格界
我相信BNB，我相信币安会改变我的世界
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Recently, memes like 'Binance Life' and 'Customer Service Xiao He' have become popular in the crypto community; they belong to meme coins—driven entirely by online popularity and community sentiment, with no actual value.
Take 'Binance Life' for example, it was born on the BNB chain at the beginning of October due to a joke, and its market value once surged to $500 million, rising thousands of times in just a few days.
The essence of profit from these coins is a PVP game: your earnings come at the expense of later participants. Price increases depend entirely on newcomers buying in at higher prices, compounded by robots and insider players having the advantage, making it essentially a zero-sum or even negative-sum game for retail investors.
The typical lifecycle of a meme coin:
Topic arises → One-click issuance → Early surge → KOL endorsements → FOMO influx → Early sell-off → Later participants buy in → Hype fades → Zero value
A heartfelt message for beginners:
The waters are too deep, and you can’t grasp it. Don't be tempted by others' wealth; all 'gifts' have already been secretly priced—don't open this Pandora's box.
If you decide to play, remember to follow the link for a rebate
币安钱包，享币安人生
Take 'Binance Life' for example, it was born on the BNB chain at the beginning of October due to a joke, and its market value once surged to $500 million, rising thousands of times in just a few days.
The essence of profit from these coins is a PVP game: your earnings come at the expense of later participants. Price increases depend entirely on newcomers buying in at higher prices, compounded by robots and insider players having the advantage, making it essentially a zero-sum or even negative-sum game for retail investors.
The typical lifecycle of a meme coin:
Topic arises → One-click issuance → Early surge → KOL endorsements → FOMO influx → Early sell-off → Later participants buy in → Hype fades → Zero value
A heartfelt message for beginners:
The waters are too deep, and you can’t grasp it. Don't be tempted by others' wealth; all 'gifts' have already been secretly priced—don't open this Pandora's box.
If you decide to play, remember to follow the link for a rebate
币安钱包，享币安人生
Alpha Airdrop Daily
On March 30, (BASED), expected to receive airdrop at 4 PM, pool price 0.075, pre-market price 0.11, pre-market corresponding FDV 110 million USD, initial token circulation 24%
(R2), expected to receive airdrop at 6 PM, pool price 0.03, pre-market price 0.07, pre-market corresponding FDV 70 million USD, initial token circulation 10.4%
Today's Recommendation (Points ×4) UP (13 days left) (Suggest small amounts multiple times)
On March 30, (BASED), expected to receive airdrop at 4 PM, pool price 0.075, pre-market price 0.11, pre-market corresponding FDV 110 million USD, initial token circulation 24%
(R2), expected to receive airdrop at 6 PM, pool price 0.03, pre-market price 0.07, pre-market corresponding FDV 70 million USD, initial token circulation 10.4%
Today's Recommendation (Points ×4) UP (13 days left) (Suggest small amounts multiple times)
GM20260323
1）Market Trends
BTC has fallen, altcoins have generally declined.
U.S. stocks have fallen, reaching their lowest level since September of last year. Oil prices have risen, as President Trump demanded that Iran reopen the Strait of Hormuz within 48 hours over the weekend, or face direct strikes on energy facilities (including power plants). The probability of the Strait of Hormuz reopening before April in the prediction market Polymarket is currently 31%, a significant drop from 77% on March 10. The surge in energy prices has effectively brought the possibility of the Federal Reserve cutting interest rates this year to zero. Traders have begun pricing in the possibility of an interest rate hike before October.
2）Market Highlights:
1. The meme token Siren on the Bsc chain has surged by several times, reaching a market capitalization of $2 billion. The controlling address cluster took a year to build its position, with an average cost of $50 million in market value, having spent a total of $22 million, and is now valued at $1.04 billion, realizing a profit of about 50 times. Other meme tokens on the Bsc chain, such as Banana, have followed suit.
