Gate Insights and Crypto Market Analysis

The New York Stock Exchange (NYSE) has signed a memorandum of understanding (MoU) with tokenization platform Securitize, as part of a broader effort to develop blockchain-based stock trading infrastructure for Wall Street. Securitize will become the first digital transfer agent, enabling it to

_The White House is reviewing two SEC proposals on digital assets and hedge fund disclosures, sent March 20 by Chairman Paul Atkins. Major regulatory shifts ahead._ The Securities and Exchange Commission has sent two proposed rules to the White House for review. One targets digital assets. The

Trump's delayed statement on social media regarding action against Iran triggered significant global market volatility. Although Iran denied reports of negotiations, markets interpreted the statement as evidence that presidential fear of market collapse may prompt him to avoid extreme measures. This demonstrates that Trump's unpredictability has become a market stabilizer, influencing market confidence and investment strategies.

Artificial Superintelligence Alliance has spent most of the past year under heavy pressure, with FET price losing over 90% from its all time high. That long stretch of weakness came with major setbacks, including ASI merger uncertainty and Ocean Protocol stepping away, which kept price action s

Author: Lv Liqing_JimmyLv; Source: X, @Jimmy_JingLv > Gold, stocks, and bonds falling simultaneously point to one word: stagflation. The last occurrence was in the 1970s, when Volcker raised rates to 20% to contain it. Day 24 of the Iran war. Gold dropped from $5,001 to $4,233, evaporating 15.4% in five trading days—the largest weekly decline since 1983. In the same week, Brent crude rose 8.5%, S&P 500 fell 3.1% (four consecutive weeks of declines), and South Korea's $KOSPI plummeted 6% intraday, triggering circuit breakers again. Many people's first reaction upon seeing gold fall is: "Is the war ending? Is risk-off demand disappearing? Should stocks be rising?" Take a look at oil prices—Brent

# Source: Grayscale Research; Compiled by: Jinse Finance ## Key Points: ----- **2026 Q1 characterized by volatility:** Geopolitical risks and macroeconomic re-pricing drove sharp market swings. **Industry-wide decline:** Returns across six major crypto sectors were negative for the second consecutive quarter, as risk-off sentiment and deleveraging accelerated. **Financial applications and tokenization projects lead:** Supported by institutional adoption and improved regulatory clarity, these projects outperformed the broader market. **AI-related tokens stand out:** With increasing focus on artificial intelligence and clear on-chain financial settlement needs from agents, the AI sector emerged strongly. ## Overall Performance The first quarter of 2026 was another challenging period for the crypto market.

The Solana Foundation is launching the Solana Developer Platform (SDP) to assist financial institutions in creating blockchain products, featuring tools for tokenization and payments, with early users including Mastercard and Western Union.

The SEC just removed the 25,000 contract position limit on crypto ETF options. Institutions can now build sophisticated hedging strategies, take larger positions, and manage crypto exposure with the

# Author: Maria Shen, Partner at Electric Capital; Translator: @金色财经xz All data and interactive charts in this article can be found via the link: ## Article Summary ---- We examined 501 real-world yield sources and cross-referenced them with currently attractive on-chain real-world assets (RWAs). 1. Stablecoin demand first brought Treasury bonds on-chain, and the current centralization of Treasuries is driving higher-yielding assets to follow. 2. Mainstream strategies enabling instant high-yield asset experiences have their yields compressed toward risk-free rates. 3. Abundant tokenizable yield-bearing assets exist. Seven opportunity clusters reveal the potential to be unlocked on-chain. 4. The biggest challenge is asset distribution. Among 35 yield-bearing non-stablecoin RWAs with market caps exceeding $50 million, only [content appears to be cut off]

Strategy, led by Michael Saylor, purchased 1,031 BTC for $76.6M, bringing total holdings to 762,099 BTC. This more measured acquisition follows previous larger buys and is funded through common stock sales. Current holdings are valued around $54B, about 7% below acquisition cost.

SurfAI has launched Surf Studio, a no-code platform enabling users to create Web3 applications and dashboards using simple language prompts. This innovation eliminates the need for technical skills, allowing anyone to build crypto tools while utilizing advanced AI capabilities and extensive blockchain data.

# Woke up, and BTC pulled back to 70k. On the drive this morning, the radio was reporting that gold came under pressure as the Fed's March FOMC meeting failed to meet rate cut expectations, erasing all gains for the year so far. Recently, geopolitical tensions in the Middle East have escalated, causing global capital markets to shake. According to classical narratives in traditional finance, geopolitical conflicts should push up gold prices—a logic rooted in gold's thousands of years of safe-haven attributes, long since becoming the instinctive reaction of market participants. Yet the market performance in March 2026 has shattered this stereotype: gold prices continued to decline, breaking through the critical support level of $4,500, while Bitcoin's decline was far smaller than traditional risk assets like stocks, displaying a certain characteristic of "relative safe-haven." This anomalous divergence, on the surface is a difference in asset price movements, but at a deeper level reflects a structural change long overlooked by the market: the investor base for gold and Bitcoin is undergoing a fundamental shift

Senator Elizabeth Warren (D-MA) has formally questioned YouTube megastar Jimmy Donaldson, known professionally as MrBeast, regarding his promotion of crypto products to a predominantly young audience. in a letter sent this week, Warren and Representative Warren Davidson (R-OH) demanded

Last week, the intelligent agent payments sector saw several major developments. Stripe and Paradigm's Layer 1 blockchain Tempo launched its mainnet and released the Machine Payment Protocol (MPP), creating competition with Coinbase's x402 protocol. Meanwhile, traditional financial giants like Visa and Mastercard are accelerating their deployment efforts, driving the convergence of stablecoins and blockchain payment infrastructure. This trend suggests that the intelligent agent economy will become an important component of future payment systems.

The article discusses maximal extractable value (MEV) in Ethereum transactions and its influencing factors. Transactions first enter the mempool, where searchers generate MEV opportunities through front-running and sandwich attacks. Block builders optimize transaction ordering to ensure profitability and win block production rights. The centralization risks and incentive mechanisms in this process have significant impacts on transaction execution, driving industry development and technological optimization.

Decentralized Finance (DeFi) has unveiled several experimental financial models that target changing the behavior of crypto assets in markets. One of these innovations is elastic supply tokens, also known as rebase tokens. These tokens adjust the number of circulating tokens instead of enabling

Author: Xiaojing Silicon Valley is buzzing with a new term: Tokenmaxxing. Inside Meta and OpenAI, engineers are competing on AI usage leaderboards. According to foreign media reports, one engineer even consumed 210 billion tokens in a week, equivalent to the text volume of 33 Wikipedias. Some people have AI bills exceeding $150,000 per month alone. An Ericsson engineer based in Stockholm spent more money on Claude than his own salary, but the bill was covered by the company. Token budgets are becoming a new type of workplace benefit for engineers, "just like free snacks or free lunch used to be." Shopify CEO Tobi Lütke released an internal memo as early as April 2025, announcing that "AI usage is a baseline expectation at Shopify," requiring all teams

Institutional investors aren't just betting on 'number go up' strategy for crypto anymore, they are shifting to hunting for steady sources of income. Many institutions already hold bitcoin BTC$70,945.00 and ether (ETH) on their balance sheets. While they are holding these assets for the long-term p

Financial technology company Omnes and financial services provider Apex Group said on Tuesday that they plan to issue a tokenized secured debt note backed by Bitcoin hashrate on Base. The two companies announced that they would tokenize the Omnes Mining Note (OMN), an institutional-grade