24H Flash Updates

ChainThink report, March 22: According to Axios website, a U.S. official and a source familiar with the matter revealed that after three weeks of conflict, the Trump administration has begun preliminary discussions on the next phase and potential forms of peace negotiations with Iran.

President Trump stated on Friday that he is considering a "gradual winding down" of the war, though U.S. officials anticipate combat will continue for another two to three weeks. Meanwhile, Trump's advisors are eager to begin preparations for diplomatic mediation.

Sources indicate that Trump’s envoys Kushner and Witkoff are involved in discussions regarding potential diplomatic pathways. Any agreement to end the conflict must include the reopening of the Strait of Hormuz, resolution of Iran’s stockpile of highly enriched uranium, and long-term agreements on Iran’s nuclear program, ballistic missile activities, and support for regional proxies.

Additional sources reveal that although Egypt, Qatar, and the UK have previously served as intermediaries for U.S.-Iran communications, there has been no direct contact between the two sides in recent days. Egypt and Qatar have informed both the U.S. and Israel that Iran is open to negotiations, but with very stringent conditions—specifically ceasefire guarantees, assurances against future conflicts, and compensation. (Jinshi)

ChainThink message, March 21, according to CME "Fed Watch" data, the probability of a 25 basis point rate hike by the Federal Reserve in April is now 6.2%, while the probability of maintaining interest rates unchanged stands at 93.8%.

ChainThink report, March 21: According to HyperInsight monitoring, the "long-term BTC short" whale (0x5d2f4) has canceled their limit buy order at $50,525 for a "bottom-fishing" BTC entry on Hyperliquid, still planning to purchase 50 BTC when BTC drops to $53,525.

The whale entered a 20x leveraged short position on 499.91 BTC at BTC's price of $111,499.3 and has now fully liquidated the position, generating cumulative profits of $61.34 million across the entire cycle.

ChainThink report, March 21, according to Farside monitoring data, this week the U.S. Ethereum spot ETF experienced a cumulative net outflow of $60 million, while the Solana spot ETF saw a cumulative net inflow of $20.4 million.

ChainThink report, March 21: According to Bloomberg, Coatue Management, an investment firm managed by Philippe Laffont with $70 billion in assets under management, is preparing to launch a new fund focused on investing in publicly traded and private artificial intelligence and technology innovation companies. This move signals that, as more startups delay going public, the firm is reevaluating its traditional "long-only" investment strategy.

According to sources familiar with the matter, the fund will adopt a "long-biased, cross-market" approach—investing both in publicly traded companies and late-stage growth startups—while maintaining the flexibility to short positions and hold cash when necessary. In contrast, traditional long-only funds typically maintain near-full portfolio exposure.

The sources also said the firm is closing its existing $8 billion long-only fund to new capital and redirecting interested investors toward the new fund. Due to confidentiality agreements, the sources requested anonymity. The new fund is expected to allocate approximately 20% of its capital to private companies and could launch as early as mid-year. A company spokesperson declined to comment.

ChainThink report, March 21: According to Coinglass data, if Bitcoin breaks above $73,000, the cumulative short liquidation intensity across major CEXs will reach $834 million.

Conversely, if Bitcoin falls below $69,000, the cumulative long liquidation intensity across major CEXs will surge to $940 million.

ChainThink note: The liquidation heatmap does not display the exact number of contracts pending liquidation or the precise value of liquidated contracts. Instead, the bars on the heatmap represent the relative significance of each liquidation cluster compared to adjacent clusters—i.e., liquidation intensity.

Thus, the liquidation heatmap illustrates the degree of impact when the mark price reaches a certain level. Higher "liquidation bars" indicate that once the price hits that level, a more pronounced reaction will occur due to the wave of liquidity.

ChainThink news, March 21: According to Reuters, water management company Ecolab Inc. announced it will acquire CoolIT Systems from KKR for approximately $4.75 billion in cash, aiming to capitalize on the growing demand for liquid cooling technologies in AI-driven data centers.

Technology companies are increasing investments in AI infrastructure, driving the industry's shift from traditional air cooling to more efficient liquid cooling systems to address higher chip density and power loads.

ChainThink report, on March 21st, at the 2nd SFFE2030 Annual Summit & Awards Ceremony hosted by FX168 Financial Group, Tron (TRON) was honored with the "Web3 Pioneer Enterprise Award," becoming the sole Web3 platform to receive recognition in this year’s selection. The award focuses on digital economic infrastructure demonstrating genuine application capabilities and global influence in the new cycle. Tron earned this accolade due to its leading advantages in stablecoin settlement, on-chain payments, and global user scale.

