Weekly Preview | California Opens Digital Asset License Application Channel; Aptos (APT) to Unlock Tokens Worth Approximately $10.5 Million

marsbitОпубліковано о 2026-03-08Востаннє оновлено о 2026-03-08

Анотація

This week in crypto and finance features significant regulatory developments, economic data releases, and key token unlocks. California's Digital Financial Assets Law (DFAL) licensing application portal opens on March 9, requiring crypto service providers to comply by July 1, 2026. The UK's Treasury Committee closes its consultation on stablecoin regulation on March 11. Major economic data includes the US releasing February's CPI and core CPI figures on March 11. In project updates, Polkadot will implement a major economic overhaul on March 12, capping DOT's total supply at 2.1 billion and introducing new staking mechanics. Several tokens have unlocks this week: Movement (MOVE) unlocks $3.4M on March 9, io.net (IO) unlocks $1.3M on March 11, Aptos (APT) unlocks $10.5M on March 13, and Starknet (STRK) and Sei (SEI) unlock $4.8M and $3.6M respectively on March 15. Other events include a财报电话会 for Sharplink, Ethereum Day in Hong Kong focusing on AI and DeFi, and Neutron deploying a bug fix on March 9.

Key Events Preview:

  • California announces the enforcement of digital asset license regulations, with the license application channel opening on March 9
  • Sharplink to hold its 2025 earnings call on March 9
  • Polkadot plans to implement economic model reforms starting March 12, limiting the total supply of DOT to 2.1 billion tokens
  • On Wednesday, March 11, at 20:30, the US will release the February unadjusted CPI annual rate and unadjusted core CPI annual rate
  • Aptos (APT) will unlock approximately 11.31 million tokens at 6:00 AM Beijing Time on March 13, accounting for about 0.69% of the current circulating supply, with a value of approximately $10.5 million

March 9

Policy & Regulation:

California announces enforcement of digital asset license regulations, application channel opens March 9

The California Department of Financial Protection and Innovation recently officially released the implementation rules for the Digital Financial Assets Law (DFAL), clearly stipulating that any individual or institution providing crypto-related services to California residents must obtain a DFAL license, submit a license application, or obtain an exemption by July 1, 2026, or face enforcement action. The license application channel will officially open on March 9 through the Nationwide Multistate Licensing System, and the regulator has also scheduled an industry training session for March 23.

Project Updates:

Sharplink to hold 2025 earnings call on March 9

Sharplink announced that it will hold its full-year 2025 earnings call at 8:30 AM ET on Monday, March 9, where management will release the full-year financial results and conduct a live Q&A. Investors can listen to the call via toll-free number, international long distance, or webcast; the organizer also provides a "call me" callback option for quick access. The company also stated that a replay will be available approximately 3 hours after the call, accessible until March 23 via phone or the investor page on the official website.

DoubleZero to launch Phase 2 delegation plan on March 9, optimizing global distribution of Solana validators

DoubleZero, a crypto infrastructure startup co-founded by former Solana Foundation executive Austin Federa, will launch the second phase of its delegation plan on March 9, redistributing 2.4 million SOL from its 13 million SOL pool to reward validators operating in underrepresented regions such as São Paulo, Singapore, Hong Kong, and Tokyo. Each region will receive up to 600,000 SOL in additional delegated staking incentives, aiming to reduce the increasingly concentrated geographic distribution of Solana validators in Europe and introduce the "multicast" data transmission function widely used in traditional finance. Federa stated that an unintended consequence of blockchain speed increases is the tendency for validators to co-locate, similar to the early days of high-frequency trading on Wall Street where firms raced to place servers near the NYSE.

Neutron: White hat hacker discovers vulnerability, fix to be deployed on March 9

Cosmos cross-chain smart contract platform Neutron posted on X that a white hat hacker discovered a vulnerability through its bug bounty program. To fix this vulnerability, a patch is planned for deployment. Currently, order book and super vault (deposit, withdrawal, etc.) functions are suspended and are expected to be back online on March 9. Neutron added that platform funds are safe and unaffected, and users need not take any action for now.

