Weekly Highlights | Cryptocurrency Receives New Regulations but Bitcoin Doesn't Rise, TAO Remains Popular

PANews Editor's Note: PANews has selected the best content of the week to help you catch up on anything you might have missed over the weekend. Click on the title to read.

Macroeconomics and Regulation

Milestone guidance implemented: SEC and CFTC join forces, marking the end of the "securities of everything" era for the crypto world.

The U.S. SEC and CFTC jointly released a 68-page new guidance document clarifying that most crypto assets are not securities, providing a legal safeguard for mainstream assets such as Bitcoin. This shift towards clearer regulation is expected to eliminate market compliance discounts, ushering in a new era of certainty for the crypto industry.

Strategy buys over 40,000 Bitcoins in a week, using STRC to play a fixed-income game.

STRC, a financing tool that focuses on stable returns, has successfully packaged the highly volatile Bitcoin into a fixed-income instrument favored by traditional finance, continuously attracting funds from Wall Street and becoming Strategy's new growth flywheel.

List of crypto projects that shut down, transformed, or went bankrupt in 2026

Since Q1 2026, more than 20 projects have announced closures, transformations, or bankruptcies.

IOSG: A Paradigm Shift in Power Flexibility, From Macro Assets to Distributed Intelligent Layers

The power flexibility market is at a structural inflection point, with surging demand from AI data centers and grid pressures creating new opportunities. This study explores how the crypto-native DePIN model can revolutionize the power market and provide core support for AI and energy transition.

AI Observation

The AI ​​industry also has its own Satoshi Nakamoto – Jensen Huang.

The token that you saw in the past because you believed can now be seen without believing.

The "Detroit-to-Human" Moment in Private Equity: When AI Takes Over Alpha, What's Left for Human Fund Managers?

AI is rapidly replacing financial professionals, with private equity firms using AI researchers like OpenClaw to reduce costs and increase efficiency, and large quantitative firms moving towards multi-agent unmanned factories. Faced with this efficiency revolution, what is the value of human researchers? This article explores how AI is reshaping the competitive landscape of the asset management industry.

Jensen Huang's GTC Speech (Full Text): The Era of Deductive Reasoning Has Arrived, and Lobsters Are the New Operating Systems

Jensen Huang reveals the "Token Factory Economics" and the trillion-dollar AI computing power demand, explaining the 350-fold performance leap of the Vera Rubin system and how agents will reshape the future workplace.

Organizations and celebrities' creative ideas

OKX Ventures: Deconstructing the Economic Infrastructure of AI Agents (Part 1) – x402, ERC-8004, and Virtuals

OKX Ventures' in-depth research report reveals the path to the explosive growth of the AI ​​Agent economy, focusing on three core protocols: the x402 payment layer, the ERC-8004 trust layer, and the Virtuals business layer, and analyzing how applications such as OpenClaw build autonomous economic entities.

From Binance to CIO of a Middle Eastern Public Company: Bill Qian discusses the intersection of crypto, AI, and geopolitics.

First-hand observations from Dubai, the duality of Bitcoin, the AI ​​bubble, and asset allocation in turbulent times.

An interview with US Treasury Secretary Scott Bessent: Deconstructing the "world's imagination" amidst the macroeconomic fog of 2026.

US Treasury Secretary Scott Bessent shared his macro investment philosophy in a rare move: how to challenge 85% of market consensus, seek excess returns in the bond market and geopolitical conflicts, and for the first time revealed his "lifesaver" survival rules and science fiction underlying.

Interview with the founder of Hyperliquid: The crypto industry doesn't lack talent, but rather a sense of awe and the ability to execute policies that uphold "financial sovereignty."

How to build a decentralized global financial infrastructure through on-chain mechanisms such as no internal trading platform and automatic asset destruction. This paper explores how key modules such as HyperEVM and HIP-3 can realize the vision of "finance on-chain" and challenge the traditional centralized model.

Seize the opportunity

A quick look at Alliance's 18 latest graduation projects: Who will be the next Pump.fun?

The results of Alliance Incubator ALL16 have been announced, focusing on four major tracks: stablecoin payments, AI applications, prediction markets, and RWA tokenization. 18 startups are leading the next wave of blockchain innovation.

Founder's "First Aid Guide": Globally Renowned Accelerator Programs Available for Application in 2026

Organizations that have launched accelerators include Y Combinator, a16z Speedrun, and Sequoia Arc.

