Weekly Highlights | Clawdbot Goes Viral, Gold, Silver, and Copper Retreat After Reaching New Highs, Crypto Market Experiences Huge Volatility

PANews Editor's Note: PANews has selected the best content of the week to help you catch up on anything you might have missed over the weekend. Click on the title to read.

Macro perspective

Kevin Warsh: Inflation is a “choice,” and I view Bitcoin as an important asset.

What are the policy proposals of Kevin Warsh, the most promising candidate for Federal Reserve Chair? What is his view on Bitcoin?

Power of discourse, internalization, and positive externalities: Understanding Binance's triple dilemma and "original sin".

Binance, as a giant in the cryptocurrency industry, is facing a triple dilemma stemming from its market position and business strategy. Binance's predicament is not simply a matter of market skepticism, but rather a lack of industry responsibility from a giant that has reaped enormous benefits. The solution lies in Binance moving beyond a focus on mere traffic, returning the narrative to the community, directing liquidity towards genuine on-chain innovation, and creating large-scale positive externalities for the industry.

The Playground of Whales: Why Retail Investors Are Fleeing DeFi

The DeFi era, which once championed financial equality, has ended. Despite significantly reduced transaction costs, retail investors are withdrawing en masse. The core reason lies in the current DeFi ecosystem's extreme unfriendliness towards retail investors, manifested in four major problems: low-gas traps, arbitrary rule changes, lock-up traps, and a severe imbalance between risk and return.

Tesla + xAI + SpaceX: The Trillion-Dollar Ultimate AI Flywheel

Independent analyst @farzyness (a former Tesla team member) provided an in-depth analysis of the synergistic ecosystem comprised of Elon Musk's Tesla, xAI, and SpaceX, believing it to be forming an unparalleled "trillion-dollar ultimate AI flywheel."

About Vibe Coding

Clawdbot achieves legendary status: a 24/7 AI assistant that caused Mac mini sales to sell out.

An open-source AI assistant called Clawdbot has recently become a sensation in Silicon Valley and the geek community, hailed by users as a "24/7 full-time AI employee" or a "real-life Jarvis."

The creator of Clawdbot, which went viral online, is actually a billionaire who felt "empty" after cashing out 800 million.

Peter Steinberger, the founder of Clawdbot, is an Austrian billionaire who created the document processing tool PSPDFKit in 2011 and cashed out in 2021 for approximately €100 million (about RMB 830 million).

After Clawdbot became a hit, I couldn't resist: A liberal arts student with zero experience practicing Vibe Coding.

A liberal arts student with zero coding experience personally experienced "Vibe Coding" (a new paradigm of "just make your requirements and let AI write the code") after AI agent tools such as Clawdbot became popular, and reviewed the practical process and core skills of three mainstream tools.

Focus on precious metals

Both involve gold plus "certificates," so why did Jereh collapse while Tether continued to profit immensely?

The same round of gold price increases tests the robustness of the underlying structure. The collapse of JWG reflects the risks of accumulated gray areas in traditional finance, while the rise of Tether Gold demonstrates the evolution of gold investment in the digital age towards transparency, verifiability, and censorship resistance.

Gold: The risk of a major pullback after the surge is looming.

Gold's technical indicators show it is most overbought in 55 years, with a historical similarity to the 1979 US-Iran crisis. The current tensions between the US and Iran may push up gold prices, but caution is advised regarding the risk of a pullback after the conflict subsides. Chasing the rally should be done with caution.

The remarkable resurgence of "gold for the poor": A review of noteworthy tokenized silver.

Silver prices hit a record high, outperforming Bitcoin and gold. Besides purchasing silver funds or physical silver through traditional brokerages or brick-and-mortar stores, tokenized silver may also be an option.

In-depth analysis of the intergenerational asset migration behind Tether's increase of 27 tons of gold holdings

Tether added another 27 tons of gold in the fourth quarter, bringing the circulating supply of USDT to over 187 billion. Meanwhile, Hong Kong announced plans to build a 2,000-ton gold storage facility. Behind this series of "gold hoarding frenzy" lies the depletion of physical asset liquidity and the explosion of on-chain finance. This article analyzes, through the latest data, why Tether's gold purchases are a "game-changer" and why Bitcoin is the only Noah's Ark in 2026.

Why is the hottest market since 1979 occurring in gold, silver, and copper?

Gold, silver, and copper are experiencing their hottest rally since 1979, with all three hitting 45-year highs. This is not a cyclical rebound, but a fundamental shift in the global valuation logic of hard assets, driven by multiple structural factors.

