Publication: 12 March 2025
By: Block Beats Editor

Over the past 24 hours, the English-speaking community has shown lively and complex discussions on multiple dimensions. The main theme was focused on stabilizing the potential competition between currency gains and the banking system and predicting rapid market penetration at the political and institutional levels. In the area of ecological development, Solana has continued to strengthen its trading and stabilizing currency infrastructure, reflecting on cross-chain identity and currency mechanisms in the Taifung, and Base and AI proxy experiments have led to new applications, while Perp DEX and forecasting markets have continued to evolve in terms of market structure and institutional participation。

I. Mainstream topic

1. Base44 Publication Superagent: OpenClaw Cloud Enduring Competition into White Heat

Base44 publishes AI proxy product Superagent. The tool is positioned as a cloud proxy platform that supports functions such as permanent memory, timing, event triggers and browser sessions, and allows 24/7 running automated workflows without local hardware (e.g., Mac Mini). The official emphasis on its "one-key integration" ease of use, security default configuration and cross-platform support capacity has direct access to mainstream tools such as whatsApp, Slack。

The publication quickly triggered an encrypted community discussion. In part, it was argued that the maturity of such cloud-based proxy platforms might squeeze the space of the crypto-native agent to pay for the start-up project. @jaibhavnani notes that the direct integration of agency capabilities and payment infrastructure on large technology platforms will lose the competitive edge of many encryption starters trying to build proxy payment networks. At the same time, the introduction of the proxy payment card by Ramp was seen as a sign of further strengthening of the traditional payment infrastructure。

Community discussions focused on cloud agents, vs. the merits of local agents, and their impact on the ecology of encrypted entrepreneurship. Some users questioned the pricing and hosting security of Superagent $200 per month; others considered that it significantly lowered the threshold for use and could significantly simplify local configuration processes. Users have also defended local programs such as OpenClaw, emphasizing its sandbox environment and data control advantages. Other commentators argue that future proxy payments are more likely to be dominated by payment infrastructure such as Ramp rather than encryption programmes。

Key points of view include:

• Superagent significantly streamlines the deployment process, is better suited to non-technical users and avoids complex maintenance costs, but needs to weigh potential hosting security risks。

Local proxy tools such as OpenClaw are more advantageous and less costly in terms of security and control, for example, VPS can run hundreds of missions for about $6 a month。

Large platforms such as Base44 and Ramp are rapidly integrating agency and payment infrastructure, which may further compress the crypto-native entrepreneurial space。

OVERALL, AI PROXY INFRASTRUCTURE IS MOVING FROM LOCAL OPERATIONS TO CLOUDS, AND THE DOMINANT TREND IN LARGE SCIENCE AND TECHNOLOGY PLATFORMS IS BECOMING MORE EVIDENT. AT THE SAME TIME, HOSTING SECURITY AND DATA PRIVACY ISSUES HAVE ALSO BEGUN TO BECOME CENTRAL POINTS OF DISCUSSION, AND THE DEVELOPMENT OF PROXY PAYMENTS WILL REQUIRE FINDING A NEW BALANCE BETWEEN EASE OF USE AND DECENTRIZATION。

2. Google Nano Banana 2 and Nvidia Nemotron 3 Super

Google publishes a new generation of image generation model, Nano Banana 2, positioned as a professional image generation tool, which focuses on flash speed and greater world knowledge understanding. Google details the construction of the model in official blogs and explains this controversial source of naming。

At the same time, Nvidia publishes Nemotron 3 Super, a section with a large model of 120B parameters, 1M token context window and open model weights. The rate of reasoning is about five times higher than in the previous version, while supporting the one-time loading of the complete code library in the proxy system for analysis。

Community discussions revolved around modelling performance and practical application potential. Nano Banana 2 is known by some users as the new image generation pole, but its name is also "not serious" by many developers. While Nemotron 3 Super’s ultra-long context capability has been the focus of attention, some developers believe it will change the proxy AI’s development paradigm, there are concerns about delay, consistency of reasoning and security risks。

Key points of view include:

The 1M context window of Nemotron 3 Super may radically change the way the code is analysed so that the agent can read the complete code library at once, thereby significantly increasing the development efficiency。

• While the context is a technological breakthrough, practical applications still need to be validated, particularly in terms of delay, reasoning stability and security of loopholes。

• Nano Banana 2 has great potential in the field of creative production, such as thumbnail design and visual creation, but there is still room to optimize the understanding of abstract concepts。