2. Stablecoin Resolv Labs has confirmed it suffered a vulnerability attack. The attacker used $200,000 USDC to mint 80 million under-collateralized USR stablecoins, causing USR to depeg. The attacker earned about $25 million by arbitraging through Dex and depositing the depegged USR into lending protocols like Morpho. #特朗普考虑结束伊朗冲突
1）Market Trends
BTC has fallen, altcoins have generally declined.
U.S. stocks have fallen, reaching their lowest level since September of last year. Oil prices have risen, as President Trump demanded that Iran reopen the Strait of Hormuz within 48 hours over the weekend, or face direct strikes on energy facilities (including power plants). The probability of the Strait of Hormuz reopening before April in the prediction market Polymarket is currently 31%, a significant drop from 77% on March 10. The surge in energy prices has effectively brought the possibility of the Federal Reserve cutting interest rates this year to zero. Traders have begun pricing in the possibility of an interest rate hike before October.
2）Market Highlights:
1. The meme token Siren on the Bsc chain has surged by several times, reaching a market capitalization of $2 billion. The controlling address cluster took a year to build its position, with an average cost of $50 million in market value, having spent a total of $22 million, and is now valued at $1.04 billion, realizing a profit of about 50 times. Other meme tokens on the Bsc chain, such as Banana, have followed suit.
2. Stablecoin Resolv Labs has confirmed it suffered a vulnerability attack. The attacker used $200,000 USDC to mint 80 million under-collateralized USR stablecoins, causing USR to depeg. The attacker earned about $25 million by arbitraging through Dex and depositing the depegged USR into lending protocols like Morpho. #特朗普考虑结束伊朗冲突
GM20260320
1）Market Trends
BTC is down, altcoins are generally down as well.
The US stock market is weak and fluctuating, with optical communications leading the rise. Gold and silver have plummeted. The US has relaxed its crude oil supply policy, causing oil prices to crash and alleviating market pressure.
2）Market Highlights:
1. The TAO of AI has risen, and subnet has launched a large model.
2. DEX's Jupiter has launched pre-IPO trading, including stocks such as Spaces, OpenAI, Anthropic, Kalshi, and Polymarket. This is achieved through connecting to the third-party RWA protocol Prestocks, with these tokens' underlying assets typically coming from secondary market transactions in the primary market. Prestocks uses a “SPV + 1:1 pegging” model to map real offline equity onto the Solana chain. Jupiter itself is an aggregator and does not issue these stocks; Prestocks has created liquidity pools for these tokens on Solana DEXes such as Meteora or Raydium (typically USDC/pToken pairs).
3. MicroStrategy is using perpetual preferred stock STRC for financing, significantly increasing its BTC holdings this week. The floating interest rate for STRC typically ranges between 9%-11.25%, paid monthly. By adjusting the dividend rate, it aims to keep its secondary market price as close to $100 per share as possible. Since STRC's capital cost (about 10%) is far below BTC's historical average annual return rate, as long as BTC's annual growth exceeds 10%, this financing purchase will benefit common shareholders per share. The company has established a dedicated cash reserve of $2.25 billion, with the strategy of purchasing a BTC call option using 2.5 years' worth of cash.
1）Market Trends
BTC is down, altcoins are generally down as well.
The US stock market is weak and fluctuating, with optical communications leading the rise. Gold and silver have plummeted. The US has relaxed its crude oil supply policy, causing oil prices to crash and alleviating market pressure.
2）Market Highlights:
1. The TAO of AI has risen, and subnet has launched a large model.
2. DEX's Jupiter has launched pre-IPO trading, including stocks such as Spaces, OpenAI, Anthropic, Kalshi, and Polymarket. This is achieved through connecting to the third-party RWA protocol Prestocks, with these tokens' underlying assets typically coming from secondary market transactions in the primary market. Prestocks uses a “SPV + 1:1 pegging” model to map real offline equity onto the Solana chain. Jupiter itself is an aggregator and does not issue these stocks; Prestocks has created liquidity pools for these tokens on Solana DEXes such as Meteora or Raydium (typically USDC/pToken pairs).
