深潮TechFlow
深潮TechFlow|Mar 16, 2026 01:10
Crypto Morning Post: Ethereum Foundation sells 5000 ETH to BitMine, with large unlocking of ZRO, BARD, ARB and other tokens this week Author: Deep Tide TechFlow Market News Yesterday, Trump said that he will not reach a ceasefire agreement with Iran temporarily. According to Caixin News Agency, US President Trump said on March 14th local time that Iran has expressed willingness to negotiate a ceasefire, but the conditions currently proposed are "not good enough", so the United States will not reach an agreement with Iran to end the war temporarily. Trump said in an interview, "Iran wants to reach an agreement, but I don't want it now because the conditions are not good enough." He didn't specify the negotiation conditions, but said any agreement must be "very solid" and hinted that Iran must completely abandon its nuclear program. When talking about military action, Trump stated that the strikes by the United States and Israel have severely weakened Iran's military capabilities. He stated that the US military has destroyed most of Iran's missiles, drones, and related production facilities, and stated that the relevant capabilities will be completely destroyed within two days. Trump also confirmed that the US military has launched an attack on the Iranian oil export hub of Halk Island. He stated that the US has "almost completely destroyed the island," but deliberately avoided damaging critical energy pipelines to prevent reconstruction from taking years. Israeli military spokesperson: The military operation against Iran will continue for at least three more weeks. According to CNN, the Israeli Defense Forces military spokesperson stated that the military operation against Iran will continue for at least three more weeks, and there are still thousands of targets waiting to be struck. Israeli Defense Forces spokesperson Defrin said, "We still have thousands of targets ahead. We are prepared, coordinated with our American allies, and the action plan covers at least the Jewish Passover (about three weeks later). After that, we have more in-depth plans lasting for more than three weeks." Defrin said that the Israeli Defense Forces are not working according to a timetable, but to achieve their goals. He added that Israel's goal is to 'severely weaken the Iranian regime'. International Energy Agency: Oil from emergency reserves will soon begin to flow into global markets. According to a report by Jin10, the International Energy Agency (IEA) stated that oil from emergency reserves will soon begin to flow into global markets, with inventories from Asian and Oceanian countries immediately available for use, and inventories from Europe and the Americas available by the end of March. Governments have pledged to release 271.7 million barrels of crude oil from strategic oil reserves, 116.6 million barrels of crude oil from mandatory industry reserves, and 172.2 million barrels of oil from member countries in the Americas. Of the planned oil releases, 72% are crude oil and 28% are petroleum products. Analysis: An address that received 7400 ETH from Tornado led the collateral clearing event for CAKE and THE tonight. According to on chain analyst Yu Jin's monitoring, an address that received 7400 ETH from Tornado (hacker?) led the collateral clearing event for CAKE and THE tonight, causing Venus to incur a clearing deficit of approximately $2.15 million (1.18 million CAKE+1.84 million THE). The hacker received approximately $5.07 million in funds from Venus (2172 BNB+1.516 million CAKE+20 BTC): 1. The address first received 7400 ETH from Tornado through addresses 0x7a7... 234, and then deposited it into Aave's mortgage loan of $9.92 million. including USDT, DAI, USDC) and then transferred to multiple wallets for purchasing THE. 2. Around 8 pm tonight, he should have raised THE prices in CEX (he had deployed multiple orders before). Then use two wallets to deposit 36.1 million THE coins into Venus and lend out assets such as BTC, BNB, CAKE, etc. 3. 40 minutes later, THE's price plummeted (most likely due to his long and short positions), and his collateral on Venus was liquidated, driving THE's price further down. In the end, all the collateral for these two wallets was cleared, but there were still approximately $2.15 million (1.18 million CAKE+1.84 million THE) of loans outstanding, which became a deficit for Venus. Overall, he borrowed 9.92 million US dollars, but the assets borrowed from Venus were only worth 5.07 million US dollars. Although he did not make any profit on the chain alone, it is speculated that he led THE's decline through on chain clearing, thereby making his position in CEX profitable. The Ethereum Foundation has sold 5000 ETH to BitMine for operational and activity funds. The Ethereum Foundation has announced that it has sold 5000 ETH through over-the-counter (OTC) trading at an average price of $2042.96, with BitMine as the counterparty and a total value of approximately $10.38 million. This sale provides funding for the foundation's core operations and activities, including protocol research and development, ecosystem development, community funding, and more. WLFI launches' Super Node 'program, locking $5 million in tokens to get team' direct access opportunity '. According to Reuters, World Liberty Financial, a cryptocurrency project related to the Trump family, has launched a graded staking mechanism. Investors who lock up approximately $5 million (50 million WLFI tokens) for 180 days will be listed as' Super Nodes' and will have priority access to negotiate cooperation with the project's business development team and executives. The proposal was voted on last Thursday, and according to the World Liberty website, 99% of the votes were in favor, totaling 1786 votes. Reuters was unable to independently verify the above data. World Liberty spokesperson David Wachsman stated that the "super nodes" are granted "priority access rights" rather than the "guaranteed direct access rights" mentioned in the previous proposal, and the access is limited to business development and compliance teams, without involving any founders. Aave released an analysis of the "loss of $50 million from buying AAVE" event: the reason was due to insufficient liquidity rather than slippage. Aave released a post analysis of the Swap event: "On March 12, 2026, a user performed a token exchange operation through the CoW Swap router integrated into the Aave interface. The user attempted to exchange 50432688 aEthUSDT (worth approximately $50.4327 million) for aEthAAVE. Due to the unusually large volume of user