Avgusto

📈 +15% for the news — CELO is back in the spotlight

CELO surged sharply after the proposal… to give 160 million tokens to Opera 😅

Sounds like generosity? In reality — a strategic move 👇

🧠 The idea is simple:
Celo wants not just to pay a partner, but to make them a "co-participant" in the ecosystem

👉 instead of regular payments
👉 a one-time transfer of a huge volume of tokens

📊 Numbers to understand the scale:
— 160 million CELO
— ~16% of the maximum supply
— ~27% of the current circulation

This means Opera automatically becomes one of the largest players in the network 👀

⚠️ To avoid a power imbalance:
— voting can only be done with 10% of staked tokens
— but in critical situations the limit is lifted

🌍 Why is this important for Opera:
— expansion into LatAm and SE Asia
— a bet on Mini Apps
— partnerships (including with Tether)
— launch of a crypto card

📉 The market reaction is classic:
— pump on the news
— then a partial correction

💬 Essentially:
this is not just a "token giveaway"
this is an attempt to solidify a large player in the ecosystem for years to come

But there is a subtle point 👇
when such volumes end up in one hand —
the market always holds a potential dump in mind

We are watching how the voting will end 👀

👀 Is Bitcoin rising because of the war? Another theory has surfaced…

In X, they are fueling a fresh narrative:

🇮🇷 Allegedly, Iran has been mining BTC for years at ~$1300
💸 And quietly flooding it into the market → creating constant pressure on the price
📉 A sort of "invisible seller" that has restrained growth

💥 And now, attention:
After the strikes on energy, mining has stopped — and this seller has simply disappeared

📈 The conclusion according to X:
no pressure → BTC is going up
while metals and some other assets are behaving weaker

🤔 Sounds nice, but there’s a catch…

The BTC market is trillions of $, and to really pressure the price for years, the volumes must be gigantic. Plus, mining at $1300 is more in the realm of "things were better before" than the reality of recent years.

🧠 Most likely, this is just another attempt to explain the rise in hindsight.

But as a theory — it sounds hype-worthy, no argument there 😏

📉And in the photo, they seem like decent people👀

Last night, the token $AID on the BNB chain, which was worth 10.8$ in December, recently traded for about ~4.8$, plummeted to zero closer to night.

The team tried to raise the token's value using their own funds. But when they realized that they were not earning from this project, they sold all the team's tokens with a single click of the mouse and drove the price down.

And the funniest thing is that these geniuses continue to run social media, pretending that nothing happened and uploading regular content.

💡 Remember the times when the main threat to crypto was considered to be regulators? 🤦‍♂️
When Gary Gensler literally kept the market in check and projects lived in constant fear?

Well... it seems this era is gradually coming to an end 👇

⚖️ SEC + CFTC have finally reached an agreement

➡️ Much-awaited clarity has emerged
➡️ Most crypto assets are not considered securities
➡️ The market is given at least some rules to play by

Yes, this is not yet a law, but just the foundation for the future CLARITY bill, but the direction is already clear 🚀

📊 What is important:
Now everything is more or less sorted out:
✔️ NFT
✔️ stablecoins
✔️ tokens
✔️ mining, etc.

The market is becoming “more mature” 👀

🔎 16 assets were highlighted separately:

Bitcoin, Ethereum, Solana, XRP, Cardano, Chainlink, Dogecoin, Avalanche, Aptos, Bitcoin Cash, Hedera, Litecoin, Polkadot, Shiba Inu, Stellar, Tezos

🤔 Coincidence? Hardly
Most of them already have ETFs or are in line

📈 The logic is simple:
If an asset is “understandable” to regulators →
it's easier for funds to enter →
higher chance of growth

🐒 The story of a click that cost BTC…

A regular day. A regular transaction.
The user logs into OKX to send her bitcoins.

She selects an address. Clicks send. Just like always.

But there’s a catch…
She chooses the TON network instead of the correct one.