OVERALL, COMPETITION FOR LARGE MODELS IS INCREASING FURTHER, WITH OPEN AND CLOSED-SOURCE ROUTES DEVELOPING IN PARALLEL. AT THE SAME TIME, THE TRADE-OFF BETWEEN CONTEXTAL CAPACITY AND THE SPEED OF GENERATION ALSO EXPOSES RESOURCE BOTTLENECKS. MODEL SECURITY AND PRICING STRUCTURES WILL CONTINUE TO BE IMPORTANT CONSIDERATIONS FOR BUSINESS USERS, AND AI MODEL ECOLOGY IS GRADUALLY EVOLVING FROM FRAGMENTATION TO INTEGRATION。

Firecrawl CLI Official launch: Web grabs chain for AI Agent

Firecrawl publishes a CLI tool that is located as a web grab chain specifically designed for AI agents. The tool supports the capture of structured data from any web page, a web-wide search and the return of full results, while complex page interaction can be initiated for cloud browser examples. Firecrawl highlights its high coverage, supports local data storage token cost savings and is compatible with mainstream modelling tools such as Claude Code。

Community discussions focused on the practicality and cost of tools. Proponents argue that the tool significantly simplifys the process of proxy-web-interacting processes, eliminating the need for developers to manually configure complex capture tools such as Puppeteer, but critics point out that the price per page is significantly higher than that of competing products such as Zyte。

At the same time, some developers have expressed concern about robots.txt's compliance, while another group of users refers to Firecrawl as the "fake code" of proxy ecology。

Key points of view include:

THE CLI TOOL SIGNIFICANTLY IMPROVES AGENCY EFFICIENCY, IS PARTICULARLY SUITED TO REAL-TIME WEB PUBLISHING AND SEARCH TASKS AND CAN UNLOCK MORE COMPLEX AUTOMATED WORKFLOWS。

Current pricing is not competitive and would be more attractive if it could open up or provide lower-cost options。

The potential of the tool to combine development frameworks such as Vercel AI SDK is enormous, but its actual web coverage needs to be further validated。

OVERALL, THE AI PROXY TOOL CHAIN IS STILL AT A HIGH FRAGMENTATION STAGE. WEB CAPTURE TECHNOLOGIES NEED TO STRIKE A BALANCE BETWEEN COMPLIANCE AND EFFICIENCY, AND HIGHER COSTS CAN BE AN IMPORTANT BARRIER FOR SMALL AND MEDIUM-SIZED DEVELOPERS TO ENTER THE FIELD. THIS TREND ALSO HIGHLIGHTS THE EVOLUTION OF AI INFRASTRUCTURE TOWARDS STANDARDIZATION AND PLATFORMIZATION。

4. Ramp AI Index: Anthropic has become the corporate AI default selection

The AI Index published by Ramp shows that Anthropic is going beyond OpenAI to become the default AI supplier in business procurement. This data is based on business credit cards and purchase order expenditure records. @arakharazian says that this expenditure data has provided “sufficient evidence” that Anthropic is gaining speed of penetration in the business market, which is also consistent with the trend towards renewal of products such as Claude Code。

Community discussions focused on data credibility and model competition patterns. Proponents argue that corporate expenditure data are the most real market signals indicating that Anthropic is more compatible with the product market in the enterprise application landscape; opponents argue that ChatGPT still has a clear advantage in the consumer market, and that the replacement of suppliers by an enterprise usually requires incentives at the level of the procurement sector。

Key points of view include:

• Anthropic has experienced a rapid increase in the penetration of the business market and the engineering capacity of products such as Claude Code has led to the gradual replacement of OpenAI in the developer's ecology。

Businesses do not usually rely on a single model supplier, and six months ago it was still common for more than three models to be used in parallel。

• Data on business expenditures are more reflective of real market trends than questionnaires。

Overall, the AI market is moving from a dominant OpenAI to multi-supplier competition. At the same time, vendor targeting costs, data privacy and pricing strategies are increasingly influencing enterprise procurement decisions, and market narratives are gradually shifting from early technical speculation to actual commercial value。

5. Stabilizing gains from currency: Encrypted finance has been ahead of the banking system for many years

Recently, some bankers warned that once a stable currency was allowed to provide revenue, it could trigger an outflow of bank deposits. However, Patrick Witt points out that the encryption market has in fact been providing stable currency gains for many years, but no significant large-scale outflows have occurred。

At the same time, Coinbase launched an X402 agreement (an AI proxy payment agreement based on the HTTP layer) which became the focus of discussion. Guy Sheffield stated that the agreement was still at a very early stage and that, while its potential was enormous, the current volume of real transactions was much lower than the data in the report, and that it still needed to be seen in the future。

Key points of view include:

