South Africa's manufacturing sentiment experienced a slight decline in February, according to a statement released by Absa Group Limited on Monday. According to Jin10, the Absa Purchasing Managers' Index, compiled by the Bureau for Economic Research, fell from 48.7 in January to 47.4 in February. This decrease offsets some of the strong gains from the previous month and further positions the index below the 50-point mark, which separates expansion from contraction. Absa noted that this indicates a potential rebound in production at the beginning of the year failed to sustain. The intermittent nature of manufacturing output is also reflected in official data, which does not bode well for long-term capacity expansion, investment growth, or employment increases.

Iran's ambassador to the International Atomic Energy Agency has claimed that the United States and Israel attacked an Iranian nuclear facility yesterday. According to Jin10, the ambassador stated that the incident represents a significant escalation in tensions between Iran and these nations. The alleged attack comes amid ongoing geopolitical disputes and concerns over nuclear proliferation in the region. Iran has previously accused the US and Israel of sabotage and cyberattacks targeting its nuclear infrastructure. The situation is likely to further strain diplomatic relations and could impact regional stability. Iran has called for international condemnation and urged the IAEA to investigate the matter thoroughly.

Guotai Junan UBS Fund Management Co., Ltd. announced that its Guotai Junan UBS Silver Futures Securities Investment Fund (LOF) A-class shares are trading at a significantly higher premium than their net asset value. According to Jin10, to protect investors' interests, the fund will suspend trading from the market opening until 10:30 on March 3, 2026, resuming thereafter. During the suspension, redemption services will continue as usual. If the premium does not decrease effectively by March 3, 2026, the fund reserves the right to apply for an intraday temporary suspension or extend the suspension period through the Shenzhen Stock Exchange.

The wholesale electricity market in France has experienced a notable price surge. According to Jin10, the day-ahead spot price for electricity reached 61.25 euros per megawatt-hour, marking a 109% increase compared to last Friday. This substantial rise in electricity prices highlights the volatility and potential challenges within the energy sector. The increase may have implications for both consumers and businesses as they navigate the fluctuating energy market.

Point72 economist Soeren Radde suggests that the European Central Bank (ECB) might lean towards raising interest rates following a spike in oil prices due to military actions in the Middle East. According to Jin10, Radde's report highlights that inflation expectations could be highly sensitive to another rapid increase in prices, given consumers' experiences during the 2022 energy shock. Coupled with a more expansive fiscal environment, this scenario may prompt the ECB to tighten rather than ease its stance. In practice, the ECB is expected to remain vigilant to avoid mistaking persistent energy price shocks for temporary disruptions that can be overlooked or accommodated.

The U.S. Consulate in Erbil, located in the Kurdistan region of northern Iraq, has reportedly been destroyed and is no longer operational. According to Jin10, the news was announced by Iranian sources on March 2. The consulate's destruction marks a significant development in the region, raising concerns about the stability and security of diplomatic missions in the area. Further details about the incident and its implications are yet to be disclosed.

Middle East geopolitical tensions are likely to overshadow the UK's Spring Budget Report, according to Patrick Munnelly of Tickmill Group. The Spring Budget Report is a semi-annual update on the UK's public finances presented by the head of the Treasury to Members of Parliament. According to Jin10, the ongoing conflict in the Middle East has led to a surge in oil prices, causing UK bond yields to rise and partially reversing last week's significant declines. This situation heightens the risk of global inflation, potentially limiting the ability of central banks to cut interest rates. Tradeweb data indicates that the yield on the 10-year UK bond increased by 3.3 basis points, with the latest trading price at 4.266%.

