MayDayYoung

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#110-2026.03.29
Project Overview
Because:
So: https://x.com/HiJackyWu/status/2038078901315141962?s=20

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#109-2026.03.28
Project Overview
The pilot project of the National Data Bureau's trusted data space for the automotive industry is undertaken by China Automotive Data Co., Ltd. It has integrated full lifecycle data covering 390 million vehicles, constructing a big data resource library that encompasses 10 categories including materials, components, manufacturing, complete vehicles, market circulation, vehicle operation, aftermarket services, recycling, operational environment, and human-vehicle interaction.

China Automotive Data Co., Ltd. Trusted Data Space System for the Automotive Industry
This space solves the problem of '90% of automobile companies' data duplication' in the automotive industry chain by deploying technologies such as data sandboxes, privacy computing, and blockchain, achieving breakthroughs in three core scenarios:

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#086-2026.03.05
According to (Liberation Daily) report on February 26, Shanghai and Singapore have jointly created China's first fully online service application scenario for foreign-funded enterprise registration based on cross-border digital identity authentication, which has officially been put into use. Singapore's IFBH Group's Chuangxing Food (Shanghai) Co., Ltd. became one of the first beneficiaries, obtaining a business license across countries in just two days, without the need to submit paper notarized certification documents offline, completing identity authentication and electronic signing entirely online. This application scenario relies on cutting-edge technologies such as distributed digital identity, verifiable credentials, and blockchain, allowing Singaporean companies to complete the entire registration process in Shanghai at their local computers, significantly reducing time and financial costs. So far, the total number of foreign-invested enterprises established by Singapore in Shanghai ranks among the top three globally, with an average of more than 300 new enterprises established annually. The Shanghai side stated that it will promote this facilitation experience to more countries participating in the Belt and Road Initiative.

#108-2026.03.27
Project Overview
The energy industry trusted data space built by China Southern Power Grid Co., Ltd. has systematically opened 149 types of energy data, including power grid operation, power generation forecasting, and equipment status, and has formed 8 standard data sets. This space has created 125 application scenarios (35 of which are online), covering three major directions: digital grid construction, energy ecological development, and socio-economic services.
The integration of new energy intelligent consumption scenarios with the data chain of 'source-network-load-storage' has increased the number of installed users by 30% and reduced the abandonment rate of solar energy by 1%; the optimization and upgrading of power equipment scenarios have saved manufacturers tens of millions in R&D costs, and the equipment failure rate has decreased by 56%; the inclusive finance scenario, based on credit profiles of electricity consumption behavior, has facilitated loans of 1.6 billion yuan for small and micro enterprises.

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#087-2026.03.06
Event Overview
On March 5, 2026, the National Internet Information Office released the announcement of the 22nd batch of domestic blockchain information service filing numbers, with a total of 16 blockchain information service projects completing their filings. This batch covers various fields of blockchain applications including digital collectibles, points operations, traceability certification, evidence storage and solidification, and government services. The filing entities are distributed across 7 provincial-level administrative regions including Guangdong, Hubei, Hunan, Shanghai, Sichuan, Yunnan, and Zhejiang, with Yunnan ranking first with 4 projects (2 projects from Yunnan Lincai Technology and 2 projects from Yunnan Yunpu Huakai Wine Culture), while Guangdong, Shanghai, and Zhejiang each have 3 projects tied for second. The types of filing services include government application platforms such as 'Jiucheng Government Chain' and judicial evidence storage services like 'Evidence Star' (Jiangmen City Wuyi Notary Office in Guangdong Province), as well as market-oriented digital collectible platforms such as 'Shucangji', 'Xie'er Shucang', 'Mashu APP', and 'Chakan Teaken', along with industrial traceability applications like 'Lincai Trusted Traceability Blockchain' and 'Yunpu Huakai Wine Traceability Blockchain Platform'.

