Publication date: 11 March 2025
By: Block Beats Editor

Over the past 24 hours, the English-speaking community has experienced complex developments in several dimensions. Mainstream topics focus on the social finance controversy that X Money is about to get online and the "non-human Internet" discussion that Meta has brought about by the acquisition of AI Agent social network Moltbook. In the area of ecological development, the re-trial of the Tornado Cash case and the original Rollup technological exploration have continued to trigger discussions at the regulatory and technical levels, while the Solana ecology has further contributed to the expansion of the capital market infrastructure along the chain through initiatives such as monetization of stocks and forecasting market upgrading。

I. Mainstream topic

1. X Money Online next month

Elon Musk announced on its X account that X Money’s Earthly Public Access will be officially launched next month. The payment function will be embedded directly into the X platform to provide seamless remittance and transfer services. Previously, X had obtained remittance licence plates in several states of the United States, including key markets such as California and New York, to support statutory currency transactions such as the United States dollar。

Community responses show a marked polarization. On the one hand, a number of users are excited about the new functionality, arguing that it will further facilitate the integration of social media and financial services and move X towards the goal of everything App; on the other hand, there are numerous voices of concern that X's account review mechanism may affect the security of funds, particularly those users who deal with politically sensitive topics or “wrong think”, may be exposed to the risk of freezing accounts, thereby raising widespread doubts about access rights to funds。

Proponents see X Money as a revolutionary means of payment, often compared to Robinson Banking and a stable currency payment system. Proponents believe that the product is expected to accelerate the spread of the Internet platform to the financial field, leading to a more efficient social-payment integration experience. For example, some users imagine that in the future X credit cards can be used directly for consumption in scenarios like Costco。

The challengers stressed that the platform's closure mechanism could affect financial security. For example, it may be difficult to recover funds in a timely manner if users are blocked for criticizing certain groups or for hacking. Some of the comments also point to the slowness of X ' s client response, which makes it difficult to provide adequate and reliable security at the financial services level, thereby magnifying the financial risks posed by the "wrong think " 。

At a broader level, when social media platforms begin to integrate financial services, the structural contradiction between speech review mechanisms and financial security becomes more pronounced. In the absence of an independent arbitration mechanism and a rapid recovery process, account closures, disclosure of privacy and access to funds may pose systemic challenges to user trust。

2. Meta Acquisition of AI Agent Social Network Moltbook

Meta announced the acquisition of Moltbook, a social networking platform designed for AI delegates, which is not open to human users. Although it has only been online for a few months, Moltbook has declared that it has about 1.6 million AI users. According to CoinDesk, its founding team will be integrated into Superintellince Labs in Meta to further explore collaboration mechanisms between AI。

The discussion around Moltbook focused on two issues: Whether the product actually exists as an effective user and whether the AI social network has long-term value. Proponents believe that this is an important attempt at ant-native social networking, which could drive the development of AI collaboration models, while critics question the high level of false user data and argue that product design is too human。

Supporters think this is a visionary acquisition. Even if some of the user data on the platform are defunct, once the network effect is created, its "memetic attraction" may still establish a pre-emptive advantage, thus helping Meta take over the new area of AI social networking。

the questionrs think this is more like a talent acquisition than an endorsement of the product itself. some commentators have even argued that 99 per cent of the user data on the platform may be counterfeit, that the actual interaction is extremely limited and that it is essentially a low-quality network of “fake posts”。

It has also been argued that even if Moltbook’s product design is too artificial, its “agent-native socialization” may still play a role in automated research and collaborative missions. At the same time, this discussion further raises the financial problems of AI – fully autonomous AI is unable to open bank accounts and is therefore dependent on crypto wallets; and AI, which serves humanity, can be paid through the traditional monetary system。

Overall, the social infrastructure of AI delegates is still at an extremely early stage. There is a lack of a real design paradigm for ant-native, and many products continue to mimic human social structures, which to some extent limits innovation. At the same time, the financial infrastructure of AI institutions faces challenges when they need to engage independently in economic activities: traditional monetary systems are not adequate, and crypto, while providing potential solutions, still needs to address regulatory and systemic integration。

