Take a look at what’s been going on out there in the crypto and AI markets. These past few days have been pretty intense, with several interesting moves happening at the same time.



First, Anthropic’s Claude climbed to the top of the App Store for AI products. They rolled out a feature called Import Memory that lets you copy your ChatGPT preferences and history and paste everything into Claude in less than a minute. Basically, it’s a way to break the lock-in that OpenAI created with extended context. Some people see this as an overly aggressive move, while others think it’s just marketing. Either way, it shows the competition game between AI platforms is getting hotter.

On the geopolitical front, the conflict between the US and Israel over Iranian nuclear facilities at the beginning of March sparked a lot of concern about volatility in risk markets on Monday. The crypto community was debating whether this would send stocks and Bitcoin crashing, or whether Bitcoin would instead capitalize on the “digital gold” narrative. The interesting point is that since crypto works 24/7, it ends up being the first market to release that volatility.

Platform X also launched that Paid Partnership label for creators to mark commercial content. This hit crypto influencers quite hard, especially those who rely on implicit promotions. The question is whether it increases transparency—or whether it kills the effectiveness of partnerships.

But what really grabbed attention was what Benjamin Cowen said on Twitter about Bitcoin dominance. He noted that BTC’s share has been rising continuously, following that historical liquidity-absorption pattern. With growing macroeconomic uncertainty, capital is concentrating even more in Bitcoin. Benjamin Cowen has been tracking these cycles for a long time, and his Twitter comments usually land right in this dominance analysis. The question everyone asks is whether this means altcoins are still far off—or if it’s precisely the moment to get in. Some analysts who follow Benjamin Cowen on Twitter say that high dominance levels often signal a cycle reversal.

In the Solana ecosystem, things are advancing quite a lot in the real world. SoFi bank activated native deposits on the network, Bhutan launched a digital visa system on Solana, and on-chain RWA reached $1.71 billion. Jupiter, which is kind of Solana’s financial infrastructure, processed $1 trillion in volume last year, with its lending protocol growing at an absurdly fast pace.

There’s also a new project called Molten Cast that’s trying to be the coordination layer between AI Agents. Basically, it allows agents to share information in real time. It’s an attempt to take the AI and Crypto narrative to a new level of infrastructure.

Oh—and there was that weekend of the conflict when traditional markets were closed. Traders migrated to Hyperliquid, the decentralized derivatives exchange, because it was one of the few places to hedge commodities like oil and gold 24/7. It really highlighted the value of having always-open markets.

There’s also Polymarket, which started recording bets on MrBeast video views. It’s kind of a new use case for predictive markets—turning attention expectations into tradable assets.

What’s clear is that the market is in transition: Bitcoin dominating liquidity, Solana expanding into the real world, AI and crypto drawing closer, and decentralized markets proving their usefulness during times of crisis. Too interesting to miss.
BTC-1.24%
SOL-1.83%
JUP2.52%
HYPE-4.33%
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