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Research institution Bernstein's latest report states that as Bitcoin approaches the $80,000 mark, the cryptocurrency market is entering a new phase of structural growth. This cycle may last longer than previous ones and has "asymmetric upside potential." The report points out that the previous drop to $60,000 has formed a temporary bottom, and the market is being driven by the integration of institutional funds and the traditional financial system.Analyst Gautam Chhugani stated, "The best times for the crypto industry are still ahead, which will be reflected in a higher and more sustained bull market cycle." In terms of supply structure, about 60% of Bitcoin has not been transferred for over a year, indicating an increase in the proportion of long-term holders; at the same time, ETFs and corporate balance sheet allocations continue to absorb supply. Strategy currently holds approximately 818,000 BTC, and its yield-generating products are attracting more traditional funds.On the institutional channel front, Morgan Stanley and Charles Schwab are expanding Bitcoin ETF and spot trading access, further lowering investment thresholds. Fundamentally, the supply of stablecoins has surpassed $300 billion, and the demand for real payments and settlements has increased; the tokenization scale of real-world assets (RWA) has reached $345 billion, a year-on-year increase of 110%. Additionally, platforms like Hyperliquid are driving increased activity in on-chain stock and commodity trading.The report also warns that quantum computing poses a long-term potential risk to crypto security, but it is manageable in the short term, and the industry has ample time to transition to quantum-resistant standards.

Coinbase Institutional tweeted that its March market cycle survey shows that among institutional investors, 43% believe we are currently in the late bear market; among non-institutional investors (retail), 49% believe we are still in the bear market markdown phase.

According to The Block, JPMorgan analysts stated that the frequent security incidents in DeFi and the stagnation of total locked value (TVL) in ETH terms continue to limit institutional interest in DeFi. The report mentioned that a recent cross-chain bridge attack related to Kelp DAO led to a loss of approximately $20 billion in DeFi TVL within a few days. The attackers minted about $292 million in unsecured rsETH and borrowed real ETH on Aave using it as collateral, resulting in approximately $230 million in bad debt. JPMorgan also pointed out that after security incidents, users tend to turn to Tether's USDT for safety.

At the 13th anniversary gala "GATE GALA 13" held at the Rosewood Hotel in Hong Kong, Gate founder and CEO Dr. Han delivered a keynote speech titled "How We Grow Together in the Crypto Industry," providing a systematic sharing on the future development path of the crypto industry. The event attracted over 300 institutional representatives, partners, and industry guests from around the world.In his speech, Dr. Han pointed out that the crypto industry is gradually moving from early breakthroughs to a new stage of multi-ecosystem collaborative development. Among them, the integration of CEX, DEX, and TradFi will become an important direction for the evolution of infrastructure, while the introduction of RWA, multi-asset allocation, and AI technology is reshaping the application boundaries and efficiency models of the industry.He further stated that future industry competition will no longer be limited to single products or tracks, but will depend on the platform's comprehensive capabilities in multi-asset integration, technological collaboration, and global resource connectivity. As institutional participation continues to rise, the industry as a whole will accelerate towards a more mature and systematic direction.

According to CoinDesk, Ethereum co-founder Joseph Lubin stated that artificial intelligence will be a key turning point in the next phase of development for the cryptocurrency industry. However, if computing power and infrastructure are controlled by a few large tech companies, it could pose systemic risks.In the future, AI agents could autonomously execute transactions, collaborate, and verify on blockchain networks, becoming the foundation of a "machine economy." Cryptographic technology and decentralized systems will ensure transparency and accountability, allowing machines to supervise each other.Additionally, he believes that traditional finance and DeFi are accelerating their integration, driving the global economy towards a more refined and programmable direction, while the risks of quantum computing are a long-term manageable issue that Ethereum developers have already prepared for.

X product leader Nikita Bier posted on the X platform stating that, according to the aggregated data from the trading pilot, since the launch of Cashtags on Tuesday evening, the social platform X has driven approximately $1 billion in transaction volume globally. This data comes from the platform's early pilot phase and shows a significant pull effect on market liquidity and user engagement after the integration of social platform and trading functions.

Claw Wallet, a Web3 wallet infrastructure designed for AI Agents, announced a strategic partnership with TagAI and TagClaw. By deeply integrating Claw Wallet's secure AI-native infrastructure with TagAI's AI and socially predictive community layer, as well as TagClaw's on-chain social collaborative network, the three parties are jointly defining a new standard for the AI Agent ecosystem.The focus of this collaboration is to introduce TagClaw's Skill into Claw Wallet, empowering AI Agents with stronger intelligent coordination capabilities, making on-chain AI interactions more seamless, secure, and socially oriented. Currently, the three parties are fully committed to building a decentralized AI Agent infrastructure based on the BNB Chain, promoting the leap from independent tools to a collaborative social network for AI Agents.

JPMorgan analysts have stated that negotiations for the U.S. "Cryptocurrency Market Structure Act" (i.e., the CLARITY Act) have entered the final stages, with both sides reaching compromises on a few remaining contentious points. The number of disputes has been reduced from over a dozen to 2-3 core issues, with discussions on stablecoin rewards being "in a good place." While banks express concerns about stablecoins offering similar yields to deposits, there is an overall bipartisan compromise trend. JPMorgan believes that "there is no perfect bill," and once passed, the bill will provide important regulatory clarity for the integration of digital assets into the U.S. financial system.The "Cryptocurrency Market Structure Act" is currently in advanced negotiations in the U.S. Senate, with Senate staff stating that the draft is "very close" to resolution, but the final text has not yet been released, nor has a formal vote been scheduled. The remaining major disagreements focus on stablecoin rewards, DeFi regulation, and token classification issues. Although optimism is rising, there is still a risk of delays due to the 2026 midterm elections, which could lead to a more uncertain political environment. If the bill is ultimately passed, it will delineate the regulatory authority between the SEC and CFTC, providing a long-term regulatory framework for stablecoins, DeFi, and the entire cryptocurrency industry.

