Hyperliquid experienced a significant 13% price increase as geopolitical tensions between the United States and Iran prompted traders to turn to its derivatives platform during a weekend when traditional markets were closed. According to NS3.AI, the platform's open interest for commodities-linked perpetual futures reached an unprecedented high of over $1.1 billion, driven by the adoption of its HIP-3 protocol upgrade. Despite this growth, the platform faces potential regulatory challenges due to its lack of compliance measures such as Know Your Customer (KYC), which may attract scrutiny from U.S. authorities.

前 Credit Suisse 首席投资官 Iggy Ioppe 表示，当 CME Group 黄金期货于周五 17:00（美东时间）收市至周日 18:00 重新开市期间，公开可见的黄金价格形成几乎全部发生在链上市场。他指出，在此时间窗口内，受监管期货市场暂停交易，亚洲地区的场外交易（OTC）虽有活动但不公开透明，因此 PAX Gold（PAXG）与 Tether Gold（XAUt）等代币化黄金资产成为唯一持续可交易的公开市场。“从公开可见的价格形成来看，链上市场几乎承担了 100%的周末价格发现。”当 CME 恢复交易时，期货价格通常会与链上市场已发生的波动对齐。数据显示，代币化黄金市值已升至 44 亿美元，过去一年新增约 28 亿美元，增幅达 177%，远超多数现货黄金 ETF 表现。2025 年全年交易量约 1780 亿美元，其中第四季度单季峰值超 1260 亿美元，若按交易量计算，仅次于 SPDR Gold Shares。周六在美以对伊朗发动空袭、地缘局势升级背景下，代币化黄金一度走高，XAUt 短暂突破 5450 美元，PAXG 接近 5536 美元，而比特币与以太坊则同步回落。当前主要参与者包括做市商、跨市场流动性提供者及加密原生宏观交易者，他们利用代币化黄金进行套利、抵押、对冲及收益策略。部分机构也会关注周末链上黄金走势，以评估 CME 开盘前的“跳空风险”，但多将其视为参考信号而非直接建仓依据。（Cointelegraph）

Poland's oil pipeline operator, PERN, has stated that the current situation in the Middle East is not expected to affect the continuity of crude oil and refined product supplies to Poland. According to Jin10, PERN reassured stakeholders that despite geopolitical tensions, the supply chain remains stable. The company continues to monitor the situation closely to ensure uninterrupted operations. This announcement comes amid rising concerns over potential disruptions in global oil markets due to regional conflicts.

市场直接影响将是，全球避险资产走强，黄金将延续牛市。若石油供应中断推高油价，美债将尤其受益；全球股市下跌，但美股表现相对更优。

March 2026 arrives carrying more macro and regulatory weight than most months, with U. S. economic data releases, a Federal Reserve interest rate decision, multiple significant token unlocks, and a series of crypto-specific catalysts packed into a four-week window that could materially shift market direction source: https://www.ethnews.com/the-key-events-that-could-move-crypto-markets-in-march-2026/

The Chair of the German Parliament's Intelligence Oversight Committee has issued a warning about possible retaliatory measures, including those from Iranian sleeper organizations within Europe. According to Jin10, this statement highlights concerns over potential threats and underscores the need for vigilance in monitoring such activities. The warning comes amid heightened geopolitical tensions and reflects ongoing security challenges faced by European nations.

OpenAI founder Sam Altman shared insights following a recent AMA session. According to ChainCatcher, Altman addressed the possibility of the U.S. government nationalizing OpenAI or other AI initiatives, stating that he cannot predict the outcome. He acknowledged that while government-led development of AGI might be suitable in the long term, nationalization seems unlikely given current trends. Altman emphasized the importance of establishing strong partnerships between governments and AI companies. He noted that while people often take safety assurances for granted, they underestimate the significant investment and effort required behind the scenes. Altman believes this is generally positive but calls for greater respect and understanding.

BYD Co. experienced a significant decline in vehicle sales for February, with a 41% drop compared to previous months. Bloomberg posted on X, highlighting that the extended Lunar New Year holiday in China contributed to a substantial reduction in production and retail activities throughout the month. This slowdown in economic activity during the holiday period impacted various sectors, including the automotive industry, leading to decreased sales figures for companies like BYD. The company is now looking to recover as normal operations resume post-holiday.

MANTRA 在 X 平台发布代币升级最终提醒，其指出本次升级将于 3 月 3 日执行，包括代币代码更名以及按照 1:4 比例进行代币拆分。若用户在 MANTRA Chain 或支持该升级的交易所持有 OM 则无需操作，升级将自动完成，钱包余额将更新为新代币代码，并按 1:4 比例增加代币数量。若用户仍在 Cosmos 生态链（如 Stargaze、Osmosis 等）持有 OM 则可能无法获得 1:4 重新计价，官方提醒需尽快通过 IBC 桥将 OM 代币转移至 MANTRA Chain。

The U.S. Secret Service has intensified security measures around the White House, residences of former presidents, and other protected sites. Bloomberg posted on X that this decision comes as the agency actively monitors developments in Iran. The heightened security is part of a broader effort to ensure the safety of key locations and individuals amid ongoing international concerns.

Missouri advances a bill to create a state bitcoin reserve, reviving efforts to establish a crypto treasury amid growing US policy momentum. source: https://catenaa.com/markets/cryptocurrencies/missouri-advances-bitcoin-reserve-bill-to-house-panel/

2026 年 2 月的最后一天，当人们在 Polymarket 下注美国是否会进攻伊朗的时候，炸弹声在德黑兰响起。

今天，德黑兰北部的谢米兰区笼罩在一种极度不安的静谧中。对于伊朗最高领袖阿亚图拉·阿里·哈梅内伊而言，这种静谧通常意味着安全，但在这一天，它成了死亡的前奏。

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。

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。

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