Will Dubai Become a 'Financial Relic'? An Asian Exchange May Welcome US Backer...

比推Publicado a 2026-03-13Actualizado a 2026-03-13

Resumen

The article discusses recent developments and speculations in the cryptocurrency space, primarily based on discussions among KOLs on the X platform. Key topics include: - The postponement of the TOKEN 2049 Dubai summit to 2027, with speculation that this delay may benefit Hong Kong as a crypto hub. - Rumors of a potential acquisition of an Asian cryptocurrency exchange (hinted to be Bybit) by a U.S. buyer, with comments noting the strategic move for compliance and market expansion, as well as debates about valuation compared to competitors like OKX. - Circle’s reported efforts to distance itself from Canada, leading to a surge in its stock price, alongside discussions about its revenue-sharing agreement with Coinbase and future prospects. - Concerns about liquidity drying up in the altcoin market, with traders shifting focus to major cryptocurrencies like Bitcoin and Ethereum, as well as other investment avenues such as meme coins and U.S. equities. The content emphasizes that these are personal opinions and not investment advice.

Dear readers, hello~

What were the crypto KOLs talking about in the past 24 hours?

Note: The following content is compiled from the X platform, representing personal opinions only, and does not represent the stance of this platform, nor does it constitute investment advice.

TOKEN 2049 Dubai Summit Postponed to 2027, Benefiting Hong Kong?

An Asian Exchange to Welcome a US Buyer?

Popular Replies:

Everyone wants a piece of the juiciest cake in the US, everyone needs to find a big brother;

That's competing for the Chinese-speaking market share;

Bybit seems to be seeking a "compliant backer";

coinbase+base+cex? Solana is drawing circles in the corner again;

Over ten billion is a bit low, because Bybit's spot and futures market leads OK's, being valued lower than OK seems a bit cheap

Circle Wants to Cut Ties with Canada

Popular Replies:

The收益 generated by circle's Arc链上 usdc still needs to be split 50/50 with coinbase, but the agreement expires in 2026 and needs to be renegotiated.

When circle was 50, you were bearish saying it would fall back to the issue price of 30; when circle was 120, you were bullish saying it would rise to 1000. Did you change, or did circle change?

Circle cutting ties with Canada, stock price doubled.

The Altcoin Market with Dried-up Liquidity

Popular Replies:

Making money with altcoins is just the process, losing it all is the结局 for most people;

In this market, you might as well focus on Bitcoin and Ethereum instead of altcoins;

Gold, US stocks, and二级土狗 in the crypto circle have taken away the liquidity that originally belonged to altcoins,叠加 with the大盘回调, where is the liquidity left?

现在的山寨呀,各自走各自的路。 (Nowadays altcoins, each goes its own way.)

Twitter:https://twitter.com/BitpushNewsCN

Bitpush TG Discussion Group:https://t.me/BitPushCommunity

Bitpush TG Subscription: https://t.me/bitpush

Original article link:https://www.bitpush.news/articles/7619642

Preguntas relacionadas

QWhat is the main reason discussed for TOKEN 2049 Dubai Summit being postponed to 2027, and how might this benefit Hong Kong?

AThe article suggests that the postponement of the TOKEN 2049 Dubai Summit to 2027 could potentially benefit Hong Kong, though specific reasons for the delay or direct advantages to Hong Kong are not detailed in the provided content.

QWhich Asian exchange is rumored to be acquiring a U.S. buyer, and what are the speculated motivations behind this move?

ABybit is the Asian exchange mentioned as potentially seeking a U.S. buyer, with motivations including gaining a 'compliance foothold' and accessing the lucrative U.S. market.

QHow did Circle's relationship with Canada change, and what impact did it have on its stock price?

ACircle cut ties with Canada, which reportedly led to a doubling of its stock price, as mentioned in the article's hot replies.

QWhat are the cited reasons for the liquidity drought in the altcoin market according to crypto KOLs?

AKOLs attribute the liquidity drought in altcoins to capital being diverted to Bitcoin, Ethereum, U.S. stocks, and secondary meme coins, compounded by a broader market pullback.

QWhat critical agreement between Circle and Coinbase is set to expire in 2026, and what does it involve?

AThe agreement between Circle and Coinbase, set to expire in 2026, involves sharing the revenue generated from USDC on the Arc chain, with Coinbase currently receiving half of the earnings.

Lecturas Relacionadas

Q2 2026 Bitcoin Valuation: Why $143,000 Remains Achievable?

In Q2 2026, Bitcoin's valuation target of $143,000 remains achievable, representing a potential 2x upside from the current $70,500 price. Despite a 27% decline since Q1, the overall macro environment remains supportive. Global M2 liquidity hit a record $13.44 trillion, though Chinese-driven liquidity (over 60% of growth) has limited access to Bitcoin markets. U.S. monetary policy, a key driver, faced delays due to Iran conflict-induced oil price spikes, pushing March CPI to 3.3% and reducing Fed rate cut expectations. However, the easing direction persists. On-chain metrics show recovery from panic zones, with key resistance at $78,000 (long-term holder cost basis). Institutional flows turned positive, with Bitcoin ETFs seeing net inflows and corporate buying accelerating. Yet, network activity reveals stagnation—active addresses fell 13.2% YoY, suggesting superficial transaction growth. The revised $143K target (down from $185.5K in Q1) applies a -10% adjustment for weak fundamentals (BTCFi ecosystem contraction) and +20% for macro support. Key catalysts include breaking $78K, sustained ETF inflows, and geopolitical stability aiding Fed policy shifts.

