人工知能、エネルギー消費、計算能力、チップ、トークン海外展開：中国の電力を世界の石油に変えるゴールデンファイナンス、電力がAI競争の「新たな次元」に

مع بدء تداولات الاسبوع الجديد اتوقع تعرض مؤشر الدولار الامريكى DXY والذى يقيس اداء العملة الامريكية مقابل سلة من العملات الرئيسية الاخرى لفجوة سعرية صاعدة تتخطى حاجز المقاومة النفسية 98. 00 حيث سيزيد الاقبال على شراء الدولار الامريكى كملاذ امن وسط تزايد التوترات الجيوسياسية العالمية فى عطلة الاسواق بقيادة القلق فى منطقة الشرق الاوسط. com source: https://www.tradersup.com/%d8%a3%d8%ae%d8%a8%d8%a7%d8%b1-%d8%a7%d9%84%d8%b9%d9%85%d9%84%d8%a7%d8%aa/%d9%85%d8%a4%d8%b4%d8%b1-%d8%a7%d9%84%d8%af%d9%88%d9%84%d8%a7%d8%b1-%d8%a7%d9%84%d8%a3%d9%85%d8%b1%d9%8a%d9%83%d9%8a-usdx/%d9%85%d8%a7-%d8%aa%d8%a3%d8%ab%d9%8a%d8%b1-%d8%b0%d9%84%d9%83-%d8%b9%d9%84%d9%89-%d8%a7%d9%84%d8%a3%d8%b3%d9%88%d8%a7%d9%82-%d8%a7%d9%84%d8%b9%d8%a7%d9%84%d9%85%d9%8a%d8%a9%d8%9f/153207

The Kobeissi Letter posted on X, addressing concerns about the potential onset of World War 3 and its impact on financial markets. Despite initial fears, the market response has been relatively stable. Oil prices have retraced nearly half of their initial surge, while the S&P 500 has experienced a decline of less than 1%. Gold has seen a modest increase of 2%, and Bitcoin has turned positive for the day. The message emphasizes that there is no need for panic, as the situation is expected to stabilize.

CryptoQuant data shows that more than 472 million XRP worth approximately $652 million flowed into Binance over the past week, representing the largest inflow period recorded in February and coinciding directly with the escalation of U. S. -Iran military tensions that sent crypto markets into a risk-off spiral over the weekend source: https://www.ethnews.com/xrp-saw-652-million-flow-into-binance-this-week-as-geopolitical-shock-triggered-defensive-repositioning/

Tensions in the Middle East have sharply escalated following a large-scale airstrike by the United States and Israel on Iran, resulting in the deaths of several high-ranking officials, including Iran's Supreme Leader. According to BlockBeats, the conflict has rapidly impacted global energy and financial markets. U.S. President Donald Trump stated that the military operation against Iran could last approximately four weeks, with hundreds of targets already hit, including the headquarters of the Islamic Revolutionary Guard Corps, air defense systems, and naval facilities. He clarified that nuclear facilities were not targeted, and disclosed the use of B-2 stealth bombers in the operation. In response, Iran announced the formation of a temporary leadership committee and the Islamic Revolutionary Guard Corps launched the ninth round of "Real Commitment 4" operations, claiming to have downed several U.S. and Israeli drones. Iran warned of retaliatory strikes on regional oil and gas facilities if its energy infrastructure is attacked. Shipping data indicates that over 200 vessels, including oil and liquefied gas carriers, are anchored in the Strait of Hormuz and nearby waters. Some tankers have been damaged in attacks along the Persian Gulf coast. Insurance brokers predict a 25% to 50% increase in war risk premiums. Goldman Sachs estimates that a complete six-week disruption of the Strait of Hormuz could add an $18 per barrel risk premium to oil prices, while a 50% supply disruption for one month could result in a $4 premium. International oil prices surged, with Brent Crude and WTI Crude Oil rising significantly at the start of trading. Several institutions suggest that if oil prices approach $90 per barrel, global inflation and monetary policy paths may need reassessment. Safe-haven demand has strengthened gold, while the dollar remained stable against the yen and fell against the Swiss franc. The euro dropped below 1.18 against the dollar. Major Middle Eastern stock indices fell by 4% to 5% during trading, with the Iranian stock market halting trading and several UAE exchanges announcing temporary closures. According to CME's "FedWatch," there is a 93.6% probability that the Federal Reserve will maintain interest rates in March, with markets still betting on short-term policy stability. Enhanced security measures will be implemented at the U.S. Capitol. The UK reported an explosion at a British military base in Cyprus, and a curfew was imposed in parts of northern Pakistan. The EU announced plans to deploy additional naval vessels to enhance security in the Red Sea and Gulf regions. Analysts believe the core variables are whether the Strait of Hormuz remains blocked, if the conflict expands to a broader region, and whether rising energy prices reignite global inflation expectations. If energy transport remains uninterrupted, markets may stabilize temporarily; however, substantial disruptions to oil and gas supplies could further amplify global asset price volatility.

South Korea's trade data reveals a significant increase in exports for February, with a year-on-year growth of 29%, surpassing market expectations of 24%. According to RTHK, this marks the ninth consecutive month of export growth. Imports, however, rose by 7.5%, which was below the anticipated 13% increase. During this period, the preliminary trade surplus was recorded at $15.51 billion. The Ministry of Trade, Industry and Energy of South Korea attributed the robust export performance to strong demand driven by investments in artificial intelligence and rising memory prices. This demand led to a 160% increase in semiconductor exports, setting a new monthly record. For three consecutive months, export values have exceeded $20 billion.