The Hidden Players Behind the Gold Price Surge: This Cryptocurrency Firm Earning Billions of Dollars Annually Has Hoarded 140 Tons of Gold

Stablecoin giant Tether has quietly amassed approximately 140 tons of physical gold, worth about $23 billion, ranking among the world's top 30 gold holders, with holdings exceeding those of several countries. Tether plans to capture arbitrage opportunities through active trading of its gold reserves and to build a top-tier gold trading floor, aiming to compete with traditional giants such as JPMorgan Chase and HSBC.

Seize the opportunity

Foresight for 2026: A Look Ahead at Quantitative Trading and How to Allocate Alternative Assets

In 2025, the quantitative finance industry will exhibit both "high growth" and "high volatility." The scale of public quantitative funds will grow rapidly, surpassing some private funds. The market's leading players will be disrupted, with firms like Boda and Guojin emerging as leaders thanks to high turnover rates and agile strategies, demonstrating that extreme flexibility is key to breaking through in a highly competitive market.

While CEXs were still undergoing trial periods, Hyperliquid was already trading precious metals and forex.

Perliquid is shifting from a “user-friendly DEX” to an “on-chain Nasdaq” narrative, expanding to trading of all categories of synthetic assets such as crude oil, foreign exchange, and precious metals through the HIP-3 protocol, thus escaping the fierce competition in the original Perp DEX track.

Web3 Matters

When an agent possesses an "on-chain business card," how does ERC-8004 become a decentralized "AI Yellow Pages"?

Ethereum's ERC-8004 standard has been launched on the mainnet, providing decentralized identity, reputation, and verification mechanisms for AI agents through an on-chain registry, breaking down centralized "walled gardens" and promoting the deep integration of autonomous agent economy and DeFi.

Why did gold farming studios sustain World of Warcraft but "kill" all Web3 games?

Once an activity can be scaled up, it inevitably becomes industrialized. Gold farming studios exploit this characteristic. If Web3 games solely pursue free asset trading, they may fundamentally deviate from the essence of gaming.

How are the two major cryptocurrency whales, MSTR and BMNR, influencing the crypto market?

Against the backdrop of the crypto market correction in early 2026, enterprise-level coin hoarding strategies became a key narrative in the market. This article provides an in-depth analysis of the coin hoarding behavior, strategic differences, and multidimensional impact on the market of two representative companies: MicroStrategy (MSTR) and Bitmine Immersion Technologies (BMNR).

A Second Visit to Vitalik: Rejecting the Doomsday Script, Searching for Crypto's Lost Soul

Ethereum co-founder Vitalik Buterin recently gave an interview in Chiang Mai, sharing his profound thoughts on the current state and future of the crypto industry. He believes the biggest risk facing the industry today is not technology, but a loss of direction at the application level.

Key Information

• Binance will convert $1 billion of stablecoin reserves held by the SAFU Fund into Bitcoin reserves.

• US media: Trump finalizes Warsh as the next Federal Reserve Chairman after meeting and phone call.

• US SEC Chairman: The time is ripe to allow cryptocurrencies into 401(k) retirement accounts.

• The AI ​​agent economic standard ERC-8004 has been launched on the Ethereum mainnet.

• The US government seized over $400 million in assets related to the dark web cryptocurrency mixing service Helix.

• MegaETH has outlined four key performance indicators (KPIs) that will determine the 53% MEGA token supply release plan.

• Trend Research withdrew 109 million USDT from Binance in the past 9 hours and deposited them into Aave to reduce liquidation risk.

• SpaceX is reportedly considering merging with Tesla or AI.

• The "1011 Insider Whale" lost approximately $53 million in two hours.

• Iran reportedly to conduct live-fire military exercises in the Strait of Hormuz

• Spot gold nearly fell below $5,100, while silver fell nearly 9% intraday.

• US cryptocurrency stocks collectively declined, with BMNR falling 8.4%.

• US stocks opened with Meta up 10%, while Microsoft fell more than 9%, marking its biggest intraday drop since 2020.

• London copper prices broke through $14,400 per tonne, surging more than 10%.

• On the Solana blockchain, Meme Coin (BP) briefly surpassed $14.9 million, a 608% increase in 24 hours.

• $9.5 billion worth of Bitcoin and Ethereum options are about to expire, with the maximum pain point for BTC at $90,000.

• Tether holds approximately 140 tons of gold, worth about $23 billion.

• 1INCH liquidity is a concern; a single sell-off triggered a 13% drop in market capitalization.