PANews Editor's Note: PANews has selected high-quality content from the week to help everyone catch up over the weekend. Click the title to read.
Macro and Regulation
Milestone Guidance Lands: SEC and CFTC Join Hands, Crypto Circle Bids Farewell to the "Everything is a Security" Era
The U.S. SEC and CFTC jointly released 68 pages of new guidance, clarifying that most crypto assets are not securities, providing a legal moat for mainstream assets like Bitcoin. Regulatory direction is becoming clearer, market compliance discounts are expected to disappear, and the crypto industry is ushering in a new era of certainty.
Scooping Up Over 40,000 Bitcoin in a Week, Strategy Plays Fixed-Income Games with STRC
STRC, a financing tool focused on stable returns, successfully packages the highly volatile Bitcoin into fixed-income instruments favored by traditional finance, continuously attracting funds from Wall Street and becoming a new growth flywheel for Strategy.
2026 List of Crypto Project Shutdowns, Transitions, and Bankruptcies
Since Q1 2026, over 20 projects have announced shutdowns/transitions/bankruptcy.
IOSG: The Paradigm Leap in Power Flexibility, From Macro Assets to Distributed Intelligence Layer
The power flexibility market is at a structural inflection point, with surging AI data center demand and grid pressure creating new opportunities. Exploring how crypto-native DePIN models can revolutionize the power market, providing core support for AI and energy transition.
AI Watch
The AI Industry Has Its Own Satoshi Nakamoto—Jensen Huang
In the past, you had to believe to see that token; now, you can see it without believing.
The "Detroit: Become Human" Moment for Private Equity: When AI Takes Over Alpha, What's Left for Human Fund Managers?
AI is accelerating the replacement of financial practitioners. Private equity firms use AI researchers like OpenClaw to reduce costs and increase efficiency, with quant giants moving towards multi-agent unmanned factories. Faced with an efficiency revolution, where is the value of human researchers? This article explores how AI is reshaping the competitive landscape of the asset management industry.
Full Text of Jensen Huang's GTC Speech: The Era of Inference Arrives, Lobster is the New Operating System
Jensen Huang revealed "Token Factory Economics" and the trillion-dollar AI computing demand, detailing the Vera Rubin system's 350x performance leap and how Agents will reshape the future workplace.
Institutional and Celebrity Brainstorms
OKX Ventures: Deconstructing the AI Agent Economic Infrastructure (Part 1)—x402, ERC-8004, and Virtuals
OKX Ventures' in-depth research report reveals the path to the explosion of the AI Agent economy, focusing on three core protocols: the x402 payment layer, the ERC-8004 trust layer, and the Virtuals business layer, analyzing how applications like OpenClaw build autonomous economies.
From Binance to Middle East Listed Company CIO: Bill Qian on the Intersection of Crypto, AI, and Geopolitics
First-hand observations from Dubai, the duality of Bitcoin, the AI bubble, and asset allocation lessons in turbulent times.
Dialogue with U.S. Treasury Secretary Scott Bessent, Deconstructing the "World Imagination" Under the 2026 Macro Fog
U.S. Treasury Secretary Scott Bessent rarely shares his macro investment philosophy: how to challenge 85% of market consensus, find excess returns in the bond market and geopolitical conflicts, and first discloses his "lifeguard" survival rules and sci-fi thinking foundation.
Dialogue with Hyperliquid Founder: The Crypto Industry Doesn't Lack Talent, It Lacks Reverence and Execution for "Financial Sovereignty"
How to build decentralized global financial infrastructure through on-chain mechanisms like no internal market and automatic burning. Discussing how key modules like HyperEVM and HIP-3 realize the vision of "finance on-chain," challenging traditional centralized models.
Seizing Opportunities
Quick Look at Alliance's Latest 18 Graduated Projects: Who is the Next Pump.fun?
Results of the ALL16 batch of the Alliance incubator revealed, focusing on four major tracks: stablecoin payments, AI applications, prediction markets, and RWA tokenization. 18 startups are leading the next wave of blockchain innovation.
Founder's "First Aid Guide": Well-Known Global Accelerator Programs to Apply for in 2026
Institutions offering accelerators include Y Combinator, a16z Speedrun, Sequoia Arc, etc.