Vitalik Buterin has shared insights on social media regarding the execution layer roadmap, highlighting adjustments to the state tree and virtual machine. According to Odaily, the state tree will be upgraded through EIP-7864 from the current hexadecimal Merkle Patricia tree to a binary tree structure using more efficient hash functions like Blake3 or Poseidon. This change aims to shorten Merkle branch lengths and reduce verification bandwidth costs. The binary tree approach will also group storage slots into pages to lower adjacent storage access costs and reserve metadata bits for future state expiration functionality. In terms of the virtual machine, Buterin suggests a long-term direction of replacing the Ethereum Virtual Machine (EVM) with a potential RISC-V architecture. The new virtual machine should enhance execution and proof efficiency, support client-side generation of ZK proofs, and simplify code implementation. The deployment path includes initially replacing precompiled contracts, then supporting new virtual machine contract deployment, and ultimately achieving backward compatibility while gradually replacing the EVM.

3月2日、中東情勢はさらに緊迫化した。死傷者については、イランの最高指導者ハメネイ師と前大統領ネジャードが襲撃で死亡。トランプ米大統領はイラン指導部48人を殺害したと発表し、米軍兵士3名が戦死した。イラン側は米軍の死傷者が560人に上ると主張した。米側は1000以上の目標を攻撃し、イラン革命防衛隊本部を破壊したと表明。B-2爆撃機を動員してミサイル施設を攻撃した。イラン側は複数回の攻撃を実施し、軍高官の人事を調整したと発表した。衝突の影響で、国際原油価格は月曜日の取引開始時に8ドル急騰し、ブレント原油は82.37ドル/バレルまで上昇。米国株先物は1％超安で取引を開始し、金・銀は全面高で取引を開始した。（金十）

European stock index futures experienced a downturn, with the Euro Stoxx 50 futures dropping by 1.6% and Germany's DAX futures falling by 1.7%. According to Jin10, this decline reflects growing market uncertainty and investor caution in the region. The movement in futures suggests potential volatility in the European stock markets, as investors react to various economic indicators and geopolitical developments. Traders are closely monitoring these trends to assess the impact on broader market sentiment and investment strategies.

ارتفعت أسعار النفط الخام بشكل ملحوظ في الأسواق الآسيوية بعد تصاعد العمليات العسكرية بين الولايات المتحدة وإسرائيل من جهة وإيران من جهة أخرى. هذا التصعيد أثار مخاوف من حدوث صراع إقليمي أوسع قد يؤدي إلى اضطراب طويل الأمد في تدفقات الطاقة العالمية، خصوصًا عبر مضيق هرمز، أحد أهم الممرات النفطية في العالم. com source: https://www.tradersup.com/%d8%a3%d8%ae%d8%a8%d8%a7%d8%b1-%d8%a7%d9%84%d8%b3%d9%84%d8%b9/%d8%a3%d8%ae%d8%a8%d8%a7%d8%b1-%d8%a3%d8%b3%d8%b9%d8%a7%d8%b1-%d8%a7%d9%84%d9%86%d9%81%d8%b7-%d8%a7%d9%84%d9%8a%d9%88%d9%85/%d8%aa%d8%b5%d8%a7%d8%b9%d8%af-%d8%a7%d9%84%d8%aa%d9%88%d8%aa%d8%b1%d8%a7%d8%aa-%d9%81%d9%8a-%d8%a7%d9%84%d8%b4%d8%b1%d9%82-%d8%a7%d9%84%d8%a3%d9%88%d8%b3%d8%b7/153204

米国経済の減速は、データの歪み、支えとなる要因の減退、資産バブルリスクに起因する。2026年には景気後退リスクが高まるが、FRBの方針転換と財政刺激策が衝撃を和らげ得る。

3月2日、中東情勢はさらに緊迫化した。死傷者については、イランの最高指導者ハメネイ師と前大統領ネジャードが襲撃で死亡したと報じられたが、イラン大統領府はペゼヒジヤン大統領が無事だと発表した。トランプ米大統領はイラン指導部48人を殺害したと表明し、米軍兵士3名が死亡したと述べた。イラン側は攻撃で米軍に560人の死傷者が出たと主張した。米側はイラン革命防衛隊本部を破壊し、1000以上の目標を攻撃、B-2爆撃機でミサイル施設を攻撃したと発表。イラン側は米・イスラエル目標に対し複数回の攻撃を実施し、アフマド・ヴァヒディを革命防衛隊司令官に任命したと発表。イスラエルはイランの高官複数を排除し、攻撃を強化したと表明。英国・フランス・ドイツは防衛行動計画に関する共同声明を発表。複数の国の海運・金融市場に影響が及んだ。（金十）

金色财经が提供する暗号通貨・ブロックチェーン業界の朝刊『金色早8点』第2983号。最新・最速のデジタル通貨とブロックチェーン業界ニュースをお届けします。

市場の直接的な影響としては、世界的な安全資産が上昇し、金は強気相場を継続する見込みだ。石油供給の途絶が原油価格を押し上げれば、米国債が特に恩恵を受ける。世界の株式市場は下落するが、米国株は相対的に堅調な推移を示すだろう。

2026年2月の最終日、人々がPolymarketでアメリカがイランを攻撃するかどうかに賭けているまさにその時、テヘランで爆弾の音が響いた。

今日、テヘラン北部のシェイミラン地区は、極度の不安に満ちた静けさに包まれていた。イランの最高指導者アヤトラ・アリー・ハメネイにとって、この静けさは通常、安全を意味するが、この日、それは死の前触れとなった。

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。

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。

金色财经が提供する暗号通貨・ブロックチェーン業界の朝刊『金色早8点』第2982号。最新・最速のデジタル通貨とブロックチェーン業界ニュースをお届けします。