1️⃣ The Trump administration's attitude towards Iran continues to flip-flop
On one hand, it claims that the war may soon end, while on the other, it continues to escalate threats. The White House press secretary previously stated that if Iran does not abandon its nuclear program and continues to threaten the United States and its allies, Trump is prepared to launch a "devastating strike".
2️⃣ The US military announces the results of "Epic Fury"
The US Central Command stated that over the past month, the total number of targets struck has exceeded 11,000, and more than 150 Iranian naval vessels have been destroyed. At the same time, US officials revealed that the Pentagon is preparing for a possible ground operation in Iran that could last for several weeks.
3️⃣ The Iranian Revolutionary Guard issues strong warnings
The Iranian side stated that if the US and Israel continue to strike Iran's industrial system, the scale of the upcoming counterattack will be "beyond their imagination".
4️⃣ The conflict in the Middle East continues to escalate
The Israeli military deployed over 50 aircraft to strike Iranian nuclear facilities and weapon bases, including research and production facilities at the headquarters of the Marine Industry Organization. Meanwhile, the Israeli military stated that Hezbollah launched about 250 rockets at Israel in the past 24 hours.
5️⃣ World Foundation sells WLD over-the-counter
World Foundation is selling approximately $65 million WLD through OTC, with an average price of $0.2719. The funds raised will be used for core operations and ecological development.
6️⃣ Large on-chain fund movements are frequent
NYDIG transferred 4,500 BTC to market makers, worth approximately $295.5 million, with market speculation about potential sell-offs. On the other hand, an associated address of F2Pool withdrew 9,000 ETH and transferred it to Aave.
7️⃣ Ripple tests XRPL pressure with AI
Ripple has introduced AI into the comprehensive stress testing of the XRP Ledger and has currently identified over 10 vulnerabilities. The next version update will prioritize security fixes.
8️⃣ Binance Alpha to launch BASED
Binance Alpha is expected to launch the BASED project on March 30, allowing users to participate through a points mechanism to receive potential airdrops.
Last night’s explosive information collection! 1 minute to fill the information gap丨3/28
📉 Cryptocurrency Market
🔸 $BTC has been hit hard again, sliding from 70k to around 66k, suffering from the dual blows of escalating Middle Eastern conflict and rising interest rate expectations, dropping over 4% in 24 hours; the bulls clearly can't hold on this time.
🔸 $ETH continues to follow Bitcoin, currently reported at around 1992 USD, with basically no independent market action.
🔸 $SOL is also falling in sync, and not much bright spot has been seen temporarily.
👉 Personally, I feel that for a real short-term rebound, we still need to see if there are substantial signs of easing in the Middle East situation. Otherwise, it’s highly likely that it will continue to test the space below 66k.
📊 Global Stock Market
🔸 Last night, U.S. stocks fell across the board:
NASDAQ down 2.15%
Dow down 1.73%
S&P down 1.67%
😮💨 As the situation in the Middle East escalates, market sentiment was directly crushed, risk assets are collectively under pressure, and investors are forced to pick up the tab again.
🛢️ Commodities
🔸 Gold ended its continuous pullback and turned back to rise, increasing by 1.88% during the day, with risk aversion sentiment clearly returning.
🔸 Crude oil soared to around 114 USD again due to the impact of Iran blocking the Strait of Hormuz, with risks of energy supply disruptions reaching a peak.
👉 The market logic is very clear now: the more chaotic it is, the stronger gold and crude oil become; the more chaotic it is, the tougher risk assets feel.
🌍 Macroeconomic Dynamics
1️⃣ The Iranian Revolutionary Guard announced that the Strait of Hormuz is closed and has launched strikes against Israeli bases and U.S. military logistics targets; the U.S. assesses that the conflict may continue for another 2-4 weeks.
👉 This means that the conflict is unlikely to end in the short term, and inflationary pressures will likely continue to ferment.
