Meta has launched a new stock option incentive plan requiring executives to boost the company's market value to $9 trillion by 2031 to fully realize the value. This marks the first stock option grant since the 2012 IPO, involving six core executives. Meta's plan is similar to Tesla's but with a tighter timeline. Intensified competition for AI talent has increased stock compensation costs, with related expenditures expected to account for 96% of free cash flow in 2025.

ByteDance's Volcano Engine cloud computing business has exceeded 1 trillion tokens in average daily large language model calls, with growth exceeding 60% since the Spring Festival. Individual user consumption has grown significantly, driving overall growth. ByteDance views MaaS as a core battleground for cloud computing, with a target of exceeding 10 billion yuan in revenue by 2026.

Morgan Stanley's Head of Digital Asset Strategy Amy Oldenburg stated at the New York Summit that major banks' entry into the cryptocurrency space is the result of years of infrastructure modernization. The firm plans to support tokenized equity trading by 2026 and is renovating its core systems to enable faster settlement. She emphasized that synergy among financial institutions is critical for modernization.

Morgan Stanley's Head of Digital Asset Strategy Amy Oldenburg stated that Wall Street's development of crypto businesses stems from years of infrastructure modernization work, not FOMO. The firm has expanded into trading, asset management, and other areas, and plans to support tokenized equity trading in the second half of 2026, but faces challenges with core system upgrades.

On March 24th, Ethereum Foundation researcher ladislaus.eth posted on Twitter, revealing that Ethereum core developers will decide on March 26th whether to include EIP-8141. This proposal aims to decouple accounts from signing schemes, providing a migration path for post-quantum secure signatures. If execution layer transactions still rely on ECDSA, it will result in incomplete migration.

The U.S. House Financial Services Committee will hold a hearing on tokenized securities on March 23, which will involve topics such as regulatory coordination between the SEC and CFTC, and compliance pathways for on-chain securities. Despite active positioning by traditional financial institutions, significant misalignment persists between policy and technology, core legal issues remain unresolved, and blockchain risks have not been subject to sufficient regulation. Future development still awaits legislative refinement and improvement of risk mechanisms.

The U.S. Securities and Exchange Commission (SEC) concluded its investigation into Faraday Future on March 23 and will not take any action against the company or related personnel. Jia Yueting stated that the company will focus fully on strategic execution and value creation of its core business.

Bitcoin mining difficulty decreased by 7.76% on March 21 to 133.79 T, marking the second-largest decline this year. JPMorgan analysts predict that Bitcoin mining costs have fallen to $77,000, still higher than spot prices. More and more mining companies are pivoting their infrastructure toward AI computing power. Core Scientific plans to sell Bitcoin holdings in 2026 to fund AI expansion, while Bitdeer has liquidated its Bitcoin positions. Multiple companies are formulating diversification strategies.

Monero核心开发者jeffro256在3月20日发布了第一季度开发计划，提案涵盖了钱包API变更、Carrot衍生账户支持、FCMP++压力测试网启动、与硬件钱包合作以及多签实现等方面的工作。

Gate News reported that on March 19, Privy, a wallet infrastructure platform, has integrated Ethena-backed savings functionality as a core component, currently covering over 120 million accounts. Any application or platform built on Privy can now offer users sUSDe rewards, with yields automatically accruing over time.