Traders are shifting their focus to newly listed contracts as Big Tech companies no longer drive stock market gains. Bloomberg posted on X, highlighting that investors are now exploring short-term trading opportunities in some of the largest companies. This change in strategy comes as the market dynamics evolve, prompting traders to adapt to the new landscape. The move reflects a broader trend where market participants seek to capitalize on immediate opportunities rather than relying on long-term growth from technology giants.

The U.S. military has confirmed that the USS Abraham Lincoln aircraft carrier was not attacked by Iran, despite recent reports suggesting otherwise. According to Jin10, officials clarified that the missiles launched did not come close to the target. This statement aims to dispel rumors and reduce tensions in the region. The clarification comes amid heightened geopolitical concerns, with both nations closely monitoring military activities in the area.

The President of the European Commission, Ursula von der Leyen, has expressed concerns over the potential escalation of tensions in the Middle East. According to Jin10, von der Leyen highlighted the existing risks that could lead to further instability in the region. Her remarks come amid ongoing geopolitical challenges that have raised alarms among international leaders. The situation in the Middle East remains a focal point for global diplomatic efforts, as stakeholders seek to mitigate the risks of conflict and promote peace.

The European Union Commission President, Ursula von der Leyen, has called for Iran to cease its military nuclear and ballistic missile programs. According to Jin10, von der Leyen emphasized the need for Iran to stop destabilizing activities in the air, on land, and at sea. This statement underscores the EU's stance on maintaining regional stability and preventing nuclear proliferation. The call for action reflects ongoing international concerns regarding Iran's military capabilities and its impact on global security.

Apple is advancing its efforts in artificial intelligence devices and visual intelligence, according to a recent analysis. Bloomberg posted on X, highlighting the tech giant's strategic focus on integrating AI into its product lineup. This move is seen as a significant step in enhancing user experience and maintaining competitive advantage in the tech industry. In addition to Apple's AI initiatives, the newsletter discusses three potential scenarios for the European Union's future. These scenarios explore various political and economic factors that could influence the EU's trajectory, emphasizing the importance of strategic planning and adaptability in the face of changing global dynamics. Furthermore, the newsletter delves into the potential of minipigs in medical research. These animals are being considered for their suitability in various medical studies, which could lead to advancements in healthcare and treatment methodologies. The exploration of minipigs underscores the ongoing search for innovative solutions in the medical field.

null source: https://x.com/BSCNews/status/2028121371218227526

The U.S. Central Command has confirmed the death of three American soldiers during an operation in Iran. According to Jin10, this incident is part of ongoing military actions involving Iran. The details surrounding the operation and the circumstances of the soldiers' deaths have not been fully disclosed. This development highlights the ongoing tensions and military engagements in the region, raising concerns about potential escalations. The U.S. military continues to monitor the situation closely as further information becomes available.

イランが湾岸都市の米軍基地にミサイルを発射し、航空会社が運航を停止し、石油やその他の製品を輸送するタンカーがホルムズ海峡の通過を中断する中、情勢はさらに混乱を深めている。ハンヤ・インベストメントの固定収益チームでポートフォリオマネージャーを務めるロン・レン・ゴー氏は、中東におけるテールリスクが高まっていると指摘する。市場は再評価され、地政学的ショックから政権リスクショック、長期紛争へと移行するだろう。イランが交渉の意思を示さない限り、単なる報復行動にとどまらない。アナリストは、より大きなリスクは市場の慢心にあると見ている。市場はこれまで、紛争の影響は限定的だと想定し、今回の紛争を1979年のイラン政権交代と比較することを軽視してきた。バークレイズのアナリストは、歴史が「紛争発生時に買い増すのではなく『事実を売る』べきだ」と強く示していると指摘。しかし懸念されるのは、投資家が「事実を売る」思考に慣れ、状況が制御不能になるリスクを過小評価している可能性がある点だ。下落局面での即時買いは避けるべきだと助言。株価調整が十分に大きい場合（例：S&P500指数が10%超下落）は買い場となる可能性があるが、現時点ではまだ早い。(金十)

Hezbollah leader Naim Qassem stated on March 1 that the group will persist in resisting aggression from the United States and Israel. According to Jin10, Qassem emphasized Hezbollah's commitment to defending its position and fulfilling its 'duty to resist aggression.' He accused the U.S. and Israel of committing 'criminal and brutal aggression' against Ayatollah Khamenei and other Iranian officials and civilians, describing these actions as a 'stain on human conscience.'

Retail investors, once the driving force behind cryptocurrency rallies, are now shifting their focus away from the digital asset market. Bloomberg posted on X, highlighting the changing dynamics as these investors, known for buying dips and speculating on memecoins, are moving on to other opportunities. This shift marks a significant change in the crypto landscape, which has relied heavily on retail participation for momentum. The departure of retail investors comes amid a broader market evolution, where institutional players are increasingly taking center stage. As retail interest wanes, the cryptocurrency market faces new challenges in maintaining its previous levels of activity and enthusiasm. This transition could lead to a more stable but less volatile market environment. The implications of this shift are profound, as retail investors have historically been a key component in driving price surges and market excitement. Their reduced involvement may alter the dynamics of future rallies and affect the overall growth trajectory of cryptocurrencies. As the market adapts to this new reality, stakeholders are closely monitoring the impact on trading volumes and price movements. While the crypto market continues to evolve, the focus is now on how institutional investors will shape its future. Their growing presence could bring increased legitimacy and stability, but it may also lead to a different kind of market behavior compared to the retail-driven past. As the industry navigates these changes, the role of retail investors remains a topic of interest and speculation.

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。

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