Weekly Highlights | AI Doomsday Theories Influence the Entire Week, Multiple Crypto Secrets Exposed

PANews Editor's Note: PANews has selected the best content of the week to help you catch up on anything you might have missed over the weekend. Click on the title to read.

Macro perspective

China Power, Token Going Global

Just as the submarine cable of 1858 symbolized the British Empire's control over the flow of information, similarly, China's AI big data model is reshaping the global power structure by going global through tokens in 2026.

Fu Peng: A major reshuffling of assets – where should the money go?

A major demographic shift: How will your home, savings, and career be reshaped?

Uncovering the Truth: ETF Mechanism Suppresses Prices, Jane Street Becomes a Scapegoat for Bitcoin's "10 AM Sell-Off" Strategy

Conspiracy theories are spreading in the crypto world, with Jane Street accused of manipulating the US stock market by crashing at 10 a.m. The real enemy, perhaps, is never any particular institution, but rather our neglect of complex mechanisms and our thirst for simple answers.

Are the "good days" for cryptocurrency KOLs over? X's forced advertising "open secrets" end hidden revenue streams.

Product manager X angrily confronts Kalshi's sponsored account: Banned for not disclosing information! X to make its advertising transparent this month, so users will no longer be FOMO-induced by hidden ads?

Listed companies

Block is laying off nearly half its staff, a 24% increase! CEO: AI improves efficiency; most companies will make similar adjustments in the coming year.

In its shareholder letter, Block announced layoffs of approximately 4,000 employees, while also disclosing that its gross profit for the full year of 2025 will reach $10.36 billion, a year-on-year increase of 17%, and that the gross profit growth rate more than doubled from the first quarter to the fourth quarter.

Circle's stock price surged over 35%! After 270 days on the market, it's striving to shed its stablecoin label.

USDC's circulating supply surpassed 75 billion, with Q4 revenue growing by 77%. Facing the dual pressures of declining interest rates and Coinbase's revenue sharing, the company is transforming into a platform through Arc blockchain and AI-powered agent payments, seeking new growth unrelated to interest rates.

The changing of the guard in the payment industry: Stripe, a unicorn worth hundreds of billions, may acquire PayPal, heavily investing in stablecoins and AI.

PayPal, the pioneer of online payments, may be acquired, with the rumored buyer being Stripe, a payment upstart that is not yet publicly listed. To date, this rising star has not yet rung the Nasdaq bell, choosing to retain its strategic freedom as a private company, and is accelerating its bets on stablecoins and AI, investing heavily in entirely new financial sectors.

A 10,000-word analysis of Nvidia's 20-year rise: from two gaming graphics cards to a 5 trillion dollar empire.

What changes has Nvidia undergone from 2006 to 2026?

AI panic

Don't be fooled by the hype; OpenClaw is not suitable for most people.

First, identify which steps need to be automated, use easy-to-use tools for testing, and only upgrade to OpenClaw when truly necessary.

A "Scarce Asset" in the AI ​​Era? Goldman Sachs: HALO – Asset-Heavy, Timeless

The AI ​​revolution, this seemingly "lightest" wave of virtual technology, is ending the "light asset myth" of the past decade and forcing the market to revalue those "cumbersome" and difficult-to-replicate physical assets (HALO).

OpenClaw slams on the gas and crashes into the "2028 doomsday theory": Who will create the "brakes" for AI?

OpenClaw ignites the agency commerce boom, while NEAR showcases how AI Chain builds the foundation of the agency economy at Nearcon 2026, exploring privacy, security, and accountability mechanisms, and revealing the opportunities and challenges of an era of commercial compression.

The author of the "AI Doomsday Report" speaks out: Market panic exceeded expectations, but the real risk is a "cycle of unemployment."

The emergence of the "AI tax" caused IBM to experience its biggest drop in 25 years, according to a report.

Refuting AI Doomsday Theories: AI Will Not End the World, But Rather Promote Prosperity

AI can also foster prosperity if productivity growth outpaces the impact of change.

Institutional Thinking

Interview with the founder of Primitive Ventures: The "dead silence" of the bear market is far from over! 2026 will be the golden year for volatility to reap profits from traders.

The founder of Primitive Ventures discusses AI's role in reshaping liquidity, five-year unemployment for white-collar workers, and geopolitical competition with TSMC.

Haseeb, Partner at Dragonfly: 13 Harsh Truths No One Will Tell You About Starting a VC Firm

From 0 to 4 billion US dollars: the survival and evolution of a crypto VC.

A Silicon Valley billionaire's 30 years of business experience: All the goals I pursued in the past were foolish.

Stay debt-free, remain humble, and embrace young people.