3. MicroStrategy is using perpetual preferred stock STRC for financing, significantly increasing its BTC holdings this week. The floating interest rate for STRC typically ranges between 9%-11.25%, paid monthly. By adjusting the dividend rate, it aims to keep its secondary market price as close to $100 per share as possible. Since STRC's capital cost (about 10%) is far below BTC's historical average annual return rate, as long as BTC's annual growth exceeds 10%, this financing purchase will benefit common shareholders per share. The company has established a dedicated cash reserve of $2.25 billion, with the strategy of purchasing a BTC call option using 2.5 years' worth of cash.
GM20260319
1）Market Trend
BTC plummeted, altcoins fell broadly.
US stocks declined, and oil prices rose. Energy infrastructure in the Middle East has been hit, with February PPI data far exceeding expectations, inflationary pressures rising, and the Federal Reserve releasing hawkish signals that significantly reduce expectations for interest rate cuts this year. Futures prices indicate that policymakers will not consider easing until at least September, and it is more likely to wait until October, and even so, there will only be one interest rate cut this year.
2）Market Highlights：
1、The hype for perp is rising, the ecological project trade.xyz has obtained official authorization from S&P 500, and a new perpetual contract for the S&P 500 has been launched.
2、On BN, Katana Network is an Ethereum Layer-2 network focused on DeFi liquidity integration, co-incubated by Polygon Labs and top market maker GSR. Its core mission is to solve the long-standing issue of "liquidity fragmentation" in the DeFi space.
1）Market Trend
BTC plummeted, altcoins fell broadly.
US stocks declined, and oil prices rose. Energy infrastructure in the Middle East has been hit, with February PPI data far exceeding expectations, inflationary pressures rising, and the Federal Reserve releasing hawkish signals that significantly reduce expectations for interest rate cuts this year. Futures prices indicate that policymakers will not consider easing until at least September, and it is more likely to wait until October, and even so, there will only be one interest rate cut this year.
2）Market Highlights：
1、The hype for perp is rising, the ecological project trade.xyz has obtained official authorization from S&P 500, and a new perpetual contract for the S&P 500 has been launched.
2、On BN, Katana Network is an Ethereum Layer-2 network focused on DeFi liquidity integration, co-incubated by Polygon Labs and top market maker GSR. Its core mission is to solve the long-standing issue of "liquidity fragmentation" in the DeFi space.
GM20260317
1）Market Trends
btc is rising, altcoins are generally up. MicroStrategy continues to buy $1.5 billion worth of btc.
U.S. stocks rebound, with AI storage leading the rally. The easing of concerns over transportation disruptions in the Strait of Hormuz, along with expectations that multiple countries may release more oil reserves, alleviates inflation worries.
2）Market Highlights：
1. Public chain eth surges, weekly rebound. The spot/contract trading volume ratio of eth on Binance has dropped to the lowest level since 2023. The meme associated with eth, pepe, follows suit.
2. The hype around perp is rising, doubling from the bottom. Hyperliquid's 24-hour revenue surpassed $1 million, reaching $1.27 million, ranking third in cryptocurrency project revenue (Tether ranks first with $16.41 million, and Circle ranks second with $6.87 million).
3. Privacy coin zec surges, with Vitalik believing AI enhances the demand for privacy protection. Shorting rate for zec is -100%.
4. cfg listed on bn, Centrifuge is an rwa protocol, originally a Polkadot ecosystem project from 2021.
5. bn launches a super earning coin activity, with staking for new coins offering a maximum annualized return of 20%, although there is a hard cap on the amount.
1）Market Trends
btc is rising, altcoins are generally up. MicroStrategy continues to buy $1.5 billion worth of btc.
U.S. stocks rebound, with AI storage leading the rally. The easing of concerns over transportation disruptions in the Strait of Hormuz, along with expectations that multiple countries may release more oil reserves, alleviates inflation worries.
2）Market Highlights：
1. Public chain eth surges, weekly rebound. The spot/contract trading volume ratio of eth on Binance has dropped to the lowest level since 2023. The meme associated with eth, pepe, follows suit.
2. The hype around perp is rising, doubling from the bottom. Hyperliquid's 24-hour revenue surpassed $1 million, reaching $1.27 million, ranking third in cryptocurrency project revenue (Tether ranks first with $16.41 million, and Circle ranks second with $6.87 million).
