Odaily News According to news, Michael Saylor, founder of the Bitcoin treasury company MicroStrategy, has once again released information related to the Bitcoin Tracker. Based on previous patterns, MicroStrategy typically discloses its Bitcoin accumulation information on the day following the release of such related news.

Odaily News ANZ Bank analyst Soni Kumari stated that gold will initially react positively tomorrow, however, as the situation develops, some intraday pullbacks may occur. But our overall view remains unchanged; we are still bullish on gold. The geopolitical landscape this year is very different, with tensions being more intense. There may also be macro impacts following this Iranian attack, especially if oil prices rise significantly. (Jin10)

Odaily News As Iran launched missiles at US military bases in Gulf cities, airlines suspended flights, and oil tankers carrying oil and other products halted transit through the Strait of Hormuz, the situation has become more chaotic. Rong Ren Goh, Portfolio Manager at the Fixed Income team of Eastspring Investments, stated that tail risks in the Middle East have increased. The market will repricing, shifting from a geopolitical shock to a regime risk shock and a prolonged conflict, rather than just retaliatory actions, unless Iran expresses willingness to negotiate. Analysts believe a greater risk lies in market complacency. The market has been assuming the conflict's impact will be limited and has been dismissive of comparing this conflict to the 1979 Iranian regime change. Barclays analysts said history strongly suggests not to chase rallies when conflict breaks out, but rather to "sell the news." However, the concerning part is that investors have now become accustomed to the "sell the news" mentality and may underestimate the risk of the situation spiraling out of control. It is advised not to immediately buy any dips. If the stock market correction is sufficiently large, such as the S&P 500 falling more than 10%, then a buying opportunity may emerge. But not yet. (Jin10)

According to Ole Hansen, Head of Commodity Strategy at Saxo Bank, there is no doubt that the US-Israel military action against Iran is a concerning escalation that will prompt investors to flock to precious metals and the energy sector. No one can predict the exact magnitude of the impact, but given last week's momentum, I wouldn't be surprised if gold hits a new all-time high. (Jin10)

Odaily News Tim Waterer, Chief Market Analyst at KCM Trade, stated that demand for gold may be higher than usual when markets open on Monday. Considering risks such as how long the conflict might last, which other countries could become involved, and inflation concerns, gold is expected to reassume its role as the preferred safe-haven asset. Stock markets and other risk assets may face selling pressure, as investors seek the best place to park their funds, and gold is likely to top that list. (Jin10)

Odaily News: Iranian Foreign Minister announced that a new Supreme Leader could be chosen within one or two days, and a regime change is impossible. Iran has no intention of closing the Strait of Hormuz at this stage, nor does it plan to disrupt navigation there. (Jin10)

Odaily News According to Onchain Lens monitoring, a wallet created 7 months ago withdrew 384 PAXG from Binance, worth $2.07 million.

Odaily News On the afternoon of March 1 local time, the Public Relations Department of the Islamic Revolutionary Guard Corps of Iran issued Announcement No. 7. The announcement stated that the US Navy's aircraft carrier "USS Abraham Lincoln" was attacked by four ballistic missiles from Iran. (Jin10)

Odaily News According to on-chain data platform Arkham Intelligence, SpaceX currently holds approximately 8,285 Bitcoin in its Coinbase Prime custody account, valued at around $545 million at the latest price. This represents a decrease of approximately $235 million from the valuation of about $780 million three months ago. The company has not reduced its holdings during this period. SpaceX is planning to submit a confidential IPO application to the U.S. Securities and Exchange Commission (SEC) as early as March, aiming to go public in June with a potential valuation exceeding $1.75 trillion and a fundraising scale of up to $50 billion. If successful, this would surpass the $29 billion IPO record set by Saudi Aramco in 2019. Data shows that the company's Bitcoin holdings have remained relatively stable at around 8,300 BTC since early 2026. However, due to the pullback in BTC price, the book value has experienced significant fluctuations. At the end of 2021, its BTC holdings peaked at nearly $2 billion, then declined during the 2022 bear market, and have fluctuated between $400 million and $800 million over the past two years.

