Antalphaは2025年度財務実績報告書を発表し、年間収益が7970万米ドルに達し、前年比68％増加したことを明らかにした。さらにAntalphaは、1億3400万米ドル相当のテザーゴールド（XAUT）を購入し、2025年末時点での保有量は39,371枚に達し、1340万米ドルの含み益を計上したと表明。同社は傘下のAntalpha RWA Hubを通じてXAUTを現物金に交換可能としている。

At the Strategy World conference, STRC (Strategy Variable Rate Perpetual Stretch Preferred Shares) was introduced as a groundbreaking digital credit instrument. According to NS3.AI, STRC serves as a high-yield, cash-alternative onramp to Bitcoin, raising capital to purchase Bitcoin and providing corporations and investors with a less volatile and more accessible form of Bitcoin exposure. The concept of Digital Credit as Layer 2, along with the potential development of Layer 3 Digital Money solutions, aims to enhance Bitcoin adoption by offering diverse risk-return profiles tailored to both institutional and retail investors.

2026年3月2日、ClaudeやGrokなどのグローバルAIサービスが突然ダウンした。

The UK government is set to reduce its bond issuance to the lowest level in three years, reflecting an improvement in the country's fiscal situation. According to Jin10, the UK Debt Management Office announced on Tuesday that it will sell £252.1 billion in bonds for the fiscal year starting in April. This figure slightly exceeds the £245 billion anticipated by banks surveyed but is significantly lower than the £303.7 billion for the current fiscal year. Despite the reduced supply being favorable for bond investors, concerns over inflation spurred by Middle East conflicts may hinder further interest rate cuts by the Bank of England, leading to a sell-off in UK government bonds this week. Following the announcement, the 10-year government bond maintained its earlier decline, with yields rising by 15 basis points to 4.52%. The bond sale plan follows the economic statement by Chancellor Reeves. Although the recent fiscal statement caused market turbulence, the strengthening fiscal position and expectations of rate cuts led the benchmark UK government bond yield to drop to its lowest level since 2024 last week.

Ether's recent rally encountered resistance just above $2,000, with technical indicators suggesting increased downward pressure if the ETH/USD pair falls below $1,800. According to Cointelegraph, maintaining a price above $1,800 is crucial to prevent further declines. The convergence of bearish charts and on-chain indicators points to potential ETH prices below $1,500. The cost-basis distribution heatmap for Ether reveals strong support around $1,800, where approximately 1.23 million ETH were acquired at an average price of $1,890 over the past month. This area has become a significant support level, and a breach could lead to a retest of February's lows. CoinGlass data indicates that over $120 million in short liquidations occurred in the last two days, clearing overhead leverage. Currently, $624 million in cumulative long liquidation exposure is positioned above $1,800, creating a liquidity pocket below the spot price. CryptoQuant analyst Maartunn identified 67,000 ETH, valued at about $130 million, just below the spot price, underscoring the importance of this support zone. From a technical perspective, the $1,800-$1,900 support zone aligns with the lower trend line of a symmetrical triangle on the daily chart. If bearish momentum continues, the ETH/USD pair could fall below the triangle's lower boundary at $1,850, testing support at $1,750, the multi-year low reached on February 6. A further decline could see ETH approach the triangle's measured target of $1,400, representing a 28% drop from the current price. Meanwhile, Ether's MVRV extreme deviation pricing bands indicate that the ETH price may still have room to decrease before investors' unrealized profit reaches an extreme level, around $1,650. Historically, during bear markets, ETH has bottomed below the lowest MVRV band, as observed in 2018 and 2022. If this pattern repeats, the ETH price bottom could be below $1,650 in the current cycle, aligning with the symmetrical triangle target.

