Odaily News According to 10xResearch in its latest WeeklyCryptoKickoff report, crypto market positions have been significantly cleared, with funding rates dropping to lower percentile ranges and implied volatility resetting. However, overall liquidity remains fragile, with limited structural capital inflows.
The report noted that the U.S. 10-year Treasury yield has fallen below 4%, ETF flows briefly turned net positive, and options traders are building two-way exposure around key March events. The content covers Bitcoin and Ethereum derivatives positioning, volatility trends, capital flows, market sentiment, ETF and stablecoin fund flows, as well as expected trading ranges and relevant market catalysts for the next 1 to 2 weeks.
Odaily News According to data from the Polymarket website, the probability of "the Iranian regime collapsing before June 30" has risen to 49%, with trading volume nearing $4 million.
Previously, US President Trump stated that if Iran launches an attack, the US will respond with unprecedented force.
According to the latest data from Gate, the price of gold has risen to $5,368.21 per ounce, with an intraday increase of 1.32%. The price of silver has increased to $95.002 per ounce, with an intraday decrease of 0.20%.
The latest quote for BVIX (BTC Volatility Index) is 56.60, with an intraday increase of 2.06%. The latest quote for EVIX (ETH Volatility Index) is 72.52, with an intraday increase of 1.34%.
In the foreign exchange market, the US Dollar against Offshore Chinese Yuan (USD/CNH) has decreased by 0.06% intraday, with the current exchange rate at 6.87803. The US Dollar against Japanese Yen (USD/JPY) has increased by 0.40% intraday, with the current exchange rate at 156.519.
In the commodities market, WTI crude oil has decreased by 4.21% intraday, quoted at $71.89 per barrel. Brent crude oil has increased by 3.37% intraday, quoted at $73.46 per barrel.
Gate supports users in directly trading traditional financial market products on the platform, offering one-stop coverage of multiple asset classes including precious metals, foreign exchange, global stock CFDs, major indices, and commodities, achieving deep integration between crypto assets and traditional financial assets. Gate's TradFi-related features have been fully integrated into the Gate App and Web platform. Users can conveniently participate in global asset price trading without switching platforms, unlocking more strategies and opportunities beyond the crypto market, and continuously enhancing the diversified asset allocation experience.
Odaily News Arthur Hayes published an article stating that every US President since 1985 has initiated military actions against Middle Eastern countries, a practice that Trump also continued. He believes that the longer the US remains involved in the Iran situation, the higher the likelihood that the Federal Reserve will support related expenditures through interest rate cuts or monetary expansion, thereby providing support for Bitcoin's price.
Arthur Hayes also noted that it is currently unclear how long the US will maintain its involvement and the scale of related costs, and it is difficult to gauge its limits in withstanding geopolitical and financial market shocks. His trading strategy is to wait for a change in the Federal Reserve's policy before making any moves.
Odaily News JPMorgan analysts stated in their latest report that the U.S. crypto market structure legislation, the CLARITY Act, is expected to be approved by mid-year and could serve as a positive catalyst in the second half. The bill has already made progress in the House of Representatives, while the Senate is still reviewing it. It involves controversies such as stablecoin revenue-sharing arrangements and conflicts of interest for government officials.
The analysts noted that if the bill passes, it could bring clarity to the regulatory framework, shift the current enforcement-oriented regulatory approach, and impact tokenization and institutional participation. The report also listed potential effects, including easing compliance pressure on major tokens, supporting innovation, promoting secondary trading, allowing banks to custody digital assets, and advancing the tokenization of real-world assets. (TheBlock)
Odaily News X platform previously removed categories such as "financial products, cryptocurrencies" from the prohibited industry list in its "Paid Partnership Policy." X product lead and Solana advisor Nikita Bier posted stating that this change was an operational error, the related issue has been corrected, and mentioned his personal enthusiasm for prediction markets.
According to current page information, cryptocurrency-related promotional content still requires the "paid partnership" disclosure label. There were previously reports that cryptocurrencies and investment services were listed as categories not eligible for promotion.
