Crypto KOL 戈多Godot (@GodotSancho) posted on X. The Bitcoin market is currently undergoing a continuous 'liquidity hunt,' with major players targeting specific volatility ranges. On the spot market, Bitcoin has repeatedly tested the $68,866 level on an hourly basis, leaving long upper shadows each time. This area is characterized by dense limit orders, aligning with a bullish sentiment that accounts for 34.21% of total trading volume, combined with 13.85% of sold call options. Options funds have established significant short call positions at strike prices of $69,000 and above, creating selling pressure. There is also capital support below, forming a typical wide straddle structure to earn time value, reflected in the market as a swing between highs and lows. In the short term, Bitcoin is likely to continue its wide-ranging oscillation. The far-end 0.15 Delta Skew is deeply negative, with figures of -14.15% on March 4 and -15.05% on March 5, indicating that institutions are still purchasing deep out-of-the-money puts as extreme downside protection for spot positions. The one-day at-the-money implied volatility remains high at 56.91%, showing that market makers are highly cautious of intraday volatility. Operationally, a defensive approach is recommended, as conditions do not support a reversal. In the options market, selling calls to earn premiums is suggested.

Bitwise's chief investment officer, Matt Hougan, has significantly revised his projections for the adoption of on-chain finance following a surge in investor activity on crypto platforms like Hyperliquid. According to Cointelegraph, this shift occurred amid the recent U.S.-Israel attack on Iran, which saw investors flocking to trade tokenized assets. In a post titled "The weekend that changed finance," Hougan highlighted that Hyperliquid became a focal point for trading real-world assets such as crude oil and tokenized gold while traditional stock exchanges in the U.S., Europe, and Asia were closed during the initial attack on Saturday at approximately 3:30 am UTC. Hougan noted that on-chain finance dominated the financial landscape for most of Sunday, challenging his previous belief that traditional markets would take five to ten years to transition on-chain. He now anticipates this shift will occur much sooner, citing blockchain's continuous trading capabilities as a significant advantage over conventional stock exchanges and T+1 settlement processes. Over the weekend, Hyperliquid experienced over $11.5 billion in trading volume, with Bloomberg referencing its crude oil contract as the most pertinent price indicator. Additionally, Tether's tokenized gold product, Tether Gold (XAUt), saw its 24-hour trading volume exceed $300 million, while prediction markets on platforms like Kalshi and Polymarket also experienced increased activity. In January, the New York Stock Exchange and its parent company, the Intercontinental Exchange, announced plans to facilitate 24/7 trading and instant settlement of stocks and exchange-traded funds through a blockchain post-trade system. This system will include multi-chain support and custody features, although no specific timeline or details about the blockchain's structure have been disclosed. For the time being, Hougan emphasized that hedge funds, banks, and other investors aiming to remain competitive must establish stablecoin wallets and familiarize themselves with trading on crypto perpetual platforms like Hyperliquid.

Polymarket and Kalshi, two prominent prediction markets, are being urged to prohibit betting on wars due to national security concerns. Bloomberg posted on X, highlighting the argument that such activities could pose risks beyond moral implications. The call for a ban emphasizes the potential dangers associated with allowing financial speculation on geopolitical conflicts. Critics argue that betting on wars could lead to unintended consequences, including influencing public perception and potentially affecting national security strategies. The debate continues as stakeholders weigh the ethical and security implications of such market activities.

인공지능, AI 에이전트, OpenAI, 3년 전 OpenAI가 AI의 영향을 받지 않을 것이라고 예측했던 직업들이 현재 4배의 속도로 잔혹하게 짓밟히고 있다. 골든파이낸스, 우리에게 남은 시간은 아마도 24개월밖에 되지 않을 것이다.

Japan's Finance Minister, Goto Katayama, has reiterated that the principle of allowing the Bank of Japan to independently decide on specific monetary tools remains unchanged. According to Jin10, this statement underscores the government's commitment to maintaining the central bank's autonomy in managing monetary policy. The reaffirmation comes amid ongoing discussions about Japan's economic strategies and the role of the central bank in addressing financial challenges. The Bank of Japan continues to play a crucial role in shaping the country's monetary policy, with its decisions closely watched by both domestic and international markets.

Bitwise 최고투자책임자(CIO) 매트 호건은 기존에는 전통 시장이 블록체인 상으로 대규모 이주하는 데 5~10년이 소요될 것으로 예상했으나, 미·이스라엘의 이란 공격과 글로벌 주요 증시 휴장 기간 동안 다수의 투자자가 암호화폐 플랫폼으로 몰려 토큰화 자산 거래를 진행하면서 '온체인 금융'의 대중화 시기가 크게 앞당겨졌다. 암호화폐 영구 계약 플랫폼 하이퍼리퀴드(Hyperliquid)는 원유, 토큰화 금 등 현실 세계 자산(RWA) 거래의 중심지로 부상했다. "일요일 대부분의 시간 동안 온체인 금융이 글로벌 금융 시장의 중심이 됐다"는 데이터에 따르면, 하이퍼리퀴드의 지난 토요일과 일요일 이틀간 총 거래량은 115억 달러를 넘어섰다. 또한 테더(Tether)의 토큰화 금 상품인 테더 골드(Tether Gold)의 24시간 거래량은 한때 3억 달러 이상으로 급증했으며, 예측 시장 플랫폼 칼시(Kalshi)와 폴리마켓(Polymarket)의 거래량도 크게 증가했다. (코인텔레그래프)

The yield on Japan's 30-year government bonds increased by 2.5 basis points, reaching 3.355%. According to Jin10, this rise in yield reflects ongoing adjustments in the bond market as investors react to economic indicators and monetary policy expectations. The movement in long-term bond yields is often seen as a signal of investor sentiment regarding future economic conditions and inflation expectations. This development comes amid broader discussions on interest rates and fiscal policies in Japan, as the country navigates its economic recovery.

