Crypto Morning Brief: TRUMP Team to Host Banquet for Holders, Backpack Plans TGE This Month

marsbitPubblicato 2026-03-13Pubblicato ultima volta 2026-03-13

Introduzione

Crypto Morning Brief: Key updates from March 13 include a speech by SEC Commissioner Atkins advocating for streamlined regulation and innovation exemptions for tokenized equities. BlackRock launched its first staked Ethereum ETF (ETHB), offering both ETH exposure and staking rewards. The TRUMP token team announced a summit and banquet for top token holders in April 2026. Backpack confirmed its TGE is scheduled for March 23. Avantis introduced a token buyback and burn program using 30% of daily trading fees. In AI and tech, Perplexity unveiled "Personal Computer," an AI-integrated Mac mini, while Tencent responded to data scraping allegations related to ClawHub. Funding highlights include Cryptio raising $45M for crypto accounting software, Oro Labs securing $100M for AI procurement automation, and Eightco Holdings completing a $125M round with investments in OpenAI and Beast Industries. Market analysis and opinion pieces covered topics like AI narrative arbitrage, the evolution of crypto exchanges, Bitcoin treasury strategies, and talent polarization in AI.

Author: Deep Tide TechFlow

Yesterday's Market Dynamics

US Initial Jobless Claims for the Week Ending March 7: 213K, Expected 215K

US initial jobless claims for the week ending March 7 were 213,000, compared to an expectation of 215,000; the previous figure was revised from 213,000 to 214,000.

SEC Commissioner Atkins Speaks: Advocates for Regulatory Slimdown, Supports Innovation Exemption for Equity Tokenization

According to the SEC website, US Securities and Exchange Commission (SEC) Commissioner Paul S. Atkins delivered a speech at the Investor Advisory Committee's annual meeting on March 12, focusing on three key issues.

First, reducing unnecessary disclosure burdens, promoting the "minimum effective dose regulation" principle, emphasizing that rules should be materiality-focused and flexibly adjusted based on company size; also suggesting extending the applicability period of the "IPO on-ramp" provision in the JOBS Act to encourage more small and medium-sized enterprises to go public.

Second, opposing the SEC's indirect intervention in corporate governance through "comply or explain" disclosure requirements, deeming such "shame-based regulation" beyond the SEC's authority, and asserting that governance decisions should be made by shareholders and directors themselves.

Third, commenting on equity security tokenization, stating that tokenization can improve settlement efficiency, reduce settlement risk, and cut intermediary layers, and revealing that the SEC will consider introducing an innovation exemption mechanism to support limited trading of specific tokenized securities and gather experience for formulating a long-term regulatory framework.

BlackRock Launches First Ethereum ETF with Staking Functionality

According to CoinDesk, BlackRock's iShares Staked Ethereum Trust ETF (ETHB) officially began trading on Nasdaq on March 13, Beijing time. This is BlackRock's third crypto ETF and the first product to incorporate Ethereum staking functionality. ETHB will hold spot ETH and stake a portion of its holdings, allowing investors to gain exposure to ETH price movements while earning staking rewards. The fund's management fee is 0.25%, with an introductory preferential rate of 0.12% for the first $2.5 billion in assets. BlackRock's total assets under management for crypto-related products currently stand at approximately $130 billion.

TRUMP Token Team to Host Banquet on April 25 for Top 297 TRUMP Token Holders

According to the GetTrumpMemes website, the TRUMP token team will host a Crypto & Business Summit and Banquet at Mar-a-Lago in Palm Beach, Florida, on April 25, 2026. US President Donald Trump will attend and deliver the keynote speech.

The event uses a holdings ranking mechanism. The top 297 qualified participants based on holding points will be eligible to attend. Among them, the top 29 VIP users will additionally receive exclusive access to a private reception with Trump and other guests, along with VIP front-row seating.

Backpack Announces TGE on March 23

According to an official announcement, Backpack announced its Token Generation Event (TGE) will be on March 23.

