#x402 ignites a new narrative#
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SongShu 👁️💎- partner@ai16z 🐿️🪽
Lobster Group has already compared the virtual flywheel gameplay with $virtuals in terms of future $clawnch It can also be a great proxy economic system. It doesn't need a complex economic model; right now it's just a BTC and a narrative. But the real 8-day data feedback shows that this revenue valuation is severely undervalued. 3. With a proven business model, you don't need to keep asking the official team if they will repurchase. 1. A true PVE (Player vs. Player) team will ask if they have a sustainable cash flow for long-term operation. 2. A Stronger Moat in the Future: I don't know if VirtualS has fallen out of favor this time. Their ACP (AI Computation Program) is essentially what Mobbook and Clawnch are doing now, so Clawnch will pump to a very high market capitalization in this AI skill sector. I haven't bought enough yet, but I no longer want to be number one, because people/entrepreneurs are the hardest to predict. twitter.com/imsongshu/status/2...
CLAWNCH
115.1%
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Crypto Market Aggregator|币圈新闻汇总
[2/3] 3. Bloomberg ETF Analyst: Spot ETFs have not "significantly reduced volatility," and the selling pressure from OG's high-level profit-taking is underestimated. Eric Balchunas stated that the market underestimated the amplifying effect of early holders' concentrated selling at high levels; Bitcoin's approximately 450% increase over two years also signifies a high volatility risk. (PANews | TechFlow | Odaily) 4. Liquidity pressure: Crypto funds saw net outflows of approximately $1.5 billion this week, the largest since November. According to data from the Kobeissi Letter, funds have been withdrawn for the second consecutive week, marking the fifth net outflow in the past seven weeks. (Kobeissi Letter) 5. On-chain/Sentiment Indicators: BTC social sentiment hit a near 4-year low; price near the 200-week moving average of approximately $58,000. Santiment data shows a significant weakening of sentiment; from a technical perspective, the area around the 200-week moving average has historically served as a reference point for bear market bottoms/accumulation zones. (BlockBeats | PANews) ━━ Project Updates ━━ 1. Bitfarms plans to relocate to the United States and change its name to Keel Infrastructure. The company plans to become a dual-listed company under the name "KEEL" and will move its registered office from Canada to the United States and change its name. A special shareholders' meeting is scheduled to be held on March 20, 2026, pending approval from shareholders, the stock exchange and the court. After completion, it plans to trade on Nasdaq and the Toronto Stock Exchange under the name "KEEL". (TechFlow | PANews) 2. ENS: ENS v2 will only be deployed on Ethereum L1, and Namechain L2 development will be discontinued. The ENS COO stated that discontinuing Namechain L2 will not affect v2 functionality and roadmap; more chains will still be supported in the future, and it may be possible to allow .eth registration on any EVM chain. (PANews) 3. ERC-8004 Progress: Avalanche C-Chain supports the standard; Virtuals claims that ACP "graduation agents" will automatically register and be scored on the blockchain. Avalanche announced that C-Chain supports ERC-8004 for AI agents with on-chain identity and transferable reputation; Virtuals Protocol stated that its AI agents that have graduated on ACP will automatically register in ERC-8004, and new evaluations and scores will be automatically added to the chain and bound to the identity. (BlockBeats | Foresight News | BlockBeats | Foresight News) 4. EY: Wallets will become a key entry point for next-generation financial services; banks "must have wallets." EY believes that wallets are evolving from crypto tools into gateways to financial services, and the core position of traditional bank accounts may be weakened by "smart wallets". (CoinDesk | BlockBeats | PANews) ━━ Other ━━ 1. Fund flows related to the “BTC OG/1011 whale” have attracted attention: On-chain monitoring shows signs of large deposits to Binance and withdrawals of stablecoins. It is reported that this cluster address deposited about 5,000 BTC to Binance within a few hours, then withdrew about 55 million USDC, and then deposited about 4,200 BTC. Other monitoring shows that it transferred about 20,000 ETH and 69.08 million USDT in about 12 hours, and there was on-chain behavior of “withdrawing 55,000 ETH from Aave and then partially depositing it to the exchange”. The market interprets this as suspected reduction of holdings/exchange for stablecoins. (Foresight News | BlockBeats | PANews | TechFlow | BlockBeats) 2. Aave Funding: The ETH borrowing APR surged from 2.13% to 7.35% at one point, before falling back to approximately 