Bit刀小刀

The two coins dark and troll in alpha look quite good
There might be a rebound for dark
troll needs a pullback

I really don't understand this coin layer, it has increased 5 times in 3 months, regardless of whether the market is good or not, it keeps rising, and I haven't seen much news about it, just like INJ in the last bull market, which no one talked about but just kept rising.

Interest rate cuts will happen in 67 months, the copycats can no longer hold back, the old copycats from the last round have started to rally, in the crypto circle, new is preferred over old, this round's main line is still the Solana system, ETH is the narrative from the last round.

In the context of the integration of Web3 and AI, privacy computing has become the core infrastructure of the digital age. Decentralized Confidential Computing (DeCC) ensures data privacy and computational correctness through cryptographic technologies without relying on centralized hardware (such as TEE). Fully Homomorphic Encryption (FHE), as the core technology of DeCC, can achieve arbitrary universal computation in an encrypted state and is considered the ultimate solution for privacy computing.
1. What is DeCC?
Traditional confidential computing relies on TEE (such as Intel SGX), but there are risks of centralization and difficulties in integrating with Web3. DeCC achieves trustless privacy computing through cryptographic means (such as MPC, ZKP, FHE). FHE is the only technology that supports universal computation in an encrypted state, becoming a key pillar of DeCC.
2. Core Value of FHE
Black-box Computing Environment
FHE allows computing nodes to process data without decryption, preventing data leakage and addressing issues such as centralized server snooping, plaintext operation on-chain, and trust in multi-party cooperation.

Verifiable Results
FHE combined with ZKP ensures that the results of encrypted computations are valid and have not been tampered with, suitable for scenarios such as financial settlement, collaborative training, and DID verification.

3. FHE + HTTPZ: Zero Trust Computing Internet
HTTPZ is a conceptual zero-trust transmission protocol that combines FHE, ZKP, and E2EE to achieve end-to-end encryption from transmission to computation. FHE ensures end-to-end computational security, keeping the AI inference process in an encrypted state, constructing a “secure computing internet.”
4. Application Scenarios
DeFi Risk Control: Running risk control models on-chain in an encrypted manner to protect user data privacy.

Multi-party AI Training: Institutions encrypt and share data for collaborative model training on-chain.

Encrypted AI Assistant: User inquiries and AI inference are encrypted throughout, ensuring privacy.

5. Challenges and Trends
Challenges: FHE has slow computational performance, high development thresholds, and standardized protocols (such as HTTPZ) are still immature.

Trends: Projects like Zama and Aleo are promoting the application of FHE, and the DeCC framework is gradually improving.

Conclusion
FHE is the core engine of DeCC, constructing a trustless privacy computing network through universal computation in an encrypted state. It is not only the infrastructure for the integration of Web3 and AI but will also drive the future “intelligent and controllable” Agentic World, becoming the “operating system” of privacy computing.

Has the cow returned? Everyone knows that interest rates are expected to drop in the second half of the year, and if most people think so, then it's likely to go the opposite way, after all, this is a game of victory for the minority.

Do you remember the double top from the last bull market? This time BTC rebounded from 74,000 to 87,000, and the pattern has already tested the top once. The second top is very likely to be tested in the second half of the year. The delayed interest rate cuts are causing BTC to struggle to rise, while gold continues to reach new highs.

The tariff knife has stabbed the global supply chain, raising concerns that the U.S. economy may not withstand it, and high inflation could drag the world into recession.

Federal Reserve Chairman Powell said last Friday to 'wait and see,' indicating he is not in a hurry to cut interest rates, which has left the stock market even more uncertain. Today, both the cryptocurrency market and stocks are rapidly declining, with BTC dropping below the 80,000 mark. Will U.S. stocks directly trigger a circuit breaker at the opening today?

The second round of voting for new tokens has begun, with a total of 12 tokens participating. I personally believe that GRASS has a high chance of winning, as it is a leading project in the depin concept. Secondly, BIGTIME, which has previously launched contracts but hasn't yet launched the spot market, has indeed done well in attracting new users in the gaming concept.

The U.S. Treasury and other federal agencies will disclose their holdings of Bitcoin and other crypto assets on April 5. It will also be clarified whether XRP, Solana, and Cardano will be included in the national digital asset reserves.

Participating in new wallet launches brings benefits; if I had participated every time, I would have earned around 1000U by now. This is only in a little over a month, and it feels a bit like the IDOs from the last bull market.

Yesterday, the total net outflow of Ethereum spot ETFs was $3.2109 million, with none of the nine ETFs seeing net inflows.
Capital outflow, please pay attention to risks.
Tomorrow, there will be the weekly initial jobless claims from the United States, which will bring volatility to the market.