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Foresight News reported that Sky has proposed to allocate approximately 70 millions USDS to the remaining Sky Agents during the launch phase. Of this, 10 millions are planned to be allocated to Keel, 25 millions to Amatsu (new executive Agent), 25 millions to Ozone (new executive Agent), and 10 millions to an undisclosed Sky Agent. If the proposal is approved, all fund transfers will be scheduled for execution during the voting on March 26.

BBX News: Yesterday, global listed companies demonstrated a qualitative transformation in crypto treasury governance, showcasing the shift towards “energy monetization efficiency.” This marks the official entry of leading mining enterprises into the dual-track era of “hardcore assets + stable returns” governance: —AI Contract Boom: Core Scientific (NASDAQ: $CORZ) signed a $2 billions AI computing contract yesterday. By converting 500 megawatts of electricity into HPC computing power, the company is transitioning from a “single mining enterprise” to a “digital energy landlord.” —Treasury Management Innovation: Strategy Inc. (NASDAQ: $MSTR) disclosed for the first time that its BTC yield rate for the first half of March was 1.4%. This move forces base companies to evolve from “simple buying” to precise management of the growth rate of “BTC per share.” —Valuation Dimension Upgrade: JPMorgan pointed out that after 20 millions bitcoin, mining enterprise valuations should trend towards utility-like models. The scarcity of controlled power resources is driving the valuation multiples of transitioning mining companies to double. —Asian Leverage Increase: Metaplanet (TSE: 3350) holdings surpassed 1,500 BTC. Through continuous yen interest rate arbitrage, the company has established the strongest base treasury position in the Asian market. —ETF Pre-market Demand: An exchange Institutional recorded approximately $300 millions in capital inflows yesterday. This proves that there is still strong institutional subscription momentum above $70,000. The market is showing a clear dual evolution trend of “electricity assetization” and “refined management of base companies.” Source: bbx.com

格隆汇 March 16｜Citigroup believes that compared to the oil crisis of the 1970s, the current market environment may be more similar to the "Tanker War" during the Iran-Iraq War in the 1980s. At that time, Iran and Iraq attacked each other's and third-party tankers in the Persian Gulf, causing tanker traffic through the Strait of Hormuz to drop by about 20% at one point, eventually forcing the US Navy to launch escort operations. In terms of market performance, oil prices reached a peak after a US ship hit a mine in July 1987, but the overall performance of US stocks did not collapse. Even though the "Black Monday" stock crash occurred in October 1987, the S&P 500 index maintained an upward trend throughout the conflict. Citigroup believes that even in extreme environments where geopolitical conflicts and energy shocks occur simultaneously, the stock market may still show a certain degree of resilience, which is more relevant to the current market. Regarding investment advice, Citigroup points out that global investors have recently clearly adjusted their stock holdings, no longer trading across diversified sectors, capital is once again concentrated in large technology stocks and other defensive assets, while reducing positions in small stocks that are more sensitive to economic cycles. Citigroup still maintains an "overweight" rating on US stocks, but has downgraded its view on US small-cap stocks from "overweight" to "neutral", recommending investors prioritize large technology stocks. However, since market volatility remains high, it is advisable to wait for volatility to subside before increasing positions.