Odaily Planet Daily reports that Serenity, known as the "White-Haired Stock God," stated in an article on the X platform that the rebound in optical communication concept stocks such as LITE, AAOI, and SIVE is "a recovery that met expectations." Serenity believes that the previous sell-off in related sectors was "purely an overreaction" and did not reflect changes in fundamentals. The current rebound is a normal recovery process as market sentiment returns to rationality.

Ripple announced a toolkit for developers to build "agentic payments" applications on the XRP Ledger (XRPL), enabling AI agents to execute automated financial transactions. Ripple stated that AI agents are no longer a future concept but are already actively involved in paying computing power fees, settling invoices, and completing transactions without human intervention. As AI agent applications expand, the market is accelerating the construction of machine-oriented payment infrastructure, including wallets and stablecoin payment channels, enabling AI to autonomously complete service payments and asset transactions. This week, Robinhood also launched a similar program, allowing users to try having AI agents execute stock trades, with plans to expand to the crypto asset space in the future; MetaMask also released a non-custodial wallet solution for AI agents. Ripple pointed out that traditional payment systems primarily serve human-initiated and approved processes, while AI agents require infrastructure capable of rapid settlement, predictable results, and no human approval. Ripple emphasized that its new toolkit also supports payment capabilities based on the x402 protocol, allowing settlement using XRP and Ripple USD (RLUSD). Meanwhile, the IC3 team, comprised of researchers from multiple universities, stated that while AI combined with blockchain can automate transactions, AI agents remain highly dependent on humans and the underlying infrastructure, lacking true independence. (The Block)

In the past hour, total liquidations across the network reached $11.96 million, with $1.35 million from long positions, with $10.61 million from short positions. BTC liquidation $2.99 million, ETH liquidation $5.00 million.

Odaily Planet Daily reports that MNX, a decentralized futures exchange targeting the AI economy, has completed a $6.4 million funding round, with participation from Village Global, Cambrian, Relay Digital, and North Island Ventures. MNX aims to build AI-native derivatives infrastructure, covering GPU rental prices, data center electricity cost futures, valuation markets from private labs such as OpenAI, Anthropic, and DeepSeek, AI benchmarks and financial forecasting markets, and perpetual contracts for AI-related global stocks. The platform supports leverage, portfolio margin, and fair execution of bulk auctions, with settlement on MegaETH in a fully non-custodial manner. The mainnet is scheduled to launch this summer.

According to a report released Tuesday by Fundstrat, a partner and head of research known as the "Wall Street strategist," Tom Lee stated that SpaceX's upcoming IPO is the main trigger for recent volatility in the US stock market. Lee analyzed that the core logic behind the current weakness in US stocks is clear: to participate in this major IPO, market participants are actively selling off their existing stock holdings and raising cash, leading to a continued diversion of funds. However, he also predicted that if SpaceX performs well on its first day of trading, market risk appetite will recover, thereby driving a recovery in other stocks. The SpaceX IPO has been met with great enthusiasm, with oversubscription continuing to rise. According to Fundstrat statistics, the current subscription multiple has reached 4 times, and based on market trends, the oversubscription ratio is expected to climb to 10 times by the time of the official listing this Friday.