3. Privacy coin zec surges, with Vitalik believing AI enhances the demand for privacy protection. Shorting rate for zec is -100%.
4. cfg listed on bn, Centrifuge is an rwa protocol, originally a Polkadot ecosystem project from 2021.
5. bn launches a super earning coin activity, with staking for new coins offering a maximum annualized return of 20%, although there is a hard cap on the amount.
GM20260316
1）Market Trend
BTC rises, altcoins generally increase.
US stocks fall, oil prices rise. Both the US and Iran have no intention to cease fire, and the Middle Eastern conflict may persist. Polymarket estimates the probability of resolution by the end of April is 51%.
2）Market Highlights:
1、BTC rebounds, market rumor has it that the major short seller Wintermute has no goods to sell in the short term.
2、Small coins crash, the BSC chain lending protocol Venus was hacked, and large holders were liquidated.
3、AI concepts such as TAO and FET rebound. TAO short rate is -60%, and TAO subnet tokens are surging.
4、Small coin REZ rises due to short squeeze, with a short rate of -2200%.
1）Market Trend
BTC rises, altcoins generally increase.
US stocks fall, oil prices rise. Both the US and Iran have no intention to cease fire, and the Middle Eastern conflict may persist. Polymarket estimates the probability of resolution by the end of April is 51%.
2）Market Highlights:
1、BTC rebounds, market rumor has it that the major short seller Wintermute has no goods to sell in the short term.
2、Small coins crash, the BSC chain lending protocol Venus was hacked, and large holders were liquidated.
3、AI concepts such as TAO and FET rebound. TAO short rate is -60%, and TAO subnet tokens are surging.
4、Small coin REZ rises due to short squeeze, with a short rate of -2200%.
GM20260313
1）Market Trends
btc fluctuates, altcoins decline across the board.
US stocks plummet across the board, oil prices rise. Traders only expect a 24 basis point rate cut this year, and the dollar hits a nearly two-month high.
2）Market Highlights：
1、meme's trump rises, Trump will host a grand luncheon for token holders on April 25.
2、bn's ewy contract, ewy is a fund product tracking the Korean index.
3、The exchange backpack announces it will issue tokens on March 23.
1）Market Trends
btc fluctuates, altcoins decline across the board.
US stocks plummet across the board, oil prices rise. Traders only expect a 24 basis point rate cut this year, and the dollar hits a nearly two-month high.
2）Market Highlights：
1、meme's trump rises, Trump will host a grand luncheon for token holders on April 25.
2、bn's ewy contract, ewy is a fund product tracking the Korean index.
3、The exchange backpack announces it will issue tokens on March 23.
GM20260312
1）Market Trends
BTC rebounds, altcoins rise broadly.
US stocks fluctuate at high levels, with storage leading the way. Oil prices are rising, and the market expects clarity on Iran's resolution path.
2）Market Highlights:
1. Small coins like Pixle and ACX have surged. Altcoin investors are becoming active again.
2. The night on BN is a privacy sidechain of the ADA ecosystem.
3. The Chinese meme lobster has surged, and new contracts have opened on BN.
4. The BN Alpha plan will be fully listed on ONDO US stocks.
1）Market Trends
BTC rebounds, altcoins rise broadly.
US stocks fluctuate at high levels, with storage leading the way. Oil prices are rising, and the market expects clarity on Iran's resolution path.
2）Market Highlights:
1. Small coins like Pixle and ACX have surged. Altcoin investors are becoming active again.
2. The night on BN is a privacy sidechain of the ADA ecosystem.
3. The Chinese meme lobster has surged, and new contracts have opened on BN.
4. The BN Alpha plan will be fully listed on ONDO US stocks.
GM20260310
1）Market Trends
BTC rebounds, altcoins surge. MicroStrategy buys BTC.
US stocks rebound. Oil prices skyrocket. Trump says actions against Iran may end soon but not this week, and some sanctions will be lifted to stabilize oil prices.
