アーカムはXプラットフォームで、孫宇晨に関連するアドレスが最近sUSDSに2億5000万ドルを預け入れ、現在保有するsUSDSトークンの総額は8億8000万ドルを超えていると発表した。推定によると、このアドレスは年間約3500万ドルの収益を得られるという。

Curve FinanceがPancakeSwapに対し、Stableswapのコードを無断で使用し、ユーザーの資金保護のためのセキュリティ対策を参照したことでオープンソースライセンス契約に違反したと主張したことについて、PancakeSwapは声明を発表し、この件についてCurve Financeチームと直接協議すると表明した。

The White House announced progress in controlling Iranian airspace, with expectations to achieve objectives within four to six weeks. According to Jin10, White House Press Secretary Levitt stated this during a press briefing on March 6. Earlier, U.S. President Donald Trump declared on social media that the U.S. would not reach any agreement with Iran except for 'unconditional surrender.' Levitt clarified that 'unconditional surrender' implies that once the U.S. deems Iran no longer a threat and military objectives are met, Iran will effectively be in a state of 'unconditional surrender,' regardless of any public declaration from Iran.

The Kobeissi Letter posted on X. The U.S. private credit market is experiencing a downturn, with the median listed Business Development Company (BDC) now trading at just 0.73 times its net asset value (NAV), marking the lowest point since 2020. BDCs, which are publicly traded entities lending to small, mid-sized, and distressed U.S. businesses, provide retail investors access to private credit markets. Currently, they are valued at 73% of their claimed worth. Over the past 18 months, the median listed BDC price-to-NAV ratio has been steadily declining. For context, this ratio plummeted to approximately 0.35 times during the 2008 financial crisis, indicating that the market valued BDCs at merely 35 cents on the dollar. This decline occurs amid growing concerns that artificial intelligence (AI) could disrupt the business models of software firms, complicating efforts to refinance debt. The average BDC holds around 20% exposure to the software sector, which is under scrutiny due to potential AI impacts. The private credit industry is facing significant pressure as these challenges unfold, raising questions about the future stability and valuation of BDCs in the market.

The U.S. Navy's third carrier strike group, led by the aircraft carrier USS George H.W. Bush, is preparing for an imminent deployment to the Middle East. According to Jin10, this move is part of a strategic effort to bolster military presence in the region. The deployment comes amid ongoing geopolitical tensions and aims to enhance security and stability. The exact timing and duration of the deployment have not been disclosed, but it underscores the U.S. commitment to maintaining a robust naval presence in key strategic areas.

イラン陸軍広報部は現地時間3月6日夜、同日夜にイラン陸軍と海軍のミサイルシステムが米軍空母「リンカーン」に向けて対艦ミサイルを発射したと発表した。（CCTVニュース）

U.S. President Donald Trump announced on social media that a highly productive meeting was held with major American defense manufacturers, focusing on production plans and schedules. According to Jin10, the companies agreed to increase the output of advanced weapon systems to four times the current level, aiming for maximum production capacity as swiftly as possible. The expansion of production capacity began three months ago, with several weapon factories and production lines already under construction. The U.S. has demonstrated nearly unlimited supply capabilities in mid-to-high-end conventional ammunition, as evidenced by recent military actions in Iran and previous operations in Venezuela. Despite this, procurement orders for this category of ammunition have been expanded. The meeting included CEOs from BAE Systems, Boeing, Honeywell Aerospace, L3Harris Missile Solutions, Lockheed Martin, Northrop Grumman, and Raytheon. A follow-up coordination meeting is scheduled for two months from now. Currently, multiple states across the U.S. are actively bidding for the rights to host these new factories.

