Release Date: March 9, 2025
Author: BlockBeats Editorial Team
In the past 24 hours, discussions in the English-speaking community have extended from the controversies around AI tools and prediction markets to the practical applications of on-chain infrastructure. Mainstream topics focused on the overwhelming presence of the Claude skills documentation in the community, controversies surrounding the valuation of prediction markets and war pricing, as well as discussions about the leap in AI coding capabilities. In terms of ecological development, Solana's stablecoin trading volume hit a historic high, Coinbase disclosed that it is now holding over 12% of global crypto assets, while the payment scenarios of Base and Perp DEX trading infrastructure continue to expand.
1. Mainstream Topics
1. Claude Skills Documentation Goes Viral, Rapidly Spread in Crypto Community
Anthropic released a 33-page Claude skills building guide that systematically introduces best practices regarding YAML configuration, testing processes, and folder structures, aiming to help developers build reusable AI workflows, such as document generation or research pipelines. After its release, the document quickly spread on social media platforms.
Some accounts claimed that while sharing the PDF link, the document contained a hidden structure for a prediction market trading bot (win rate 68.4%, daily profit $300–1500). However, users pointed out that the related screenshots appeared to be fabricated and did not represent the document's actual content. Meanwhile, some developers emphasized that this guide is more suited for stock trading automation and enterprise-level workflows, such as custom Copilot or real-time portfolio management tools. Several engineers further noted that similar tools had already been built internally by Anthropic engineers and were not acquired through OpenClaw.
The controversy primarily revolves around the authenticity of the document's content. Some users view it as an important practical guide for the commercialization of AI tools; others believe some of the dissemination is typical engagement farming, such as the so-called "hidden trading bot" claims, hence raising trust issues.
Summary of Different Positions
Optimists: Believe that this guide signifies the formation of a programmable AI workflow ecosystem, allowing the community to develop profitable applications such as stock analysis tools or prediction bots.
Skeptics: Argue that some of the dissemination is clearly exaggerated or even fabricated, emphasizing the need to download the original PDF to verify the content and avoid being misled by FOMO emotions.
The high enthusiasm in the crypto community for AI monetization opportunities makes unverified information more prone to rapid dissemination and packaging, reflecting inadequate information verification mechanisms as well as risks driven by hype narratives.
2. Polymarket Surpasses Kalshi for the First Time, Weekly Trading Volume Ranks First Globally
Polymarket's trading volume reached $1.93 billion this week, for the first time surpassing Kalshi's $1.87 billion, making it the largest prediction market platform by trading volume globally. Some media reported its valuation has reached $20 billion, while another industry ranking indicated that Polymarket's valuation is about $9 billion, whereas Kalshi's is approximately $11 billion.
Industry insiders stated that if the $20 billion funding is true, it reflects venture capital firms' strong bets on the leading player in the prediction market sector. Nevertheless, Polymarket's current TVL remains below $400 million, with total trading volume between $20 billion and $50 billion. Some traders expressed amazement at the platform's growth rate, but others questioned its valuation logic.
The discussion primarily focuses on whether the valuation is reasonable. The $20 billion claim is seen by some as narrative-driven, while the $9 billion valuation is closer to the current business scale.
Summary of Different Positions
Optimists: Believe Polymarket has become the leader in the prediction market, and that there is significant room for future market expansion, making the capital bets reasonable.
Skeptics: Argue that current core metrics such as TVL and trading scale are still insufficient to support such high valuations, viewing it more as a typical case driven by venture capital.
The valuation of prediction markets often relies more on future narratives than on current data. This pricing approach easily creates market divergences and could amplify potential bubble risks; the industry still needs a more transparent and unified metric system.
3. Codex 5.4 Real-time Reverse DOS Game, Crypto Community Witnesses Leap in AI Coding
A developer demonstrated the entire process of reverse engineering the DOS game "SkyRoads" using Codex 5.4 within six hours: without the source code, he completed asset unpacking, EXE disassembly, and rendering reconstruction, and finally rebuilt a functioning version in Rust, publicly sharing all prompts and development processes. Another developer utilized GPT-5.4 to perform port development of the same game, achieving what previously required two days of progress with GPT-5.2 in only two hours. Additionally, engineers showcased a set of AI programming automation workflows: pulling tasks from Linear via cron jobs, assigning them to worker agents, and using Linear comments as drafts for thought records.
Overall, the controversy is minimal. Most regard it as a significant advancement in AI programming capabilities, with some discussions focused on technical details, such as the differences in efficiency and engineering structure between Rust and Zig.
Summary of Different Positions
Supporters: Believe AI programming capabilities are showing a significant leap, potentially accelerating reverse engineering, game revitalization, and the automation of complex development processes.