Cross-game digital asset exchange platform Nexira plans TGE on March 9

Cross-game digital asset exchange platform Nexira plans its Token Generation Event (TGE) on March 9. Additionally, the official stated that Commemoration Bonuses will be launched soon. Nexira was originally scheduled for TGE on February 25, but due to CEXs extending their Lunar New Year holidays, the team decided to postpone it by 5 to 10 days. Furthermore, the official stated that Ruby rewards will be increased to 150 million or more (originally 50 million). The team is continuously conducting airdrop verification to detect fraud and farming activities.

Token Unlocks:

Movement (MOVE) will unlock approximately 164 million tokens at 8:00 PM Beijing Time on March 9, accounting for about 5.18% of the current circulating supply, with a value of approximately $3.4 million

March 10

Exchanges:

Binance updates fiat liquidity provider program, promotional fee rates effective March 10

Binance has updated its Fiat Liquidity Provider Program. As part of an ongoing promotion, the maker fee rebate rate for secondary USD trading pairs will be adjusted from -0.01% to -0.015%. The promotional fee rates will take effect from 08:00 on March 10, 2026, until further notice. Performance assessment will begin at 08:00 on March 2, 2026.

March 11

Macroeconomics:

On Wednesday, March 11, at 20:30, the US will release the February unadjusted CPI annual rate, unadjusted core CPI annual rate; seasonally adjusted CPI monthly rate, seasonally adjusted core CPI monthly rate;

Policy & Regulation:

UK Treasury Committee launches stablecoin inquiry, call for evidence closes March 11

The UK Treasury Committee has launched an inquiry into stablecoins, inviting submissions from interested parties on the growth of stablecoins in the UK and proposed regulatory issues. The deadline for submitting written evidence is March 11, 2026.

The inquiry includes 6 key questions on stablecoins:

  • The development of the global stablecoin market and issuance since 2014, and a comparison of the UK market with the US and EU;
  • The future development prospects, user base, and uses of GBP-denominated stablecoins, and the impact of current regulatory rules;
  • The opportunities and risks stablecoins (GBP and USD-denominated) pose to the UK economy, financial services sector, and retail users, including potential impacts on monetary policy, traditional financial intermediation, and financial crime;
  • The impact of stablecoin development on the statutory objectives of the Bank of England (BoE), Prudential Regulation Authority (PRA), and Financial Conduct Authority (FCA);
  • The impact of the proposed regulatory regimes by the Bank of England and FCA on the adoption of systemic and non-systemic stablecoins within the UK and internationally;
  • Lessons the UK can learn from the stablecoin regulatory approaches of jurisdictions like the US and EU.

Community Events:

Ethereum Day to be held in Hong Kong on March 11, focusing on AI, RWA, and DeFi

Ethereum Day: AI / RWA / DeFi, a themed event jointly organized by the Ethereum Foundation's Ethereum Everywhere team, SNZ, and ETHTAO, will be held at the Hong Kong Ethereum Community Hub on March 11. The event will feature representatives from the Ethereum Foundation, Adrian Li and Tiena Sekharan, focusing on the intersection and integration of the three cutting-edge fields: AI, RWA, and DeFi. The agenda includes an Ethereum Foundation 2026 update, as well as two in-depth thematic discussions: "How RWA Bridges CeFi and DeFi" and "The Synergy between AI and Blockchain".

Token Unlocks:

io.net (IO) will unlock approximately 13.29 million tokens at 8:00 PM Beijing Time on March 11, accounting for about 4.37% of the current circulating supply, with a value of approximately $1.3 million

March 12

Project Updates:

Polkadot plans to implement economic model reforms starting March 12, limiting DOT total supply to 2.1 billion tokens

Polkadot will implement a series of economic structure adjustments starting March 12, 2026. The core of this reform includes: setting a hard cap on the total supply of DOT at 2.1 billion tokens; introducing a Dynamic Allocation Pool (DAP) to replace the original treasury burn mechanism, depositing transaction fees, Coretime sales revenue, and slashing proceeds into a perpetual account for dynamic budget allocation; and issuing 13.14% of the remaining supply every two years, with the initial phase issuance being 53.6% lower than the current model. Additionally, the staking mechanism will see major updates: from mid-to-late March, validators will need to hold at least 10,000 DOT in slashable self-stake and set a minimum commission rate of 10%; starting in April, nominators will become non-slashable, and the unstaking period will be significantly shortened from 28 days to 24-48 hours.

