Weekly Highlights | Say Goodbye to the "Lobster" Frenzy, Return to the Essence of Crypto: Hyperliquid is the Hottest Project This Week

  • Macro Perspective: Enterprises prefer minimal disruption over best technology when adopting blockchain; Musk discusses AI self-improvement and deflationary economy; Bitwise bullish on BTC, ETH, and other cryptos; economists warn of stock market bubble risks.
  • Hyperliquid & On-Chain Oil: Middle East geopolitical conflicts increase commodity volatility, with DEX taking over tail risk pricing; Arthur Hayes heavily invests in HYPE token, targeting $150, using on-chain derivatives to hedge war risks.
  • OpenClaw Cooling: Security issues with OpenClaw AI tool lead to losses; Web3 seen as a rerun of internet bubble; AI technology stack divided into five infrastructure layers.
  • Seizing Opportunities: Growth in on-chain options market; crypto VCs shifting focus to AI; parallel EVM enhances performance; ERC-8183 addresses trust issues for AI Agents.
  • Web3 Updates: Stablecoin yield products gain popularity in bear market; RWA perpetual contracts reshape financial pricing; Circle partners with Mastercard to promote stablecoin adoption.
  • Key News: Market movements include Bitmine buying ETH, oil price surges, Binance launching new contracts, and delayed regulatory bills.
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

a16z: To the founders of crypto, companies don't buy the best technology.

How do blockchain founders sell to enterprises? This article reveals how companies don't buy the "best" technology, but rather choose the least disruptive upgrade path. Using real-world examples, it shares key strategies for packaging blockchain technology into an acceptable solution for businesses.

Musk's latest interview: AI has entered a self-evolutionary cycle, and humans are disappearing from the "loop".

At a tech summit, Musk revealed that Tesla's Optimus 3 humanoid robot is about to enter production, and that AI has entered a self-improvement phase. He predicted that the future economy will experience rapid growth and then shift towards deflation, with the output of goods and services far exceeding the money supply, and even predicted that "money will no longer be important."

Interview with Bitwise CIO: The threat of quantum computing and AI is exaggerated; optimistic about the "Big Four" in crypto.

I am bullish on BTC, ETH, SOL, and LINK.

Economists warn that stock market bubbles are more fragile than a repeat of the oil crisis of 50 years ago.

De-dollarization is nonsense; tariffs are killing jobs; the oil crisis is masking a real bubble. Of all the regime change attempts the US has participated in, about 60% have completely failed.

Hyperliquid and On-Chain Oil

The fascinating connection between war, oil, and cryptocurrency: How did Hyperliquid oil price derivatives become a new hub for macro pricing?

As the geopolitical situation in the Middle East deteriorates sharply, the conflict between the US and Israel and Iran is pushing global commodity markets to new extremes of volatility. Against this macroeconomic backdrop, a phenomenon that previously existed primarily in the native narrative of cryptocurrencies is now becoming a reality: DEXs are taking over the pricing power for the tail and sudden risks in traditional commodities.

What are the chances of HYPE increasing fivefold? The HIP-3 is the most powerful engine.

Amidst a gloomy crypto market sentiment, Arthur Hayes is bullish on HYPE and has given it a $150 price target. With 97% of its revenue allocated to token buybacks and burns, and its HIP-3 mechanism expanding the on-chain perpetual contract market, its growth potential is attracting significant attention.

Arthur Hayes: Why did I liquidate all my other altcoins and heavily invest in HYPE to push it to $150?

This article explains the underlying logic behind Arthur Hayes' bullish view on HYPE.

Crude oil surges 25%, Hyperliquid faces a life-or-death on-chain battle.

Hyperliquid users now need to keep a close eye on the latest developments in Iran's Strait of Hormuz, while DeFi OG is hedging against war risks with on-chain derivatives.

Crayfish cool down

Lobster OpenClaw Uninstallation Guide

"It's all faked. It's all demystified. When it comes to actual work, recent graduates are still cheaper."

The first victims of OpenClaw have emerged! 4 security basics you must know before installation.