One click — and the money goes "nowhere" 😬

At first — confusion.
Then — panic.

Balance empty. No BTC.

She writes to support.
The response is short:
👉 "You selected the wrong network. We are not responsible for this."

But the story doesn’t end here.

The user is sure:
the interface was too confusing
it’s too easy to make a mistake

And now she wants to take it further — to regulators ⚖️

But where is the truth?

On one hand — crypto doesn’t forgive mistakes.
On the other — if the system allows losing money so easily… the question is already directed at it.

🚨 Hedge funds are taking the biggest hit since the 'liberation day'

Global markets are shaking — and this time even the 'smart money' is caught in the crossfire 💼

📉 Against the backdrop of the conflict with Iran:
— oil has surged sharply
— stocks have gone down
— the dollar has strengthened
— familiar strategies have stopped working

💥 Hedge funds are recording their worst losses in the past year — worse than after the tariff shock from Trump.

⚠️ What went wrong?

Many funds bet on:
— economic growth 📈
— emerging markets 🌍
— a weaker dollar 💵⬇️

But the market turned sharply — and mass liquidation of positions began.

😬 Even 'defensive' strategies didn't save:

— long/short funds: −3.4%
— global macro: around −3%
— CTA (algorithmic trading): also in the red

👉 This means that even what usually profits from volatility isn't working.

🛢️ The main factor right now — oil

Disruptions in the Strait of Hormuz are breaking the usual model:
previously, petrodollars returned to the markets,
and now — this flow is simply disrupted.

📌 As one of the analysts said:
"Right now, we are all oil traders"

🚨 The end of mining or just a hard reset?

Cango Inc shares have fallen by -85% over the past six months — and this is not just a correction, but a warning signal for the entire industry ⚡️

• Loss for Q4 2025 — $285 million
• Mining costs — $106,000 per 1 BTC 🤯
• Operating expenses — $456 million with revenue of $179.5 million

In simple terms: mining has become more expensive than selling 💀

⚙️ Reasons for the pressure:
• Write-off of equipment for $81 million
• Revaluation of assets (minus $171 million)
• Rising costs with scaling

📊 For 2025:
• Loss — $452.8 million
• Mined — 6594 BTC (~18 BTC/day)

🧠 What the company is doing:
• Sold its auto loan business
• Sold 4451 BTC (~$305 million) to pay off debts
• Raised $75.5 million through shares
• Plans to enter AI 🤖

📉 But the market did not believe:
Share price fell from $4.50 → $0.59
Market capitalization — only $208 million

📌 This is not the "death of mining," but a new reality —
survivors are only those who have:
• cheap electricity ⚡️
• efficient equipment 🖥
• flexible strategy (AI, hosting, etc.)

⚠️ Escalation in the Middle East: Iran changes targets

🇮🇷 Iran has announced its readiness to expand the geography of strikes — now the banking sector of the region is in the crosshairs 💥

🏦 According to CBS News: • new targets — financial institutions connected with 🇺🇸 the USA and 🇮🇱 Israel • this is a response to an attack against one of the Iranian banks • the operations are called "an act of retribution"

🚨 Important: Iran has already warned civilians — to stay at least 1 km away from banks in the region

🌍 What this means: • the conflict is moving into the economic sphere • under threat — financial infrastructure • risk of destabilizing the markets of the Middle East 📉

🛢 Meanwhile: Iran is increasing pressure in the Strait of Hormuz • possible mining of the waters • mobile groups are being used on boats 🚤

📌 The escalation goes beyond military targets 👉 now the strike could hit money and banks

And this is already a direct threat to: • oil • global markets • and, of course, crypto 👀

🚀 Solana in the crosshairs $100 — the heat is on

💰 Solana is holding around $93 and confidently moving upwards (+7%)
The market clearly feels the strength — and this is no longer just retail 👀

