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Macro and Regulation

Milestone Guidance Released: SEC and CFTC Join Forces, Cryptocurrency Space Says Goodbye to the "Everything is a Security" Era

The U.S. SEC and CFTC jointly released a 68-page new guideline, clarifying that most crypto assets are not securities, providing a legal moat for mainstream assets like Bitcoin. Regulatory direction is becoming clearer, and market compliance discounts are expected to disappear, ushering in a new era of certainty for the cryptocurrency industry.

Over 40,000 Bitcoins Purchased in a Week, Strategy Plays Fixed Income Games with STRC

The STRC, a financing tool aiming at stable returns, has successfully packaged the highly volatile Bitcoin into a fixed income tool favored by traditional finance, continuously attracting funds from Wall Street, becoming a new growth flywheel for Strategy.

List of Cryptocurrency Projects Closed, Transitioned, or Bankrupt by 2026

Since Q1 2026, over 20 projects have announced closures/transitions/bankruptcies.

IOSG: Transition of Power Flexibility Paradigm, from Macro Assets to Distributed Intelligence Layer

The power flexibility market is at a structural turning point, with a surge in demand for AI data centers and pressure on the grid creating new opportunities. This explores how the crypto-native DePIN model can revolutionize the power market and provide core support for AI and energy transition.

AI Observations

The AI Industry Has Its Own Satoshi Nakamoto--Jensen Huang

The token that was once seen because of belief can now be seen without belief.

Private Equity's "Detroit Becomes Human" Moment: What Remains for Human Fund Managers When AI Takes Over Alpha?

AI is accelerating the replacement of financial practitioners, with private equity firms using AI researchers such as OpenClaw to reduce costs and increase efficiency, and quantitative firms have moved towards multi-agent factories without human intervention. In the face of an efficiency revolution, what is the value of human researchers? This article discusses how AI is reshaping the competitive landscape of asset management.

Full Text of Jensen Huang's GTC Speech: The Era of Inference Has Arrived, Lobsters Are the New Operating System

Jensen Huang reveals "Token Factory Economics" and the trillion-dollar demand for AI computing power, detailing the 350-fold performance leap of the Vera Rubin system and how agents redefine the future workplace.

Institutional and Celebrity Insights

OKX Ventures: Analyzing the AI Agent Economic Infrastructure (Part One) – x402, ERC-8004, and Virtuals

OKX Ventures' in-depth research report reveals the path to the explosion of AI Agent economics, focusing on three core protocols: x402 payment layer, ERC-8004 trust layer, and Virtuals business layer, analyzing how applications like OpenClaw build autonomous economies.

From Binance to Middle Eastern Listed Company CIO: Bill Qian Talks About the Intersection of Crypto, AI, and Geopolitics

On-the-ground observations from Dubai, the duality of Bitcoin, AI bubbles, and asset allocation in chaotic times.

Dialogue with U.S. Treasury Secretary Scott Bessent, Deconstructing "World Imagination" Under the Macroeconomic Fog of 2026

U.S. Treasury Secretary Scott Bessent shares his macro investment philosophy: how to challenge 85% of market consensus, seeking excess returns amidst bond markets and geopolitical conflicts, and disclosing for the first time his "lifeguard" survival rules and sci-fi thinking background.

Dialogue with Hyperliquid Founder: The Crypto Industry Lacks Talent, What It Lacks Is Awe and Execution Power for "Financial Sovereignty"

How to build decentralized global financial infrastructure through on-chain mechanisms like zero internal trading and automatic destruction. Discussing how key modules like HyperEVM and HIP-3 realize the vision of "Financial On-Chain," challenging traditional centralized models.

Seizing Opportunities

Overview of Alliance's Latest 18 Graduating Projects: Who Will Be the Next Pump.fun?

Alliance Incubator ALL16 period results announced, focusing on stablecoin payments, AI applications, prediction markets, and RWA tokenization, 18 startups lead the next wave of blockchain innovation.

Founders' "First Aid Guide": Globally Renowned Accelerator Programs You Can Apply for in 2026

Accelerators include Y Combinator, a16z Speedrun, Sequoia Arc, etc.

Using AI for Weather Forecasting, Earning $200 a Day Lazily

Last Friday, Polymarket launched a daily maximum temperature prediction market for Shanghai Pudong Airport. I built a prediction system over the weekend and made $200.

