European countries have not engaged with Russia regarding the restoration or increase of energy supplies due to the situation in Iran, according to Jin10. The Kremlin has noted that geopolitical tensions are influencing discussions on energy cooperation. This development highlights the complex interplay between international relations and energy markets, as countries navigate diplomatic challenges while addressing their energy needs.

Coupang Pay, the payment arm of South Korea's top e-commerce company Coupang, is reportedly considering the launch of a stablecoin. According to NS3.AI, this initiative aims to lower the high transaction fees associated with payments, potentially saving the company hundreds of billions of won each year. Industry experts view this development as a significant move towards integrating blockchain-based payment solutions in large-scale e-commerce.

Key takeawaysEthereum reserves on centralized exchanges have dropped to multi-year lows.Over 31.6 million ETH left exchanges in February, the largest monthly outflow since November.ETH is currently trading around $2,080–$2,100, holding above the key $2,000 psychological level.Retail traders are accumulating while whales remain net sellers, creating a market divergence.Ethereum Exchange Supply Drops as ETH Holds Above $2,000Ethereum exchange balances have fallen to multi-year lows, signaling a potential supply squeeze as ETH trades slightly above the $2,000 mark.Data from CryptoQuant shows that approximately 31.6 million ETH was withdrawn from centralized exchanges in February, marking the largest monthly outflow since November.At the same time, ETH prices have stabilized around $2,080–$2,100, suggesting investors may be moving coins into long-term storage or staking rather than preparing to sell.Large withdrawals reduce the amount of Ether available for spot trading, which can amplify price moves when demand increases.Binance Leads Ethereum WithdrawalsAmong major exchanges, Binance recorded the largest Ethereum withdrawals.Exchange outflows included:Binance: ~14.45 million ETH withdrawnOKX: ~3.83 million ETHKraken: ~1.04 million ETHCryptoQuant data also shows Binance’s ETH reserves falling to about 3.46 million ETH, the lowest level since 2020.Historically, declining exchange reserves have often preceded strong price rallies, as reduced supply tightens liquidity across trading platforms.Retail Buying vs Whale Selling Creates Market SplitWhile exchange supply shrinks, derivatives data suggests the Ethereum market remains divided between retail buyers and large sellers.Data from Hyblock Capital shows:Retail traders ($0–$10K trades)Net buying pressure of roughly $95 million.Large traders ($10K–$100K trades)Net selling of around $162 million.Whale trades ($100K+)Approximately $357 million in net selling.This divergence indicates retail investors are accumulating ETH, while larger players are still reducing exposure or taking profits.Ethereum Leverage Declines as Market ConsolidatesOpen interest in Ethereum derivatives has also declined.Current aggregated open interest: about $9.41 billionLate February level: nearly $10 billionThe reduction suggests leveraged positions have been trimmed as ETH consolidates between $1,900 and $2,100.Lower leverage often creates healthier market conditions, reducing the risk of sudden liquidation cascades.Why the Ethereum Supply Crunch MattersWhen fewer coins remain on exchanges, the market can experience tighter liquidity and stronger price reactions if buying pressure increases.If two conditions occur simultaneously:Retail accumulation continuesWhale selling slowsthen Ethereum’s reduced exchange supply could accelerate a breakout above the $2,000–$2,150 resistance zone.Such a move would strengthen bullish momentum and potentially trigger a broader altcoin rally.Ethereum OutlookWith exchange balances at multi-year lows and ETH stabilizing above $2,000, the market is entering a phase where supply dynamics may play a larger role in price movements.If demand strengthens while exchange reserves keep falling, Ethereum could face a liquidity squeeze that amplifies upward price pressure in the coming weeks.

According to BlockBeats, Iranian media reported on March 4 that Ayatollah Hatami, a member of the Assembly of Experts, announced the confirmation of a candidate for the country's leadership. The Leadership Council is currently overseeing national duties and will soon appoint the new Supreme Leader.

The funeral for Ayatollah Ali Khamenei, who died in a US-Israeli airstrike last weekend, is set to commence on Wednesday. Bloomberg posted on X, detailing the arrangements for the ceremony. The event is expected to draw significant attention, given the circumstances surrounding his death. Ayatollah Khamenei was a prominent figure, and his passing has sparked discussions and reactions globally. The funeral will be a moment for reflection on his influence and the geopolitical implications of his death.

오픈AI는 GitHub의 반복적인 서비스 중단으로 업무에 차질이 빚어지자 자체 코드 호스팅 플랫폼을 개발 중이다. 이 신규 플랫폼은 유료 서비스로 제공될 수 있으며, 이로 인해 오픈AI는 마이크로소프트와 직접 경쟁하게 될 전망이다.

