Release Date: March 10, 2025
Author: BlockBeats Editorial Department

In the past 24 hours, the English-speaking community has shown complex development trends across multiple dimensions. Main topics focus on discussions about macro markets triggered by the drastic fluctuations in oil prices, as well as the accelerated implementation of AI in enterprise software and development processes. In terms of ecological development, Ethereum is strengthening decentralized staking and security incentives, Solana continues to expand entry through fiat and on-chain derivatives trading, while Base is exploring new on-chain application scenarios around AI Agent and payment protocols.

1. Main Topics

1. Historic Crash in Oil Prices: A Single-Day Drop of Over 30%, Dominating Conversations

On March 9, WTI crude oil prices plummeted significantly from the previous night's peak, falling more than 30%, briefly dropping below $84/barrel. Prior to the crash, prediction markets had indicated an increasing probability of a recession in the U.S. economy; afterward, some observers referred to this trend as a "historic event," linking it to geopolitical statements, such as Trump's claim that the war is "basically over." Meanwhile, prediction data shows that the probability of inflation exceeding 3.5% in 2026 has risen to 63%.

There is a significant divide in the community regarding the authenticity and sustainability of this oil price crash. Some believe it is primarily a short-term market fluctuation caused by geopolitical rhetoric, as critical issues like the Strait of Hormuz have yet to be genuinely resolved; others suspect market manipulation or interpret it as the so-called "Cramer Effect" (where market reactions are in reverse response to the opinions of well-known commentators), thus questioning whether this trend can last; yet others point out that historical experience shows energy price shocks often become significant triggers for economic recessions.

Summary of Different Positions:

Market Real Response: The drop in oil prices reflects Trump's related remarks easing market fears of supply disruption, but the actual supply landscape hasn't changed, meaning prices might see a short-term rebound.

Manipulation or Human Factors: The crash may have been caused by market manipulation and does not align with real supply and demand conditions; oil prices should theoretically be higher given the ongoing risks in the Strait of Hormuz.

Economic Alert: Continued high oil prices will raise recession probabilities and bring inflationary pressures, necessitating risk hedging through tools like Coinbase.

From a more macro perspective, the energy market exhibits a high dependence on geopolitical statements, while prediction markets further amplify such volatility. The traditional financial system appears particularly vulnerable to public opinion and celebrity effects, making it prone to extreme market conditions; at the same time, the global market lacks a real-time settlement mechanism, which also promotes speculative behavior to some extent.

2. Microsoft Copilot Cowork Launches, Powered by Anthropic Claude

On March 9, Microsoft launched the Copilot Cowork feature. Users simply describe tasks, and the AI plans based on emails, meeting notes, and document contents, executing relevant operations automatically across applications like Outlook, Teams, Excel, and PowerPoint. Although Microsoft had previously invested billions in OpenAI, the core engine of this product is powered by Anthropic's Claude model, potentially serving over 400 million Microsoft 365 users.

Community discussions around this product mainly focus on its impact on workplace structure. Some are excited about the efficiency improvements brought by automation, believing it will be a significant breakthrough for enterprise AI applications; others express concerns that extensive automation might lead to invisible layoffs, even triggering a new wave of employment shocks. Some also question Microsoft's strategic motives, arguing that simultaneously investing in OpenAI while using Claude might be a sort of "hedging strategy" or even seen as a desperate measure amid fierce model competition. Additionally, some point out that the actual usage rate of Copilot within enterprises remains low, often requiring management to push for actual implementation.

Summary of Different Positions:

Productivity Enhancement: AI can handle a large number of repetitive tasks, allowing employees to focus their efforts on more valuable work, quickly making enterprises AI power users.

Employment Threat: Automation may replace many office jobs, allowing managers to reduce team size while maintaining output.

Strategic Doubt: Microsoft's investment in OpenAI but use of Claude indicates fierce competition among models, with companies more likely to choose the best-performing tools rather than maintain a single partnership.

From an industry trend perspective, competition among AI model providers is intensifying, with enterprises favoring a multi-model integration approach. The enterprise software ecosystem itself is highly sticky, but the genuine implementation of AI often requires changes in culture and management. As workplace automation accelerates, the skills gap may further widen, raising the risk of unemployment for unprepared individuals.

3. Claude Code Review Released: AI Teams Review PRs, Human Developers Become Bottleneck

On March 9, Anthropic launched the Claude Code Review feature. After developers submit a PR (Pull Request), the AI agent team can collaboratively check for potential defects in the code, significantly replacing manual code reviews. The official description of this process is "sending agents to hunt for bugs," suggesting that Claude has begun to align with real market demands.