Aave's governance framework, known as 'Aave Will Win,' has successfully passed its Temp Check vote, marking the initial stage of the protocol's governance process. According to Cointelegraph, the off-chain Snapshot vote concluded on Sunday with 52.58% in favor, 42% against, and 5.42% abstaining. This result propels the measure to the Aave Request for Final Comment (ARFC) stage, where terms may be revised before any binding on-chain vote occurs. The framework seeks approval from tokenholders for up to $42.5 million in stablecoins and 75,000 Aave (AAVE) tokens for Aave Labs. In exchange, the organization would direct all revenue from Aave-branded products to the Aave DAO treasury under a DAO-funded operating model. The narrow margin of the vote underscores a divided governance base as the protocol considers structural changes to its funding, revenue alignment, and long-term development. The ARFC stage will assess whether concerns raised during the debate will lead to revisions before a formal Aave Improvement Proposal is submitted on-chain. Aave founder Stani Kulechov expressed on X that the Temp Check brings the protocol closer to a 'fully token-centric model,' noting that structural improvements will be integrated at the ARFC stage based on community feedback. Critics have previously questioned the size of the funding package and the inclusion of 75,000 AAVE tokens, which carry voting power. Others have called for clearer definitions and stronger disclosure standards regarding governance holdings. On February 25, competing reports from Aave Chan Initiative (ACI) founder Marc Zeller and Aave Labs presented differing interpretations of past funding and value creation ahead of the vote. The ACI published a transparency report reviewing Aave Labs' historical funding, while Aave Labs outlined its role in building the protocol since 2017. Under Aave's governance framework, proposals typically progress from Temp Check to ARFC before advancing to an on-chain Aave Improvement Proposal (AIP) vote. Only AIPs executed on-chain are binding. If the proposal moves beyond ARFC, tokenholders will vote on whether to formalize the DAO-funded model and ratify Aave V4 as the long-term technical foundation. The outcome could significantly reshape how the Aave ecosystem structures development, revenue, and brand stewardship.

The Israeli Defense Forces (IDF) have issued a strong warning to adversaries in Iran, Lebanon, and other regions, stating that any opposition to Israel will face severe consequences. According to Jin10, the IDF spokesperson emphasized that threats will be neutralized at their inception, and no enemy will be allowed to endanger Israel.

Defense stocks are experiencing a notable surge in pre-market trading, with Raytheon Technologies and Lockheed Martin both seeing increases of over 8%. According to Jin10, this upward movement comes amid heightened interest in defense-related equities. Investors are closely monitoring these stocks as geopolitical tensions and defense spending continue to influence market dynamics. The rise in stock prices reflects growing confidence in the sector's potential for sustained growth. Analysts suggest that ongoing developments in defense technology and strategic contracts may further bolster these companies' market positions.

twitter,暗广时代终结：X 新规与全球平台商业治理逻辑 金色财经,解读 X 推广新规背后的生态迁徙与权力边际。

Kalshi is facing mounting scrutiny after its high-volume prediction market tied to the fate of Iran’s Supreme Leader sparked backlash following his death in U.S.-Israeli strikes.

其核心原因在于：加密资产的高波动率优势收窄，且缺乏公认估值框架；同时，AI 工具的普及让散户在有盈利支撑的股市中更具分析优势。

德黑兰的夜空被火光撕裂的那一刻，全球14万投资者的财富灰飞烟灭。

中东局势瞬间坠入战火深渊之时，一场赌局却早已在预测市场尘埃落定。

Crypto exploits fell by over 90% in February 2026, with total losses dropping to $35.7 million, the lowest monthly figure since March 2025. Most losses came from DeFi protocols, wallet compromises, and phishing attacks, though about $11.3 million was recovered or frozen.

2026年2月监管观察。从联邦监管到平行孤岛，有些围墙在寂静中已经偷偷砌好。

从“帮你看行情”到“自己上链执行”，AI 正在进入真正的金融操作层。

Despite a sweeping directive from the Trump administration to suspend federal use of Anthropic’s AI technology, the United States military reportedly employed Anthropic’s Claude AI during a major airstrike on Iran, just hours after President Donald Trump ordered federal agencies to halt use of the company’s systems, The Wall Street Journal reported.

数字美元、银行存款以及谁能获得无风险利率收益的争夺。