealed that the first phase of Bankless—his six-year collaboration with David Hoffman—has officially ended.

David Sacks posted on the X platform that tomorrow's review of the Digital Asset Market Clarity Act (CLARITY Act) is an important step in promoting the United States as the "global crypto capital" and maintaining its leadership in innovation.David Sacks expressed gratitude to Senate Banking Committee Chairman Tim Scott and the relevant committees for their efforts in compromising and advancing the bill, as well as to White House crypto advisor Patrick Witt and the support from the crypto industry. He noted that currently, about 50 million people in the United States hold or use cryptocurrency, and this bill will help ensure the continued innovation and development of the U.S. crypto ecosystem in the coming years.

The U.S. Securities and Exchange Commission announced the appointment of David Woodcock as the new head of the enforcement division, succeeding the previous director who has stepped down.Woodcock previously served as the director of the SEC's Fort Worth office (2011--2015), overseeing enforcement attorneys, examiners, and accounting teams, and participated in investigations across nearly all major enforcement areas. Recently, he was a partner at the law firm Gibson Dunn. Notably, Woodcock does not have a clear background in the cryptocurrency industry, and this appointment comes at a time when the SEC is facing controversy over its enforcement direction in the crypto space. Previously, disagreements over case handling and enforcement standards led to a short tenure for the former director and drew congressional attention. SEC Chairman Paul Atkins stated that this appointment will help strengthen the crackdown on "misconduct that causes the greatest harm to investors."

David Bailey's "Nakamoto" DAT has sold approximately 20 million dollars worth of Bitcoin, at a transaction price of about 70,422 dollars, which is lower than its average holding cost of 118,171 dollars.

According to Fox Business, a senior White House advisor stated that David Sacks will continue to serve as the head of artificial intelligence and cryptocurrency at the White House, while also being appointed as co-chair of the President's Council of Advisors on Science and Technology (PCAST), providing advice on broader critical technology issues, expanding his role from the Trump administration.David Sacks stated that after achieving many accomplishments in the first year, Trump has proposed more priorities for 2026. The President's Council of Advisors on Science and Technology is acting quickly to strive for more victories for the United States. As of now, David Sacks's White House-affiliated X account still describes him as "White House A.I. & Crypto Czar."

According to CNBC, David Sacks announced his resignation as the White House AI and Crypto Chief.

According to Reuters, the U.S. Commodity Futures Trading Commission (CFTC) announced on Monday that former prosecutor David Miller will become the agency's chief enforcement officer. This move comes as the CFTC is preparing to strengthen its oversight of cryptocurrency and prediction markets.As the new enforcement chief of the CFTC, Miller will be responsible for leading the agency's regulatory enforcement efforts in the digital asset space.

White House Crypto and AI Director David Sacks stated, "White House Cryptocurrency Council Executive Director Patrick Witt has done an outstanding job mediating compromises between banks and the crypto industry. No one has worked harder than him to push for the passage of crypto market structure legislation.By the way, the crypto industry has made significant concessions on stablecoin yields, and now it's time for banks to respond accordingly."

According to market news, White House AI and crypto chief David Sacks stated that after the legislative passage of the crypto market structure bill, banks will fully enter the cryptocurrency space.