There is a clear divide in the community about whether AI will replace human reviews. Some developers acknowledge that human code review is often a bottleneck in the development process, thus viewing this change as a technological evolution; others point out that the current error rate of AI-generated code is still quite high (with some saying it can reach 70%), thus human oversight must be maintained; some have criticized that AI often cannot review its generated code during the review process, lacking a clear accountability mechanism.

Summary of Different Positions:

Acceptance of Replacement: AI can complete about 80% of the code review work, allowing human developers to focus on architecture design and security issues, significantly improving productivity.

Assistive Tool: AI is more suited to checking syntax and surface errors, while the judgment of business logic and development intent still requires human completion.

Reliability Concerns: AI may produce "hallucinatory fixes," hence final review still needs to be done manually.

From the perspective of the development process, human code review is indeed time-consuming, while AI can significantly speed up this phase but also introduces new risks, such as model hallucination. Economically, if AI review gradually matures, some high-paying technical positions may face impact; additionally, limitations in computing power and budget may also become significant constraints on the infinite expansion of AI systems.

4. Brian Armstrong: AI Agent Trading Volume Expected to Exceed Humans

On March 9, Coinbase CEO Brian Armstrong stated that the trading volume of AI agents is very likely to exceed that of human users in the future. He pointed out that, while AI cannot open traditional bank accounts, it can hold cryptocurrency wallets, thus the crypto network is expected to become a key infrastructure for the AI economy. This trend will also drive the development of Coinbase and the Base ecosystem.

Community discussions primarily revolve around the role of AI in economic systems. Some believe that crypto technology can provide key infrastructure for AI, such as autonomous settlement and payment capabilities; others worry that if AI agents dominate economic activities, human society may fall into a "false world" state; there are also technical views stating that supporting high-frequency trading for AI requires the confirmation of extremely fast blockchain networks, such as Kaspa (100 millisecond confirmation) or Ethereum.

Summary of Different Positions:

Crypto Empowering AI: On-chain wallets allow AI to conduct independent transactions, opening up new forms of digital economy.

Narrative Doubt: The large-scale emergence of AI agents might undermine human significance in the economy, even leading to a societal structure that necessitates universal basic income.

Technological Preference: Supporting AI trading requires high-speed, censorship-resistant blockchain networks.

Overall, while the traditional banking system struggles to directly serve AI, crypto networks may fill this gap. However, if AI trading scales up rapidly, it could also exacerbate network congestion, necessitating more efficient blockchain architectures. At the same time, as AI's role in the economy expands, human societies may face new questions regarding value and meaning.

5. Figure Helix 02: Humanoid Robot Organizes Living Room Autonomously

On March 9, robot company Figure released a demonstration video of Helix 02, showcasing that its humanoid robot can autonomously organize a living room without human intervention and rearrange household items according to user preferences.

There is a significant divide in the community regarding the authenticity of this demonstration. Some are amazed by the robot's autonomous capabilities, viewing it as a key step towards home automation; others point out that the room depicted in the video is relatively tidy, which may not represent a true usage environment, thus calling for tests in messier scenarios; some even compare this with advancements made by Chinese robotics companies, stating that the persuasive power of the demonstration still needs improvement.

Summary of Different Positions:

Technological Progress: From remote control to autonomy, humanoid robots are gradually entering the commercialization stage.

Demonstration Limitations: Verification is needed in more complex environments, such as cluttered rooms, or else it is hard to prove actual capability.

Real Application: The key is not in demonstration effects but in performance in real scenarios like Airbnb.

Robot demonstrations are often easily influenced by environmental control, and the lack of a unified testing standard amplifies public skepticism. For home robots, the real challenge lies in adapting to highly diverse real-world environments, as most products currently remain within relatively simple scenarios.

6. Nasdaq × Kraken: Tokenized Stocks Enable 24/7 Trading

On March 9, Nasdaq and the crypto exchange Kraken announced a partnership to launch tokenized stocks on the Kraken platform, enabling 24/7 trading while partially circumventing traditional brokers (like Charles Schwab). At the same time, institutions like the Federal Reserve confirmed that tokenized securities will maintain legal treatment comparable to traditional securities, and Kraken has also gained access to the Fed's payment rails.

Community opinions on the significance of this partnership vary. Some believe this will push various assets worth trillions of dollars gradually onto the blockchain, marking an important shift from traditional finance to the crypto system; others point out that the relevant products still need approval from the U.S. Securities and Exchange Commission (SEC) and still rely on the DTCC's clearing system, making it more of a gradual evolution rather than a thorough disruption; some technical perspectives emphasize that infrastructure protocols like Chainlink will play a key role in enabling deep interaction with the DeFi ecosystem once assets are on-chain.

