Release date: March 11, 2025
Author: BlockBeats Editorial Team

In the past 24 hours, the English-speaking community has shown a complex development trend across multiple dimensions. Mainstream topics focus on the social finance controversy triggered by the upcoming launch of X Money and the discussions around Meta's acquisition of the AI agent social network Moltbook, leading to debates about the "non-human internet." In terms of ecological development, Ethereum's continued discussions on the Tornado Cash case retrial and native Rollup technology exploration have sparked regulatory and technical debates; the Solana ecosystem has further promoted the expansion of on-chain capital market infrastructure through initiatives such as tokenized stocks and upgraded prediction market functionalities.

1. Mainstream Topics

1. X Money Early Public Access Launch Next Month: Elon Officially Announces

Elon Musk announced on his X account that the Early Public Access of X Money will officially launch next month. This payment feature will be directly embedded into the X platform, providing seamless remittance and transfer services. Previously, X has obtained remittance business licenses in several key markets in the U.S., including California and New York, supporting transactions in fiat currencies like the dollar.

The community reaction shows clear polarization. On one hand, many users express excitement about the new feature's launch, believing it will further push the integration of social media and financial services, moving X closer to the goal of being an "Everything App"; on the other hand, there are many voices expressing concern that X's account review mechanism may affect fund safety, particularly for users discussing politically sensitive topics or engaging in "wrong think," who may face account freezing risks, thus raising widespread questions about access to funds.

Supporters see X Money as a revolutionary payment tool, often comparing it to Robinhood Banking and stablecoin payment systems. Supporters believe that this product is expected to accelerate the extension of internet platforms into the financial field, creating a more efficient social-payment integration experience. For example, some users imagine being able to directly use X credit cards for purchases at Costco and other venues in the future.

Critics emphasize that the platform's ban mechanism may jeopardize fund safety. For example, if a user's account is banned for criticizing certain groups or falling victim to a hacking attack, it may be difficult to retrieve funds in a timely manner. Some comments have also pointed out that X's customer service response speed is slow, making it challenging to provide sufficient reliable support on the financial service level, thereby amplifying the financial risks brought about by "wrong think."

From a broader perspective, the structural contradictions between speech censorship mechanisms and fund safety will become increasingly prominent when social media platforms begin integrating financial services. In the absence of independent arbitration mechanisms and rapid recovery processes, issues of account bans, privacy breaches, and fund access rights may pose systemic challenges to user trust.

2. Meta Acquires AI Agent Social Network Moltbook

Meta announced the acquisition of Moltbook, a social network platform designed specifically for AI agents, which is not open to human users. Despite being online for only a few months, Moltbook claims to have about 1.6 million AI users. According to CoinDesk, its founding team will join Meta's Superintelligence Labs to further explore collaboration mechanisms among AIs.

Discussions surrounding Moltbook mainly focus on two issues: whether this product has real active users and whether an AI social network holds long-term value. Supporters believe this is an important attempt at an agent-native social network that could promote the development of AI collaboration models; while critics question the veracity of its user data and argue that the product's design is overly anthropomorphic.

Supporters view this as a visionary acquisition. Even if some user data on the platform is fabricated, once a network effect is created, its "memetic gravity" may still establish a first-mover advantage, helping Meta capture this new field of AI social networks.

Critics argue this resembles more of a talent acquisition than an endorsement of the product itself. Some commentators even suggest that 99% of user data on the platform may be fake, with actual interactions being quite limited, essentially making it a low-quality network consisting of “fake posts.”

There are also views that even if Moltbook's product design is overly anthropomorphic, its "agent-native social" could still play a role in automated research and collaborative tasks. Additionally, this discussion further raises the financial issues for AI agents — fully autonomous AIs cannot open bank accounts and must rely on crypto wallets; whereas AIs serving humans can make payments through traditional fiat systems.

