PANews posted on X (formerly Twitter). The upcoming release of the U.S. non-farm payroll report is drawing attention as geopolitical tensions in the Middle East have led to a halt in shipping through the Strait of Hormuz, pushing Brent crude oil prices close to $90 per barrel. In response to these developments, U.S. President Donald Trump has issued a strong statement. In related news, the U.S. government is considering imposing global export controls on AI chips, a move that has impacted the stock prices of companies like Nvidia. Meanwhile, JPMorgan Chase has announced a $20 billion investment in artificial intelligence, and Bitcoin mining companies are reportedly selling off BTC to invest in AI technologies. Bitcoin's price has seen a correction, dropping from $74,000 to $71,000, as miners engage in significant sell-offs. Additionally, $2.3 billion in options are set to expire on March 6, leading to divided opinions in the market.

Vladimir Putin remains committed to increasing military expenditures, according to Lithuanian intelligence. Bloomberg posted on X, highlighting that this decision comes despite Russia facing economic difficulties. The focus on military enhancement underscores the Russian government's strategic priorities, even as the nation's economic conditions continue to weaken. This approach reflects a broader trend of prioritizing defense capabilities over economic stability.

Ford Motor Company has announced a recall of 889,950 vehicles in the United States due to safety concerns. According to Jin10, the recall affects several models and is part of the company's ongoing efforts to address potential issues that could compromise vehicle safety. The National Highway Traffic Safety Administration (NHTSA) has been informed of the recall, and Ford is working to ensure that affected vehicles are serviced promptly. Owners of the recalled vehicles are advised to contact their local dealerships for further information and assistance. This recall highlights the importance of vehicle safety and the measures automakers must take to protect consumers.

The Labor Statistics Bureau is set to release new population control data that was delayed due to a 43-day government shutdown last year. According to Odaily, BNP Paribas Chief U.S. Economist Eggerhoff noted that the latest Census Bureau data indicates the Labor Statistics Bureau has been overestimating population growth since the end of 2024. The adjusted January data is expected to show a reduction of approximately 590,000 in the population aged 16 and above, a decrease of about 370,000 in the labor force, and similar adjustments in household survey employment figures. Using experimental series that smooth past population control and immigration data, combined with the latest census data, the U.S. labor force is projected to grow by only 900,000 in 2025, with overall labor force growth in 2026 expected to be well below 500,000. The population control adjustments will only affect January's household survey data, meaning month-to-month comparisons of household employment, unemployment, and labor force indicators will not be directly comparable. Bank of America Securities Economist Mishra stated that the good news is that key ratios, such as the unemployment rate and labor force participation rate, are typically minimally affected. Last year, population control adjustments increased these two ratios by 0.1 percentage points, while this year's adjustments may slightly decrease them.

UK police have arrested an Iranian national along with three individuals holding dual British-Iranian citizenship as part of a pre-planned operation. According to Jin10, the arrests were carried out in coordination with ongoing investigations. The authorities have not disclosed further details about the operation or the charges against the individuals. The situation underscores the complexities involved in international law enforcement and diplomatic relations.

UK police have launched an investigation into suspected surveillance activities targeting locations and individuals within the Jewish community in London. According to Jin10, authorities are examining reports of suspicious monitoring that may pose a threat to community safety. The investigation aims to ensure the security and well-being of the affected individuals and locations. Further details on the nature and extent of the surveillance activities are yet to be disclosed as the inquiry progresses.

2026年第10週（2月27日～3月5日）：1. cloverpoolによると、ビットコインネットワーク全体の平均ハッシュレートは1025 EH/s、最高値は1193 EH/s、最低値は933 EH/sで、前週平均（1055 EH/s）から2.9%下落。2.blockchain.comによると、ビットコイン平均価格は67,986ドル、最高値74,100ドル、最安値63,019ドルで、前週平均（66,740ドル）から1.8%上昇。3、注目すべきマイニング業界ニュース：（1）ビットコイン採掘企業は昨年10月以降1.5万BTC以上を売却、業界の保有戦略が転換；（2）ビットコイン採掘企業TeraWulfの2025年売上高は20％増加したが、純損失は6億6100万ドルに拡大。AIとHPC事業への転換を加速；（3）モルガン・スタンレーがビットコイン採掘企業Core Scientificに5億ドルの融資を提供。データ提供パートナー：NYSE上場ビットコイン採掘企業Cango Inc.（CANG）燦谷。