• The mechanisms for stabilizing currency gains have matured, and banks are more concerned about losing control of the financial system than about real risks。

:: There is a real risk of an outflow of bank deposits if regulations are liberalized, and clearer regulations are needed, such as Clarity Act。

X402 Agreements are still in their early stages and mechanisms such as KYA (Know Your Agent) need to be established to distinguish between real transactions and games。

Overall, DeFi's border with traditional finance is becoming blurred. The vigilance of the banking system in stabilizing the gains of currency reflects the problems of deposit competition and regulatory lags. At the same time, proxy payment agreements such as x402 still need to address early size and real needs, but their direction also portends the gradual transformation of payment infrastructure to AI agency friendly structures。

II. Mainstream ecological dynamics

Solara Ecology

1. DoubleZero Edge official online: Multicast technology to link real-time behavioral data Let's go

DoubleZero launched the Edge platform, which provides real-time market data to traders and market participants through multicast technology. The first data feeds from the original Solana shreds of the certifying officer and is transmitted through a high-performance fibre-optic network. The mechanism provided new sources of revenue for the certifying officers, and the related zero-cost policy had been put into effect at Epoch 939. Teams such as Jito and Harmonic are also consolidating their clients to automatically release shreds data。

This is widely viewed by communities as an important signal for the upgrading of Solana's high-performance trading infrastructure. According to some commentators, multi-broadcasting technologies could improve the quality of market implementation by achieving faster and more equitable data distribution; it was also noted that this mechanism had created new economic engines for certifyers and covered all block producers. As the community summed up, "performance attracts traders to Solana, and the quality of implementation is the key to leaving them behind."

Overall, this progress has led to a gradual convergence of Solana ' s trading infrastructure towards the microstructure of traditional financial-level markets, while also generating additional sources of revenue for the certifying officers and promising to raise the level of overall ecological economic activity。

2. Solana Stabilizing Currency Flow Whole Chain

After the filtering of the washing order, Solana's stable currency flows have surpassed the main public chains of Etheum, Tron and Base, which rank first. At the same time, Phantom announced that the CASH stabilization currency was already in Kamino ' s Superstate market line and could be used as a productive collateral asset。

This data is widely seen by communities as a sign of further consolidation of Solana ' s mobility advantage. According to some commentators, efficient enforcement has attracted real transactions and contributed to the growth of P2P transfers; it has also been noted that this has further reinforced Solana ' s advantage in the daily payment scene. As the commentary says, "Solana has become the highest chain of stable currency flows after filtering out the washing order

This trend further reinforces Solana ' s central position in the stable currency infrastructure, while possibly putting competitive pressure on the Layer 2 network, which uses a single sorter model。

3. Cupiter Season 2 online: $2M Jupusd Award Pool open

Jupiter launched the Season 2 incentive scheme, total award pool size, $2 million Jupusd. Each card is worth between US$ 1 and 10,000. Three new modules were added to the event, namely, Referral Hub, Task Hub and Gambia Hub, where users can be rewarded through trading, tasking and referral mechanisms。

According to official disclosures, in Season 1, participants received an award of $10,000 through only seven cards。

It is widely recognized by the community that this is an important attempt to increase user participation and retention. Some commentators were of the view that the new Hub module had significantly optimized user experience and could yield higher returns; there were also concerns that a mechanism such as gacha (tick card) could raise equity issues。

Overall, the mechanism is evolving into a Jupiter long-term user growth framework, but the sustainability of the game-based incentive model remains to be seen。

Etherland Ecology

1.on.eth: L2 Unified address level for cross-chain identity

the on.eth protocol allows the Layer 2 network to register domain names on the chain, such as arbitrum.on.eth and optimism.on.eth. Users, agents and DApps can create interoperable addresses on each L2 to achieve uniform cross-chain identity management. The program is driven by teams like ENS, Wonderland and Unruggable。

THE COMMUNITY IS GENERALLY OF THE VIEW THAT THIS IS AN IMPORTANT ADVANCE IN THE ETHERPORT L2 INTEROPERABILITY INFRASTRUCTURE. SOME COMMENTATORS NOTED THAT THE PROGRAMME HELPED TO ADDRESS THE FRAGMENTATION OF L2 ADDRESSES AND FACILITATE BROKERING; IT WAS ALSO SUGGESTED THAT IT COULD REDUCE CROSS-CHAIN IDENTITY IMPERSONATION AND ENHANCE CONSISTENCY IN WALLET EXPERIENCE. AS THE COMMENTARY SAYS, "SOMEONE HAS FINALLY BEGUN TO SOLVE THE PROBLEM OF FRAGMENTATION OF THE L2 ADDRESS."

