イスラエル国防軍は、イランの弾道ミサイル発射装備と防空システムに対する新たな空爆を完了した。イスラエル国防軍によると、28日夜、数十機の戦闘機が防空システム、ミサイル発射装置、その他の軍事施設を含む約30の目標を空爆で攻撃した。(金十)

On March 1, the cryptocurrency market experienced a significant rebound during early Asian trading hours following reports of Iranian Supreme Leader Khamenei's death in a U.S.-Israeli military operation. According to BlockBeats, Bitcoin surged by 2.21% to reach $68,196 before settling around $67,300, after a previous day's decline of 3.8%. Ethereum also saw a rise of 4.58%, surpassing the $2,000 mark.Data indicates that after losing approximately $128 billion in market value the previous day, the crypto market recovered about $32 billion by Sunday morning. Analysts suggest that due to the 24/7 trading nature of cryptocurrencies, Bitcoin acted as a 'liquidity pressure valve' during the weekend's geopolitical conflict escalation, absorbing selling pressure that might have otherwise spread to stock, bond, and commodity markets.Despite the rebound, uncertainty remains as Iran has retaliated against multiple locations, including Israel, Qatar, UAE, and Bahrain, and has threatened further strikes on U.S.-related bases. Some traders believe that true price discovery may occur once U.S. stock markets and Bitcoin ETFs resume trading on Monday.The derivatives market also experienced significant volatility. Analysis shows that Bitcoin derivatives saw a surge in sell-off volume of approximately $1.8 billion in a single hour last Saturday, indicating a rise in short-term risk aversion. Meanwhile, tokenized commodity contracts linked to oil, gold, and silver on decentralized trading platform Hyperliquid also saw price increases.

XRP spot ETFs experienced a notable net inflow of $9.55 million during the trading week from February 23 to February 27, according to SoSoValue data. According to PANews, the Bitwise ETF XRP led the inflows with $5.8079 million, bringing its total historical net inflow to $370 million. The Franklin ETF XRPZ followed with a weekly net inflow of $3.001 million, reaching a historical total of $333 million.As of the latest update, the total net asset value of XRP spot ETFs stands at $983 million, with an ETF net asset ratio of 1.19% compared to XRP's total market capitalization. The cumulative historical net inflow has reached $1.24 billion.

XRP spot ETFs experienced substantial inflows during the trading week from February 23 to February 27, according to Odaily. Data from SoSoValue indicates a net inflow of $9.55 million into XRP spot ETFs. The Bitwise ETF XRP led the inflows with $5.8079 million, bringing its historical total net inflow to $370 million. Following closely, the Franklin ETF XRPZ saw a weekly net inflow of $3.001 million, with its historical total net inflow reaching $333 million. As of the latest report, the total net asset value of XRP spot ETFs stands at $983 million, with an ETF net asset ratio of 1.19% compared to XRP's total market capitalization. The cumulative historical net inflow for XRP spot ETFs has reached $1.24 billion.

Air India has announced a reduction in its regular flight operations due to ongoing monitoring and careful assessment of the situation in the Middle East. According to Jin10, the airline is taking precautionary measures in response to the current geopolitical tensions in the region. This decision reflects the airline's commitment to ensuring passenger safety and operational efficiency amid uncertain conditions. The move comes as airlines globally are adjusting their operations in response to evolving geopolitical landscapes.

A growing conflict in the Middle East is poised to cause substantial disruptions in global gas markets, marking the most significant upheaval since Russia's invasion of Ukraine four years ago. Bloomberg posted on X, highlighting concerns over the potential impact on international trade and energy supplies. Analysts warn that escalating tensions could lead to increased volatility and uncertainty in the energy sector, affecting prices and supply chains worldwide. The situation underscores the fragile nature of global energy markets and the potential for geopolitical events to influence economic stability.

イランがイスラエルに向けて新たなミサイルを発射した。イスラエル国防軍はその後、イラン方向から発射されイスラエル領土へ向かうミサイルを検知したことを確認し、防衛システムが関連する脅威を迎撃中であると発表した。イスラエル側は、国内の前線司令部が関連地域の住民に対し予防的指令を発令し、警報を受信した場合は防護空間へ避難し待機するよう求めたと述べた。先立って、イランがイラク北部の米軍基地を攻撃したとの情報があり、目撃者は基地上空に濃い煙が立ち上っていると述べた。関連状況は依然として流動的である。（テヘラン・タイムズ）

UN Secretary-General António Guterres warned on 28 February that joint US-Israeli strikes on Iran, followed by Tehran’s retaliatory attacks across the region, pose a “grave threat to international peace and security.” He urged all parties to prevent a wider Middle East war, warning the violence could trigger “a chain of events that no one can control” in an already volatile region. Stressing the UN Charter’s prohibition on the threat or use of force and the need to respect international and humanitarian law, he called for an immediate de-escalation, protection of civilians, and nuclear safety. Guterres said the military operation came amid indirect US-Iran talks mediated by Oman, “squandering” an opportunity for diplomacy, and pressed parties to return to negotiations, including on Iran’s nuclear programme. Council members voiced sharply divergent positions, with Russia and China condemning the strikes, the United States defending them as necessary to curb Iran’s missile and nuclear ambitions, the UK emphasizing regional defensive operations, and Iran and Israel offering opposing legal and security justifications.

a16z今週のチャート：AIコスト半減で利用量倍増、2026年のテック資本支出は全米新規銀行貸出総額に迫る。

The Wall Street Journal (Markets) posted on X that rising defense budgets could result in heightened political involvement and potential negative impacts on profit margins. As governments allocate more funds to defense, companies in the sector may face increased scrutiny and pressure from political entities. This situation could lead to challenges in maintaining profitability, as political agendas might influence business operations and decision-making processes. The article suggests that while increased spending can boost revenue for defense contractors, it also brings complexities that could affect their financial performance.

OpenAI founder Sam Altman addressed concerns regarding the execution of potentially unconstitutional orders from the U.S. Department of Defense. According to Jin10, Altman stated that he does not foresee such a situation occurring. He emphasized that if OpenAI were certain an order was unconstitutional, they would not comply with it. Altman highlighted his belief that military personnel tend to be more loyal to the Constitution than the general public. He also noted that OpenAI, as a company, should not operate above the U.S. Constitution.

この手紙はAIの進歩にかなりの紙幅を割いており、時々そのペースについていけないと感じる。発表されたばかりの製品と昨年の最先端技術との差は、はっきりと明らかだ。

トークン化＋ウォール街のコンプライアンスプラットフォームにより、一般投資家が未上場の世界的スーパーアルファ資産を保有可能に。

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暗号通貨企業は2021年以降、スポーツや文化イベントへの大規模なスポンサー活動を展開しており、例えばFTXがマイアミ・ヒートのホームコート命名権を獲得した事例がある。

グローバルなステーブルコイン市場が米ドル建て資産（USDT、USDC）に支配される中、伝統的な金融界の重鎮が、ブロックチェーン上で自らの発言権を取り戻そうとしている。

人工知能、AIは技術的平等を実現せず、適した人材のみを報いる金色财经、平等を謳う技術は常に貴族化をもたらす。毎回そうである。

Web 4.0の4つの競合する定義の徹底解剖、AIエージェント経済の真の進展とバブル、クリプトとAIの共生ロジック、そしてエージェント型ウェブが知識労働者に与える生存への示唆。