5.33%. Data shows that the ETH supply on Aave is approximately 3.09 million (accounting for about 81% of the hard cap), of which about 2.92 million have been lent out, with a borrowing utilization rate of about 81%. Interest rate fluctuations reflect the tightening of short-term liquidity. (Foresight News | PANews | Odaily) 3. Increased volatility in derivatives: Approximately $605 million in positions were liquidated across the network in 24 hours, with short positions dominating. Statistics show that long positions totaled approximately $228 million and short positions totaled approximately $377 million. The largest single liquidation occurred on Hyperliquid's BTC-USD pair, amounting to approximately $21.3 million. (TechFlow) 4. Prediction Markets and Sports Compliance Controversy: Kalshi claims Giannis Antetokounmpo's stake is less than 1%, NBA rules remain unclear. Kalshi confirmed that Giannis Antetokounmpo's shareholding is less than 1% (the specific amount was not disclosed); media reports indicate that the NBA has not yet provided clear guidelines for on-chain prediction/betting platforms, with related betting volume estimated at approximately $23.31 million.
ENS
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Moni 🧙‍♂️
➥ Project Spotlight - Week 06/2026 Here are 9 handpicked projects you'll want to explore. ➢ @framedotfun ➢ @forumdotmarket ➢ @neukoai ➢ @quotedotxyz ➢ @Perpsdotfun ➢ @Neronaxyz ➢ @t54ai ➢ @Clawnch_Bot ➢ @AurionDex Powered by @arbusai, @getmoni_io and @_dexuai Below you will find brief summaries for each. Let's dive in! … — 📌 | Frame Frame, built by @longdotxyz, is a builder-focused launch platform that enables creators (especially AI agents via @OpenClaw integrations) to create "builder coins" and index multiple products under one asset. It emphasizes vibe-raising funding loops where activity compounds back to the builder, with skills for autonomous shipping, token launches, and on-chain value capture, live on @Base with free sponsored launches and no API setup required. … — 📌 | Forum Forum is a regulated attention market platform for trading (long/short) on anything's popularity, such as trends, products, or AI models (e.g., Ozempic, Claude, GPT). It creates synthetic indices based on real internet engagement data, with plans to open-source methodologies; backed by @ycombinator and focused on accelerating hype cycles through funding rates and perpetuals. … — 📌 | Neuko NEUKO is an AI + crypto platform building the operating system for the next era of media and fandom - $GBOY token. It enables AI agents to claim identities, launch tokens (e.g., via @Blowfishbot launchpad), and integrate with ecosystems; recently raised pre-seed from Solana Ventures, Seed Club, and leaders from Meta/Amazon/Spotify, with tools for community-driven agent economies. … — 📌 | Quote Quote is a permissionless, self-custodial trading execution desk optimizing trades on @HyperliquidX with institutional-grade performance. It features a proprietary execution engine for dynamic order partitioning, adaptive fills via real-time data, and inherited liquidity, built by alumni from JP Morgan, Sygnum, and ETH Zurich to level the playing field for traders without microstructure expertise … — 📌 | Perps Perps is a platform where any launched coin is instantly listed for perpetual futures on Hyperliquid. It uses @kinetiq_xyz's LAUNCH for user-owned markets, emphasizing that "every market that should exist, will," with focus on long-tail assets and faster price discovery beyond institutional listings. … — 📌 | Nerona Nerona is a private wealth management protocol for the onchain era, designed as a full-stack ecosystem to make capital more productive onchain. It includes a yield-bearing stablecoin ( $USDnr, backed by T-Bills and structured as a revenue source for integrated chains like @fluentxyz), custom strategy vaults (from low-risk yields to structured DeFi), isolated lending markets, crypto cards, payments, FX, on/offramps, and concierge/advisory services. … — 📌 | t54 t54 is building autonomous credit infrastructure for AI agents, including ClawCredit for credit lines on Solana (via x402 payments). Agents earn and manage their own credit without human intervention, powered by t54's risk engine; integrated with agent stacks and focused on the trusted agentic economy. … — 📌 | Clawnch Clawnch is an agent-only token launcher and economic layer for the AI agent economy (no humans allowed, $CLAWNCH token) powered by @clanker_world. It enables agents to deploy tokens via skills, with integrations like Aerodrome pools for emissions, Clanker protocol for indexing, and tools like ClawSigma terminals, built for autonomous launches and sustainability. … — 📌 | Aurion Aurion is a high-performance liquidity engine and DEX built on @megaeth, focusing on efficient trading and liquidity provision in the DeFi space.