Practitioners: Feel the need to validate the limits of this capability with professional tools, considering it more of an important starting point.
The AI programming ecosystem is rapidly evolving but remains heavily reliant on specific models and toolchains. The open-source sharing of prompts and development processes becomes crucial for enhancing reproducibility and avoiding closed ecosystems.
4. bharat_usd's One-liner Goes Viral: SF Scams NYC, NYC Scams Abu Dhabi
User bharat_usd's brief comment garnered 1.2 million views. This viewpoint suggests that the current global capital narrative chain roughly follows: Silicon Valley (SF) persuades New York (NYC) with AI growth stories, and New York then uses private credit stories to persuade Abu Dhabi.
This statement quickly spread across social media, regarded by many users as a highly concise summary of the current logic of global capital flow.
The overall discussion is quite uniform, with most comments agreeing that this description accurately reflects the narrative transmission and capital circulation among different financial centers. Some users added that similar logic exists in sectors like healthcare and real estate. Additional comments point out that this chain reveals the dependency relationships between global financial narrative layers, as well as the uncertainty premium it implies.
In global capital markets, funds often flow along the narrative chains that cross financial centers. If expectations deviate at one link, risks may swiftly spread along that capital chain.
5. Should Prediction Markets Price Wars? Industry Debate Heats Up
Harry Crane published a lengthy article titled "War (Markets): What Are They Good For?" systematically outlining the core controversies surrounding war prediction markets.
Polymarket had previously shut down nuclear explosion-related markets under pressure from the public; while Kalshi froze $54 million in related positions, citing "death exemption" clauses. However, at the same time, the platform had previously settled markets related to Jimmy Carter normally, leading to further discussion about this discrepancy.
A scholar in the field of prediction markets cited critical viewpoints, stating that prediction markets may encourage information advantage holders to profit from sensitive information, thereby causing information biases; however, others believe that market prices themselves still possess significant information aggregation value. The discussion gradually extends to moral, national security, and information efficiency issues.
The core of the controversy lies in whether war prediction markets should be allowed to exist.
Summary of Different Positions
Supporters: Argue that war prediction markets are similar to oil futures, useful for hedging real economic risks while providing information aggregation for the public.
Opponents: Feel that profiting from war events is morally unacceptable and could incentivize the leakage of sensitive information, thus should be subject to stricter regulation or even restrictions.
When prediction markets touch on sensitive topics like war, the boundaries between ethics, regulation, and information value become increasingly blurred. How to balance information efficiency and public trust remains a significant issue the industry needs to face.
2. Mainstream Ecological Dynamics
[Solana Ecosystem]
1. Solana's Stablecoin Trading Volume Hits $65 Billion in February, Setting a New Record
Official data from Solana revealed that stablecoin trading volume in February reached $65 billion, surpassing any other blockchain network and more than doubling previous records. Grayscale's report indicated that this data has adjusted for interferences such as internal smart contract trading, bot behaviors, and high-frequency trading.
At the same time, Backpack founder Armani Ferrante emphasized that basic knowledge of computer science remains indispensable in the AI era. He advises developers to systematically learn fundamental knowledge like programming languages, computer architecture, matrix optimization, Fourier transforms, calculus, and linear algebra to build new technical abstraction layers in the AI era.
The community broadly views this data as a signal of Solana's leading position in payment and capital market infrastructure. Some comments suggest this marks a gradual migration of the financial system onto the chain, further amplifying the potential for the overlay of AI infrastructure; while others point out that understanding underlying technology will still determine the boundaries of ecological development. As the comments suggest: "AI will not make programming knowledge obsolete, just as interpreted languages didn't cause compiled languages to vanish."
Overall, this data highlights Solana's role as a high-performance network infrastructure in the stablecoin and AI agent ecosystem, potentially accelerating the migration of institutional-grade payment and capital markets to the chain.
2. cottonxbt: Solana Lacks Its "Own Saylor"
Crypto user cottonxbt questioned on social media: Bitcoin has Michael Saylor, Ethereum has Tom Lee, BNB has CZ, so who is Solana's iconic evangelist?
Responses from the community included toly (Anatoly Yakovenko), mert, etc., while others believe Solana intentionally avoids forming a single central figure to maintain the decentralized structure of the ecosystem. Some users jokingly referred to names like Epstein or Kilroy.
The overall discussion leans towards the idea that this phenomenon reflects Solana's decentralized narrative advantage to some extent, meaning "no single point of failure." Some comments suggest that toly has indeed taken on a similar role, but the ecosystem still needs more long-term evangelists; while others believe this reflects Solana's brand narrative is still immature.