March 13

Exchanges:

Upbit to delist Solar (SXP) and Oasys (OAS) on March 13

Upbit will delist Solar (SXP) and Oasys (OAS) on March 13.

Project Updates:

Fabric: ROBO token claim open until March 13

The Fabric Foundation previously tweeted that the ROBO token claim page is open to eligible users who have signed the terms. Users can claim ROBO tokens until 11:00 on March 13.

Token Unlocks:

Aptos (APT) will unlock approximately 11.31 million tokens at 6:00 AM Beijing Time on March 13, accounting for about 0.69% of the current circulating supply, with a value of approximately $10.5 million

March 14

None

March 15

Token Unlocks:

Starknet (STRK) will unlock approximately 127 million tokens at 8:00 AM Beijing Time on March 15, accounting for about 4.40% of the current circulating supply, with a value of approximately $4.8 million

Sei (SEI) will unlock approximately 55.56 million tokens at 8:00 PM Beijing Time on March 15, accounting for about 1.00% of the current circulating supply, with a value of approximately $3.6 million

Трендові криптовалюти

Пов'язані питання

QWhat is the regulatory development in California regarding digital assets, and when does the application process open?

ACalifornia's Department of Financial Protection and Innovation has officially released the implementation rules for the Digital Financial Assets Law (DFAL). It requires any individual or institution providing crypto-related services to California residents to obtain a DFAL license, submit a license application, or obtain an exemption by July 1, 2026. The license application channel will officially open on March 9 through the Nationwide Multistate Licensing System.

QWhat significant economic model reform is Polkadot (DOT) implementing, and what is the new total supply cap?

APolkadot is implementing a series of economic architecture adjustments starting March 12, 2026. The core of the reform includes setting a hard cap on the total DOT supply at 2.1 billion tokens.

QHow many APT tokens will be unlocked on March 13th, and what is their approximate value?

AApproximately 11.31 million APT tokens will be unlocked on March 13th at 6:00 AM Beijing Time, with an approximate value of $10.5 million.

QWhich major U.S. economic indicator is scheduled for release on March 11th, and what time will it be announced?

AThe U.S. February unadjusted Consumer Price Index (CPI) year-over-year rate and unadjusted core CPI year-over-year rate, along with the seasonally adjusted CPI month-over-month rate and core CPI month-over-month rate, are scheduled to be announced on Wednesday, March 11th, at 20:30 (8:30 PM) local time.

QWhat is the purpose of DoubleZero's second-phase delegation plan starting March 9th on the Solana network?

ADoubleZero's second-phase delegation plan aims to optimize the global distribution of Solana validators. It will reallocate 2.4 million SOL from its 13 million SOL pool to reward validators operating in underrepresented regions like São Paulo, Singapore, Hong Kong, and Tokyo, with up to 600,000 SOL of additional delegated staking incentives per region. This is intended to reduce the increasing geographical concentration of validators in Europe.

Пов'язані матеріали

From South Korea to the United States: Blue-Collar Jobs Are Becoming Increasingly Popular, Thanks to AI

