MarketWhisper

Pi Network (PI) has recently surged, showing weakening profit-taking trends. Kraken and LBank have been added as official centralized exchanges supporting PI trading, enhancing liquidity. On-chain data shows CEX net inflows turning positive, indicating strengthened holding intent among holders. Technical analysis shows PI still faces resistance but has rebound potential, requiring a breakthrough of the 50-day moving average and rising RSI to challenge the psychological $0.20 level.

European asset manager Amundi has partnered with tokenization platform Spiko to launch a $100 million Spiko Amundi Overnight Swap Fund (SAFO), selecting Chainlink as its oracle infrastructure. However, LINK has failed to break above $10 since February. Despite on-chain data showing declining LINK holdings and increased ETF inflows, market sentiment remains cautious, making it difficult for prices to rise in the short term, and institutional adoption has yet to become a price catalyst.

Startup t54 announces that its AI agents can now autonomously make payments using XRP and RLUSD on the XRP Ledger, achieving the first integration of AI agents with on-chain payments. t54's x402 protocol enables AI agents to autonomously take on tasks, verify them on-chain, and settle payments via smart contracts. Ripple's strategic investment signals its early positioning in the AI agent economy, which could potentially increase demand for XRP, though success will require time to verify.

VanEck research report indicates that while Bitcoin prices have declined, volatility and futures funding rates have stabilized. Miners face survival pressure and have sold off nearly all newly mined Bitcoin. Options market shows strong put demand, with historical data suggesting potential for a rebound. Overall on-chain activity has decreased, reflecting deepening financialization of the market.

Morgan Stanley has pushed back its expectations for Federal Reserve rate cuts to September and December, as oil price increases driven by Middle East geopolitical conflicts have raised inflation expectations and constrained the scope for accommodative policy. Market reaction shows weakening expectations for rate cuts, with the timing of future cuts dependent on inflation data and economic performance.

Open-source AI agent tool OpenClaw is rapidly gaining popularity in China, attracting users across various industries to train personal agents for diverse purposes. While the boom aligns with government-driven AI policies, it faces a dual dilemma of rising costs and safety regulations, leading users to concerns about its future development.

Israeli Prime Minister Netanyahu announced assistance to the United States in reopening the Strait of Hormuz, causing severe volatility in the international crude oil market with oil prices falling sharply. However, the natural gas and refined oil markets remain tight. Supply issues are shifting from supply chain disruptions to actual production capacity losses, and analysts maintain a cautious outlook on market prospects.

Solana ecosystem DApps revenue has dropped to $22 million, marking an 18-month low, while the derivatives market is also showing bearish signals with funding rates near 0% and option skew surging, reflecting institutional lack of confidence in the future. The rise of competitor Hyperliquid has further intensified the pressure, leading to erosion of Solana's market share in the derivatives sector.

The World Gold Council and Boston Consulting Group have jointly launched the "Gold-as-a-Service" white paper, aimed at establishing a unified open platform framework that connects physical gold with tokenized products to enhance gold's usability and transaction convenience in the financial system. This framework features six key functionalities including standardized issuance, high transparency, and improved liquidity, and is expected to accelerate institutional investors' entry into the tokenized gold market.

Google launched a new UI design platform called Stitch, directly challenging Figma, causing investors to fear its resource advantage, which led to Figma's stock price dropping nearly 8%. Stitch is positioning itself with collaborative efficiency and integration with Google's ecosystem as key selling points, but the market needs to observe its actual performance. Figma has deep community foundations and a robust plugin ecosystem, giving it defensive capabilities. This competition may accelerate industry innovation, but could also bring ecosystem fragmentation challenges.

South Korean President Lee Jae-myung has questioned the efficiency of the current T+2 settlement system and is pushing to shorten settlement cycles and introduce blockchain technology. Blockchain can enable instant settlement, eliminate counterparty risk, and enhance market liquidity. If South Korea successfully implements these reforms, it could gain institutional advantages in Asian markets.

The UK has initiated dissolution proceedings against Zedxion Exchange due to the provision of false information in its company registration. An investigation revealed that the company was closely related to Iran's Islamic Revolutionary Guard Corps and operated using fictitious identities. This dissolution represents the latest case of the UK strengthening regulatory oversight under new legislation, reflecting the country's efforts in combating sanctions evasion.

Citigroup lowered its 12-month Bitcoin price target to $112,000, primarily due to the stalled progress of the U.S. CLARITY Act in the Senate, which has dampened regulatory expectations. Meanwhile, Ethereum's price target was also adjusted to $3,175, facing dual pressure from policy delays and weakening on-chain activity. Analysts pointed out that future legislative opportunities are shrinking, and the market needs to recalibrate its risk assessment.

Nvidia's DLSS 5 technology demo video for "Resident Evil 9: Requiem" released by the company sparked approximately 90,000 dislikes, prompting Nvidia CEO Jensen Huang to respond to criticism by emphasizing that the technology preserves developers' creative control. However, Capcom developers pointed out they were not notified in advance about the demo content, triggering industry discussions and concerns about AI technology's impact on creative work.

The Strait of Hormuz saw shipping traffic plummet 95% due to US-Israel military operations, triggering severe volatility in global energy markets. Gold fell for seven consecutive days, silver declined over 13%, while Bitcoin showed relative resilience, revealing different asset reactions during crises. International response measures to ensure shipping lane safety remain unclear, with the energy supply crisis signaling prolonged price increases.

Meta withdrew its decision to remove Horizon Worlds from Quest VR devices following user feedback, stating that existing VR games will remain available, though no new content will be added. This decision comes against the backdrop of Meta's Reality Labs division facing nearly $80 billion in cumulative losses, with the company's future focus shifting toward artificial intelligence, indicating that the metaverse business is entering a period of contraction.

The U.S. Securities and Exchange Commission (SEC) and Commodity Futures Trading Commission (CFTC) released a cryptocurrency asset classification framework, designating XRP as a "digital commodity" and ending a five-year regulatory dispute. Although this news temporarily boosted XRP's price, it subsequently declined due to interest rate policies and market sentiment. The market is focused on the March 27 deadline for XRP ETF applications, which could serve as a new catalyst if approved.

SEC Chair Paul Atkins stated that only one class of crypto assets is subject to securities laws, with most digital assets falling outside its jurisdiction, and emphasized that different regulatory approaches will be adopted. As the CLARITY Act advances, legislation is critical to providing a durable framework for crypto regulation. Stablecoin regulatory issues remain unresolved, with obstacles existing before the bill passes, but progress is optimistic.

Iran's missile attacks have caused approximately 17% production capacity loss in Qatar's liquefied natural gas (LNG) production, with repairs requiring 3 to 5 years. This will have a long-term impact on global LNG supply, driving up prices and intensifying inflationary pressures. Market reaction has been swift, with European natural gas futures surging significantly, while Asian buyers face difficulties in securing alternative supplies. This incident will also prompt a reshaping of energy policies.

Wall Street financial services firm Cantor is competing to serve as IPO advisor for crypto platform FalconX. Cantor holds a competitive advantage due to its bitcoin lending partnership with FalconX. FalconX has strengthened its business positioning through three acquisitions, but the IPO timeline has been affected by market downturns, and whether it will ultimately go public remains to be seen pending changes in market conditions.