The lack of a prominent figure reinforces the decentralization characteristics of the infrastructure but may also bring brand narrative uncertainty, potentially impacting the pace of institutional entry and user perception.
[ETH / Base]
1. Brian Armstrong: Coinbase Holds Over 12% of Global Crypto Assets
Coinbase CEO Brian Armstrong stated that the company currently serves thousands of financial institutions, holding more than 12% of global crypto assets and providing custody support for most U.S. spot crypto ETFs.
At the same time, Coinbase announced upgrades to its Coinbase Prime platform, including: 24/7 futures and perpetual contract trading; customizable trading interface; cross-margin and portfolio margin management; integrated spot, futures, financing, custody, and derivatives services.
The platform emphasizes its accumulated experience and infrastructure capabilities in the institutional service sector over the past decade.
The community generally views this figure as a signal that institutional-grade custody and trading infrastructure are gradually maturing. Some comments suggest this further strengthens Coinbase’s trust barrier and industry status; others point out that a unified cross-margin mechanism could significantly enhance capital efficiency and TVL scale for institutions. As commented: "Trust is expensive."
This custodial share indicates that the pace of institutional funds entering the crypto market is accelerating and may drive the evolution of on-chain financial infrastructure in the Base ecosystem in the long run.
2. Sir_Damilare: 8 Months Ago Couldn’t Live Without CEX, Now Using USDC on Base in Multiple Countries
Base ecosystem user Sir_Damilare shared a personal experience saying that 8 months ago he still used centralized exchanges at least once a week, but has now fully transitioned to the on-chain ecosystem.
He stated that currently, he can use USDC for consumption in multiple countries through products developed on Base, including: USDC cards that support global consumption; direct USDC payment tools; local currency exchange services.
These products have expanded to over 20 countries and support cross-border consumption scenarios.
The community generally sees this case as a signal of the gradual grounding of the Base on-chain economy. Some comments suggest this marks the expansion of the developer ecosystem globally and promotes the practical utility of crypto payments; while others note that diversified products are gradually addressing pain points in real payment scenarios. As the comments state: "One step at a time."
This change in user behavior reflects the potential of Base as an L2 network in the payment and developer ecosystem and may encourage more emerging market users to enter the on-chain economic system.
[Perp DEX]
1. Lighter Has Repurchased 7.48 Million LIT Since TGE, About 3% of Circulation
Perp DEX protocol Lighter disclosed that since its token generation event (TGE), the protocol has cumulatively repurchased 7.48 million LIT through a daily programmatic repurchase mechanism, accounting for about 3% of the current circulating supply.
The project party stated that all value generated by Lighter's products and services belongs entirely to LIT holders. The protocol is based on custom ZK circuits and achieves low-cost, low-latency digital asset trading on Ethereum L2, supporting verifiable matching and settlement.
The community generally views the repurchase as a signal of increased deflationary pressure on the token economy model. Some comments believe that the repurchase mechanism strengthens value capture but still requires higher transparency; others question whether the revenue distribution methods are clear enough, as one comment stated: "How is this value distributed? Or can we just trust you?"
The continuous repurchase mechanism helps to reinforce Lighter’s sustainability within the Perp DEX sector, but the uncertainties surrounding revenue distribution pre-TGE could still impact holder trust and ecological development.
2. Muyao: Crypto Perp Becomes the Only Open Window for Pricing Middle East Situations
As the Iran conflict enters its second week, significant fluctuations have occurred in the perpetual contracts for oil, gold, and silver on Hyperliquid. The crypto market is gradually becoming the only open window for traders to price geopolitical risks in real-time, as traditional financial markets cannot achieve 24-hour continuous trading.
This observation is based on Bloomberg reports and emphasizes the new role of crypto Perp in the global risk pricing system.
The community generally believes this reflects the unique infrastructural value of crypto perpetual contracts in global event pricing. Some comments assert platforms like Hyperliquid have taken the lead over traditional markets in real-time access and weekend trading; others point out that funding rates can more accurately reflect hedging demands. As one comment put it: "The funding rate of perpetual contracts is the cleanest signal."
As geopolitical risks continue to exist, crypto Perp may gradually evolve into an institutional-grade risk pricing tool, driving user behavior towards real-time, decentralized trading systems.
免责声明：本文章仅代表作者个人观点，不代表本平台的立场和观点。本文章仅供信息分享，不构成对任何人的任何投资建议。用户与作者之间的任何争议，与本平台无关。如网页中刊载的文章或图片涉及侵权，请提供相关的权利证明和身份证明发送邮件到support@aicoin.com，本平台相关工作人员将会进行核查。
