The latest report from the Cardano Foundation shows that its asset structure is shifting from reliance on ADA toward more diversified allocations. By the end of 2025, the ADA share is expected to fall to 51.6%, while the Bitcoin share increases to 25.5%. Total assets amount to CHF 287.5 million, down by about 45% compared with the end of 2024. The reserve system will move from a single token to a more diversified configuration.

ARK Invest founder Cathie Wood says Bitcoin has entered a mature phase, and that the large drawdowns of the past may be behind us— even a future 50% pullback would be considered progress. She noted that Bitcoin has grown into a mature monetary system and asset class.

This week, Nakamoto Holdings sold part of its Bitcoin to maintain operations, drawing market attention. Analysts noted that digital asset management companies that rely on asset accumulation face pressure, while Japan’s Metaplanet continues to steadily increase its Bitcoin holdings, showing a firm buying strategy. Market developments still need to be monitored regarding the company’s operations and capital allocation.

GoPlus announced on April 3 that SafuSkill would launch the Launchpad feature, aiming to build the underlying infrastructure for issuing AI Skills and generating revenue. This feature integrates the marketplace, a token launchpad, and a rewards system. It supports developers in issuing Skill tokens and connecting them to liquidity pools, providing security safeguards and enabling reward withdrawals. SafuSkill is intended to help AI Skills shift toward asset-like characteristics and to promote the growth of the Skill Economy ecosystem.

In 2026, the private credit market faces liquidity pressure. Investor redemption demand is high, but actual settlement falls short of half, and multiple institutions have initiated redemption restrictions. Market tension and sentiment worsen, default rates hit a record high, and problems with asset structure are pronounced. Blockchain attempts have failed to improve liquidity, and macro pressures have struck borrowers. Overall, private credit could become a source of systemic risk.

In 2026, the asset composition of U.S. residents saw a significant shift. The proportion of stock market–linked assets rose to a record high, and household wealth became increasingly dependent on the capital markets. However, as the market environment changed, major stock indexes generally weakened, geopolitical tensions intensified market volatility, and consumer spending may be affected, thereby weighing on economic growth. Future trends will require monitoring the market’s ability to absorb adjustments and the impact of external shocks.

The NFT market is undergoing a restructuring, and a small number of projects such as Pudgy Penguins and Doodles are shifting from speculation to sustainable brand operations, demonstrating their ability to convert to real businesses. The industry is clearly diverging; NFT projects that rely on scarcity are losing their appeal, and a complete business model needs to be built. Game mechanics are also shifting from “Play-to-Earn” to “Play-to-Own,” emphasizing asset ownership. The trend of tokenizing NFT IP is gaining traction, but there are risks of fragmented governance and declining loyalty. Going forward, projects that can establish genuine demand and form a closed-loop business cycle are more likely to survive.

Gate News message, April 3, Alibaba released a newly upgraded Wan2.7-Video video generation model. The model covers four major functional modules: text-to-video, image-to-video, reference-to-video, and video editing, expanding AI capabilities from generating from a single asset to end-to-end creation.

On April 2, the total net outflow from Ethereum spot ETFs was $71,168,800, including a outflow of $46,663,500 from BlackRock’s ETHA and an outflow of $16,803,900 from Grayscale’s ETHE. The total net assets currently amount to $11.699 billion, with an ETF net asset ratio of 4.69%.

Gate News message, on April 3, the crypto wallet app Leap Wallet announced that it will stop operating on May 28, and users need to complete asset migration as soon as possible. The shutdown scope includes: Compass Wallet (browser extension, iOS and Android versions), Leap WebApp, Swapfast, Leap Cosmos Hub validator nodes, and Leap Cosmos