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Project Overview
Nansen is a blockchain analytics platform that enriches on-chain data with millions of wallet labels. Crypto investors use Nansen to discover opportunities, perform due diligence, and defend their portfolios with its real-time dashboards and alerts.
Nansen CEO: AI infrastructure may be repriced, bubble could burst after enterprises adopt Chinese models
Odaily News Alex Svanevik, CEO of on-chain analytics platform Nansen, stated that when enterprises begin effectively using Chinese large language models, the bubble in the AI industry may burst. While the U.S. regulatory environment could limit this process, the overall trend remains that Chinese models are continuously becoming more efficient, capable of running on non-cutting-edge hardware, while global GPU supply (including non-Nvidia chips) is increasing.Alex Svanevik also pointed out that the recent decline in H100 and H200 GPU rental prices reflects a shift in the supply-demand structure of computing power. He raised the question of how to interpret the market signal of declining GPU rental prices. As model efficiency improves alongside expanding computing power supply, the AI infrastructure market may be entering a phase of repricing.
Nansen CEO: If CZ Had Acquired FTX Back Then, He Would Now Indirectly Hold Significant Stakes in Anthropic and Cursor
Alex Svanevik, CEO of on-chain data analytics platform Nansen, posted on X stating that from a hindsight perspective, if Binance founder CZ had completed the acquisition of FTX back then, his potential asset structure would have changed significantly. He would now likely hold an indirect exposure of approximately 8% stake in Anthropic, about 5% stake in the AI coding tool Cursor, as well as some investment interests related to SpaceX.It is reported that in November 2022, CZ had disclosed his intention to acquire FTX but later abandoned the plan after due diligence uncovered issues beyond his control. Subsequently, FTX filed for bankruptcy protection.
Nansen CEO: Low-cost models erode the moat of frontier AI, Anthropic and OpenAI business models under pressure
Nansen CEO Alex Svanevik stated that open-weights models may pose greater competitive pressure on Anthropic and OpenAI in the future, because not all tasks require a "150 IQ level" frontier model. In many scenarios, a model with around 115 IQ but costing about 90% less is "fully sufficient," offering a clear cost-performance advantage. Since the AI industry has generally believed that profits would come from the most advanced frontier models, this logic may now face challenges, especially if governments impose restrictions or block access to frontier models, potentially impacting the revenue expectations of related companies.Alex Svanevik further questioned whether the business model of relying on high-end models for profitability remains viable when regulations begin to limit the capabilities or deployment of frontier models, calling it a core issue that the industry needs to reassess.
Nansen CEO: AI Trading Agents May Surpass Human Traders Within Two Years
According to The Block, Alex Svanevik, CEO of on-chain data platform Nansen, stated that AI trading agents are expected to surpass human traders within the next two years. To this end, Nansen is expanding its platform from on-chain data analysis to direct trade execution, aiming to achieve "all-asset on-chain trading via agents." He mentioned that the platform has launched relevant trading features, with cumulative trading volume exceeding $500 million.
A whale shorted SpaceX, profiting $927,900 from a single trade, but cumulative losses still amount to $4.9 million
According to on-chain analyst Onchain Lens (@OnchainLens), a Hyperliquid trader closed a short position of approximately 32,300 $SPCX (notional value of approximately $4.07 million) on July 17, realizing a profit of $927,900 from this trade. However, according to Nansen data, the historical cumulative PnL of this address remains at a loss of $4.9 million.
Nansen CEO: AI infrastructure may be repriced, bubble could burst after enterprises adopt Chinese models
Odaily News Alex Svanevik, CEO of on-chain analytics platform Nansen, stated that when enterprises begin effectively using Chinese large language models, the bubble in the AI industry may burst. While the U.S. regulatory environment could limit this process, the overall trend remains that Chinese models are continuously becoming more efficient, capable of running on non-cutting-edge hardware, while global GPU supply (including non-Nvidia chips) is increasing.Alex Svanevik also pointed out that the recent decline in H100 and H200 GPU rental prices reflects a shift in the supply-demand structure of computing power. He raised the question of how to interpret the market signal of declining GPU rental prices. As model efficiency improves alongside expanding computing power supply, the AI infrastructure market may be entering a phase of repricing.
