1. Global Risk Assets Linkage Plummets Tonight, US tech stocks collectively plunged, with the Nasdaq dropping over 2% and Microsoft experiencing a single-day drop of over 10% (a rare record in recent years). The reason is the market's severe doubt about the sustainability of massive capital expenditures on AI, worrying that demand may not keep up with the investment. Cryptocurrencies, as high-risk assets, followed the stock market's plunge.
2. Gold/Silver Flash Crash Triggers Chain Reaction Gold briefly surged to over $5,600 per ounce (a historical high), but within minutes, it plummeted nearly 10% back below $5,200, with silver experiencing an even greater drop (at one point over 8%). The violent correction in precious metals instantly shifted risk-averse sentiment, leading to a withdrawal of funds from "high-risk assets," and Bitcoin was sold off as well.
3. Key Technical Support Lost Bitcoin broke below the 100-week moving average around $85,000 (an important safety net over the past two months), triggering sell orders and stop-loss orders from technical traders, further amplifying the drop. The next focus is in the $75k-$80k range.
In 26 years, the AI era has truly exploded, and data has become the most valuable asset, but traditional centralized cloud storage (AWS, Google Cloud) is increasingly exposing issues: high costs, censorship risks, loss of data sovereignty, and frequent privacy breaches. The @walrusprotocol of the Sui ecosystem has emerged to address these pain points!
Walrus is a decentralized storage protocol created by Mysten Labs, designed for large files (blobs) such as videos, images, AI training datasets, NFT metadata, corporate backups, and more. It utilizes advanced erasure coding technology + distributed node storage, with data intelligently split into fragments, allowing for 100% recovery even if some nodes fail or are malicious, resistant to censorship and single points of failure, and more efficient and cheaper than Filecoin/Arweave (reportedly storage costs can be as low as 1/100 of traditional solutions).
@Dusk As a privacy-first Layer-1 blockchain project, it officially entered a phase of explosive growth in 2026. After the mainnet went live in early 2025 and a year of stable operation and ecological iteration, Dusk Network has now become the core infrastructure in the field of compliant RWA (real-world asset) tokenization. Its uniqueness lies in the design of 'auditable privacy': through zero-knowledge proofs (ZK-Proofs) and the Phoenix transaction model, it achieves complete confidentiality of transaction amounts, holdings, and participant identities from the public, while providing regulatory authorities with selective disclosure channels to ensure compliance with stringent requirements such as the EU's MiCA, MiFID II, and DLT pilot framework. This allows traditional financial institutions to securely issue, trade, and settle security tokens on-chain without worrying about privacy breaches or compliance risks.
@Dusk n's technology stack highlights include: privacy-native smart contracts (Confidential Smart Contracts), support for security tokens (Security Tokens), and full lifecycle management of RWA (Real World Assets); deep cooperation with institutions such as NPEX (Dutch regulated exchange), Quantoz (MiCA compliant EMI), which has successfully brought European regulated securities on-chain, and achieved cross-chain interoperability and real-time market data feeds through Chainlink's CCIP and data standards; institutional-grade custody solutions like Dusk Vault further lower compliance thresholds. The native token is not only the gas fuel and governance token of the network but also ensures consensus security through a staking mechanism, playing a key role in privacy transactions. With the mainnet now live, Dusk's TVL and institutional adoption are accelerating, especially in the hot year of 2026 for privacy coin rotation and RWA narratives, $DUSK is seen as an invisible bridge connecting TradFi and DeFi—meeting the audit needs of regulatory agencies while providing users with true transaction confidentiality. If you are optimistic about the dual narrative of privacy + compliance, Dusk is definitely a top European project worth tracking long-term. The slow but steady inflow of institutional funds will drive a shift from low profile to explosion. What do you think about Dusk's potential in the RWA track? Feel free to leave a message for discussion! #dusk $DUSK
Plasma, as a Layer-1 blockchain deeply optimized for stablecoin payment scenarios, has already demonstrated significant advantages in the crypto payment infrastructure of 2026. Since the beta launch of the mainnet on @undefined , the TVL of stablecoins has rapidly risen from over $2 billion on the first day to now over $7 billion within just a few months, making it one of the top four networks by stablecoin market cap, which fully proves the strong market demand for the 'dedicated chain for dedicated use' model.
The core competitiveness of Plasma lies in the zero-fee USDT transfer mechanism directly integrated at the protocol layer—achieving sub-second confirmations and over 1000 TPS throughput through PlasmaBFT consensus (based on Fast HotStuff optimization), while sponsoring gas fees for USDT, allowing users to truly enjoy a cross-border payment experience akin to 'sending a message', without bearing any transaction fee burden. This is particularly advantageous in real-world scenarios such as high-frequency small payments, remittances, and merchant settlements, far surpassing the compromises in costs and speed of general L1 solutions.
Plasma, as a high-performance Layer-1 blockchain specifically designed for stablecoin payments, is demonstrating strong potential in the global payment arena of 2026. The @plasma network supports zero-fee USDT transfers, sub-second confirmations, and full EVM compatibility, making cross-border remittances and daily payments truly as simple as "sending a message." Its native token $XPL is not only at the core of network security and governance but also provides rewards to validators through a staking mechanism, while driving ecosystem growth. Currently, Plasma has attracted billions in stablecoin deposits and is collaborating deeply with several top institutions, with promising applications in DeFi lending, payment gateways, and more in the future. Regardless of short-term market fluctuations, the underlying infrastructure value of Plasma is gradually being validated and is worthy of long-term attention! #plasma#plasma $XPL
Vanar Chain: AI Native Layer 1, Opening a New Era of Web3 Intelligent Finance
In the year 2026, when AI and blockchain are rapidly merging, @vanar is undoubtedly the most dazzling presence in this revolution. As the world's first Layer 1 blockchain deeply embedded with AI from the ground up, Vanar Chain is no longer simply 'plugging' AI onto the chain; instead, it enables every transaction and every dApp to possess 'intelligent thinking' capabilities from an architectural level. The core of Vanar lies in its 5-layer AI native stack: the basic modular L1 provides EVM compatibility, high throughput, and a fixed Gas fee as low as $0.0005; the Neutron semantic memory layer utilizes AI compression technology to convert vast amounts of real-world data into queryable 'seeds', completely bidding farewell to traditional cloud storage dependence; the Kayon decentralized reasoning engine supports natural language interaction, context understanding, and on-chain automated decision-making, allowing smart contracts to truly come 'alive'.
Vanar Chain, as the first AI-native Layer 1 blockchain, is leading Web3 into the era of intelligence! It not only provides a high-speed, low-cost EVM-compatible environment but also deeply integrates AI infrastructure, making PayFi and the tokenization of real-world assets smarter and more efficient. In the future, all dApps will be able to 'learn to think', which is the true on-chain revolution! @vanar $VANRY #vanar
On the afternoon of the 29th, Kweichow Moutai's stock price rose by 8%, and there are reports that Musk announced Space X will use Kweichow Moutai base liquor as fuel.
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1. Large position profit or loss charts (most are simulated positions) 2. Bragging about how accurate their previous points were 3. Entertainment news unrelated to the crypto circle 4. Debating with big influencers 5. Tutorials on earning or valuable articles 6. Crypto news with images 7.…………