PANews

Podcast source: Bitcoin Magazine
Organized & compiled by: Deep Tide TechFlow
Guest: Mark Yusko, CEO of Morgan Creek Asset Management
Host: Brandon Green, CEO of BTC Inc
Air date: March 4, 2026
Key Takeaways
Mark Yusko of Morgan Creek Capital and Brandon Green delve into the difference between Bitcoin's price and value, explaining why this distinction is especially important today. They analyze how the futures market influences Bitcoin's spot price, reveal the regularity of Bitcoin's four-year cycle, and discuss

Written by: Uncle Su
On-Chain Asset Management Vaults and Channels
> No matter how many lies are woven, the truth will still illuminate the outline of light.
The interest of asset management giants in on-chain Vaults is growing day by day, and the mainstreaming of DeFi dreams seems to be becoming a reality.
This is the best of times, BlackRock is buying $UNI tokens, Apollo promises to buy over a hundred million dollars worth of $Morpho tokens, Wall Street is collectively optimistic about the future of DeFi.
This is the worst of times, BlackRock, Blackstone, and Blue Owl are experiencing a wave of concentrated redemptions, and Aave's founder warns that Wall Street is treating RWA as a liquidity exit channel.
Crises always contain rare bottoming prices. Facing future asset price inflation, emerging forces are heart pounding, completely ignoring the iceberg ahead.
No matter what you call it—DeFi/RWA/Vaults—on-chain finance must

Podcast: The Round Trip
Compiled & Edited by Yuliya, PANews
Having experienced the GameStop short squeeze battle firsthand, watching Robinhood cut the line and forcibly end retail traders' celebration, this moment of traditional finance "crashing" directly led to the creation of Sei, the world's fastest public chain designed to replace Nasdaq.
In the new series Founder’s Talk of *The Round Trip*, produced jointly by PANews and Web3.com Ventures, Sei founder Jay Jog not only provides an in-depth analysis of how parallel EVM achieves a 50x performance leap but also exclusively reveals the institutional funding secrets behind the billion-dollar TVL and the new track of AI Agent payments, giving you a glimpse of the real picture of the "decentralized Wall Street."
From Robinhood to Cryptocurrency

The Ethereum Foundation and Virtuals Protocol have launched the ERC-8183 standard, aimed at solving trust issues in commercial transactions between AI Agents. The standard defines on-chain tasks and introduces evaluation roles to enable decentralized transactions, avoiding intervention by centralized platforms. ERC-8183 complements other standards such as x402 and ERC-8004, collectively building a decentralized AI Agent economy system.

Author: 137Labs
In the past few years, most people's impression of artificial intelligence has remained at the level of "dialogue assistant": input questions, get answers. However, a new form of AI is changing this perception. The emergence of OpenClaw has shifted AI from "answering questions" to "performing tasks directly." It can connect to communication tools like WeChat, Feishu, Telegram, and access emails, file systems, and various online services through APIs, enabling tasks such as automatic file organization, coding, sending emails, managing schedules, and executing complex workflows. In other words, OpenClaw is no longer just an assistant in a chat window but a "digital worker" capable of continuously performing tasks in real work environments.
As this concept gradually matures, OpenClaw is becoming an important representative in the AI Agent field. It does not

The article discusses the importance of AI as infrastructure and constructs a five-layer technology stack: energy, chips, infrastructure, models, and applications. Each layer is interdependent, driving the comprehensive development of AI. AI is gradually achieving real-time intelligent generation, transforming various industries and labor structures. Currently, significant resources have been invested in building AI infrastructure, which will have a profound impact on the global economy in the future.

By 2026, the Supreme Court will incorporate cryptocurrencies into the judicial system, marking a shift from criminal offenses to civil and commercial regulations. Through changes in case types and judgment logic, digital assets will gain legal status, with more precise rulings and diversified remedies, better protecting the rights and interests of those harmed. This trend guides the market toward rationality and increases the cost of violations. Although the journey is long, the judicial attitude towards cryptocurrencies has been preliminarily established.

Chainlink experiences a capital outflow in the crypto market, with active development activity indicating potential resilience and long-term value. Although current market sentiment is fragile, LINK needs to break through the $9.17 resistance level to confirm an upward trend. Overall, investors should stay attentive and wait for market stabilization or positive signals from LINK itself before making decisions.

