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Ethereum isn’t the only hot cryptocurrency in May, with some big app-wide changes and a new roadmap . Bitcoin, the class originator and market cap leader, approved a subtle but big change in May to the way it approves transactions. The network will no longer limit transactions with files larger than 80 bytes. Previously, Bitcoin limited these types of transactions with an output type called OP_RETURN. The network automatically canceled transactions with files above a tiny size limit. It would turn these into outputs that were unspendable on the network. But, blockchain developers have found workarounds. For example, there is the BRC-20 standard exploiting Bitcoin ordinals to link files to the blockchain. Acknowledging the reality of the community, industry, and market’s demand, the Bitcoin Core developer community is scrapping it. They will no longer let OP_RETURN stand in the way of further development along these lines. That’s another chink in the armor of hardcore BTC maximalists that view Bitcoin NFTs as junk mail on the blockchain and all altcoins and second-layer currencies as distractions from the original cryptocurrency’s true import. While Bitcoin can be “wrapped” or deposited in smart contracts on other crypto apps like Ethereum and Cardano, and then used in their ecosystems, a smart contract issuance system built right on the old Satoshi layer is another way to do it. If they press to build a marketable product, the Bitcoin L2 developer community may find along the way that it has certain key advantages over deploying BTC on another L1 network. CashApp Block founder and CEO Jack Dorsey (who also founded Twitter) predicts Bitcoin will reach $1 million in price by 2030. He was also an early Lightning Network advocate and remains a vocal Lightning proponent. Could a Bitcoin second layer app ecosystem be part of what the crypto doyen envisions priced into that $1 million Bitcoin price forecast?

The Euro Pacific Capital founder and chief strategist pointed out that gold rose 3% over the previous weekend from Friday until Monday. Meanwhile, the average BTC price fell by 3%. The investment wizard left it to the reader to conclude that Bitcoin cannot be a digital version of gold. But this may be a specious argument. The representatives of Bitcoin in online communities compare it to gold, but by analogy. Nobody but Peter Schiff seems to be confused about whether BTC is some kind of gold certificate or ETF. The analogy to the yellow metal begins in the seminal Bitcoin white paper by Satoshi Nakamoto. Describing how the BTC network creates new supplies of the currency, he wrote on Oct 31, 2008: “The steady addition of a constant of amount of new coins is analogous to gold miners expending resources to add gold to circulation. In our case, it is CPU time and electricity that is expended.” In other words, Bitcoin has a limited supply and any network participant must spend the electricity and computer runtime the BTC app requires in order to produce a new coin. Later in the comment thread on his original post, Schiff wrote: “Gold is 100% intrinsic value. Bitcoin is 100% faith.” But gold does not have intrinsic value. It has instrumental value as a financial commodity because of the specific properties of its nature and the economy of our planet. The rarity, durability, fungibility, and chemical identifiability of gold make it a financial classic of human civilization. The creator(s) of Bitcoin designed it to instantiate all four of those properties in a free, open, public, borderless, computer network database. As for BTC vs. gold in terms of their performance as financial investments, Bitcoin was built to give its bearers relief from overheated central bank printing presses. Traditionally, folks like Mr. Schiff used gold for that purpose. But Bitcoin hasn’t failed so far to live up to gold’s reputation as a fiat shelter. In fact, it’s done even better than the yellow metal over most time spans relevant to most kinds of investors.

Like I have said a few times already, picking onchain runners is easy, just go for the ones that kept building and getting their product ready during the tough market conditions. $HTS is the only #RWA gem I am holding, aiming to tokenize real estate, and their app already looks fire. The #RWA narrative needs doxxed teams who don’t shy away from legal compliance, and $HTS nails that perfectly. NFA, just a personal opinion.

