4月2日、オンチェーン監視機関のPeckShieldはHyperEVMが重大なダウンタイムに見舞われる可能性があると警告し、ブロックとトランザクションが停止し、ユーザーのトランザクション確認とスマートコントラクトのやり取りに影響が出ています。公式ステータスページでは「All Systems Operational」と表示されており、HyperEVM層の状況監視が不十分であることがうかがえます。今回のダウンタイムは、新メインネット初期の安定性に関する問題を浮き彫りにしました。具体的な原因は公式発表を待ちます。

Author: Maria Shen, Electric Capital Partner; Translation: @金色财経xz Full data and interactive charts for this article available at the link: Article Summary ---- We reviewed 501 real-world yield sources and cross-referenced them with currently attractive on-chain real-world assets (RWAs). 1. Stablecoin demand first brought Treasury assets on-chain, and the current centralization of Treasuries is now driving higher-yield assets to follow. 2. Mainstream strategies for achieving instant high-yield asset experiences all see their returns pulled toward the risk-free rate level. 3. Tokenizable yield assets are abundant. Seven opportunity clusters reveal the potential that can be unlocked on-chain. 4. The biggest challenge is asset distribution. Among 35 yield-bearing non-stablecoin RWAs with market cap exceeding 50 million dollars, only

Author: Xiaojing Silicon Valley is trending a new term: Tokenmaxxing. Within Meta and OpenAI, engineers have begun competing on AI usage leaderboards. According to foreign media reports, one engineer even consumed 210 billion tokens in a week, equivalent to the text of 33 Wikipedias. Some people have AI bills as high as $150,000 per month. An engineer at Ericsson in Stockholm spent more money on Claude than his own salary, but the bill was covered by the company. Token budgets are becoming a new type of work benefit for engineers, "just like free snacks or free lunch used to be." Shopify CEO Tobi Lütke released an internal memo as early as April 2025, announcing that "AI usage is a baseline expectation at Shopify," requiring all teams

Headlines -- ▌Strategy Announces Simultaneous Launch of Two ATM Share Issuance Plans of $21 Billion Each On March 23, Bitcoin treasury company Strategy announced the launch of a new $21 billion STRC equity issuance plan, as well as a new $21 billion MSTR equity issuance plan. The total financing scale reaches $42 billion. Note: The equity issuance plans mentioned here are at-the-market offerings (ATM Program), a common incremental financing tool used by listed companies that allows flexible share issuance based on market prices. ▌Trump Says He is Negotiating with Iran to Reach Broader Agreement On March 24, U.S. President Trump stated that the United States is in negotiations with Iran to determine whether a broader agreement can be reached. Trump said, "This time, Iran is serious, they want to reach a settlement. The United States has already eliminated all targets in Iran that need to be eliminated, including its

Gateは2026年3月24日に、Polymarketとの統合を発表し、アプリ内に専用の「Polymarket」エントリーを立ち上げました。これにより、予測市場機能をプラットフォーム上で直接提供する最初の中央集約型取引所となりました。

予測市場プラットフォームのPolymarketは、手数料メカニズムをすべての暗号市場の時間枠に拡大し、流動性提供者向けの毎日のUSDC還元制度を導入することを発表しました。新しい手数料率は変動制で、最大1.56％です。この動きは、プラットフォームのビジネスモデルの変革を示しており、競争構造を変える可能性があり、マーケットメイカーの重要性を高めるでしょう。

レイ・ダリオはXプラットフォーム上で「全天候型投資ポートフォリオ」の根底にある論理を解説し、現金は安全な避難場所ではなく、タイミングを見て取引することは効果的でないと指摘しました。彼は「リスク・パリティ」がさまざまな経済環境において資産のパフォーマンスをバランスさせることができると強調し、投資家が自らリスクに強いポートフォリオを作れるよう、具体的な配合レシピを公開する予定であることを予告しました。

Gold has fallen to $4,500 since the end of February 2026 due to geopolitical conflicts, with global capital markets turbulent as the S&P 500 index dropped 5%. U.S. Treasury yields have risen, safe-haven assets underperformed, and fund flows to money market funds reached historical highs, indicating a market preference for "cash is king." Bitcoin remains volatile and has not yet become a safe-haven asset.

NVIDIAのCEO、ジェンスン・ファンはAll-In Venturesのインタビューで、分散型AIネットワークのBittensorの技術的成果を称賛し、そのSubnet 3が大規模言語モデルの分散訓練に成功したことを述べました。このコメントにより、TAOトークンはリリース後24時間以内に約20％上昇しました。ファンはまた、分散型と専有型のモデルが並行して存在できることを指摘し、分散型AIに対する市場の信頼をさらに高めました。

Written by: DaiDai, Maitong MSX Many people thought that Huang Renxiong would completely ignite optical communications at this GTC event. After all, this sector has been hot for far too long. From CPO to silicon photonics, from optical modules to high-speed interconnects, the market has basically placed all its imagination about AI infrastructure upgrades on this. More coincidentally, OFC 2026 is also being held the same week, with the technical conference from March 15-19 and the exhibition from March 17-19. One is Nvidia laying out the roadmap, the other is the entire optical communications industry chain showing its muscles, so naturally the hype was pushed to its peak. So before Huang Renxiong took the stage, what the market was actually waiting for was not an ordinary speech, but a spark. What everyone wanted to hear was not "the future direction is fine," but a more explicit statement: in the next phase, optical is the main line. Unfortunately, Huang Renxiong didn't deliver that message.