1. ベーレードの260億ドル私募クレジットファンドが償還制限、市場の懸念がビットコイン及びDeFiへ波及する恐れ；2. ホワイトハウスがサイバー戦略文書を発表、初めて暗号通貨とブロックチェーン技術を安全保障に組み込む；3. ParaFi Capitalが4時間前に前日引き出した7000万SKYを再ステーキング；4. 分析：ウォール街の好材料も暗号資産相場を押し上げられず、ドル高と利益確定売りがBTCの7.4万ドル突破を阻む；5. ブルームバーグアナリスト：ブラックロックがイーサリアムステーキングETFの手数料調整を申請、段階的割引を提供する可能性；6. Vitalikがイーサリアムの最終性メカニズム最適化を提案：Casper FFGをMinimmitに置き換え；7. YZi Labsが8つのWeb3分野で開発者を募集；8. ある大口投資家が1733枚（約883万ドル相当）のXAUTを再購入；9. トランプとAnthropicの「対峙」を受け、米国が厳格な新たな民生用AIガイドラインを起草；10. OpenAIがAIエージェント安全ツール「Codex Security」をリリース；11. グレイドが10時間前にCoinbaseへ1628ETHと約265BTCを送金；12. ある大口投資家が1年休眠後、8208ETH（約1685万ドル相当）をステーキング；13.Polymarketで「3月に原油価格が100ドルを突破」イベント確率が76%に急騰；14.OpenAIとオラクル、テキサス州大型AIデータセンター拡張計画を断念か；15.KalshiとPolymarket、いずれも約200億ドルの評価額で資金調達を模索。

The White House has released a new cyber strategy document titled 'President Trump's Cyber Strategy for America,' according to PANews. The seven-page document outlines six main pillars, focusing on cyber offense and deterrence, but lacks detailed implementation plans. Notably, it is the first U.S. cybersecurity strategy to explicitly mention cryptocurrency and blockchain technology, emphasizing the need for their protection and security. This contrasts with the national cybersecurity strategy released by Joe Biden in 2023, which did not address these technologies. The strategy also aims to 'eradicate criminal infrastructure and cut off financial exit channels,' supported by a new executive order targeting transnational cybercrime. Analysts suggest this could provide regulatory agencies with a basis to intensify actions against mixers, privacy coins, and unregulated financial channels. Additionally, the strategy proposes expanding offensive cyber operation authorities and plans to involve the private sector in combating hostile networks. It also advocates for AI-driven automated cyber defense systems. A new operational unit will be established within the National Coordination Center to coordinate law enforcement against transnational cybercrime groups.

BlackRock has updated its Ethereum staking ETF application, reducing the staking fee rate to 10% of staking rewards, according to PANews. Bloomberg analyst James Seyffart shared on the X platform that the latest document indicates potential tiered rate discounts based on scale. Previously, the ETF's staking fee was set at 18% of total staking earnings. This fee reduction is seen as part of an optimization of BlackRock's Ethereum product structure.

金色财经が暗号通貨とブロックチェーン業界の朝刊『金色早8点』2988号を発行。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。

暗号市場、暗号通貨、四つの戦争　一つの論理：資本が衝突の中で資産価格を再構築する方法ゴールデンファイナンス、戦争は世界に廃墟を見せるが、資本が注目するのは価格だけだ。

金色财经は『金色Web3.0日報』を創刊し、MEME、DeFi、DAO、NFT、メタバース業界の最新ニュースをいち早くお届けします。

2021年から2024年が「L2アウトソーシング時代」だったとすれば、今年はイーサリアムの「主権回復」の始まりを告げる年となる。

米イラン紛争が世界の地政学的構造と主要資産クラスに与える影響を分析し、現在の価格にはまだ十分に織り込まれていない「予想の乖離」を探る。

将来の米ドル金融システムは、果たして銀行が主導するのか、それとも新たなデジタル金融機関が共同で構成するのか？

OpenClawは究極の製品ではないかもしれない。セキュリティ上の脆弱性があり、トークンコストが高く、ビジネスモデルも不透明だ。しかし少なくとも一つの重要なことを成し遂げた。世界中にAIエージェントの可能性を目の当たりにさせたのだ。

3月4日、中東情勢が急激に悪化したことで、世界の金融市場は瞬時に「戦時状態」に突入した。世界の投資家にとって、これは歴史に刻まれるに値する取引日となった。

2026年3月5日、ウォール街で重大な事件が発生した。

クラーケン、連邦準備制度理事会（FRB）のプライム口座を取得：暗号資産業界は「アウトサイダー」から「中核プレイヤー」へ移行中金色财经、暗号資産業界は「アウトサイダー」から「中核プレイヤー」へ移行中