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

marsbitPubblicato 2026-03-11Pubblicato ultima volta 2026-03-11

Introduzione

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.

Domande pertinenti

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.

Letture associate

OpenAI Post-Training Engineer Weng Jiayi Proposes a New Paradigm Hypothesis for Agentic AI

OpenAI engineer Weng Jiayi's "Heuristic Learning" experiments propose a new paradigm for Agentic AI, suggesting that intelligent agents can improve not just by training neural networks, but also by autonomously writing and refining code based on environmental feedback. In the experiment, a coding agent (powered by Codex) was tasked with developing and maintaining a programmatic strategy for the Atari game Breakout. Starting from a basic prompt, the agent iteratively wrote code, ran the game, analyzed logs and video replays to identify failures, and then modified the code. Through this engineering loop of "code-run-debug-update," it evolved a pure Python heuristic strategy that achieved a perfect score of 864 in Breakout and performed competitively with deep reinforcement learning (RL) algorithms in MuJoCo control tasks like Ant and HalfCheetah. This approach, termed Heuristic Learning (HL), contrasts with Deep RL. In HL, experience is captured in readable, modifiable code, tests, logs, and configurations—a software system—rather than being encoded solely into opaque neural network weights. This offers potential advantages in explainability, auditability for safety-critical applications, easier integration of regression tests to combat catastrophic forgetting, and more efficient sample use in early learning stages, as demonstrated in broader tests on 57 Atari games. However, the blog acknowledges clear limitations. Programmatic strategies struggle with tasks requiring long-horizon planning or complex perception (e.g., Montezuma's Revenge), areas where neural networks excel. The future vision is a hybrid architecture: specialized neural networks for fast perception (System 1), HL systems for rules, safety, and local recovery (also System 1), and LLM agents providing high-level feedback and learning from the HL system's data (System 2). The core proposition is that in the era of capable coding agents, a significant portion of an AI's learned experience could be maintained as an auditable, evolving software system.

marsbit18 min fa

OpenAI Post-Training Engineer Weng Jiayi Proposes a New Paradigm Hypothesis for Agentic AI

marsbit18 min fa

Your Claude Will Dream Tonight, Don't Disturb It

This article explores the recent phenomenon of AI companies increasingly using anthropomorphic language—like "thinking," "memory," "hallucination," and now "dreaming"—to describe machine learning processes. Focusing on Anthropic's newly announced "Dreaming" feature for its Claude Agent platform, the piece explains that this function is essentially an automated, offline batch processing of an agent's operational logs. It analyzes past task sessions to identify patterns, optimize future actions, and consolidate learnings into a persistent memory system, akin to a form of reinforcement learning and self-correction. The article draws parallels to similar features in other AI agent systems like Hermes Agent and OpenClaw, which also implement mechanisms for reviewing historical data, extracting reusable "skills," and strengthening long-term memory. It notes a key difference from human dreaming: these AI "dreams" still consume computational resources and user tokens. Further context is provided by discussing the technical challenges of managing AI "memory" or context, highlighting the computational expense of large context windows and innovations like Subquadratic's new model claiming drastically longer contexts. The core critique argues that this strategic use of human-centric vocabulary does more than market products; it subtly reshapes user perception. By framing algorithms with terms associated with consciousness, companies blur the line between tool and autonomous entity. This linguistic shift can influence user expectations, tolerance for errors, and even perceptions of responsibility when systems fail, potentially diverting scrutiny from the companies and engineers behind the technology. The article concludes by speculating that terms like "daydreaming" for predictive task simulation might be next, continuing this trend of embedding the idea of an "inner life" into computational processes.

marsbit20 min fa

Your Claude Will Dream Tonight, Don't Disturb It

marsbit20 min fa

Duan Yongping's Bottom-Fishing in CoreWeave Is Turning into a Battleground for Bulls and Bears

CoreWeave's Q1 2026 earnings report has intensified the ongoing bull-bear battle over the AI infrastructure stock. While revenue doubled year-over-year to $2.08B and the firm's remaining performance obligation (RPO) surged to nearly $100B, its net loss more than doubled to $740M. The critical point of contention is profitability: while adjusted EBITDA margin was a robust 56%, the adjusted operating margin collapsed to just 1% due to soaring infrastructure and sales costs. A weaker-than-expected Q2 revenue guidance further triggered an 11.4% single-day stock drop. The bull thesis hinges on CoreWeave's massive order backlog, deep strategic ties with NVIDIA (as a customer, investor, and key supplier), and a diversified client base now including Anthropic and Meta. The bear case focuses on the "scale at all costs" model, where expanding revenue leads to wider losses, ballooning debt ($25B), and massive capital expenditures ($6.8B in Q1). Insider selling by executives contrasts with a notable new investor: Chinese investor Duan Yongping initiated a small position (0.12% of his portfolio) in Q4 2025 near the stock's lows. The coming Q2 report is seen as a key test for management's promise of a profit margin recovery.

marsbit27 min fa

Duan Yongping's Bottom-Fishing in CoreWeave Is Turning into a Battleground for Bulls and Bears

marsbit27 min fa

China's Version of 'Tech Burning Man' Debuts in Shanghai, muShanghai Creates a Global Geek 'Pop-up City'

From May 10 to June 6, 2026, the inaugural muShanghai "Pop-up City" experiment, dubbed China's version of a "tech Burning Man," launched in Shanghai. Co-organized by the international open-source community The Mu and the Hongqiao Alibaba Center, this 28-day event aimed to build a global "parallel city" for geeks, attracting over 800 participants from more than 50 countries, including former OpenAI engineers and startup founders. The program featured four themed weeks: AI Week, Biotech Week, Robotics Week, and Culture Week, hosting nearly 100 sessions like ClawCon 2026. Activities ranged from discussions on AI safety and consumer apps to robot battles and cyberpunk culture, culminating in large outdoor "Innovator Marketplaces." A core principle was "Build in Public," encouraging open sharing of projects and progress. Hongqiao Alibaba Center served as the co-host and primary venue, positioning itself as a first-stop hub for international talent in China. The event marks a significant step for The Mu community, which has previously organized similar pop-up cities in Argentina and San Francisco, in bringing its model of immersive, collaborative innovation to China. It aims to be a key window for global科创 (scientific and technological innovation) exchange.

marsbit27 min fa

China's Version of 'Tech Burning Man' Debuts in Shanghai, muShanghai Creates a Global Geek 'Pop-up City'

marsbit27 min fa

CLARITY Act: Banking Trade Groups Push For Yield Agreement Revision – Details

US banking trade groups are urging revisions to the stablecoin yield compromise in the upcoming CLARITY Act ahead of a key committee markup. The Act currently aims to ban all passive, deposit-like interest on stablecoins to prevent competition with traditional bank savings, while allowing rewards tied to active uses like staking or transactions. In a letter, groups including the American Banking Association and Bank Policy Institute proposed stricter language to eliminate perceived loopholes for passive yield and prevent deposit flight from banks. However, these efforts are reportedly viewed as minor by some lawmakers. The Senate Banking Committee is scheduled to mark up the bill on May 14, a critical step before it can advance through Congress.

bitcoinist13 h fa

CLARITY Act: Banking Trade Groups Push For Yield Agreement Revision – Details

bitcoinist13 h fa

Trading

Spot
Futures
活动图片