DeepFlowTech

The article discusses different anxieties about AI both domestically and internationally, particularly regarding AI overreach and responsibility attribution. Through cases involving Meta and Haidilao, it emphasizes the potential risks of AI and robots in the physical world, as well as the current lack of clear responsibility delineation. Meanwhile, it mentions that some applications cross user privacy boundaries in their design, raising concerns about personal data processing. Ultimately, the article suggests that focusing on AI's boundaries and responsibility is more important than discussing AI's automation-driven replacement.

Cloudflare CEO Matthew Prince stated at SXSW that AI robot web traffic is expected to exceed human traffic by 2027. He pointed out that AI robots visit websites 1000 times more than humans, and emphasized the need to build new infrastructure to address the pressure that traffic growth places on data centers.

The crypto industry faces the impact of AI, with many job positions set to be replaced, causing widespread anxiety. However, crypto builders possess the ability to learn quickly and work across domains, allowing them to find opportunities within challenges. The real question lies in how to leverage your own capabilities rather than pursue security. Facing future uncertainty, proactive innovation and adaptation to change will be key to success.

The current crypto market is facing dual pressures from high interest rates and energy shocks, with market expectations gradually shifting toward higher volatility and adaptation to new environments. BTC is relatively resilient to downturns, while altcoins face valuation pressure. Attention should be paid to US inflation and changes in Bank of Japan policy to assess future market trends.

On March 20, crypto options market expires: 23,000 BTC contracts expiring with a max pain point of $70,000, and 176,000 ETH contracts expiring with a max pain point of $2,150. Bitcoin has broken below $70,000, the market shows a bearish pattern, bullish momentum is weak, and trading activity is sluggish.

Author: Alliance
Compiled by: TechFlow
TechFlow Digest: Alliance is a leading incubator in the crypto industry, having incubated star projects such as Pump.fun, Pendle, and Tensor.
The latest cohort ALL16 has 18 teams graduating, with focus areas concentrated in stablecoin payments, prediction markets, AI applications, and RWA tokenization.
From SME financing in Africa to web assistants for the visually impaired, from on-chain pre-IPO stocks to AI employees for law firms, the founding team backgrounds of this cohort span YC, Jane Street, Apple AI, Solana Foundation, and more.
ALL17 application deadline is March 25.
Full text below:
Alliance ALL16 cohort's 18 new projects officially debut.
AI

Compiled & Organized: Deep Tide TechFlow
Guest: Sean Farrell, Head of Crypto Research at Fundstrat
Host: Zack Guzman
Podcast Source: Coinage
Original Title: Why The Analyst Who Called Crypto's Crash Is Still Cautious
Air Date: March 18, 2026
Key Takeaways
Despite many investors believing that Bitcoin and other cryptocurrencies have bottomed, market volatility and ongoing uncertainties surrounding the Iran conflict have led some analysts to remain cautious about this optimistic outlook.
Fundstrat analyst Sean Farrell, who accurately predicted the market crash in February this year, sat for an interview with Coinage

# Author: insights4vc
Compiled by: Deep Tide TechFlow
Deep Tide Editor's Note: Circle has been listed on the New York Stock Exchange with ticker symbol CRCL. But what kind of business is this company really in? Based on its FY2025 annual report, this article systematically breaks down Circle's revenue structure, reserve model, revenue sharing arrangement with Coinbase, and the current growth status of USDC and EURC.
The author's core conclusion: Circle is essentially a rate-sensitive financial infrastructure company that earns reserve interest income rather than subscription fees or transaction fees from a software platform. This conclusion directly impacts the valuation logic for it.
Full text as follows:
Understanding Circle should first position it as a "reserve income company" rather than a scalable software or payment fee platform. Its profit model is highly