Hey there, PoI readers! 💫

It's your favorite crypto connoisseur, Mochi, back with another serving of tantalizing tech and web3 news. From Nansen AI's blockchain detective work and the SEC actually talking about privacy (shocking, I know) to Japan's regulated yen stablecoin ambitions and Nvidia's open-source shopping spree, we've got a lot to unpack. So, buckle up and get ready for a wild ride through the wonderland of digital assets!

INTEL BRIEF

🟧 Nansen AI is launching an advanced on-chain analytics platform that uses artificial intelligence to track crypto wallets, identify "Smart Money" investors, and will soon enable direct AI-powered trading execution.

🟧 SEC Commissioner Hester Peirce stated that cryptocurrency is pushing regulators to reassess financial privacy rules, as the agency's crypto task force held its sixth roundtable discussing the balance between surveillance and user privacy in digital assets.

🟧 Japan's SBI Holdings and Startale Group are partnering to launch a fully regulated yen-denominated stablecoin by Q2 2026, aimed at tokenized assets and cross-border settlements under Japan's new stablecoin framework.

🟧 Nvidia acquired SchedMD, developer of the open-source Slurm workload management system, and launched Nemotron 3, a new family of open AI models designed for building efficient AI agents.

Nansen AI Turns Blockchain Stalking Into an Actual Career Path

Nansen AI—the platform that's basically turning blockchain snooping into an art form. If you've ever felt like you're staring at blockchain data the way I stare at my tax returns (confused and slightly scared), this one's for you.

So here's the deal: Nansen AI is rolling out an on-chain analytics platform that doesn't just show you numbers—it actually understands them. We're talking about a system that can analyze massive amounts of blockchain data and spot patterns faster than you can say "wen moon?" The platform uses artificial intelligence and machine learning to transform all that raw, headache-inducing blockchain info into something you can actually use.

But wait, it gets cooler. Nansen has labeled over 500 million wallets (yeah, you read that right—500 million), including tagging the legendary "Smart Money" wallets. You know, those wallets that somehow always seem to know something before everyone else does? Now you can track them like a crypto stalker—but, like, the legal kind.

The platform offers portfolio management tools so you can track multiple wallets, smart alerts that ping you when something interesting happens on-chain, and token discovery features to help you find the next big thing before your cousin Brad does.

Here's where it gets spicy: Nansen is working on an AI trading platform that will allegedly let you execute trades directly through an AI agent. That means going from "hmm, interesting" to "I'm in" without leaving the platform. It's believed to be a move toward making crypto trading less friction-filled and more... well, actually usable.

Think of Nansen AI as your crypto intelligence headquarters—part research lab, part trading desk, part crystal ball (but with actual data instead of vibes).

Nansen AI combines on-chain analytics with artificial intelligence to track 500+ million labeled wallets including "Smart Money" investors

Platform offers portfolio management, smart alerts, and token discovery in one unified interface for easier crypto research

Upcoming AI trading feature is speculated to enable direct on-chain trade execution through AI agents for seamless investing

The SEC Just Had a Privacy Awakening and We're All Confused

The SEC's crypto task force just wrapped up its sixth roundtable, and Commissioner Hester Peirce dropped some surprisingly based takes about how crypto is forcing regulators to rethink the whole "let's watch every transaction ever" approach to finance.

Here's the tea: Peirce, along with SEC Chair Paul Atkins and Commissioner Mark Uyeda, spent Monday chatting with crypto industry leaders about financial surveillance and privacy. And shockingly, they didn't just show up to yell about enforcement actions.

Atkins made a pretty wild observation, saying crypto could become "the most powerful financial surveillance architecture ever invented" depending on how the government handles regulation. He called out the SEC's previous approach of essentially treating every wallet like a broker and demanding everything be reported. (Yeah, we remember that nightmare, Paul.)

But here's where Peirce really leaned into it: "Our national degradation of financial privacy and the rules that embody it are overdue for a change, and crypto is helping to nudge a reassessment." Shots fired at... well, her own agency's past behavior, basically.

The roundtable featured representatives from Zcash (the privacy token that gives regulators cold sweats), the Blockchain Association, and the Crypto Council for Innovation. Peirce pointed out the paradox: crypto enables transactions without financial intermediaries, which is great for privacy, but public blockchains are viewable by everyone, creating demand for privacy tools.

Meanwhile, Congress is allegedly racing against the clock to pass the CLARITY Act—a market structure bill that could grant the CFTC more authority over crypto and reshape the SEC's role. The bill passed the House in July, but as of Monday, it's believed to be unlikely that Senate Republicans will get it voted on before holiday break.

SEC Commissioner Hester Peirce says crypto is "nudging a reassessment" of financial privacy rules during the task force's sixth roundtable on surveillance and privacy

Chair Atkins warned crypto could become the "most powerful financial surveillance architecture" if regulated poorly, criticizing past "every wallet is a broker" approaches

Senate racing to pass CLARITY Act before 2026 to establish comprehensive crypto market structure, but vote before holiday break appears unlikely

Japan Is Building a Regulated Yen Stablecoin Because They Actually Know What They're Doing

Japan is not messing around with the stablecoin game, folks. SBI Holdings and Startale Group just signed a memorandum of understanding (MoU) to create a fully regulated Japanese yen stablecoin, and they're targeting a Q2 2026 launch. Yes, you read that correctly—a regulated stablecoin. In Japan. What a time to be alive.