Avantis Announces Launch of AVNT Token Buyback and Burn Program

According to an official announcement on platform X, Avantis announced the launch of the AVNT token buyback and burn program. 30% of daily trading revenue (including opening fees, closing fees, and profit fees) will be used to repurchase and burn AVNT tokens on the open market. This mechanism is now officially active. The official statement indicated that the percentage of fees allocated for buybacks is expected to increase to over 50% following future protocol efficiency upgrades, anticipated to be implemented by the end of Q2 2026.

Tencent Responds to "Mass Scraping of ClawHub" Allegations: Only Pulled 1GB of Data from Official Source with Non-Concurrent Requests

Tencent's AI X account, Tencent AI (@TencentAI_News), responded to community allegations regarding "mass scraping of ClawHub," stating: "Hello Peter, we understand your concerns. SkillHub is a localized skills platform built by Tencent based on the OpenClaw ecosystem, aiming to provide better skill availability and speed for Chinese users.

We are transparently stating that we operate as a local mirror site and always attribute ClawHub as the data source. In the first week of launch, we handled 180GB of traffic for users (870k downloads), while only pulling 1GB of data from the official source (via non-concurrent requests).

Many members of our team are active contributors (code and PRs), and we are eager to support the ecosystem and become better sponsors."

Previous reports indicated that the community accused Tencent's platform SkillHub of mass scraping all skill data from OpenClaw's official skill marketplace, ClawHub, and importing it into its own platform. Peter Steinberger called on Tencent to provide some support rather than unilaterally consuming resources.

Perplexity Launches New Product 'Personal Computer,' Enabling 24/7 Cross-File, Cross-Application, and Cross-Session Operations

According to an official disclosure by AI search startup Perplexity, the company has formally announced the launch of 'Personal Computer.' This product, based on a continuously running Mac mini, deeply integrates Perplexity's AI capabilities with local devices, enabling 24/7 operation and supporting cross-file, cross-application, and cross-session operations.

Perplexity has now opened a waitlist application for the first batch of users and will provide corresponding support and resources to early users.

Crypto Accounting Startup Cryptio Completes $45 Million Series B Funding Round Led by BlackFin Capital Partners

According to a Fortune report, crypto accounting startup Cryptio announced the completion of a $45 million Series B funding round led by BlackFin Capital Partners and Sentinel Global, with participation from 1kx, BlueYard Capital, and Ledger Cathay Capital. Cryptio provides software for enterprise digital asset tracking, crypto loan management, and blockchain asset monitoring. It currently has 110 employees and over 450 clients, including stablecoin issuer Circle and the blockchain subsidiary of Société Générale.

AI Procurement Automation Startup Oro Labs Completes $100 Million Series C Funding Round Led by Goldman Sachs

According to a Fortune report, Silicon Valley AI procurement automation startup Oro Labs announced the completion of a $100 million Series C funding round led by Goldman Sachs Growth Equity and Brighton Park Capital, with participation from existing investors Norwest Venture Partners, B Capital, XYZ Capital, and Felicis. This brings the company's total funding to $160 million. Oro Labs' "procurement orchestration platform" uses AI technology layered on top of enterprises' existing ERP and procurement systems, providing compliance review and process automation services for Fortune 500 clients like Coca-Cola, Pfizer, and Novartis.

Eightco Holdings Announces Completion of $125 Million Funding Round Led by Bitmine

According to PR Newswire, Eightco Holdings (NASDAQ: ORBS) announced the completion of a $125 million funding round. Bitmine (NYSE: BMNR) led with $75 million, with ARK Invest and Payward (Kraken's parent company) each committing $25 million. Other investors include Pantera, Coinfund, GSR, and other institutions. The company simultaneously disclosed a completed $50 million strategic investment in OpenAI and a $25 million investment in MrBeast's Beast Industries, while maintaining holdings in Worldcoin and Ethereum. Bitmine Chairman Tom Lee joined the ORBS board, and ARK Invest Chief Futurist Brett Winton joined as a board advisor.

