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Web3周报:Clarity发布最新草案,Polymarket告别零费用时代-20260329
SINOLINK SECURITIES· 2026-03-29 08:20
Investment Rating - The report suggests a cautious approach to the cryptocurrency market due to the current low sentiment, recommending to focus on companies benefiting from the growth of USDC and potential mergers in the industry [3][30]. Core Insights - The total market capitalization of cryptocurrencies is $2.4 trillion, down 1.7% from the previous week. Bitcoin closed at $66,338, down 5.9%, and Ethereum at $1,991, down 7.2% [9][11]. - The average holding price for Bitcoin is approximately $54,237, indicating that current prices are below the short-term investors' cost basis but above long-term investors' [11]. - The cryptocurrency fear and greed index is at 23, indicating a state of "fear" and a cooling sentiment compared to the previous week [11]. - Global cryptocurrency trading volume for the week is $0.55 trillion, down 15.2% from the previous week, with Coinbase's spot trading volume at $10.5 billion, down 9.4% [18][30]. Summary by Sections Market Review - The cryptocurrency market has shown a decline in both market capitalization and trading volumes, with significant drops in Bitcoin and Ethereum prices [9][18]. Global Policy and Industry News - The report highlights several key developments, including the approval of a proposal to allow cryptocurrencies in 401(k) retirement plans, and the introduction of a developer platform by the Solana Foundation aimed at AI applications [22][25]. - The CLARITY Act draft prohibits earning income solely from holding cryptocurrencies, which has faced opposition from Coinbase [22]. - Fidelity has called for a new regulatory framework to allow brokers to trade crypto assets through ATS [22]. Company News - Circle has established its first partnership in Africa, allowing transactions using USDC [26]. - Tether has engaged one of the "Big Four" accounting firms for its first comprehensive audit [26]. - The Intercontinental Exchange has completed a $600 million investment in Polymarket, and the New York Stock Exchange is collaborating with Securitize to develop a tokenized securities platform [26][27]. Investment Recommendations - The report advises maintaining a cautious stance in the current market environment, while suggesting to monitor companies that may benefit from the growth of USDC and the evolving regulatory landscape in Hong Kong [30].
X @PancakeSwap
PancakeSwap· 2026-03-29 01:15
RT Giu (@perguntapragiu)As maiores oportunidades da Web3não aparecem nas redes sociais, aparecem nessas salas 👇Hoje em São Paulo aconteceu mais um evento presencial, dessa vez foi o meetup da @PancakeSwap e organizado pelo querido @debinvest e vários parceiros.Sala cheia, gente conectada e discussão de alto nível. O básico (nada básico) que funciona.Quem tá na web3 muitas vezes não tá só online, tá construindo relacionamento, trocando ideias com outras pessoas que também estão executando.Digo sempre: se tiv ...
X @Polkadot
Polkadot· 2026-03-27 09:49
Last year, AI became the world's biggest content creator, and that's not the point.The point is what happens when the world's biggest content creator is controlled by three private companies.Web3 infrastructure was never as needed as it is today.Brett Winton (@wintonARK):We have been surpassed:AI written output exceeded human written output in 2025 https://t.co/Dv4CNJDMVf ...
掌趣科技20260325
2026-03-26 13:20
Company and Industry Summary Company Overview - The company is focused on the SLG (Simulation Game) sector, with a critical breakthrough expected in 2026, particularly with the game code-named H, which is currently undergoing small-scale testing on Google Play. The overall data is positive, and one product is expected to be launched in the first half of 2026 [2][3]. Core Insights and Arguments - The existing business is facing natural decline pressures, with revenue from older games expected to decrease by approximately 20% year-on-year. However, the decline is anticipated to narrow in 2026, with growth primarily dependent on the success of new products [2][3]. - A new round of equity incentives will be implemented in the second half of 2025, focusing on the core game development team, which is expected to significantly enhance team motivation and management's commitment to SLG development [2][4]. - The company is adopting a "small steps, quick runs" strategy for mini-program games, with the game "Demon Lord" achieving a monthly revenue peak of 30 million yuan and profitability. Multiple products are in reserve to complement overseas SLG business [2][7]. - The company is deepening its AI and Web3 strategies, planning to promote AI engine collaboration through a sister company in 2026. As an early shareholder of Animoca with approximately 10% ownership, the company aims to leverage Web3 resources for growth [2][4]. Financial and Operational Challenges - In January 2026, the company announced a shift from profit to loss, primarily due to a write-down of 150 to 250 million yuan on its long-term equity investment in Webzen, attributed to declining operational forecasts and discrepancies between book value and realizable value [3][4]. - Excluding the write-down and other non-recurring losses, regular business profits also showed a decline, mainly due to the natural decay of older games [3][4]. Product Development and Launch Strategy - The company currently has four SLG products in reserve, with code-named H being the focus. This game combines mech warrior aesthetics with underwater survival concepts and is undergoing slow promotion testing on Google Play, with no domestic launch or official name announced yet [5][6]. - The plan is to concentrate resources on promoting one product at a time to avoid excessive pressure on distribution and funding, with a higher probability of successfully launching new products in 2026 compared to 2025 [6]. Mini-Program Games and Future Plans - Mini-program games are a significant product line for the company in the domestic market, complementing overseas SLG business. The company plans to continue investing in and launching products in this area, although specific timelines and product pipelines have not been disclosed [7]. Outlook on Existing Games and Collaboration with Webzen - The existing games are expected to continue their downward trend, with a projected revenue decline of about 20% in 2026, although the rate of decline may slow. Some older games have shown signs of revenue stabilization, potentially due to resource allocation from partners like Tencent [8][9]. - The write-down on Webzen was intended to mitigate risks associated with the accumulation of its book value not meeting expectations for fair value growth. As the second-largest shareholder with approximately 20% ownership, the company aims to strengthen collaboration with Webzen, particularly in exploring deeper cooperation in the "Miracle" IP and other areas [9].
