Author: Deep Tide TechFlow
Yesterday's Market Dynamics
Analyst: 8 of the Top 10 Profitable Polymarket Addresses Betting on "ZachXBT Investigation Event" May Be Insider Addresses
According to monitoring by crypto analyst defioasis.eth(@defioasis), in the betting on the "ZachXBT Insider Investigation Event" on Polymarket, over 3,630 Polymarket addresses bet on "Axiom", with 56.2% of addresses achieving positive profits.
The analyst stated that 8 of the top 10 large-profit addresses could be considered insider addresses, collectively profiting over $1.2 million. These addresses had very few or even only one market transaction.
Among them, address predictorxyz(0x1d9af60c), address 0x054ec2f, and address 0xe56526b profited $411,600, $354,000, and $144,000 respectively, all having traded only in this single market. Additionally, 47 addresses profited between $10,000 and $100,000, with a total profit of $1.34 million. Meanwhile, 2 addresses lost over $100,000, and 50 addresses lost between $10,000 and $100,000.
Trump Media Pledges 2,000 Bitcoin as Collateral to Counterparty, Book Holdings Drop to 9,542 BTC
Arkham analyst Emmett Gallic stated that according to Trump Media's latest 10K financial report, the company has pledged 2,000 Bitcoin as collateral to a counterparty, reducing its Bitcoin holdings from 11,542 to 9,542 BTC. As the counterparty has full autonomy to rehypothecate these assets, Trump Media has removed this portion of Bitcoin from its balance sheet.
Block Plans to Cut Over 4,000 Employees, Nearly Half Its Workforce, Betting on AI for Improvement
According to Cointelegraph, financial services and digital payment company Block, co-founded by Twitter's Jack Dorsey, will cut over 4,000 employees, nearly half its workforce. Jack Dorsey stated this move is related to the rapid development of AI. In a public letter, Dorsey said that the creation and use of AI tools, combined with a smaller, flatter team structure, is enabling a new way of working that fundamentally changes what it means to build and operate a company, and this trend is accelerating rapidly. He chose to act immediately rather than conduct gradual layoffs, believing multiple rounds of layoffs damage morale, focus, and the trust of customers and shareholders. Affected employees will receive 20 weeks' pay, an additional week's pay for each year of service, 6 months of health insurance, company equipment, and a $5,000 transition grant.
ZKsync to Shut Down ZKsync Lite on May 4, 2026
According to The Block, ZKsync officially announced that it will officially stop ZKsync Lite block production on May 4, 2026, permanently freezing the network's final state. As Ethereum's first zero-knowledge rollup, ZKsync Lite, launched in June 2020, primarily supports token transfers, atomic swaps, and NFT minting, but does not include smart contract functionality.
The official stated that this shutdown will not affect other ZKsync products like Era or chains built on the ZK Stack framework. Users are advised to withdraw assets before the deadline for a more convenient experience, but unwithdrawn funds will remain fully claimable after the deadline.
Vitalik Proposes Ethereum Roadmap to Counter Quantum Computing Threats, Covering 4 Areas Including Validator Signatures and Ethereum's Data Availability System
According to Coindesk, Ethereum co-founder Vitalik Buterin proposed a roadmap to protect the blockchain from the long-term risks of quantum computing. This move follows the Ethereum Foundation's establishment of a dedicated post-quantum research team.
Buterin pointed out four key vulnerable areas on platform X: validator signatures, Ethereum's data availability system, everyday wallet signatures, and zero-knowledge proofs used by applications and Layer 2 networks.
The roadmap includes replacing the BLS digital signatures currently used by validators with "hash-based" signatures to resist quantum attacks; updating Ethereum's KZG commitment mechanism for checking and storing transaction data; making wallets more flexible through the planned EIP-8141 upgrade, allowing accounts to switch to quantum-resistant signature types; and utilizing "proof aggregation" technology to bundle multiple signatures and proofs into a single combined proof to maintain cost-effectiveness.