orders in a illiquid market, CoW Swap's quote was extremely poor, and the user confirmed acceptance of the quote. It should be noted that the Aave protocol itself has never been at risk, as this exchange occurred outside of the protocol and was conducted through the third-party Swap protocol mentioned above. Currently, the relevant users have not yet contacted the Aave team. The key to this incident lies in the lack of market liquidity, not slippage. Insufficient liquidity refers to the inability to provide sufficient assets at a specific price in the market to meet large orders, resulting in significant price deviations. The user orders far exceed the available market liquidity, and the CoW Swap quotation has been 99.9% lower than the expected market clearing price. The unfavorable result is due to the user confirming the quotation, rather than price changes during the execution process. The fundamental reason for this incident is that large transactions are routed in a market with insufficient liquidity, leading to extreme price shocks. The user executed the transaction after confirming a clear warning on the interface. To prevent similar incidents, Aave Shield will be introduced in the Swap widget: by default, it blocks exchanges with price shocks exceeding 25%, and users need to manually close it to execute high-risk trades. The transaction incurs a handling fee of approximately $110368, which will be refunded after user verification. According to the official interface, the Polymarket encryption sector has added price forecasts for DOGE, BNB, and HYPE. Coinbase and Bybit are in talks for an investment cooperation agreement. According to Wu, Coinbase, the largest cryptocurrency exchange in the United States, is in talks with Bybit, the world's second-largest offshore exchange, to enter the US compliance market. Three relevant sources confirmed this news to Wu. Earlier, ICE invested in offshore exchange OKX at a valuation of $25 billion, and it is expected that Bybit's valuation may be similar to OKX. Michael Saylor has released Bitcoin Tracker information again, or hinted at increasing his holdings in BTCStrategy. Michael Saylor, founder of BTCStrategy, has released Bitcoin Tracker related information again. According to the previous pattern, Strategy always discloses its increase in Bitcoin holdings the day after the release of relevant news. This week, ZRO, BARD, ARB and other tokens will receive large-scale token unlocking. Token Unlocks data shows that ZRO, BARD, ARB and other tokens will receive large-scale token unlocking this week; ARB will unlock tokens worth approximately $9.65 million on March 16th, accounting for 1.78% of the total circulation; ZK will unlock tokens on March 17th, worth approximately $3.4 million, accounting for 2.97% of the total circulation; BARD will unlock tokens on March 17th, worth approximately $32.43 million, accounting for 11.09% of the total circulation; ZRO will unlock tokens on March 20th, worth approximately $55.53 million, accounting for 5.64% of the total circulation; YZY will unlock tokens on March 19th, worth approximately $6.8 million, accounting for 4.90% of the total circulation; BR will unlock tokens on March 19th, worth approximately $4.15 million, accounting for 68.45% of the total circulation; LISTA will unlock tokens on March 20th, worth approximately $2.9 million, accounting for 6.17% of the total circulation; PIXEL will unlock tokens on March 19th, worth approximately $1.05 million, accounting for 3.57% of the total circulation; KAITO will unlock approximately 18 million tokens worth around 6.3 million US dollars on March 20th, accounting for 5.19% of the total circulation. Recommended reading for market trends: The person who left at the peak of NFT and is now the most secretive winner behind OpenClaw. This article introduces Alex Atallah's entrepreneurial experience. He seized the characteristics of market dispersion in the NFT and AI fields and established two successful aggregation platforms, OpenSea and OpenRouter, which respectively occupy important positions in the NFT and AI model fields. His success is attributed to his forward-looking vision and ability to occupy key market nodes. Vitalik wrote a proposal to teach you how to secretly use AI big models. This article describes Vitalik's proposal called "ZK API Usage Credits", which uses zero knowledge proofs to achieve anonymous calling of AI big models without exposing user identities. However, it is still in the research stage and has not yet been implemented. ETFs have had a net return for two consecutive weeks, with on chain gold exceeding 6.1 billion yuan. Cryptocurrency has outperformed the US stock market this week. This article discusses how the cryptocurrency market has shifted from defense to offense, with ETF funds flowing in for two consecutive weeks. On chain gold has grown significantly, and HIP-3 open interest contracts have reached a new high, indicating that investors' interest in hard and cryptocurrency assets has rebounded. Macro uncertainty, geopolitical pressure, and rising oil prices are driving funds towards the cryptocurrency market and tokenized assets. At the same time, the integration of mainstream financial institutions with the cryptocurrency industry is accelerating. Hormuz lockdown for 14 days: Who among the world's 7 largest economies will be unable to withstand it first? This article analyzes the impact of the 14 day blockade of the Strait of Hormuz on global energy markets and major economies, and provides a detailed ranking of countries' vulnerabilities under energy shortages, security vacuum, and diplomatic pressure. It also explores the effectiveness of the International Energy Agency's strategic reserve release, Saudi Arabia's actual ability to bypass pipelines, and the possibility and cost of the United States reopening the strait. 80% of tokens have been broken, and IPO financing has surged 48 times - the transition of cryptocurrency capital has occurred. This article explores major trends in the cryptocurrency industry, including the current status of token issuance, the rise of IPOs, the comparison between equity and tokens, and the acceleration of M&A activities. The article points out that despite the problems in the token market, funds have not left the cryptocurrency field, but have turned to new tracks such as equity and IPOs. The cryptocurrency industry is undergoing a structural shift from token dominance to equity dominance, and will focus more on fundamentals and sustainable development in the future.
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