過去2時間、0x1bfで始まる鯨が保有するBTCロングポジションが価格70,151ドルまで下落した際に清算がトリガーされ、合計146BTC（約1,027万ドル相当）がロスカットされた。これは過去24時間でネットワーク最大の単一ロスカットとなった。現在、当該アドレスは依然として40倍レバレッジのBTCロングポジションを保有しており、ポジション規模は約4160万ドル、平均購入価格は71440ドル。次の清算価格は69997ドルで、清算まで約1.4%の余裕がある。このアドレスは昨夜、平均価格72,300ドルで3,250万ドル規模のBTCショートポジションを全て決済して利益確定した。その後BTCが72,000ドルを割り込んだのを機にロングポジションを建て直し、一時ポジション規模を5,200万ドルまで拡大。Hyperliquid上で最大のBTCロングポジション保有者となった。ショートからロングへの転換から清算までの時間は24時間を下回った。

Switzerland's foreign exchange reserves experienced a minor decrease in February, totaling 7100.29 billion Swiss francs. According to Jin10, the previous value was revised from 7120 billion Swiss francs to 7120.4 billion Swiss francs. This adjustment reflects a slight change in the country's financial holdings, indicating a stable economic environment despite the minor fluctuation in reserves.

Eiji Maeda, a former official responsible for monetary policy at the Bank of Japan (BOJ), has indicated that despite the uncertainties arising from the Iran conflict, there is still a 50% probability of a rate hike by the BOJ next month following the decision to maintain rates in March. According to Jin10, Maeda stated, "The next rate hike is likely to occur in either April or June. Given the current uncertainties, both possibilities are roughly equal. This presents an extremely challenging situation for the BOJ." He further noted that due to rising risks of lagging inflation, an April rate hike would be more prudent. His view aligns with the general market expectation, as the overnight swap market shows traders believe there is about a 60% chance of a rate hike in April. Maeda pointed out, "If the BOJ does not act in April, the yen may weaken further. If it breaks 160 against the dollar, it will increase the risk of lagging behind market trends." Even at current levels, the yen is "quite weak," and a slight adjustment would be more comfortable for Japanese businesses and households.

2026年3月3日未明、ワシントン。ビットコイン政策研究所のサーバーが最終データ処理を完了した。

イーサリアムのトークン経済モデルは、2025年12月のFusakaアップグレード後に既に損なわれている。Vitalikはそれを承知の上で売却を進めており、一方でETHの最も熱狂的な強気派であるTom Leeは底なしの穴を埋め続けている。

世界で2番目に大きなステーブルコイン発行体であるCircleが、なぜAI決済の最大の受益者となったのか？

投資の本質とは、到来したもののまだ均等に分配されていない未来において、価格のミスマッチを見出すことである。

米証券取引委員会（SEC）は、ジャスティン・サン氏の関連企業が1000万ドルの罰金支払いに合意したことを受け、同氏に対する訴訟を取り下げる。本件では、サン氏とその企業がTRON（TRX）に関連する違法なトークン販売とウォッシュトレードを行ったと訴えられていた。

コインベースの株主が、同取引所の複数の最高幹部および取締役を相手取り、コンプライアンスと開示慣行を適切に監督しなかったとして、派生訴訟を提起した。

現在、世界の金融構造は体系的に、人間中心のデジタルビジネスから自律型エージェントビジネスモデルへと移行している。この転換は、インターネットネイティブ決済ゲートウェイの登場以来、取引ライフサイクルにおける最も重大な再構築を意味する。

ニューヨーク連邦裁判所に提出された最終判決案によると、SECは、TRONブロックチェーン関連企業であるRainberryが1000万ドルの民事罰金を支払うことを条件に、孫宇晨およびTRON財団、BitTorrent財団に対する残りの訴追を取り下げる。

Anthropicの創業者ダリオは、プログラミングが最初に消え、ソフトウェアエンジニアリングは遅れて消えるが、最終的にはAIに大きく代替されると考えている。若者は人間中心の仕事、物理世界での仕事、そして批判的思考を学ぶべきだ。

クラーケン・フィナンシャルが米連邦準備制度理事会（FRB）のプライム口座開設を承認された背景には、伝統的銀行業界の集団的恐怖、FRBの綱渡り的な危機管理、ステーブルコイン二大巨頭の生死をかけた決戦、そしてウォール街の兆単位資本の狂乱が潜んでいる。