Odaily News On March 2nd, the situation in the Middle East continued to escalate. Regarding casualties, Iran's Supreme Leader Khamenei and former President Ahmadinejad were killed in an attack. Trump claimed that 48 members of the Iranian leadership were killed and 3 US soldiers lost their lives, while Iran stated that the attacks resulted in 560 US military casualties. The US side indicated it had struck over 1,000 targets and destroyed the headquarters of Iran's Islamic Revolutionary Guard Corps, using B-2 bombers to attack missile facilities. Iran claimed to have launched multiple rounds of strikes and adjusted its senior military personnel. Affected by the conflict, international oil prices surged by $8 at Monday's opening, with Brent crude rising to $82.37 per barrel. US stock index futures opened more than 1% lower, while gold and silver opened higher across the board. (Jin10)
Odaily News On March 2, the situation in the Middle East continued to escalate. Regarding casualties, Iran's Supreme Leader Khamenei and former President Ahmadinejad were killed in an attack. The Iranian presidential office stated that President Ebrahim Raisi is safe. Trump claimed that 48 members of the Iranian leadership were killed and that three U.S. military personnel lost their lives; Iran stated the attack resulted in 560 U.S. military casualties.
The U.S. side claimed to have destroyed the headquarters of Iran's Islamic Revolutionary Guard Corps (IRGC), striking over 1,000 targets, and utilized B-2 bombers to attack missile facilities. Iran stated it had launched multiple rounds of strikes against U.S. and Israeli targets and appointed Ahmad Vahidi as the new commander-in-chief of the IRGC. Israel claimed to have eliminated several senior Iranian leaders and intensified its strikes. The UK, France, and Germany issued a joint statement concerning defensive action arrangements. Shipping and financial markets in multiple countries were affected. (Jin10)
Odaily News Vitalik posted on social media outlining the execution layer roadmap, with key adjustments focusing on the state tree and the virtual machine. Regarding the state tree, he supports upgrading the current hexary Merkle-Patricia tree to a binary tree structure based on more efficient hash functions via EIP-7864, aiming to shorten Merkle branch lengths and reduce verification bandwidth costs. Hash functions like Blake3 or the Poseidon family could be used. The binary tree scheme will also group storage slots into pages to lower the cost of accessing adjacent storage and reserve metadata bits for future state expiration functionality.
Regarding the virtual machine, Vitalik Buterin proposed the long-term direction of replacing the EVM, potentially adopting a RISC-V architecture. The new virtual machine needs to improve execution efficiency and proof efficiency, support client-side generation of ZK proofs, and simplify code implementation. The deployment path includes first replacing precompiled contracts, then supporting the deployment of new virtual machine contracts, and ultimately achieving backward compatibility while gradually replacing the EVM.
Odaily News Anthropic is reported to have launched a prompt tool for exporting ChatGPT memory data, helping users migrate historical memory information to its own model, Claude.
Public information indicates that users can export their memory data from OpenAI's ChatGPT by copying and pasting specific prompts, and then import it into Claude. Related discussions suggest this feature touches upon the user stickiness formed by ChatGPT's reliance on its memory mechanism.
The report also mentions that Anthropic was previously restricted from use by systems related to the U.S. Department of Defense, but the company's visibility has recently increased, topping some application charts. Currently, the compliance of this tool and the response from relevant platforms remain unclear.
Odaily News: EmperyDigital, a U.S.-listed Bitcoin treasury company holding 3,723 BTC, is embroiled in a shareholder dispute. Tice P. Brown, the third-largest shareholder with a 10.3% stake, has publicly demanded the resignation of co-CEO Ryan Lane and the board of directors. Brown also advocates for the sale of all the company's Bitcoin assets and the return of the cash proceeds to shareholders.
Tice P. Brown has accused management of governance failures, alleging that the company allowed employees to engage in large-scale intraday trading of Bitcoin derivatives. The company has denied these allegations, stating that selling all Bitcoin assets would harm its long-term strategic value. (CoinDesk)
Odaily News SlovakBitcoin developer and RustBitcoin library maintainer Martin Habovštiak has released a proof-of-concept that writes a 66kB TIFF image file to the Bitcoin blockchain in a single transaction without using OP_RETURN, Taproot, or OP_IF. The transaction is publicly verifiable on-chain and can be decoded into a complete image file.
This experiment is seen as a direct challenge to the "anti-spam" soft fork proposal BIP-110, championed by Luke Dashjr. BIP-110, formerly known as BIP-444, aims to limit the scale of on-chain data inscription. Some supporters of the proposal believe such data storage behaviors deviate from Bitcoin's core positioning as "money." (The Block)
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)