2）Market Highlights:
1. The hype around perp has surged, Arthur Hayes calls for $150. The CL-USDC contract tracking WTI crude oil perpetual contracts on Hyperliquid saw trading volume exceed $1.2 billion in the past 24 hours, becoming the second-largest trading market on the platform after BTC. The ecological project TradeXYZ under trafi perp achieved an annualized income of $50 million, with a quarterly growth of 3 times, and is expected to reach an annualized income of $100 million by the end of 2026. The trafi income for competitors Bitget and Bybit is between $150 million to $200 million. As a HIP-3 project, TradeXYZ must pay 50% of its fee income to Hyperliquid.
2. US stocks CRCL surged. Circle aims to serve as a trading medium for hundreds of billions of AI agents, with currently 99% of AI agent transactions using USDC.
3. The Chinese meme token on the BSC chain, Lobster, surged, with a market cap reaching $13 million. The A-share market is recently speculating on the OpenClaw lobster concept.
1）Market Trends
BTC rebounds, altcoins surge. MicroStrategy buys BTC.
US stocks rebound. Oil prices skyrocket. Trump says actions against Iran may end soon but not this week, and some sanctions will be lifted to stabilize oil prices.
2）Market Highlights:
1. The hype around perp has surged, Arthur Hayes calls for $150. The CL-USDC contract tracking WTI crude oil perpetual contracts on Hyperliquid saw trading volume exceed $1.2 billion in the past 24 hours, becoming the second-largest trading market on the platform after BTC. The ecological project TradeXYZ under trafi perp achieved an annualized income of $50 million, with a quarterly growth of 3 times, and is expected to reach an annualized income of $100 million by the end of 2026. The trafi income for competitors Bitget and Bybit is between $150 million to $200 million. As a HIP-3 project, TradeXYZ must pay 50% of its fee income to Hyperliquid.
2. US stocks CRCL surged. Circle aims to serve as a trading medium for hundreds of billions of AI agents, with currently 99% of AI agent transactions using USDC.
3. The Chinese meme token on the BSC chain, Lobster, surged, with a market cap reaching $13 million. The A-share market is recently speculating on the OpenClaw lobster concept.
GM20260306
1）Market Trends
BTC fluctuates, altcoins generally decline.
US stocks fell, and the US dollar index rebounded weekly. The tense geopolitical situation in the Middle East has pushed oil prices to their largest increase in nearly six years, raising investors' concerns about uncontrolled inflation. The market estimates that the probability of the Federal Reserve implementing two interest rate cuts this year is less than 50%.
2）Market Highlights:
1. Public chain coin OKB surged, and OKX exchange received an investment valuation of $25 billion from its parent company on the NYSE. Coinbase's market capitalization of $55 billion is twice that of OKX, with half the number of users of OKX, and trading volume far lower than that of OKX (spot volume is similar, but there are almost no contracts). The NYSE parent company invested in Polymarket in November 2025 and in OKX in March 2026, mainly to predict markets and tokenize stocks.
2. OP on BN, Opinion is a prediction market, with average fundamentals and highly controlled chips.
1）Market Trends
BTC fluctuates, altcoins generally decline.
US stocks fell, and the US dollar index rebounded weekly. The tense geopolitical situation in the Middle East has pushed oil prices to their largest increase in nearly six years, raising investors' concerns about uncontrolled inflation. The market estimates that the probability of the Federal Reserve implementing two interest rate cuts this year is less than 50%.
2）Market Highlights:
1. Public chain coin OKB surged, and OKX exchange received an investment valuation of $25 billion from its parent company on the NYSE. Coinbase's market capitalization of $55 billion is twice that of OKX, with half the number of users of OKX, and trading volume far lower than that of OKX (spot volume is similar, but there are almost no contracts). The NYSE parent company invested in Polymarket in November 2025 and in OKX in March 2026, mainly to predict markets and tokenize stocks.
2. OP on BN, Opinion is a prediction market, with average fundamentals and highly controlled chips.
GM20260305
GM20260305
1) Market trend
BTC surged, with altcoins rising broadly. The market has started a new round of rebound.
