TaneFMの#68はロイさんゲスト回📻
印象深かったのはクリプトのAIの融合領域に関して、奇しくも、クリプトもAIもプライバシーに関して課題をもっているという点について話し合われていて、確かにと思った
プライバシーはリテールというより、政府、機関投資家、Web2金融、CEX、DEX、それぞれの思惑が入り乱れている印象
（ドバイの規制は、FATF基準との整合という見方らしいので、日本も難しそう）
他、ルームバーグやスポーツブックなどプレゼンスを示す予想市場のあり姿やステーブルコイン（特にパブリックチェーン以外）についても議論がなされていたので、オンチェーン時代の金融機関が2026年どういう流れになるのか、どういうポイントをもっておくべきか、解像度があがりました！
自分のメモとしてのキーワード📝
Canton、CLARITY Act、LLM（AI）を内包するvalidator、アプリケーションレイヤー、イベントヘッジとしての予想市場（Polymarket vs Kalshi）、国家間とのやり取りや人生イベントを通じたpoH（秘密鍵に依存しない所有権）、DAT2.0

Tané FM #68 2025年の振り返りと2026年の展望🎙️
（リンクはリプライに！）
今回は、AvalancheのRoiさん @RoiSarak をゲストにお迎えし、激動の2025年Crypto業界の振り返り、そして、クリプトとAIが交差する2026年の展望について語り合っています。
感想やフィードバックはDM、もしくは #tanefm

Tané

Twitter

TaneFM episode #68 featured Roy as a guest. 📻
What struck me was the discussion about the convergence of crypto and AI. Coincidentally, both crypto and AI have privacy issues, which struck me as very relevant.
Privacy isn't just a retail issue; it's a jumble of interests, involving governments, institutional investors, web2 finance, CEXs, and DEXs.
(Dubai's regulations seem to be aligned with FATF standards, so Japan's regulations may be challenging as well.)
Other topics discussed included prediction markets like Roomberg and sportsbooks, which have a strong presence, and stablecoins (especially non-public chains). This gave me a clearer understanding of where financial institutions in the on-chain era will be in 2026 and what they should focus on!
Key words for my notes: 📝
Canton, CLARITY Act, validators incorporating LLM (AI), application layer, prediction markets as event hedging (Polymarket vs. Kalshi), private-key independent ownership (poH) through international transactions and life events, and DAT2.0

Bitcoin at Block – the Bitcoin project of Block , the company founded by Twitter co-founder Jack Dorsey – has just announced the launch of a free Bitcoin Faucet, marking the return of the Bitcoin distribution model...

Jack Dorsey announces a $1 million project to give away free Bitcoin.

MicroStrategy founder Michael Saylor asserts that Bitcoin has won the global narrative war, specifically naming BIP- […]
The article, "Michael Saylor Warns BIP-110 is the Biggest Threat to Bitcoin; Four-Year Cycle is Dead, Institutional Capital is the Real Protagonist," was first published on BlockTempo, the most influential blockchain ABMedia media.

Michael Saylor warns that BIP-110 is the biggest threat to Bitcoin; the four-year cycle is dead, and institutional capital is the real protagonist.

Editor's Note: This article argues that what truly drives oil prices is not just whether the conflict ends, but "when the tipping point will be crossed."

In the nearly four-week-long conflict with Iran, the oil market is experiencing a classic case of "time-based pricing." The release of strategic reserves has delayed the impact but cannot eliminate the supply gap; disruptions to tanker transport and delayed production recovery are causing inventory pressure to accumulate into the future. Once the critical mid-April mark is passed, the price mechanism will shift from "buffered volatility" to "gap-driven repricing."

More importantly, the game structure itself is also changing. The conflict is no longer characterized by "escalation followed by deterioration..."