Crypto KOL 戈多Godot (@GodotSancho) posted on X. The Bitcoin market is currently undergoing a continuous 'liquidity hunt,' with major players targeting specific volatility ranges. On the spot market, Bitcoin has repeatedly tested the $68,866 level on an hourly basis, leaving long upper shadows each time. This area is characterized by dense limit orders, aligning with a bullish sentiment that accounts for 34.21% of total trading volume, combined with 13.85% of sold call options. Options funds have established significant short call positions at strike prices of $69,000 and above, creating selling pressure. There is also capital support below, forming a typical wide straddle structure to earn time value, reflected in the market as a swing between highs and lows. In the short term, Bitcoin is likely to continue its wide-ranging oscillation. The far-end 0.15 Delta Skew is deeply negative, with figures of -14.15% on March 4 and -15.05% on March 5, indicating that institutions are still purchasing deep out-of-the-money puts as extreme downside protection for spot positions. The one-day at-the-money implied volatility remains high at 56.91%, showing that market makers are highly cautious of intraday volatility. Operationally, a defensive approach is recommended, as conditions do not support a reversal. In the options market, selling calls to earn premiums is suggested.

Bitwise's chief investment officer, Matt Hougan, has significantly revised his projections for the adoption of on-chain finance following a surge in investor activity on crypto platforms like Hyperliquid. According to Cointelegraph, this shift occurred amid the recent U.S.-Israel attack on Iran, which saw investors flocking to trade tokenized assets. In a post titled "The weekend that changed finance," Hougan highlighted that Hyperliquid became a focal point for trading real-world assets such as crude oil and tokenized gold while traditional stock exchanges in the U.S., Europe, and Asia were closed during the initial attack on Saturday at approximately 3:30 am UTC. Hougan noted that on-chain finance dominated the financial landscape for most of Sunday, challenging his previous belief that traditional markets would take five to ten years to transition on-chain. He now anticipates this shift will occur much sooner, citing blockchain's continuous trading capabilities as a significant advantage over conventional stock exchanges and T+1 settlement processes. Over the weekend, Hyperliquid experienced over $11.5 billion in trading volume, with Bloomberg referencing its crude oil contract as the most pertinent price indicator. Additionally, Tether's tokenized gold product, Tether Gold (XAUt), saw its 24-hour trading volume exceed $300 million, while prediction markets on platforms like Kalshi and Polymarket also experienced increased activity. In January, the New York Stock Exchange and its parent company, the Intercontinental Exchange, announced plans to facilitate 24/7 trading and instant settlement of stocks and exchange-traded funds through a blockchain post-trade system. This system will include multi-chain support and custody features, although no specific timeline or details about the blockchain's structure have been disclosed. For the time being, Hougan emphasized that hedge funds, banks, and other investors aiming to remain competitive must establish stablecoin wallets and familiarize themselves with trading on crypto perpetual platforms like Hyperliquid.

Polymarket and Kalshi, two prominent prediction markets, are being urged to prohibit betting on wars due to national security concerns. Bloomberg posted on X, highlighting the argument that such activities could pose risks beyond moral implications. The call for a ban emphasizes the potential dangers associated with allowing financial speculation on geopolitical conflicts. Critics argue that betting on wars could lead to unintended consequences, including influencing public perception and potentially affecting national security strategies. The debate continues as stakeholders weigh the ethical and security implications of such market activities.

人工知能、AIエージェント、OpenAI、3年前にOpenAIがAIの影響を受けないと予測した職業が、今や4倍のスピードで残酷に押し潰されている。ゴールデンファイナンス、私たちに残された時間は、おそらくあと24ヶ月しかない。

Japan's Finance Minister, Goto Katayama, has reiterated that the principle of allowing the Bank of Japan to independently decide on specific monetary tools remains unchanged. According to Jin10, this statement underscores the government's commitment to maintaining the central bank's autonomy in managing monetary policy. The reaffirmation comes amid ongoing discussions about Japan's economic strategies and the role of the central bank in addressing financial challenges. The Bank of Japan continues to play a crucial role in shaping the country's monetary policy, with its decisions closely watched by both domestic and international markets.

Bitwiseの最高投資責任者（CIO）であるマット・フーガン氏は、従来、伝統的な市場がブロックチェーン上に大規模に移行するには5年から10年かかると予想されていたが、米イスラエルによるイラン攻撃や世界主要株式市場の休場期間中に、多くの投資家が暗号プラットフォームに殺到しトークン化された資産を取引したことで、「オンチェーン金融」の普及時期が大幅に前倒しされた。暗号先物プラットフォームHyperliquidは原油やトークン化された金などの現実世界資産（RWA）の取引センターとなった。「日曜日の大半において、オンチェーン金融は世界金融市場の中心となった」とデータは示している。Hyperliquidの土曜・日曜2日間の合計取引高は115億ドルを超え、さらにテザー傘下のトークン化金商品「テザーゴールド」の24時間取引高は一時3億ドル以上に急騰。予測市場プラットフォームのKalshiとPolymarketの取引量も顕著に増加した。（Cointelegraph）

The yield on Japan's 30-year government bonds increased by 2.5 basis points, reaching 3.355%. According to Jin10, this rise in yield reflects ongoing adjustments in the bond market as investors react to economic indicators and monetary policy expectations. The movement in long-term bond yields is often seen as a signal of investor sentiment regarding future economic conditions and inflation expectations. This development comes amid broader discussions on interest rates and fiscal policies in Japan, as the country navigates its economic recovery.