Backed by high-throughput, low-cost network performance and a stablecoin ecosystem exceeding $85 billion in value, Tron has become one of the world's most critical on-chain payment networks. Meanwhile, as Tron continues to intensify its strategic positioning in artificial intelligence, it is accelerating the integration and evolution of blockchain and AI technologies, gradually transforming from a digital payment infrastructure into a foundational "Web3+AI" hybrid platform.

ChainThink report, March 21: According to TechCrunch, Microsoft has announced a series of adjustments aimed at enhancing the quality of its Windows 11 operating system, with one key change being a reduction in the number of entry points for its AI assistant, Copilot.

The company stated that it will reduce Copilot AI integration in certain applications, initially affecting apps including Photos, Widgets, Sticky Notes, and Snipping Tool.

In a blog post titled "Integrating AI Where It Matters Most," Pavan Davuluri, Executive Vice President of Windows & Devices, said Microsoft is adopting a more deliberate approach to determining "where and how Copilot should be integrated within Windows." He explained that the company's goal is to focus on AI experiences that are "truly useful."

This "less is more" strategy of integrating AI into existing platforms may reflect growing consumer fatigue with "AI bloat." While many now acknowledge the practical utility of AI as a tool, concerns around trust and security are mounting. For instance, a recent study by the Pew Research Center shows that by June 2025, half of U.S. adults expressed more concern than excitement about AI—a proportion that rose from 37% in 2021.

ChainThink News, March 21: U.S. Central Command Commander Brad Cooper stated in a video that the United States conducted airstrikes on Iranian coastal facilities threatening shipping through the Strait of Hormuz. He said the U.S. targeted underground facilities and anti-ship missile systems, as well as intelligence support systems and radar equipment. (Jin10)

ChainThink message, March 21, according to Lookonchain monitoring, Trend Research transferred 0.852 ETH (approximately $1,840) to Garrett Jin, agent of the "BTC OG Insider Whales."

ChainThink report, March 21: According to Reuters, Amazon (AMZN.O) launched its first smartphone back in 2014, aiming to compete with Apple and Samsung. However, the Amazon Fire Phone, personally overseen by founder Jeff Bezos, was abandoned within less than a year, becoming one of Amazon’s most notable failures. Now, Amazon is launching a new mobile device.

According to four informed sources, this latest project is internally known as "Transformer" and is currently under development within Amazon’s Devices & Services division. The phone is envisioned as a potential mobile personalization device synchronized with the home voice assistant Amazon Alexa, serving as a persistent connection point for Amazon users throughout their daily lives. This initiative represents the latest milestone in Amazon’s multi-year effort to realize Bezos’s long-standing vision—a ubiquitous, voice-driven computing assistant akin to the voice-controlled computers depicted in the sci-fi series Star Trek.

The current timeline for the "Transformer" project remains unclear. Sources also indicated that the project could be canceled if strategic priorities shift or due to financial constraints. Amazon spokesperson declined to comment.

According to insiders, a key focus of the "Transformer" project is deeply integrating artificial intelligence capabilities into the device. This approach may eliminate reliance on traditional app stores, where users must download and register applications before use. They also noted that Amazon Alexa is likely to serve as a core function of the phone, though it may not necessarily act as the primary operating system.

ChainThink News, March 21: HSBC stated that the Federal Reserve kept its policy rate unchanged at 3.50%-3.75% during its March meeting, signaling a "wait-and-see" approach. Persistent inflation and escalating geopolitical risks have introduced uncertainty for the Fed.

HSBC maintains its prior view that the Federal Reserve will hold rates steady through 2026 and 2027. Inflation risks have risen, particularly due to surging energy prices, while labor market risks have slightly declined. Volatility in energy prices and ongoing geopolitical tensions are expected to continue fueling safe-haven demand and supporting USD strength. (Jinshi)

ChainThink message, March 21, according to a report by the Financial Times, OpenAI plans to increase its workforce to 8,000 by the end of 2026 to close the gap with its competitor Anthropic.

ChainThink report, March 21: According to The Times of Israel, Katz stated during an assessment meeting with military officials that Israel and the United States will "significantly intensify" strikes against Iran's infrastructure over the coming week.

