ben

According to Jinshi News, Joe Capros, head of the International Economics Department at the Commonwealth Bank of Australia (CBA), stated that the dollar index remains stable above 98, and the dollar is expected to continue benefiting from the slowdown in global economic growth.He pointed out that the global economy needs to adapt to the reduction in energy supply, and interest rate hikes will help align demand with supply.

Bitwise Asset Management points out that the recent strength of Bitcoin is not contrary to a risk-averse environment, but is directly driven by geopolitical conflicts. Since the escalation of the situation in the Middle East at the end of February, BTC has risen by about 12%, while the S&P 500 index has fallen by about 1% and gold has dropped by about 10%, showing a clear divergence in performance.Bitwise CIO Matt Hougan and research director Ryan Rasmussen state that Bitcoin is simultaneously embodying two logics: "store of value asset" and "potential international settlement currency." As the financial system becomes "weaponized" and the global payment system fractures, the appeal of non-sovereign neutral assets continues to rise. The report suggests that geopolitical fragmentation is prompting some countries to explore alternative paths to bypass the traditional financial system, such as attempting to introduce Bitcoin settlements in trade. This trend enhances BTC's potential position in the global monetary system. Based on the aforementioned changes, Bitwise indicates that the Bitcoin valuation framework is being reshaped; if it captures both store of value and transaction settlement demand, long-term price expectations may be underestimated, and $1 million could shift from a target ceiling to a "benchmark level."

Benchmark reiterated its bullish outlook on Securitize in its latest research report, giving it a target price of $16 post-IPO (stock code SECZ), believing it is poised to significantly benefit from the wave of tokenized assets.Analysis indicates that the total market capitalization of companies listed on the New York Stock Exchange is approximately $44 trillion. If Securitize captures just 1 basis point (0.01%) of that market, its platform asset size could double from the current approximately $4 billion. Benchmark emphasizes that Securitize is not only a tokenization platform but also possesses a "complete regulatory qualification system" that includes broker-dealer, transfer agent, and trading functions, which is expected to generate diversified income throughout the entire lifecycle of asset issuance, secondary trading, and custody services. Additionally, the company has been designated as the digital transfer agent for the tokenized securities platform that the New York Stock Exchange plans to launch, which supports 24/7 trading. Meanwhile, its tokenized U.S. Treasury fund BUIDL, in collaboration with BlackRock, has approached $3 billion, indicating rapid growth in the institutional-level RWA market. However, Benchmark also cautions that factors such as regulatory uncertainty, fragmented liquidity, and technological risks may still exert pressure on its valuation.

According to CoinDesk, BitMEX co-founder Ben Delo stated in a commentary for The Daily Telegraph that he has donated £4 million (approximately $5.1 million) to the Reform UK party led by Nigel Farage since the beginning of this year, to support its goal of becoming "a viable alternative for governance." Delo did not disclose whether the donation was made in fiat or cryptocurrency, but publicly supports the UK government's proposed temporary ban on political donations in cryptocurrency, citing regulatory complexities. Recent guidance from the UK Electoral Commission indicates that cryptocurrency donations are not currently prohibited under election law, but must be valued in pounds at the time of receipt and the identity of the donor must be verified. The UK government has announced an immediate suspension of cryptocurrency donations to all parties as part of measures to combat foreign interference.Meanwhile, the Reform UK party has also recently received a £9 million donation from cryptocurrency investor Christopher Harborne.

According to Jinshi reports, the number of people continuing to claim unemployment benefits in the United States for the week ending March 28 was 1.794 million, lower than the market expectation of 1.84 million. The previous value was revised from 1.841 million to 1.832 million.

According to Jinshi reports, former Executive Director of the Bank of Japan, Masaaki Kaizuka, stated that the Bank of Japan may raise the benchmark interest rate this month to avoid falling behind in controlling inflation.

10x Research stated on platform X that ETH has performed poorly over the past five years, with trading prices remaining around the $2000 level reached in the previous cycle. Since November, low on-chain activity has limited ETH demand and value accumulation, leading 10x Research to maintain a cautious stance.After a 57% drop from its peak in 2025, ETH is currently relatively undervalued, while BTC has dropped about 42% during the same period. Despite facing significant market cap losses, such as Bitmine's ETH treasury company retracting about $8 billion, capital accumulation continues. Recently, the issuance of USDT on the Ethereum network has surpassed that of Tron. This has sparked the view that Ethereum may become a major beneficiary of stablecoin growth and could become a Wall Street-driven backbone for on-chain infrastructure finance. 10x Research is reassessing whether ETH is approaching a turning point or if structural resistance still exists.

The trading platform Bybit announced that its partnership with the Tomorrowland Brasil music festival will officially be renewed until 2027.It is reported that the 2027 Tomorrowland Brasil music festival will be held from April 30 to May 2, with the theme "Consciencia." As part of the partnership, Bybit cardholders will receive several exclusive benefits, including early ticket purchase rights, limited edition merchandise, discounts on official merchandise, and on-site drink perks.Bybit officials stated that the platform previously served as the exclusive payment partner for the festival in 2025, and future collaborations will focus on further integrating crypto finance with real-life lifestyles through seamless payment solutions. In addition, the pre-registration activities for the 2027 music festival will officially start on April 30, 2026.