marsbitHace 18 min(s)

Q2 2026 Bitcoin Valuation: Why $143,000 Remains Achievable?

marsbitHace 18 min(s)

Goldman Sachs Bows Down, Bitcoin Finally Breaks Through the Gates of Wall Street

Wall Street giants, including Goldman Sachs, Morgan Stanley, Charles Schwab, and the New York Stock Exchange, have reversed their long-standing opposition to Bitcoin and are now actively embracing it. After years of dismissing Bitcoin as a scam, a bubble, or a tool for illicit activities, these institutions are launching Bitcoin ETFs, enabling spot trading, and building dedicated crypto infrastructure. Goldman Sachs, which once called Bitcoin a "fraud tool," is now offering Bitcoin ETFs. Morgan Stanley, which internally banned the term "cryptocurrency," has launched its largest-ever ETF backed by Bitcoin. Charles Schwab has opened spot crypto trading for its retail clients, integrating Bitcoin alongside traditional assets. The NYSE is building robust infrastructure to support digital assets, signaling a long-term commitment. This dramatic shift is driven not by a change in ideology but by economic necessity. As Bitcoin repeatedly survived market crashes and grew into a multi-trillion-dollar asset class, ignoring it became too costly. Wall Street’s business model relies on capturing fees, and Bitcoin’s rise represented a massive wealth transfer occurring outside their ecosystem. The fear of missing out (FOMO) and client demand forced these institutions to capitulate. The article frames this as a historic surrender to Bitcoin’s mathematical inevitability. Unlike the trust-based traditional financial system, Bitcoin operates on decentralized, transparent, and unchangeable rules. Its scarcity and resilience make it a hedge against fiat currency devaluation and systemic risk. The narrative has flipped: not holding Bitcoin is now seen as the greater risk. The author concludes that Bitcoin has not been co-opted by Wall Street; instead, it has co-opted Wall Street, marking a fundamental shift in the global financial architecture.

marsbitHace 1 hora(s)

Goldman Sachs Bows Down, Bitcoin Finally Breaks Through the Gates of Wall Street

marsbitHace 1 hora(s)

Cardano Maintains Lead As Most Actively Developed Network In The Crypto Space

Cardano has emerged as the most actively developed blockchain network in the crypto space, surpassing major competitors like Ethereum, XRP, and BNB Chain in all-time code commits. According to data from Everstake, the network has accumulated over 478,100 commits, reflecting a strong focus on infrastructure upgrades, protocol improvements, and ecosystem expansion. This development activity is seen as a key indicator of long-term fundamental strength, even as ADA’s price remains in a multi-year bear cycle. Analysts suggest that if the bearish trend continues, ADA could drop toward $0.10 by year-end, which may present a strategic buying opportunity for the next bull cycle.

bitcoinistHace 1 hora(s)

Cardano Maintains Lead As Most Actively Developed Network In The Crypto Space

bitcoinistHace 1 hora(s)

OpenAI Launches Workflow Agent, GPTs Begin Countdown

OpenAI has launched Workspace Agents, an evolution of GPTs designed for teams. This new feature allows users to create reusable, shareable agents that automate repetitive workflows. Driven by Codex, these agents operate within their own workspace, can access files, call tools, and run continuously in the background. Users describe a workflow—such as collecting information, making judgments, generating results, and sending outputs—to ChatGPT, which then builds the agent. The entire team can use and refine the agent via ChatGPT or Slack. Once set up, the agent runs autonomously. Workspace Agents are team-shared, code-free, and manageable with predefined permissions and controls. They are suitable for structured, repeatable tasks involving multiple tools and continuous operation, such as software review, feedback整理, report generation, sales follow-up, and risk assessment. The system operates within clear rules, with sensitive actions requiring human confirmation. It aims to transform workflows from being person-dependent to being documented, executable, and reusable—akin to scientific management principles. Competing solutions from Microsoft and Google are also emerging in this space.

marsbitHace 1 hora(s)

OpenAI Launches Workflow Agent, GPTs Begin Countdown

marsbitHace 1 hora(s)

The Richest Fed Chair in History? Three Challenges Kevin Warsh Is About to Face

Kevin Warsh, nominated by Trump as the next Federal Reserve Chair, faces three major challenges as he prepares to take office. With a personal investment portfolio exceeding $130 million, including holdings in crypto protocols and public chains, he is set to become the wealthiest Fed chair in history. Warsh, known for his historically hawkish stance, has recently shifted his position, arguing that AI is a powerful deflationary force that could boost productivity. However, rising CPI and energy prices pose a risk to this outlook. He strongly defended Fed independence, stating that it is eroded not by political pressure but by the institution’s own missteps, such as blurring the lines between monetary and fiscal policy during the 2021-2022 inflation period. Additionally, Warsh advocates for significant balance sheet reduction while potentially cutting rates—a combination that markets find unsettling. He also proposes modernizing inflation measurement with real-time data, including stablecoins and on-chain pricing, to improve policy responsiveness. His confirmation is currently delayed due to a political investigation into current Chair Powell, adding uncertainty to his appointment.

marsbitHace 1 hora(s)

The Richest Fed Chair in History? Three Challenges Kevin Warsh Is About to Face

marsbitHace 1 hora(s)

Trading

Spot

Futuros