AI is reshaping the labor market's value proposition. The traditional four-year college degree is losing its appeal as a guaranteed career path, while skilled blue-collar trades like electricians, welders, and plumbers are experiencing historic demand and wage premiums. This shift is driven by dual pressures: AI's displacement of certain white-collar roles and a booming need for physical infrastructure and data center construction. Data confirms the trend. In the U.S., vocational school revenue surged, and a significant portion of recent layoffs are AI-related. Surveys show a majority of Gen Z adults plan to pursue blue-collar work, citing better job security against AI automation. Vocational education interest has exploded recently. Experts cite a psychological shift as younger generations seek tangible, AI-resistant careers and avoid high student debt. In many cases, salaries for skilled trades now match or exceed those requiring a bachelor's degree. In South Korea, semiconductor vocational high schools boast near-total employment, with graduates securing high-paying roles at companies like Samsung. The shortage is structural, exacerbated by a retiring baby boomer workforce and massive infrastructure projects. Companies like JPMorgan Chase, Meta, and Lowe's are investing heavily in training programs. However, overcoming historical stigma and a "perception gap" around trade careers remains a key challenge to closing the talent gap.

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Qualcomm: AI Hype Subsides, When Will Smartphones Emerge from the Gloom?

Qualcomm reported its Q3 FY2026 results (ending June 2026), with revenue of $9.95B, down 4% YoY but above expectations. Gross margin declined to 53.1%, pressured by rising costs across manufacturing and memory. Key business segments showed mixed performance: Handset revenue fell 19.6% YoY to $5.09B, dragged by an 11% decline in non-Apple Android shipments and weaker high-end mix. Conversely, Automotive revenue surged 61% to $1.59B, and IoT grew 9% to $1.83B. Core operating profit dropped 41% YoY due to margin compression and higher expenses. Management's Q4 FY2026 guidance projects revenue of $9.7B-$10.5B, in line with consensus, but Non-GAAP EPS guidance of $2.05-$2.25 fell short of expectations. Amidst persistent weakness in its core handset market, Qualcomm is pursuing growth in AI, focusing on Edge AI (smartphones, PCs, automotive) and Data Center AI. Its data center strategy includes four pillars: AI accelerators (e.g., AI200), commercial CPUs (Dragonfly C1000), custom silicon, and connectivity solutions. While these initiatives initially boosted its stock, concerns over AI capital expenditure sustainability have since erased those gains. The company targets $5B in data center revenue for FY2027 and $15B for FY2029. The report concludes that with the traditional handset business still under pressure, the data center opportunity is currently viewed as a longer-term option, and a more conservative valuation based on core operations may be warranted until AI contributions materialize.

marsbit58 хв тому

Qualcomm: AI Hype Subsides, When Will Smartphones Emerge from the Gloom?

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From TPU to Self-Evolving Agents: How Jeff Dean Predicts the Next Step in AI

At the 2026 YC Startup School, Jeff Dean outlined his vision for AI's next phase, shifting focus from simply scaling models to building intelligent, autonomous systems. He believes AI's progress is no longer just about creating smarter models, but about integrating them into systems capable of long-term, iterative work, automated experimentation, and continuous learning. This evolution moves the competition from "who has the bigger model" to "who can best organize intelligence." Dean suggests AI capabilities are now comparable to a junior engineer, enabling the automation of complex workflows. However, the true challenge and opportunity lie in managing these AI "workers" at scale. He emphasizes the importance of **context engineering**—structuring tools, memory, and feedback loops—over raw model power. For startups, this means building deep expertise in niche domains where general models currently fail (near 0-1% success rates), leveraging proprietary data, specialized tools, and domain-specific evaluators. A recurring theme is re-examining fundamental constraints. Dean's past work, like moving Google's search index to memory or creating the TPU, stemmed from questioning outdated assumptions about hardware and cost. He sees similar inflection points today, particularly in **specialized inference hardware** to drastically reduce latency and energy consumption for real-time Agent operation. Notably, he points out that in modern AI systems, the dominant cost is often not computation but **data movement**. Reliable, long-running Agents require robust system design, borrowing concepts from distributed computing like checkpointing, state management, and parallel exploration to handle failures and maintain progress over days or weeks. As AI automates execution, the scarcest human skills will shift to **defining clear specifications**, **judging what problems are worth solving** (taste), and designing effective feedback loops. Ultimately, Dean's framework prioritizes understanding the problem deeply, identifying the true bottlenecks, and systematically building closed-loop systems where AI can not only perform tasks but also improve AI itself.

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