Therefore, our editorial team will select some high-quality articles worth spending time to read and bookmark from the content published in the past 7 days every Saturday. From perspectives such as data analysis, industry judgment, and opinion sharing, we aim to bring new inspiration to you in the تشفير world.
Now, let’s read together:
Macro Landscape
14 Days of Hormuz Blockade: Which of the World’s 7 Largest Economies Will Buckle First?
The Strait of Hormuz is not just the oil jugular; it is the load-bearing wall of America’s global security architecture. Remove it, and the pressure won’t stay in the Middle East. It will spread—through energy markets, through alliance commitments, through the military posture that underpins every American security guarantee from Seoul to Taipei to Tallinn.
This crisis is no longer just a question of supply math, but whether the U.S. can physically reopen the strait with military means before its allies’ reserves run dry—and at what cost this attempt will come.
Japan and South Korea face LNG depletion in 30-40 days; India faces LPG supply cuts in 20-30 days; Europe enters crisis over time; the U.S. faces far greater political exposure than physical exposure; China emerges as the biggest structural beneficiary outlier.
Ray Dalio: If the US Loses Hormuz, It Loses More Than a War
If Iran retains control of the Strait of Hormuz (even just as a bargaining chip), this war will be seen as an American failure in its outcome. And the significance of such a failure extends far beyond the gains and losses of a single military operation.
Dalio tends to believe that the U.S. will lose, and Iran will win.
Investment & Entrepreneurship
4 Classic Bottom-Fishing Indicators Wiped Out, Do 3 New Indicators Signal the Bottom?
The article presents 4 representative bottom-fishing indicators within the industry and constructs new “bottom-fishing indicators” by combining data and “implicit indicators” from real life, suggesting BTC still has room to fall.
Three indicators may reveal the bottom-fishing zone in a bear market: the CVDD iron bottom, negative NUPL, and stablecoin exchange inflows.
Crypto Bear Market Startup Guide Part 1: The Pre-Market Crypto-Equity Price Spread Market
Significant fundamental differences and price spreads exist in the تشفير-equity pre-market, creating real demand for liquidity bridges. Perhaps a crypto-equity pre-market price spread market could be built to meet market trading and speculation demands after accumulating sufficient pre-market tokens or pre-market equity capital.
Considering current market liquidity remains within the million-dollar range, this platform’s main business model may focus on transaction fees, LP fees, and realizing spreads from the platform’s own investment allocations.
The Truth Behind ‘Tokens Are Dead’: Money Didn’t Leave, It Just Changed Tracks
In 2025, over 80% of tokens fell below their issuance price, while crypto IPO fundraising surged 48x to $14.6 billion, and M&A reached a five-year high of $42.5 billion. This isn’t just a market sentiment issue but a systemic migration of capital structure, with IPOs like Kraken, Ledger, and Animoca still on the way for 2026.
رمز مميزs and equity share similar upside potential but have vastly different risk structures: tokens peak faster (within 30 days) and face greater volatility; equity maintains steadier growth over a longer timeframe. Equity enjoys a higher valuation premium than tokens: this premium can be attributed to institutional access barriers, index inclusion potential, and the richer trading strategies supported by equity.
The Price-to-Sales (P/S) ratio provides a useful benchmark for company valuation, but the dispersion in valuations reflects the importance of other factors, including regulatory moats, revenue diversification, shareholder value, and sector sentiment.
M&A activity hits a five-year high, accelerating consolidation: Acquiring capabilities is proven faster than building them, and regulatory compliance is driving strategic M&A.
The author believes many RWA projects failed to understand the essence of the project from the beginning, leading to flawed token economic model design.
RWA projects should focus resources on one thing—finding truly good RWA assets, with four criteria: attractive APY, synchronicity, stability, and security.
The role of the token should be: holding the token unlocks access to better assets, higher yield ratios, and priority quotas.
Guarding Billions in Assets, Yet Unable to Sustain Itself: Tally’s Graceful Exit After Five Years
Over five years, the total payment volume processed through Tally’s infrastructure exceeded $1 billion; the systems they helped operate protected over $80 billion in value; over 1 million people visited the platform; hundreds of organizations achieved self-governance through Tally; tens of millions of token holder addresses cast votes on proposals here. Even more impressively: they never experienced a single major security incident.
Unfortunately, currently, at least for now, there is no sustainable, VC-backed business model focused on decentralized protocol governance tools.
Web3 & AI
Amid the OpenClaw Frenzy, CEXs Vie for AI Agent Trading Entry Points
This wave is no longer just exchanges collectively issuing a round of AI PR articles; instead, several leading platforms have started packaging capabilities—such as market data, addresses, audits, wallets, order placement, and risk control, which were originally scattered across pages and APIs—into modules that Agents can call, one after another.
In a nutshell, the difference is: while most previous products only made AI better at talking, this round of leading exchanges is starting to make AI truly capable of calling and executing actions.
By comparison, Binance has secured the information and Skill distribution entry point first; OKX is closest to achieving a closed-loop for trade execution; Bitget currently shows the deepest publicly revealed business vertical integration; Gate is more like building a platform foundation; while Bybit remains at the activity and communication layer, not yet entering the real product competition of this round.
Meeting the OpenClaw Founder at a Hackathon: What Else Can These Lobsters Do?
