Weekly Highlights | Middle East conflict, crude oil, and OpenClaw are the focus this week; Bitcoin breaks through $74,000 against the trend.

  • Macro Perspective: Topics on the end of knowledge arbitrage, AI's impact, Bitcoin's journey, and Musk's high-interest deposit initiative.
  • Geopolitical Turmoil: Effects of Middle East conflicts on global markets, increased crypto adoption in Iran.
  • AI Stories: Developments in AI models, job shifts in Web3, and AI influence rankings.
  • Xiaolongxia Skill Learning: Focus on AI trading agents like OpenClaw for Web3 applications.
  • Catching Opportunities: AI preferring Bitcoin over fiat, cash cow projects, and growth in DEX perpetual contracts.
  • Web3 Those Things: Traditional finance entering crypto, Kraken's regulatory milestone with the Federal Reserve.
  • Key Information: Various updates including exchange actions, market trends, and regulatory developments.
Summary

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

Knowledge arbitrage is dead, the storyteller lives on.

How can we escape information noise?

Interview with Dalio: AI is devouring everything, gold remains the top choice, and Bitcoin still has a long way to go.

Bitcoin has a long way to go because it lacks privacy and is not favored by central banks.

With an annualized return of 6%, Musk declares war on traditional banks.

Elon Musk's X Money has launched a 6% high-interest deposit and laser-engraved metal card, challenging traditional banks and payment giants. Leveraging its ecosystem of over 500 million users and AI assistant Grok, it aims to create a closed-loop financial system, but faces compliance challenges from New York State regulations and the GENIUS Act, a stablecoin law.

Arthur Hayes: The US has fought 40 years of Middle East wars and lowered interest rates every time; don't expect an exception this time.

From the Gulf War in 1990 to the War on Terror in 2001, the Federal Reserve chose to cut interest rates after every US-led Middle East war.

Geopolitical turmoil

Chinese entrepreneurs overseas: Stranded in the Middle East, unwilling to give up.

On the day of the explosion in Bahrain, shopping malls and supermarkets, which were almost completely closed and only accepted cash, quickly adjusted to reopening large supermarkets, thanks in no small part to the guidance of the local government.

Why did Bitcoin thrive while Asian stock markets fell below the circuit breaker threshold?

The renewed conflict in the Middle East triggered a global stock market crash, with South Korea's KOSPI experiencing its largest drop in history. However, Bitcoin bucked the trend, rebounding to break through $74,000, demonstrating the resilience of the crypto market. This article provides an in-depth analysis of the profound reassessment of stock market and crypto asset pricing logic amidst the geopolitical crisis.

36 years, 4 wars, 1 script: How does capital price the world in conflict?

When the cannons roar, gold pours in. In turbulent times, ordinary people make choices regarding wealth.

Iran's encrypted migration route

Surviving in the cracks between sanctions, war, and cryptocurrencies.

Beyond Islamic doctrine, Iran needs Bitcoin

Crypto assets, represented by Bitcoin and US dollar stablecoins, are gradually transforming from "speculative commodities" into a near-essential tool of value in Iran. They serve as both a financial safety valve for citizens and a "cyber bank" for the state apparatus to circumvent sanctions.

Written on the UAE-Oman border: Survival lessons for the crypto natives after navigating through gunfire.

Many of today's successful cases should be called "blockchain" rather than "cryptocurrency".

The Story of AI

A major shakeup of core talent at Alibaba raises the question: Is Alibaba's grand model doomed?

Less than 24 hours after the release of the Qwen 3.5 mini-model, which received praise from Elon Musk for its "amazing intelligence density," the Alibaba Tongyi Qianwen team experienced a personnel upheaval.

In the wave of AI, which Web3 jobs are rapidly disappearing?

These six Web3 jobs are disappearing, but six new jobs are being created.

Global AI Social Influence Top 100 Final List

In the age of AI, who you follow determines how far in advance you can see the future.

Yes, the conflict between the US and Iran has disrupted AI development worldwide.

Our AI may have simply crashed, but for some people, tomorrow will never restart.

Learning crayfish skills

Exchanges are giving "crayfish" (traders) a skill tree; is Openclaw going to leave human traders in the dust?

The core question facing users is: Are agent-based transactions really reliable?

A collection of practical OpenClaw skills for Web3 players: covering trading, security, and data analysis.

For hardcore Web3 users looking to advance their skills, here are 30+ top-tier skills to equip your Web3 AI agent with a single click.

After integrating OpenClaw into everything in my life, I personally shut it down.

"I implemented 90% of OpenClaw's functionality using Claude, and it's more stable and cheaper."

Seize the opportunity

A crushing 22-0 victory: 36 AI models collectively "abandoned" fiat currency, with Bitcoin becoming the preferred choice.

Of the 36 AI models tested, 22 listed Bitcoin as their preferred currency, while none of them placed fiat currency first.

Bear Market Investment Guide: Besides BTC, these 45 "Cash Cows" are worth watching.

Two projects monopolize 69% of the cash flow. Do you have them in your crypto portfolio?

A 346% surge vs. a 20.8% decline: CoinGecko: DEX perpetual contracts are taking market share from CEXs.

CoinGecko's annual report reveals a 346% surge in DEX perpetual contract trading volume, indicating a systematic shift of funds from centralized exchanges (CEXs) to decentralized platforms. This article analyzes how Hyperliquid surpassed Coinbase and how HIP-3 transformed it into a 24/7 global financial infrastructure.

On-chain tracking of Polymarket's Khamenei betting operations: 521 addresses precisely positioned, a few entities precisely targeting and targeting him.

Polymarket's prediction market is embroiled in an $81.6 million settlement dispute over Khamenei's resignation contract. PANews tracks 521 suspicious addresses, uncovering insider trading and huge profits, and explores the challenges of judgment and systemic hunting in decentralized markets.

Web3 Matters

Wall Street's Overt Strategy: From Custody Battles to Equity Penetration, How Traditional Giants Are Turning the Tables in the Crypto Market

From Coinbase being "taken over" to OKX becoming a "digital branch".

Kraken's successful bid for entry into the Federal Reserve: securing the first ticket to the crypto arena, but Wall Street is on edge.

After a five-year regulatory battle, Kraken has finally obtained authorization for the Federal Reserve's master account, becoming the first crypto-native company to be granted access. This marks a historic breakthrough in the history of crypto development and further intensifies the competition between old and new financial forces.

Interview with the founder of Sui: How he left Meta at 50 to start his own business and rebuilt the foundation of the internet.

The industry's expectations are currently too high, there's too much noise, and many people haven't produced anything substantial.

Outside of Wall Street, the pricing power of traditional assets is shifting to the blockchain.

In March 2026, the assassination of Iran's Supreme Leader and the energy threat caused traditional financial markets to fall into a pricing blind spot due to weekend closures, triggering circuit breakers and price gaps at the opening. In contrast, the decentralized perpetual contract protocol Hyperliquid, with its 24/7 uninterrupted trading, gained pricing power, and its protocol token HYPE surged by 25% against the trend. This crisis marked Hyperliquid's evolution from a simple DeFi protocol into a decentralized pricing engine for global assets.

Key Information

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