In 2026, the internet capital market is undergoing a structural shift in the United States, driven by regulatory breakthroughs such as the GENIUS Act and joint SEC/CFTC guidance, as well as institutional practices like J.P. Morgan and State Street executing real transactions on Solana. This accelerates the formation of a new capital market based on public blockchains. Asian institutions face a limited strategic window and must adopt a phased, pragmatic approach based on local regulatory maturity.

This article explores how the convergence of robotics, crypto, and AI is driving the agent economy. Virtuals introduces the ACP protocol, Butler trading assistant, Unicorn launch platform, and SeeSaw data collection system, demonstrating a future of human-AI-machine collaboration. The agent economy is expanding from on-chain to real-world applications, ushering in a new era of automated work.

According to Onchain Lens, a whale address created a new wallet, deposited 630k USDC into HyperLiquid, and opened a 10x leveraged short position of 2.9 million XRP. This bearish move signals a negative outlook on XRP's short-term price and carries significant liquidation risk.

According to Onchain Lens monitoring, a wallet address '0xD04' linked to Ethereum co-founder Vitalik Buterin has transferred 7,000 ETH (worth approximately $11.06 million) to a newly created address. Based on the address's historical transaction records, this ETH is very likely to be deposited into a centralized exchange (CEX) subsequently. Previously, the same wallet transferred 1,300 ETH (worth about $31.6 million) to Paxos, which were later deposited into an exchange. The wallet currently holds 20,001 ETH (worth approximately $31.6 million). The whale movement has drawn market attention to potential selling pressure.

While Bitcoin prices continue to fall and retail investors panic-sell, Wall Street institutions are seizing the opportunity to invest heavily in crypto financial infrastructure. Invesco has filed for a tokenized fund, Kraken is in talks to acquire Aave, Circle has partnered with Nomura to advance stablecoin cross-border settlements, and SBI has acquired Bitbank to build a full-stack financial group. These actions are driven by regulatory clarity and technological maturity, not short-term price swings, signaling a systemic transfer of crypto infrastructure ownership from crypto natives to traditional financial institutions.

The article analyzes the development and trends of internet capital markets in 2026. It points out that the US is promoting the formation of a new capital market based on public blockchains through regulatory breakthroughs (e.g., the GENIUS Act, joint SEC/CFTC guidance) and institutional practices (e.g., J.P. Morgan and State Street conducting real transactions on Solana). Asian institutions face a strategic window and should adopt a phased, pragmatic approach based on local regulatory maturity.

据Onchain Lens监测，某地址创建新钱包，向HyperLiquid存入63万枚USDC，并以10倍杠杆开设290万枚XRP的空单，显示巨鲸对XRP后市看空情绪。

According to Onchain Lens monitoring, a wallet linked to Vitalik Buterin (0xD04) has transferred 7,000 ETH (~$11.06M) to a newly created address. Based on historical patterns, the funds are likely to be deposited into a centralized exchange. The same wallet previously moved 1,300 ETH to Paxos and currently holds 20,001 ETH (~$31.6M). The movement adds to market speculation about potential selling pressure from Ethereum co-founder related entities.