Crypto Morning Brief: Meta Acquires Moltbook, Nvidia Plans to Launch NemoClaw

marsbitPublished on 2026-03-11Last updated on 2026-03-11

Abstract

Crypto Morning Brief: Meta acquires Moltbook, Nvidia plans to launch NemoClaw U.S. Defense Secretary announced plans for high-intensity strikes against Iran. The IEA proposed its largest-ever oil reserve release to curb rising prices. The first "Lobster Conference" on AI agents will be held in Shanghai in March 2026. In tech and crypto news, Meta acquired Moltbook, terms undisclosed. SolanaFloor was acquired by Jito and resumed operations. Kraken's xStocks platform launched a points program, hinting at a potential token. Nasdaq partnered with Seturion to advance tokenized settlement in Europe. China's national internet emergency center issued a security risk warning for OpenClaw AI agents, recommending enhanced security measures for deployment. Nvidia plans to introduce an open-source AI agent platform named NemoClaw, targeting enterprise use without hardware restrictions. Peter Thiel's Founders Fund is nearing a $6 billion raise for its new growth fund. Tencent is reportedly building a new AI agent for its WeChat app. Recommended reads include analysis on Bitcoin as AI's native currency, a market summary of volatile oil prices and a stable crypto market, and perspectives on how AI and institutional capital are transforming crypto.

Author: Deep Tide TechFlow

Yesterday's Market Dynamics

US Defense Secretary Announces "Highest Intensity" Strikes Against Iran

According to Jinshi Data, on the 10th local time, US Defense Secretary Haggeseth stated that the US military would launch the "highest intensity" strikes of this military operation against Iran that day. Haggeseth said at a press conference, "Today will once again be the day of our highest intensity strikes against targets inside Iran." The US military will deploy the largest number of fighter jets and bombers in this military operation to strike Iranian targets based on intelligence that is "more precise and of higher quality than ever before." Haggeseth also stated that Iran's missile launches hit a new low in the past 24 hours.

US Media: IEA Proposes Largest-Ever Release of Oil Reserves

According to the Wall Street Journal, informed sources revealed that the International Energy Agency (IEA) has proposed the largest-ever release of its oil reserves to curb the soaring crude oil prices driven by the war between the US-Israel and Iran. Officials stated that the amount of oil released this time would exceed the 182 million barrels of oil released by IEA member countries in two batches during the Russia-Ukraine conflict in 2022. The proposal was discussed at an emergency meeting of energy officials from the 32 IEA member countries on Tuesday. Countries are expected to decide on the proposal on Wednesday. If no one objects, the proposal will be approved; but even one country's objection could delay the plan. Affected by this news, WTI crude oil fell below $82/barrel, down 5.20% on the day.

First "Lobster Conference" to be Held in Shanghai on March 15

According to the Shanghai Municipal Commission of Economy and Informatization, the first "Lobster Conference" will be held from 13:00 to 18:00 on March 15, 2026, at the MoSu Space in Xuhui District, Shanghai. The event revolves around the AI agent OpenClaw, covering concept explanations, technical demos, live hands-on sessions, and results demonstrations. Participants include Chuanyang Technology, Baidu Intelligent Cloud, StepStar, and others. The goal of the event is to enable participants to build their own AI agent system from 0 to 1.

Meta Acquires Moltbook, Terms Not Disclosed

According to AXIOS: Meta has acquired Moltbook; terms were not disclosed.

SolanaFloor Resumes Operations After Acquisition by Jito

Solana ecosystem news service SolanaFloor announced that it has been acquired by Jito and has resumed operations with the support of the Jito Foundation, while still maintaining complete editorial independence. Updates on the editorial structure, commercial products, and team will be announced later. Previously, SolanaFloor announced it would cease operations after its parent company suffered a fund theft incident and explored but failed to find a way to continue operating.

Kraken's Tokenized Stock Platform xStocks Launches Points Program, Hinting at Potential Ecosystem Token Issuance

According to CoinDesk, xStocks, a tokenized stock platform associated with Kraken, announced the launch of the xPoints rewards program for traders, liquidity providers, and DeFi developers. Users can earn points by trading tokenized US stocks, providing liquidity, or participating in DeFi applications. In the crypto market, points programs are often seen as a precursor to token issuance, but xStocks has not officially announced any token plans yet.

Nasdaq Partners with Boerse Stuttgart's Seturion to Advance Tokenized Settlement in Europe

According to The Block, Nasdaq has partnered with Seturion, a tokenized settlement platform under Boerse Stuttgart Group, to promote the application of securities tokenization in Europe.

