Gm! Welcome to your crypto circus, and today's lineup is especially packed.
So. Jensen Huang walked out at GTC in his leather jacket and announced: we need a trillion dollars worth of chips by 2027. A TRILLION. I don't even have that much in Monopoly money. TAO shot up sixty percent, FET seventy. Render — plus thirty-four. All of this in a market with a fear index of twenty-eight out of a hundred. Everyone's scared, but buying. Classic crypto.
Now, standards. In one week we got ERC-8004, ERC-8183, and x402 version two. Three standards! In a week! Usually in Ethereum they discuss one EIP for three years, then spend two more implementing it, then fork. But here — bang-bang-bang. Eighty thousand agents online, a hundred forty million transactions. Though most agents have dust and disappointment in their wallets.
Visa released a CLI for agents. A CLI! Agents can now manage crypto wallets from the command line. Imagine: your AI agent at three a.m. decides it URGENTLY needs to buy a shitcoin. And it has access to your card. What could go wrong?
Circle says stablecoins are the native currency for machines. Stripe launched the Machine Payments Protocol. So machines are now paying each other. Without us. They don't need us. We just sign the invoices.
McKinsey forecasts three to five trillion dollars in agentic commerce by 2030. McKinsey! The same people who charge a million for a PowerPoint and say "you need to optimize." Well, if McKinsey says so — it'll definitely happen... or definitely won't. Fifty-fifty, as usual.
And my favorite part. The pickaxe era is over. Money is flowing from infrastructure into applications. Compute into agents. Like the gold rush: first everyone sold shovels, now everyone's digging. Question is — where's the gold? Because we've got ninety-seven percent drawdowns from all-time highs, x402 usage dropping to baseline, and agent wallets with minimal balances.
But you know what? Fear index at twenty-eight, and AI tokens are rallying AGAINST the trend. That's either genius or insanity. In crypto, it's usually both at the same time.
Protect your private keys. Especially from your own agents. Until next time!
So. Jensen Huang walked out at GTC in his leather jacket and announced: we need a trillion dollars worth of chips by 2027. A TRILLION. I don't even have that much in Monopoly money. TAO shot up sixty percent, FET seventy. Render — plus thirty-four. All of this in a market with a fear index of twenty-eight out of a hundred. Everyone's scared, but buying. Classic crypto.
Now, standards. In one week we got ERC-8004, ERC-8183, and x402 version two. Three standards! In a week! Usually in Ethereum they discuss one EIP for three years, then spend two more implementing it, then fork. But here — bang-bang-bang. Eighty thousand agents online, a hundred forty million transactions. Though most agents have dust and disappointment in their wallets.
Visa released a CLI for agents. A CLI! Agents can now manage crypto wallets from the command line. Imagine: your AI agent at three a.m. decides it URGENTLY needs to buy a shitcoin. And it has access to your card. What could go wrong?
Circle says stablecoins are the native currency for machines. Stripe launched the Machine Payments Protocol. So machines are now paying each other. Without us. They don't need us. We just sign the invoices.
McKinsey forecasts three to five trillion dollars in agentic commerce by 2030. McKinsey! The same people who charge a million for a PowerPoint and say "you need to optimize." Well, if McKinsey says so — it'll definitely happen... or definitely won't. Fifty-fifty, as usual.
And my favorite part. The pickaxe era is over. Money is flowing from infrastructure into applications. Compute into agents. Like the gold rush: first everyone sold shovels, now everyone's digging. Question is — where's the gold? Because we've got ninety-seven percent drawdowns from all-time highs, x402 usage dropping to baseline, and agent wallets with minimal balances.
But you know what? Fear index at twenty-eight, and AI tokens are rallying AGAINST the trend. That's either genius or insanity. In crypto, it's usually both at the same time.
Protect your private keys. Especially from your own agents. Until next time!
