Teacher王

Development of Tracks
Dex Track: Uniswap —— 1inch —— SushiSwap —— PancakeSwap —— Other Dex
L2 Track: Optimism —— Arbitrum —— Starknet —— zkSync
Domain Track: ENS —— Space ID
NFT Platforms: OpenSea —— Blur —— Magic Eden
Perp: Hyperliquid —— Aster —— Lighter
Stablecoin Track: Plasma——Stable——ARC?
Prediction Market Track: Polymarket——Kalshi——Opinion

#空投大毛 #空投分享 #Polymatket

【AI Crypto Morning Report | March 13】
Today, the AI sector collectively rebounded, with core cryptocurrencies all in the green:
✅ RNDR (Render) rose over 10% in 24 hours, stabilizing at $1.69
✅ FET (Fetch.ai) approached a 10% increase, returning to the $0.175 range
✅ AGIX (SingularityNET) increased by 8%, TAO (Bittensor) rose by 6%, and the sentiment in the sector has clearly improved,
prioritizing projects with solid fundamentals.
#AICrypto #Web3投资
$RNDR $FET $AGIX

As of today, the average 30-day increase in market value for the top 20 AI+Crypto projects has reached 28.7%, outperforming Bitcoin's increase during the same period (12.3%); among them, infrastructure projects have an average increase of 42.1%, while application projects have an average increase of 17.9%, with significant valuation differentiation in the sector.
The current AI+Crypto sector is still in a narrative-driven stage, with infrastructure projects' valuation increases significantly higher than those of applications. Attention should be paid to the progress of implementation for valuation adjustments. The core focus should be on implementation, rather than speculative concepts.
$TAO $VIRTUAL

The head Solana native application Pump.fun has started multi-chain expansion, and the competition in the public chain ecosystem has shifted from technical competition to the scramble for application ecosystems.
The investment logic in the current AI+Crypto track has shifted from "speculating on concepts" to "looking for implementation", and projects with real user scale and revenue models will gradually gain valuation premiums.
$PUMP

In March 2026, the total scale of token unlocks in the entire market reached 6 billion USD, a 300% increase from 2 billion USD in February, making it the third largest single-month unlock scale in history. In the first week, the three major projects Hyperliquid, RedStone, and Ethena collectively unlocked 572 million USD, which is the current core source of selling pressure.

Avantis officially launches the AVNT token buyback and burn plan: 30% of daily trading revenue will be used for buybacks on the open market and to burn AVNT. After future protocol upgrades, the buyback ratio is expected to increase to over 50%. The plan is set to be implemented by the end of Q2 2026.
$AVNT

The implementation speed of the ERC6551 standard exceeds market expectations, and the combination scenario of GameFi + AI asset management has already produced verifiable business models. $ETH

NVIDIA is going to make a big move at next week's GTC conference, directly open-sourcing the AI agent platform NemoClaw, which can be deployed without binding to their proprietary chips, essentially lowering the barrier to entry for AI agents. Small and medium teams will no longer be held back by computing power limitations. This time, Jensen Huang is determined to shift from selling hardware to becoming a rule-maker in the ecosystem.
$TAO

【On-chain News】
❶ Amazon enters the euro bond market for the first time, planning to issue €10 billion in bonds for AI investment, with a maturity of 2-38 years. Previously completed a $37 billion bond sale.
❷ Hyperliquid monitoring: Whale address 0x0ddf increased crude oil long positions at $83.5, with a total scale of $2.54 million (2x leverage), marking its first foray into RWA traditional assets.
❸ Polymarket "Cryptocurrency Payment Card trading volume exceeds $1.5 billion before March 31" probability soared from 4% to 88%, due to PaymentScan's integration with RedotPay data.
❹ Binance Wallet 44th TGE launches Unitas Labs (UP), subscription opens on March 13 from 16:00 to 18:00 (UTC+8).