U.S. stocks rebounded, led by storage concepts. The South Korean stock market also rebounded.
2) Market highlights:
1. BTC rebounded sharply, with BTC and ETH contract rates being negative. BTC has dropped 50% from its historical peak, a decline that typically aligns with the later stages of a bear market. Currently, about 9.2 million BTC are in a state of loss, indicating that nearly half of the circulating supply is currently at a loss, but the momentum of large capital accumulation remains weak.
2. On BN's robo, Fabric Protocol (robo) attempts to build the underlying infrastructure for a 'robot economy' on the blockchain. The core logic of Fabric Protocol is that future AI agents and physical robots need to have economic identities independent of humans. Robots are no longer asset numbers of companies but have their own Web3 wallets and decentralized identities (DID). Robots can pay for charging fees, maintenance fees, or purchase other robots' 'skill datasets' using $ROBO. The project proposes a concept similar to a 'robot App Store,' where developers can create specific functional modules (e.g., power maintenance, medical assistance, etc.), and robots can dynamically download and run these modules through the protocol. $ROBO's main uses include paying network fees, staking nodes, robot registration deposits, and governance voting (veROBO). $ROBO introduces a work deposit mechanism. Robot operators must stake tokens as collateral; if a robot fails to perform a task or produces false data, the tokens will be forfeited, creating structural demand for the tokens. The project is co-developed by the Fabric Foundation and the robotics software company OpenMind, representing a typical example of the AI + DePIN (decentralized physical infrastructure) track.
1) Market trend
BTC surged, with altcoins rising broadly. The market has started a new round of rebound.
U.S. stocks rebounded, led by storage concepts. The South Korean stock market also rebounded.
2) Market highlights:
1. BTC rebounded sharply, with BTC and ETH contract rates being negative. BTC has dropped 50% from its historical peak, a decline that typically aligns with the later stages of a bear market. Currently, about 9.2 million BTC are in a state of loss, indicating that nearly half of the circulating supply is currently at a loss, but the momentum of large capital accumulation remains weak.
2. On BN's robo, Fabric Protocol (robo) attempts to build the underlying infrastructure for a 'robot economy' on the blockchain. The core logic of Fabric Protocol is that future AI agents and physical robots need to have economic identities independent of humans. Robots are no longer asset numbers of companies but have their own Web3 wallets and decentralized identities (DID). Robots can pay for charging fees, maintenance fees, or purchase other robots' 'skill datasets' using $ROBO. The project proposes a concept similar to a 'robot App Store,' where developers can create specific functional modules (e.g., power maintenance, medical assistance, etc.), and robots can dynamically download and run these modules through the protocol. $ROBO's main uses include paying network fees, staking nodes, robot registration deposits, and governance voting (veROBO). $ROBO introduces a work deposit mechanism. Robot operators must stake tokens as collateral; if a robot fails to perform a task or produces false data, the tokens will be forfeited, creating structural demand for the tokens. The project is co-developed by the Fabric Foundation and the robotics software company OpenMind, representing a typical example of the AI + DePIN (decentralized physical infrastructure) track.
Alpha Airdrop Calendar
March 5th (OPN) financing 25 million, airdrop can be received at 19:00, currently the Booster task reward is worth 32U
Listed on Binance spot, spot trading starts at 21:00
Today's Recommendation (Points ×4)
Recommendation: STABLE (3 days left) (suggest small amounts multiple times)
March 5th (OPN) financing 25 million, airdrop can be received at 19:00, currently the Booster task reward is worth 32U
Listed on Binance spot, spot trading starts at 21:00
Today's Recommendation (Points ×4)
Recommendation: STABLE (3 days left) (suggest small amounts multiple times)
Alpha Airdrop Calendar
It's back
March 4
(BSB), estimated to receive the airdrop at 18:00, financing 11.5 million
Initial circulation 20.775%, Alpha 1%, by 0.45%, airdrop is very limited, less than 0.5% for most people 125, on-chain pool price: 0.075, corresponding FDV 75 million USD
March 5
(OPN), estimated to receive the airdrop at 19:00, currently Booster task reward worth 32U
Today's recommendation (points ×4)
Recommendation: STABLE (4 days left) GUA (22 days left) (suggest small amounts multiple times)
It's back
March 4
(BSB), estimated to receive the airdrop at 18:00, financing 11.5 million
Initial circulation 20.775%, Alpha 1%, by 0.45%, airdrop is very limited, less than 0.5% for most people 125, on-chain pool price: 0.075, corresponding FDV 75 million USD
March 5
(OPN), estimated to receive the airdrop at 19:00, currently Booster task reward worth 32U
Today's recommendation (points ×4)
Recommendation: STABLE (4 days left) GUA (22 days left) (suggest small amounts multiple times)
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.
