Judith Murphy

Judith Murphy · May 14, 2026 · 4:43 PM

Claude just made lost Bitcoin recovery look like a real market

A Bitcoin holder says Claude helped recover 5 BTC from an old locked wallet, showing how general-purpose AI can assist with niche technical recovery work. The bigger opportunity is in private, trustworthy tools that help users recover assets without exposing sensitive files to risky systems.

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Judith Murphy · May 14, 2026 · 1:31 PM

China's AI listings face a liquidity test in July

MiniMax and Zhipu have soared since their Hong Kong listings, but tiny free floats and costly shorting may be exaggerating market confidence. July lockup expirations could show whether investors are backing real AI earnings power or just scarce exposure to China's OpenAI challengers.

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Judith Murphy · May 14, 2026 · 10:26 AM

Base makes stablecoin payments look like internet infrastructure

Coinbase's Base network is pushing stablecoin payments toward mainstream infrastructure, with x402 batch settlement making tiny machine-to-machine payments more practical. The real test is whether businesses can use these rails without exposing users to crypto complexity.

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Judith Murphy · May 14, 2026 · 10:18 AM

Crypto traders miss Friend.tech's chaotic 2023 glory days

Three years on crypto fans reminisce Friend.tech's 2023 frenzy of key trading and influencer chats even as the protocol generates pennies daily.

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Judith Murphy · May 14, 2026 · 7:06 AM

AI coding mandates are creating a productivity problem for startups

Developers say AI coding mandates are creating review overload, weaker system understanding, and new technical debt. Startups need to measure AI coding ROI beyond code volume and design policies that keep engineers engaged with the systems they are responsible for shipping.

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Judith Murphy · May 14, 2026 · 3:29 AM

Solana's P-Token upgrade brings token efficiency to mainnet

Solana's P-Token upgrade is now live on mainnet, promising sharply lower compute costs for common token operations. The next test is whether wallets, exchanges, indexers and app teams can absorb the new instructions cleanly while the network turns efficiency claims into real capacity.

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Judith Murphy · May 14, 2026 · 1:05 AM

Banks are trying to narrow the CLARITY Act stablecoin deal

The revised CLARITY Act text has turned stablecoin rewards into a live Senate fight between banks, crypto platforms and product designers. Section 404 bans deposit-like yield while preserving activity-based rewards, leaving startups to build around a narrow but important distinction.

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Judith Murphy · May 13, 2026 · 11:00 PM

Ontario's AI scribe audit puts clinical procurement on notice

Ontario's auditor general found that AI scribes approved for doctors produced errors, hallucinations and missing details during procurement testing. The findings raise a larger question for clinical AI startups: whether human review is enough, or whether accuracy and security must become hard gates before public contracts are awarded.

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Judith Murphy · May 13, 2026 · 9:24 PM

Adaption launches AutoScientist to make model training more adaptive

Adaption Labs has launched AutoScientist, an AI tool designed to automate fine-tuning by improving training data and models together. The product challenges the scale-first economics of frontier AI, but customers will need disciplined evaluations to verify task-specific performance claims.

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Judith Murphy · May 13, 2026 · 8:43 PM

Singapore wants AI giants to anchor its next growth engine

Singapore's Economic Strategy Review committees have urged the government to attract leading AI firms while strengthening the country's role as an energy hub. The plan shows how AI competitiveness now depends on trust, talent, power and execution, not just software ambition.

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Judith Murphy · May 13, 2026 · 7:48 PM

Figure AI will test humanoid autonomy in an eight hour livestream

Figure AI CEO Brett Adcock promised an eight hour autonomous humanoid livestream after a public challenge from robotics veteran Scott Walter. The test could help show whether humanoids are moving from polished demos toward real labor economics.

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Judith Murphy · May 13, 2026 · 5:01 PM

Nebius is turning AI cloud demand into a capital race

Nebius reported $399.0 million in Q1 revenue, up 684%, as demand for AI cloud capacity continued to outrun supply. The company is expanding with new gigawatt-scale sites in Pennsylvania and Missouri, but its rapid growth depends on heavy capital spending and large customer commitments.

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Judith Murphy · May 13, 2026 · 2:13 PM

Metis TechBio's Hong Kong debut shows AI biotech is back in demand

Metis TechBio jumped as much as 185% in its May 13 Hong Kong debut after raising about HK$2.1 billion. The move shows investors are paying a scarcity premium for AI-biotech platforms, even when revenue is early and losses remain large.

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Judith Murphy · May 13, 2026 · 11:35 AM

JPMorgan is turning tokenized funds into Wall Street plumbing

JPMorgan has filed for JLTXX, a tokenized government money market fund that would use Ethereum-based token balances tied to traditional fund shares. The product points to a bigger Wall Street shift, where tokenized Treasuries and repos become infrastructure for stablecoin reserves, collateral and faster settlement.

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Judith Murphy · May 13, 2026 · 8:47 AM

Qualcomm's slide shows the AI chip rally is becoming selective

Qualcomm's sharp Tuesday selloff shows that investors are becoming more selective about AI chip stocks. The sector's pullback was triggered by inflation and oil-price pressure, but the deeper issue is whether AI enthusiasm can turn into durable earnings.

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Judith Murphy · May 13, 2026 · 6:23 AM

Hollywood backs an AI consent standard that startups cannot ignore

RSL Media's Human Consent Standard gives creators and public figures a way to publish machine-readable terms for AI use of their likeness and work. Its impact will depend on whether AI companies and creator-economy startups actually build consent checks into their systems.

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