Market observers point out that once the S-1 filing is submitted, SpaceX will need to disclose its exposure to related crypto assets. Future financial reports may also reflect the risk of paper gains and losses caused by Bitcoin price volatility. Tesla has previously drawn market attention multiple times due to similar paper value fluctuations. However, on-chain data does not indicate any active trading behavior by SpaceX. Compared to Tesla, which has engaged in buying and selling operations, SpaceX appears to favor a long-term holding strategy. (CoinDesk)

Odaily News As regulators intensify their crackdown on illicit crypto-related fund flows, Tether has frozen $4.2 billion worth of USDT over the past three years. (Cointelegraph)

Odaily News According to Iggy Ioppe, former Chief Investment Officer of Credit Suisse, during the period from the close of CME Group gold futures at 17:00 (Eastern Time) on Friday until their reopening at 18:00 on Sunday, almost all publicly visible gold price formation occurs in on-chain markets. He pointed out that during this window, regulated futures markets are suspended, and while over-the-counter (OTC) trading in Asia remains active, it lacks transparency. Therefore, tokenized gold assets such as PAX Gold (PAXG) and Tether Gold (XAUt) become the only continuously tradable public markets. "From the perspective of publicly visible price formation, on-chain markets account for almost 100% of weekend price discovery." When CME trading resumes, futures prices typically align with the volatility that has already occurred in on-chain markets.

Data shows that the market capitalization of tokenized gold has risen to $4.4 billion, with approximately $2.8 billion added in the past year, representing a growth of 177%, far exceeding the performance of most physical gold ETFs. The total trading volume for 2025 was about $178 billion, with a single-quarter peak in Q4 exceeding $126 billion. In terms of trading volume, it is second only to SPDR Gold Shares. Against the backdrop of escalating geopolitical tensions following U.S. airstrikes on Iran on Saturday, tokenized gold prices rose, with XAUt briefly breaking above $5,450 and PAXG approaching $5,536, while Bitcoin and Ethereum simultaneously declined. Current major participants include market makers, cross-market liquidity providers, and crypto-native macro traders, who utilize tokenized gold for arbitrage, collateral, hedging, and yield strategies. Some institutions also monitor weekend on-chain gold trends to assess "gap risk" before the CME opens, but they largely view it as a reference signal rather than a direct basis for establishing positions. (Cointelegraph)

Odaily News MANTRA issued a final reminder regarding its token upgrade on platform X. It stated that the upgrade will be executed on March 3rd, including a token code rename and a token split at a 1:4 ratio. If users hold OM on the MANTRA Chain or on exchanges supporting this upgrade, no action is required. The upgrade will be completed automatically, wallet balances will be updated to reflect the new token code, and the token quantity will increase according to the 1:4 split. If users still hold OM on Cosmos ecosystem chains (such as Stargaze, Osmosis, etc.), they may not receive the 1:4 repricing. The official reminder advises users to transfer their OM tokens to the MANTRA Chain via the IBC bridge as soon as possible.

Odaily News According to Coinglass data, out of the 13 historical "March" periods for Bitcoin since 2013, 6 ended with gains and 7 with losses. The largest gain occurred in March 2013, with a monthly increase of 172.76%; the largest decline happened in March 2018, with a monthly drop of 32.85%. From 2013 to the present, the average return for Bitcoin's "March" periods is 11.28%, with a median return of -1.55%.

Out of the 11 historical "March" periods for Ethereum since 2016, 8 ended with gains and 3 with losses. The largest gain occurred in March 2017, with a monthly increase of 214.11%; the largest decline happened in March 2018, with a monthly drop of 53.79%. From 2016 to the present, the average return for Ethereum's "March" periods is 17.07%, with a median return of -9.33%.

Odaily News: OpenAI founder Sam Altman released a summary of the latest AMA. In response to what would happen if the U.S. government attempted to nationalize OpenAI or other AI projects, Sam Altman stated that he cannot predict the outcome. While it might be more appropriate for the government to lead the construction of AGI in the long run, based on the current development trajectory, nationalization is not highly likely. However, he emphasized that establishing a close cooperative relationship between the government and AI enterprises is "extremely important." People are accustomed to the "safeguards" at the security level but often underestimate the enormous investment and effort required behind them. He believes this is generally a good thing but still requires more respect and understanding.

Odaily News Nasdaq-listed TRX treasury company Tron Inc. disclosed that it has purchased an additional 176,081 TRX tokens at an average price of $0.28. Its total TRX treasury holdings have now exceeded 684 million tokens.