Single-day Oil Price Plunge Exceeds 30%, Copilot Cowork Feature Launched, What Is the English-Speaking Community Talking About Today?
Publication Date: March 10, 2025
Author: BlockBeats Editorial Team
Over the past 24 hours, the English community has shown complex developments across multiple dimensions. The mainstream discussion focused on the macro market discussion triggered by the drastic oil price fluctuation, as well as the accelerated implementation of AI in enterprise software and development processes. In terms of ecosystem development, Ethereum strengthened staking decentralization and security incentives, Solana continued to expand in fiat onramps and on-chain derivative trading, while Base explored new on-chain application scenarios around AI Agents and payment protocols.
I. Mainstream Discussion
1. Historic Oil Price Collapse: Single Day Plunge Exceeds 30%, Dominates Headlines
On March 9, the WTI crude oil price experienced a sharp drop from the previous night's high, plummeting over 30% and briefly falling below $84 per barrel. Prior to the plunge, the prediction market had indicated an increasing probability of a U.S. economic recession. Following the drop, some observers referred to this trend as a "historic event" and linked it to geopolitical statements, such as Trump's claim that the war was "largely over." Simultaneously, forecast data showed a 63% probability of inflation exceeding 3.5% by 2026.
The community holds divergent views on the authenticity and sustainability of this oil price plunge. Some believe it was mainly a short-term market volatility triggered by geopolitical rhetoric, as key issues like the Hormuz Strait remained unresolved. Others suspect market manipulation factors or interpret it as the so-called "Cramer Effect" (i.e., the market's reverse reaction to prominent commentator views), casting doubt on the longevity of this trend. Some point out that historical experience suggests energy price shocks often become significant triggers for economic downturns.
Summary of Different Perspectives:
Market Realism: The oil price drop reflects Trump-related remarks easing market concerns about supply disruptions, but the actual supply landscape has not changed, hence a potential short-term price rebound.
Manipulation or Artificial Factors: The plunge may be caused by market manipulation, not aligning with the actual supply-demand situation; with ongoing risks in the Hormuz Strait, oil prices theoretically should be higher.
Economic Warning: Prolonged high oil prices will elevate the recession probability and bring inflation pressure; investors need to hedge risks through tools like Coinbase.
From a broader perspective, the energy market exhibits a high dependence on geopolitical statements, further amplified by the prediction market. The traditional financial system appears particularly vulnerable to public opinion and celebrity effects, prone to extreme market conditions; meanwhile, the global market's lack of real-time settlement mechanisms to some extent encourages speculative behavior.
2. Microsoft Copilot Cowork Launches, Powered by Anthropic's Claude
On March 9, Microsoft introduced the Copilot Cowork feature. Users can simply describe a task, and AI will plan based on email, meeting transcripts, and document content, automatically carrying out related actions across applications like Outlook, Teams, Excel, and PowerPoint. Despite Microsoft's prior multi-billion dollar investment in OpenAI, the core engine of this product relies on Anthropic's Claude model, potentially reaching over 400 million Microsoft 365 users.
Discussions around this product have mainly focused on its impact on workplace dynamics. Some are excited about the efficiency gains from automation, seeing it as a key breakthrough for enterprise AI applications. Others are concerned that large-scale automation could lead to hidden layoffs or even trigger a new wave of job displacement. Some question Microsoft's strategic motives, suggesting that simultaneously investing in OpenAI and adopting Claude could be a form of "hedging strategy," or even seen as a reluctant move in fierce model competition. Additionally, some point out that Copilot's actual adoption within enterprises remains low, often requiring top-down management push for meaningful implementation.
Key Perspectives Summarized:
Productivity Boost: AI can handle numerous repetitive tasks, allowing employees to focus on more valuable work, enabling a swift transformation into an AI power user for the business.
Employment Threat: Automation may replace many office positions, enabling managers to downsize teams while maintaining output.
Strategic Questioning: Microsoft's investment in OpenAI while utilizing Claude suggests intense model competition, with businesses leaning towards tools with optimal performance rather than sustaining a single partnership.
Looking at industry trends, the competition among AI model providers is escalating, with companies preferring a multi-model integration approach. Enterprise software ecosystems exhibit strong stickiness, but true AI implementation often necessitates cultural and managerial adjustments. As workplace automation accelerates, the skills gap may widen further, putting unprepared individuals at a higher risk of unemployment.