2️⃣ Trump continues to openly support cryptocurrencies, stating that the U.S. will become a global Bitcoin superpower.
3️⃣ Insiders say that White House officials remain cautiously optimistic about the latest negotiations with Iran.
4️⃣ Morgan Stanley officially entered the Bitcoin ETF race and submitted an application for an ultra-low fee rate of only 14 basis points, with competition among institutions becoming increasingly fierce.
5️⃣ Fannie Mae has accepted cryptocurrency assets as collateral for home down payments for the first time, with Coinbase participating in the collaboration, moving the RWA narrative forward by another step.
6️⃣ NYSE parent company ICE has added a 600 million USD investment to Polymarket, with total exposure exceeding 1.6 billion USD, indicating that the prediction market has officially entered an institutional acceleration phase.
Last night's Crypto highlights collection, Get market focus in 1 minute丨3/27
1️⃣ US stocks continue to face pressure and decline
All three major indices closed in the red, with the Dow down 1%, S&P 500 down 1.7%, and Nasdaq down 2.38%, both S&P and Nasdaq recorded their largest single-day declines since the US-Iran conflict began on February 28.
Tech stocks continue to be hit, with Tesla down over 3%, and Nvidia down 4%.📉
2️⃣ Oil prices fluctuate at high levels, conflict risks are not over
Although the market once speculated on ceasefire expectations, the Middle East conflict has not truly eased, and the risk of interrupted crude oil supply still exists.
Affected by news from Trump, WTI briefly plummeted nearly $5 after hours, but quickly rebounded, ultimately closing up 2.64% at $94.12 per barrel, while Brent rose 2.88% to $101.19 per barrel.🛢️
3️⃣ Turkey sells gold in large quantities
Turkey sold 22 tons of gold in one week, marking the largest weekly sale since 2018.🥇
Trump stated that at the request of the Iranian government, the US will delay the strike on Iranian energy facilities by 10 days to April 6 and mentioned that negotiations between the two sides are progressing smoothly.
However, media cited Iranian officials responding that no relevant request has ever been made. ⚠️
5️⃣ US housing finance includes crypto as collateral for the first time
This is considered a significant signal, indicating that crypto assets are entering the real financial system faster, which is positive for the RWA narrative of BTC and stablecoins.🏠💰
6️⃣ Circle's stock price plummets 20%
The reason is that after the stablecoin regulatory draft was released, the market is worried that new regulations will restrict passive income models, directly interpreting it as a significant negative. The stablecoin sector faces increased short-term pressure.🔵
7️⃣ Binance launches AI Pro public beta
Binance has started testing the AI Pro trading tool, integrating AI market analysis + automated execution directly, and the AI trading narrative continues to heat up.🤖
8️⃣ SpaceX IPO is coming
The market expects this IPO's fundraising scale to reach as high as $40 billion to $80 billion.
Moreover, this time the approach is somewhat different, with retail quotas possibly reaching three times the regular amount, and investor meetings will be initiated after Easter.🚀
Last night's Crypto highlights collection, Get market focus in 1 minute丨3/26
1️⃣ US stocks closed higher
📈 The three major US stock indexes rose collectively, with the Dow Jones up 0.66%, the S&P 500 up 0.5%, and the Nasdaq up 0.77%.
2️⃣ International oil prices rebound
🛢️ Due to the ongoing conflicts in the Middle East and low traffic in the Strait of Hormuz, both WTI and Brent crude oil prices continued to rise. WTI crude oil rose by 3.25%, reporting $91.7 per barrel; Brent crude oil rose by 2.39%, reporting $98.36 per barrel.
3️⃣ Iran sends a hardline signal
⚠️ Iran has stated that there are currently no conditions for either a ceasefire or negotiations, and has put forward five demands for a ceasefire, including: stopping aggression and assassinations, ensuring that war does not happen again, paying war reparations, a comprehensive ceasefire on all fronts and resistance organizations, and recognizing Iran's sovereignty over the Strait of Hormuz.