#088-2026.03.07

Born in 1986 in Chongqing, Wu Jihan is a Singaporean Chinese billionaire and cryptocurrency entrepreneur. In 2013, he co-founded Bitmain with Zhang Jincan, transforming it into the world's largest Bitcoin mining chip company, with revenues reaching $2.5 billion in 2017. He is a major supporter of Bitcoin Cash, which was born from a Bitcoin hard fork in 2017 aimed at increasing transaction capacity. In 2020, he made it onto the Forbes global billionaire list, becoming one of the youngest billionaires in Asia. He is currently the CEO of Bitdeer.

#107-2026.03.26
Report Overview
(Forbes) On March 23, an article by Hawkish Capital CEO Edoardo Francesco Sabatino was published, providing an in-depth analysis of how AI and blockchain are reshaping capital markets. He pointed out that blockchain provides a secure, transparent, and programmable financial underlying architecture, while AI acts as an intelligent layer to analyze data and execute trades. The key to the combination lies in structural compatibility: the data in blockchain, especially in smart contracts, is highly structured and consistent, making it an ideal input for AI processing.
(Forbes) Report homepage on 'How Artificial Intelligence and Blockchain are Reshaping Capital Markets'

#106-2026.03.25
Event Overview
On March 22, the Financial Secretary of Hong Kong, Paul Chan, attended the China Development Forum 2026 "Global Green Low-Carbon Transition and Sustainable Development" symposium in Beijing and delivered a speech. He pointed out that there remains a global funding gap of over $4.4 trillion annually to achieve the goals of the Paris Agreement, while investments in clean energy had already exceeded $2.2 trillion by 2025, with China contributing about one-third. Chan emphasized that Hong Kong will focus on "green finance + green technology," specifically proposing the integration of blockchain technology with green finance to attract more green financing.

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#105-2026.03.24
Event Overview
On March 19, guided by the Shanghai Data Bureau and the People's Government of Jing'an District, the 'Chain Gathering Trade and Smart Connection Globally' - 'Blockchain + Shipping Trade' scenario market was held at the 'Data Communication Chain Valley' in North Jing'an City, where the 'Top Ten Scenarios' of blockchain innovation applications in Jing'an District for 2025 were announced, covering three major fields: digital economy, inclusive finance, and digital governance.

'Chain Gathering Trade and Smart Connection Globally' - 'Blockchain + Shipping Trade' scenario market event site
The event focuses on the pain points of the shipping and trade industry, inviting several leading enterprises to share practical cases: Donghao Lansheng's 'Smart Trade Chain - Comprehensive Export Tax Rebate Service Platform' utilizes the unalterable characteristics of blockchain to achieve data sharing for customs clearance and tax rebates, reducing the risk of document forgery; the 'Blockchain Offshore Trade Scenario Service' enhances the efficiency of cross-border trade information verification; the shipping trade digital insurance scenario incorporates blockchain into risk prevention. Companies like Yita Technology and other AI enterprises are beginning to connect with the on-chain ecosystem, exploring the construction of a trusted data space. Jing'an District will continue to leverage the advantages of the 'Data Communication Chain Valley' platform to promote the in-depth application of blockchain technology in the shipping and trade field, serving the construction of Shanghai International Shipping Center.

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#104-2026.03.23
Overview of Core Concepts
According to Dongfang Caifu, Annie Co., Ltd. is leveraging blockchain evidence storage technology through its 'Copyright Home' platform to provide ownership proof, traceability services, and full-process compliance solutions for AI-generated content, becoming the 'water seller' in the AI era. The report emphasizes that with the implementation of regulatory rules such as the 'Interim Measures for the Management of Generative Artificial Intelligence Services,' the AI industry faces a rigid demand for copyright compliance, and issues such as the authorization risks of large model training materials, ambiguity in ownership of generated content, and difficulties in tracing infringement need urgent resolution. Annie Co., Ltd.'s blockchain evidence storage technology has been recognized by multiple internet courts, having completed over hundreds of millions of copyright evidence storage services, positioning itself at the infrastructure level of the AI ecosystem rather than the fiercely competitive application layer, and is expected to benefit from the release of industry demand.

