Woofun AI reports that the digital asset sector focused on AI capital rotation, MiCA enforcement, and stablecoin competition this week. Industry observers note a shift of capital from digital assets to AI infrastructure, with value increasingly attributed to application layers rather than large model developers. Some suggest potential U.S. government equity in OpenAI could intensify industry concentration.

With the MiCA transition period ending, EU crypto service providers must secure full licensing to operate, turning compliance into a competitive advantage.

Meanwhile, OpenUSD (OUSD) aims to disrupt the stablecoin market through a network of over 140 institutions, including BlackRock, Visa, and Coinbase, though it faces liquidity and governance hurdles. Regarding Bitcoin, analysts remain divided on Michael Saylor's Strategy financing, with some fearing future BTC sales while others view it as effective risk management.