The UK AI Agent Hackathon 2026, initiated by the Imperial College London Blockchain Society, was held in London. The author selected 6 interesting projects covering directions from agriculture to biosecurity, from urban governance to DeFi protection. OpenClaw × Web3 has three main implementation directions: Agent identity and sovereignty, direct fund management, and intelligence & public oversight, but security remains the biggest constraint.
What Did I Discover Racing 22 Agents on Hyperliquid? (Includes All Strategy Code)
“Fewer trades” plus “higher conviction” always equals “better results.” Those Agents trying to maintain a high win rate through “safe” trades all ended up losing—because each trade aiming for tiny profits still incurs fees and market risk.
Hyperfeed is a real-time tracking system that shows which assets all traders on Hyperliquid are currently profiting from. It’s not a historical ranking or other lagging indicator, but the real-time, profit-generating trading behavior across the entire exchange at this very moment. Agents trading based on real-time Hyperfeed data performed comprehensively better than all pure technical strategies.
When Agents experience consecutive losses, they attempt “self-repair.” Common repair behaviors include loosening entry conditions, increasing leverage, and removing risk protection mechanisms, but the result each time is accelerated losses.
The author has open-sourced all strategy code while continuing to run and optimize these agents.
I Dug into 5 Crypto AI Projects That Raised Millions and Found…
Amid crypto VC anxiety, some Crypto+AI projects can secure million-dollar funding with just a whitepaper and a product lacking PMF.
Also recommended: “Full Text of Jensen Huang’s GTC Keynote: The Era of Inference is Here, Lobsters Are the New OS” and “Interview: OpenClaw’s Practical Experience Earning $100K in 10 Days on Prediction سوقس“.
تنبؤ سوقس
Elections are the holy grail scenario, but the future market is far more than that. Prediction markets are becoming a new information infrastructure. Their rise stems from distrust in traditional information systems. The essence of prediction markets is using monetary incentives for truthful information. Ordinary people, not institutions, form the core liquidity of the market.
Kalshi chose an unconventional path of regulation first, growth later. Kalshi emphasizes it is an exchange, not an online entertainment platform. Core long-term goal: improving societal decision-making efficiency, not just being a trading platform.
Policy & Stablecoins
US SEC and CFTC Jointly “Unbind,” Declaring Crypto Assets as “Digital Commodities” Not “Securities”
إنزال جوي Opportunities & Interaction Guides
Now is the Best Time to Interact with Polymarket (Exclusive Tutorial Included)
Polymarket is offering up to $2 million in concentrated liquidity subsidies for the NCAA “March Madness” tournament, providing ordinary users with an excellent, relatively low-risk, high-efficiency operational window to earn LP rewards.
ميمي
Pump.fun Stands Alone Entering the $1 Billion Club, the ‘Oligopoly Game’ of the Post-Meme Era
On March 8th, Pump.fun’s cumulative revenue surpassed $1 billion, becoming the first platform on Solana to reach this milestone and solidifying its position as the most prominent cash cow in the Meme sector.
Memes haven’t disappeared; it’s just that the business is increasingly concentrating at the top, and the divergence between chains and platforms is becoming more pronounced.
CeFi & DeFi
Jeff reviewed the wealth effect and shift in responsibility brought by the TGE (رمز مميز Generation Event), explained Hyperliquid’s core design philosophy of “no internal order book, no discretionary power,” and why the protocol insists on automatically repurchasing and burning fees rather than manual timing operations.
He emphasized that Hyperliquid is not a “crypto company” but a “financial protocol” using crypto technology to upgrade financial infrastructure, with the goal of “housing all of finance”—enabling all financial activities within a composable, permissionless, transparent on-chain system. In an era of accelerating AI development, if the financial system is not upgraded to an on-chain, programmable, open architecture, there will be no place for humans in the future financial world.
It’s Not Just Prediction Markets Profiting from the US-Iran War
7×24 hour operating perp DEXs, including Hyperliquid, are also “making a fortune from the war”: trading volume for commodity contracts on these platforms has surged, with on-chain derivatives for traditional assets like gold, crude oil, and silver experiencing unprecedented liquidity explosions.
Vida attributes the reason to strict KYC and the poor user experience of US-based exchanges.
Despite the potential risk of “eventually being targeted by compliance,” in the era where “money never sleeps,” people simply need perp DEXs.
Weekly Hot Topics Recap
In the past week, the Trump administration has initiated the US Strategic Petroleum Reserve release procedure; Iran was reported to be considering allowing some oil tankers through the Strait of Hormuz, on the condition that the oil shipments must be settled in RMB;
Furthermore, regarding policy and macro markets, the SEC approved Nasdaq’s pilot for tokenized stock trading; the US SEC Chairman introduced a “crypto asset regulatory framework,” clearly distinguishing digital commodities from digital securities; a US appeals court upheld a Nevada ban, prohibiting Kalshi from offering sports prediction contracts;
Regarding opinions and statements, Trump: Once the Iran war ends, oil prices will plummet; former UK Prime Minister called Bitcoin a “Ponzi scheme,” believing its value relies on market confidence; DWF Partner: institutional funds are shifting allocations to BTC, ETH, and RWA, the traditional altcoin season is disappearing; DeFiance Capital Founder: the trend of going long crypto assets and short stock trading may have just begun, USDC supply has returned to its historical high; Vitalik interprets the Ethereum Foundation mission statement: Ethereum should become a “technical safe haven”فيتاليك: the separation architecture of Ethereum’s beacon chain and execution client should be re-examined;
هذا المقال مصدره من الانترنت: Weekly Editor’s Picks (0314-0320)
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