#AI
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.
#AI
GM20260303
1）Market Trends
BTC is rising, altcoins are generally increasing. The funding rate for BTC contracts is negative.
US stocks rebounded, with AI optical communications leading the way. The significant rise of the US dollar raises concerns that the surge in oil prices may reignite inflation, thereby hindering the Federal Reserve's ability to cut interest rates. The market's bets on interest rate cuts by the Federal Reserve this year have significantly diminished, with the first rate cut now fully priced in to be delayed until September.
2）Market Highlights：
1、The OPn on BN Launchpool, OPnion is a predictive market for BN investments. The project party has a high level of control, and airdrop exploitation was met with counter-exploitation, with an airdrop ratio of 3%.
2、The Morpho lending in DeFi continues to rise, with new business in stock RWA lending. The short-term fundamentals of Morpho are better than Aave.
3、The Robo concept in robotics has surged to new highs.
4、The stablecoin crcl in US stocks has risen significantly, with good quarterly report performance and a weekly rebound.
#特朗普发表国情咨文
1）Market Trends
BTC is rising, altcoins are generally increasing. The funding rate for BTC contracts is negative.
US stocks rebounded, with AI optical communications leading the way. The significant rise of the US dollar raises concerns that the surge in oil prices may reignite inflation, thereby hindering the Federal Reserve's ability to cut interest rates. The market's bets on interest rate cuts by the Federal Reserve this year have significantly diminished, with the first rate cut now fully priced in to be delayed until September.
2）Market Highlights：
1、The OPn on BN Launchpool, OPnion is a predictive market for BN investments. The project party has a high level of control, and airdrop exploitation was met with counter-exploitation, with an airdrop ratio of 3%.
2、The Morpho lending in DeFi continues to rise, with new business in stock RWA lending. The short-term fundamentals of Morpho are better than Aave.
3、The Robo concept in robotics has surged to new highs.
4、The stablecoin crcl in US stocks has risen significantly, with good quarterly report performance and a weekly rebound.
#特朗普发表国情咨文
GM20260302
1) Market Trend
BTC is down, altcoins are generally down.
U.S. stocks are down, gold is soaring. Over the weekend, the U.S. launched airstrikes, and the Iranian leader was attacked and killed.
2) Market Highlights:
1. BTC is down, gold is up. BTC is showing more characteristics of risk assets similar to U.S. stocks.
2. The contract rates for RWA's XAU and XAG are as high as 1100%. The PAXG contract rate is actually negative. There is a significant difference in contract rates for precious metals between BN's contracts and Bybit's CFDs.
#美以袭击伊朗
1) Market Trend
BTC is down, altcoins are generally down.
U.S. stocks are down, gold is soaring. Over the weekend, the U.S. launched airstrikes, and the Iranian leader was attacked and killed.
2) Market Highlights:
1. BTC is down, gold is up. BTC is showing more characteristics of risk assets similar to U.S. stocks.
2. The contract rates for RWA's XAU and XAG are as high as 1100%. The PAXG contract rate is actually negative. There is a significant difference in contract rates for precious metals between BN's contracts and Bybit's CFDs.
#美以袭击伊朗
GM20260226
1) Market Trends: BTC rebounded, altcoins rebounded.
US stocks rose, crypto stocks saw a short squeeze rebound.