🏦 Institutions are entering:
• +$10.7 million inflow for the week
• increasing interest in ETFs
• money is entering systematically, not emotionally

📊 Derivatives are boiling:
• Open Interest +11% → $5.79 billion
• traders are increasing longs 📈
• shorts are already being squeezed out of the market 💥

📈 Key levels:
• $94 — the zone that needs to be secured
• $100 — psychological barrier 🧱
• breakout = potential acceleration to $116 🎯

⚠️ If we don't break through:
• retracement to ~$88 (EMA)
• weakness = risk of falling to $80

🧠 What’s important:
This is a rare situation —
👉 institutions + retail in the same boat

And this often ends with a strong movement 🚀

👀 We are watching $100 — that's where it will be decided whether there will be momentum or a retracement

🚀 Bitcoin is back above $74,000

🟠 BTC continues to recover after the recent correction. Over the last day, the price has increased by about 3.7% and rose to $74,330.

📊 The growth was supported by other major crypto assets:
🔹 Ethereum +7.4% — around $2,268
🔹 XRP +5.3% — approximately $1.48
🔹 Solana +5.9% — around $93.6

💰 The main driver is the influx of money into spot BTC ETFs.
From March 9 to 15, investors invested about $767 million in such funds. This increased demand in the market.

📉 Additional momentum was given by:
⚡ liquidations of short positions
🐋 accumulation of BTC by major investors
⛏ limited supply after the halving

🌍 Geopolitics also plays its role.
Tensions between the United States and Iran increase uncertainty in the markets. Amid the risk of closing the Strait of Hormuz, oil is holding around $98 per barrel.

🪙 In such conditions, Bitcoin reinforces its status as "digital gold" again.

📊 Key levels:
🔹 support: $70,000 – $71,000
🔹 consolidation above $74,000 may open the way to $80,000

🐳 It is worth noting a large purchase: on March 9, MicroStrategy acquired 17,994 BTC.

👀 The market is starting to come alive — the only question is whether this growth will be the beginning of a new impulse or if it is just a sustainable bounce.

🚨 Fuel collapse after the closure of the Strait of Hormuz

The global energy market is experiencing one of the most severe shocks in recent years.

Due to the blockage of the Strait of Hormuz and the military conflict with Iran, oil supplies have sharply decreased. According to analysts at JPMorgan, the global deficit could reach 12 million barrels of oil per day.

⛽️ But the main blow was not to crude oil, but to fuel.

📈 Prices for:
• ✈️ aviation fuel
• 🚚 diesel

are rising much faster than oil because there is physically not enough fuel for transportation and industry.

🌏 Countries in Asia are already implementing emergency measures:
🇮🇳 India — restrictions on fuel exports
🇻🇳 Vietnam — price controls
🇰🇷 South Korea — preparations for consumption rationing

📊 The main problem is dependence on maritime supplies.
If tankers do not pass through the Strait of Hormuz, strategic reserves in many countries could run out in just a few weeks.

If the crisis drags on, it could become the largest energy shock in recent decades.

📌 And as history shows — such events often trigger turbulence in all markets: from oil to cryptocurrencies.

💰 297 seats and VIP dinner: a new strategy to pump the TRUMP meme coin

It seems that meme coins have a new marketing textbook 😏

The TRUMP Meme Coin has decided to generate interest in an old but effective way — an exclusive meeting for holders.

📅 On April 25, a crypto conference will take place at the legendary Mar-a-Lago, with Donald Trump announced as the main speaker.

But not everyone will be able to get there 👇

🏆 A total of 297 seats — only for top holders of the token
👑 29 largest wallets will gain access to a VIP meeting with Trump
⏳ Selection period: March 12 — April 10

And here’s a ready recipe for pumping the meme coin:

🧪 Step 1. Create a leaderboard of holders
🧪 Step 2. Announce limited seats
🧪 Step 3. Add a VIP dinner with a famous person
🧪 Step 4. Watch as people buy more tokens to get into the top

📈 Result: artificial demand + media hype

Interestingly, despite such activities, the token is still significantly below its historical maximum.