4️⃣ Trump plans to form a technology advisory group
💼 Reports indicate that Trump plans to appoint Zuckerberg, Huang Renxun, Ellison, and Google co-founder Sergey Brin to the technology advisory committee.
5️⃣ SEC sends positive signals
🏛️ SEC Chairman Paul Atkins stated that the exemption policy for tokenized innovations may be implemented within weeks, clearly expressing support for the innovative experiments of crypto enterprises.
6️⃣ Tether promotes comprehensive audit
🔍 Tether has hired the Big Four accounting firms to conduct its first comprehensive reserve audit, which means further upgrading the transparency of USDT.
7️⃣ Tokenized securities continue to accelerate
🌐 NYSE collaborates with Securitize to launch a 24/7 tokenized securities platform, which also means that the integration of traditional finance and on-chain assets is further accelerating.
Spot gold has fallen for the eighth consecutive trading day, setting the longest losing streak since October 2023. The downward trend accelerated significantly during the U.S. trading session, with a drop of over 150 dollars at one point, hitting a new low in over a month, ultimately closing down 3.45%, at 4491.15 dollars/ounce; spot silver also fell below the 68 dollar mark, ultimately closing down 7.04%, at 67.79 dollars/ounce.
📉 The intensity of the sell-off in precious metals is no longer an ordinary correction.
2⃣ Middle East situation escalates again
Trump demands that Iran open the Strait of Hormuz within 48 hours, or else he will destroy its power plants. In response, the Iranian Islamic Revolutionary Guard Corps firmly stated: If the U.S. really attacks Iranian power stations, Iran will immediately take four countermeasures, including completely closing the Strait of Hormuz.
⚠️ This is no longer just talk; the market fears disruptions in energy transportation lines.
3⃣ Israel-Iran conflict fully intensifies
Israel's Dimona was “directly hit” by an Iranian missile, with sensitive nuclear facilities nearby; the Iranian missile also caused large-scale casualties in Israel's Arad. The Iranian armed forces stated that military operations have shifted from “defensive” to “offensive.” Israel has also made strong statements, with the defense minister saying they will “significantly increase” strikes against Iran, and Netanyahu stating that they will directly target the leaders of the Iranian Revolutionary Guard, calling on countries to join military actions against Iran.
🔥 The situation has escalated from testing to clear confrontation, and risks continue to rise.
4⃣ Federal Reserve cautious in tone
Federal Reserve Vice Chairman Bowman stated that they still expect to cut interest rates three times in 2026. Governor Waller mentioned that due to rising oil prices, he has “urgently withdrawn” the rate cut vote from March; however, if employment weakens, he will still support rate cuts later this year, while also not believing it is necessary to consider raising rates now. Powell publicly praised Volcker for his courage in resisting political pressure back in the day.
🏦 In short, the Federal Reserve is currently being pulled by oil prices and employment, making the pace of rate cuts less smooth.
5⃣ Resolv Labs stablecoin attacked
Resolv Labs' USR stablecoin was attacked, with hackers using a small amount of USDC to mint tens of millions of unsecured USR, causing the price to briefly decouple to 0.06 dollars. The team has now suspended the protocol and stated that the collateral pool remains intact.
Last night's Crypto News Roundup: Get the Market Focus in 1 Minute | March 23
1️⃣ Precious Metals Continue to Plunge
Spot gold has fallen for the eighth consecutive trading day, marking its longest losing streak since October 2023. The decline widened further during the US session, with a drop of over $150 at one point, hitting a new low in over a month, ultimately closing down 3.45% at $4491.15 per ounce. Last week's drop was the largest since 1983.
Spot silver also succumbed, falling below the $68 mark, ultimately closing down 7.04% at $67.79 per ounce.
2️⃣ Middle East Tensions Continue to Escalate
Trump demanded that Iran open the Strait of Hormuz within 48 hours, or he would destroy Iranian power plants.
