A $387 million Bitget exploit sparked debate over whether THORChain should blacklist the attacker's addresses, raising fundamental questions about whether decentralized protocols should prioritize immutability and neutrality or intervene to protect victims and prevent theft.
Brian Rose argues that while AI's top 10 companies represent ~41% of US market cap—comparable to previous bubble peaks—the distinction is that AI firms already generate substantial revenues and profits rather than relying purely on speculation. He reframes the debate from whether AI is a bubble to how much future AI economics are already priced into current valuations.