DeepFlowTech

Author: José Maria Macedo, Delphi Labs Cofounder
Compiled by: Deep Tide TechFlow
Deep Tide Editor's Note: The Delphi Labs founder spent two weeks intensively visiting China's AI ecosystem, meeting numerous founders, investors, and public company CEOs.
His conclusion was unexpected: more bullish on hardware than anticipated, more bearish on software than anticipated, and his observations about Chinese founders overturned his previous understanding.
The article also covers popular topics including valuation bubbles, humanoid robot tracks, and information asymmetry between China and the West.
Full text follows:
I spent two weeks in China meeting a large group of founders, VCs, and public company CEOs in the AI ecosystem. Before going, I was bullish on this ecosystem and expected to see world-class AI talent working at valuations far below those in the West.
When I left...

US President Trump hopes to end the conflict with Iran as soon as possible, but peace negotiations remain in the early stages. The challenges he faces prevent him from focusing on other priorities, such as the upcoming midterm elections and the advancement of voter qualification legislation. The White House stated that Trump can effectively handle multitasking, with the goal always being victory.

Coinbase reiterated that it cannot support the latest draft version of the Clarity Act, primarily due to disagreements over stablecoin yield provisions. The proposed legislation seeks to ban exchanges from paying stablecoin yields, which would impact Coinbase's finances and its partnership with Circle.

Crypto analyst Willy Woo points out that the current market sentiment downturn is related to the locked token discount trading mechanism following the FTX collapse, making it difficult for retail investors to benefit. A large number of locked tokens are sold in advance to hedge funds, which release selling pressure through hedging, resulting in actual sell pressure lower than expected. He recommends focusing on core assets like Bitcoin.

According to reports, ZachXBT has disclosed that Circle has unfrozen a USDC wallet associated with Goated.com, which holds approximately 130,966 USDC. Previously, Circle froze 16 wallets due to their connection to an undisclosed civil case. ZachXBT criticized the freezing operation as improper, and a MetaMask security researcher also noted the lack of accountability mechanisms. Circle has not yet responded to this matter.

Author: Deep Tide TechFlow
Hackathons have become standard practice in public chain ecosystem development. Compared to the hustle and bustle of "hosting an event," what deserves more attention is what this event "leaves behind for the ecosystem."
On March 21, 2026, with the announcement of the winners list, the Monad Rebel in Paradise AI Hackathon concluded successfully.
At a time when AI has become the ubiquitous "lifeline" that Crypto projects cling to for ecosystem building, this hackathon remains particularly worth reviewing. Not only because as a top-tier L1 project, Monad's every move in ecosystem construction post-launch is a continuous focal point for the community, but also for a more significant reason: the community can hardly overlook the partners of this hackathon:
Including Kimi, Zhipu, Doubao and other well-known brands that are familiar to everyone

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Federal Reserve Chair nominee Kevin Warsh hopes to reduce the $6.6 trillion asset balance sheet, but reforms are needed, including changes to bank liquidity requirements and redesign of the payment system. These measures may take longer than Warsh's tenure to complete.