The Iranian Islamic Revolutionary Guard Corps responded strongly, stating that if the threats materialize, Iran will immediately take four countermeasures, including the complete closure of the Strait of Hormuz.
3️⃣ The conflict between Israel and Iran escalates further.
Reports indicate that Israel's Dimona region was directly hit by an Iranian missile, near a sensitive nuclear facility; the missile also caused mass casualties in Israel's Arad region.
The Iranian armed forces stated that their military operations have shifted from "defense" to "offense."
Israel is also escalating its statements: the Israeli Defense Minister stated that it will "significantly increase" its attacks on Iran; Netanyahu went so far as to declare that he will directly target high-ranking members of the Iranian Revolutionary Guard Corps and called on other countries to join the military action against Iran.
4️⃣ Divergent signals emerge within the Federal Reserve.
Federal Reserve Vice Chairman Bowman stated that he still expects three interest rate cuts in 2026.
Governor Waller stated that he "urgently withdrew" his vote for a March rate cut due to rising oil prices, but emphasized that he did not believe a rate hike was necessary; he would still support a rate cut later this year if employment data weakens.
Powell publicly praised Volcker, emphasizing his "courage to resist political pressure."
5️⃣ USR Stablecoin Attack
Resolv Labs' USR stablecoin was attacked. Attackers minted tens of millions of uncollateralized USR using only a small amount of USDC, causing the price to briefly de-peg to $0.06.
The team has currently suspended the protocol and stated that the collateral pool is intact and there has been no asset loss.
Last night's Crypto explosion information collection, get market focus in 1 minute丨3/22
1️⃣ The situation in the Middle East continues to escalate
The Middle East war is still fermenting, and there are no signs of easing in sight. Trump has demanded that Iran open the Strait of Hormuz and even threatened to destroy its power plants, creating a more intense atmosphere.
2️⃣ Iran's tough response
Iran has warned that if its energy facilities are attacked, it will retaliate against three key facilities of the United States and its allies, escalating the situation further.
3️⃣ The market's main line is starting to switch
Currently, the trading logic has gradually shifted from simple "geopolitical risk aversion" to "inflation expectations + monetary policy game." This round of conflict in the Middle East has directly ignited the oil market and rekindled market concerns about global inflation rebound. Spot gold has fallen below 4500 USD during the day, marking the eighth consecutive trading day of decline.
4️⃣ New developments in U.S. cryptocurrency legislation
U.S. senators have reached a compromise on the stablecoin yield provisions in the cryptocurrency market structure bill, which is being moved to the Senate hearing stage.
5️⃣ 0x report names Base network issues
The 0x protocol released a report stating that there are systemic quoting fraud issues with some propAMMs on the Base network, primarily involving Flashblock tail inducements followed by price adjustments.
6️⃣ Bitcoin mining difficulty decreased
The Bitcoin network difficulty has been reduced by 7.76% to 133.79T, with the average block time extended to 12 minutes and 36 seconds.
7️⃣ Amazon wants to return to the smartphone market
Amazon plans to re-establish its smartphone business, focusing not only on hardware this time but also on deeply integrating AI capabilities into the devices.
8️⃣ Solana Foundation chairman pessimistic about blockchain games
The chairman of the Solana Foundation bluntly stated that blockchain games are already "dead" and expressed that the tens of billions of dollars invested in the industry in the past may become one of the worst bets.
9️⃣ Zhiyu forecasts GLM-5.1 will be open sourced
Li Zixuan, the global head of Zhiyu Z.ai, posted on X: "Don’t panic. GLM-5.1 will be open source."
The specific launch time and model details have not yet been announced.
🔟 Claude Code launches cloud scheduling tasks
Claude Code has launched a cloud scheduling task feature, capable of automatically reviewing PRs and automatically upgrading dependencies, without requiring continuous local operation, advancing development collaboration another step.