The collaboration will connect Nasdaq's European trading venues to Seturion's blockchain platform, supporting the trading and settlement of tokenized securities. The initial focus is on structured products, with plans to expand to more asset classes and market participants in the future. The Seturion platform supports all asset classes across public and private chains.

Roland Chai, President of Nasdaq European Market Services and Head of Digital Assets, stated that tokenization offers a transformative opportunity to address inefficiencies in settlement and securities processing.

National Internet Emergency Center Issues OpenClaw Security Risk Warning

The National Internet Emergency Center issued a security risk warning for the OpenClaw application. Previously, due to improper installation and use of the OpenClaw agent, some serious security risks have emerged. It is recommended that relevant organizations and individual users take the following security measures when deploying and applying OpenClaw: 1. Strengthen network control by not exposing OpenClaw's default management port directly to the public internet, and implement security management for access services through identity authentication, access control, and other security measures.

Strictly isolate the runtime environment using technologies like containers to limit OpenClaw's excessive permissions; 2. Enhance credential management, avoid storing keys in plain text in environment variables; establish a complete operational log audit mechanism; 3. Strictly manage plugin sources, disable automatic updates, and only install signed and verified extensions from trusted channels. 4. Continuously monitor patches and security updates, and promptly perform version updates and install security patches.

Nvidia Plans to Launch Open-Source AI Agent Platform NemoClaw

According to WIRED, Nvidia plans to launch an open-source AI agent platform called NemoClaw. The platform allows enterprise software companies to deploy AI agents for their employees to perform tasks. Sources say the platform does not restrict the use of Nvidia chips.

Nvidia has pitched the product to companies like Salesforce, Cisco, Google, Adobe, and CrowdStrike, seeking to establish partnerships. The platform will provide security and privacy tools, and partners may gain free early access by contributing to the project.

Peter Thiel's Founders Fund Nearing $6 Billion Fundraising for Fourth Growth Fund

According to TechCrunch, Founders Fund, the venture capital fund led by PayPal co-founder Peter Thiel, is nearing the completion of fundraising for its fourth growth fund, Founders Fund Growth IV, with total capital commitments reaching $6 billion. Informed sources revealed that external investor demand exceeded the fund's capacity, with about $1.5 billion coming from Founders Fund's partners.

The Information: Tencent Building New AI Agent for WeChat App

According to The Information: Tencent is building a new AI agent for the WeChat app.

Market Dynamics

Recommended Reading

Conversation with Mark Yusko: Is the Crypto Winter Half Over? Bitcoin to Become the Native Currency of the AI Era

This article delves into the value of Bitcoin, its price volatility, and its potential in the future financial system. By comparing Bitcoin with gold, it analyzes Bitcoin's advantages as a store of value and discusses why AI agents choose Bitcoin as a payment method. Additionally, the article addresses the centralization risks of the current financial system and how Bitcoin can address these challenges.

March 10 Market Summary: The Wildest Day in Oil History, US Stocks V-Shaped Reversal

This article describes the sharp drop in oil prices on March 10, the strong rebound in US stocks, and the stable performance of the cryptocurrency market. Trump hinted that the war is nearing its end, the Strait of Hormuz reopened, and market sentiment shifted from panic to optimism.

Former Binance Labs Executive: Under the Impact of AI + Institutions, the Crypto Industry Will Look Very Different in Two Years

This article explores the current transformation of the crypto industry, pointing out that institutional capital and artificial intelligence (AI) are the two major structural forces driving change. The article argues that the era of token speculation is ending, and the future winners will be licensed infrastructure companies with real revenue that can serve AI Agents. Stablecoins and zero-knowledge proof technology are considered the core of the future crypto industry.

Virtuals and Ethereum Foundation Jointly Release ERC-8183: A Trustless On-Chain Commerce Protocol

This article introduces the ERC-8183 standard, jointly proposed by Virtuals Protocol and the Ethereum Foundation's dAI team, which aims to establish a trustless on-chain commerce protocol for economic interactions between AI Agents. The article details the design principles, core functions, key concepts, and potential application scenarios of the standard, emphasizing its symbiotic relationship with ERC-8004 (Agent Identity and Reputation Standard). Through ERC-8183, Agents can achieve open, trustless commercial transactions, promoting the development of a decentralized AI economy.

IOSG: On-Chain Yield Panorama, Evolution from Yield-Bearing Stablecoins to Crypto Credit Products

This article delves into the trend of the crypto industry entering the application era, analyzes the performance of on-chain yield products in bull and bear markets, introduces the growth of yield-bearing stablecoins and their impact on the market, and discusses the risk stratification and future development direction of on-chain yield products. Additionally, the article mentions the on-chain yield model of real-world assets (RWA) and how institutions can obtain on-chain yields through end-to-end services and crypto credit products.