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#103-2026.03.22
Project Overview
Coinbase is a cryptocurrency exchange platform headquartered in San Francisco, USA, founded by Brian Armstrong and Fred Ehrsam in June 2012. As the world's largest Bitcoin custodian and the largest cryptocurrency exchange in the United States, Coinbase operates in over 100 countries and regions, serving more than 108 million users and managing digital assets worth $516 billion, including 12% of the global Bitcoin supply and 11% of staked Ethereum. The company went public on NASDAQ on April 14, 2021, through a direct listing (ticker: COIN), becoming the first cryptocurrency exchange platform to be listed on a major U.S. stock exchange, and was added to the S&P 500 index component on May 19, 2025.

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#089-2026.03.08
On March 7, 2026, U.S. President Donald Trump released the latest (National Cyber Strategy), a six-page report that explicitly lists 'cryptocurrency and blockchain' as technologies that need to be 'protected and secured.' The report states: 'We will build secure technologies and supply chains that protect user privacy from design to deployment, including supporting the security of cryptocurrency and blockchain technologies.'

On March 6, the White House released the Trump administration's (U.S. Cyber Strategy). This report historically lists cryptocurrency and blockchain technologies as priorities that need to be 'protected and secured,' while emphasizing the implementation of post-quantum cryptography to address future threats.

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#102-2026.03.21
Core Information
Starting from January 4, 2026, Guangzhou officially launched the 'Guangzhou Real Estate Blockchain Financial Service Platform', which uses blockchain technology to achieve the full process online handling of real estate registration-related services. This platform relies on the advantages of blockchain's immutability, full traceability, multi-party authentication, judicial evidence preservation, and other technical advantages to achieve secure and trusted data sharing between real estate registration institutions and financial institutions. Financial institutions submit electronic application materials online, and after confirmation by the applicant, the registration institution accepts, reviews, and generates electronic real estate registration certificates based on the on-chain information, realizing 'zero run, no face-to-face' processing.

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#090-2026.03.09
Core Overview
On March 5, 2026, the director of the Beijing Microchip Blockchain and Edge Computing Research Institute announced at the representative channel of the Fourth Session of the Fourteenth National People’s Congress that a national-level blockchain network has been formed, aimed at locking high-value core data such as cross-border trade and global payment within autonomous systems. The blockchain-specific acceleration chip developed by the team can enhance performance by 50 times, successfully breaking through the computing power bottleneck of super-large-scale blockchain networks, allowing China’s trusted digital infrastructure to have a 'China chip.'

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#101-2026.03.20
Core Information
The General Catalyst Institute released a report in February 2026 (U.S. Resilient Defense: Enhancing the Speed and Agility of Combat Personnel), stating that future military advantages will no longer depend on larger ships, more stealthy aircraft, or faster missiles, but rather on faster decision-making speed.

(U.S. Resilient Defense: Enhancing the Speed and Agility of Combat Personnel) report cover
The report points out that traditional defense procurement takes ten years from concept to deployment, while the emergence of new technological capabilities takes only months. The gap between the speed of innovation and the speed of deployment has become a strategic vulnerability. Core points of the report include: AI enables real-time intelligence analysis by processing data from satellites, drones, and sensors; distributed trust technologies such as blockchain can maintain tamper-proof records for supply chain verification, autonomous system coordination, and multi-domain data authentication in adversarial environments; establishing 'Software Readiness Detachments' that report directly to combat commanders, bypassing centralized approval processes, compressing software update cycles from months to days; emphasizing the equal importance of resilience in the defense industrial base and investment in combat capabilities. Even if the most advanced autonomous systems or AI-driven decision support tools are developed, if the industrial base cannot manufacture at scale, maintain under operational pressure, or surge production during conflicts, these capabilities can only provide a 'theoretical advantage.'