Cryptocurrency markets experienced a rebound on Wednesday, recovering from a recent selloff. Bloomberg posted on X that the selloff was initially triggered by the escalating conflict in the Middle East, which had also impacted other asset classes. The recovery in the crypto markets highlights their resilience amid geopolitical tensions. Investors are closely monitoring the situation as it unfolds, assessing the potential implications for global markets.

In light of recent U.S. and Israeli military actions against Iran, traders have turned to Hyperliquid, a decentralized derivatives exchange, to assess geopolitical risks in real time. According to NS3.AI, this shift has resulted in a 13% increase in the value of Hyperliquid's HYPE token. Traditionally, Bitcoin has been the go-to asset for hedging against geopolitical uncertainties due to its 24/7 liquidity. However, market participants are now opting for Hyperliquid’s perpetual futures, which are linked to commodities such as crude oil, to manage risk. While Hyperliquid's HYPE token experiences a surge, Bitcoin remains confined within a trading range of $60,000 to $70,000. This performance is notably behind that of gold and other assets, which have shown more significant movement amid heightened volatility in the commodities market.

Trading volume for Strategy’s perpetual preferred stock Stretch (STRC) surged above $200 million on March 3, marking a new high for 2026 and potentially providing funding for another large Bitcoin purchase.The spike in activity suggests continued investor demand for securities tied to Strategy’s Bitcoin accumulation strategy.$200M Trading Volume for STRCShares of Stretch (STRC) — a perpetual preferred stock issued by Strategy — recorded over $200 million in trading volume, exceeding its $100 par value.The surge represents the highest trading activity for the security so far in 2026.Preferred stock instruments like STRC are part of Strategy’s broader financing structure designed to raise capital for additional Bitcoin purchases.Capital Could Fund Purchase of 1,000 BTCMarket estimates suggest the capital generated from the trading activity could help finance the acquisition of roughly 1,000 Bitcoin, depending on market prices.At recent BTC prices near $65,000–$70,000, purchasing 1,000 BTC would require approximately $65–$70 million, well within the funding capacity implied by the surge in STRC activity.Strategy Continues Bitcoin Treasury ExpansionBitcoin remains central to Strategy’s corporate treasury strategy.The company is currently the largest publicly traded corporate holder of Bitcoin, holding hundreds of thousands of BTC accumulated through a combination of:Equity offeringsConvertible bondsPreferred stock issuanceThese financing methods allow Strategy to raise capital in traditional markets while expanding its Bitcoin reserves.Investor Demand for Bitcoin-Linked SecuritiesThe strong trading volume in STRC reflects growing demand among investors seeking indirect exposure to Bitcoin through regulated financial instruments.Preferred stock linked to a Bitcoin-focused treasury strategy provides:Yield exposureEquity-like participationIndirect BTC price sensitivityAs institutional interest in Bitcoin continues to grow, securities tied to corporate Bitcoin holdings are becoming an increasingly important bridge between traditional finance and the crypto market.

에릭 트럼프는 오늘 아침 소셜 미디어에 게시한 글에서 "대형 은행"이라는 장기 독점 기관들이 고객 이익을 해치면서 소매 통화 시장 계좌에 거의 제로 수익을 제공하는 동시에 잔액이 적은 계좌에 높은 수수료를 부과하고 있다고 지적했습니다. 그는 이러한 은행들이 현재 암호화폐 업계가 플랫폼에서 진정한 혜택, 특권 및 보상을 제공하는 것을 막기 위해 모든 수단을 동원하고 있다고 덧붙였습니다. 에릭 트럼프는 이 은행들이 가장 큰 위선자이며, 디지털 금융 경쟁에서 뒤처지고 있다는 사실을 알고 패닉 상태에 빠져 있다고 지적했다. 전통적인 은행 산업은 암호화폐 업계가 사용자에게 더 가치 있는 서비스를 제공하는 것을 막으려 하고 있다고 그는 덧붙였다.

