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.
