Hyperliquid 上的 HIP-3 市场未平仓量（OI）最高达到约 23.8 亿美元，目前仍维持在约 21 亿美元高位，年内增长约 580%。增长主要由“非加密资产”驱动。在平台成交量前十的市场中，仅有 3 个为加密交易对，其余均为代币化股票与大宗商品，包括纳斯达克指数、标普 500、原油、黄金和白银等。分析指出，核心驱动力来自对“24/7 交易传统资产”的需求。相比传统市场受限于交易时间，HIP-3 通过链上结算与无中介结构，使投资者可全天候交易股票与商品敞口。此外，TradeXYZ 占据超过 90%的 HIP-3 未平仓量，成为该赛道的主要流动性来源。

Riot Platforms 数据中心负责人 Jonathan Gibbs 在任职不到一年后离职，公司 AI 与高性能计算（HPC）转型进程受挫，股价当日下跌约 6%。Gibbs 于 2025 年加入，负责推动 Riot 从传统比特币挖矿向 AI 与超大规模数据中心业务转型。此次离职原因尚未披露，其未归属股票奖励（约 1870 万美元）亦随之失效。尽管人事变动带来短期不确定性，Riot 此前已启动转型，包括与 AMD 合作建设数据中心，并开始利用电力资源承接 AI 算力业务，实现部分收入转化。为支持基础设施投入，公司同时减持比特币资产，2026 年一季度出售约 3778 枚 BTC，套现约 2.9 亿美元。市场观点认为，Riot 正处于“挖矿+AI 算力”双轨转型关键阶段，高管变动可能影响执行节奏，但长期方向仍取决于其数据中心业务落地能力。

Kyber has emerged as the leading Ethereum decentralized exchange (DEX) aggregator, capturing approximately 31% of the market share over the past year. According to NS3.AI, CowSwap followed with a 22% share, while 1inch experienced a decline, dropping to 15% from around 30%. These figures are based on direct-to-aggregator volume, excluding flash loan trades.

Solana recently stirred excitement in the cryptocurrency community by posting a cryptic message featuring the word "XRP" accompanied by a brief logo animation on X, attracting millions of views within hours. According to NS3.AI, the post was followed by XRP-themed responses such as "time to flip the switch" and "we signed 589 NDAs," fueling speculation about potential developments. However, no official partnership or integration between Solana and XRP has been announced, leaving the community curious about the implications of these posts.

Maine Governor Janet Mills is faced with a decision on whether to approve or veto a legislative bill that seeks to halt the development of new large AI data centers in the state for more than a year. According to NS3.AI, Governor Mills expressed a desire for an exemption for a proposed $550 million data center project in Jay, but the lawmakers did not incorporate such an exemption in the bill.

Kalshi is set to implement a parent portal and selfie verification checks after minors circumvented its age restriction by using parental identification. According to NS3.AI, this development occurs as Kalshi remains engaged in legal battles at the state level concerning sports and election event contracts.

Allbirds has recently made headlines by successfully leveraging an artificial intelligence pivot to boost its stock market performance. Wall Street Journal (Markets) posted on X, highlighting that Allbirds is not alone in this trend, as several other companies have also experienced significant gains by shifting their focus towards AI and digital technologies. This strategic move has proven beneficial for firms across various industries, demonstrating the growing influence and potential of AI in driving business success. As more companies explore AI-driven strategies, the market continues to witness transformative changes, underscoring the importance of innovation in today's competitive landscape.

European Central Bank Executive Board Member Isabel Schnabel stated that the ECB is in a relatively advantageous position. According to Jin10, she noted that prior to the onset of the war, the ECB successfully reduced inflation to 2%, and the overall stance of monetary policy was neutral.

CoreWeave has entered into a $6 billion agreement with Jane Street to supply AI computing resources for the trading firm's operations in trading and research. According to NS3.AI, Jane Street has also acquired $1 billion worth of CoreWeave Class A common stock at a price of $109 per share. CoreWeave, originally a cryptocurrency mining company, shifted its focus to AI infrastructure in 2019.

The $70 million film "Bitcoin: Killing Satoshi," featuring Casey Affleck and Gal Gadot, has made extensive use of artificial intelligence in its production. According to NS3.AI, producer Ryan Kavanaugh revealed that the team substituted on-location filming for approximately 200 settings with AI-generated environments. The film is set to be presented at Cannes next week.

Hamster Kombat launches Hamster Network, a gaming-focused Layer-2 blockchain on TON, offering scalable, low-cost Web3 gaming infrastructure. Built on TON’s secure Layer-1, it supports dApps, a wallet, bridge, and DEX. Can this expansion revive its past hype and sustain relevance?

Hamster Kombat has released a teaser trailer for Season 2 of its popular Telegram clicker game, aiming to engage its community. This season will focus on game development and publishing, allowing players to take on the role of CEO and create their own gaming studio.

Telegram's top crypto games, Hamster Kombat (HMSTR) and Catizen (CATI), have seen their tokens drop over 50% from peak values, echoing declines in other gaming tokens like Notcoin (NOT) and Toncoin (TON). The question now is whether they can recover or face a continued decline and possible collapse.