Recently, the AI wave has disrupted the global SaaS market, causing the stock prices of many companies to plummet. However, Microsoft executives believe that the rise of AI agents could bring new growth opportunities to SaaS. At the same time, the industry’s debate over whether AI agents can be considered employees will shape the future economic models and competitive landscape of the software industry.

Oracle announced layoffs of about 30,000 employees, accounting for 18% of its global full-time workforce, to lower costs and fund the expansion of AI infrastructure. The layoffs mainly affect the revenue and health sciences divisions and its SaaS business. Despite its recent strong financial results, the stock price has fallen sharply, suggesting the market still has doubts about its long-term profitability. This wave of layoffs has become a common phenomenon in the tech industry, and many companies are choosing to reduce headcount to support AI transformation.

At the GTC 2026 keynote, Nvidia CEO Jensen Huang announced full support for the open-source project OpenClaw and unveiled NemoClaw designed specifically for it. He predicted that enterprises will need to adopt an OpenClaw strategy in the future, transforming SaaS into AaaS and providing autonomous AI agents capable of executing tasks independently. He emphasized that OpenClaw will fundamentally change how enterprises compete.

Taiwan Mobile announces acquisition of 5 million common shares of 91APP through a major transaction, increasing its shareholding ratio to 6.55%. This investment aims to strengthen its SaaS retail services and digital ecosystem, demonstrating its strategic intent for rapid expansion. Market participants are watching the synergies between Taiwan Mobile and 91APP, with potential positive impacts expected in retail technology and data applications in the future.

Arthur Hayes, co-founder of BitMEX, believes Bitcoin has not clearly detached from the trends of U.S. SaaS tech stocks. He suggests recent fluctuations may be a technical rebound rather than a sustainable uptrend, urging investors to remain patient amid market volatility.

Cryptocurrency Overview BTC (+7.17% | Current Price 72,443.1 USDT) Bitcoin surged over 7% on Wednesday, driving the total market capitalization of the crypto market back above $2.5 trillion, with a daily increase of approximately 5.5%. This rebound was mainly driven by short squeeze. Previously, influenced by the Iran situation, the market experienced a concentrated sell-off, and the funding rate for Bitcoin perpetual contracts briefly dropped to extremely low levels. As geopolitical risks did not further escalate, funds that had previously taken bearish positions began to close their positions, leading to a rapid price rebound. Vetle Lunde, Head of Research at K33 Research, pointed out that Bitcoin's weekly RSI once dipped to 26.84, marking the third-lowest oversold level in history, providing technical support for the rebound. ETH (+8.36% | Current Price 2,111.66 USDT) On Wednesday, Ethereum

Author: TT3LABS, Web3/AI/SaaS Remote Recruitment Platform On February 26, 2026, fintech giant Block announced layoffs of over 4,000 employees, reducing the team size from over 10,000 to less than 6,000. CEO Jack Dorsey mentioned in a letter to shareholders: "Smart tools have changed the meaning of creating and running a company... A significantly smaller team, using the tools we are building, can do more and do it better." Dorsey also offered his extremely cold prediction: "I believe most companies are already too late. Within the next year, most companies will come to the same conclusion and make similar structural adjustments." After the market closed that day, Block's stock price surged by over 20%. This is the capital market's response with real money: leveraging AI for enterprise efficiency.

Legendary trader Arthur Hayes claims that the current rebound in Bitcoin is merely a "dead cat bounce," pointing out its high correlation with the US SaaS software ETF has failed to decouple, and the rebound lacks sustainability. He warns investors to remain patient and analyzes cross-asset correlations, trading volume, and macroeconomic environment, reminding that a true bottom requires independent momentum to emerge.

Bitcoin has recently surged to 74K, but BitMEX co-founder Arthur Hayes warns that this rally may only be a short-term rebound and that it has not yet decoupled from U.S. SaaS technology companies. He advises investors to be patient and cautious. Hayes emphasizes that it is currently impossible to determine the sustainability of related policies and that more clear signals are needed.