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According to Odaily, Zach Pandl, Head of Research at Grayscale, stated that the current tokenization market is still in its early stages, with a scale of about $27 billion, accounting for only approximately 0.01% of the global capital market. However, it is expected to grow to nearly $19 trillion by 2033. The development of the tokenization market will advance in phases, with investment opportunities being "released gradually." In the early stage, permissioned networks likely dominated by institutions, such as Canton Network, are expected to gain traction; in the medium term, a hybrid model may emerge, and networks with subnet architectures like Avalanche are set to benefit; in the long run, Ethereum could become the foundation for global decentralized finance, although its adoption pace may be relatively slow. (CoinDesk)

Glonghui April 1｜Goldman Sachs stated in its latest research report that the artificial intelligence (AI) adoption rate among U.S. companies is 18.9%, and is expected to rise to 22.3% within the next six months, marking the AI adoption entering a “steady growth phase.” Goldman Sachs analysts Dong and others released the “AI Adoption Tracking Report” on March 31, which covers dimensions such as AI adoption rate, AI investment, as well as the impact on the labor market and productivity. According to the report, AI investment remains in a high-speed growth cycle; the impact of AI on employment is limited, but structural effects have begun to emerge; productivity improvements are already starting to show. Goldman Sachs pointed out that AI-related investment continues to be robust, especially in semiconductors. Analysts expect global semiconductor revenue to increase by 49% from current levels by the end of 2026. By the fourth quarter of 2026, AI-related hardware revenue is projected to exceed $700 billion.

Glonghui April 1｜U.S. gold stocks continued to rise in pre-market trading, with Harmony Gold up over 6%, Newmont Mining up over 4%, and IGO up nearly 4%.