If you want to know what the most important narratives are for the first quarter of 2026 and the entire year, the prediction market will undoubtedly have a place. And in the current context where Wall Street giants like JPMorgan are entering one after another and regulatory rules are becoming increasingly clear, there is a player who wants to play differently.

At Sequoia, we find that speed is the best predictor of startup success. Most companies see AI as a productivity enhancement tool. But few pay attention to AI's potential to change the way we collaborate. What Block is demonstrating is a fundamental restructuring of organizational design, ultimately leveraging AI to enhance speed, making it a compounding competitive advantage.

Similar to the 'CLARITY Act,' the proposal of the 'U.S. Mining Act' is another key node in the U.S. digital sovereignty strategy. It tightly binds crypto mining enterprises, hardware supply chains, and national strategic reserves together for the first time, with legislative intent to break the structural dependency dilemma of 'having power in hand but hardware outside' and to promote the transformation of the U.S. from passively accepting global mining machine flows to actively building a self-sufficient industrial ecosystem.

Drift robbed of 285 million dollars: Did the hacker deliver a deadly blow to the bear market DeFi?

Interestingly, analysts at investment bank TD Cowen predicted in a report released at the beginning of this year that if Oracle lays off 20,000 to 30,000 employees, it could yield an additional $8 billion to $10 billion in free cash flow. — this means Oracle has viewed layoffs as part of the funding strategy for AI infrastructure from the very beginning.