Overall, the social infrastructure for AI agents is still in its very early stages. Currently, there is a lack of truly agent-native design paradigms, with many products still imitating human social structures, which somewhat limits innovation. Meanwhile, when AI agents seek to independently participate in economic activities, their financial infrastructure also faces challenges: traditional fiat systems are difficult to adapt, while crypto, though offering potential solutions, still needs to address regulatory and system integration issues.

3. Claude Code Launches /btw Feature: Parallel Questions During Task Execution Without Interrupting Main Process

Anthropic has launched a new /btw feature for Claude Code. This feature allows users to pose additional questions through a side overlay while Claude executes the main task (e.g., code refactoring). Questions will be handled in a separate parallel thread and answers will return in a floating window, not affecting the execution of the main task, nor will they be written into the main dialogue history. Vercel engineer Lydia Hallie described it as a read-only operation with no tool access rights.

The community response is nearly unanimously positive. Developers generally believe this feature fills a critical gap in the agentic coding workflow: when executing complex tasks, users often need to query additional information, but traditional interaction methods tend to interrupt the main process or pollute context.

Supporters see this as a deeply insightful UX design. Similar to the idea of parallel programming, developers can ask questions in real time during task execution, for example querying the API format while refactoring code, without losing the current context. Some developers particularly appreciate its design that does not pollute the history, believing this significantly enhances multi-tasking collaboration efficiency.

This demand also reveals a deeper issue: traditional AI interaction patterns still lack efficient parallel processing mechanisms in agentic coding scenarios. Users often need to manually switch context or open new terminal windows, which reduces workflow continuity and increases cognitive load in complex tasks.

4. Oracle's Earnings Report Exceeds Expectations with 8% Growth and 44% Year-over-Year Increase in Cloud Revenue: AI Infrastructure Remains Hot

Oracle released its latest earnings report, with overall performance exceeding market expectations, and its stock price rose over 8% in after-hours trading. Among these, cloud business revenue increased by 44% year-over-year, and infrastructure revenue grew by 84%. Market analysts believe this growth is mainly driven by surging demand for AI computing power, resulting in a rapid increase in cloud service contract numbers.

The discussion surrounding the earnings report mainly revolves around one question: is the demand for AI infrastructure genuinely exploding, or is it a new capital bubble?

Supporters argue that Oracle's growth proves that the demand for AI infrastructure is not merely talk. Some comments have linked it to the "AI five-layer cake" (energy–chips–infrastructure–models–applications) structure proposed by NVIDIA CEO Jensen Huang, believing that the entire tech stack is being rebuilt.

Critics, on the other hand, question the actual adoption rate of Oracle Cloud. Some commentators noted they've never seen anyone around them using Oracle Cloud and expressed skepticism that the growth may partially stem from "creative accounting."

From a macro perspective, the expansion of AI infrastructure is highly reliant on massive capital expenditures (capex). If genuine demand does not grow in tandem, over-investment may amplify the risk of a market bubble. Meanwhile, the competition between traditional cloud providers and emerging AI computing systems may reshape the allocation of global computing resources in the coming years.

2. Mainstream Ecological Dynamics

[Ethereum / Base]

1. DOJ Decides to Rehear Tornado Cash Developer Roman Storm This Fall

The U.S. Department of Justice (DOJ) has decided to rehear the case against Tornado Cash developer Roman Storm this fall, concerning the first and third charges in the indictment. Previously, the jury was unable to reach a consensus, leading to the trial being interrupted. The government has submitted a letter requesting to reschedule the hearing, which is expected to last about three weeks, with the proposed time window being from late September to early October 2026, or early December.

This decision comes amid a clear shift in the regulatory environment. The U.S. Treasury previously lifted sanctions against Tornado Cash, and the DOJ has stated it will not pursue criminal liability against mixers based on end-user behavior; the Treasury report also indicated that legitimate users can use mixers to protect their privacy.