The billionaires who used to run the show are now struggling to keep up. Elon Musk, Tim Cook, and Mark Zuckerberg are each trying to figure out how to survive a world where AI might tear down the exact systems they built. The same men who once crushed competition with new tech are now watching it come for them. They’re fighting to protect their empires from something they can’t fully control. According to The Wall Street Journal, this panic is already playing out in real time. This past Wednesday, Alphabet shares tanked more than 7% after a senior Apple executive admitted something unthinkable—Google search traffic through Safari just dropped for the first time in twenty years. Though Google later claimed search use is still growing on Apple devices, the market reaction was brutal. Tim Cook, CEO of Apple, is now trying to buy time. On the company’s recent earnings call, Tim didn’t launch any flashy features or major AI updates. Instead, he told investors to wait. “We just need more time to complete the work so they meet our high-quality bar,” he said. But while he’s asking for patience, Apple’s AI response is mostly silence and vague hype. Mark Zuckerberg, who built Facebook into an advertising machine, is now trying to keep it alive by turning it into an emotional chatbot factory. His new vision is to position AI as a friend for lonely people. It’s less about connection and more about keeping users locked in. Elon, who recently came back from messing around with DOGE and running X, is back at Tesla trying to convince investors the company still has juice. After Tesla stock slid, Elon jumped back into the spotlight to dangle promises of driverless cars again. “We’re not on edge of death—not even close,” he told analysts. The way he said it made people think of that old Monty Python line—“I’m not dead! … I feel happy!”—while everyone else is dragging your body to the dump. None of these tech giants are technically collapsing. Together, they’re worth around $7 trillion. But the fear underneath is obvious. They’re all staring down what could be a massive, slow collapse unless they adapt… fast. They’re now textbook cases of what Clayton Christensen called the Innovator’s Dilemma. In his book, he showed how companies doing everything right still fail when smaller players create something new. These new tools build markets in ways that the old companies never saw coming. Just like Netflix ended Blockbuster, and just like Apple’s iPhone blew past the phones of the 2000s, the next big shift might come from a startup nobody’s even watching. Big tech has seen this kind of threat before. During the dot-com boom, Pets.com looked like the next big winner, and failed fast. Even Christensen, who studied innovation for years, didn’t predict the iPhone. When it launched in 2007, he didn’t think it would shake up the phone industry. But it didn’t just kill old phones, it created mobile computing and the App Economy. Now, that app world may get flipped again. If AI agents become the new way people interact with services, Apple’s App Store model could start to vanish. People could just talk to bots instead of downloading anything. That might explain why Apple’s so quiet right now. Meanwhile, Google has at least put something on the table: Gemini, their AI assistant. But it’s not going smoothly. Gemini’s rollout was a mess. Users complained about biased answers, and Sundar Pichai, Google’s CEO, called the early responses “unacceptable.” He wrote, “No AI is perfect, especially at this emerging stage of the industry’s development, but we know the bar is high for us and we will keep at it for however long it takes.” The problem is that most of Google’s business still comes from ads. People clicking on links make the money roll in. But if people stop asking Google and start asking bots, the clicks dry up. That’s why everyone’s nervous. The startups don’t have that problem. They’re hungry. Right now, nobody’s dead. But it’s looking like someone might be soon. Your crypto news deserves attention - KEY Difference Wire puts you on 250+ top sites

Stablecoin Summer hits Asia 🍉 @Tether_to's USD₮ is now live natively on @KaiaChain, the ultra-fast, EVM-compatible L1 powering LINE Messenger’s Web3 stack. It boasts the highest number of DAUs across EVM chains. This brings stablecoin access to over 196 million monthly LINE users across Asia. What’s LINE? Asia’s leading message app is used daily across Japan, Thailand, and Taiwan. With 60+ mini apps on Kaia, it now doubles as a stablecoin-native wallet. 1️⃣ What’s Gone Live: • Native USD₮ integration on Kaia • Available via LINE’s self-custodial wallet • Usable for Mini Dapp rewards, DeFi, and cross-border payments • Peer-to-peer USD₮ transfers directly through LINE Messenger Just tap, send, and spend. 2️⃣ Who’s behind it: • Tether: The most used stablecoin globally, 1:1 USD-backed • Kaia: A high-performance L1 (born from Klaytn + Finschia) • LINE NEXT: LINE’s Web3 arm, building blockchain services inside LINE Together, they’re bringing stablecoins to the mainstream natively and at scale. 3️⃣ Why it matters: → USD₮ is now embedded inside Asia’s largest messaging platform → Supports real-time, final, low-fee transactions → Replaces clunky fiat rails with stable, seamless UX → Key use cases: DeFi, remittances, NFTs, tokenized assets, payments All within a platform people already use daily, from gaming to groceries. 4️⃣ What’s next: Kaia + LINE NEXT are laying rails for: • Real-world asset (RWA) tokenization • Global exchange integrations (CEX + DEX) • NFT-based economies and digital collectibles • Hybrid payment infrastructure across APAC 196M people just got stablecoins in their group chats. Grandma might airdrop you $10 next. Web3 finally feels... normal.