Japan's Finance Minister, Goto Katayama, stated that the conditions are not currently suitable for revising the 2013 agreement between the government and the Bank of Japan. According to Jin10, this announcement comes amid ongoing discussions about the country's economic policies and the central bank's role in managing monetary policy. The 2013 agreement has been a cornerstone of Japan's economic strategy, focusing on achieving stable inflation and economic growth. Katayama's remarks suggest that the government is not considering changes to this framework at this time, despite various economic challenges. The decision to maintain the status quo reflects a cautious approach to economic policy, prioritizing stability over potential reforms.

陳志太子グループ所有の差し押さえられた高級車33台が3月2日午前、台湾で競売にかけられた。中でも注目を集めたのは「四大神獣」と呼ばれるスーパーカー群——ブガッティ「山猪王」、限定版フェラーリ、ポルシェ「蛙王」、マクラーレンである。報道によると、当日は266人の買い手が競売に参加し、開始からわずか30分で10台が落札された。うち世界限定499台のフェラーリは1億3500万台湾ドル（約2900万元）で落札された。注目を集めたブガッティ「山猪王」とマクラーレンP1は最終的に落札されなかった。関係者によると、当日は計24台が落札され、総落札額は約4億3000万台湾ドル（約9300万元）に達したという。（紅星新聞）

Japan's Fair Trade Commission has initiated an investigation into Microsoft over potential violations of antitrust laws. According to Jin10, the probe aims to determine whether Microsoft's business practices have breached competition regulations. The investigation reflects ongoing global scrutiny of major tech companies regarding their market dominance and competitive behavior. Further details on the specific allegations or potential outcomes of the investigation have not been disclosed.

Bank of Japan Governor Kazuo Ueda stated that setting real wage growth as a target for monetary policy is challenging. According to Jin10, Ueda emphasized the complexity of directly linking monetary policy to wage increases, highlighting the multifaceted factors influencing wage dynamics. The governor's remarks come amid ongoing discussions about Japan's economic strategies and the role of monetary policy in addressing wage stagnation. Ueda's comments underscore the Bank of Japan's cautious approach in navigating economic growth and inflation targets without explicitly tying them to wage growth metrics.

これは誰が正しいか間違っているかという問題ではなく、利益と立場が一致しない場合、既存のガバナンスメカニズムが効果的な解決方法を提供していないということである。

ヴィタリック・ブテリンは、金融の自由は依然として重要であるものの、イーサリアムは世界の問題を解決できず、政治的な権力のように振る舞おうとすべきではないと述べた。代わりに、彼はネットワークに対し、プライバシーを保護し、協調を支援し、単一の権威が完全な支配権を獲得するリスクを低減するオープンなツールの構築に注力するよう促した。

現時点での最優先の関心事は、米イラン紛争関連のヘッドラインニュースである。紛争が予想以上に長期化した場合、エネルギーコストの上昇が金利予想を再構築し、リスク資産に広範な圧力を及ぼす可能性がある。

バイビットは、新たに導入したAI搭載の不正検知エンジンにより、2025年第4四半期に詐欺関連の暗号資産出金3億ドル以上を阻止または妨害したと発表しました。しかし従来のハッキング被害の回収とは異なり、その資金の大半はそもそも流出していなかったため、回収されることはありませんでした。

日曜日の米・イスラエルによるイラン攻撃は、休むことのない暗号資産市場を注目の的とした。

イラン空爆事件発生後、金価格は上昇し、ビットコイン価格は急落した。ビットコインを「デジタルゴールド」と信じ続けられるだろうか？本稿では、ビットコインが「次世代のゴールド」となるために満たすべき条件について考察する。

人工知能、アマゾン、Claude、ダウン、Claudeがダウンした。世界のAIはなぜ「サーキットブレーカー」が作動したのか？ゴールデンファイナンス、一つのダウン事件が、AIインフラのシステム脆弱性を露呈した。

米国と中国がAI標準化の道で模索する姿は、その経路は異なるものの、共に一つの明確な未来を指し示している。AIは技術的なゴールドラッシュから、明確なルールとインフラ、リスク管理を備えた成熟産業へと変貌しつつある。

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2985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。