X product head and Solana ecosystem advisor Nikita Bier stated, "X has always been the best source for traders and investors to obtain financial information. Every day, billions of dollars are allocated based on what people see on their timelines. We have launched a brand new Cashtags feature on the iPhone in the US and Canada, bringing real-time financial data directly into X. Here’s how it works: · When you search for or post a Cashtag (or contract address), X will automatically recommend matching stocks or crypto tokens for you to select target assets. · By clicking any Cashtag, users can view related discussion threads and the price chart of that asset—without leaving the X platform. This feature ensures that users can always accurately match discussions related to the corresponding stock or token. Cashtags are just the first step in our commitment to creating the preferred platform for the financial and crypto community. Our vision is not just to provide charts. The content on X is valuable and actionable, so trading should also be seamless. Today we announced a pilot integration with Canadian brokerage Wealthsimple. Canadian users will see a button on the Cashtags page that allows them to complete trades seamlessly on X."

According to Gate Ventures' latest weekly report, the temporary easing of macro risks has driven a market rebound, with the S&P 500 rising 3.48% last week, the Nasdaq rising 4.12%, and WTI crude oil falling over 14% in a week. The cryptocurrency market also saw a recovery, with BTC rising 2.5% and ETH rising 3.9%, accompanied by net inflows into spot ETFs, with BTC around $786 million and ETH around $187 million. However, market sentiment remains in the "extreme fear" zone, and the pace of capital inflow is relatively cautious.In terms of asset and industry dynamics, structural opportunities continue to emerge. Thanks to improvements in fundamentals brought about by network performance upgrades, TON rose 15.9%. At the same time, the Hong Kong Monetary Authority issued the first batch of stablecoin licenses to Anchorpoint and HSBC, marking the official implementation of a compliant digital currency framework.On the financing front, activity remains relatively active, with a total of 11 transactions completed last week, disclosing a total financing amount of approximately $73.7 million, a significant rebound compared to the previous week, with funds mainly flowing into infrastructure and early-stage innovation sectors. Overall, while the market has shown signs of temporary recovery, structural differentiation continues, with capital and narratives gradually concentrating towards those with fundamental and compliance support.

According to official news, Binance will expand its observation labels to FARM, HIGH, MLN, RESOLV, SYS, TRU, and VELODROME on April 14, 2026, and remove the seed label for XAUT.It is reported that Binance's observation label tokens refer to those tokens that may have higher volatility and risk compared to other listed tokens. Binance aims to remind users that trading these tokens with observation labels carries risks, as these tokens no longer meet the standards for listing on the Binance platform and may be delisted.

According to on-chain analyst @ai_9684xtpa, a trader spent 0.2 ETH ($436) on the Ethereum mainnet to buy 77,000 DOT using Uniswap and sold it on a CEX for $10,042.Subsequently, they used the same method to spend a total of 1.1 ETH to buy DOT, attempting various cross-chain methods while buying low and selling high in different liquidity pools. Ultimately, they successfully crossed from the ETH mainnet to the Base network via Hyperbridge, selling 503,000 DOT for 68.72 ETH in one transaction, making a profit of $150,000.

Mike McGlone, Bloomberg's senior commodity strategist, tweeted that the crypto bear market may be in its early stages and stated that if β (market risk) declines, Bitcoin could fall back to $10,000.He disclosed that since the iShares Bitcoin Trust ETF (IBIT) began trading in January 2024, its total return has been roughly on par with the SPDR S&P 500 ETF Trust (SPY), but the former's volatility is about four times that of the latter, with a 200-day correlation close to 0.5. In the absence of higher returns, high volatility and correlation are generally unfavorable for asset allocation. He also pointed out that since the birth of Bitcoin in 2009, the number of crypto assets has reached millions, most of which lack substantial support but still have valuations in the billions of dollars.

HashKey Group Chairman Xiao Feng previously stated in an exclusive interview with Hong Kong Wen Wei Po that the issuance of the first batch of stablecoin licenses in Hong Kong is an important step for the local digital asset market. He pointed out that this move marks a further acceleration of Hong Kong's process of tokenizing fiat currency and fills a critical gap in the clearing and payment infrastructure of the digital financial system.In addition to serving cross-border payments and trade settlements, Hong Kong stablecoins will also play a core role as a medium for digital asset transactions. Xiao Feng suggested that, in the long run, their greater value lies in supporting micro, cross-border, and programmable payments between AI entities, and creating synergies with scenarios involving real-world assets (RWA) and on-chain clearing, helping Hong Kong occupy a more critical position in the global evolution of digital assets and digital financial systems.He also stated that HashKey's trading platform will adhere to the principles of openness and compliance, supporting stablecoin issuers and related products that meet regulatory requirements, and jointly promoting the healthy development of the ecosystem. Currently, HashKey is actively engaging in substantive cooperation discussions with licensed stablecoin issuers and welcomes stablecoin institutions planning to issue in compliance in Hong Kong to establish partnerships with them.As a core participant in Hong Kong's digital asset market, HashKey will leverage its existing licensed compliance system, fiat channels, and industry resources to support the trading launch of compliant stablecoins, liquidity support, payment scenario expansion, and the implementation of related application scenarios, promoting the orderly development of the industry ecosystem.