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Today, Perception is out of beta.
The narrative intelligence layer for digital assets is now live.
Integrated at production scale by @BitGo, @Swan, @relai_app, and @BitcoinWell.
(Sound on)
Germany's savings banks started selling bitcoin in their app on Monday. β¬0.99 a trade.
In January 2025 the head of the Bundesbank called it digital tulips.
THEY BENT THE KNEE π©πͺ
Ledger implants: 0 mentions for 23 days.
Then 236 in five days.
Count across the 3,000+ sources we track, Sep 16 to Oct 13.
Perception π retweeted
Spotted @BTCPerception data @SimplyBitcoin π€
FLASHBACK: Former Mt. Gox CEO Mark Karpelès posted photos of a spy implant inside a Ledger on September 16.
For weeks, almost nobody paid attention.
Then wallets started getting drained.
Ledger has now confirmed covert implants in some devices sold through CryptoBilis.
He was warning about the exact attack vector before the market cared.
Perception π retweeted
FLASHBACK: Former Mt. Gox CEO Mark Karpelès posted photos of a spy implant inside a Ledger on September 16.
For weeks, almost nobody paid attention.
Then wallets started getting drained.
Ledger has now confirmed covert implants in some devices sold through CryptoBilis.
He was warning about the exact attack vector before the market cared.
HSBC and Ant Digital tested AI agents paying with tokenized bank deposits on Oct 9.
Press stories about AI agents, Jul 12 to Oct 10, naming each:
Stablecoins: 766
Tokenized deposits: 43
Still early.
Bitcoin stories mentioning inflation that call bitcoin an inflation hedge, same 33 outlets, Aug 12 to Oct 10:
2025: 10.5%
2026: 4.6%
Quantum risk, share of mentions, Jul 6 to Aug 4 vs Sep 5 to Oct 4:
Crypto media 1.8% to 0.6% π
Company channels 0.4% to 1.0% π
Perception π retweeted
I've been saying the Bitcoin monoculture is dead for a while now.
Bitcoin Amsterdam put me on a panel that asks if that's a good thing.
With @danheld @coryswan @Matyas44Cook.
Thu 5 Nov, 13:00
Day after I get 15 minutes on my own to talk about the Chaos Gap.
The printing press took 300 years to settle and we're not even 20 years into this one.
Fri 6 Nov, 14:45
Both on the Treasury Stage @bitcoinconfams
Perception π retweeted
Media is talking less about quantum threats.
But companies in the crypto industry are starting to talk more about it now.
Do with that information what you will.
In 2022, 1 in 37 bitcoin mentions also mentioned AI.
In Q3 2026 it was 1 in 8.
And 50% of all bitcoin podcast episodes last quarter brought up AI.
Our latest media research: perception.to/bitcoin-media-β¦
We see the same shift in bitcoin's own code and conversation.
Across 19 bitcoin and Lightning open-source projects, none of the 1,558 pull requests opened in 2024 said an AI coding tool helped write them.
From January to September 2026, 223 of 4,619 did, about 1 in 20.
Across press, podcasts and online communities, the share of bitcoin coverage that talks about AI agents and payments rose 12x, from 0.28% in 2023 and 2024 to 3.4% in 2026 so far."
Coding agents have transformed how products are built.
We analyzed ~1,000 inbound requests since 2023 and saw:
- π New integrations grow 14x since Claude Code
- π Non-crypto apps integrations grow 5x in 2026
- π Itβs accelerating: Q2 was +61% above Q1
Builders need money that moves instantly, to anyone, anywhere.
Thatβs why they're choosing the Breez SDK.
NEW: Bitcoin went up 43% last quarter. π
The five Bitcoin miners with big AI deals went down 30%.
TeraWulf -40%
Core Scientific -38%
Cipher -35%
Hut 8 -25%
IREN -11%.
Want Bitcoin exposure? Own Bitcoin. π
In 2015, 38 of every 1,000 bitcoin headlines were about paying with it.
Jan to Sep 2026: ETF headlines outnumbered them 31 to 1.
Europe's biggest blockchain conference, Barcelona.
Talks that mentioned Trump:
Oct 2025: 14 of 50
Sep 2026: 3 of 41
The GENIUS Act fell the same way, 14 talks to 3.
Tokenization came up in 35 of 41.
Our read: the conference moved from US policy to tokenized funds and stablecoins.
We gave four AI assistants three jobs a digital asset comms or research team runs every week:
A competitive media briefing on Coinbase, Kraken and Binance, a shortlist of reporters to pitch on stablecoin regulation, and a trace of the biggest narrative shift of the past 72 hours.
The assistants were Claude, ChatGPT, Grok and Gemini.
Each one did each job twice with its own web search and twice with Perception connected.
A judge model scored all 48 answers out of 25, with the assistant names stripped out.
The average went from 10.7 to 15.6. In 19 of the 24 head-to-head pairs, the answer with Perception scored higher.
Every prompt, answer, tool call and score is public on Hugging Face.
Method, model versions and caveats: perception.to/crypto-ai-bencβ¦
