US Stock Futures Dive Further

On March 26, on-chain detective ZachXBT revealed that Circle has unfrozen the USDC balance in a previously frozen wallet linked to Goated「.」com (address: 0x61f…e543). The wallet has regained access to its USDC, holding 130,966 tokens as of press time. ZachXBT also noted other affected wallets may be restored "in the near future." Recently, Circle froze USDC balances across 16 hot wallets belonging to multiple companies. The freeze stems from an undisclosed U.S. civil litigation case. Yesterday, ZachXBT stated these wallets—tied to exchanges, forex, and other businesses—show no evident connections to each other, criticizing Circle for failing to thoroughly review the freeze request. The wallets in question are operational hot wallets used by businesses to process high volumes of user transactions, and the freeze has disrupted their daily operations.

As of March 26, SolanaFloor reports the Solana Foundation has unveiled updates to its Validator Delegation Program requirements, set to take effect May 1, 2026. The new mandates require validators to follow a fair transaction ordering rule, avoid transaction censorship, meet stricter block time standards, and adhere to limits on Autonomous System Numbers (ASNs) and data center centralization—aimed at reducing network infrastructure centralization risks.

On-chain analyst Ai Auntie (@ai_9684xtpa) reported on March 26 that the top Bitcoin position holder on Hyperliquid—who had mistakenly taken a short position—was liquidated in the early hours of the day, suffering a regretful $2.345 million loss. Their 1,000 BTC were liquidated in four batches, with an entry price of $69,614 and liquidation prices ranging from $70,802 to $71,936. Currently, the holder still maintains a $20 million long position in Brent crude oil, which has an unrealized loss of $9,800.

March 26 — Japan’s two-year government bond yield hit its highest level since 1996 on Thursday, as markets priced in a potential rate hike from the Bank of Japan (BOJ). The policy-sensitive two-year JGB yield rose 1 basis point (bp) to 1.315%, topping the previous peak of 1.31% set last month. The 10-year JGB yield also climbed 2 bp to 2.270%. Inflation pressures are mounting amid rising oil prices linked to the Iran conflict, per market expectations. Central banks worldwide have flagged persistent price pressures, pushing short-term yields higher. Traders have largely ruled out further policy easing from the Federal Reserve this year. Oil price gains have also pressured the yen, boosting bets the BOJ may need to keep tightening monetary policy. Overnight index swap data shows markets see a 64% chance of BOJ action in April. (Source: FX678)

On March 26, Solana-based DeFi protocol Meteora announced the launch of its chart-based DLMM range-bound feature. The tool enables users to identify support levels, spot resistance levels, and accurately visualize liquidity positions directly on charts.

March 26 — Shen Bo, founder of Distributed Capital, announced that his personal wallet was hacked in November 2022, resulting in a loss of approximately $42 million. His team has continued three years of unbroken tracking efforts, securing key clues and evidence that have made the asset transfer paths increasingly clear. Today, the team is publicly seeking additional clues and offering a reward: individuals or institutions making substantive contributions to asset recovery will receive 10% to 20% of the final recovered amount (based on their actual contribution), regardless of identity, background, or form. Those with valuable information are invited to reach out. Three years ago, on-chain tracking and security investigation tools were far less mature than they are now. Today, AI-driven data analysis, on-chain forensics, and cross-platform collaboration capabilities have seen qualitative leaps. Special thanks go to all individuals and teams that provided prompt assistance. Cur