Balancece

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V God $ETH 's releases are always minimally damaging but highly insulting, the spiritual totem of the downward trend 🤣
ETH6,33%
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Cloudflare just announced: All platforms will complete #PQC upgrade by 2029.
This is not just empty talk. Google set the same deadline two weeks ago, and IBM plans to deliver the first fault-tolerant quantum computer Starling by 2029—three companies pushing toward the same goal, indicating this timeline is serious.
Why the urgency?
Because the barrier has collapsed.
In the past, everyone thought cracking elliptic curve encryption (ECDSA) required 9 million qubits, but the latest research drops that number to 10k—joint research by Google and Oratomic brought this figure down. 10k qubits is no l
BTC4,57%
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It seems we’re entering the most threatening unlocking cycle across all sectors—i.e., 50%-65%. Also remember that in 2022 $sol , when 67% was unlocked, the market hit bottom. Don’t be rigid like someone who tries to cross a river by keeping his boat’s position—just be on guard that in a “monkey market,” it can rise for one day and then fall for 10 days 🤔
SOL5,08%
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It seems we are entering the most threatening unlocking cycle across all sectors, that is, 50%-65%. Remember, in 2022 $sol unlocked 67%. Sometimes the market hits bottom, and we shouldn't try to force the issue, but we should be cautious of a monkey market that rises one day and falls for ten days🤔.
SOL5,08%
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NELVANvip:
nice
What’s going on tonight? Why won’t my Claude Max be able to stay connected to the internet? It keeps saying the network is busy😂!
Could it be that they’re about to go at it again—temporarily borrowing computing power for the Pentagon? I checked, and last night it was also over 3,000 people reporting problems.
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What's going on tonight? My Claude Max keeps failing to connect to the internet, saying the network is busy😂.
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A new chain has an advantage that an old chain doesn't: you can get it right from day one. Just like renovation is not as good as rebuilding!
This is why Circle $crcl 's Arc announced today that, from the mainnet launch, it will have a built-in #PQC signature scheme, making quantum-resistant wallets available from Day 1. It's not a roadmap, not "we are researching," but directly built in.
Ethereum can't do this—millions of addresses, hundreds of thousands of nodes, changing the cryptographic system requires consensus across the entire network, which is as slow as moving mountains.
The new chai
ARC4,35%
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AI is about to start spending money on its own.
Not a metaphor—Google, Microsoft, Visa, and AWS jointly established the x402 Foundation yesterday, specifically to build the payment infrastructure for AI agents.
This means: in the future, when AI helps you do work and needs to access data or computing power, it will pay with stablecoins automatically without your confirmation.
At the same time, Stripe + Paradigm have also developed a set of MPP, and both sides are working on "standard protocols for AI payments," fighting for territory.
The most interesting detail: Anthropic (the company
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Wow👍!
OpenAI just raised $122 billion, with a valuation of $852 billion—higher than JPMorgan👀
Amazon invested $50 billion, Nvidia and SoftBank each invested $30 billion, with monthly revenue of $2 billion, and ChatGPT has 900 million weekly active users.
This round of funding is mainly used to buy computing power, build data centers, and compete for chips.
In other words: the current "mining" in the AI world is about GPU and electricity, not graphics card mining rigs.
The path for BTC miners to transition into AI computing power is becoming increasingly logical.
PoW is the most valuable, but
BTC4,57%
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Drift stolen 285 million, and the official announcement's first sentence is "This is not an April Fools' joke"⚠️
The hacker planned three weeks in advance: used $500 to create a fake coin $CVT, gradually manipulated the oracle price records, then obtained the admin keys, and on April Fools' Day, completely liquidated the position.
Ironically—the hacker moved the money from ETH to ETH to run away.
No matter how well Solana's TVL narrative is told, large-scale withdrawals still prefer Ethereum.
ZachXBT casually pointed out Circle: hundreds of millions of USDC were transferred out during US busin
DRIFT-25,36%
ETH6,33%
SOL5,08%
USDC-0,01%
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Mining one $BTC costs $80K, and the current price is $70K
, with a loss of $19,000 per coin mined. How is this business still viable?
The miners' answer is: stop mining and switch to selling computing power to AI. 😂
CoinShares' latest report: publicly listed miners have signed over $700 billion in AI/HPC contracts. CoreWeave and Core Scientific each have contracts worth $102 billion, and Hut 8 signed a $70 billion AI data center lease.
By the end of this year, some miners' AI revenue share could reach 70%—mining has become a side business.
Their financing methods are also quite bo
BTC4,57%
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Claude user experience👍, no doubt about it, no room for argument. Helped me merge five workers, very satisfied😀
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The market sentiment is confusing, but if you look at it from the unlock dimension, you can discover that currently many mainstream themed sectors are in a transition period, and this process will continue until September. Typically, referencing historical patterns, themed sectors tend to rally quickly and then slowly decline for distribution.
So my strategy during this period is to wait if I can control my impulses, and if I can't, I'll only do small-scale positions.
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If we compare 2011, 2020, and now in 2026, gold has been at a relatively high level each time before a rotation into cryptocurrencies begins. Will it be the same this time?
Gold has already quadrupled since 2022.
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As a vibe coder building a crypto terminal product, I was suddenly led to discuss this direction unexpectedly.
So I had a sudden inspiration, but Claude said this is the pain point all coders are currently finding when looking for business opportunities. So if there were one, would you pay for it?❓
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Historic Moment in US Crypto Regulation 👏🏻
March 17, 2026, SEC+CFTC jointly released a 68-page document, formally ending "enforcement-based regulation" and providing a clear classification framework.
Document Title: "Application of the Federal Securities Laws to Certain Types of Crypto Assets"
Core: Using a five-category classification system + decentralization principles to clarify which assets are securities and which are not. Next, let me break down the details for everyone 👇🏻
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The first three categories are clearly non-securities, stablecoins are situational, and the fifth category is securities. This draws a clear "safe zone" for the market.
The biggest highlight of this document is the first-time proposal of a five-category digital asset classification system (Token Taxonomy):
Digital Commodities
Digital Collectibles
Digital Tools
Stablecoins
Digital Securities
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The Most Important Category: Digital Commodities
Definition: Value derives from the programmatic operation of functional cryptographic systems + supply and demand, rather than "efforts of others in management."
Characteristics: Used for transaction validation, staking, governance, and other technical rights.
Regulation: Primarily falls under CFTC (commodities), not securities.
Clear Examples: BTC, ETH, SOL, AVAX, ADA, XRP and other mainstream coins all fall into this category!
BTC4,57%
ETH6,33%
SOL5,08%
AVAX7,57%
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(Collectibles + Tools) Digital Collectibles (Digital Collectibles):
Art, music, game items, meme coins, etc. Value derives from scarcity and popularity, with no passive yield and clear non-security status (such as CryptoPunks).
Digital Tools (Digital Tools):
Utility function tokens (such as ENS domains, tickets, identity badges). Mostly soulbound, non-transferable, purely functional in nature, and also non-securities.
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Stablecoins (👍🏻):
Payment stablecoins compliant with the GENIUS Act (issued by licensed issuers) are fiat non-securities. Others are determined by the Howey Test.
Digital Securities:
Tokenized traditional stocks, bonds, etc. are clearly still securities, subject to SEC regulation. The document draws clear boundaries between stablecoins and securitized assets.
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