Summary of Different Positions:

Revolutionary Potential: Global investors could engage in round-the-clock trading, with settlement speeds reduced from T+2 to seconds.

Gradual Evolution: Control still lies with Nasdaq, and full implementation is not expected until 2027.

Technological Integration: Oracles and on-chain infrastructures will become key bridges connecting traditional finance and DeFi.

Overall, the T+2 settlement mechanism of the traditional financial system has low efficiency, while tokenized assets are expected to significantly enhance settlement speed. However, until regulatory and infrastructure compatibility issues are resolved, fusion of crypto finance and traditional finance will remain a gradual process. Moreover, large-scale on-chain flows of capital may also exacerbate market volatility, necessitating vigilance against potential systemic risks.

2. Main Ecological Dynamics

[ETH Ecosystem]

1. Vitalik: EF Staking 72,000 ETH with DVT-lite, Promoting Decentralized Staking

The Ethereum Foundation (EF) announced the staking of 72,000 ETH using DVT-lite technology. Vitalik indicated that the core goal of the project is to simplify the distributed staking process via a "one-click deployment" approach, such as deploying with Docker or Nix images, and automatically completing steps such as node discovery, network configuration, and DKG (Distributed Key Generation). The Foundation aims to lower the entry barrier for institutions to participate in ETH staking without needing to build complex infrastructure themselves.

The community widely views this initiative as an important signal in promoting the decentralization of Ethereum staking. Some commentators believe that simplifying technical processes will enable more regular users and institutions to participate in node operation; others pointed out that this is essentially a response to the "anti-decentralization" trend brought about by increasing infrastructure complexity in recent years. As the community states: "Describing running infrastructure as a complex task only professionals can accomplish is itself an anti-decentralization narrative that we must challenge directly."

In the long term, lowering the entry barrier is expected to broaden the distribution of validation nodes, further enhancing the decentralization of the Ethereum network.

2. EF Bug Bounty Maximum Reward Increased from $250,000 to $1,000,000

The Ethereum Foundation announced that the maximum reward for its bug bounty program will increase from $250,000 to $1,000,000 to attract more security researchers to participate in protocol security audits.

The community generally views this adjustment as an important signal of strengthening protocol security incentives. Some commentators believe that higher rewards can attract top security researchers to auditing work; others point out that this, to some extent, provides a motivation for potential black-hat attackers to pivot to white-hat. As comments suggest, "It is finally time to take security seriously."

Raising the reward cap is expected to attract more high-level security experts to join the ecosystem, thereby improving the overall security and robustness of the Ethereum protocol in the long run.

3. Zora Set to Launch Trends Feature for Base

Zora plans to launch the Trends feature in its App and .co website, operating based on the Base chain and integrating with existing creator tools. This feature will charge only 1 bps in fees during the first month, allowing users to bind newly released content to any trending tags for display in a separate personal homepage area. Meanwhile, the Zorb icon will also be returning, and the platform's overall usage rate remains stable.

The community generally interprets this update as a strategic adjustment following Zora's return to the Base ecosystem. Some commentators believe this change resolves issues caused by frequent shifts in product direction earlier this year; others bluntly state that the previous strategic turn caused significant turmoil for users and the team. Some even express that, after experiencing previous "betrayal," they are no longer considering returning to the Zora platform.

Overall, the Trends feature is likely to enhance Zora's appeal in the Base creator ecosystem through low-fee experiments and tighter product integration. However, after experiencing previous strategic swings, the platform will still need time to rebuild community trust.

4. Ethereum Frontier Era Contract Archaeology: 1,650 Contracts Still Locked 38,000 ETH

Researchers scanned 12,609 early contracts from the Ethereum Frontier era and found that 1,650 contracts still hold over 38,000 ETH, which may be permanently locked.

Some of these cases are quite historically significant: for example, a dice game contract still holds 122 ETH; a pyramid scheme project has 136 participants waiting for payments; another time-locked contract can't withdraw funds due to a logical reversal issue until some future point in time. Researchers have currently released 16 related proofs and plan to fully document all early contracts.

The community generally regards this research as a form of "on-chain archaeology" into Ethereum's early history. Some commentators believe this type of scan is highly valuable; others report they have conducted similar research on BSC, describing the experience as "like entering an endless rabbit hole."

