vesting

The Humanity Foundation has recently made significant adjustments to the $H token allocation plan, requiring investors to make a final choice between two options by April 26 at 09:00 UTC: one, extend the distribution, pushing the Cliff to September 25, 2026, and changing to equal distribution over 12 quarters; two, a 3:10 discounted immediate unlock, replacing the original 16,666,666 tokens with 5,000,000 $H (a 70% reduction), to be fully distributed on June 25, 2026.It is understood that the Humanity Foundation has sent adjustment notifications to over 100 investors. Early investment firm Trix Ventures has publicly disclosed its choice of the discounted immediate unlock.It is reported that this firm invested during the project's valuation phase of approximately $60 million, and even after the 3:10 discounted replacement, it can still achieve about 7 times return. Notably, the Humanity Protocol previously reached an in-depth cooperation with payment giant Mastercard, and the project's fundamentals have received endorsement from traditional financial institutions. The on-chain identity verification sector it belongs to is currently in its early market stage, but with the continuous expansion of AI-generated content and automated accounts, the demand for on-chain real identity verification is widely believed to grow exponentially, giving this sector long-term potential to become a leading project in the Web3 infrastructure field.The project is about to face a test of significant selling pressure from a one-time massive unlock, and whether it can grow explosively alongside the AI sector is crucial. Analysts point out that choosing the one-time unlock on June 25 is a safer decision. In the current market cycle, "certain liquidity" far outweighs paper numbers. The deferred plan extends the cycle to 3 years, with huge uncertainties regarding the protocol's survival and team stability.From a market structure perspective, June 25 faces obvious concentrated selling pressure risks: the Sablier contract release node is transparent on-chain, and quantitative and short-selling funds will precisely target this node; institutions may lock in profits by hedging in advance during the two-month window; market makers may withdraw buy depth in advance, causing the actual realization value to be less than 10% of the nominal value. Historically, large-scale concentrated unlocks of Starknet (STRK) and ApeCoin (APE) have triggered severe selling pressure, with the former dropping over 95% from its peak and the latter declining 77% within 7 months.

Binance Co-CEO He Yi responded to community questions at the BNB Chain event in Hong Kong, stating that when trading memecoins on BSC, one should not "nitpick" (picking apart He Yi or Big Brother's Twitter content) and deceive oneself.He Yi mentioned that she is not a narcissistic person and does not tweet every day to create hype. Some coins discussed at the Binance Alpha event are popular not because she tweeted about them, but because they have inherent popularity, which creates a false cycle.She emphasized that BNB Chain is a public chain, and just as one does not question the Ethereum Foundation about the quality of projects on Ethereum, everyone trading memecoins on BSC should have the correct understanding. Binance's mission is to protect users, but that does not mean that every investment on the BNB Chain will necessarily be profitable."99.9% of memecoins will go to zero," He Yi stated, noting that most projects will fail, and investors must be clear about what they are doing and not be misled by others. One cannot assume that any memecoin "picked out" by He Yi will definitely be listed on Binance; otherwise, it would contradict the reputation of "protecting users," and this understanding is misguided.

Yili Hua posted on platform X, stating the establishment of the AI fund OpenX_Labs, focusing on investing in and collaborating on AI projects.Jack Yi believes that the golden age of primary investment has arrived, and the AI era provides tremendous opportunities for founders, putting startups and medium-sized enterprises on the same starting line. He plans to use the upcoming time for primary investment to learn from AI founders and expresses his willingness to assist excellent AI projects without compensation, as AI also provides him with opportunities and motivation for a second entrepreneurial venture.

According to Theblock, the Bitcoin asset management company Strive (ASST) will collaborate with ETF issuer Tuttle Capital Management to launch the T-Strive Digital Credit ETF, aimed at investing in the variable rate A series perpetual preferred stock STRC issued by Strategy, as well as the preferred stock SATA issued by Strive.It is reported that in January of this year, Strive announced plans to raise an additional $150 million through a secondary public offering, after the company raised $160 million through the oversubscribed SATA IPO. Once approved, the T-Strive Digital Credit ETF will trade on the Chicago Options Exchange under the stock code DGCR.

According to Cointelegraph, Robert Kiyosaki, the author of "Rich Dad Poor Dad," stated that he will not invest in any assets that can be printed by the government, banks, or Wall Street, insisting on investing in physical assets such as gold, silver, Bitcoin, and Ethereum.

