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.

Former US Ambassador to Israel, Daniel Shapiro, expressed uncertainty regarding the resolution of the ongoing conflict with Iran. Bloomberg posted on X, highlighting Shapiro's concerns about the potential for a more hard-line regime to emerge in Iran. The former ambassador emphasized the unpredictability of the situation and the challenges in forecasting the conflict's conclusion. Shapiro's comments reflect the complexities and potential shifts in the geopolitical landscape as tensions continue.

预测市场 Opinion 于 X 发布 opinion.foundation 域名，或将进行空投查询。

Recent developments in trading technology have significantly increased the speed at which transactions occur, nearing the speed of light. Bloomberg posted on X, highlighting how these advancements are reshaping financial markets. The integration of cutting-edge technology has enabled traders to execute transactions at unprecedented speeds, reducing latency and enhancing efficiency. This technological evolution is driven by the demand for faster and more reliable trading systems, allowing market participants to capitalize on opportunities with minimal delay. The implementation of fiber-optic networks and advanced algorithms has played a crucial role in achieving these speeds, offering traders a competitive edge. As trading platforms continue to evolve, the focus remains on optimizing speed and accuracy. The pursuit of near-light-speed trading is not only transforming the landscape of financial markets but also setting new standards for performance and reliability. This shift underscores the importance of technological innovation in maintaining market competitiveness and meeting the needs of modern traders.

Oil and gas stocks showed significant gains in pre-market trading. According to Jin10, Occidental Petroleum (OXY.N) saw a 6.9% increase, while Schlumberger (SLB.N) rose by 4.8%. These movements reflect a positive trend in the energy sector, as investors respond to market dynamics and potential shifts in supply and demand. The rise in these stocks indicates growing investor confidence in the oil and gas industry, amid broader market fluctuations.

A former largest on-chain BTC long position was liquidated 24 times within 24 hours after opening a 40x leveraged $66.8 million Bitcoin bet, with the trader’s account plunging from $2.66 million to just $140,000.The cascade highlights the extreme risks of high-leverage trading amid geopolitical volatility.24 Liquidations in One DayAccording to monitoring by HyperInsight, wallet address 0xdf1, previously the largest BTC long holder on-chain, suffered:4 liquidations within one hour24 total liquidations in 24 hoursApproximately $3.9 million liquidated in the latest roundThe account balance dropped from roughly $2.66 million to about $140,000, marking a 94.7% drawdown.The next liquidation level for the remaining BTC holdings is reported at $65,370.1,000 BTC Long at 40x LeverageOn March 1, shortly after reports of the assassination of Iranian Supreme Leader Ayatollah Ali Khamenei, the address aggressively opened a high-leverage BTC long position.At peak exposure:Position size: 1,000 BTCNotional value: approximately $66.83 millionLeverage: 40xInitial liquidation price: around $66,560The trader appeared to be betting on a rapid market rebound amid expectations of geopolitical de-escalation.SOL Profits Funded the High-Risk BetNotably, the capital for the BTC trade did not come from fresh deposits.On February 28, the wallet deposited approximately $470,000 into Hyperliquid to long SOL at high leverage, with an average entry near $78.The following day:SOL surged to $88The position’s value increased more than fivefoldUnrealized profits were used as margin to open the BTC tradeWhile the strategy amplified gains initially, it also dramatically increased downside risk. When BTC reversed, both leveraged exposures became vulnerable to cascading liquidations.Lessons From the Liquidation CascadeThis episode underscores several key dynamics in leveraged crypto markets:High leverage (40x) leaves little margin for volatilityUnrealized profits used as collateral increase systemic exposureGeopolitical events can trigger sharp price reversalsLiquidation cascades can rapidly erase large balancesWith BTC hovering near key support levels, aggressive leveraged positioning continues to face elevated risk.The address’s rapid collapse from largest long holder to near wipeout within 24 hours illustrates how quickly sentiment-driven trades can unwind in highly leveraged markets.

Germany's manufacturing sector appears to be on the mend, according to Jonas Feldhusen, a senior economist at Hamburg Commercial Bank. According to Jin10, Feldhusen commented on the latest PMI data, highlighting an increase in production and a significant rise in new orders, partly driven by stronger export demand. The extended delivery times, often indicative of rising demand, further support this positive outlook. The growth is primarily attributed to manufacturers of intermediate products and capital goods. This development is particularly encouraging for an industry that has seen little positive news in recent years. Optimism about future production has increased from already high levels, largely due to government infrastructure stimulus plans and a substantial rise in defense spending, both of which are boosting domestic demand. Over the past five months, total orders have consistently outpaced export orders, suggesting a structural shift is underway. Feldhusen anticipates that domestic demand will be the main driver of manufacturing growth this year.

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。

French Foreign Minister Jean-Yves Le Drian has announced that President Emmanuel Macron has spoken with Iraqi President Barham Salih, expressing France's support for Iraq's efforts to prevent conflict. According to Jin10, the conversation highlights France's commitment to fostering stability in the region amid ongoing tensions. The dialogue between the two leaders underscores the importance of diplomatic engagement in addressing regional challenges.

据 Onchain Lens 监测，某巨鲸以 5,353 美元的单价售出 2,105.37 枚 XAUT，获得约 11.27 万美元的 USDC；并以约 1,921 美元的单价售出 55.21 枚 ETH，获得约 106,000 美元的 USDC。此次交易实现利润约 240,317 美元。该鲸此前一周前通过 Near Intents Bridge 花费 5,544 枚 ETH（约 10.9 万美元）和 121,000 美元的 USDC 购买上述 XAUT。

Analysts from ING have highlighted concerns over potential disruptions in Middle Eastern energy flows, which could intensify competition for liquefied natural gas (LNG) supplies between Europe and Asia. According to Jin10, approximately 20% of global LNG supply is at risk, potentially exerting significant upward pressure on European gas prices, particularly if European gas storage levels fall below 30% at the end of the heating season. Warren Patterson and Ewa Manthey noted that while LNG export capacity has increased and more capacity is expected to come online, especially from the United States, it may not be sufficient to offset potential supply losses from the Persian Gulf in the short term. The benchmark TTF gas contract price surged by 24%, reaching 39.73 euros per megawatt-hour.

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。