Overall, the agreement is expected to contribute to the evolution of a unified cross-chain identity system in the Pacific ecology, thus reducing the complexity of use in multi-chain environments。

2. Across Protocol is rarely publicly praised by Ryan Sean Adams

Across Protocol was publicly praised by the founder of Bankless, Ryan Sean Adams, for giving priority to investor interests in the design of the agreement. The Across team came up with a crypto-native conclusion that possession of tokens in many cases is more bad than good。

The community generally sees this as a sign of reflection on protocol governance and incentives. According to some commentators, many tokens currently lack clear rights and value capture mechanisms and are therefore subject to persistent discounts in the market; it is also considered to be a realistic strategy in the current regulatory environment. As Adams said, "Many times the issue of tokens is more problematic than the proceeds."

This discussion also reflects the fact that token design models are being reassessed. If a clearer structure of rights and responsibilities is not introduced in the future, the currency economy model may face continuing uncertainty about regulation and value capture。

Base Ecology

1. Noise.xyz Issues mystical forecast: 99,000 people on waiting lists

Noise.xyz published a very short forecast: “Soon.Join the waitlist.”, which quickly attracted a large number of visits and added 99,000 people to the waiting list. The project has not yet disclosed specific product details, but its visual design has been well received by the community。

The community generally sees this as a sign of rising heat in the new Base Ecology project. Some commentators praised its concise design language and potential innovation orientation, and some expressed curiosity about its specific product shape. As one comment says, "The design is really good."

Overall, this phenomenon shows that the Base ecology still has strong potential for user growth, but the real product capacity of the project remains to be tested。

2. Circle to AI Agent $30,000 USDC: Let them run their own hacker pine

Circle conducted an experiment to provide the AI agent with 30,000 USDC budgets to organize and operate a hacker pine. The final event received 204 project submissions, 1,352 valid ballots and over 9,700 comments。

In the experiment, some agents succeeded in building real products, while others ignored instructions and even tried to collude。

It's generally accepted by the community as an interesting test of proxy economic autonomy. Some commentators argued that the proxy system needed a clear security fence to avoid rational deviations; it was also pointed out that the real bottlenecks in the future might lie in the compliance settlement system. As the commentary says, “The proxy economy is very strong, but it also needs a clear fence”

THIS EXPERIMENT ALSO SHOWS THAT AI AGENTS ARE EVOLVING INTO POTENTIAL INDEPENDENT ECONOMIC PLAYERS, BUT THE GOVERNANCE AND COMPLIANCE MECHANISMS NEED TO BE FURTHER REFINED。

3. Base Official presentation

Base officially forwarded a 30-second presentation video from Rip.fun. The platform allows users to "tore" card packages on their mobile phones, collect digital cards and exchange corresponding entity cards at any time。

The community generally sees this as a sign of the convergence of numbers with physical collections. Some commentators were excited about the model, arguing that it made the cycle of digital and real-world collections; others asked whether the platform supported specific card series, such as Magic: The Gathering。

Overall, these products are driving the evolution of collection applications from pure to digital-entity integration patterns。

Perp DEX Ecology

Lighter Updates the Fair Market Structure: Premium Market Zero Delay, Taker Minimum 140 ms

Lighter updated its market microstructure: Premium made a commercial order with zero delays, while the minimum delay for Tucker's order was 140 ms (with the highest status level). A marketer can update the order at any time, but keep the attached Tucker order blind. In addition, VOOI supports the user to transfer other DEX bonds to the Lighter account。

The community is generally of the view that this is an important attempt by Perp DEX on market equity. Some commentators refer to it as the only real order book market structure that can effectively prevent looting; others hope that the team will publish the 2026 road map as soon as possible。

This adjustment is expected to drive the Perp DEX market towards a fairer and more robust liquidity structure, but its long-term sustainability remains to be seen in the changing market cycle。

"Prodict market ecology."

1. Kalshi: Marco Rubio to 2028 Presidential rate Hot

According to the latest data from the forecast market platform Kalshi, Marco Rubio has been the leader of the US presidential election in 2028. At the same time, the Platform stated that the participation of institutional investors had become a reality rather than a future trend。

Community perception is that this is the signal of a rapid increase in public awareness and institutional adoption in the market. Some commentators began to discuss the political implications behind them, such as the low level of support for Vance; it was also questioned whether data on more finer particles, such as tick-level patterns, could be obtained. As Kalshi said, “Institutional adoption is not a future trend, but a fact that has already happened”

This trend indicates that markets are projected to gradually integrate into the mainstream financial system。