According to the Wall Street Journal, OpenAI is investing in the artificial intelligence startup Isara, which recently raised $94 million from investors, while OpenAI invested in the company at a valuation of $650 million.

According to The Block, BlackRock CEO Larry Fink stated that tokenization technology has significant potential and is expected to greatly simplify the investment process.He pointed out that given the large number of mobile users holding digital wallets, tokenization is expected to enable ordinary users to invest through their phones, achieving a level of convenience comparable to everyday payments.

According to SoSoValue data, as of 8:30 AM Eastern Time on March 16, 2026, the total net purchase of Bitcoin by global listed companies (excluding mining companies) for the week was $1.57 billion, an increase of 22.7% compared to last week.Strategy (formerly MicroStrategy) announced on March 16 that it invested $157 million (an increase of 22.7% compared to last week's purchase amount) to acquire 22,337 Bitcoins at a price of $70,194, bringing its total holdings to 761,068 Bitcoins.The Japanese listed company Metaplanet did not purchase any Bitcoin last week, marking nine consecutive weeks without purchases.Additionally, two other companies purchased Bitcoin last week. The UK Bitcoin company The Smarter Web Company announced on March 10 that it invested $200,000 to buy 3 Bitcoins at a price of $65,291, bringing its total holdings to 2,695 Bitcoins; the UK Bitcoin company BHODL announced on March 13 that it invested at a price of $71,161 to purchase 1 Bitcoin.NASDAQ-listed company Zeta Network Group Inc. announced the issuance of $10 million in convertible bonds, of which the first phase of $6 million will be used to purchase Bitcoin.As of the time of publication, the total amount of Bitcoin held by the listed companies worldwide (excluding mining companies) is 1.02 million Bitcoins, an increase of 2.1% compared to last week, with a current market value of approximately $75.4 billion, accounting for 5.1% of Bitcoin's circulating market value.

Tether CEO Paolo Ardoino stated, "Some want to stifle the dream of a free internet, while artificial intelligence itself was born in a cage. Tether is investing significant resources to ensure that AI communication and intelligence remain free."

According to SoSoValue data, last week the total net purchase of Bitcoin by publicly listed companies worldwide (excluding mining companies) was $1.28 billion, an increase of 513% compared to the previous week. Strategy (formerly MicroStrategy) announced an investment of $128 million to acquire 17,994 Bitcoins at a price of $70,946, bringing its total holdings to 738,731 Bitcoins.The Japanese listed company Metaplanet did not purchase any Bitcoin last week, marking eight consecutive weeks without purchases. Additionally, two other companies bought Bitcoin last week. The Japanese food brand DayDayCook announced on March 4 that it purchased 65 Bitcoins, with the specific amount undisclosed, bringing its total holdings to 2,183 Bitcoins; the French Bitcoin asset company Capital B announced on March 9 that it spent $140,000 to buy 2 Bitcoins at a price of $71,053.9, increasing its total holdings to 2,836 Bitcoins. As of the time of writing, the total amount of Bitcoin held by publicly listed companies worldwide (excluding mining companies) is 999,210 Bitcoins, an increase of 1.84% compared to the previous week, with a current market value of approximately $ billion, accounting for 5% of Bitcoin's circulating market value.

According to South Korean media reports, the "Guidelines for Corporate Virtual Currency Trading" being developed by the Financial Services Commission of South Korea may exclude stablecoins from the permitted investment scope. The guidelines will outline the standards for listed companies and registered professional investment firms to trade digital assets for investment or financial purposes. To prevent blind investment in the early stages of the market, regulators have decided to exclude dollar-pegged stablecoins (such as Tether (USDT) and USD Coin (USDC)) when defining the scope of permitted investments.One reason for the exclusion of stablecoins is that the current South Korean Foreign Exchange Transaction Act does not recognize stablecoins as a means of payment for foreign transactions. Including stablecoins in the investment permission scope would contradict the existing legal framework, effectively allowing companies to use stablecoins for trade and other commercial purposes. Currently, the South Korean National Assembly is reviewing an amendment to the Foreign Exchange Transaction Act that aims to recognize stablecoins as a means of payment; this bill was proposed last October.

According to market news, Solana Treasury Company DeFi Development, listed on Nasdaq, announced plans to launch a dividend-bearing stablecoin after strategically investing in the stablecoin protocol development project Apyx, aiming to introduce transparent yields to the stablecoin market. It is reported that both parties also discussed token economics, valuation frameworks, development roadmaps, and how to utilize Digital Asset Treasury (DAT) dividend preferred shares.

