MarsBitNews

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Author: Payment 201
Spokesperson: Pet Berisha (Tokenized Co-Founder)
Guests: Rob Hadick (Dragonfly GP), Robert Mitchnick (BlackRock Head of Digital Assets), Noah Levine (Partner at Andreessen Horowitz)
Timeline:
00:00 Introduction
02:17 Tokenization is essentially an "access" story, allowing more investors to reach asset classes that were previously difficult to access.
05:51 Tokenized equity can roughly be divided into three structural types.
08:41 Under the whitelist mechanism, tokenized assets have certain restrictions on transferability.
11:21

Mars Finance reports that on April 1, a source said U.S. Vice President Harris recently held talks with "mediators" on the Iran conflict on Tuesday. Trump instructed Harris to communicate privately that "as long as certain U.S. demands are met, such as reopening the Strait of Hormuz, he is willing to accept a ceasefire." Harris conveyed Trump's "stern" message, stating that Trump has lost patience and warned that unless Iran reaches an agreement, pressure on Iran's infrastructure will increase. (Jin10)

Mars Finance reports that, according to Jinjia, Federal Reserve's Moussallem stated that the Federal Reserve needs to remain vigilant about supply shocks and inflation. This is the fourth supply shock in the past five years.

U.S. EIA crude oil inventories for the week ending March 27 totaled 54.51 million barrels, far exceeding the expected 8.14 million barrels, with the previous value at 69.26 million barrels. Meanwhile, strategic petroleum reserve inventories decreased by 378,000 barrels, the largest decline since July 2023. Excluding the strategic reserves, commercial crude oil inventories are at their highest since June 2023.

Ethereum treasury company BitMine Chairman Tom Lee pointed out that the market is full of uncertainties, but crises also bring opportunities. He believes that the market has absorbed 90% of the selling pressure. Although it has not yet bottomed out, the U.S. economy can withstand high oil prices and maintain growth. Meanwhile, BitMine increased its ETH holdings by 71,179 tokens last week, significantly higher than the previous weekly average purchase volume.

Mars Finance reports that, according to Jintou, Federal Reserve's Moussallem stated that the probability of the baseline scenario has been decreased, and the probability of the alternative scenario has been increased.

CFTC Enforcement Director states that in the future, the focus will be on five major areas: insider trading, market manipulation, market abuse, and more. Active investigations will be conducted into insider trading. The CFTC will change its regulatory approach, introduce new policies to encourage self-examination and rectification, strengthen cooperation with trading platforms, and combat energy market manipulation and AI-based fraud.

Trump frequently raises expectations for US-Iran talks, claiming contacts with Iranian officials, while Iran refutes and controls the Strait of Hormuz. Market forecasts show a decreased probability of a US-Iran ceasefire and shipping through the Strait of Hormuz, but the likelihood of US troop escalation in Iran remains high.

Mars Finance News, on April 1st, Iran's Foreign Minister Alaraji stated, "We do not accept a ceasefire. We seek to end the war and obtain guarantees that similar invasions will not recur. Only Iran and Oman can decide the future of the Strait of Hormuz."

Mars Finance News: On April 1st, Ripple announced the launch of the enterprise-grade crypto asset management system Digital Asset Accounts and Unified Treasury, supporting corporate finance teams to manage fiat and digital assets on the same platform. The system allows direct management of assets such as RLUSD and XRP, and seamlessly integrates into existing fund management processes without relying on standalone wallets, trading platforms, or custodial services, thereby lowering the barrier to enterprise adoption.

Mars Finance News: According to JIN10, Federal Reserve official Moussailleum stated that he is committed to bringing inflation down to 2%.

Mars Finance reports that on April 1, crypto journalist Eleanor Terrett revealed that the pro-cryptocurrency U.S. Super Political Action Committee Fellowship PAC, established last year, has appointed Jesse Spiro, Vice President of Regulatory Affairs at Tether, as Chairman. The first batch of candidate endorsements will be announced in the coming days to intensify support for pro-cryptocurrency industry candidates participating in the midterm elections.

Flagship Pioneering has reached a strategic partnership with Amazon Web Services to accelerate drug discovery using generative AI and high-performance computing. AWS will provide cloud support to enhance the development of its scientific team and early-stage companies, driving innovation in the life sciences field.

Mars Finance reports that, according to Jintou, Federal Reserve's Moussallem stated that the current inflation indicator situation is better than that of the 1970s.

Stablecoins have been hovering around the $300 billion mark for some time now.
The numbers are impressive, but if you look closer, you'll notice another side — over the past six months, the growth of stablecoins has begun to subtly show signs of plateauing. This doesn't mean the market has lost its imagination, but rather that the logic supporting the scale expansion over the past few years is quietly approaching its limits.
This suggests that stablecoins need a new story, not just new use cases, but a deeper change in their fundamental properties: when payment scenarios are no longer just transactions, and the initiators are not just humans, what role will stablecoins play?
1. The Stuck Ceiling: Change and Constancy
Stablecoins are not encountering this kind of threshold for the first time.
From USDT to USDC, and then to various new types of stablecoins, each expansion has almost always been accompanied by familiar scenarios, such as increased market trading volume.

Mars Financial reports that on April 1st, St. Louis Fed President James Bullard stated that an energy shock related to the Iran conflict will definitely impact overall inflation and may cause shocks to core price pressures. Bullard said, "I expect the rise in commodity prices to have a one-to-one impact on overall inflation, and there will be a period of high overall inflation. Core inflation will also be affected to some extent through transmission, and I will closely monitor the degree of transmission and the correlation between the two." (Jin10)

Trump claims that Iran's new president has requested a ceasefire from the United States, drawing attention from analysts to the relationship between presidential power and the Islamic Revolutionary Guard Corps. The presidential position is largely symbolic, and recent developments indicate a split between the two. Trump may be exploiting this situation to influence Iran's internal affairs, potentially leading to unrest or regime change.

Mars Finance News: On April 1st, JPMorgan Chase lowered the target point for the S&P 500 index to 7200 points from 7500 points, mainly due to the increasing risk of an economic recession.