The community generally views this case as a typical example of a regulatory signal showing "self-contradiction," questioning the motive to continue pursuing developer responsibility in light of a clear policy shift. Some commentators believe this reflects a disconnect between actual government enforcement and public statements; others think this move may aim to establish a legal precedent for the criminal liability of privacy tool developers. As one community comment noted: "The Treasury has lifted sanctions on Tornado Cash, the DOJ said it will not pursue mixers' responsibility due to end-user crimes, and the Treasury also acknowledges that legitimate users can use mixers to protect privacy. Trump also said 'the war on the crypto industry is over' — so why are they still pursuing @rstormsf?"

This case could further reinforce the legal uncertainty faced by open-source developers in the privacy tool field and prompt the crypto ecosystem to explore more decentralized regulatory responses.

2. Aave V4 Proposes Dual Licensing Framework: Core Code BUSL + Contributor CLA

Aave Labs has proposed a dual licensing framework for the Aave V4 code repository: core code will adopt BUSL (Business Source License), accompanied by a Contributor License Agreement (CLA). This framework aims to establish a clearer governance and intellectual property structure for the project repository while encouraging open-source participation and protecting core commercial values. The relevant proposal has been published on the Aave governance forum and is currently seeking feedback from the community.

The community generally views this move as a signal that DeFi protocols are starting to strengthen intellectual property protection. Some comments believe that this structure can maintain ecological growth while protecting core innovations and prevent core technologies from being overly replicated; others worry that this model might impact the long-term willingness of community developers to participate. Supporters see this proposal as an important step in Aave ecosystem governance: "A proposal contains four key decisions — 100% of product revenue goes to DAO, DAOs are responsible for development funding, V4 becomes the core architecture, and the Aave brand is transferred to the foundation. LFG Aave!"

Overall, this licensing structure could drive DeFi protocols towards a more mature open-source business model, but its long-term impact on community contributions and developer participation still needs to be tested in practice.

3. ethrex Completes Concept Verification for EIP-8079 Native Rollups

The ethrex client has collaborated with the Ethereum Foundation and L2BEAT team to complete the concept verification of EIP-8079 (Native Rollups).

The so-called "native Rollup" integrates L2 verification logic directly into the Ethereum protocol layer, allowing state transitions to be verified directly by Ethereum's execution layer, thus eliminating reliance on zk circuits or fraud-proof mechanisms. This demonstration showcased a complete process, including: L2 block settlement, deposits and withdrawals, contract deployment, cross-layer calls. The project team also released relevant architecture documents, smart contracts, and integration test codes.

The community generally perceives this as a potential simplification of Ethereum's scaling architecture: Rollups can automatically inherit L1 security and upgrade capabilities while reducing complex proof systems. Some commentators believe this will accelerate L2 adoption; others pointed out that the stability of this architecture under high-load scenarios still needs to be validated.

As one developer commented: "This method might simplify the expansion architecture without introducing additional proof layers, it's interesting to see it actually running."

If this design ultimately enters the mainnet, native Rollups could redefine Ethereum's L2 infrastructure, reducing the maintenance costs of complex proof systems. However, compatibility issues arising from protocol layer integration still need long-term running verification.

4. AgentCash Launches: AI Agents Can Invoke 280+ Paid APIs with a Single USDC Account

Merit Systems has launched a new agent payment infrastructure called AgentCash, based on the x402 protocol, Coinbase’s CDP Facilitator and CDP Data API, along with Coinbase Onramp.

This system allows AI agents to access over 280 paid APIs using a single USDC balance, covering services such as Twitter data, image generation, and travel search. Developers can currently obtain $100,000 of free credit for testing. Additionally, resources in x402scan can be added to agent workflows via a single command, but currently only support the Base chain.

The community generally views this as an important step in agent-native payment infrastructure. Supporters believe this mechanism addresses the critical issue of AI automation systems accessing paid resources, enabling agents to autonomously call APIs; however, others believe that the system still needs further validation in terms of security and permission management.

