GM20260304
1）Market Trends
BTC fluctuates, altcoins fluctuate. The BTC contract rate is negative.
The U.S. stock market plummeted, with technology stocks leading the decline, and gold prices fell. Oil prices surged, and the U.S. dollar index rose. The U.S.-Iran conflict has reignited inflation concerns, and the probability of a second interest rate cut by the Federal Reserve this year has fallen to 50%
2）Market Highlights：
1. AI concepts such as PHA, Sahara, and VVV have risen. VVV founder Erik Voorhees tweeted that Venice has become the recommended model provider for the emerging AI project OpenClaw. The token staking ratio is as high as 70%, used to obtain computing power resources. Venice AI was established in May 2024, positioned as a privacy-preserving alternative to centralized AI services like ChatGPT. The platform emphasizes "no regulation, no censorship" features, with all AI models being open-source and transparent, and user conversation content not being recorded or stored. Venice has surpassed 2 million registered users, with nearly 30,000 API users. The platform processes over 15,000 inference requests daily, with active users exceeding 50,000. OpenClaw's listing of Venice as a recommended model provider and its subsequent quick removal has sparked speculation about the authenticity of the collaboration between the two parties.
2. RWA lending with Morpho continues to rise.
3. The stablecoin CRCL in the U.S. stock market continues its weekly rebound, testing micro-payments.
4. The U.S. is considering allowing perpetual contracts, with Bybit, OK, and others planning to enter the U.S. market.