Oxford Economics' Head of Energy Forecasting, Bridget Payne, has indicated that a full-scale oil crisis is unlikely despite the ongoing Middle East conflict, due to sufficient market supply. According to Jin10, Payne noted that Iran is not expected to experience severe and prolonged supply disruptions. Current projections assume a reduction in crude oil supply by an average of 4 million barrels per day in the next quarter. The forecast for Brent crude oil prices in the second quarter is set at $79 per barrel, which is $15 higher than the February baseline prediction. Prices are expected to decline as supply recovers by the end of the quarter. Payne added that the spare capacity in Saudi Arabia and the UAE could offset the shortfall caused by Iran's reduced output, although alternative trade routes can only reroute about one-third of the normal oil flow through the Strait of Hormuz.

Mojtaba Khamenei, the son of Iran's Supreme Leader Ali Khamenei and a potential successor, has been confirmed alive after a U.S.-Israeli airstrike. According to NS3.AI, reports from Iran's Mehr News Agency and Walter Bloomberg verified his survival. This event holds importance for the geopolitical stability of the region.

Bloomberg posted on X, highlighting the companies drawing attention on Wall Street before the market opens. Best Buy is in the spotlight as investors anticipate its latest earnings report, which could provide insights into consumer electronics demand. Exxon is also under scrutiny, with analysts watching for developments in its energy production and market strategy. MongoDB is attracting interest due to its potential growth in the database management sector, as investors assess its performance and future prospects. Surgery Partners is another company being monitored, with expectations surrounding its healthcare services and expansion plans. These companies are set to influence market movements as traders and analysts evaluate their financial health and strategic directions.

Key Takeaways Core Scientific is exiting its Bitcoin treasury strategy, selling 1,900 BTC in January and planning to monetize nearly […] The post Core Scientific Sells Its Bitcoin to Fund AI Expansion appeared first on Coindoo. source: https://coindoo.com/core-scientific-sells-its-bitcoin-to-fund-ai-expansion/

null source: https://x.com/cointelegraph/status/2028825336691978509

Bitcoin is tightening its range at a critical support zone, with price action compressing after weeks of sideways movement. As volatility contracts and momentum build beneath key resistance, the market appears to be preparing for a decisive breakout. With major support holding for now, the stage is set for a significant move. Consolidation Zone Signals Strategic Accumulation Crypto analyst Donald Dean highlights that Bitcoin is currently in a prime position for consolidation and accumulation source: https://www.newsbtc.com/news/bitcoin/bitcoin-coiling-at-key-support/

人工知能、AIは大砲の射程圏内ゴールデンファイナンス、「クラウド」サービスは比喩だが、データセンターはそうではない。

ゴールドマン・サックスは、ドル、円、金を保有して防御的なポートフォリオを構築するよう提案している。その中で金の防御的価値が最も確実であり、ドルと円の強さは短期的な地政学的リスク回避需要に依存している。

どんなに激しいガバナンス論争であれ、どんなに壮大な技術路線であれ、コイン価格が低迷しているなら、すべては空論に過ぎない。

人工知能、乱世の生存：反脆弱性の道ゴールデンファイナンス、この混沌とした世界でいかに生き残り競争力を獲得するか？

長年にわたり、暗号通貨の世界における「オンチェーンドル」はほぼデフォルトの通貨基準であった。

サークルの株価は月曜日に上昇を継続し、さらに15％上昇。先週の第4四半期決算発表以降の上昇率は約60％に達した。暗号資産市場全体が反発する中、投資家がステーブルコイン関連株へ資金をシフトしているためだ。

元ロサンゼルス市警警官のエリック・ヘイラムは、警察官を装って17歳少年のアパートに侵入し、同少年を誘拐するとともに35万ドル相当のビットコインを窃盗した罪で有罪判決を受けた。彼は3月31日に判決を受ける予定だが、共犯者らはまだ裁判にかけられていない。

なぜヴィタリックは相場がパニック状態の時にいつもイーサリアムを売却するのか？

日本銀行（BOJ）は、中央銀行に預けられた預金の決済を検証するため、ブロックチェーン技術を用いた技術実験を開始した。これは中核的な金融インフラにおける分散型台帳システムの探求において重要な一歩となる。