Using AI to Play Weather Prediction, Earning $200 a Day Lying Down
Last Friday, Polymarket launched a prediction market for the day's highest temperature at Shanghai Pudong Airport. The editor built a prediction system over a weekend and made $200.
After Institutional Support and Price Rises, Re-examining the Real Value of Bittensor's 128 Subnets
Approximately 3600 TAO (about $960,000) is distributed daily across all subnets, with the top ten controlling about 56% of the share.
Prediction Market Practical Guide: How to Use OpenClaw to Connect to Polymarket and Hyperliquid
Step-by-step guide on using OpenClaw to connect to Hyperliquid and Polymarket, letting AI place orders for you.
Web3 Things
Re-examining RWA: Nearly 50,000 People's First On-Chain Transaction Was Not Bitcoin, But Trading Stock Indices and Crude Oil via Hyperliquid
RWA is not just about Trading and Holding; it is also spawning new downstream demand: on-chain stock options, on-chain stock lending markets...
Pump.fun Breaks into the Billion-Dollar Club, How Much Business is Left for the "MEME ATM" Now?
Pump.fun's cumulative revenue has exceeded $1 billion, firmly holding the top spot in the Solana MEME track. This article provides an in-depth analysis of the current state of leading platforms like Pump.fun and GMGN, revealing that the MEME market is accelerating towards concentration at the top, with an increasingly明显的 industry structure.
Hyperliquid "Invades" Wall Street: On-Chain Whale Playground, Facing Compliance Pressure Head-On
Hyperliquid is having its "breakout moment," with decentralized pricing power becoming a focus of discussion on Wall Street, and a large number of whale players are pouring in. But as on-chain trading volume continues to expand, the balance between decentralized innovation and compliance regulation is becoming an unavoidable challenge.
Wall Street Accelerates On-Chain: Nasdaq Approved for Tokenization Pilot, S&P 500 Makes First Official Entry
The SEC formally approved Nasdaq's pilot for tokenized stock trading, and the S&P 500 index was officially authorized to launch on Hyperliquid for the first time. Traditional financial giants are accelerating the push for asset on-chain, and the era of tokenized stocks is accelerating.
Metaverse Real Estate Victim's Account: My $1.2 Million is Now Only $6,400
The metaverse real estate bubble bursts. A digital real estate tycoon recounts his investment blood and tears. From a peak of $1.2 million to a residual value of $6,400, a deep analysis of the "diamond hands" mentality and NFT, virtual land investment traps.
Key News
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Jupiter has launched Pre-IPO stock token trading functionality
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Crypto exchange Gemini has laid off about 30% of its staff since the beginning of the year
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Six nations issue joint statement: Prepared to take measures to ensure the security of the Strait of Hormuz
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Animoca Brands has invested in AVAX tokens, planning to promote Avalanche's expansion in Asia and the Middle East
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Bank of England kept rates unchanged at 3.75% as expected
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Bank of Japan stood pat as expected
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Fed maintains expectation for one rate cut in 2026
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FTX to redistribute $2.2 billion to creditors starting March 31st
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Fed announced keeping rates unchanged, in line with market expectations
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Analysis: Strategy used preferred shares as its main financing tool to increase Bitcoin holdings for the first time last week
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Hyperliquid HIP-3 market single-day open interest reached $1.43 billion, a record high
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U.S. SEC and CFTC issue new cryptocurrency guidance, clarifying most digital assets are not securities
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Iran has designated multiple replacements for key national positions, after the Secretary of the Supreme National Security Council was confirmed dead
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DAO governance platform Tally to shut down operations, citing relaxed regulations reducing demand for decentralization
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Sharplink: Staking rewards were 493 ETH last week, cumulative staking rewards reach 15,464 ETH
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Analysis: For Strategy to hold 1 million Bitcoin by year-end, it needs to add about 6,158 coins weekly
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Commerce Ministry responds to "US initiating 301 investigation against 16 economies including China": Already made representations to the US side
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315 Gala exposes AI large models "being poisoned", "brainwashing" AI has become an industry chain