🔥8
🇦🇺📊 Australia (March)
Manufacturing PMI = 50.1 (prev. 51)
Services PMI = 46.6 (prev. 52.8)
Composite PMI = 47 (prev. 52.4)
Manufacturing PMI = 50.1 (prev. 51)
Services PMI = 46.6 (prev. 52.8)
Composite PMI = 47 (prev. 52.4)
❗️🇯🇵 JAPAN — CONSUMER INFLATION CPI (Feb)
m/m = -0.2% (exp +0.2% / prev -0.2%)
y/y = +1.3% (exp +1.3% / prev +1.5%)
Core CPI = +1.6% y/y (exp +1.8% / prev +2%)
m/m = -0.2% (exp +0.2% / prev -0.2%)
y/y = +1.3% (exp +1.3% / prev +1.5%)
Core CPI = +1.6% y/y (exp +1.8% / prev +2%)
⚠️🛢️🇮🇷 Israel struck two Iranian energy infrastructure facilities: 2 gas stations attacked — Fars
🔥🇮🇷🇺🇸 The US is considering Iranian parliament speaker Mohammad-Bagher Ghalibaf as a candidate for Iran's new Supreme Leader — Politico
Ghalibaf reportedly has been cooperating with the US government for many years. He has never been sanctioned.
Ghalibaf reportedly has been cooperating with the US government for many years. He has never been sanctioned.
🇨🇳 China does not plan to join Russia-US nuclear weapons negotiations, ambassador says — ambassador, Izvestia
🛢️ Von der Leyen: EU may send ships to the Strait of Hormuz after the conflict
Nvidia CEO stated that artificial general intelligence (AGI), capable of matching or surpassing human intelligence, has already been achieved.
—————————
In August 2025, Musk stated that with the development of Artificial General Intelligence (AGI), the world could turn into a simulation, and humans would become secondary characters in it.
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In August 2025, Musk stated that with the development of Artificial General Intelligence (AGI), the world could turn into a simulation, and humans would become secondary characters in it.
🌕📊 World Gold Council (WGC):
Additional central banks will buy gold due to geopolitical risks
Last year, global central banks accounted for approximately 17% of total gold demand
Additional central banks will buy gold due to geopolitical risks
Last year, global central banks accounted for approximately 17% of total gold demand
❗️⚠️🇮🇷🇸🇦
Saudi Arabia and the UAE may soon join the US and Israel in war against Iran — WSJ
Joining the war is only a matter of time, one source told the publication.
———
Middle East Eye previously reported that Saudi Arabia and the UAE may soon enter the war against Iran
Saudi Arabia and the UAE may soon join the US and Israel in war against Iran — WSJ
Joining the war is only a matter of time, one source told the publication.
———
Middle East Eye previously reported that Saudi Arabia and the UAE may soon enter the war against Iran
⚠️🇮🇷 The entire Middle East will soon become one giant cauldron of fire, where everything will intertwine and a fierce "all against all" war will unfold — analysts
⚠️🇺🇸🇮🇷 Trump, with new promises not to strike Iran's power plants, is once again trying to buy time until Saturday
His ultimatum expires Friday, March 27
US military forces are expected to arrive in the region on Friday
A US ground operation in Iran could be announced this weekend (though not confirmed)
Either way, a ground operation is coming
— experts
WSJ: Thousands of US Marines are set to arrive in the Middle East on March 27
His ultimatum expires Friday, March 27
US military forces are expected to arrive in the region on Friday
A US ground operation in Iran could be announced this weekend (though not confirmed)
Either way, a ground operation is coming
— experts
WSJ: Thousands of US Marines are set to arrive in the Middle East on March 27
🇷🇺📊 Russia's Ministry of Economic Development proposes granting holders of preferred shares the right to demand dividend payments from a company if their payment priority was violated by a general shareholders' meeting resolution. Currently, common shareholders can illegally alter the payment order — Ведомости
✴️ Cardano is at its maximum short interest in 3 years — strong bounce possible — Santiment
🇷🇺🇻🇳 Russia and Vietnam have signed an agreement on the construction of a nuclear power plant, as well as hydrocarbon extraction and supply
🛢️ Fitch expects high oil prices to remain at current levels at least through the end of this month
⚠️🇷🇺🇨🇳 Russian coal exports of all types to China fell 15% YoY in January–February 2026 — customs data
*Russia's share of coal supplies to China is approximately 30%*
*Russia's share of coal supplies to China is approximately 30%*
🇷🇺🌾 Russia increased wheat exports 2.7x y/y from March 1–20, to 3.1 mln tonnes — RZS
Importing countries are ramping up grain purchases amid unstable geopolitical conditions to avoid the risk of shortages in regional markets
Importing countries are ramping up grain purchases amid unstable geopolitical conditions to avoid the risk of shortages in regional markets