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#100-2026.03.19
Core Information
On March 11, 2026, Mastercard officially launched the 'Crypto Partner Program', partnering with over 100 cryptocurrency exchanges, blockchain developers, fintech companies, and banking institutions, including Binance, PayPal, Ripple, Circle, Gemini, and Paxos, aiming to deeply integrate blockchain technology with its global payment infrastructure covering more than 200 countries and regions.

Mastercard 'Crypto Partner Program'

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#099-2026.03.18
According to reports from CoinDesk and PYMNTS on February 25, payment giant Stripe disclosed in its 2025 annual letter that the trading volume of its acquired stablecoin platform Bridge grew more than four times last year, indicating that the application of stablecoins is breaking free from the influence of the cryptocurrency market cycle. Although the price of Bitcoin has dropped by 50% from its peak last October and fell by 6% for the year, stablecoin payment volume doubled to about $400 billion, with approximately 60% coming from inter-business transactions. Stripe co-founders Patrick Collison and John Collison stated in the annual letter, “Perhaps now is the ‘crypto winter,’ but it is the ‘summer of stablecoins.’”

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#098-2026.03.17
Event Overview
Students engineers from the University of Southampton achieved a historic breakthrough on March 4, 2026, successfully recording critical operations and sensor data on the blockchain during a drone's real-time flight, creating a secure and tamper-proof activity log. The system uses the Minima blockchain protocol, with each device running a full blockchain node, data stored locally but verifiable by everyone on the network.
This is the first time a complete verification system has been run during real-time autonomous flight under such constrained hardware conditions. The project, led by Yi Cherng Tan, was completed in collaboration with industry partners such as Minima, ARM, and Siemens, demonstrating the reliability of blockchain verification systems under extreme environmental conditions (vibration, movement, limited power, and variable signal strength).

