The Trump administration is reportedly exploring methods to acquire or transfer Iranian nuclear materials, according to CBS News. This development comes as military operations led by the United States and Israel against Tehran enter a more uncertain phase. It remains unclear whether U.S. President Donald Trump will authorize such actions. According to Jin10, a source indicated that no decision has been made yet. However, two sources revealed that the core of the planning involves the potential deployment of forces from the Joint Special Operations Command, an elite military unit often tasked with sensitive non-proliferation missions.

Elon Musk's xAI is sending engineers directly into the offices of potential corporate clients to poach customers from OpenAI and Anthropic PBC. This hands-on approach helped xAI win business from payment company Shift4 Payments. Shift4 CEO Taylor Lauber stated that the company plans to gradually phase out OpenAI's ChatGPT and switch to xAI's Grok, but will continue to use Anthropic's Claude for code development. However, Shift4 is not a purely market-driven client-winning company. Its founder, Jared Isaacman, an ally of Musk, completed the world's first commercial spacewalk aboard a SpaceX spacecraft and currently serves as NASA Administrator. SpaceX's Starlink is also a Shift4 client. In the three years since xAI's founding, its clients have primarily consisted of Musk's affiliated companies such as Tesla and SpaceX, as well as government agencies. Bloomberg points out that xAI's on-site deployment strategy reflects a general trend in the AI ​​industry: OpenAI and Anthropic are also actively sending engineers to assist customers with deployments, and OpenAI is also partnering with private equity firms to establish a dedicated "deployment department." (Bloomberg)

Electric Capital analyzed 501 real-world yield assets and cross-referenced them with tokenized assets currently showing significant on-chain activity. The report reveals that only 34 yield assets have an on-chain size exceeding $50 million, primarily concentrated in US Treasury bonds, private credit, corporate bonds, and non-US sovereign bonds. The remaining 93% of yield sources are still hampered by seven types of obstacles, covering legal structures, asset-backed securities challenges, and real-world integration difficulties with commodity and computing infrastructure. The research indicates that distribution is a major bottleneck: of the 35 non-stablecoin on-chain yield assets, only two have more than 2,000 holders. This is partly due to design limitations, such as BlackRock's BUIDL requiring a minimum investment of $5 million, but the data suggests that most tokenized assets still rely on a small number of large deployers and treasury managers. The top ten holders of BUIDL control 98% of the supply, mostly from other protocols. Electric Capital believes five key factors will drive more assets onto the blockchain in the future: the growth in stablecoin size and diversification of yield preferences; product competition between protocols; the absorption of duration risk by treasury infrastructure; tiered mechanisms to expand the buyer base; and leveraged cycles to amplify demand for collateralized assets. Meanwhile, spending on AI infrastructure (Goldman Sachs projects it will exceed $500 billion by 2026) could be a catalyst, including the on-chain financing potential for GPU leasing, data center construction, and energy contracts. (TheDefiant)

According to Onchain Lens monitoring, two whales sold a total of 2,842 XAUTs during the gold price decline. Specifically: 1. Whale "0xf56" sold 1,733 XAUTs, obtaining 8.04 million USDC, and then bought 113.69 WBTC, incurring a loss of $863,000; 2. Whale "0xafd" sold 1,109 XAUTs, obtaining 5.13 million USDC, and then deposited them into Aave V3, incurring a loss of $867,000.

According to on-chain analyst Ember, a whale suspected to be Erik Voorhees, who was involved in a "dollar-cost averaging" scheme, bought 114,424 ETH in the early morning, worth approximately 30.72 million USDT. He has now used 6 wallets to spend 253 million USDT to buy 117,800 ETH on-chain, with an average purchase price of $2,149.

Coinbase announced on its X platform that it has opened trading of Aethir (ATH), Raydium (RAY), PolySwarm (NCT), and Starknet (STRK) to New York residents. Users can now buy, sell, exchange, send, receive, or store these digital assets on the website and mobile app.

The U.S. Securities and Exchange Commission (SEC) and the Commodity Futures Trading Commission (CFTC) have jointly issued new guidelines for classifying digital assets. According to ChainCatcher, these guidelines categorize digital assets into five types: digital commodities, digital collectibles, digital utilities, stablecoins, and digital securities (tokenized securities). Only the last category is considered a security, requiring registration or exemption under federal securities laws. The guidelines, published as an interpretive rule in the Federal Register, replace the 2019 "investment contract" analysis framework from the Gensler era. They provide two clear paths for tokens to shed their securities status: if the issuer completes its core management tasks, the investment contract ends, allowing tokens to trade freely as non-securities in secondary markets; or if the issuer abandons the project or remains inactive for an extended period, the investment contract also terminates. Additionally, the guidelines clarify that airdrops, mining, and staking generally do not constitute securities transactions, and the wrapping or unwrapping of assets does not alter their securities status. Alex Thorn, Head of Research at Galaxy Research, noted that these guidelines mark the end of the Gensler era's adversarial regulatory stance towards the crypto industry, providing significant clarity for institutional entry. However, he cautioned that interpretive rules lack legal binding power and can be overturned by a new administration, highlighting the industry's ongoing push for the CLARITY Act legislation.

According to CryptoQuant community analyst Maartunn, Galaxy Digital has once again transferred/sold approximately 700 BTC. He previously disclosed that Galaxy Digital transferred more than 1,346 BTC within a few hours on March 17, bringing the total outflow of BTC recently to over 2,000.

Iran's Foreign Minister has expressed the country's desire for a permanent resolution to ongoing conflicts. According to Jin10, the minister highlighted that numerous nations are actively working to mediate and bring an end to the war. Iran remains open to any initiatives aimed at resolving the conflict.

According to Onchain Lens monitoring, as gold and silver prices continue to fall, a whale's 4x leveraged short gold position and 3x leveraged short silver position have now generated a floating profit of up to $5 million.

Moo Deng plunged by over 22% in the past day, but it rebound is just around the corner

Vitalik Buterin, the co-founder of Ethereum, sold a large number of meme coins on the 12th and 13th, exchanging them for 907.97 ETH, worth US$2.23 million. He once said that any tokens sent to him without his permission will be sold and Donate to charity.