Next week, global markets are expected to navigate through heightened uncertainty and risk aversion due to the evolving geopolitical tensions between the United States and Iran. According to BlockBeats, aside from geopolitical developments, several key macroeconomic events are scheduled. On Monday at 22:45 UTC+8, the final reading of the U.S. February S&P Global Manufacturing PMI will be released, followed by the U.S. February ISM Manufacturing PMI at 23:00 UTC+8. On Wednesday at 21:15 UTC+8, the U.S. February ADP employment figures will be announced. Thursday will see the release of the Federal Reserve's Beige Book at 03:00 UTC+8, the U.S. February Challenger job cuts at 20:30 UTC+8, and the initial jobless claims for the week ending February 28, along with the U.S. January import price index at 21:30 UTC+8. On Friday at 21:30 UTC+8, the U.S. February unemployment rate, seasonally adjusted non-farm payrolls, and the U.S. January retail sales monthly rate will be reported. In the U.S. stock market, recent data indicates that the Nasdaq Composite Index has failed to reach new highs for four consecutive months. Both the S&P 500 Index and the Nasdaq Index have experienced their worst monthly performance since March of last year. This trend reflects growing investor skepticism about the ability of AI technology to translate into tangible profits, as Wall Street navigates a turbulent period led by tech stocks.

On March 1, Elon Musk announced that the X platform experienced its highest usage ever. According to BlockBeats, Musk referenced a tweet from X product manager Nikita Bier, who noted that the day marked the highest traffic in the platform's history.

On February 28, local time, a military strike by the U.S. and Israel on Iran heightened global risk aversion, according to PANews. Analysts predict a significant rise in the prices of gold and other precious metals. However, following an increase on February 28, gold prices experienced a sharp decline on March 1. Economist Pan Helin, a member of the Ministry of Industry and Information Technology's Information and Communication Economics Expert Committee, noted that the death of Iran's Supreme Leader Ayatollah Khamenei has altered short-term market expectations, suggesting a potential stabilization of the Iranian situation. If Iran can smoothly transition its leadership post-Khamenei, the capital markets might see a complete reversal in expectations, leading to a decrease in gold and oil prices and a rise in U.S. stocks, particularly industrial stocks. Nonetheless, the uncertainty of war and Khamenei's death could further destabilize the situation in Iran.

Macau's gaming revenue experienced a notable increase of 4.5% in February, surpassing expectations. Bloomberg posted on X, highlighting that the world's largest gambling hub benefited significantly from the influx of tourists during the Lunar New Year celebrations. This period traditionally sees a rise in visitor numbers, contributing to the economic uplift in the region. The growth in gaming revenue underscores the importance of tourism to Macau's economy, particularly during festive seasons. The positive performance in February marks a promising start for the year, as the city continues to recover from previous economic challenges.

Iran is set to establish an interim leadership council on March 1, according to Jin10. This announcement was made by Ali Larijani, an advisor to Iran's Supreme Leader. The formation of this council marks a significant development in the country's political landscape. Further details on the council's composition and objectives are yet to be disclosed.

今天，德黑兰北部的谢米兰区笼罩在一种极度不安的静谧中。对于伊朗最高领袖阿亚图拉·阿里·哈梅内伊而言，这种静谧通常意味着安全，但在这一天，它成了死亡的前奏。

null source: https://x.com/BSCNews/status/2027983555259994250

null source: https://x.com/WatcherGuru/status/2027983290980794753

On March 1, following a U.S. airstrike on Iran, decentralized prediction platform Polymarket introduced over ten contracts related to the U.S.-Iran conflict. According to BlockBeats, the total amount wagered on these contracts has exceeded $600 million. One notable contract, "Will Khamenei lose his position as Supreme Leader by March 31?" settled at 100% following confirmation of his death, with a single market transaction volume reaching $45 million. Another contract, "Will the U.S. strike Iran by a certain date?" launched in December last year, has accumulated a transaction volume of $529 million, making it one of the largest markets in the platform's history. Additionally, the contract "Will the Iranian regime collapse by June 30?" currently shows a probability of 54%, while the contract "Will the U.S. deploy troops to Iran by March 7?" has a probability of approximately 28%. Blockchain analysis firm Bubblemaps highlighted that six wallets made precise bets on "The U.S. will strike Iran on February 28," profiting around $1.2 million, raising concerns about potential insider trading.

before-and-after satellite images, Ayatollah Khamenei residence, U. S. and Israeli strikes - Airbus data via ABC Verify confirms damage; some claims unverified. source: https://coincu.com/news/satellite-images-show-damage-at-khamenei-site-after-strikes/

1. 比特币2026年2月回报率为-14.94%，创2013年以来第三低月度回报率纪录；2. Kalshi CEO：反对利用个体死亡牟利，将退还“哈梅内伊是否卸任”相关市场的费用；3. 马斯克：X平台新增时间线主题选择功能；4. 特朗普：通过外交途径解决伊朗问题仍然可行，而且“现在容易得多”；5. 伊朗革命卫队称导弹击中以军总参谋部；6. 美媒：沙特和以色列的施压促使特朗普下令攻击伊朗；7. 美以在哈梅内伊会议期间发动袭击，伊朗革命卫队称将报复；8. BTCS高管：加密财库公司或于2026年迎来整合潮；9. Michael Saylor：STRC 2026年3月延期股息率上调至11.50%；10. Sam Altman回应美国战争部选择OpenAI而非Anthropic：或因运营控制权诉求存在分歧；11. 伊媒：伊朗最高领袖哈梅内伊遇害。

a16z本周图表：AI成本降一半用量翻倍，2026年科技资本支出接近全美新增银行贷款总量。

这封信很大篇幅给了AI的进展，有时候感觉快跟不上节奏了。刚发布的产品和去年最先进的东西之间，差距是赤裸裸的。

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矿企从来不是比特币最虔诚的信仰者，在减半压缩利润、财报增收不增利、币价跌破挖矿成本等压力之下，行业集体去风险化。

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加密货币公司自2021年起大规模赞助体育和文化活动，例如FTX冠名迈阿密热火主场。

当全球稳定币市场被美元资产（USDT、USDC）主导时，一个传统金融世界的重量级玩家，正试图在链上夺回属于自己的话语权。

人工智能,AI 不会实现技术平权 只会奖励合适的人 金色财经,平权的技术总是产生贵族化的结果，每一次都是如此。