Morgan Stanley Plans to Offer Bitcoin Custody, Trading, Yield, and Lending Services
According to Decrypt, Amy Oldenburg, Head of Digital Asset Strategy at Wall Street giant Morgan Stanley, stated that the bank "absolutely" plans to offer Bitcoin custody and trading services to clients and is developing the related technology in-house.
Oldenburg confirmed at the "Enterprise Bitcoin" conference by Strategy that yield and lending services are also a natural part of its cryptocurrency roadmap. She emphasized that Morgan Stanley needs to build these capabilities internally, rather than just leasing technology, to ensure reliable service for clients.
As a financial institution managing nearly $9 trillion in assets, Morgan Stanley has previously taken several cryptocurrency-related initiatives. Last September, the company confirmed it would offer Bitcoin, Ethereum, and Solana trading services through the E*Trade app. In January this year, Morgan Stanley filed an S-1 registration statement with the U.S. Securities and Exchange Commission for an Ethereum ETF.
Barclays Bank Considers Building Blockchain Platform, May Launch Stablecoin and Tokenized Deposits
According to Bloomberg citing informed sources, Barclays Bank is consulting technology suppliers about creating a blockchain platform to handle processes like payments, exploring the application of digital asset technology in banking services. Barclays Bank has sent a Request for Information (RFI) to potential technology suppliers to assess how to build new products, with possible applications including stablecoins and tokenized deposits. The bank plans to select a supplier as early as April this year.
Figure Releases Full-Year 2025 and Q4 Earnings, Announces $200 Million Stock Buyback Plan
Blockchain asset trading platform Figure Technology Solutions (Nasdaq: FIGR) today announced its full-year 2025 and fourth-quarter financial results. For full-year 2025, the company's consumer loan market transaction volume reached $8.4 billion, a 63% year-over-year increase; net revenue increased 49% year-over-year to $507 million; net profit reached $134 million, a significant 574% year-over-year increase; net profit margin improved to 26.5%, an increase of 21 percentage points year-over-year; adjusted EBITDA increased 148% year-over-year to $251 million.
Fourth-quarter performance was also strong, with consumer loan market transaction volume reaching $2.7 billion, a 131% year-over-year increase; net revenue increased 91% year-over-year; net profit reached $15 million, a 156% year-over-year increase.
The company's board also approved a stock repurchase plan totaling $200 million, effective until February 27, 2027. The Figure Connect platform performed exceptionally well, with Q4 transaction volume reaching $1.5 billion, accounting for 54% of the total consumer loan market volume.
MARA's Q4 2025 Earnings Report Shows $1.7 Billion Loss, Simultaneously Announces Partnership with Starwood to Develop AI Business
MARA released its Q4 2025 earnings report, showing revenue decreased 6% year-over-year to $202.3 million, with a net loss of $1.7 billion, primarily affected by the drop in Bitcoin price. The company simultaneously announced a strategic partnership with Starwood Digital Ventures to develop AI and high-performance computing infrastructure. As of the end of 2025, MARA held 53,822 Bitcoin (worth approximately $4.7 billion), with energy hash rate increasing 25% year-over-year to 66.4 EH/s. The company stated it will continue its transition from a pure Bitcoin mining business to an energy and digital infrastructure company and plans to expand its business globally.
Paradigm Expands Investment Scope to AI and Frontier Technology, Plans to Raise Up to $1.5 Billion
According to WSJ, crypto venture capital firm Paradigm is expanding its investment scope to include artificial intelligence, robotics, and other frontier technologies. The firm plans to raise up to $1.5 billion for a new fund under this broader investment strategy.
OpenAI Announces $110 Billion New Investment at a $730 Billion Valuation
OpenAI announced it has secured $110 billion in new investment at a valuation of $730 billion. Amazon stated it will invest $50 billion in OpenAI. OpenAI's financing includes $30 billion from NVIDIA (NVDA.O) and $30 billion from SoftBank.
Market Dynamics
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When Block Lays Off Half the Company: No Villains in the AI Unemployment Wave
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