Market Trends

Recommended Reading

Meta Acquires Moltbook: 42 Days, A Perfect Narrative Arbitrage

This article details the journey of an AI platform called Moltbook from its launch to its acquisition by Meta within 42 days, revealing the phenomenon of "narrative arbitrage" in the AI industry. Moltbook was an experimental platform generating code via AI assistants, specifically designed for AI agents. The article explores how narratives are excessively hyped in tech circles, how valuations are driven, and how retail investors often become the ultimate "bag holders" in this process.

Conversation with Bitget CEO & Dragonfly Partner: BTC at $60-70K is a Good DCA Opportunity, CEX is Moving Towards an "All-in-One" Endgame

This article primarily discusses the trend of cryptocurrency exchanges transforming into "Universal Exchanges" (UEX), along with the current state and future direction of the cryptocurrency market. Through a dialogue with Bitget CEO Gracy Chen and Dragonfly Capital partner Rob Hadick, it provides an in-depth analysis of tokenized assets, the application of AI technology in crypto trading, and the impact of geopolitics and macroeconomics on the market.

Strive Buys Strategy Stock: Bitcoin Treasury Companies Begin Interlocking Investments

This article describes how a company named Strive raised funds by issuing preferred shares (SATA) to purchase Bitcoin and preferred shares (STRC) issued by another Bitcoin-holding company, Strategy. This model of mutual investment is termed "interlocking" (套娃), and its core logic relies on the continuous rise of Bitcoin's price; otherwise, the entire chain could be at risk. Strive currently holds 13,311 Bitcoin, worth approximately $930 million, but its stock price has plummeted 97% from its high. Both companies are doubling down on Bitcoin investments, but this strategy carries significant market volatility risks.

3 Million to Snag a PhD, Post-95s Are Already "Old": AI Recruitment is "Burying" the Middle Layer

This article explores the current state of the job market in the artificial intelligence (AI) field, revealing that while the rapid development of the AI industry creates high-salary opportunities, it also leads to talent polarization and the squeezing out of the middle layer. The article analyzes the talent demand, hiring trends in AI sector, and the resulting social issues.

You're Still Installing OpenClaw, This Company Has Already Built an AI Computer

This article primarily introduces a company named Perplexity and its latest product, "Personal Computer"—a system that deeply integrates AI functionality into a Mac mini, designed to automatically complete user tasks through AI models rather than merely providing answers. The article also discusses the current state of the AI industry and the challenges faced by Perplexity.

Domande pertinenti

QWhat is the key feature of BlackRock's new iShares Staked Ethereum Trust ETF (ETHB)?

AIt is BlackRock's first Ethereum ETF to incorporate a staking function, allowing investors to gain exposure to ETH's price and earn staking rewards.

QWhat event is the TRUMP token team hosting for its top holders, and who is the special guest?

AThe TRUMP token team is hosting a Crypto & Business Summit and Banquet on April 25, 2026, at Mar-a-Lago in Palm Beach, Florida, with former President Donald Trump as the keynote speaker.

QWhat did SEC Commissioner Paul S. Atkins propose regarding equity security tokenization?

AHe stated that tokenization can improve settlement efficiency, reduce settlement risk, and cut out intermediaries. He also revealed the SEC is considering an innovation waiver to support limited trading of certain tokenized securities to gather experience for a long-term regulatory framework.

QWhat is the main purpose of the new product 'Personal Computer' launched by Perplexity?

AIt is a Mac mini-based system that deeply integrates Perplexity's AI capabilities with local devices, enabling it to run 24/7 and perform cross-file, cross-application, and cross-session operations to automate user tasks.

QHow much funding did the crypto accounting startup Cryptio raise in its Series B round and who were the lead investors?

ACryptio raised $45 million in a Series B funding round led by BlackFin Capital Partners and Sentinel Global.