X @Raoul Pal
Raoul Pal· 2026-03-26 12:17
I've got something different for you today. As I'm travelling, we have a great panel from our Crypto Gathering in Miami. @goldmembrrr sat down with @ViPowow and @farokh to chat Web3, where it's going, what it needs to do better, and how prediction markets fit into all this.As ever, please enjoy! ...
RVYL Shareholder Meeting Continued to April 1, with 99% of Votes Cast in Favor of Roundtable Merger
Globenewswire· 2026-03-26 11:29
Group 1 - RYVYL Inc. announced that 99% of votes cast at the Special Meeting of Shareholders support the merger with RTB Digital, Inc., with 659,620 votes in favor collected to date [1] - The company requires approval from holders of more than 50% of outstanding shares to complete the merger, indicating that only an additional 5% of votes are needed [1] - The Special Meeting will be further adjourned to allow more time for vote collection, with a reconvened meeting scheduled for April 1, 2026 [1][2] Group 2 - Roundtable (RTB Digital, Inc.) is a Web3 digital media platform that offers decentralized publishing, commerce, data syndication, network distribution, ad sales, and community platforms [3] - RYVYL Inc. operates a digital payment processing business that enables global transactions and provides payment solutions for underserved markets [3]
X @1inch
1inch· 2026-03-26 09:35
RT zeroShadow (@zeroshadow_io)We've been tracking an active malware campaign targeting Web3 customer support teams.Attackers pose as customers in live chat and send links disguised as screenshots. One click installs a multi-stage backdoor attributed with moderate confidence to APT-Q-27.@1inch security caught this early before any damage was done and brought it to us to investigate. That prompt action is exactly why this report exists.Full report: malware analysis, IOCs, detection rules, and guidance for CS ...
美伊战争进展成谜,加密市场先涨后跌,coinbase拒绝新清晰法案的草案,币安将对做市商进行审查【Vic TALK第1612期】
Vic TALK· 2026-03-26 04:46
okx dex钱包折扣注册链接:https://web3.okx.com/ul/joindex?ref=VIC666 币安钱包手续费折扣码:https://web3.binance.com/referral?ref=JO8ZTLYX 推特:https://x.com/victalk6886 币安链接:https://www.binance.com/activity/referral-entry/CPA?ref=CPA_00AJKYPKEA 电报群:https://t.me/joinchat/EN6OG4vXZLw4MDg1 Telegram :victalk2021 #web3 #binance #eth #btc #crypto #币安 # #meme #川普 #比特币 #trump #$TRUMP #川普币 #马斯克 #gork ...
Mastercard’s Web3 Takeover
Coin Bureau· 2026-03-25 14:00
While retail investors have spent the last few months obsessing over daily price charts and memecoin volatility, one of the most powerful financial institutions on the planet has been quietly executing a total takeover of web 3 infrastructure. According to official press releases that the mainstream media completely misinterpreted, Mastercard has just occurred partnerships with over 85 different crypto companies. We're talking about a highly coordinated infrastructure grab spanning base layer blockchains, c ...
BLAQclouds, Inc. Announces Successful Launch of theAlley.io and Establishes New Standard for Real-Time Corporate Shareholder Communication
Prism Media Wire· 2026-03-25 12:01
Core Viewpoint - BLAQclouds, Inc. has successfully launched theAlley.io, a SocialFi platform aimed at enhancing real-time communication between companies and their shareholders, establishing a new standard for corporate engagement [3][5][8]. Company Overview - BLAQclouds, Inc. is a global financial technology and blockchain infrastructure provider, focusing on bridging traditional finance with decentralized ecosystems [9]. - The company is registered with FINCEN as a Money Service Business (MSB) [10]. Product Launch - theAlley.io is designed to facilitate direct engagement between organizations, creators, and their communities, providing a centralized platform for real-time updates and official communications [3][5]. - All official corporate communications will now be conducted through the verified group on theAlley.io, allowing shareholders to receive timely updates [5][6]. Features and Benefits - The platform offers verified corporate groups for direct interaction between shareholders and management teams, integrating tools such as encrypted messaging, voice and video conferencing, and digital commerce capabilities [6][8]. - It aims to modernize corporate communication by prioritizing transparency, accessibility, and real-time engagement, thus improving relationships with investors [8]. Industry Impact - BLAQclouds encourages public companies of all sizes to adopt theAlley.io to enhance transparency and strengthen shareholder relationships in the evolving digital capital markets [7].