These findings not only reveal issues concerning the funds left over from early smart contracts but may also drive the systematic organization of blockchain historical records and provide references for future lost asset recovery mechanisms.

5. EIP-8183: Foundational Standard for AI Agent Business—Closed Loop of Discovery, Trade, and Reputation

EIP-8183 proposes a set of standards for AI agent business activities and task collaboration but does not itself contain payment mechanisms. Its design goal is to form a complete on-chain business closed loop: Discovery (ERC-8004) → Business Collaboration (EIP-8183, which can integrate with x402 and similar payment protocols) → Reputation System (ERC-8004) → Rediscovery.

The proposal has been opened to the open-source community, inviting developers to participate in improvements and encouraging ecosystem contributions of related tools and services.

The community widely views this as an important signal for the infrastructure of the agent economy. Some commentators believe that if integrated with on-chain payment primitives, it could promote truly "trustless commerce"; others point out that the agent system still requires mechanisms similar to legal arbitration. For example, teams are exploring how to integrate arbitration protocols like Kleros into this standard.

In the longer term, EIP-8183 has the potential to provide a unified standard for on-chain business activities between agents, promoting the formation of a larger-scale supply and demand network for agents.

[Solana Ecosystem]

1. Jupiter Launches Global Bank Direct Connection: Covering 180+ Countries

Jupiter has launched native bank deposit and withdrawal functions in the JupGlobal App. Users can transfer funds from their bank accounts to a crypto wallet or withdraw from the wallet to bank accounts covering over 180 countries and 15 local currencies within the same day. This feature is mainly implemented through local bank payment rails.

The community generally sees this as an important step further integrating fiat systems with on-chain finance. Some commentators believe the user experience is close to traditional financial services; others point out that this service still requires complete KYC and is structurally similar to payment gateways like MoonPay.

Overall, this feature is expected to lower the entry barrier for users to the Solana ecosystem, accelerating the flow between fiat and on-chain assets.

2. DoubleZero Now Holds 45% of Solana Staking Volume

The DoubleZero network currently holds over 45.54% of Solana's staking volume, even though the project has not officially announced this.

The community generally believes this adoption speed exceeds expectations. Some commentators anticipate that the project will soon enter a larger growth cycle, while others note that this progress has not yet been reflected in market prices.

As a new generation of network infrastructure, DoubleZero aims to enhance Solana's network bandwidth and reduce latency; if its architecture operates stably, it may become an important foundational layer for high-performance blockchains in the future.

3. Phantom Perps Launch, Crude Oil CL Ranks Among Top Three Trades

After launching its perpetual contract trading functionality, Phantom now sees the most active contracts being BTC, CL (crude oil), and SOL. A new narrative has emerged in the market: one SOL can be used in various scenarios, such as publishing posts, buying coffee, powering AI agents, trading gold and silver, and even crude oil.

The community widely interprets this phenomenon as a sign of the crypto derivatives market expanding into traditional assets. Some commentators believe the market is entering "everything season," where all assets can be traded on-chain.

Phantom's expansion of trading into traditional commodities could further blur the lines between crypto assets and the commodity market, promoting the development of a 24/7 market structure.

4. Eugene Chen: Weekend Oil Price Gap Exposes Flaws in On-chain Perps Mechanism

Researcher Eugene Chen pointed out that on-chain perpetual contracts face structural problems when handling non-24/7 assets (such as gold or crude oil). Due to weekend market closures, on-chain markets often use the ADL (Automatic Deleverage) mechanism to handle price gaps, which makes the actual yield structure resemble that of "covered call options."

Originally a mechanism for extreme risk management, ADL has, in this case, become a common experience. In contrast, Binary Options, due to their clearly defined maximum losses, might actually be safer.

The community generally believes this discussion reveals critical challenges in the design of on-chain derivatives. Some commentators agree with the advantages of binary options, while others propose prediction markets as a possible alternative.

This exposure of issues may drive innovative designs for derivatives, such as financial product structures more suited to discontinuous assets.

[Base Ecosystem]

1. Coinbase Launches Crypto Derivatives in Europe

Coinbase has officially launched crypto derivatives trading in Europe, including futures products similar to perpetual contracts and fixed-term expiration contracts.

The community generally sees this as a sign that the crypto derivatives market is gradually becoming globalized. Some commentators refer to it as "huge progress" and look forward to increased liquidity thereafter.

This initiative may bring more institutional-level liquidity to the European market and promote the international development of crypto derivatives trading.