Key takeawaysBitcoin climbed above $71,000, gaining more than 6% in 24 hours.The rally occurred despite escalating Middle East tensions and oil supply disruptions in the Strait of Hormuz.Major cryptocurrencies including Ether, XRP, and Solana also posted 4–6% gains.Analysts say Bitcoin is showing early signs of defensive behavior during geopolitical stress.Bitcoin Breaks $71,000 Despite Geopolitical TurmoilBitcoin rallied strongly on Wednesday, climbing above $71,000 and leading a broader rebound across the cryptocurrency market.The world’s largest cryptocurrency gained more than 6% over the past 24 hours, reaching roughly $71,023 during European trading hours, according to market data.The move marks a notable display of resilience as markets digest escalating conflict in the Middle East, including disruptions to oil shipments through the Strait of Hormuz.Since the conflict began over the weekend, Bitcoin has repeatedly held support near $65,000, suggesting that sellers have struggled to push prices lower.Altcoins Follow Bitcoin’s MomentumThe rally extended beyond Bitcoin, lifting the broader crypto market.Major tokens posting gains included:Ethereum (ETH) – up about 4%XRP – up around 4–5%Solana – up roughly 6%Meanwhile, the CoinDesk 20 Index, a benchmark tracking major crypto assets, rose over 5% to around 2,025 points.The synchronized gains suggest renewed risk appetite across the digital asset market.Bitcoin Shows Signs of “Defensive” Market BehaviorSome analysts say Bitcoin’s performance during the geopolitical crisis hints at emerging defensive characteristics.According to analysts at Tagus Capital, Bitcoin may increasingly function as a flexible alternative to traditional safe-haven assets, even though it remains a high-volatility asset.During the same period:Gold, which had surged above $5,400 per ounce, retreated to about $5,160Asian equity markets declined as rising energy prices weighed on economic outlooksThis divergence has sparked debate about whether Bitcoin is gradually evolving into a macro hedge during geopolitical uncertainty.Oil Shock and Inflation Risks Remain Key Macro DriversThe ongoing conflict has intensified fears of energy supply disruptions, particularly as Iran reportedly moved to block oil flows through the Strait of Hormuz, one of the world’s most critical shipping routes for crude oil.Higher oil prices could:Increase global inflation pressureDelay central bank rate cutsTrigger further market volatilityDespite these risks, Bitcoin’s ability to remain above $65,000 support has strengthened bullish sentiment among traders.Can Bitcoin Hold the Breakout?With Bitcoin now testing the $71,000 level, traders are closely watching whether the rally can extend toward higher resistance levels.If the breakout holds, the move could signal renewed momentum after weeks of sideways consolidation, especially if institutional inflows and macro demand continue to support the market.

일론 머스크의 X(구 트위터)가 인공지능(AI) 생성 콘텐츠에 대한 규제를 강화하고 있다. 이번에는 창작자들의 수익이 걸린 문제다. 해당 플랫폼은 AI로 제작된 영상임을 명확히 밝히지 않고 게시할 경우, 해당 사용자의 수익 공유 프로그램 참여 자격을 90일간 정지시킬 예정이다.

최고경영자(CEO) 파올로 아르도이노(Paolo Ardoino)는 테더(Tether)의 대외적 얼굴이다. 테더의 새로운 시가총액은 그의 순자산을 665억 달러까지 끌어올릴 수 있으며, 최고재무책임자(CFO)의 재산은 이 수치의 두 배 이상일 수 있다.

미국 비트코인 코퍼레이션(American Bitcoin Corp)이 신규 채굴 장비 11,298대를 구매해 채굴 능력을 약 12% 증가시킨 28.1 EH/s로 확대했으며, 해당 장비는 이번 달 앨버타주에 설치될 예정이다. 한편 경쟁사인 마라 홀딩스(MARA Holdings)와 코어 사이언티픽(Core Scientific)은 비트코인을 매각하고 운영을 인공지능(AI) 데이터 센터로 전환하고 있다.

인공지능, OpenClaw 이후 AI 창업의 논리가 바뀌었다 골든파이낸스, '랍스터'로 가득 찬 모임.

본문은 스테이블코인 결제 인프라 구조를 분해하고, Coinbase, Binance, OKX, Robinhood, Bitget 등 5개 거래소의 실제 위치를 하나씩 분석하며, 다섯 가지 흔한 전략적 오류를 식별하고 세 가지 최종 시나리오를 시뮬레이션한다.

지정학적 갈등이 초래한 경제적 영향이 중동에서 전 세계로 확산되면서 한국 증시가 먼저 폭락했다……

중동 지역의 지정학적 긴장이 고조되는 가운데 비트코인이 7만 달러 선을 돌파했으며, 놀랍게도 패닉 조짐은 전혀 보이지 않고 있다.

인공지능, 컴퓨팅 파워, 칩, DeepSeek, 엔비디아, 중국 AI 컴퓨팅 파워 반격전 골든파이낸스, 중국 AI, 과연 어떤 컴퓨팅 파워 독립이 필요한가?

이란 최대 암호화폐 거래소 노비텍스(Nobitex)에서 미국과 이스라엘의 공습 직후 48시간 만에 암호화폐 유출액이 700% 급증해 약 300만 달러에 달했다. 이는 거래자들이 전쟁과 국내 규제로부터 자산을 보호하기 위해 안간힘을 쓰면서 안전자산으로의 광란의 도피를 시사한다.