3. Claude Code Review Released: AI Teams Review PRs, Human Developers Become Bottleneck
On March 9, Anthropic launched the Claude Code Review feature. After developers submit a PR (Pull Request), the AI agent team can collaboratively inspect potential defects in the code, largely replacing manual code reviews. The official description of this process is sending agents to hunt bugs, implying that Claude has begun to align with real market needs.
The community is divided on whether AI will replace manual review. Some developers acknowledge that human code review is often a bottleneck in the development process, so they see this change as technological evolution. Others point out that the current AI-generated code error rate is still relatively high (some opinions suggest up to 70%), so human supervision must be retained. Some also criticize that AI often fails to review code generated by itself during the review process, lacking a clear accountability mechanism.
Summary of Different Perspectives:
Acceptance of Replacement: AI can complete about 80% of code review work, allowing human developers to focus on architectural design and security issues, significantly improving productivity.
Assistive Tool: AI is better suited to checking syntax and surface errors, while judgment on business logic and development intent still requires human intervention.
Reliability Concerns: AI may produce "illusory fixes," so final reviews still need to be done manually.
From a development process perspective, human code review indeed takes a relatively long time, and AI can significantly speed up this stage. However, it also introduces new risks, such as model illusions. On an economic level, as AI review matures, some high-paying tech positions may be impacted. Additionally, constraints on computing power and budgets may become important limitations for the infinite scalability of AI systems.
4. Brian Armstrong: AI Agent Transaction Volume Will Surpass Human
On March 9, Coinbase CEO Brian Armstrong stated that the future transaction volume of AI agents is likely to surpass that of human users. He pointed out that AI cannot open traditional bank accounts but can hold a crypto wallet, making the crypto network a key infrastructure for the AI economy. This trend will also drive the development of Coinbase and the Base ecosystem.
The community discussion mainly revolves around the role of AI in the economic system. Some believe that crypto technology can provide crucial infrastructure for AI, such as autonomous settlement and payment capabilities. Others are concerned that if AI agents dominate economic activities, human society may fall into a state of a "false world." There are also technical views that supporting AI high-frequency trading requires a very fast blockchain network, such as Kaspa (100ms confirmation) or Ethereum, among others.
Summary of Different Perspectives:
Crypto Empowerment of AI: On-chain wallets enable AI to conduct independent transactions, thus ushering in a new form of digital economy.
Narrative Questioning: The widespread presence of AI agents may undermine humans' significance in the economy, potentially leading to a societal structure that necessitates universal basic income.
Technical Preference: Supporting AI transactions requires a high-speed, censorship-resistant blockchain network.
Overall, the traditional banking system faces challenges in directly serving AI, while crypto networks may fill this gap. However, rapid growth in AI transactions could exacerbate network congestion, necessitating a more efficient blockchain architecture. Additionally, as AI's role expands in the economy, human society may face new questions of value and meaning.
5.Figure Helix 02: Humanoid Robot autonomously tidying up living room
On March 9th, robotics company Figure released a demo video of Helix 02, showcasing its humanoid robot's ability to autonomously tidy up a living room without human intervention and rearrange home items based on user preferences.
The community has expressed significant differences in opinion regarding the authenticity of this demo. Some are amazed by the advancement in the robot's autonomy, seeing it as a key step in home automation. Others have pointed out that the room in the video is already quite tidy, not representing a real-life environment, and have called for testing in a more chaotic setting. Some have compared this demo with advancements from a Chinese robotics company, suggesting that the demonstration still lacks sufficient credibility.
Summary of Different Perspectives:
Technological Progress: From remote control to autonomy, humanoid robots are gradually entering the commercialization stage.
Limitation of Demos: Validation is needed in more complex environments, such as cluttered rooms, to truly demonstrate capabilities.
Real-World Application: The key lies not in demo effects but in performance in real scenarios like Airbnb.
Robot demos are often susceptible to environmental control, and the lack of unified testing standards has amplified public skepticism. For household robots, the real challenge lies in adapting to highly diverse real-world environments, with most products currently only suited for relatively simple scenarios.
6.Nasdaq × Kraken: Tokenized Stocks Enable 24/7 Trading
On March 9, Nasdaq announced a partnership with the cryptocurrency exchange Kraken to launch tokenized stocks on the Kraken platform, enabling 24/7 trading and partially bypassing traditional brokers like Charles Schwab. At the same time, institutions such as the Federal Reserve confirmed that tokenized securities would receive the same legal treatment as traditional securities, and Kraken also gained access to the Fed's payment rails.