Letture associate

Send a Message to Transfer Coins? Telegram to 'Stuff' a Crypto Wallet into 1 Billion Users This Summer

Telegram founder Pavel Durov has announced that a native, non-custodial wallet called Gram wallet will be built into every Telegram app this summer. This move aims to provide instant, fee-free cryptocurrency transfers for the platform's over 1 billion monthly active users. Durov described it as the largest deployment of a non-custodial crypto wallet in history. The new wallet, developed by Telegram itself, differs fundamentally from the existing third-party @wallet bot. It will be non-custodial from the start, meaning users will control their private keys. Following the announcement, the GRAM token (formerly Toncoin) saw a price increase of approximately 8%. This initiative is part of Telegram's renewed control over the TON blockchain and its "Make TON Great Again" roadmap, marking a return to the project after a 2018 SEC lawsuit. The launch comes as other super-apps like X Money and Meta are also expanding into digital payments, with Telegram opting for a crypto-native approach. However, key details remain unclear, including the exact launch date beyond "this summer," how the promised zero fees will be implemented technically, and how asset support and private key management will work for mainstream users.

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Hyperliquid’s HIP-4 proposal fuels HYPE staking as long-term conviction grows

Hyperliquid has proposed the HIP-4 upgrade to expand from perpetual futures into a broader, permissionless infrastructure layer for on-chain applications, requiring deployers to stake 500,000 HYPE to launch new markets. This shift aims to enable developers to build on its platform, a strategy backed by growing long-term investor conviction. Evidence includes a major trader staking millions in HYPE instead of taking profits, with total staked tokens reaching 43.9% of the supply, reducing available tokens and strengthening network security. Market metrics like high open interest and balanced funding rates suggest measured, non-speculative trader positioning. Sustained growth in protocol revenue, TVL, and governance participation further supports the positive outlook, contingent on continued user adoption and successful upgrade execution.

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7 Months After the Collapse of Huiwang, Southeast Asia's Escrow Platforms Undergo a Major Reshuffle

Following the collapse of Huione Pay—dubbed the "Alipay of Southeast Asia"—seven months ago, the region's underground financial guarantee platform sector is undergoing a significant reshuffle. This power vacuum has been swiftly filled by emerging platforms such as XinBi, Tiger/Navigator, JinBei (renamed JinBo), Dali/Tiancheng, and FullyLight. These platforms, operating largely via Telegram and offering services like escrow for illicit transactions, have absorbed the vast user base and markets left behind by Huione. While positioning themselves as "trust intermediaries," their primary clientele consists of networks involved in online scams, money laundering, illegal gambling, and even human trafficking. For instance, the Tiger/Navigator platform explicitly provides "escrow" services for kidnapping-for-ransom operations ("强押车交易"). Data underscores the immense scale: Huione alone processed over $103 billion in cryptocurrency payments and facilitated over $31 billion through its escrow market before its downfall, linking it to Cambodia's notorious Prince Group. Since its collapse, competitors have seen explosive growth. For example, the XinBi platform has accumulated over $1.6 billion in total USDT revenue, while platforms like NewPay, OkPay (under Dali), and FullyLight Wallet collectively processed over $4.8 billion in USDT in a single year. This ecosystem thrives in regions like Cambodia and Myanmar, where regulatory gaps allow these platforms to act as critical financial infrastructure for sprawling cybercrime industries, from scam compounds to online casinos. The article concludes that the moniker "Southeast Asian Alipay" is a misnomer, obscuring the platforms' fundamental role in enabling serious criminal enterprises rather than representing legitimate financial innovation.

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The Changing Landscape: What Are Crypto VCs Experiencing?