Claude Code rollout /btw feature: tasks can be asked in parallel without interrupting the main process

Anthropic introduced a new /btw feature for Claude Code. This feature allows the user to ask additional questions through the side-cover at Claude ' s Executive Director (e.g., re-engineering). The question will be dealt with in a separate parallel line and returned to the answer in the form of a suspended window, without prejudice to the implementation of the main task or in the history of the main dialogue. Vercel Engineer Lydia Hallie interprets it as a read-only operation with no tool access。

community feedback was almost unanimous and positive. the developers generally believe that this function fills a critical gap in the workflow: in carrying out complex tasks, users often need to search for additional information, but traditional interactions can easily interrupt the main process or contaminate the context。

PROPONENTS THINK THIS IS A VERY INSIGHTFUL UX DESIGN. SIMILAR TO THE IDEA OF PARALLEL PROGRAMMING, DEVELOPERS CAN ASK IMMEDIATE QUESTIONS DURING TASK EXECUTION, E.G. QUERY THE API FORMAT DURING CODE RE-ENGINEERING WITHOUT LOSING THE CURRENT CONTEXT. SOME DEVELOPERS PARTICULARLY APPRECIATE THE DESIGN OF THEIR NON-POLLUTING HISTORICAL RECORDS, WHICH HAS SIGNIFICANTLY ENHANCED THE EFFICIENCY OF MULTI-MISSION COLLABORATION。

This demand also reveals a deeper problem: the traditional AI interactive model still lacks efficient parallel processing mechanisms in the context of the environment. Users often need to switch the context manually or open new terminal windows, which reduces the continuity of the workflow and increases the cognitive burden in complex missions。

4. Oracle Over-anticipated 8 per cent increase in financial reporting and 44 per cent increase in cloud revenues over the same period: AI infrastructure heat is constant

Oracle issued the latest financial statements, showing overall performance above market expectations and an increase of more than 8 per cent after the stock exchange. Of these, cloud operating income increased by 44 per cent over the same period and infrastructure income increased by 84 per cent. According to market analysis, this growth was driven mainly by the surge in computing demand in AI, which led to a rapid increase in the number of cloud service contracts。

THE DISCUSSION AROUND THE FINANCIAL STATEMENTS FOCUSED ON THE QUESTION OF AI WHETHER INFRASTRUCTURE NEEDS WERE REAL OR NEW CAPITAL BUBBLES

Supporters argue that the growth of Oracle proves that AI infrastructure needs are not rhetorical. Part of the commentary links it to the "AI five layer cake" (energy-chip-infrastructure-model-application) structure proposed by NVIDIA CEO Jensen Huaang, suggesting that the entire technology vault is being rebuilt。

On the other hand, the questionrs believe that the actual use of the Oracle cloud remains questionable. Some commentators have stated that they have never seen the use of Oracle Cloud around them and have questioned whether its growth may be due in part to "crative accounting"。

From a macro perspective, AI infrastructure expansion is highly dependent on large capital expenditures (capex). If real demand fails to grow simultaneously, excessive investment may exacerbate market bubble risks. At the same time, competition between traditional cloud producers and the emerging AI computing system may also reshape the global distribution of computing resources in the coming years。

II. Mainstream ecological dynamics

/ Base

1. DOJ decided to re-examine Tornado Cash developer Roman Storm

The United States Department of Justice (DOJ) decided to reopen this fall the case of Roman Storm, a Tornado Cash developer, in relation to counts 1 and 3 of the indictment. The previous failure of the jury to reach an agreement led to the suspension of the trial. The Government has submitted a letter requesting the rescheduling of the trial, which is expected to last approximately three weeks, with the current suggested window of time from the end of September 2026 to the beginning of October or early December。

This decision followed a marked change in the regulatory environment. The United States Treasury Department had previously lifted sanctions against Tornado Cash, and the Department of Justice had indicated that it would not be held criminally liable for the actions of end-users; the Treasury Department report stated that legitimate users could use the Mixer to protect their privacy。