【Cryptocurrency Market Daily 2026-03-11】
Total Market Cap: $2.39 trillion (24h +3.47%)
BTC: $66K-$70K range
ETH: Back above $2,000
Capital Flow:
• BTC Spot ETF daily net inflow 11,213 BTC
• ETH product net inflow $38.7 million
On-chain Dynamics: Whales transferred 44,888 ETH (worth $92.97 million) from Kraken 9 hours ago, dispersed to 2 wallets.
Market Sentiment: Easing tensions in Iran drive a rebound in risk assets, with BTC and oil prices showing a negative correlation. $BTC
#Bitcoin #Ethereum #Cryptocurrency Market

Circle launches Nanopayments testnet:
• Minimum transfer: 0.000001 USDC
• No Gas fee
• Off-chain aggregation + delayed batch settlement
• Supports ETH/Arbitrum/Optimism, etc.
BitGo will provide custody for StableX, supporting up to $100 million in stablecoin reserves.
Regulation: Ohio court dismisses Kalshi injunction, which may affect Polymarket's compliance prospects.
Oil prices: IEA proposes largest-ever oil reserve release, WTI falls to $82/barrel (-5.20%). $ETH

🌍 Middle East Situation
U.S. Energy Secretary mistakenly released information causing oil prices to briefly plummet nearly 20%, Iran announced attacks on U.S. military bases. 15 million barrels/day of oil transportation in the Persian Gulf affected, WTI currently reported at $85.9/barrel.
⚖️ Market Regulation Prediction
Ohio court rejected Kalshi's injunction application, ruling that federal law does not take precedence over state regulations. This case may impact the compliance prospects of platforms like Polymarket, Kalshi stated that they will appeal.
💰 XRP ETF Holdings
The top 30 holders have a total of $2.11 billion, with Goldman Sachs alone holding $1.54 billion (73%). Cumulative inflows exceed $1 billion, AUM approximately $14.4 billion.
🎮 PIXEL Surge of 75%
The gaming token PIXEL increased from $0.005 to $0.00878 in 24h, with a market cap of $28 million.
📉 Federal Reserve Expectations
CME data: 2.7% probability of a 25bp rate cut in March, 97.3% probability of no change.
📈 Concept Stocks Generally Rise
Circle +8%, MSTR +1.86%, Riot +1.29%
$OPN

Altcoin Performance:
• BTC dominance is about 58.4%, altcoins are generally weak
• Fear & Greed index is in the "extreme fear" range (below 20)
• Fund flows: net outflow for BTC/ETH, net inflow for XRP and SOL
Focus targets:
• SOL: daily active wallet count, trading volume, TVL growth signals real demand
$SOL

【Hyperliquid Seizes 'Weekend Pricing Power'】
Key Data:
• Out of the past 10 high-volatility macro events, 8 erupted over the weekend
• Hyperliquid predicts a 90% accuracy rate for the direction of Monday's opening gap 🎯
• 30 days revenue $53.11 million (3rd in DeFi, second only to USDT/USDC)
Core Logic:
• When traditional markets are closed, providing continuous pricing on-chain 24/7
• HIP-3 Protocol: 50% of fees used to buy back HYPE, forming a positive cycle
• HYPE decoupled from BTC: HYPE +55% vs BTC +3% during silver surges
Challenges:
• Liquidity Depth: COMEX $13 million vs HL $2.3 million
• Extreme market slippage over 50 basis points
Long-term Narrative: The financial market demands 24/7 pricing, and on-chain is filling the gap.
#Hyperliquid #HYPE #DeFi
$HYPE