The community has mixed views on the significance of this partnership. Some believe it will drive the gradual migration of trillions of dollars worth of assets to the blockchain, marking a key milestone in the transition of traditional finance to the crypto system. Others point out that the related products still need approval from the Securities and Exchange Commission (SEC) and still rely on the DTCC's clearing system, making it more of an evolutionary process rather than a complete upheaval. There is also a technical perspective emphasizing that infrastructure protocols like Chainlink will play a critical role after assets are tokenized, allowing deep interaction with the DeFi ecosystem.
Summary of Different Views:
Revolutionary Potential: Global investors can engage in 24/7 trading, and settlement times have shortened from T+2 to seconds.
Gradual Evolution: Control still lies with Nasdaq, and full implementation is expected by 2027.
Technical Integration: Oracles and on-chain infrastructure will serve as key bridges connecting traditional finance and DeFi.
Overall, the traditional finance system's T+2 settlement mechanism is inefficient, while tokenized assets are expected to significantly improve settlement speeds. However, until regulatory and infrastructure compatibility issues are addressed, the integration of crypto finance and traditional finance will remain a gradual process. Additionally, the on-chain movement of large-scale funds may exacerbate market volatility, necessitating caution against potential systemic risks.
II. Mainstream Ecosystem Dynamics
【ETH Ecosystem】
1. Vitalik: EF Stakes 72000 ETH with DVT-lite to Promote Decentralized Staking
The Ethereum Foundation (EF) announced the staking of 72000 ETH using DVT-lite technology. Vitalik stated that the core goal of the project is to simplify the distributed staking process through "one-click deployment," such as deploying using Docker or Nix images and automatically completing steps like node discovery, network configuration, and DKG (Distributed Key Generation). The foundation hopes to lower the barrier for institutions to participate in ETH staking without needing to build complex infrastructure themselves.
The community widely views this move as a significant signal to promote Ethereum's decentralized staking. Some commentators believe that simplifying the technical process will allow more ordinary users and institutions to participate in node operation. Others have pointed out that this is actually a response to the "decentralization" trend brought about by the increasing complexity of infrastructure in recent years. As the community puts it: "Describing running infrastructure as a complex task that only professionals can handle is in itself a narrative of decentralization that we must confront head-on."
In the long run, lowering the barrier to entry is expected to expand the distribution of validating nodes, further enhancing the decentralization of the Ethereum network.
2. EF Bug Bounty Maximum Reward Increased from $250,000 to $1,000,000
The Ethereum Foundation has announced that it is raising the maximum reward for its bug bounty program from $250,000 to $1,000,000 to attract more security researchers to participate in protocol security audits.
The community generally sees this adjustment as a significant signal to strengthen protocol security incentives. Some commentators believe that a higher reward can attract top security researchers to participate in audit work. Others have pointed out that this, to some extent, provides an incentive mechanism for potential black hat attackers to turn to white hat. As one comment puts it: "Now we are finally starting to take security issues seriously."
Increasing the reward ceiling is expected to attract more high-level security experts to join the ecosystem, thereby enhancing the overall security and robustness of the Ethereum protocol in the long term.
3. Zora to Launch Trends Feature for Base
Zora plans to launch the Trends feature on its App and .co website, running on the Base chain and integrating with existing creator tools. The feature will only charge a 1 bps fee in the first month, allowing users to associate newly published content with any trend tag and display it in a separate area on their personal page. Meanwhile, the Zorb icon is also set to make a comeback, and the platform's overall usage rate remains stable.
The community generally interprets this update as a strategic adjustment for Zora's return to the Base ecosystem. Some commentators believe that this change fixes the issues caused by frequent product direction changes earlier in the year. Others bluntly state that the previous strategic shift has caused significant turmoil for users and the team. Some users even express that after experiencing the previous "betrayal," they are no longer considering returning to the Zora platform.
Overall, the Trends feature may rekindle Zora's attractiveness in the Base creator ecosystem through low-fee experimentation and closer product integration. However, after experiencing previous strategic swings, the platform still needs time to rebuild community trust.
4.Ethereum Frontier Era Contract Archaeology: 1650 Contracts Still Holding 38,000 ETH
Researchers scanned 12,609 early contracts from the Ethereum Frontier era and found that 1650 contracts still hold over 38,000 ETH, with these funds potentially permanently locked.
Some of the cases are quite historic: for example, a dice game contract still holds 122 ETH; a pyramid scheme project still has 136 participants awaiting payment; and another timelock contract, due to a logic inversion issue, has funds that cannot be withdrawn until a certain future time point. Researchers have now published 16 related proofs and plan to fully document all early contracts.