Katz said Israel is "determined to continue leading" military operations against Iran, targeting Iran's command structure and neutralizing its strategic capabilities until all threats to Israel's national security and U.S. interests in the region are eradicated. Katz also emphasized that Israel will "not cease operations" until all war objectives are achieved.

ChainThink News, March 21: According to CCTV reporting on March 20 local time, U.S. officials announced that the U.S. military is deploying three additional warships and approximately 2,500 Marine Corps personnel to the Middle East.

Previously, informed sources within the U.S. government indicated that this troop buildup would provide President Trump with expanded military options, including a potential operation to "secure" the Strait of Hormuz, which would require the deployment of air and naval forces toward Iran's coastline.

According to further disclosures from informed sources, the Trump administration is also considering deploying ground forces to Khark Island—the vital artery of Iran’s oil exports—as part of a strategy to seize the island and leverage it as a bargaining chip to compel Iran to resume passage through the Strait of Hormuz. Located in the northwestern Persian Gulf, more than 20 kilometers off Iran’s coast, Khark Island hosts Iran’s largest crude oil export terminal, through which roughly 90% of Iran’s oil exports are dispatched.

ChainThink News, March 21: As the Iran conflict enters its fourth week, there remains no clear sign of de-escalation, leaving the ongoing turmoil in Iran and its impact on energy price trends a focal point for Wall Street in the near term. In addition, upcoming macroeconomic data from the US and Europe next week will provide market insight into whether recent spikes in energy prices are beginning to transmit into consumer prices and broader economic activity. Below are key events to watch in the new week (all times Beijing time):

Monday 22:00, U.S. Construction Spending MoM (January);

Tuesday 7:30, Japan Core CPI YoY (February);

Wednesday 8:30, Australia Unseasonally Adjusted CPI YoY (February);

Wednesday 15:00, UK CPI MoM, UK Retail Price Index MoM (February);

Wednesday 20:30, U.S. Q4 Current Account, U.S. Import Price Index MoM (February);

Wednesday 22:30, U.S. Weekly EIA Crude Oil Inventory as of March 20;

Thursday 20:30, U.S. Initial Jobless Claims (week ending March 21);

Thursday TBA, G7 Finance Ministers Meeting, lasting until March 27;

Friday 7:00, Remarks by Vice Chair of the Federal Reserve, Jefferson;

Friday 23:30, Opening Address by 2027 FOMC Voter and President of the San Francisco Fed, Daly, at a conference on macroeconomics and monetary policy. (Jinshi)

ChainThink report, March 21: According to a senior official on board, in the past week, the Iranian Navy guided an Indian liquefied petroleum gas (LPG) tanker through the Strait of Hormuz, allowing it to transit along a pre-approved route following diplomatic mediation by New Delhi.

This account appears to corroborate analysts' speculation that Tehran is attempting to establish maritime traffic control in the strait—permitting safe passage for allied vessels while instilling fear among other ships about potential attacks.

The official stated that during the transit, their vessel maintained continuous radio communication with the Iranian Navy. Iran recorded the vessel’s flag state, name, port of origin, destination port, and crew nationality (all crew members were Indian), and then escorted them along the pre-arranged route. (Jinshi)

ChainThink report, March 21: According to sources familiar with the matter cited by Bloomberg, Halter, a startup developing AI-powered cattle collars, is in discussions for a new round of funding that could double its valuation to over $2 billion.

The sources said Founders Fund, the venture capital firm backed by billionaire Peter Thiel, will lead this round. Due to the confidential nature of the discussions, the sources requested anonymity. Negotiations are ongoing, and specific details may still change.

Halter’s technology aims to establish a "digital fence" for herds, enabling farmers to monitor livestock location and health metrics in real time via an application. Its solar-powered smart collars connect to farmers’ smartphones, allowing remote management of pastures—such as using vibration and audio signals from the collars to deter or guide cattle.

One source noted that prior to the new funding, Halter’s valuation had already reached approximately $2 billion. The size of this funding round remains undetermined due to strong investor interest, resulting in "oversubscription." Halter declined to comment, and Founders Fund also refused to provide any statement.

ChainThink News, March 21: According to official announcements, GMX has announced a search for a Chief Executive Officer (CEO), whose responsibilities include setting strategic direction, refining organizational structure, strengthening partnership ecosystems, and leading GMX into its next phase of expansion.

GMX is seeking an experienced leader with deep expertise in decentralized infrastructure and proven capabilities in scaling blockchain protocols. Applications are now open, and qualified candidates from any background are encouraged to apply.