Data: Whales Heavily Buy HYPE; Exchange Supply Drops Over 20% in a Single Day
According to on-chain analytics platform Nansen (@nansen_ai), whales and public figures’ wallets have continued accumulating $HYPE over the past 24 hours, while exchange supply dropped by 22.86% during the same period. Specifically, high-balance address [Adeub6BN] executed five consecutive purchases in a single afternoon, each ranging from $51,000 to $99,000; address lajay.sol bought approximately $66,000 worth of $HYPE again 8 hours ago; and Token Millionaire [GJvewfRj] directly withdrew $HYPE from the Meteora liquidity pool.
Nansen CEO: AI Trading Agents May Surpass Human Traders Within Two Years
According to The Block, Alex Svanevik, CEO of on-chain data platform Nansen, stated that AI trading agents are expected to surpass human traders within the next two years. To this end, Nansen is expanding its platform from on-chain data analysis to direct trade execution, aiming to achieve "all-asset on-chain trading via agents." He mentioned that the platform has launched relevant trading features, with cumulative trading volume exceeding $500 million.
Nearly 990,000 TRUMP buyers suffer $3.81 billion in losses
As of the end of June, 988,905 buyers of the Donald Trump-branded TRUMP Meme coin had collectively incurred losses of $3.81 billion, accounting for about two-thirds of all buyers. Nansen data shows that Donald Trump earned $636 million from the Meme coin; advanced crypto traders using automated tools profited $4 billion before TRUMP dropped 97%.On July 3, TRUMP was priced at $1.76, down 97% from its peak of $75.35. Donald Trump's annual financial disclosure indicates that he earned $2.2 billion from various business ventures in 2025, including proceeds from the token; he also received $799 million from World Liberty Financial. White House spokesperson Anna Kelly denied claims that Donald Trump profited at the expense of his supporters. (Bitcoin.com News).
Nansen CEO: Low-cost models erode the moat of frontier AI, Anthropic and OpenAI business models under pressure
Nansen CEO Alex Svanevik stated that open-weights models may pose greater competitive pressure on Anthropic and OpenAI in the future, because not all tasks require a "150 IQ level" frontier model. In many scenarios, a model with around 115 IQ but costing about 90% less is "fully sufficient," offering a clear cost-performance advantage. Since the AI industry has generally believed that profits would come from the most advanced frontier models, this logic may now face challenges, especially if governments impose restrictions or block access to frontier models, potentially impacting the revenue expectations of related companies.Alex Svanevik further questioned whether the business model of relying on high-end models for profitability remains viable when regulations begin to limit the capabilities or deployment of frontier models, calling it a core issue that the industry needs to reassess.
Solana and Google Cloud Launch Pay.sh, Enabling AI Agents to Call API Services Using Stablecoins
: The Solana Foundation and Google Cloud have jointly launched the AI payment gateway Pay.sh, allowing AI agents to pay for API services on a per-request basis using Solana on-chain stablecoins, eliminating the need for traditional account systems. The system is built on the x402 protocol and supports the Machine Payments Protocol developed by Tempo and Stripe.Currently, AI agents can access Google Cloud services such as Gemini, BigQuery, and VertexAI through Pay.sh. The platform also supports AI tools including Anthropic Claude Code, OpenAI Codex, and OpenClaw, along with over 50 community API providers. Additionally, it integrates infrastructure and data services such as Helius, Alchemy, Dune Analytics, and Nansen. (Decrypt)
OKX Onchain OS Launches Agent Payments Protocol, Empowering AI Agent Commercial Capabilities
OdailyOdaily Planet Daily reports: According to official sources, OKX Onchain OS has launched the Agent Payments Protocol (APP), an open payment standard designed for the commercial activities of AI Agents. This protocol defines the payment methods for Agents in commercial scenarios, expanding their capabilities from single payments to complete business processes, and will support various payment modes including one-time payments, batch payments, usage-based payments, and escrow payments.It is reported that APP adopts a multi-chain open architecture, allowing any chain to implement its own version. Initial partners include the Ethereum Foundation, Uniswap, Aptos, Nansen, Paxos, MoonPay, Altlayer, Zerion, QuickNode, and others. OKX Onchain OS stated that the launch of APP will provide key payment infrastructure for the Agent economy, driving AI Agents from "executing payments" into a "commercial era."