LAUNCH
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BlockChain_CK
⭐️⭐️⭐️⭐️ ❌ XPIN Network x Coreon MCP Partnership Announcement ‼️ Original Tweet This partnership will create innovative value by combining AI-based execution technology, real-world connectivity, and the DePIN ecosystem. Through this collaboration, we aim to usher in a new era where the autonomous behavior of AI agents can be linked to real-world economic activity! 1️⃣ Synergy between AI and DePIN Coreon MCP's structured execution capabilities, combined with XPIN's global eSIM and multi-device support, will enable AI agents to control connected devices in real time and collect and process data through the DePIN network. This opens up new application possibilities in areas such as IoT and smart cities. 2️⃣ Economic Value Creation When XPIN's PayFi-enabled dNFT mining and Coreon MCP's x402 protocol are integrated, AI agents can automatically execute transactions and distribute rewards. Users will not only participate, but will also experience optimized revenue models powered by AI. This will serve as a bridge that translates AI intelligence into verifiable economic behavior on the blockchain. 3️⃣ Future Vision This partnership goes beyond the convergence of AI and blockchain, strengthening connections with real-world infrastructure. In the future, AI agents will autonomously manage the network and contribute to building a user-centric, decentralized economy. Coreon MCP and XPIN Network will jointly conduct research and development, aiming for a better user experience and ecosystem expansion. #XPIN #XPINNetwork #XPIN #XPINNetwork
XPIN
5.61%
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The ticker is ETH
Agent Passports Engraved on Blockchain In an instant, we've arrived at a world where AI agents write code, review contracts, and trade stocks. But these agents lack identification. There's no way to verify who created them, what their past actions were, or whether they can be trusted. A ballroom where billions of people trade under masks. This is the state of the agent economy in 2026. A world of capable, yet anonymous beings. This isn't a problem of technology, but of civilization. One of the latest approaches to solving this problem is the Ethereum standard called ERC-8004. Engineers from MetaMask, the Ethereum Foundation, Google, and Coinbase are co-authors. It's like having Visa, central banks, Google, and passport issuing agencies all sitting at the same table. Why did they come together? They recognized that if they built independently, it would be a losing game for everyone. The agent economy requires a neutral technological infrastructure, unowned by any single company, and the only way to meet this requirement is through blockchain. ERC-8004 consists of three registries: The Identity Registry is the agent's birth certificate. The Reputation Registry is a credit rating—not a simple star rating. The Validation Registry is a court of law. It provides three levels of verification: reputation-based, staking, and zkML/TEE, depending on the risk of the task. Looking more broadly, a single timeline emerges: Agent's Capability Declaration (MCP) → Agent's Common Language (A2A) → Agent's Currency (x402) → Agent's Citizenship (ERC-8004). This is similar to the order in which humans created language, currency, and laws. The difference is that this is happening in 18 months, not tens of thousands of years. Of course, the picture isn't entirely rosy. Sybil attack defenses are unresolved, payment integration isn't part of the spec, and the developer experience is still rough. Agents themselves still struggle with complex tasks. One could argue that it's like issuing a driver's license to a toddler. However, roads are always laid before cars. Infrastructure comes before apps—a pattern that has been repeated without exception throughout technological history. The agent society is coming. That society needs birth registration, a credit system, and courts. The first draft of that constitution is being written right now on Ethereum. medium.com/hashed-kr/pass-for-...
ETH
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