March 4th Market Key Intelligence, How Much Did You Miss?

Featured News

1. Altman Defends Pentagon Deal at All-Hands, Calling Backlash ‘Really Painful’; OpenAI Also Seeks NATO Contract

2. Meme Coin CLAWD's Market Cap Briefly Surges to $7 Million, 24-hour Gain of 33%

3. Eric Trump Lambasts ‘Big Banks’ for Stifling Crypto Innovation and Losing the Digital Finance Race as a Result

4. Pre-market Crypto-Related Stocks in US Soar, CRCL Up Over 5%

5. Four.Meme Launches Agent Skill Framework, Opening Up AI Access to Token Creation and On-chain Trading

Featured Articles

1. "Is This the Year of the Robot? An Overview of Robotics Track Projects"

In his speech at Davos earlier this year, Musk reiterated his provocative prediction: in the future, the number of robots on Earth will surpass that of humans. Obviously, AI and robots have become the only two global tech topics: one is the general artificial intelligence that is rapidly approaching the AGI threshold, and the other is the robots that are stepping out of the lab and attempting to fully take over human physical labor. In addition to the AI concept, the key track in the cryptocurrency industry this year also includes Embodied Intelligence. Here are some projects in the Robotic track that are worth keeping an eye on.

2. "Global Asset Plunge: Hormuz, Chips, and a Korean Holiday"

In a genuine currency crisis, what people did in the world of cryptocurrency was run into the U.S. dollar. This is not to say that the debasement trade is a false proposition. The U.S.'s debt issues, inflation problems, and the long-term erosion of the dollar's purchasing power are real structural pressures. The logic of gold outperforming in the long run was not overturned by this stress test. But this time, it told us one thing: the debasement trade is a slow variable narrative that requires the scale of time to materialize. Whereas geopolitical shocks are fast variables with only one scale: today. When two time frames are placed on top of each other, the slow variable gives way. The dollar won. In the next crisis, the dollar likely wins again. Until one day, it doesn't win – but that day is unlikely to be as theatrically opening as today.

On-chain Data

March 4 Daily On-chain Fund Flows