Last night's Crypto explosive information collection, Get market highlights in 1 minute丨3/21
1️⃣ Precious metals plummet
Spot gold plunged all the way down during the European trading session, dropping as much as 7% at one point, hitting a low of 4502.57 USD/ounce, and finally closed down 3.49%, reported at 4650.33 USD/ounce.
Spot silver didn't fare much better, returning to around 65 USD at one point, ultimately closing down 3.33%, reported at 72.82 USD/ounce.
👉 This round of precious metals is indeed quite harsh.
2️⃣ U.S. stock markets all closed down 📉
The Dow fell 0.44%, the Nasdaq fell 0.28%, the S&P 500 fell 0.27%, and the Nasdaq China Golden Dragon Index fell 1%.
👉 Overall, the sentiment for risk assets is still cautious.
3️⃣ Rate cuts are not in sight, and the market has even started betting on rate hikes 🏦
As of this morning, the pricing in the interest rate futures market shows that the Fed's rate cut this year is only left with 5.5 basis points, and there are even bets on rate hikes appearing.
👉 Originally waiting for easing, but now it looks increasingly problematic.
4️⃣ The U.S. stance on Iranian oil has changed 🛢️
Bessent stated that sanctions on Iranian offshore oil may be lifted in the coming days, or strategic oil reserves may be released again.
It also mentioned that it will not attack Iranian energy facilities but aims to use Iranian oil to lower oil prices.
👉 This idea is very straightforward, just aiming to work on oil prices.
5️⃣ Iran warns: retaliation is not over ⚠️
A spokesperson for the Iranian Armed Forces Joint Command stated that retaliatory actions against attacks on Iranian energy infrastructure are not over.
👉 Over here in the Middle East, it is clearly far from a real easing.
6️⃣ Crypto layoffs 12% 🤖
Crypto announced layoffs of about 12% (180 people), citing the reason as improving operational efficiency through AI integration.
👉 AI cost reduction and efficiency increase have already begun to directly impact the internal structure of crypto companies.
7️⃣ Animoca increases investment in AVAX 🚀
Animoca Brands invests in AVAX and reaches a strategic cooperation with Ava Labs, focusing on the layout of RWA, games, and entertainment ecology in Asia and the Middle East.
👉 This cooperation is clearly pushing towards regional expansion and application landing.
8️⃣ Coinbase BTC yield fund goes on-chain 💰
Coinbase's BTC yield fund has been tokenized on the Base chain through the Apex protocol.
👉 Traditional yield products continue to move on-chain, and the asset on-chain path is still accelerating.
Last night's Crypto highlights collection, Get the market focus in 1 minute丨3/19
1⃣ $BTC held strong against geopolitical risk shocks, rebounding to 71k. This adjustment is considerable, but the key position has temporarily held. 📉
2️⃣ A certain ancient Bitcoin whale transferred 1,000 BTC to the exchange, worth about 71.57 million USD. 🐋
With large transfers appearing, the market will naturally pay more attention.
3️⃣ Powell's hawkish remarks quickly cooled interest rate cut expectations, leading to a sell-off in US Treasuries and a rise in yields again. 📊
One can only say that this is basically within expectations.
4️⃣ CICC stated that the current space for rate cuts remains limited, and a real restart of rate cuts may have to wait until the second half of the year. ⏳
5️⃣ $HYPE broke through 40 USD, continuing to strengthen against the trend, with Arthur Hayes still shouting a target of 150 USD, and spot-futures funds are also expanding in sync. 🚀
Whether this wave is a true trend or just emotional hype remains to be seen.
6️⃣ The Tempo launched by Stripe, bringing in payment giants into the USDC settlement ecosystem, continues to expand the scenarios for stablecoins. 💳
7️⃣ $BARD's second season airdrop has landed, with Binance once showing a 1.5 times premium on the eve of unlocking. 🎁
However, as the unlocking date approaches, short-term selling pressure should also be prepared in advance.
8️⃣ Think tanks warn that the window for US strikes on Iran may only remain for a few weeks, and Israel may subsequently take over to launch longer-term actions. 🌍