Earn $200 a day by using AI to predict the weather.

Last Friday, Polymarket launched a market for predicting the daily high temperature at Shanghai Pudong Airport. I built a prediction system over the weekend and earned $200.

Following institutional backing and price increases, let's re-examine the true value of Bittensor's 128 subnets.

Approximately 3,600 TAO (about $960,000) are allocated daily across all subnets, with the top ten controlling about 56% of the share.

Prediction Market Practical Guide: How to Integrate Polymarket and Hyperliquid with OpenClaw

Learn step-by-step how to use OpenClaw to integrate with Hyperliquid and Polymarket, and let AI place orders for you.

Web3 Matters

Re-examining RWA: Nearly 50,000 people's first on-chain transactions were not Bitcoin, but rather stock indices and crude oil traded via Hyperliquid.

RWA is not just about trading and holding; it's also creating new downstream demand: on-chain stock options and on-chain stock lending markets.

Pump.fun has entered the billion-dollar club. How much business does the "MEME ATM" still have left?

Pump.fun has surpassed $1 billion in cumulative revenue, firmly holding the top spot in the Solana MEME market. This article provides an in-depth analysis of the current status of leading platforms such as Pump.fun and GMGN, revealing that the MEME market is rapidly concentrating towards leading players, resulting in an increasingly differentiated industry landscape.

Hyperliquid "Invades" Wall Street: On-Chain Whale Paradise, Facing Compliance Pressure

Hyperliquid is poised for mainstream adoption, with decentralized pricing power becoming a focal point of discussion on Wall Street, attracting a large influx of whale. However, as on-chain transaction volume continues to expand, balancing decentralized innovation with regulatory compliance is becoming an unavoidable challenge.

Wall Street accelerates its move to blockchain: Nasdaq receives approval for tokenization pilot program, S&P 500 makes its first official entry.

The SEC has officially approved Nasdaq's pilot trading of tokenized stocks, and the S&P 500 has been authorized to list on Hyperliquid for the first time. Traditional financial giants are accelerating the process of putting assets on the blockchain, and the era of tokenized stocks is rapidly beginning.

A victim's account of a Metaverse real estate case: My $1.2 million has dwindled to just $6,400.

The metaverse real estate bubble bursts, and a digital real estate tycoon recounts his blood-and-blood investment history. From a peak of $1.2 million to a residual value of $6,400, this in-depth analysis delves into the "diamond hand" mentality and the pitfalls of NFT and virtual land investment.

Key Information

• Jupiter has launched Pre-IPO stock token trading functionality.

• Crypto exchage Gemini has laid off approximately 30% of its staff since the beginning of the year.

• Six countries issued a joint statement: prepared to take measures to ensure the security of the Strait of Hormuz.

• Animoca Brands has invested in AVAX tokens, aiming to drive Avalanche's expansion in Asia and the Middle East.

• The Bank of England kept interest rates unchanged at 3.75% as expected.

• The Bank of Japan kept its interest rates unchanged as expected.

• The Federal Reserve maintains its expectation of one rate cut in 2026.

• FTX will distribute an additional $2.2 billion to creditors starting March 31.

• The Federal Reserve announced that it would keep interest rates unchanged, in line with market expectations.

• Analysis: Last week, Strategy Group increased its Bitcoin holdings for the first time, primarily using preferred stock as its financing tool.

• Hyperliquid HIP-3 market open interest reached a record high of $1.43 billion in a single day.

• The US SEC and CFTC have released new cryptocurrency guidelines, clarifying that most digital assets are not classified as securities.

• Iran has designated several replacements for key state positions after the death of the Secretary of the Supreme National Security Council was confirmed.

• DAO governance platform Tally will shut down operations, citing relaxed regulations that have weakened the demand for decentralization.

• Sharplink: Last week's staking reward was 493 ETH, bringing the cumulative staking reward to 15,464 ETH.

• Analysis: If Strategy wants to hold 1 million Bitcoins by the end of the year, it needs to add approximately 6,158 Bitcoins per week.

• The Ministry of Commerce responded to the US launching a Section 301 investigation against 16 economies, including China: It has lodged a protest with the US.

• The 315 Gala exposed that a large AI model had been "poisoned," revealing that "brainwashing" AI has become an industry chain.