Here's how this operation is speculated to work: The stablecoin will be issued and redeemed through Shinsei Trust & Banking, which is a wholly-owned subsidiary of SBI Shinsei Bank. Meanwhile, SBI VC Trade (a licensed crypto exchange) will handle the circulation. So basically, they've got all their regulatory ducks in a row before even launching. Chef's kiss for compliance.

Yoshitaka Kitao, the big boss at SBI Holdings, said this yen stablecoin will serve as the foundation for Japan's transition into a token economy. The goal? Circulate it both domestically and globally to "dramatically accelerate" the integration of digital financial services with traditional finance. Translation: Japan wants its yen on-chain and everywhere.

This move comes as Japan is seriously accelerating its stablecoin efforts under a clear regulatory framework. The country's Financial Services Agency (FSA) recently launched its Payment Innovation Project—a regulatory sandbox for blockchain payments. The first pilot backed yen stablecoins from Japan's three megabanks: MUFG, SMBC, and Mizuho Bank.

But wait, there's more! SBI isn't just playing with yen. They're pursuing a multicurrency stablecoin strategy. Back in March, SBI VC Trade integrated Circle's USDC, making it one of the first Japanese exchanges to offer USDC trading. And in August, Ripple announced it's bringing its RLUSD stablecoin to Japan in early 2026 through—you guessed it—SBI VC Trade.

Japan is believed to be positioning itself as a global stablecoin hub, and SBI is leading the charge.

SBI Holdings and Startale Group plan a regulated yen stablecoin launch by Q2 2026 through Shinsei Trust & Banking with SBI VC Trade handling circulation

Japan's FSA launched Payment Innovation Project sandbox backing yen stablecoins from megabanks MUFG, SMBC, and Mizuho as part of accelerated regulatory framework

SBI pursuing multicurrency strategy having already integrated Circle's USDC and partnering with Ripple to bring RLUSD stablecoin to Japan in early 2026

Nvidia Just Went on an Open Source Shopping Spree and Nobody Can Stop Them

Nvidia is on an open-source shopping spree, and honestly? We're here for it. The chip-making behemoth just made two big moves: acquiring SchedMD (the folks behind the legendary Slurm workload management system) and launching Nemotron 3, a new family of open AI models. It's like Christmas came early for AI developers.

Let's start with the acquisition. SchedMD is the company that develops Slurm—an open-source workload management system that's been around since 2002 and is basically the backbone for high-performance computing and AI infrastructure. The company was founded in 2010 by the original Slurm developers Morris Jette and Danny Auble (who's currently CEO). Nvidia said SchedMD will continue operating Slurm as open-source, vendor-neutral software, which is a relief because nobody wants another corporate overlord ruining good open-source tech.

Nvidia didn't spill the tea on how much they paid (terms weren't disclosed), but they did say they've been working with SchedMD for over a decade and consider the technology "critical infrastructure" for generative AI. The plan? Keep investing and "accelerate" access to different systems. Translation: they want Slurm everywhere.

Now, onto the shiny new toys. Nvidia dropped Nemotron 3, which they're claiming is the "most efficient family of open models" for building accurate AI agents. This family includes three flavors: Nemotron 3 Nano (small model for targeted tasks), Nemotron 3 Super (built for multi-AI agent applications), and Nemotron 3 Ultra (for the complicated stuff).

Jensen Huang, Nvidia's founder and CEO, went full inspirational-tech-leader mode, saying "Open innovation is the foundation of AI progress." He added that Nemotron gives developers the transparency and efficiency needed to build agentic systems at scale.

This isn't Nvidia's first rodeo with open-source lately. Last week they announced Alpamayo-R1, an open reasoning vision model for autonomous driving, plus new workflows for their Cosmos world models. It's all part of Nvidia's bet that physical AI (think robotics and self-driving cars) is the next frontier.

Nvidia acquired SchedMD, developer of open-source Slurm workload management system, promising to keep it vendor-neutral and accelerate its development for AI infrastructure

New Nemotron 3 family of open AI models includes Nano, Super, and Ultra variants claimed to be the most efficient for building accurate AI agents at scale

Recent open-source push reflects Nvidia's bet on physical AI as next frontier, including autonomous driving models and robotics-focused development tools

And that's a wrap, my lovely PoI readers! I hope this edition left you feeling informed, entertained, and maybe even a little bit richer (in knowledge, of course). Between AI-powered crypto sleuthing, regulators having privacy epiphanies, Japan going full stablecoin mode, and Nvidia buying up open-source like it's Black Friday, it's been quite the journey!

Remember to stay curious, stay informed, and keep spreading the love. Until next time, this is Mochi, signing off with a virtual high-five!

P.S. Don't forget to share your thoughts, questions, and favorite crypto puns with us. very voice matters in the PoI community! 📣❤️ Share the newsletter

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