MarsBitNews

Cryptocurrency venture capital faces a major reset, with the definition of token value being rewritten, and the market's focus on on-chain revenue increasing. The emergence of HYPE and PUMP has disrupted market structures, leading to shorter token lifecycles, with investors paying more attention to compliance and returns. VCs need to reevaluate their investment strategies, focusing on value addition and brand recognition. In the future, project valuations will trend toward market-based mechanisms.

On April 13, the U.S. Senate reconvened. Affected by policy and geopolitical pressures, crypto-related concept stocks swung. SpaceX holds 8,285 BTC, with a market value of approximately $603 million, unchanged. Morgan Stanley’s Bitcoin trust has launched with a management fee rate lower than that of competing funds, signaling that the competition for market value has shifted to fee-rate competition. Although MicroStrategy suffered a weekly loss of 14.5 billion yuan (i.e., 145亿), it still holds 766,970 BTC.

Mars Finance reports that the personalized manufacturing brand UNICUS (formerly Fangzai Photo Studio, Shenzhen Qianzhi Technology Co., Ltd.) has recently completed a new round of financing. The funding amount reached several million US dollars. This round is led by Linear Capital, with Jiukun Venture Capital and Tianji Capital participating, and Yuan Yi Capital serving as the exclusive financial advisor. The company’s founding team and founders of leading companies in the Maker sector (Maker track) participated in the follow-on investment in their personal capacities. The funds will mainly be used for training block-building generation large models, the R&D of AI Agents, and expanding into overseas markets, continuously building a core capability system for “AI-driven personalized manufacturing.”

Honor and ByteDance are in talks about the "Doubao Phone" collaboration. Due to technical risks and stability issues, Honor has previously taken a cautious stance, believing that deep cooperation carries significant risks.

Mars Finance reports that, according to Onchain Lens monitoring, FTX/Alameda has unstaked 198,426 SOL tokens, worth 16.21 million USD.

Mars Finance reports that on April 13, Strategy founder Michael Saylor stated that the company's breakeven annualized return (ARR) on Bitcoin investments is approximately 2.05%. If Bitcoin's value increases over time at a rate exceeding this, Strategy can pay dividends indefinitely without issuing new shares of MSTR.

Mars Finance reports that, according to Onchain Lens monitoring, one address has staked 18k ETH, worth $39.45 million; another address withdrew 5,142 ETH from Gemini and staked it, worth $11.29 million.

Huatai Securities believes that super nodes will drive the clustering and efficiency improvements of domestic computing power clusters. From 2026 onward, the market is expected to grow rapidly, reaching 3414 billion yuan by 2028. Super nodes help close the gap between domestic cards and overseas cards by reducing communication overhead and improving system interconnection efficiency, and they recommend focusing on core incremental segments and related equipment.

This week, several cryptocurrencies will experience large token unlocks, including CHEEL, DEP, XCN, and others, with total unlock amounts and their market values ranging from $2.67 million to $19.1 million. Some tokens account for a relatively high proportion of circulating supply, impacting market dynamics.

Guo Ming-chi said that three separate incidents are gradually easing the memory bottleneck, including NVIDIA’s low-latency output, Google’s infrastructure optimizations, and Anthropic’s long-term agent architecture. These approaches show that memory problems are a system-level challenge that requires sustained solutions from multiple angles, rather than relying on a single method alone.

Aave DAO recently passed a proposal supporting Aave Labs to receive a $25 million stablecoin grant, with an approval rate of about 75%. The proposal includes both immediate funding and phased disbursements, as well as a transfer of 75,000 AAVE tokens for the ecosystem. The main opposition came from the Aave Chan Initiative. The funds will be executed on Monday.

The US-Iran negotiations ended without result, and Trump announced a blockade of the Strait of Hormuz and considered limited military strikes, stating that no agreement was reached on nuclear issues. Iran refused the unreasonable demands from the US side, expressing willingness to reach a fair agreement. Israel, on the other hand, is preparing to attack Iran. All parties are closely monitoring the development of the situation.

The Zhongyuan Technology City OPC Ecosystem Alliance Founding Conference was held recently. It is Henan Province’s first industry service organization focused on the development of AI solo companies, aiming to support personal entrepreneurship with AI tools. The conference released the “Several Measures to Support the Innovative Development of Artificial Intelligence OPC in Zhengdong New Area,” building a full lifecycle service closed loop and promoting the growth of OPC individuals.

Spring 2026 recruitment is underway, and emerging industries and future sectors are becoming the main battleground for talent competition among listed companies, with positions in AI, humanoid robots, new energy vehicles, and other industries being densely released. A relevant person from Tongdao Liepin Group told reporters that the overall growth in spring recruitment this year is mainly driven by the high-end, intelligent, and green transformation of the manufacturing industry, as well as the deep integration of the digital economy with the real economy. As AI tools become more widespread and upgraded, more and more companies are strengthening their use of AI tools and are willing to pay substantial salaries for AI capabilities. (Shanghai Securities News)