According to SoSoValue data, as of 8:30 AM Eastern Time on March 2, 2026, the total net purchase of Bitcoin by global listed companies (excluding mining companies) for the week was $208.79 million, an increase of 348% compared to last week.Strategy (formerly MicroStrategy) announced on March 2 that it invested $204.10 million (an increase of 412.8% compared to last week's purchase) to acquire 3,015 Bitcoins at a price of $67,700, bringing its total holdings to 720,737 Bitcoins.The Japanese listed company Metaplanet did not purchase any Bitcoin last week, marking seven consecutive weeks without purchases.In addition, two other companies purchased Bitcoin last week. The Japanese food brand DayDayCook announced on February 25 that it invested $4.22 million to buy 50 Bitcoins at a price of $84,468, bringing its total holdings to 2,118 Bitcoins; the Brazilian Bitcoin company OrangeBTC announced on March 2 that it invested $470,000 to purchase 0.7 Bitcoins at a price of $67,438.14, bringing its total holdings to 3,723 Bitcoins.As of the time of publication, the total amount of Bitcoin held by the global listed companies (excluding mining companies) in the statistics is 981,150 Bitcoins, an increase of 0.31% compared to last week, with a current market value of approximately $64.26 billion, accounting for 4.9% of the circulating market value of Bitcoin.

According to official news from OpenAI, OpenAI and Amazon have announced a multi-year strategic partnership. Amazon will invest $50 billion in OpenAI, with an initial investment of $15 billion, and the remaining $35 billion will be completed in the coming months upon meeting specific conditions.The two parties will jointly develop a Stateful Runtime Environment powered by OpenAI models, which will be made available to AWS customers through Amazon Bedrock, expected to launch in the coming months. AWS will become the exclusive third-party cloud distribution provider for the OpenAI Frontier platform, which will be available for enterprises to build, deploy, and manage AI agent teams.In terms of infrastructure, the two parties will expand their existing $38 billion multi-year agreement to $100 billion, with a term of 8 years. OpenAI commits to using approximately 2 gigawatts of Trainium computing power through AWS infrastructure, covering Trainium3 and the next-generation Trainium4 chips expected to be delivered starting in 2027. Additionally, OpenAI and Amazon will collaborate to develop custom models for Amazon developers for consumer-facing applications, complementing Amazon's existing Nova series models.

The founder of 360 Group, Zhou Hongyi, stated in an interview with the Global Times that the United States, under the banner of "protecting the rights of victims," has directly transformed the virtual currency assets involved in the case into strategic financial reserves under its control, completing a magnificent and legitimate transfer from the end of the criminal chain to national assets.This unilateral harvesting behavior by the U.S. not only undermines the law enforcement activities of other countries, leading to secondary losses for victims, but also disrupts the global flow of virtual currency assets, destabilizing the financial stability of emerging market countries. The ultimate goal is to consolidate the dominance of the U.S. dollar in the digital financial sector.

According to on-chain analysis released by @Route2FI, a certain whale is holding a total value of $24 million in long positions of ARC on the Perp DEX Lighter, and is adding $360,000 every hour through TWAP (Time-Weighted Average Price), continuously injecting funds to drive the bullish trend. Currently, this whale has made a profit of $5 million.The annualized funding rate for ARC contracts on Lighter has skyrocketed to 2100%, equivalent to short sellers earning about 5.7% in funding fees daily, which will attract more shorts and intensify the long-short battle. Route2FI noted that this whale's behavior is similar to the price manipulation incident involving JellyJelly on Hyperliquid. In March 2025, a whale trader on Hyperliquid heavily shorted the JELLY perpetual contract while simultaneously driving up the spot price through other accounts and on-chain, leading to the liquidation of short traders. The Hyperliquid liquidity pool HLP suffered losses after settlement, prompting the Hyperliquid team to urgently vote to delist the contract and force settlement at a very low price.Route2FI added that it is currently unclear what the whale's intentions are. The HLP of Hyperliquid will absorb liquidated positions, but the LLP of Lighter will not absorb such large positions. If the position is too large or the risk is too high, it will directly trigger the ADL automatic deleveraging mechanism, making it difficult for the whale to replicate the strategy of the JellyJelly incident successfully.