Related Questions

QWhat major acquisition did Meta announce, and what details were disclosed about the terms?

AMeta announced the acquisition of Moltbook, but no terms of the deal were disclosed.

QWhat is NemoClaw, and which companies has NVIDIA pitched this platform to?

ANemoClaw is an open-source AI agent platform planned by NVIDIA that allows enterprise software companies to deploy AI agents for tasks. NVIDIA has pitched it to companies including Salesforce, Cisco, Google, Adobe, and CrowdStrike.

QWhat significant action did the U.S. Defense Secretary announce regarding Iran?

AU.S. Defense Secretary Lloyd Austin announced that the U.S. military would launch the 'highest-intensity' strikes of its military operation against Iran that day, using the largest number of fighter jets and bombers based on highly precise intelligence.

QWhat was the proposed action by the International Energy Agency (IEA) to address soaring oil prices, and what was the market reaction?

AThe IEA proposed releasing the largest oil reserves in its history to curb soaring prices caused by the war. This proposal, reported by the Wall Street Journal, caused WTI crude oil to fall below $82 a barrel, down 5.20% for the day.

QWhat security measures did China's National Internet Emergency Center recommend for OpenClaw users?

AThe center recommended: 1. Strengthening network controls and not exposing OpenClaw's default management port to the public internet. 2. Isolating the runtime environment and restricting excessive permissions using container technology. 3. Enhancing credential management and avoiding storing keys in plain text in environment variables. 4. Strictly managing plugin sources, disabling auto-updates, and only installing signed extensions from trusted channels. 5. Applying patches and security updates promptly.

Related Reads

Suspected 4th Coldcard attack wave sweeps 389 Bitcoin: Galaxy’s Thorn

Coldcard hardware wallet users are facing a new wave of coordinated attacks targeting a firmware flaw, with researcher Alex Thorn flagging 218 recent transactions moving approximately 389 Bitcoin from potentially impacted addresses. The attack pattern shows a high rate of transactions targeting unique victim addresses, differing from previous waves. The vulnerability, which causes affected devices to generate weaker wallet seeds, is estimated to have impacted over 1,100 wallets, leading to around $90 million in Bitcoin stolen. Thorn advises affected users who control their keys may attempt to move funds with a higher-fee transaction before the attacker's transactions are confirmed.

cointelegraph3m ago

Suspected 4th Coldcard attack wave sweeps 389 Bitcoin: Galaxy’s Thorn

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Bitcoin Miners Are Waving the White Flag, But Their Stocks Are Soaring

Bitcoin miners are capitulating as evidenced by a sustained drop in network hash rate and a record-steep 19.9% decline in mining difficulty, signaling the shuttering of unprofitable machines. However, in a significant divergence from historical patterns, the stocks of publicly traded mining companies have soared, with one major player gaining over 430% in the past year, even as BTC's price fell roughly 46%. This surge is largely attributed to these companies pivoting toward the more lucrative AI narrative. Simultaneously, miners face a structural squeeze. Daily block reward revenue in BTC terms has hit a new all-time low following the latest halving, with current dollar-denominated daily revenue around $30 million compared to a longer-term average of ~$40 million. Fee revenue remains negligible, covering less than one block's subsidy over a 28-day average and accounting for only about ten minutes of the network's daily security budget. This capitulation cycle is unique: miner stress and crypto price weakness have decoupled due to alternative revenue streams (AI), while the long-term reliance on increasing bitcoin prices to offset shrinking subsidies continues, with fee income still far from filling the impending gap.

marsbit7m ago

Bitcoin Miners Are Waving the White Flag, But Their Stocks Are Soaring

marsbit7m ago

Will the Fed Definitely Raise Interest Rates in September? How Will Crypto and U.S. Stocks Withstand the Pressure?

The market's expectation for a September Fed rate hike surged dramatically in early August, jumping from under 50% to over 80% within a week. This shift followed a contentious July FOMC meeting, where a 9-3 vote to hold rates revealed growing dissent from hawkish members advocating for an immediate hike to combat persistent inflation. The primary catalyst for this repricing is rising oil prices, driven by renewed geopolitical tensions around the Strait of Hormuz, which threaten global supply. Energy costs directly influence inflation metrics, making the upcoming July CPI report (due August 12th) a critical data point. If it shows inflation reaccelerating, the probability of a September hike will solidify. For Bitcoin and crypto assets, this is typically bearish news. Bitcoin continues to behave as a high-beta, liquidity-sensitive risk asset. A rate hike raises the opportunity cost of holding non-yielding assets and could drive capital toward money markets, pressuring crypto prices in the short term. However, historical patterns suggest that if a hike is perceived as the end of a tightening cycle rather than the start, any negative price impact may be brief. U.S. stocks, particularly crypto-linked equities like Coinbase and growth-oriented tech stocks, are also vulnerable. Higher rates increase discount rates in valuation models, putting pressure on high-multiple companies. This coincides with a pivotal tech earnings season where investor focus has shifted from massive AI capital expenditure to tangible revenue and cash flow generation. Companies with negative cash flow and weak growth narratives could face heightened volatility if borrowing costs rise in September. In summary, a September Fed hike has evolved into a mainstream market scenario. Key factors to watch are oil prices, the July CPI report, and Fed communications, which will determine the final decision and its impact on volatile crypto and equity markets.