Japan's Finance Minister, Goto Katayama, stated that the conditions are not currently suitable for revising the 2013 agreement between the government and the Bank of Japan. According to Jin10, this announcement comes amid ongoing discussions about the country's economic policies and the central bank's role in managing monetary policy. The 2013 agreement has been a cornerstone of Japan's economic strategy, focusing on achieving stable inflation and economic growth. Katayama's remarks suggest that the government is not considering changes to this framework at this time, despite various economic challenges. The decision to maintain the status quo reflects a cautious approach to economic policy, prioritizing stability over potential reforms.

천지태자 그룹 소유의 압류된 고급차 33대가 3월 2일 오전 대만에서 경매에 부쳐졌으며, 그중 가장 주목을 받은 것은 '사대 신수'로 불리는 슈퍼카들, 즉 부가디 '산돼지왕', 한정판 페라리, 포르쉐 '개구리왕' 그리고 맥라렌 스포츠카였다. 보도에 따르면 이날 총 266명의 구매자가 경매에 참여했으며, 시작 30분 만에 10대가 낙찰됐다. 이 중 전 세계 499대 한정판 페라리 슈퍼카는 1억 3500만 대만 달러(약 2900만 위안)에 거래됐다. 한편 주목받던 부가디 '산돼지왕'과 맥라렌 P1은 결국 낙찰되지 못했다. 당일 총 24대가 낙찰되어 총 거래액은 약 4억 3천만 대만 달러(약 9억 3천만 위안)에 달했다. (홍성신문)

Japan's Fair Trade Commission has initiated an investigation into Microsoft over potential violations of antitrust laws. According to Jin10, the probe aims to determine whether Microsoft's business practices have breached competition regulations. The investigation reflects ongoing global scrutiny of major tech companies regarding their market dominance and competitive behavior. Further details on the specific allegations or potential outcomes of the investigation have not been disclosed.

Bank of Japan Governor Kazuo Ueda stated that setting real wage growth as a target for monetary policy is challenging. According to Jin10, Ueda emphasized the complexity of directly linking monetary policy to wage increases, highlighting the multifaceted factors influencing wage dynamics. The governor's remarks come amid ongoing discussions about Japan's economic strategies and the role of monetary policy in addressing wage stagnation. Ueda's comments underscore the Bank of Japan's cautious approach in navigating economic growth and inflation targets without explicitly tying them to wage growth metrics.

이것은 누가 옳고 그른지의 문제가 아니라, 이익과 입장이 일치하지 않을 때 기존의 거버넌스 메커니즘이 효과적인 해결 방안을 제공하지 못한다는 점이다.

비탈릭 부테린은 금융적 자유가 여전히 중요함에도 불구하고, 이더리움이 세계의 문제를 해결할 수 없으며 정치적 권력처럼 행동하려 해서는 안 된다고 말했다. 대신 그는 네트워크가 프라이버시를 보호하고 협력을 지원하며 단일 기관이 완전한 통제권을 장악할 위험을 줄이는 개방형 도구 구축에 집중할 것을 촉구했다.

현재 가장 주목해야 할 점은 미-이란 갈등 관련 헤드라인 뉴스다. 갈등이 예상보다 오래 지속될 경우, 에너지 비용 상승이 금리 전망을 재편하고 위험 자산 전반에 압박을 가할 수 있다.

바이빗은 자사의 새로운 인공지능 기반 사기 탐지 엔진이 2025년 4분기 동안 사기 관련 암호화폐 출금 중 3억 달러 이상을 차단하거나 방해했다고 밝혔습니다. 그러나 기존 해킹 피해 복구 사례와 달리, 해당 자금 대부분은 출금 자체가 이루어지지 않아 회수되지 않았습니다.

일요일 미국과 이스라엘의 이란 공격 사건으로 인해 24시간 운영되는 암호화폐 시장이 주목을 받았다.

이란 공습 사건 이후 금값은 상승한 반면 비트코인 가격은 폭락했다. 우리는 여전히 비트코인을 '디지털 금'이라 믿을 수 있을까? 본고에서는 비트코인이 '차세대 금'이 되기 위해 충족해야 할 조건들을 탐구한다.

인공지능, 아마존, 클로드, 서비스 중단, 클로드 다운 글로벌 AI는 왜 '서킷 브레이커'가 발동됐나? 골든파이낸스, 한 번의 서비스 중단 사건이 AI 인프라의 체계적 취약성을 드러냈다.

미국과 중국은 인공지능 표준화 과정에서 서로 다른 길을 걸었지만, 명확한 미래를 향해 나아가고 있다: 인공지능은 기술적 골드러시에서 벗어나 명확한 규칙, 인프라, 위험 관리 체계를 갖춘 성숙한 산업으로 진화하고 있다.

골든파이낸스가 암호화폐 및 블록체인 업계 아침 뉴스레터 《골든 아침 8시》 2985호를 발행합니다. 최신·최속의 디지털 화폐 및 블록체인 업계 소식을 제공합니다.