Recently, some people have suffered heavy losses due to credit card fraud caused by their addiction to OpenClaw and neglect of security issues.

The real dot-com bubble is repeating itself with Web3, not AI.

Stock market and cryptocurrency investors are worried that AI will repeat the dot-com bubble of 2000. In fact, Web3 is the real dot-com bubble repeat.

Nvidia: AI is a five-layer cake

AI is reshaping the world, with its five-layer technology stack—from energy and chips to applications—revealing its fundamental infrastructure nature. Real-time generated intelligence is driving trillions of dollars in infrastructure development, open-source models are accelerating industrial adoption, and every company and nation will participate in this transformation.

Who's criticizing lobsters? Who's hyping them up? I give OpenClaw a score of 65.

Lobster is essentially: a super brain (Claude, GPT, MiniMax, etc.) + hands-on ability + super long prompts.

70 real-world case studies to show how OpenClaw can secretly work for you late at night.

This article covers 70 real-world use cases from the OpenClaw Moltbook community.

Seize the opportunity

Delphi Digital: On the Eve of the On-Chain Options Boom

The cryptocurrency options market is reshaping its landscape, with Bitcoin options open interest surpassing futures for the first time in 2025. Deribit and IBIT options are leading the growth, while on-chain options protocols such as DeriveXYZ and KyanExchange are attracting institutional investors with innovative mechanisms, meeting their hedging and structured product needs. Improved regulatory environment and the launch of 24/7 trading by CME indicate market maturity and opportunities.

The "marking the boat to find the sword" style of cryptocurrency price prediction has become popular, highlighting the practical logic and flaws of metaphysical prophecies.

Are the "marking the boat to find the sword" style price predictions that frequently go viral on social media actually helping the market identify the stage, or are they just packaging noise as prophecy?

Multicoin co-founder: Is decentralization necessarily slower than centralization? PropAMM is breaking this prejudice.

“PropAMM is one of the most important innovations in the field of market microstructure in recent decades, and perhaps even decades.”

Crypto VCs Shift Focus to AI? How are 6 Major Institutions Betting on Artificial Intelligence?

Are venture capitalists really abandoning encryption and turning to AI?

Video | Interview with Sei Founder Jay: The Beliefs and Survival Rules of the Crypto Supercycle Through Bull and Bear Markets

From the GameStop incident to building a decentralized Wall Street, how parallel EVM achieves a 50x performance leap, revealing the institutional funding secrets behind billions of TVL and the new track of AI Agent payments.

Detailed Explanation of ERC-8183: Ethereum's Solution to the Challenge of Mutual Trust in AI Agents

In the world of agents, deceit and treachery abound; reputation alone is not enough to conquer the world.

Web3 Matters

IOSG: A Panoramic View of On-Chain Yields – The Evolution from Interest-Bearing Stablecoins to Crypto Credit Products

Stablecoin fixed-income products are more favored in a bear market, protocols are developing towards controlling traffic entry points and backend services, and alternative revenue sources such as RWA are emerging during interest rate cut cycles.

OKX Ventures Research Report: RWA Perpetual Contracts, DeFi Eating the Last Piece of Wall Street's Puzzle

Explore how RWA perpetual contracts are reshaping financial pricing power and global liquidity distribution, conduct in-depth analysis of the Hyperliquid ecosystem, regulatory challenges, and offshore market opportunities, and reveal the future trend of DeFi integration with traditional finance.

Interview with Circle's Chief Business Officer: Partnering with Mastercard to accelerate the adoption of crypto payments; stablecoins will be more than just trading in the future.

Circle partners with several companies, including Mastercard, to promote the use and acceptance of stablecoins globally.

Circle's Turnaround Moment: Stock Price Doubles, On-Chain Transactions Outperform USDT, Precise Positioning in Agent Payments

Circle's stock price more than doubled to over $110, USDC settlement volume surged and surpassed USDT, and AI Agent Payments chose USDC as its micro-payment solution, revealing that it is becoming a key infrastructure in the digital economy era.

Key Information

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