Title: The Shifting Landscape of Crypto Venture Capital The era of dedicated crypto venture capital funds is undergoing a significant transformation. Once essential for navigating the sector's complexity and high risk, these specialized funds are now facing an identity crisis as the market matures. This shift mirrors historical patterns in other specialized investment classes like cleantech and SPACs, where initial information advantages dissipate as technologies become mainstream and integrated into existing industry frameworks. The article argues that crypto is reaching a critical inflection point, transitioning from a "building phase" to an "integration phase." Major players like Stripe, BlackRock, and Visa now engage with crypto not for its novel mechanics but as a foundational financial infrastructure. Their needs—regulatory compliance, banking partnerships, distribution channels—align with traditional fintech, a domain easily understood by large, generalist funds like Sequoia and Founders Fund. This evolution creates a "barbell effect" within the VC landscape. On one end are massive, diversified platforms that can incorporate crypto as one vertical among many. On the other are small, nimble funds focused on niche, experimental projects. The middle ground—medium-sized dedicated crypto funds—is being squeezed out. Their typical fund size makes it impossible to generate sufficient returns solely from early-stage crypto bets, yet they cannot compete with giants for later-stage deals. Consequently, leading crypto-native firms like Paradigm and Framework Ventures are expanding into AI, robotics, and other sectors, driven partly by LP pressure for better returns amid a broader VC DPI crisis. Others, like Dragonfly and a16z, have narrowed their crypto focus predominantly to financial infrastructure like stablecoins, reframing the sector's core narrative. For crypto entrepreneurs, this consolidation presents challenges. While generalist funds offer larger checks and broader resources, crypto projects now compete fiercely with AI for attention and capital within these firms. Furthermore, the long-term, non-commercial foundational work that built the ecosystem—funded by dedicated crypto VCs—is less likely to attract generalist capital focused on direct returns. The conclusion is that "crypto investor" as a standalone category is becoming obsolete, akin to "internet investor." Crypto is becoming a baseline infrastructure layer. The future will see a barbell structure: large-scale growth financing handled by generalist funds, while pioneering, speculative projects are funded by small, specialized vehicles. The dedicated crypto funds of the 2017-2021 boom, which incubated core infrastructure, are giving way to this new, bifurcated reality.

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As Consensus Accelerates, What Are Young Investors Betting On?

Title: As Consensus Forms Faster, What Are Young Investors Betting On? In the rapid evolution of tech investment, a new generation of young investors is navigating a landscape where AI, robotics, commercial aerospace, and quantum computing are advancing simultaneously. Traditional investment logic based on financial models is giving way to a need for deep technical understanding and the ability to act before industry consensus forms. An analysis of trends from the "WAIC FUTURE TECH" list of young investment leaders reveals key shifts in focus. The first major trend is the movement of AI from the digital screen into the physical world. Investment is shifting from large language models and chatbots towards embodied AI, robotics, AI hardware, and edge computing. While demonstrations generate excitement, the real challenge lies in achieving scalable, reliable, and cost-effective delivery in complex real-world environments like factories and logistics. Success depends not just on algorithms but on the integration of sensors, actuators, and control systems. Second, the competitive focus for large models is moving beyond raw capability toward building an "intelligence flywheel." The goal is to create self-reinforcing systems where user interaction generates data, improving the model, which in turn enhances the user experience and attracts more engagement. Companies that successfully embed AI into workflows to create these closed-loop systems can build lasting value that isn't easily erased by the next model upgrade. Third, facing a potential bottleneck in high-quality human-generated data, investors are looking at new underlying technologies. Reinforcement learning and self-play, as demonstrated by AlphaGo Zero, offer paths for AI to generate its own experience. Scientific foundation models, which aim to build general AI capabilities for fields like life sciences and materials discovery, represent a non-consensus direction that could unlock new frontiers of knowledge and data. Finally, in deep-tech areas like quantum computing, commercial aerospace, and space-based infrastructure, patient capital is essential. These fields have long, uncertain development and validation cycles involving complex engineering, supply chains, and regulations. Investment here requires a long-term view, focusing on foundational team capabilities and the eventual emergence of market demand, even if commercial returns are distant. Collectively, these trends illustrate how young investors are adapting to a new era. They are learning to make earlier, technically-informed judgments, balance hype with real-world viability, and provide the patient capital needed to build the deep-tech foundations of the future.

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