Some comments noted: "Those 280 bundled APIs are just the entry point. The real key is x402scan as an open registry — any agent can discover the resources that require payment without needing humans to configure the API key first."

Overall, the launch of AgentCash could accelerate the independent operation of AI agents in the crypto economy. However, there still exist many unresolved issues in payment protocols, regulatory compliance, and system security.

[Solana Ecosystem]

1. Accelerate USA Miami Event Officially Confirmed

Solana has officially confirmed that the Accelerate USA event will be held in Miami, having previously been slated for New York. The event will open on May 5th and is considered one of the most important developer conferences of the year for the Solana ecosystem. The registration link for the event is now open.

The community generally believes this move will further strengthen the cohesion of the Solana developer community. Some commentators find Miami more appealing, while others joke that this is in line with the long-standing "Miami narrative" formed within the Web3 ecosystem.

This conference could further consolidate Solana's influence in the developer ecosystem, but the actual impact of offline events still depends on developer participation and the subsequent results of project incubation.

2. Jupiter × xStocks: Solana Launches 70+ Tokenized Stocks

Jupiter has partnered with xStocks to launch over 70 tokenized stocks on Solana. Trading is provided through the Atomic RFQ mechanism, ensuring deep liquidity during traditional market hours on weekdays; on weekends, liquidity is provided on-chain through xChange. The system is underpinned by Jupiter Ultra, aiming to build a new on-chain capital market infrastructure.

The community generally views this development as a signal of capital markets gradually moving on-chain. Some comments believe this will promote the integration of RWA with DeFi; while others question the actual need for weekend liquidity. Some comments pointed out: "Capital markets are quietly migrating on-chain. Jupiter is continuing to push forward quickly, while others are still discussing the future."

Tokenized stocks may further propel Solana's development at the intersection of traditional finance and crypto, but compliance issues still require long-term observation.

3. Jupiter Prediction Market Leaderboard Goes Live

Jupiter Prediction Markets has launched a leaderboard feature, displaying users' PnL, prediction counts, and win rates, and supporting weekly rankings. Users can view high-win-rate traders and replicate their strategies.

The community generally believes this feature improves transparency in prediction markets, making it easier to identify excellent traders, and may also enhance user participation. As one comment noted: "Open leaderboard + on-chain prediction market = true transparency. Looking forward to seeing its development on Solana."

The leaderboard mechanism may drive user behavior towards a more data-driven trading model, but the reliability of win rate metrics in long-term trading still needs observation.

[Prediction Market Ecosystem]

1. Kalshi CEO Commits to Compliance at FIA Conference and Advances International Expansion

Kalshi CEO Tarek Mansour stated at the FIA Global Cleared Markets Conference that the company will continue to adhere to the rule of law and regulatory compliance. Additionally, Kalshi announced a partnership with the Brazilian brokerage XP to further its international business expansion. Furthermore, Kalshi co-founder Luana Lopes Lara expressed gratitude to Inc. magazine for its in-depth feature on the company's team.

The community generally believes this series of actions indicates that prediction markets are striving to strengthen their legitimacy and institutional image. Some comments believe this will help advance global expansion; others observe that Kalshi's improvement in public image reflects the industry's gradual entry into the mainstream.

These moves could signal a trend of institutional capital entering the prediction market, but international expansion still faces complex regulatory challenges.

2. 1000x Podcast: Former Vitol Partner Interprets Oil Prices and Macroeconomics

The latest episode of the 1000x Podcast features former Vitol partner Jonah Van Bourg, discussing the potential for oil prices to break $100, the value of tax havens, energy market structure, and asset allocation for 2026. The show analyzes current macroeconomic trends from the perspective of commodity trading and is regarded by many prediction market participants as an important reference for understanding the energy market.

The overall community feedback is positive, with discussions focusing on its insights into oil prices and asset allocation. From a broader perspective, such discussions may influence prediction markets’ long-term expectations for energy and commodity prices, but geopolitical uncertainties still expose related forecasts to high volatility.

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