产业观察 [table_Header]2026.03.23 【区块链技术周报】底层架构迎来范式升级，智能 产业研究中心 [Table_Summary] 公链底层架构升级与隐私技术快速演进 Vitalik 公布以太坊执行层路线图，EIP-7864 二叉树与新虚拟机并行推进 Starknet 推出 STRK20 代币标准，为所有 ERC-20 资产引入原生隐私功能 Aztec 发布 Alpha 网络路线图更新，明确主网部署时间表与安全架构 Solana DEX 聚合器 Titan 推出 Private Swaps，高性能公链引入交易隐私层 ZK 全链数据公证平台 Brevis 推出 Brevis Vera，零知识证明赋能媒体内容溯源 ARK Invest 与 Unchained 联合发布《比特币与量子计算》研究白皮书 智能代理经济与合规基础设施建设快速铺开 ERC-8183 标准发布，Virtuals Protocol 与以太坊基金会 dAI 团队定义 AI Agent 商业交易接口 跨链桥协议 LI.FI 推出面向 AI Agent 的 Agentic Commerce API 去中心化 AI 网络 Sahar ...

去中心化 AI 网络 Sahara AI 发布 2026 年度智能代理战略蓝图 沪港签署货运贸易及金融数字化合作备忘录，RWA 规模化落地迎来制度转折 灰度推出 Avalanche 质押 ETF 并登陆纳斯达克，收益增强型产品扩容 产业观察 [table_Header]2026.03.23 【区块链技术周报】底层架构迎来范式升级，智能 产业研究中心 [Table_Summary] 公链底层架构升级与隐私技术快速演进 Vitalik 公布以太坊执行层路线图，EIP-7864 二叉树与新虚拟机并行推进 Starknet 推出 STRK20 代币标准，为所有 ERC-20 资产引入原生隐私功能 Aztec 发布 Alpha 网络路线图更新，明确主网部署时间表与安全架构 Solana DEX 聚合器 Titan 推出 Private Swaps，高性能公链引入交易隐私层 ZK 全链数据公证平台 Brevis 推出 Brevis Vera，零知识证明赋能媒体内容溯源 ARK Invest 与 Unchained 联合发布《比特币与量子计算》研究白皮书 智能代理经济与合规基础设施建设快速铺开 ERC-8183 标准发布， ...

RT Arc (@arc)AI agents are becoming builders.Circle Skills now support building with Arc and Circle’s full-stack platform, giving AI coding tools best-practice guidance for stablecoin-native applications.Use them with Cursor, Claude Code, Codex, or any agent to generate Arc integrations for:→ @USDC payments→ Crosschain flows→ Wallet infrastructure→ Smart contract logichttps://t.co/tHJuj8qVPi ...

Investment Rating - The report suggests a cautious approach to the cryptocurrency market due to current low market sentiment, recommending to focus on companies benefiting from the growth of USDC and potential mergers in the industry [4][28]. Core Insights - The US GDP growth for Q4 2025 was significantly revised down to 0.7%, below market expectations, while the core PCE index reached a near two-year high, indicating a potential for only a 25 basis point rate cut in December 2026 [1][10]. - USDC's market capitalization is approaching $80 billion, with a market share of approximately 25%, driven by demand linked to capital outflows from the UAE [22]. - The cryptocurrency market's total market cap decreased by 0.4% this week, with Bitcoin and Ethereum prices increasing by 4.2% and 5.8% respectively [10][12]. Summary by Sections 1. Market Review - The total cryptocurrency market cap is $2.4 trillion, with Bitcoin closing at $70,948 and Ethereum at $2,093 [10]. - The cryptocurrency fear and greed index is at 30, indicating a state of fear in the market [13]. 2. Global Policy and Industry News - The first batch of cryptocurrency issuer licenses in Hong Kong is expected to be announced soon, with Standard Chartered, HSBC, and OSL reportedly included [2][19]. - The total value of tokenized stocks has surpassed $1 billion, with Ondo Finance and xStocks holding significant market shares [19]. 3. Company News - Circle launched an open-source AI tool, Circle Skills, which integrates with USDC and supports various functionalities [23]. - Coinbase has introduced cryptocurrency futures trading in Europe, allowing up to 10x leverage [24]. - Bullish, an institutional trading platform, saw a 62.6% increase in spot trading volume, surpassing Coinbase's market share [23]. 4. Investment Recommendations - The report advises maintaining caution in the current cryptocurrency market and suggests focusing on companies that benefit from the growth of USDC, such as Circle, and monitoring developments in Hong Kong's cryptocurrency exchanges [4][28].

RT Jeremy Allaire - jda.eth / jdallaire.sol (@jerallaire)Our massive suite of infrastructure is now fully available to AI Agents and AI Agent builders with Circle Skills. Cursor, Claude Code, Codex, OpenClaw, come build the new internet financial system. ...

Core Viewpoint - Circle has launched an open-source tool called Circle Skills to assist developers and AI agents in integrating stablecoin functionalities on its developer platform [1] Group 1: Product Features - Circle Skills supports interaction with USDC, EURC, and Arc components [1] - The tool can be utilized in AI tools that support skills, such as Cursor, Claude Code, and OpenAI Codex, to generate integrated code for stablecoin payments, cross-chain transfers, wallet operations, and smart contract logic [1]