The community generally views this research as an "on-chain archaeology" of Ethereum's early history. Some commentators believe that this type of scanning work is highly valuable; others have stated that they have conducted similar studies on BSC and described the process as "like entering an endless rabbit hole."
These findings not only reveal funds issues left behind by early smart contracts but may also drive the systematic organization of blockchain historical records and provide references for future lost asset recovery mechanisms.
5.EIP-8183: Agent Business Standard Prototype - Discovery, Transaction, and Reputation Loop
EIP-8183 proposes a set of standards for AI Agent business activities and task collaboration, but does not include a payment mechanism. Its design goal is to form a complete on-chain business loop: Discovery (ERC-8004) → Business Collaboration (EIP-8183, compatible with payment protocols like x402) → Reputation System (ERC-8004) → Rediscovery.
The proposal has been opened to the open-source community, inviting developers to participate in improvement and encouraging ecosystem contributions of related tools and services.
The community generally sees this as a significant signal for Agent economic infrastructure. Some commentators believe that when combined with on-chain payment primitives, it can drive true "trustless commerce"; others have pointed out that the Agent system still needs mechanisms like legal arbitration. For example, there are teams researching how to integrate arbitration protocols like Kleros into this standard.
In the longer term, EIP-8183 could provide a unified standard for on-chain business activities between Agents, thereby driving the formation of a larger-scale Agent supply-demand network.
【Solana Ecosystem】
1. Jupiter Launches Global Bank Direct Connection: Covering 180+ Countries
Jupiter has launched native bank deposit and withdrawal functionality in the JupGlobal App. Users can transfer funds from a bank account to a crypto wallet or withdraw from a wallet to a bank account covering over 180 countries and 15 local currencies on the same day. This functionality is primarily achieved through local bank payment rails.
The community widely views this as an important step in further integrating the fiat system with on-chain finance. Some commentators believe that the user experience is approaching traditional financial services; however, some also point out that the service still requires full KYC and has a fee structure similar to payment gateways like MoonPay.
Overall, this functionality is expected to lower the barrier for users to enter the Solana ecosystem, accelerating the movement of fiat to on-chain assets.
2. DoubleZero has Onboarded 45% of Solana Staking Volume
The DoubleZero network has currently onboarded over 45.54% of Solana's staking volume, although the project has not yet made an official announcement.
The community widely perceives this adoption rate to far exceed expectations. Some commentators look forward to the project entering a larger growth phase, while others note that this progress has not yet been reflected in the market price.
As a new generation of network infrastructure, DoubleZero aims to enhance Solana's network bandwidth and reduce latency. If its architecture runs stably, it could become a key foundational layer for future high-performance blockchains.
3. Phantom Perps Launched, Crude Oil CL Ranks Top Three in Trading
Following the launch of Phantom's perpetual contract trading feature, the most actively traded contracts currently are BTC, CL (Crude Oil), and SOL. A new narrative has emerged in the market: 1 SOL can be used for various scenarios, such as posting X posts, buying coffee, powering an AI Agent, trading gold, silver, and even crude oil.
The community generally sees this phenomenon as a signal of cryptocurrency derivatives expanding to traditional assets. Some commentators believe the market is entering an "everything season," where all assets can be traded on-chain.
By expanding trading to traditional commodities, Phantom may further blur the boundary between crypto assets and the commodity market, driving the development of a 24/7 market structure.
4. Eugene Chen: Oil Price Weekend Gap Exposes On-Chain Perpetuals Mechanism Flaw
Researcher Eugene Chen pointed out a structural issue with on-chain perpetual contracts when dealing with non-24/7 assets (such as gold or oil). Due to weekend market closures, on-chain markets often handle price gaps through an Auto-Deleveraging (ADL) mechanism, making the actual payout structure more akin to "Covered Call Options."
The ADL, originally intended as an extreme risk management measure, has in this scenario become a common occurrence. In contrast, Binary Options, due to their defined maximum loss, may be perceived as safer.
The community widely sees this discussion as unveiling a key challenge in on-chain derivative design. Some agree on the advantages of Binary Options, while others suggest that prediction markets could be an alternative.
This exposure may drive derivative design innovation, such as financial product structures better suited for non-continuous assets.
【Base Ecosystem】
1. Coinbase Launches Crypto Derivatives Trading in Europe
Coinbase has officially launched crypto derivatives trading in Europe, including futures products similar to perpetual contracts and fixed maturity contracts.
