Golden Web3.0 Daily | Strategy did not add to Bitcoin last week

DeFi Data

1. Total market capitalization of DeFi tokens: $50.364 billion

DeFi total market cap data source: coingecko

2. Trading volume on decentralized exchanges over the past 24 hours: $32.13

Trading volume on decentralized exchanges over the past 24 hours data source: coingecko

3. Assets locked in DeFi: $93.639** billion**

Top 10 rankings of DeFi project locked assets and the amount locked data source: defillama

NFT Data

1. Total NFT market capitalization: $7.421 billion

Total NFT market cap and the top ten projects by market capitalization data source: Coinmarketcap

2. 24-hour NFT trading volume: $1.339 billion****

Total NFT market cap and the top ten projects by market capitalization data source: Coinmarketcap

Top News

Strategy didn’t add to its Bitcoin holdings last week

Strategy disclosed in its latest regulatory filing that, as of the week ending March 29, 2026, the company did not buy any new Bitcoin, and its holdings remained at 762,099 BTC; based on the market value at that time, these Bitcoins were worth more than $51.5 billion.

AI Hot Topics

1. a16z: AI agents will perform best in complex, highly “edge-case-heavy” domains during the SaaS migration of this kind

On March 30, Mark Anderson of a16z said that AI agents will perform best in complex domains filled with “edge-case-heavy” challenges—for example, SaaS migrations—precisely where humans find it the most difficult.”

2. OpenAI’s cost cutting sparks a chain reaction: global memory chip prices begin to fall

On the 30th of the month, according to Bianews, as growing concerns about OpenAI’s funding runway and expansion capabilities intensify, this tech giant’s recent spending cutbacks have directly dealt a blow to the memory chip market that had been surging. It was OpenAI’s explosive growth that previously drove memory prices to skyrocket. As a core component indispensable to consumer electronics and data centers, suppliers’ production capacity simply cannot meet the massive demand from the AI industry. Data from market research firm TrendForce shows that over the past year, the price of memory modules has surged by roughly seven times.
But as OpenAI starts to hit the brakes on its massive investment in data centers, this price tsunami is finally showing signs of settling. Taking DDR5 memory kits as an example, the decline in some products has already reached as much as $100. According to follow-up reports from industry media, the price of a 32GB kit from Amazon has dropped sharply from a recent high of $490 to $370. However, as the creator behind ChatGPT, OpenAI has recently abruptly halted multiple extremely money-burning flagship projects, causing the market to start questioning whether they can still absorb so many chips. Just last week, to rein in continuously ballooning operating costs, it shut down Sora, a much-watched AI video generation application. Earlier this month, they also tore up a multi-billion-dollar cooperation agreement with Oracle and abandoned plans to expand a super data center in Texas.

3.Swarms launches an OpenAI-compatible Completions endpoint, supporting more than 1,000 models and directly running full Agents

On March 30, AI agent protocol Swarms tweeted that Swarms API has added an OpenAI-compatible Completions endpoint. This endpoint can be mapped directly to /v1/agent/completions, enabling each request to be executed as a complete Agent. Key features of the new endpoint include: fully Drop-in compatibility with existing OpenAI SDKs; a unified entry with built-in routing, token tracking, billing, and logging; support for more than 1,000 models including OpenAI, Anthropic, and Gemini.
Swarms said that users only need to update the Base URL and API Key to complete the migration, and all Swarms Agent features will be available immediately.

DeFi Hot Topics

1. Aave V4 goes live on the Ethereum mainnet; Aave DAO will raise borrowing limits

Aave officially announced that Aave V4 is now live on Ethereum, and also disclosed that since the launch of V1, the protocol has cumulatively processed borrowing and lending volumes exceeding $1 trillion. It is said that V4 uses a Hub & Spoke (hub-spoke) architecture, which can support customized lending markets without splitting liquidity, substantially boosting Aave DAO’s revenue potential. Aave added that going forward, Aave DAO will raise borrowing limits and expand supply, add new Spokes nodes, and will roll out V4 to more networks.

2. On-chain private credit firm Valinor completes a $25 million seed round

Valinor, a blockchain private credit startup founded by former Blackstone employees, announced it has completed a $25 million seed round. This round was led by Castle Island Ventures, with participating parties including the crypto division under Susquehanna, Maven11, and the founder of TeraWulf, a Bitcoin mining company turned into an artificial intelligence company.
Valinor plans to replace the above process with smart contracts, enabling automated routing of funds and conditional trigger execution. Both co-founders have backgrounds in traditional finance; they previously worked at banks and within Blackstone’s private credit division, and transitioned into the crypto industry in 2022. In its early stage, Valinor focused on providing loans to crypto enterprises, and then introduced blockchain technology into the lending process to improve efficiency. To date, the company has already used blockchain technology to complete lending for a number of fintech and crypto firms. The funds raised in this round will be used to expand the loan portfolio, broaden the customer base, and add team members; the company currently has 6 employees.

3. Multicoin co-founder uses DeFi leverage to invest $10 million

According to Arkham monitoring, Multicoin co-founder Kyle Samani deposited PRIME worth a total value of $10,000,000 into Kamino Finance’s loop, and borrowed $8,600,000 USDC against it. He receives an annualized yield of 39.4% on USDC, but a 56.4% annualized yield on PRIME. Kyle Samani is a veteran user of Solana DeFi.

4. Lista DAO initiates a new proposal: plans to introduce the LISTA tokenomics model 2.0 and gradually phase out the veLISTA mechanism

On March 30, Lista DAO released proposal LIP024, proposing to introduce the LISTA tokenomics model 2.0, gradually phase out the veLISTA mechanism, and expand LISTA’s application across the entire protocol.
The voting period for this proposal is from March 30, 2026 to April 2, 2026. The main changes are:

1. Eliminate the veLISTA mechanism. All staked veLISTA will be unlocked, with no penalties charged, regardless of their original lock duration.
2. Simplify governance: holding LISTA grants voting eligibility for proposals. The LP pool voting mechanism will be gradually phased out.
3. Replace revenue sharing with LISTA buybacks. The fees previously distributed to veLISTA stakers will be redirected to fund protocol development, user benefits, and LISTA buybacks.
4. Expand the range of use for the LISTA token. First, launch a new product feature “delayed settlement,” scheduled to go live in the second quarter of 2026.

**5.**More than 61% of tokenized assets settle on the Ethereum network

On March 30, it was reported: “According to the latest data from Token Terminal: of all tokenized assets, over 61% are located on the Ethereum network. This means that tokenized assets with a value of $206.2 billion ultimately settle on Ethereum.”

Disclaimer: Jinse Finance, as a blockchain information platform, only provides informational reference for the content of the articles it publishes and does not constitute actual investment advice. Please establish the correct investment philosophy, and be sure to heighten your risk awareness.