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ChainCatcher reports that Electric Capital's latest research reviewed 501 real-world sources of yield and found that only 34 of them have on-chain scale exceeding 50 millions USD, mainly concentrated in US Treasury bonds, private credit, and corporate bonds. The remaining 93% are blocked by seven major obstacles, including legal structures and physical integration issues. The report points out that distribution channels are the biggest bottleneck. Among 35 non-stablecoin RWA assets with on-chain yield, only two have more than 2,000 holders, and the leading assets are highly concentrated. Taking BlackRock's BUIDL as an example, the top ten holders control 98% of the supply.

格隆汇 March 23｜According to Fast Technology, autonomous vehicles are essentially artificial intelligence supercomputers on wheels. Recently, Micron Technology CEO Sanjay Mehrotra publicly stated after the company released its quarterly financial report that as automakers gradually launch L4-level autonomous vehicles, the memory capacity required for future cars will exceed 300GB. This news has surprised many, as it suggests that the memory demand for cars may surpass that of mobile phones and computers. According to Register, Micron's second quarter 2026 financial report showed outstanding performance, with revenue reaching $23.86 billions, a 200% surge compared to $8.03 billions in the same period of 2025. While AI infrastructure construction brings substantial profits, Micron is accelerating capacity expansion to ease supply pressure. Currently, the company plans to set up new wafer plants in Japan and the Eastern Eight District, and is building a "super wafer plant" in New York, USA. These projects are expected to begin production between 2028 and 2029. In addition, Micron plans to increase capacity by 20% in 2026 to further alleviate the current tight supply and demand situation for memory chips. Even so, Mehrotra predicts that a huge new market for high-speed memory will emerge in the future—autonomous vehicles. At present, mainstream cars require only about 16GB of memory, but L4-level autonomous vehicles need over 300GB of memory mainly because their AI systems must process massive amounts of road condition data in real time.

PANews reported on March 23 that, in response to community rumors about the significant impact of the Resolv Labs stablecoin security incident on Morpho, Morpho co-founder and CEO Paul Frambot clarified on the X platform that this incident did affect USR and related assets (such as RPL), and also impacted lending markets that use them as collateral. However, among approximately 500 Morpho Vaults with deposits exceeding $10,000, only about 15 vaults have substantial exposure (over $10,000) to the affected markets. These impacted vaults are mainly positioned for high-risk strategies and use long-tail collateral assets, while other vaults without relevant exposure (including low-risk Prime Vaults) have not been affected. Paul Frambot advised users to continue monitoring communications from Resolv Labs and related Curators for the latest updates on specific vault risk exposures.