Culper Research 于 X 发文表示正在做空 ETH 及相关股票（比如 BMNR），原因是：“在 2025 年 12 月的 Fusaka 升级之后，ETH 的代币经济模型已经受损。Vitalik 自己也知道这一点并在出售 ETH，而 ETH 最坚定的多头之一 Tom Lee 却仍在不断加码，相当于把真金白银继续投入坏项目之中。”针对该机构的发言，Vitalik 的父亲 Dmitry Buterin（dima.eth）回应表示：“在看到‘Vitalik 知道这一点并且正在抛售’这句话，你就不用往下看了。他们是渴望博取关注的小丑，而不是研究人员。”

据官方页面信息显示，Gate 平台 GUSD 铸造年化利率提升至 3.4%。当前，Gate GUSD 链上供应量超 1.4 亿，最大供应量 3.2 亿枚，全流通市值 3.19 亿美元，总供应量 3.2 亿枚。用户在现货、理财账户及 Launchpool 等产品中持有的 GUSD，均可享受铸造年化收益并叠加该产品收益。

上市比特币矿企自去年 10 月以来已出售超过 1.5 万枚 BTC，标志着行业正从此前牛市周期中盛行的持币策略中转向。去年 10 月为市场见顶时点，此后的大幅回调引发了全行业范围内的去杠杆。TheEnergyMag 旗下 Miner Weekly 数据显示，多家大型矿企参与了此轮抛售：Cango 于 2 月出售 4451 枚 BTC，约占其储备的 60%；Bitdeer 据报道已于上月清空全部比特币储备；Riot Platforms 在去年 12 月进行了多笔 BTC 出售；Core Scientific 计划在今年一季度出售约 2500 枚 BTC。最大上市矿企 MARA Holdings 本周因监管文件更新引发关注，文件显示其可能同时买入和卖出比特币以保持灵活性。MARA 副总裁 Robert Samuels 澄清称，该文件允许灵活出售但并不意味着大规模清仓。MARA 目前持有超过 5.3 万枚 BTC，为仅次于 Strategy 的第二大上市企业比特币持有者。行业利润空间持续收窄，部分观察人士称当前为矿企历史上最严峻的利润挤压期。CleanSpark 已全额偿还其比特币担保信贷额度以降低财务风险。

据官方消息，OKX 将对 Bitcoin 及 Tron 网络进行钱包维护。为确保维护顺利进行，平台将于 2026 年 3 月 6 日 09:00（UTC+8） 起暂停 Bitcoin 网络所有代币的充币与提币服务，并于 2026 年 3 月 6 日 15:00（UTC+8） 起暂停 Tron 网络所有代币的充币与提币服务，维护预计各持续约一小时。各网络维护完成并运行稳定后，将恢复充币、提币服务，届时不再另行公告。维护期间，相关代币交易不受影响，但请留意市场波动风险并避免在暂停期间进行充提操作，以免造成资金损失。

A memo obtained by CBS suggests that Iranian intelligence agencies may have identified and monitored U.S. military units departing from bases prior to a retaliatory strike in Kuwait. According to Jin10, this attack resulted in the deaths of six American soldiers and escalated tensions between the U.S., Israel, and Tehran, leading to a potential conflict. The memo highlights the capabilities of Iranian intelligence in tracking military movements, raising concerns about operational security and the implications for regional stability.

Foxconn, also known as Hon Hai Precision Industry Co., has stated that the ongoing conflict in Iran has had a limited impact on its operations. According to Jin10, the company, which is a major supplier for global tech giants, has been monitoring the situation closely to assess any potential risks to its supply chain and production capabilities. Foxconn emphasized its commitment to ensuring the stability of its operations and minimizing any disruptions that may arise from geopolitical tensions. The company continues to evaluate the situation and remains prepared to take necessary measures to safeguard its business interests.

WTI crude oil prices experienced a brief surge, surpassing $82 before closing at $79.4, marking a recent high. According to BlockBeats On-chain Detection, the trading activity on Hyperliquid's CL (WTI crude oil mapping contract) continues to show a tug-of-war between long and short positions. A notable address, starting with 0xf4b, initiated a 20x leveraged long position on CL before the U.S. stock market opened yesterday, with the position peaking at $14.17 million. As oil prices climbed above $81 this morning, the address partially closed its position at an average price of $81.2, securing a profit of approximately $470,000. Currently, the address maintains a 20x leveraged long position on CL, with a position size of $5.05 million and an unrealized profit of $150,000 (38%), at an average price of $76.9. It remains the largest holder of long positions on-chain for CL. The address has recently engaged in five short positions on CL (WTI crude oil) and EWY (Korean ETF). After a period of inactivity since mid-February, it has become active again, achieving a weekly profit of $1.51 million, with current account funds rising to $1.95 million.

Stablecoin infrastructure firm ZeroHash has submitted an application to the U.S. Office of the Comptroller of the Currency for a national trust bank charter. According to NS3.AI, the firm aims to focus on digital asset services following a successful funding round that raised $250 million, valuing the company at $1.5 billion. The application specifically excludes retail deposits, consumer lending, and FDIC insurance, concentrating instead on custody, staking, stablecoin management, and related settlement services. In a separate move, British fintech company Revolut has also applied for a full U.S. national bank charter. This application is intended to expand its offerings to include checking, savings, lending, and future crypto services, with direct access to Fedwire and ACH systems. Both companies are seeking to enhance their presence in the U.S. financial market by leveraging these charters to provide specialized digital asset services.

Bitwise Asset Management has announced a $100,000 donation to Ethereum open-source developers. According to NS3. AI, this marks the company's second annual contribution aimed at supporting the Ethereum ecosystem. The donation is part of Bitwise's ongoing program to bolster the development and sustainability of Ethereum's open-source projects. source: https://www.binance.com/en/square/post/298490945621697?utm_source=BinanceNewsRSS

Bitwise Asset Management has announced a $100,000 donation to Ethereum open-source developers. According to NS3.AI, this marks the company's second annual contribution aimed at supporting the Ethereum ecosystem. The donation is part of Bitwise's ongoing program to bolster the development and sustainability of Ethereum's open-source projects.

根据提交至纽约联邦法院的拟议最终判决，SEC将以波场区块链相关的公司Rainberry支付1000万美元民事罚款为条件，撤销对孙宇晨及波场基金会、BitTorrent基金会的剩余指控。

Anthropic创始人Dario认为，编程会先消失，软件工程会晚一些，但最终也会被AI大幅接管。年轻人应该学习以人为中心的工作、物理世界的工作，以及培养批判性思维。

Kraken Financial获批开设美联储主账户背后，隐藏着传统银行业的集体恐惧、美联储的惊险走钢丝、稳定币双雄的生死决战，以及万亿华尔街资本的狂欢。

随着伊朗地缘政治危机重塑全球风险偏好，比特币的价格走势和资金流动数据正在讲述一个投资者再也不能忽视的故事。

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详细介绍以太坊名为 "Strawmap" 的未来升级路线图。

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