Seize the opportunity

23 major flaws in market prediction

This analysis examines the situation from the perspectives of market dynamics, liquidity structure, and regulation.

Less than 1 cent could cripple millions in liquidity; an order attack could deplete Polymarket's liquidity foundation.

A single on-chain transaction of less than $0.10 can instantly wipe market-making orders worth tens of thousands of dollars from Polymarket's order book. This is not a theoretical deduction, but a reality that is happening right now.

Understanding this AgentFi overview report is key to capturing the Alpha of the AI-native economy.

x402 payments have exceeded $50 million, and ERC-8004 has already had 24,000 agents registered.

In-depth research on OpenClaw: The selection logic and ecosystem overview of 3002 community skills.

This list was selected from 3,002 skills out of 5,705 on ClawHub, with an exclusion rate of nearly 48%.

The Bitcoin community is in an uproar as BIP-110, which OGs are all paying attention to, sparks a value divergence.

The BIP-110 proposal attempts to limit the amount of data in a Bitcoin block, targeting inscription protocols such as Ordinals and Runes. The 55% activation threshold has sparked controversy, challenging Bitcoin's traditional 95% consensus rule.

Web3 Matters

ZachXBT's In-Depth Investigation: A Complete Record of the Axiom Insider Trading Scandal

ZachXBT is investigating insider trading on the Axiom cryptocurrency exchange. An employee, Broox, used internal backend tools to access sensitive user information and track private wallet activity. He targeted KOLs like Marcell, who was known for purchasing large quantities of meme coins before publicly recommending them.

Aave's internal strife escalates: Behind the $51 million funding dispute lies a battle over "who defines history."

If the governance environment becomes such that independent developers are squeezed out by the Labs route, then the distributed contributor model that makes Aave unique may begin to crumble.

The Chen Zhi case and the Zhao Changpeng case: The United States profited nearly $20 billion from them.

A new report reveals that the US used its technological hegemony to harvest global virtual currency assets, with two high-profile cases yielding nearly $20 billion in profits.

The truth behind LUNA's collapse? Someone predicted the $40 billion loss 10 minutes in advance.

Your hard-earned money is their ATM.

Criticized by Vitalik Buterin for veering off course, is Automaton's Web4 experiment a dangerous game?

Recently, the open-source AI project Automaton proposed the concept of Web 4.0 and launched the first self-sustaining AI agent, which quickly gained popularity both inside and outside the crypto community. This AI experiment unexpectedly brought some room for imagination to the crypto market and also sparked considerable discussion and controversy.

Key Information

• Grvt releases 2026 roadmap: Full token economic model to be announced in March.

• ZKsync plans to shut down ZKsync Lite on May 4th and shift its focus to the Era ecosystem.

• Upbit will delist Nomina (NOM) on March 30th, but will retain a 30-day withdrawal channel.

• Binance Wallet launches Sentio(ST)Booster and Pre-TGE events

• Bitcoin spot ETFs saw net inflows of $254 million yesterday, marking the third consecutive day of net inflows.

• LayerZero DAO destroyed all remaining STGs, officially renaming them ZRO.

• Block is laying off 4,000 employees, nearly half of its workforce.

• BitGo: Over half of the top 25 US banks are piloting crypto services; global cryptocurrency holders number approximately 716 million.

• Bitcoin analyst Willy Woo: This round of selling pressure may have temporarily subsided, and the bear market may continue until early 2027.

• Magic Eden plans to close its Bitcoin and EVM markets and terminate its multi-chain wallet.

• Analysts refute rumors of "Jane Street selling Bitcoin at 10 a.m. daily," stating that Bitcoin is not easily manipulated.

• ZachXBT: Multiple Axiom employees misused internal data for insider trading

• Robinhood launches in Canton (CC)

• Vitalik has sold a total of 16,420 ETH, cashing out approximately $32.84 million.

• ETHZilla rebrands as Forum, transitioning to focus on RWA tokenized assets.

• Circle's stock price surged over 35%, with USDC accounting for nearly half of stablecoin transactions.

• Nvidia's Q4 earnings report: Revenue of $68.1 billion and data center revenue of $62.3 billion both exceeded market expectations.

• Lighter's ARC rate has abnormally surged to an annualized 2100%, with a large whale heavily longing to lure short sellers in.

• HyperLiquid co-founder: 173,000 HYPE tokens will be unstaking and distributed to team members on March 6.

• South Korean lawmakers have proposed a mandatory asset disclosure system for influencers in the crypto space.

• Coinbase's Bitcoin premium, after 40 days of negative value, has finally turned positive.

• Sources say Meta plans to re-enter the stablecoin market in the second half of this year.

• Binance re-enters the tokenized stock market through a partnership with Ondo Finance.