According to The Block, investment firm Benchmark has initiated coverage on Securitize for the first time, giving it a buy rating with a target price of $16. Analyst Mark Palmer compared it to the "shovels and picks" of the tokenization field, believing that Securitize can benefit regardless of which type of tokenized product or issuer ultimately prevails.The report points out that tokenization is one of the most profound transformations in the capital markets since the introduction of electronic trading, and Securitize is at the core of this transformation. Currently, the company holds about 70% of the U.S. tokenization market and has partnered with leading asset management firms such as BlackRock. Securitize plans to go public on Nasdaq through a merger with Cantor Equity Partners II, with the stock ticker SECZ.

The space computing startup Starcloud announced the completion of a $170 million Series A financing round at a valuation of $1.1 billion, led by Benchmark and EQT Ventures, bringing the total financing amount to $200 million so far.It is reported that Starcloud will launch Starcloud 2 later this year, which will be equipped with multiple GPUs, including Nvidia Blackwell chips, AWS server blades, and a Bitcoin mining machine. Its CEO Philip Johnston claimed that Starcloud 2 will be the first space Bitcoin mining satellite and stated that space mining is the direction of the future.In addition, the company will also develop a data center spacecraft named Starcloud 3, which is expected to be launched by SpaceX's heavy-lift rocket "Starship."

ARK Invest's Director of Digital Asset Research, Lorenzo Valente, stated, "The importance of Musk recruiting Benji Taylor to join the X platform as Chief Designer may be underestimated by many. Benji Taylor founded the self-custody crypto wallet Family, which was later acquired by Aave, where he served as CPO, and joined Base in 2024 as Head of Design. If you only consider the basic fintech user experience, then this type of talent may not be suitable for you. It is increasingly likely that wallets, on-chain payments, and eventually DeFi will become part of X's development roadmap."

Former Base design director Benji Taylor stated that he has joined the X platform and will lead the design team, "looking forward to working closely with Elon Musk, Nikita Bier, and other team members."

Arthur Hayes posted on social media that there are a lot of fantasies about a positive outlook for the future in the current market. Personally, he certainly hopes the slaughter can stop, but he will not buy risk assets here.

CoinDesk columnist Jordan Knecht stated that some traditional financial institutions believe that staking carries risks such as penalties, outages, operational failures, and unpredictable returns, and therefore only hold spot ETH or avoid related assets.Jordan Knecht mentioned that a new generation of insurance-backed staking products is benchmarked against the Composite Ether Staking Rate (CESR) and is underwritten by regulated insurance institutions, making staked ETH closer to institutional yield products rather than a crypto experiment. He disclosed that CESR is a daily standardized benchmark interest rate developed by CoinDesk Indices and CoinFund, used to measure the average annualized return of ETH validators' staking; Chainproof collaborates with IMA Financial Group to provide policies that supplement returns when validator returns fall below CESR and provide compensation in the event of penalties, with related arrangements also used to support collateral, rebalancing, and structured strategy design based on staked ETH.

Bitget has launched the first phase of its stock trading event. During the event, both new and existing users can complete designated stock contracts, on-chain transactions, friend invitation trades, and other tasks to earn specific chances to enter a lottery, with a maximum of 26 entries. The prize pool includes popular stock airdrops, USDT, and lifetime zero-fee trading on stock contracts, among other benefits. Detailed rules have been published on the Bitget official platform, and users must click the "Join Now" button to complete registration in order to participate in the event.

On March 24th at 8 PM, a Space live broadcast focusing on "AI Agent Value Distribution Rights" will be held. As major companies deepen their model capabilities and leading public chains execute and settle, AI is transitioning from a "tool" to "self-generating revenue," sparking in-depth discussions about human roles, investment opportunities, and asset risks. This Space will invite industry guests to engage in dialogue around core topics such as how ordinary people can face the "AI profit-making" wave, the irreplaceability of transactions and operations executed by Agents, and the efficiency and risks of AI managing assets.Users are encouraged to follow the official accounts @sunpumpmeme and @Agent_SunGenX, retweet the post, and @ three friends. The official account will randomly select 5 lucky users from participants to receive a reward of 10 USDT each.

According to The Block, analysts from the research and brokerage firm Bernstein pointed out that Circle and Coinbase are the main tools for gaining exposure to the growth of stablecoins, due to the partnership between the two companies around USDC and the emerging role of stablecoins in smart agent payments, which could become an important driver of their future growth.In a report released on Monday, analysts led by Gautam Chhugani wrote, "We believe that smart agent payments provide an upside optionality for stablecoins. This is not a factor that currently has a substantial impact on the demand for stablecoins, but in the future smart agent economy, stablecoins may play a certain role." The analysts noted that so-called machine payments refer to transactions initiated, authorized, and completed by software or autonomous devices, rather than by human operation. These payments differ from automatic bill payments or subscription models; they are essentially programmatic, enabling real-time decision-making, price negotiation, and instant settlement without human intervention.Bernstein believes that stablecoins have a natural advantage in this environment because of their programmability, instant settlement capabilities, support for micropayments, and global reach. Payment logic such as escrow, conditional payments, or revenue distribution can be directly embedded in stablecoins, allowing smart agents to complete transactions without connecting to banks or waiting for confirmations.The report also pointed out that transactions can be settled in seconds, allowing AI agents to pay for computing power or data in real-time; high-throughput blockchains and state channels make large-scale micropayments economically viable; at the same time, stablecoins have cross-border attributes, eliminating the need to rely on SWIFT, correspondent banking systems, or foreign exchange conversions, thereby further reducing transaction costs.