The community widely views this as a sign of the gradual globalization of the crypto derivatives market. Some call it a "significant advancement" and look forward to further liquidity growth.
This move may bring more institutional-grade liquidity to the European market and drive the internationalization of crypto derivatives trading.
2. Base Batches 003 Application Deadline Approaching
The application deadline for the Base Batches third-phase accelerator program will be at 14:59 pm Beijing time the next day. The program provides project teams with professional mentorship, up to $50,000 in funding, and an opportunity to travel to San Francisco for networking, focusing on supporting projects combining AI with on-chain applications.
The community generally sees this as a signal of accelerated development in the Base ecosystem. Many developers have already submitted their applications and express their anticipation to further discuss collaboration with the Base team.
This program is expected to nurture more innovative projects combining AI with On-chain, bringing a new developer community to the Base ecosystem.
3. x402 Payment Protocol: Erik Voorhees Becomes First Builder Case Study
Base is launching the Builder Stories series, with the first piece focusing on how Erik Voorhees used the x402 protocol to build his business. x402 is seen as Base's native payment standard for the AI era.
The community widely believes that this means x402 has started to enter real-world business scenarios. Some developers have also shared their entrepreneurial stories on Base and encouraged more Builders to join.
As infrastructure like x402 matures, Base may become a key platform for AI Agents to conduct on-chain transactions.
4.LI.FI Launches Agentic Quant Wars
LI.FI has launched the "Agentic Quant Wars," where 5 AI Agents each hold 1000 USDC and will engage in real trades on Base, Solana, and Ethereum within 7 days. The entire process is viewable in real time and supported by Circle.
The community generally views this activity as an experiment in AI Agent trading capabilities. Some users have even started to "bet" on their favored Agent.
If the experiment results are compelling, such activities could become important cases for showcasing an Agent's potential in the capital markets and further driving the development of Agent business standards.
【Perp DEX Ecosystem】
1.Bloomberg: Hyperliquid Emerges as the Crude Oil Leveraged Trading Hub
Bloomberg reports that amid intensified oil price fluctuations, Hyperliquid has become one of the main platforms for traders to engage in leveraged trading of crude oil.
The community broadly regards this trend as a significant signal of the crypto market expanding into traditional commodity markets. Some commentators believe that the future market will enter a "trade any asset, any time" mode.
If this trend continues, Hyperliquid may become a crucial infrastructure for a global 24/7 leveraged trading market.
2.ZCASH Spot Trading Goes Live on Hyperliquid
Hyperliquid has launched ZCASH spot trading with support for deposits and withdrawals. Currently, only unshielded addresses are supported.
The community generally sees it as a signal of further diversification of platform asset types. Some users are excited about privacy coin transactions, while others are calling for the listing of Monero. In the case of only supporting transparent addresses, this feature may to some extent balance privacy needs with platform compliance requirements.
3. Lighter Introduces Partner Attribution Mechanism
Lighter has introduced the Partner Attribution feature, allowing integrators to set a maximum fee of 10 bps to enable revenue sharing. The platform has already partnered with multiple external teams and plans to soon announce the list of partners.
The community widely believes that this provides a new path for commercialization at the infrastructure layer. Some commentators praise its low fees and zk verification mechanism, while others see its model as similar to Hyperliquid.
This mechanism may encourage more developers to build applications on Lighter, further expanding the Perp DEX ecosystem.
【Prediction Market】
1. Kalshi × XP: Prediction Market Enters Brazil
Prediction market platform Kalshi has partnered with Brazil's largest brokerage firm, XP, to introduce prediction market products to the Brazilian market. XP has millions of brokerage account users.
The community generally believes that this marks the beginning of prediction markets expanding to international markets. Some commentators express concerns about regulation and corruption risks, while others are excited about new market opportunities.
If the partnership progresses smoothly, the prediction market is expected to reach millions of new users and accelerate global adoption.
2. banteg: MCP Is Over-Engineering, CLI Tools Are More Effective
Developer banteg suggests that when building the AI Agent tool, there is no need to rely on the Model Context Protocol (MCP), as homemade CLI tools are often more efficient. CLIs can handle large response data, simply providing an "escape hatch" for the Agent to run any script, rather than continuously adding complex interfaces.
The community broadly agrees that CLIs are already sufficient for most scenarios, while some point out that MCP is more suitable for applications requiring long-term state management.
This discussion could drive Agent development back to simpler toolchains, such as command-line and script systems, reducing unnecessary engineering complexity and improving development efficiency.
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