After Institutional Support and Price Increase, Reassessing the True Value of Bittensor's 128 Subnets

Approximately 3600 TAO (about $960,000) is allocated daily across all subnets, with the top ten controlling about 56% of the share.

Practical Guide to Prediction Markets: How to Use OpenClaw to Connect to Polymarket and Hyperliquid

A step-by-step guide to using OpenClaw to connect to Hyperliquid and Polymarket, letting AI place orders for you.

Web3 Matters

Revisiting RWA: Nearly 50,000 People Have First-Time On-chain Transactions Not with Bitcoin, but Trading Indices and Crude Oil via Hyperliquid

RWA is not just about Trading and Holding; it is also creating new downstream demand: on-chain stock options, on-chain stock lending markets...

Pump.fun Joins the Billion Dollar Club, How Much Business Is Left in the "MEME ATM" Now?

Pump.fun's cumulative revenue has surpassed $1 billion, firmly sitting at the top of the Solana MEME track. This article深入剖析Pump.fun、GMGN等头部平台现状，揭示MEME市场正加速向头部集中，分化日益明显的行业格局。

Hyperliquid "Invades" Wall Street: On-chain Whales' Paradise, Facing Compliance Pressure

Hyperliquid is迎来"出圈时刻", decentralized pricing power has become the focus of discussion on Wall Street, with many whale players flooding in. However, as the volume of on-chain transactions continues to expand, the balance between decentralized innovation and compliance regulation has also become an unavoidable challenge.

Wall Street Accelerates On-chain: Nasdaq Approved Tokenization Pilot, S&P 500 Makes First Official Entrance

The SEC officially approved Nasdaq's pilot trading of tokenized stocks, and the S&P 500 index is authorized for launch on Hyperliquid for the first time. Traditional financial giants are accelerating the push for asset on-chain, and the era of tokenized stocks is accelerating opening.

Virtual Real Estate Victims' Testimony: My $1.2 Million is Now Only $6,400

The Metaverse real estate bubble has burst, with digital real estate magnates recounting the painful history of investment. From a peak of $1.2 million to a salvage value of $6,400, an in-depth analysis of the "diamond hands" mentality and pitfalls of NFT and virtual land investment.

Key Information

• Jupiter Has Launched Pre-IPO Stock Token Trading Functionality

• Cryptocurrency Exchange Gemini Has Laid Off About 30% of Its Employees Since the Beginning of the Year

• Six Countries Issue Joint Statement: Prepared to Take Measures to Ensure the Safety of the Strait of Hormuz

• Animoca Brands Has Invested in AVAX Tokens, Aiming to Promote Avalanche's Expansion in Asia and the Middle East

• The Bank of England Has Decided to Keep the Interest Rate at 3.75% Unchanged

• The Bank of Japan Has Decided to Remain Steady

• The Federal Reserve Still Maintains the Expectation of Lowering Rates Once in 2026

• FTX Will Redistribute $2.2 Billion to Creditors Starting March 31

• The Federal Reserve Announces to Keep the Interest Rate Unchanged, In Line with Market Expectations

• Analysis: Strategy Increased Its Bitcoin Holdings Using Preferred Stocks as the Main Financing Tool Last Week

• Hyperliquid HIP-3 Market's Unsettled Contract Volume Reached $1.43 Billion in One Day, Setting a Record

• U.S. SEC and CFTC Release New Cryptocurrency Guidelines, Clarifying Most Digital Assets Are Not Securities

• Iran Has Designated Several Substitute Candidates for Key National Positions, Following the Confirmation of the Death of the Secretary of the Supreme National Security Council

• DAO Governance Platform Tally Will Shut Down Operations, Citing Regulatory Relaxation Weakening Decentralization Demand

• Sharplink: Staked 493 ETH Last Week, Cumulative Staked Earnings Reach 15,464 ETH

• Analysis: If Strategy Wants to Hold 1 Million Bitcoins by Year-End, It Needs to Increase Holdings by About 6,158 Bitcoins Weekly

• The Ministry of Commerce Responds to "The U.S. Launches 301 Investigation Against China and 15 Other Economies": Has Raised Concerns with the U.S.

• The 315 Gala Exposes AI Large Models "Being Poisoned," Brainwashing AI Has Become an Industry Chain

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