The community generally viewed the case as a typical case of a "controversial" regulatory signal, questioning the motivation for continuing to hold developers accountable in the context of a clear policy shift. According to some commentators, this reflected a disconnect between actual government enforcement and public statements; it was also suggested that this might be intended to establish a precedent of criminal liability for the developers of privacy tools. As the community commentary says, “The Ministry of Finance has lifted the Tornado Cash sanctions, the Ministry of Justice has stated that it will not hold the Mixer liable for the crime of the end user, and the Ministry of Finance has recognized that legal users can use the Mixer to protect their privacy. "The war on encryption is over," Trump says

This case may further reinforce the legal uncertainty faced by open-source developers in the area of privacy tools and promote a more decentralized regulatory response to encrypted ecological exploration。

2. Aave V4 proposes a two-track licensing framework: core code BUSL + contributor CLA

Aave Labs proposes a two-track licensing framework for the Aave V4 code repository: the core code will be based on BUSL (business source licence), accompanied by a contribution licence agreement (CLA). The framework aims to establish a clearer governance and intellectual property structure for project warehouses and to protect core business values while encouraging open-source participation. The proposals have been published at the Aave Governance Forum and feedback is being sought from communities。

The community generally views this initiative as a signal that the DeFi agreement is beginning to strengthen intellectual property protection. Some commentators argue that such structures can sustain ecological growth while protecting core innovations and preventing the over-replicating of core technologies; there are also concerns that this model may affect the willingness of community developers to participate in the long term. Proponents see this proposal as an important step in Aave’s ecological governance: “A proposal contains four key decisions - 100 per cent of product income is allocated to DAO, DAO is responsible for development finance, V4 is the core architecture, and Aave’s brand is transferred to the Foundation. LFG Aave

Overall, this licensing structure may facilitate the transition of the DeFi agreement to a more mature open-source business model, but its long-term impact on the contribution of communities and the participation of developers remains to be tested。

3.ethrex complete EIP-8079 native Rollup proof of concept

the ethrex client has completed the EIP-8079 (Native Rollups) conceptual validation in collaboration with the Etheum Foundation and the L2BEAT team。

The so-called "genius Rollup" is the direct embedding of the L2 certification logic into the ETA layer, which is converted from a direct verification status by the ETA, thus eliminating reliance on ZK circuits or fraud certification mechanisms. The presentation demonstrated the full process, including the settlement of L2 blocks, deposits and withdrawals, contractual deployments, and cross-layer transfers. At the same time, project parties have issued framework documents, smart contracts and integration testing codes。

There is a general community perception that this may mean a further simplification of the Taifung extension structure: Rollup can automatically inherit L1 security and upgrade capacity while reducing complex certification systems. Some commentators were of the view that this would accelerate the spread of L2; it was also pointed out that the stability of the architecture in high-load settings remained to be tested。

As one developer has assessed, “this approach may simplify the expansive structure without introducing additional levels of proof, and it is interesting to see it actually run”

If the design eventually enters the main network, the native Rollup may redefine the Taipei L2 infrastructure to reduce the maintenance costs of complex certification systems. However, compatibility issues arising from the integration of its layers of agreements still need to be validated through long-term operations。

4. AgentCash online: AI Agent can call 280+pay API from a single USDC account

Merit Systems, based on x402 protocols, CDP Facilitator of Coinbase and CDP Data API, and in conjunction with Coinbase Onramp, launched the new delegate payment infrastructure AgentCash。

The system allows AI delegates to access more than 280 paid APIs directly using a single USDC balance, covering such services as Twitter data, image generation, travel search, etc. The developers are now able to test at a free cost of $100,000. At the same time, the resources in x402scan can be added to angent workflow by a single command, although only the Base chain is currently supported。