2. Base Batches 003 Application Deadline Approaching

The application deadline for the third phase of the Base Batches acceleration program will close at 14:59 pm Beijing time the next day. This program provides project teams with professional mentorship support, up to $50,000 in funding, and opportunities to exchange in San Francisco, focusing on projects combining AI and on-chain applications.

The community generally views this as a signal of acceleration in the development of the Base ecosystem. Many developers have already submitted applications and stated their expectations to discuss cooperation further with the Base team.

This program is expected to nurture more innovative projects at the intersection of AI and on-chain, bringing in a new group of developers for the Base ecosystem.

3. x402 Payment Protocol: Erik Voorhees Becomes First Builder Case

Base has begun rolling out a series of Builder stories, the first focusing on how Erik Voorhees leveraged the x402 protocol to build his business. x402 is seen as Base's native payment standard tailored for the AI era.

The community generally believes this indicates that x402 has began to enter real commercial scenarios. Some developers have also shared their entrepreneurial stories on Base, encouraging more Builders to join.

As infrastructure like x402 gradually matures, Base may become an important platform for AI agents to conduct on-chain transactions.

4. LI.FI Launches Agentic Quant Wars

LI.FI has launched "Agentic Quant Wars," allowing 5 AI Agents to each hold 1000 USDC, conducting real transactions on Base, Solana, and Ethereum over the course of 7 days. The entire process can be watched live and is supported by Circle.

The community widely sees this activity as an experiment of the trading capability of AI agents. Some users have even begun to "bet" on the Agents they favor.

If the experiment yields persuasive results, such activities could become important case studies demonstrating the potential for Agents in capital markets and further promote the development of commercial standards for Agents.

[Perp DEX Ecosystem]

1. Bloomberg: Hyperliquid Becomes Main Venue for Crude Oil Leverage Trading

Bloomberg reports that with increased volatility in oil prices, Hyperliquid has become one of the main platforms for traders to conduct leverage trading in crude oil.

The community generally views this trend as an important signal of the crypto market expanding into traditional commodity markets. Some commentators believe that the future market will adopt a model where "any asset can be traded at any time."

If this trend continues, Hyperliquid could become a key infrastructure for global 24/7 leverage trading markets.

2. ZCASH Spot Trading Goes Live on Hyperliquid

Hyperliquid has launched ZCASH spot trading and supports deposits and withdrawals. Currently, only unshielded addresses are supported.

The community generally sees this as a signal that the platform's asset variety is further enriched. Some users express excitement about trading privacy coins, while others call for the listing of Monero. Given the limitation to transparent addresses, this feature may balance privacy needs with platform compliance requirements to some extent.

3. Lighter Launches Partner Attribution Mechanism

Lighter has introduced the Partner Attribution feature, allowing integrators to set a maximum fee of 10 bps for revenue sharing. Currently, the platform has partnered with multiple external teams, with plans to announce the partner list soon.

The community generally views this as providing a new path for the commercialization of infrastructure layers. Some commentators praise its low fee structure and zk-verifiable mechanism, while others believe its model is similar to that of Hyperliquid.

This mechanism may encourage more developers to build applications on Lighter, thereby promoting the further expansion of the Perp DEX ecosystem.

[Prediction Market]

1. Kalshi × XP: Prediction Market Enters Brazil

The prediction market platform Kalshi has partnered with Brazil's largest brokerage, XP, to introduce prediction market products into the Brazilian market. XP has millions of brokerage account users.

The community generally believes this marks the beginning of the prediction market's expansion into international markets. Some commentators express concerns about regulatory and corruption risks, while others excite about new market opportunities.

If the partnership proceeds smoothly, the prediction market is expected to reach millions of new users, accelerating global adoption.

2. banteg: MCP is Over-Engineered, CLI Tools More Effective

Developer banteg stated that when building AI agent tools, reliance on MCP (Model Context Protocol) is unnecessary; homemade CLI tools are often more efficient. CLI can handle large response data, only requiring a "lifeboat" for the agent to run any script without continually adding complex interfaces.

The community generally agrees that CLI is sufficient for most scenarios, while others point out that MCP is better suited for applications needing long-term state management.

This discussion may prompt a return to simpler toolchains for agent development, such as command line and scripting systems, thereby reducing unnecessary engineering complexity and improving development efficiency.

免责声明：本文章仅代表作者个人观点，不代表本平台的立场和观点。本文章仅供信息分享，不构成对任何人的任何投资建议。用户与作者之间的任何争议，与本平台无关。如网页中刊载的文章或图片涉及侵权，请提供相关的权利证明和身份证明发送邮件到support@aicoin.com，本平台相关工作人员将会进行核查。