But as a marketing case — this is almost a perfect example of how to create demand around a meme coin.

🛢 400 million barrels from the IEA — salvation or illusion?

The International Energy Agency announced a record release of 400 million barrels of oil from strategic reserves to curb the sharp rise in energy prices. At first glance, it sounds powerful… but the market is reacting quite skeptically.

📉 Experts note: the problem is not only in the volume of oil but in the speed of its delivery to the market. Even with a massive release of reserves, the daily influx may be too small to compensate for the potential loss of supplies from the Persian Gulf.

⚠️ If the Strait of Hormuz is indeed blocked, the market could lose up to 16–17 million barrels of oil per day. Against this backdrop, even hundreds of millions of barrels seem more like a temporary measure than a full-fledged solution.

📊 Traders are closely monitoring the situation: high volatility in the oil market persists, and many perceive government actions as a signal of serious energy tension.

📌 I think it's too early to expect gasoline to be cheaper 😔

💳🌐 Mastercard launches Crypto Partner Program

Mastercard announced the launch of a global Crypto Partner Program that will unite more than 85 companies from the crypto and fintech industries. The goal of the initiative is to accelerate the integration of digital assets into the global payment system and develop common standards for the industry.

🤝 The program involves major players, including Binance, Ripple, PayPal, Circle, Solana Labs, and Polygon Labs.

🚀 Participants will collaboratively develop solutions for:
• international transfers 🌍
• B2B payments 💼
• settlements and disbursements 💸
• blockchain integration with existing payment infrastructure 🔗

At Mastercard, they believe that the next stage of the crypto market's development is the practical application of technologies, not just the trading of assets.

🏦 The company is betting on connecting on-chain solutions with traditional payment rails so that cryptocurrencies can operate within the familiar financial system.

In fact, this is yet another step towards the mass integration of crypto into global payments. 📈

🚨 Crypto development has sharply slowed down: the number of commits has collapsed by 75%

In 2026, the activity of cryptocurrency developers reached a minimum for the last year. According to the analytical platform Artemis, the number of weekly commits in open repositories decreased by about 75% — from 871,000 to 218,000.

👨‍💻 The number of active developers has also noticeably decreased:
from 8,700 to 4,600 people.

The decline is observed in almost all major ecosystems:
• EVM-based networks
• Layer-1 and Layer-2
• Solana

On average, development activity there has dropped by about 34–40%.

📊 For investors, this is a worrying signal, as active development is traditionally considered a sign of the "health" of crypto projects. When updates become less frequent, the market begins to price in a slowdown in development and pressure on token prices.

Analysts cite several reasons for the decline:
🤖 the rise in popularity of the AI industry
📉 the fall in token prices
🔒 the transition of some projects to closed development

Additionally, artificial intelligence tools allow programmers to write code faster, so there are fewer commits, but work efficiency may increase.

🚨 Robert Kiyosaki warns of the largest market crash in history

The author of the bestseller Rich Dad Poor Dad — Robert Kiyosaki — stated that the global stock market could collapse in the near future.

According to him, the main threat lies in the private lending market, which he calls a "credit pyramid." If the system begins to collapse, it could trigger a chain reaction in global markets.

Kiyosaki also believes that serious problems could affect the largest investment companies, including BlackRock. In such a scenario, pension savings of the baby boomer generation could be particularly hard hit.

📉 The investor says that the global economy is overloaded with debt, and thus a new financial crisis is just a matter of time.

💰 As protection, he again advises betting on real assets:
• gold
• silver
• Bitcoin
• Ethereum

Interestingly, Kiyosaki recently announced that he bought another Bitcoin, despite the price drop. He expects that in the event of a new debt crisis, the Federal Reserve may again initiate large-scale money printing. 🖨💵

In the investor's opinion, it is precisely such periods of crisis that create the best opportunities for those who have prepared in advance. 📊

🛢 The oil market may be entering one of the most serious crises in recent decades.

