以色列国防军已完成对伊朗弹道导弹发射装备和防空系统的新一轮空袭。以色列国防军表示，28 日夜间，数十架战斗机在空袭中击中了包括防空系统、导弹发射装置和其他军事设施在内的约 30 个目标。(金十)

On March 1, the cryptocurrency market experienced a significant rebound during early Asian trading hours following reports of Iranian Supreme Leader Khamenei's death in a U.S.-Israeli military operation. According to BlockBeats, Bitcoin surged by 2.21% to reach $68,196 before settling around $67,300, after a previous day's decline of 3.8%. Ethereum also saw a rise of 4.58%, surpassing the $2,000 mark.Data indicates that after losing approximately $128 billion in market value the previous day, the crypto market recovered about $32 billion by Sunday morning. Analysts suggest that due to the 24/7 trading nature of cryptocurrencies, Bitcoin acted as a 'liquidity pressure valve' during the weekend's geopolitical conflict escalation, absorbing selling pressure that might have otherwise spread to stock, bond, and commodity markets.Despite the rebound, uncertainty remains as Iran has retaliated against multiple locations, including Israel, Qatar, UAE, and Bahrain, and has threatened further strikes on U.S.-related bases. Some traders believe that true price discovery may occur once U.S. stock markets and Bitcoin ETFs resume trading on Monday.The derivatives market also experienced significant volatility. Analysis shows that Bitcoin derivatives saw a surge in sell-off volume of approximately $1.8 billion in a single hour last Saturday, indicating a rise in short-term risk aversion. Meanwhile, tokenized commodity contracts linked to oil, gold, and silver on decentralized trading platform Hyperliquid also saw price increases.

XRP spot ETFs experienced a notable net inflow of $9.55 million during the trading week from February 23 to February 27, according to SoSoValue data. According to PANews, the Bitwise ETF XRP led the inflows with $5.8079 million, bringing its total historical net inflow to $370 million. The Franklin ETF XRPZ followed with a weekly net inflow of $3.001 million, reaching a historical total of $333 million.As of the latest update, the total net asset value of XRP spot ETFs stands at $983 million, with an ETF net asset ratio of 1.19% compared to XRP's total market capitalization. The cumulative historical net inflow has reached $1.24 billion.

XRP spot ETFs experienced substantial inflows during the trading week from February 23 to February 27, according to Odaily. Data from SoSoValue indicates a net inflow of $9.55 million into XRP spot ETFs. The Bitwise ETF XRP led the inflows with $5.8079 million, bringing its historical total net inflow to $370 million. Following closely, the Franklin ETF XRPZ saw a weekly net inflow of $3.001 million, with its historical total net inflow reaching $333 million. As of the latest report, the total net asset value of XRP spot ETFs stands at $983 million, with an ETF net asset ratio of 1.19% compared to XRP's total market capitalization. The cumulative historical net inflow for XRP spot ETFs has reached $1.24 billion.

Air India has announced a reduction in its regular flight operations due to ongoing monitoring and careful assessment of the situation in the Middle East. According to Jin10, the airline is taking precautionary measures in response to the current geopolitical tensions in the region. This decision reflects the airline's commitment to ensuring passenger safety and operational efficiency amid uncertain conditions. The move comes as airlines globally are adjusting their operations in response to evolving geopolitical landscapes.

A growing conflict in the Middle East is poised to cause substantial disruptions in global gas markets, marking the most significant upheaval since Russia's invasion of Ukraine four years ago. Bloomberg posted on X, highlighting concerns over the potential impact on international trade and energy supplies. Analysts warn that escalating tensions could lead to increased volatility and uncertainty in the energy sector, affecting prices and supply chains worldwide. The situation underscores the fragile nature of global energy markets and the potential for geopolitical events to influence economic stability.

伊朗向以色列发射新一波导弹。以色列国防军随后确认，已探测到自伊朗方向发射并飞向以色列领土的导弹，防御系统正在拦截相关威胁。以方称，国内前线指挥部已向相关地区民众发送预防性指令，要求收到警报后进入防护空间并待命。此前有消息称，伊朗对伊拉克北部一处美军基地发动袭击，目击者表示基地上空升起浓烟。相关情况仍在持续发展。（德黑兰时报）

UN Secretary-General António Guterres warned on 28 February that joint US-Israeli strikes on Iran, followed by Tehran’s retaliatory attacks across the region, pose a “grave threat to international peace and security.” He urged all parties to prevent a wider Middle East war, warning the violence could trigger “a chain of events that no one can control” in an already volatile region. Stressing the UN Charter’s prohibition on the threat or use of force and the need to respect international and humanitarian law, he called for an immediate de-escalation, protection of civilians, and nuclear safety. Guterres said the military operation came amid indirect US-Iran talks mediated by Oman, “squandering” an opportunity for diplomacy, and pressed parties to return to negotiations, including on Iran’s nuclear programme. Council members voiced sharply divergent positions, with Russia and China condemning the strikes, the United States defending them as necessary to curb Iran’s missile and nuclear ambitions, the UK emphasizing regional defensive operations, and Iran and Israel offering opposing legal and security justifications.

a16z本周图表：AI成本降一半用量翻倍，2026年科技资本支出接近全美新增银行贷款总量。

The Wall Street Journal (Markets) posted on X that rising defense budgets could result in heightened political involvement and potential negative impacts on profit margins. As governments allocate more funds to defense, companies in the sector may face increased scrutiny and pressure from political entities. This situation could lead to challenges in maintaining profitability, as political agendas might influence business operations and decision-making processes. The article suggests that while increased spending can boost revenue for defense contractors, it also brings complexities that could affect their financial performance.

OpenAI founder Sam Altman addressed concerns regarding the execution of potentially unconstitutional orders from the U.S. Department of Defense. According to Jin10, Altman stated that he does not foresee such a situation occurring. He emphasized that if OpenAI were certain an order was unconstitutional, they would not comply with it. Altman highlighted his belief that military personnel tend to be more loyal to the Constitution than the general public. He also noted that OpenAI, as a company, should not operate above the U.S. Constitution.

这封信很大篇幅给了AI的进展，有时候感觉快跟不上节奏了。刚发布的产品和去年最先进的东西之间，差距是赤裸裸的。

代币化+华尔街合规平台，允许普通投资者持有未上市的全球超级 Alpha 资产。

金色财经推出加密货币和区块链行业早报《金色早8点》2982期，为您提供最新、最快的数字货币和区块链行业新闻。

矿企从来不是比特币最虔诚的信仰者，在减半压缩利润、财报增收不增利、币价跌破挖矿成本等压力之下，行业集体去风险化。

金色财经推出《金色Web3.0日报》，为您提供最新、最快的MEME、DeFi、DAO、NFT和元宇宙行业新闻。

加密货币公司自2021年起大规模赞助体育和文化活动，例如FTX冠名迈阿密热火主场。

当全球稳定币市场被美元资产（USDT、USDC）主导时，一个传统金融世界的重量级玩家，正试图在链上夺回属于自己的话语权。

人工智能,AI 不会实现技术平权 只会奖励合适的人 金色财经,平权的技术总是产生贵族化的结果，每一次都是如此。

全面拆解 Web 4.0 目前 4 种互竞的定义、AI Agent 经济的真实进展与泡沫、Crypto 与 AI 的共生逻辑，以及 Agentic Web 对知识工作者的生存启示。