CoinW Research Institute
Summary
Recently, the attention to prediction market tracks has continued to rise. Opinion, as one of the projects receiving significant market attention, attempts to convert people's judgments on real-world events into tradable probability assets through on-chain protocols. The project proposes the concept of “Multiplayer Internet,” aiming to use market mechanisms to enable dispersed viewpoints to form a tradable and verifiable collective consensus on the blockchain. In terms of product design, Opinion adopts an order book (CLOB)-based trading structure, combined with on-chain settlement and AI-assisted oracle mechanisms, to build a prediction market infrastructure similar to an “on-chain event exchange.” The project previously completed approximately $25 million in funding and completed the OPN token TGE and went live on March 5, 2026. However, after going live, the market

The total market capitalization of stablecoins has surpassed $313 billion, gradually becoming an important infrastructure in the global financial system. The article analyzes the rapid growth of the stablecoin market, the competition between USDT and USDC, their widespread applications in trading, payments, and DeFi, as well as their macro impact on the U.S. dollar system and the government bond market, indicating a future trend of increased institutional participation, market expansion, and gradual regulatory improvement.

On March 6th, the Fourth Session of the 14th National People's Congress held a press conference focused on the economy as scheduled. When responding to a question from Shanghai Securities News about the China Securities Regulatory Commission's next steps in risk prevention and strengthened regulation, Chairman Wu Qing elaborated on the regulatory approach. He stated that the CSRC will focus on strengthening oversight of new types of businesses. The overall considerations are to pursue profit while avoiding harm, standardize development, ensure effective regulation, and strictly control risks. Key measures include: emphasizing fairness principles, deepening and refining regulation of high-frequency quantitative trading; introducing derivative trading regulation measures; supporting legitimate and compliant risk management activities; restricting excessive speculation according to rules; strengthening regulation of real-world asset (RWA) tokenization; adhering to the principle of “strictly prohibited domestically and strictly regulated abroad”; establishing and improving regulatory systems and rules for crypto assets; and cracking down harshly on behaviors that misuse RWA to conduct illegal speculation and financial activities.
Wu Qing particularly emphasized that, through the construction of a comprehensive regulatory system and rules, the goal is to firmly build a “risk barrier” for the capital market.

Author: Deep Thinking Circle
Have you noticed a paradoxical phenomenon? On one side, there are overwhelming success stories of AI, with funding news flying everywhere, and new AI products being released every day. On the other side, there are the real struggles faced by enterprises: IBM's research shows that 75% of AI solutions do not deliver the expected ROI (Return on Investment), and MIT's report is even more grim, with 95% of AI projects failing to produce any measurable returns. What is causing this huge gap? Why does AI technology, which appears so glamorous, become so difficult to implement in practice?
A few days ago, I watched a video shared by Ben, an in-depth analysis of AI business models in 2026. Ben has been running an AI agency and AI software business for over two years, and his observations resonated with me. He pointed out a reality that many people overlook: those that truly make money and genuinely deliver value to clients are...

Circle's stock price breaks through $110, reflecting the market's new valuation of its stablecoin business model. Recent financial reports show significant revenue growth, and in a high-interest-rate environment, Circle's profit prospects are optimistic. At the same time, USDC has surpassed USDT in liquidity, becoming an important tool for settlement and cross-border payments. The growth of AI Agent payments also indicates USDC's potential in the micro-payment sector, as Circle advances toward the infrastructure of the digital economy era.

Written by: imToken
If one day the core development team of Ethereum were to collectively "disappear," or if a sovereign country demanded the censorship of certain transactions, could Ethereum still remain open?
These questions sound like extreme hypotheticals, but they are becoming increasingly relevant reference points in the design of the Ethereum protocol.
In early March, Vitalik Buterin proposed a new statement, explicitly saying that the Ethereum community should see itself as part of the "sanctuary technologies" ecosystem: these free open-source technologies enable people to live, work, communicate, manage risks, and build wealth, while collaborating toward common goals and maximizing resistance to external pressures.
This statement appears to be an abstract upgrade of values, but when viewed in the context of Ethereum's recent protocol evolution, it actually corresponds to very specific

Author: TT3LABS.COM | Web3 · AI · SaaS · E-commerce Remote Recruitment Platform
Friends who have watched "Iron Man" all want to have their own Jarvis personal assistant, and I do too. So I spent an entire weekend, staying up until 2 a.m., finally getting OpenClaw running in the local environment. Sitting in front of the computer on Monday morning, staring at the blinking cursor waiting for instructions, I pondered for a long time. I was thinking: what should I ask it to do for me?
01. The "Jarvis" era is coming, but the ecosystem isn't ready yet
Bloomberg Law recently compared OpenClaw to the iPhone of 2007[1]. When the first-generation iPhone was released, some even said it wasn't a true smartphone because it couldn't even install third-party apps[2]. A year later