Stacks Ecosystem Q1 2026: sBTC TVL Reaches $545 Million; Zest Protocol TVL Rises to $75.9 Million
Stacks Releases Q1 2026 Ecosystem Metrics: sBTC Total Value Locked (TVL) Reaches $545 Million, and Deposit Caps Have Been Fully Removed; Decentralized Finance (DeFi) Active Deployed Capital on the Stacks Protocol Stands at $121 Million—Zest Protocol TVL Accounts for $75.9 Million, Granite $26 Million, and StackingDAO $20 Million. During the Same Period, the Bitcoin Staking Pilot Product Dual Stacking App Attracted Over $100 Million in Participating Capital. On the Infrastructure Front, Integrations with Fireblocks, BitGo, Circle, and Nansen Are Now Live. Regarding Network Upgrades, Stacks Completed Version 3.3.0.0.6 in March 2026, and SIP-034 Enhancements Increased Network Capacity by up to 30x.
Related news
Nansen CEO: AI Trading Agents May Surpass Human Traders Within Two Years
According to The Block, Alex Svanevik, CEO of on-chain data platform Nansen, stated that AI trading agents are expected to surpass human traders within the next two years. To this end, Nansen is expanding its platform from on-chain data analysis to direct trade execution, aiming to achieve "all-asset on-chain trading via agents." He mentioned that the platform has launched relevant trading features, with cumulative trading volume exceeding $500 million.
Nansen CEO Bullish on Apple: AI Capability Improvements, Cash Flow Advantages May Drive New Round of Growth
Nansen CEO Alex Svanevik posted that he is currently shifting back to a bullish stance on Apple and listed five key reasons for optimism, including enhanced Siri capabilities, development of on-device AI inference, the selection of a new CEO, cash flow advantages, and brand value.
A whale shorted SpaceX, profiting $927,900 from a single trade, but cumulative losses still amount to $4.9 million
According to on-chain analyst Onchain Lens (@OnchainLens), a Hyperliquid trader closed a short position of approximately 32,300 $SPCX (notional value of approximately $4.07 million) on July 17, realizing a profit of $927,900 from this trade. However, according to Nansen data, the historical cumulative PnL of this address remains at a loss of $4.9 million.
Nearly 990,000 TRUMP buyers suffer $3.81 billion in losses
As of the end of June, 988,905 buyers of the Donald Trump-branded TRUMP Meme coin had collectively incurred losses of $3.81 billion, accounting for about two-thirds of all buyers. Nansen data shows that Donald Trump earned $636 million from the Meme coin; advanced crypto traders using automated tools profited $4 billion before TRUMP dropped 97%.On July 3, TRUMP was priced at $1.76, down 97% from its peak of $75.35. Donald Trump's annual financial disclosure indicates that he earned $2.2 billion from various business ventures in 2025, including proceeds from the token; he also received $799 million from World Liberty Financial. White House spokesperson Anna Kelly denied claims that Donald Trump profited at the expense of his supporters. (Bitcoin.com News).
Nansen CEO: AI infrastructure may be repriced, bubble could burst after enterprises adopt Chinese models
Odaily News Alex Svanevik, CEO of on-chain analytics platform Nansen, stated that when enterprises begin effectively using Chinese large language models, the bubble in the AI industry may burst. While the U.S. regulatory environment could limit this process, the overall trend remains that Chinese models are continuously becoming more efficient, capable of running on non-cutting-edge hardware, while global GPU supply (including non-Nvidia chips) is increasing.Alex Svanevik also pointed out that the recent decline in H100 and H200 GPU rental prices reflects a shift in the supply-demand structure of computing power. He raised the question of how to interpret the market signal of declining GPU rental prices. As model efficiency improves alongside expanding computing power supply, the AI infrastructure market may be entering a phase of repricing.
Nansen CEO: If CZ Had Acquired FTX Back Then, He Would Now Indirectly Hold Significant Stakes in Anthropic and Cursor
Alex Svanevik, CEO of on-chain data analytics platform Nansen, posted on X stating that from a hindsight perspective, if Binance founder CZ had completed the acquisition of FTX back then, his potential asset structure would have changed significantly. He would now likely hold an indirect exposure of approximately 8% stake in Anthropic, about 5% stake in the AI coding tool Cursor, as well as some investment interests related to SpaceX.It is reported that in November 2022, CZ had disclosed his intention to acquire FTX but later abandoned the plan after due diligence uncovered issues beyond his control. Subsequently, FTX filed for bankruptcy protection.