Hard to justify the multiple differential imo unless you have some deeply differentiated perspective on either: growth in hype market share, change in defi volumes as % of cefi, or success of the Hype EVM.
Today, HOOD has 9 business lines running >$100m, ~15m MAU / 25m funded

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The most visible bitcoin buyers in the world are buying at near-record pace. It is not enough.
A CryptoQuant weekly report showed overall 30-day apparent demand at negative 63,000 $BTC as of late Marc...

Five data sources say the same thing about bitcoin market. It's thinning from the inside

Source: Synced

Just now, a historic "closed-door" event occurred in the AI community.

Anthropic has officially banned access to OpenClaw using its own subscription plan!!!

Boris Cherny, the creator of Claude Code, announced: Starting at 3 PM EST on April 4th (3 AM Beijing time on April 5th), Claude will block all third-party tools; access to these tools will only be available through additional subscription plans or APIs.

[OpenClaw] This means that thousands of users who rely on OpenClaw for improvements...

Anthropic officially blocks OpenClaw, causing a global developer crisis within 24 hours.

Boris Cherny, head of the Anthropic Claude Code, announced that starting in April 2026 [...]
The article, "Anthropic Subscribes to Claude Code and Bans OpenClaw Lobster! From Now On, Third-Party Tools Will Only Be Available with Paid Quotas," was originally published on BlockTempo, the most influential blockchain ABMedia media.