marsbit7m ago

Will the Fed Definitely Raise Interest Rates in September? How Will Crypto and U.S. Stocks Withstand the Pressure?

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A 'Overlooked' Market Event: Joint US-Japan-South Korea Intervention, Rare US Treasury Involvement, and Bessent's Quiet 'Market Rescue'?

Summary: The United States, Japan, and South Korea executed their largest coordinated foreign exchange intervention in nearly 30 years. The action targeted depreciation pressure on the Japanese yen and South Korean won. This move is seen as a significant effort by the US to stabilize the financial markets of its key allies and prevent the spillover of risks. Key details: * Japan reportedly intervened on July 30 using approximately 8.45 trillion yen (about $52.8 billion). South Korean authorities also intervened that day, selling dollars to support the won. * Notably, the US Treasury Department intervened directly in yen markets for the first time in roughly 30 years. The New York Fed, reportedly acting on behalf of the Treasury, sold euros to buy yen via Goldman Sachs and Morgan Stanley on July 31. Analysts view the use of the euro-yen pair as a way to alleviate yen pressure without adding selling pressure to the US dollar. * Prior to the action, the New York Fed conducted "rate checks" on both USD/JPY and EUR/JPY, a newer signaling tool that falls between verbal and physical intervention. The intervention is interpreted as going beyond traditional currency stabilization. Analysts, such as Michael Hartnett of Bank of America, suggest it resembles a "Price Keeping Operation" for the AI era. The core US objectives are perceived to be: 1. Preventing rapid yen depreciation from triggering a sharp rise in Japanese government bond yields. 2. Containing financial stress from spreading across Asian markets like South Korea and Japan. 3. Reducing the risk of disorderly capital flows impacting the US bond market. This coordinated action underscores the importance of Japan and South Korea as critical partners in the US semiconductor and AI supply chain. Stabilizing their financial markets is seen as vital to mitigating risks to the broader tech industry and the US market itself. The intervention coincides with market pressures, including the KOSDAQ index hitting a low since October 2022. While seen as a move to control volatility, some analysts caution it may not fundamentally reverse existing market trends.

marsbit11m ago

A 'Overlooked' Market Event: Joint US-Japan-South Korea Intervention, Rare US Treasury Involvement, and Bessent's Quiet 'Market Rescue'?

marsbit11m ago

Will the Federal Reserve Definitely Raise Interest Rates in September? How Will Cryptocurrencies and US Stocks Bear the Pressure?

In early August 2024, market expectations for a September Federal Reserve rate hike surged dramatically, from below 50% to over 80%, driven by renewed inflation concerns. This shift followed a contentious July FOMC meeting where a 9-3 vote to hold rates revealed a growing hawkish faction advocating for an immediate hike, citing prolonged above-target inflation. The key catalyst is escalating conflict near the Strait of Hormuz, which has pushed oil prices up approximately 20% in July, threatening to reignite inflation. The next critical data point is the July CPI report on August 12th; a hot reading could solidify hike expectations. For crypto assets, particularly Bitcoin, this represents near-term pressure. Bitcoin continues to exhibit high-beta, risk-on characteristics, making it sensitive to tightening liquidity and higher opportunity costs. However, historical precedent suggests that if a hike is perceived as the cycle's end rather than its start, the negative impact may be brief, with markets quickly pivoting to anticipate future rate cuts. U.S. stocks, especially crypto-linked equities like Coinbase and high-valuation tech stocks, face amplified volatility. Higher rates increase discount rates in valuation models, pressuring growth stocks. This coincides with a pivotal tech earnings season where investor focus has shifted from massive AI capital expenditures to demonstrable revenue and cash flow generation. Companies with negative cash flows and weak growth narratives could see severe pressure if a September hike materializes, as financing costs would rise. Key indicators to watch include oil prices, upcoming inflation data, and Fed commentary at events like the Jackson Hole symposium.

Odaily星球日报11m ago

Will the Federal Reserve Definitely Raise Interest Rates in September? How Will Cryptocurrencies and US Stocks Bear the Pressure?

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