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#091-2026.03.10
On March 4, 2026, renowned investor and Bridgewater Associates founder Ray Dalio once again articulated his skepticism about Bitcoin on the All-In Podcast, emphatically stating "there is only one gold," dismissing Bitcoin's claim as "digital gold." He pointed out that over the past year, gold surged from 2,900 to 5,200 (an 80% gain), while Bitcoin plummeted over 45% from its October peak to $68,420.
Dalio identified three fatal flaws in Bitcoin: First, Bitcoin lacks true privacy—"any transaction can be monitored." Second, central banks will not purchase or hold Bitcoin as a reserve asset. Third, quantum computing could threaten the Bitcoin network's security. He emphasized that gold is not a speculative precious metal but rather "the most established money" and the second-largest reserve asset held by central banks. Against the backdrop of America's debt crisis and currency debasement, gold represents the best option for wealth preservation.
Notably, in July of last year, Dalio recommended a 15% portfolio allocation to Bitcoin or gold to optimize the "best return-to-risk ratio" in response to America's severe debt problem and ongoing currency debasement. However, since October, Bitcoin and gold have clearly decoupled, seemingly confirming his concerns about Bitcoin. Last month, Dalio also warned investors that the "World Order" led by the US for nearly a century has "broken down," with rising geopolitical conflict and economic disorder.
Analysis and Commentary
Dalio made a fundamental error: measuring a paradigm revolution by price volatility. Bitcoin's significance was never about how much it rises or falls in a year, but rather that it achieved—for the first time in human history—truly decentralized currency. No central bank, no government, no centralized institution's endorsement is needed to complete value transfer and storage globally. This is an unprecedented breakthrough in 5,000 years of monetary history.
More critically: even purely from a price performance perspective, Dalio's argument doesn't hold water. He uses one year of price performance to judge long-term value—a methodological flaw in itself. If we extend the timeframe to 5 or 10 years, Bitcoin's gains far exceed gold's. Bitcoin was around $200 in 2015, about $10,000 in 2020, and even at its current pullback to $71,000, the ten-year gain is still 355x. By comparison, gold rose from approximately $1,050 to $5,120 over the same period, a gain of about 387%. Short-term volatility does not equal long-term failure. Using a single year's trend to dismiss the value of a technological innovation is like declaring the internet has no future when the dot-com bubble burst.
Looking at the three "fatal flaws" Dalio raised, each one crumbles under scrutiny. The so-called "privacy flaw" actually demonstrates Bitcoin's transparency value—in a financial system rife with fraud and opaque operations, an auditable transparent ledger is actually an advantage. Moreover, second-layer solutions like the Lightning Network are improving privacy protection, and privacy coins offer additional options. As for the quantum computing threat, this would equally affect all encrypted communications in existing financial systems—it's not unique to Bitcoin, and the cryptography community is already researching quantum-resistant solutions.
As for the "central banks won't buy Bitcoin" argument, it further exposes the limitations of Dalio's thinking. This is Bitcoin's core feature: it neither needs nor should depend on central bank recognition. Assets dependent on government recognition can become targets for government confiscation. What's worth examining is that the systemic crisis Dalio himself describes—$7 trillion in spending against $5 trillion in revenue, debt six times income, "the world order has broken down"—these are precisely the reasons Bitcoin was created. When the traditional financial system collapses due to debt spirals and currency overprinting, isn't a fixed-supply, decentralized digital asset that cannot be controlled by any single government the ultimate tool for hedging such systemic risk?
More importantly, Bitcoin has already laid the foundation for the entire blockchain economy. From DeFi to NFTs, from smart contracts to DAOs, the entire decentralized ecosystem worth trillions of dollars is built upon the consensus mechanism Bitcoin pioneered. Even if Bitcoin itself is one day replaced by a superior cryptocurrency (which itself proves the value of free competition and technological evolution), the decentralization concept is already irreversible. It's like after the internet was born—regardless of whether certain protocols become obsolete, the digital wave cannot be stopped.
Dalio is right: balance is important. But he's wrong in judging new-world assets by old-world standards. Gold's value lies in 5,000 years of historical validation and central bank endorsement. Bitcoin's value lies in opening a new financial paradigm that requires no trusted intermediaries and cannot be controlled by any power structure. In an era of "world order collapse," perhaps what we need is not just central bank-approved reserve assets, but also a form of wealth that truly belongs to individuals and cannot be confiscated. This isn't an either-or choice, but rather understanding two different eras' logic.
About Ray Dalio
Ray Dalio is the founder of Bridgewater Associates, one of the world's largest hedge funds managing over $150 billion in assets. Dalio is renowned for his profound insights into macroeconomic cycles and is the author of bestsellers including "Principles" and "The Changing World Order." He has long focused on debt cycles, monetary policy, and great power competition, and is regarded as one of the most influential investment thinkers of our time.

Primary Reference:
https://cointelegraph.com/news/ray-dalio-cautions-bitcoin-safe-haven-asset
Tags: #Bitcoin #Decentralization #RayDalio

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#091-2026.03.10
On March 3, 2026, renowned investor and founder of Bridgewater Associates, Ray Dalio, reiterated his doubts about Bitcoin in a recent podcast, firmly stating, "there is only one gold," refuting the claim of Bitcoin as "digital gold." He pointed out that in the past year, gold rose from $2,900 to $5,200 (an increase of 80%), while Bitcoin plummeted over 45% from its October peak to $68,420.
Dalio believes that Bitcoin has three fatal flaws: first, Bitcoin does not possess true privacy, as "any transaction can be monitored"; second, central banks will not buy or hold Bitcoin as a reserve asset; third, quantum computing may threaten the security of the Bitcoin network. He emphasizes that gold is not a speculative precious metal, but rather the "most mature currency," and is the second largest reserve asset held by central banks. In the context of the U.S. debt crisis and currency devaluation, gold is the best choice for protecting wealth.