The community generally sees this as an important step in the infrastructure of ant-native payments. Supporters were of the view that the mechanism addressed the critical issue of access to fee-paying resources for the AI automated system, enabling delegates to call API autonomously; however, the view was also expressed that the system still needed further validation in terms of security and authority management。

"That 280 packed API is just the entrance." What really matters is that x402scan is an open registration form -- any agent can find resources that need to be paid, without humans first to configure the API key

Overall, the launch of AgentCash may accelerate the independent operation of AI forces in the encryption economy. However, there are still many outstanding issues regarding payment agreements, regulatory compliance and system security。

Solara Ecology

1. Accerate USA Miami official confirmation

Solana officially confirmed that the Acelerate USA event would be held in Miami, previously in New York. The Congress will open on 5 May and be considered one of the most important developers of the Year. The active registration link is now open。

It is widely believed that this will further strengthen the cohesion of the Solana developers community. Some commentators consider Miami to be more attractive, and others argue that this goes hand-in-hand with the “Miami narrative” that has long developed in the ecology of Web3。

The conference may further consolidate Solana ' s influence in the developer ' s ecology, but the actual impact of sub-linear activities will still depend on the participation of developers and the outcome of subsequent projects。

2. Jupiter x xStocks: Solana online 70+ tokenized stocks

Jupiter worked with xStocks to launch more than 70 tokenized shares on Solana. The transaction provides deep liquidity through the Atomic RFQ mechanism: working days provide mobility in traditional markets; weekends provide chain liquidity through xChange. The system, which is supported at the bottom by Jupiter Ultra, aims to build a new chain capital market infrastructure。

Communities generally see this progress as a sign of a gradual chaining of capital markets. Some comments suggested that this would facilitate the integration of RWA and DeFi; some questioned the actual need for weekend mobility. According to some comments, “capital markets are moving quietly into chains. "Jupiter continues to move fast, while others are discussing the future."

Despite the fact that monetized shares may further contribute to Solana ' s development in the area of traditional financial and encrypted convergences, their compliance needs to be observed over time。

3. Jupiter predicts market rankings online

"Jupiter Predion Markets" presents a list of users' PnLs, the number of projections and the odds, and supports a weekly ranking. Users can view high-winner traders and copy their strategies。

It is widely recognized by communities that this function enhances the transparency of forecasting markets, makes it easier for good traders to be identified and may also increase user participation. As the commentary says, "Public ranking + market forecasting on the chain = real transparency." I look forward to seeing it develop on Solana."

The ranking mechanism may drive user behaviour towards more data-driven trading patterns, but the reliability of winning indicators in long-term transactions remains to be seen。

"Prodict market ecology."

1. Kalshi CEO at the FIA General Assembly commits to compliance and advances international expansion

Kalshi CEO Tarek Mansour, in FIA Global Cleared Markets Conference, stated that companies would continue to uphold the rule of law and regulatory compliance. At the same time, Kalshi announced that it would work with the Brazilian voucher company XP to boost international business expansion. In addition, Luana Lopes Lara, a co-founder of Kalshi, thanked Inc for its feature coverage of the corporate team。

There is a general perception in the community that this series of actions shows that the forecast market is working to strengthen the image of legitimacy and institutions. Some of the comments suggested that this would help drive global expansion; it was also noted that the rise of Kalshi ' s public image also reflected a growing industry perspective。

These initiatives may signal the trend of institutional capital entering the projected market, but international expansion still faces complex regulatory challenges。

2.100 x Podcast: former Vitol Partner reading oil prices and macros

The last issue of the 1000x Podcast invitation to former Vitol partner Jonah Van Bourg discussed possible oil price breakthroughs of $100, tax haven value, energy market structure and asset allocation in 2026. The programme analyses current macroeconomic trends from the perspective of large commodity transactions and is seen by many forecast market participants as an important reference for understanding energy markets。

Community feedback was generally positive and discussions focused mainly on its insights into oil prices and asset allocation. From a more macro point of view, such discussions may affect the projection of long-term market expectations for energy and commodity prices, but geopolitical uncertainties still expose the projections to higher volatility。