Vitalik's latest views (3/9):
• Warning that under the global "wave of authoritarianism," participation in DAOs, secondary financing, and ZK voting tools is declining
• Urging the crypto community to rethink the design paradigm of democratic governance tools
• Comparing the democratic vision of the 2000s with the current power-driven political landscape
Ecological Upgrade Calendar:
• ETH v1.17.1 (3/10): Part of the Glamsterdam expansion roadmap, Binance has suspended deposits and withdrawals
• DOT "Pi Day" token economic reform (3/14): Annual inflation rate reduced from 10% to 3.1%, introducing a supply hard cap
• Binance Wallet Alpha airdrop (3/10 18:00): ≥241 point users can claim, first come first served
Institution Dynamics:
• Morgan Stanley submits Bitcoin Trust application
• Spot ETF continues to challenge the "four-year cycle" theory
$ETH

This week's key events:
• 3/11 US CPI inflation data
- If lower than expected: BTC may test $72K resistance
- If inflation remains sticky: may retreat to $60K support
• CLARITY Act 2026 legislation is advancing, expected to clarify SEC/CFTC regulatory boundaries
• Total crypto market cap fluctuating in the $2.2-2.4T range, awaiting decisive catalysts
Technical analysis:
• Daily: "higher low" structure forming
• 4H: head and shoulders pattern, if it breaks the neckline, there is a 10% retracement risk (target $59.5K)
$BTC
#Bitcoin #CPI #CLARITYAct $ETH

【Ethereum Ecosystem Update | 2026-03-10 】
ETH Current Price: $2,018 (24h +3.4%)
Layer2 TVL: $42 billion (New Historical High)
L2 Ranking:
• Arbitrum: $18.5 billion (44%)
• Optimism: $9.8 billion (23%)
• Base: $7.2 billion (17%)
• zkSync: $3.5 billion (8%)
Gas Fees:
• Mainnet: 15-25 Gwei (Low Peak)
• L2 Average: 0.01-0.1 Gwei
upcoming upgrades:
• Pectra Upgrade: Expected Q2 2026
• Validator Withdrawal Optimization
• EVM Object Format (EOF) Integration
$ETH
#Ethereum #Layer2 #DeFi

【AI+Crypto Track Tracking | 2026-03-10 11:15】
Leading Project Performance：
• Bittensor (TAO)：$193.64 (+6.31% 24h)
• Render (RNDR)：$8.45 (+4.2%)
• Fetch.ai (FET)：$1.32 (+3.8%)
• Akash (AKT)：$3.85 (+5.1%)
Industry Dynamics：
• NVIDIA GTC 2026：3/17-3/21, expected to release new AI agent framework
• Decentralized computing power demand：week-on-week +35%
• AI training tasks on-chain：daily average 12,000+ tasks
Institution Trends：
• a16z released AI+Crypto research report
• Key focus: decentralized reasoning, data markets, AI agent economy
$TAO $RNDR $FET
AI #Crypto #Bittensor #DePIN

BTC returns to the 70,000 US dollar mark, currently priced at 69,148 US dollars (+4.1% 24h)
ETH priced at 2,018 US dollars (+3.4% 24h)
SOL priced at 85.63 US dollars (+3.4% 24h)
Hot sectors:
• Tokenized Commodities market capitalization 6.23 billion US dollars (+2.0%)
• Quantum-Resistant sector leads the rise (+9.0%)
• Hyperliquid (HYPE) enters trending top 2, priced at 34.14 US dollars (+11.9%)

【Project Deep Dive | Hyperliquid HYPE】
📊 Current Price: $32-34 | Market Cap $8.8 Billion | 24h Turnover $720 Million
🔥 This week's major events:
• 3/6 Unlocking 9.92 Million Tokens ($316 Million Selling Pressure)
• Weekend Trading Volume $720 Million, Crude Oil Perpetual $160 Million
• Daily Burn of 33,000 HYPE Tokens (Deflationary)
• MetaMask Integration Completed
📈 Outlook:
• Technical Indicators Bullish, Target $38
• Derivatives Trading Volume Exceeds $1 Trillion
• Key: Market Sentiment + Continuous Growth in Trading Volume
⚠️ Risks: Short-term Unlocking Selling Pressure, Intensifying Competition
#Hyperliquid #HYPE #DeFi
$HYPE