2) Market Highlights:
1. US-listed CRCL surged 30%, with Q4 revenue increasing by 77% year-over-year. As of the end of 2025, USDC's circulating supply reached $75.3 billion, a significant year-over-year increase of 72%. Q4 on-chain transaction volume reached $11.9 trillion, a year-over-year increase of 247%. The yield on reserve assets remained around 3.8%, a stable level. With the Federal Reserve entering a rate-cutting cycle at the end of 2025, the market was concerned that this would impact Circle's interest income. However, Q4 data proved that the surge in usage completely offset the decline in interest income. Financial guidance indicates that "other income" is expected to jump to $150 million - $170 million in 2026, a large portion of which comes from blockchain partners (such as Canton Coin transaction revenue sharing) and Arc's ecosystem support. The company guides future revenue growth of 40%. 2. US stocks are experiencing a short squeeze rebound due to micro-strategies. Micro-strategies are the most shorted stocks in the US market, with short positions accounting for 10% of their market capitalization.
3. DeFi's UNI (Union Exchange Units) are rebounding, as Wall Street capital has recently invested in DeFi.
#V神卖币
1) Market Trends: BTC rebounded, altcoins rebounded.
US stocks rose, crypto stocks saw a short squeeze rebound.
2) Market Highlights:
1. US-listed CRCL surged 30%, with Q4 revenue increasing by 77% year-over-year. As of the end of 2025, USDC's circulating supply reached $75.3 billion, a significant year-over-year increase of 72%. Q4 on-chain transaction volume reached $11.9 trillion, a year-over-year increase of 247%. The yield on reserve assets remained around 3.8%, a stable level. With the Federal Reserve entering a rate-cutting cycle at the end of 2025, the market was concerned that this would impact Circle's interest income. However, Q4 data proved that the surge in usage completely offset the decline in interest income. Financial guidance indicates that "other income" is expected to jump to $150 million - $170 million in 2026, a large portion of which comes from blockchain partners (such as Canton Coin transaction revenue sharing) and Arc's ecosystem support. The company guides future revenue growth of 40%. 2. US stocks are experiencing a short squeeze rebound due to micro-strategies. Micro-strategies are the most shorted stocks in the US market, with short positions accounting for 10% of their market capitalization.
3. DeFi's UNI (Union Exchange Units) are rebounding, as Wall Street capital has recently invested in DeFi.
#V神卖币
GM20260225
1）Market Trends
BTC continues to decline, altcoins are falling broadly. The contract rates for BTC and ETH are negative.
US stocks rebound, gold is strong. The RMB exchange rate has reached a three-year high. Traders in the US futures and options market are increasing their bets that the Federal Reserve will not only continue to cut interest rates this year but that the rate-cutting cycle may extend into next year.
2）Market Highlights:
1. BTC continues to decline, breaking below the long-term market average cost of 65000, and most US institutional investors are trapped.
2. Tokenized stocks on BN Alpha (AAPLon, GOOGLon, TSLAon, NVDAon, QQQon, CRCLon, METAon, AMZNon, SPYon, MSFTon).
3. Meme's Pippin hits a new high with a market capitalization of 800 million dollars and a contract rate of 100%.
#比特币2026年价格预测
1）Market Trends
BTC continues to decline, altcoins are falling broadly. The contract rates for BTC and ETH are negative.
US stocks rebound, gold is strong. The RMB exchange rate has reached a three-year high. Traders in the US futures and options market are increasing their bets that the Federal Reserve will not only continue to cut interest rates this year but that the rate-cutting cycle may extend into next year.
2）Market Highlights:
1. BTC continues to decline, breaking below the long-term market average cost of 65000, and most US institutional investors are trapped.
2. Tokenized stocks on BN Alpha (AAPLon, GOOGLon, TSLAon, NVDAon, QQQon, CRCLon, METAon, AMZNon, SPYon, MSFTon).
3. Meme's Pippin hits a new high with a market capitalization of 800 million dollars and a contract rate of 100%.
#比特币2026年价格预测
The average price is around 30 dollars
Alpha's first blind box
Remember to collect it at six
Remember to collect it at six
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