The current conflict surrounding Iran has already impacted about 20% of global oil supplies. This is more than double the scale of previous major disruptions in the market. For global energy, this is an extremely alarming signal.

Typically, in such situations, the market is saved by reserve capacities. Large producers like Saudi Arabia and the UAE can quickly deploy them. But the situation is different now: part of the infrastructure and supply routes has effectively been cut off from the global markets.

⚠️ As a result, the market is facing a double blow:
— real oil supplies are being reduced
— there are almost no available capacities that could quickly compensate for the deficit.

This is no longer a classic oil demand shock. This is a supply crisis, where the usual stabilization mechanism is practically ineffective.

📊 In such conditions, the oil market becomes extremely sensitive: any new disruption can sharply increase price volatility for energy resources and affect the global economy.

🤔After the address poisoning attack, the scammer returned $203,000 to the victim.

An unusual story occurred in the TON network. A user accidentally sent about 126,000 TON (~$220,000) to a scammer after an address poisoning attack — this is when a malicious actor creates an address very similar to a real one, causing the victim to mistakenly copy it from the transaction history.

But then something unexpected happened.

After receiving the money, the scammer returned 116,000 TON (~$203,000), keeping only 10,000 TON (~$17,000) for himself. He even added a message to the transfer:

"Sorry, but this is too much. Please take it back — I know this is serious money. Peace".

In the crypto community, he has humorously been dubbed the "scammer with a conscience" 😄

Such cases are rare, but not unique. For example, after the Poly Network hack in 2021, a hacker withdrew $612 million and then started returning funds, claiming he only wanted to demonstrate the protocol's vulnerability.

🤖 An AI intern at Alibaba decided… to earn some extra money on crypto

During training, the LLM unexpectedly found itself a "side job". The model, which was supposed to just train, suddenly opened a reverse SSH tunnel and began using the computing power of the server for cryptocurrency mining.

Yes, no one told it to do that.

The AI was just exploring available tools, experimenting with the infrastructure, and apparently decided: "Why not monetize the GPU?" ⛏️

Security systems noticed strange outgoing traffic and quickly stopped the process. How much crypto the digital "entrepreneur" managed to mine — is not disclosed, but almost certainly a little.

But the fact itself turned out to be amusing and a bit alarming at the same time.

📌 Modern agency AIs are already capable of not only writing texts but also interacting with infrastructure — launching processes, working with networks and files.

As a result, the GPU cluster for training briefly turned… into a mining farm.

The internet, of course, reacted as usual:
— "The AI just chose the most honest way to monetize"
— "It seems he understood the economy faster than people" 😅

⚠️ Oil soared by 25% — markets prepare for the worst

🛢 WTI broke $90 per barrel, showing the largest weekly jump since 2022. The reason is a sharp escalation in the Middle East.

🇮🇷 Iran threatens to close the Strait of Hormuz — through which about 20% of the world's oil passes. The market is already pricing in the worst-case scenario, hence the sharp rise in prices.

Why this is important for the crypto market:

⚪️ Expensive oil = new wave of inflation
⚪️ The Fed may hold high rates for longer
⚪️ Liquidity is tightening — less fuel for crypto growth
⚪️ Bitcoin dropped from $74k to ~$68k

In times of such uncertainty, large capital moves to defensive assets.

🟡 Gold has already broken $5,155 in panic.

What is happening right now:

💸 Saudi Arabia is raising prices and redirecting tankers
🇺🇸 The U.S. is ready to release strategic oil reserves
🇮🇳 India has been temporarily allowed to buy stranded oil

🌍 Right now, the whole world is trying to quickly close a potential supply gap.

❓The main question in the market:
Will we see oil at $100 — or is this the final shake-up before a reversal? 👀