BlockBeats News, July 5th. This week, the discussion in the digital asset industry mainly revolved around AI, the EU's Markets in Crypto-Assets Regulation (MiCA), stablecoins, and Bitcoin.

On the AI front, many industry insiders believe that current market capital is shifting from digital assets to AI infrastructure development. In the future, the value of the AI industry may be more derived from the application layer and infrastructure providers, rather than solely benefiting large model developers. Additionally, some believe that if the U.S. government were to acquire equity in OpenAI, it could further exacerbate the trend of industry concentration in AI.

In terms of regulation, with the MiCA transition period officially ending, EU crypto asset service providers will now need to obtain full MiCA licensing to continue operations. Industry insiders believe that regulatory compliance will gradually become an important competitive advantage for European crypto payment and digital asset service providers.

Regarding stablecoins, industry insiders continue to focus on the newly launched OpenUSD (OUSD). Analysts believe that its ecosystem network, involving over 140 institutions including Visa, Mastercard, Stripe, Coinbase, BlackRock, and BNY, is poised to challenge the market landscape of existing stablecoins such as USDC due to its distribution advantage. However, some also point out that OUSD still faces challenges such as liquidity development and governance coordination.

As for Bitcoin, there are diverging market views on Michael Saylor's Strategy's recent capital operation. Some analysts believe that the company's recent financing arrangements imply that it may still meet its financing needs through selling Bitcoin in the future. There are also views that this move effectively alleviated concerns in the market about its liquidity and default risks, representing a proactive risk management measure.