TechubNews

Written by: Yokiiiya

AI is a walled city, and Crypto is also a walled city. Those trapped inside want to escape, while those outside the walls want to break in. Whether AI or Crypto, most human desires are like this.

Today I suddenly felt a bit disoriented.

A Web3 friend I met last year has recently been obsessed with vibe coding; another Web3 friend has become a "lobster expert" lately, talking about agents, workflows, and how AI is beginning to truly take over work processes at various sharing sessions. Watching their changes, a sentence suddenly popped into my head: AI is a walled city, and Crypto is also a walled city.

Over these past two years, an increasingly obvious shift has emerged—people working in Web3 experience FOMO when they see AI, while people working in AI experience FOMO when they see Cry

In Q1 2026, the structural shift in blockchain transaction fees is notable. Ethereum's fees showed a slight decline amid Layer 2 proliferation, while Solana achieved revenue growth through low costs and high transaction volume. The competition between the two represents a battle of profit margins versus turnover rates, with current trends indicating Solana is gradually narrowing the gap with Ethereum.

Signs of easing US-Iran tensions stimulate global financial market stability, with stock prices rising and oil prices plummeting. Despite Iran's denial of negotiations, markets remain focused on developments, believing this could impact Federal Reserve rate cuts. The global economy still faces uncertainty, but the US has resilience, with market movements dependent on actual diplomatic results.

On March 29, 2026, BOT Chain will simultaneously host two industry conferences in Hong Kong and Bangkok, marking its global expansion and industry chain implementation. The Hong Kong conference will focus on technology verification and institutional partnerships, while Bangkok will concentrate on emerging markets and user growth, demonstrating its strategic upgrade and market capabilities, reflecting BOT Chain's extensive resource integration and strong execution capabilities.

Apollo Global Management limits redemptions from its funds, reflecting market concerns about private credit risks. Recent redemption requests have increased, prompting Apollo to process only 5% of applications. Other institutions like Morgan Stanley and BlackRock have adopted similar restrictions. This trend could impact investor confidence and spark discussions about the role of non-bank financial institutions.

Bit Mining purchased 65,341 ETH for $138 million on March 23, 2026, increasing its holdings to 4.66 million ETH, with stock price rising 3%. The company's core profit model is staking, with projected annual revenue of $184 million, and plans to expand holdings to 5%. Despite a $7 billion paper loss, the company remains optimistic about long-term prospects.

The first venture capital fund dedicated to prediction market startups, 5c(c) Capital, was founded by former employees of Kalshi. It plans to invest in about 20 infrastructure companies over the next two years. The establishment of this fund signifies a shift in the prediction market industry from platform competition to infrastructure competition, drawing the attention of many prominent investors.

As AI workloads continue to increase, the demand for resilient infrastructure is also rising. Dell Technologies is strengthening network resilience and data protection by launching new solutions to support AI infrastructure in the mid-market, emphasizing the importance of secure design. Dell aims to help customers address AI-related risks and compliance challenges.

The major New York stock market indices rose on expectations of easing tensions with Iran, with the Dow Jones gaining 631.00 points, the S&P 500 rising 74.52 points, and the Nasdaq climbing 299.15 points. Despite Iran's refusal to negotiate, markets remained optimistic, reflecting expectations for a de-escalation of the Middle East situation.

At Nvidia's GTC AI Conference, Lambda's Chief Strategy Officer Sam Khosroshahi emphasized that enterprises need to rebuild AI infrastructure to address complex workflows and drive the development of next-generation AI applications. He highlighted the importance of optical networks and revealed that Lambda is constructing a gigawatt-scale campus to help customers accelerate AI transformation and achieve long-term returns.

Fidelity recommends to the SEC integrating Bitcoin into Wall Street market infrastructure, while BlackRock's CEO emphasizes the impact of tokenization on the financial industry. Meanwhile, Iran's Revolutionary Guards launched attacks on Israeli and US bases, and MicroStrategy expects to hold over 800,000 Bitcoin by year-end. At the same time, Goldman Sachs raised the probability of US economic recession to 30%. Bitcoin outperformed gold amid US-Iran tensions.

Russia has decided to downgrade energy exports to Europe to a secondary priority, leading to heightened tensions between the two sides. Putin's envoy has criticized Europe's green energy transition decisions, claiming Europe is reaping what it has sown. As tensions escalate in the Middle East, Europe's focus on Russian energy is rising again, complicating energy diplomacy further.

Trump's remarks caused sharp volatility in South Korea's financial markets, with the Korean won plunging against the US dollar while the stock market rebounded. The market showed a significant reaction to the easing of Middle East tensions, highlighting the tight connection between international politics and finance. Future political developments will continue to impact the markets.