In its latest Weekly CryptoKickoff report, 10xResearch stated that the crypto market has seen significant positioning clearing, with funding rates falling to the lower percentile and implied volatility resetting. However, overall liquidity remains fragile, and structural inflows are limited. The report noted that the US 10-year Treasury yield fell below 4%, ETF flows briefly turned net in, and options traders established two-way exposure around key events in March. The report covers Bitcoin and Ethereum derivatives positioning, volatility trends, funding dynamics, market sentiment, ETF and stablecoin flows, and the expected trading range and related market catalysts for the next 1-2 weeks.

Data from Polymarket shows that the probability of the Iranian regime collapsing before June 30 has risen to 49%, with trading volume approaching $4 million. This comes after US President Trump stated that if Iran launches an attack, the US will retaliate with unprecedented force.

According to the latest data from Gate, gold prices rose to $5,368.21 per ounce, a daily increase of 1.32%. Silver prices rose to $95.002 per ounce, a daily decrease of 0.20%. The BVIX (BTC Volatility Index) is currently quoted at 56.60, a daily increase of 2.06%. The EVIX (ETH Volatility Index) is currently quoted at 72.52, a daily increase of 1.34%. In the foreign exchange market, the USD/CNH exchange rate fell 0.06% to 6.87803. The USD/JPY exchange rate rose 0.40% to 156.519. In commodities, WTI crude oil fell 4.21% to $71.89 per barrel. Brent crude oil rose 3.37% to $73.46 per barrel. Gate allows users to trade traditional financial market products directly within the platform, providing a one-stop solution for various asset classes including precious metals, forex, global equity CFDs, major indices, and commodities, achieving deep integration between crypto assets and traditional financial assets. Gate TradFi functionality is fully integrated into the Gate App and Web platform, allowing users to conveniently participate in global asset price trading without switching platforms, unlocking more strategies and opportunities beyond the crypto market, and continuously enhancing their diversified asset allocation experience.

Iran is reportedly seeking to resume nuclear negotiations with the United States following recent disruptions caused by U.S. and Israeli actions. According to Jin10, citing The Wall Street Journal, Iranian security official Larijani is spearheading efforts to re-engage with Washington through an Omani mediator. This development comes after the death of Iran's leader, Khamenei, on Saturday, which has elevated Larijani's status as the Secretary of Iran's Supreme National Security Council. During ongoing conflicts with Israel and the U.S., Larijani has been overseeing Iran's security and military affairs, as well as Tehran's efforts to find a resolution to the hostilities. However, he is not part of the three-member governing council established following Khamenei's death.

Attention has shifted to whether the Iran conflict remains contained, as Bitcoin traders weigh elevated oil prices and a rising gold price. source: https://decrypt.co/359562/what-the-iran-conflict-means-for-bitcoin-price

CoinMarketCap's Altcoin Season Index currently stands at 35, suggesting that altcoins are underperforming compared to Bitcoin. According to NS3.AI, this index evaluates the performance of the top 100 coins, excluding stablecoins and wrapped coins, against Bitcoin over the last 90 days. An altcoin season is identified when the index hits 75 or above, indicating that the current market conditions continue to favor Bitcoin.

JPMorgan analysts anticipate that the CLARITY Act, a U.S. crypto market structure bill, will receive approval by mid-year, potentially serving as a catalyst for the crypto market later in the year. According to NS3.AI, the bill is currently advancing through the House and undergoing Senate review. It aims to clarify regulatory frameworks and encourage institutional participation. Key impacts of the bill include simplifying compliance for major tokens, allowing banks to custody digital assets, and promoting innovation and tokenization of real-world assets.

قدمت شركة “World Liberty Financial” مقترح لإطلاق نظام حوكمة قائم على تحصيص العملة الرقمية WLFI، بحيث يصبح التحصيص شرط أساسي للمشاركة في التصويت داخل المنصة، بغرض تحفيز الاحتفاظ طويل الأجل بالعملة. بموجب الخطة، يجب على حاملي العملة الرقمية WLFI غير المقفلة تحصيصها لمدة لا تقل عن 180 يوم للمشاركة في الحوكمة. source: https://arab-btc.net/world-liberty-financial-and-wlfi-staking/

Japanese Government Bonds (JGBs) have experienced a rise in value due to heightened geopolitical risks in the Middle East. Wall Street Journal (Markets) posted on X, highlighting the impact of regional instability on global financial markets. The ongoing tensions have led investors to seek safer assets, boosting demand for JGBs. Analysts suggest that the uncertainty in the Middle East could continue to influence bond markets, as investors remain cautious about potential escalations. The situation underscores the interconnectedness of global economies and the influence of geopolitical events on financial instruments.

Ethereum's price fluctuations could lead to substantial liquidations on major cryptocurrency exchanges. According to ChainCatcher, data from Coinglass indicates that if Ethereum surpasses $2,044, the cumulative liquidation intensity of short positions on mainstream centralized exchanges will reach $671 million. Conversely, if Ethereum falls below $1,850, the cumulative liquidation intensity of long positions will amount to $338 million.

Artificial intelligence, energy consumption, computing power, chips, and token going global: turning China's electricity into the world's oil. Golden Finance: Electricity becomes a "new level" in AI competition.

The US economic slowdown stems from distorted data, fading supporting factors, and the risk of asset bubbles. The risk of a recession rises in 2026, but a shift in the Federal Reserve's policies and fiscal stimulus could provide a buffer.

Jinse Finance launches its cryptocurrency and blockchain industry daily news bulletin, "Jinse Morning 8," issue 2983, providing you with the latest and fastest news on the digital currency and blockchain industry.

The direct market impact will be a strengthening of global safe-haven assets, with gold continuing its bull market. If oil supply disruptions push up oil prices, US Treasury bonds will particularly benefit; global stock markets will decline, but US stocks will outperform relatively.

2026 年 2 月的最后一天，当人们在 Polymarket 下注美国是否会进攻伊朗的时候，炸弹声在德黑兰响起。

Today, a chilling stillness hangs over Shemiran, a district in northern Tehran. For Iran's Supreme Leader Ayatollah Ali Khamenei, this stillness usually signifies security, but on this day, it becomes a prelude to death.

a16z Weekly Chart: AI Costs Halved, Usage Doubled; Technology Capital Spending to Approach Total New Bank Loans in the US by 2026.

This letter devoted a large portion to the progress of AI, and sometimes it felt like I was falling behind. The gap between newly released products and the most advanced technology from last year is stark.

A tokenized, Wall Street-compliant platform that allows ordinary investors to hold unlisted global super alpha assets.

Jinse Finance launches its cryptocurrency and blockchain industry daily news bulletin, "Jinse Morning 8," issue 2982, providing you with the latest and fastest news on the digital currency and blockchain industry.