The yield on the U.S. 10-year Treasury note increased by 4.1 basis points, reaching 4.123%. According to Jin10, this rise reflects ongoing market volatility and investor concerns about economic stability. The movement in Treasury yields often signals shifts in investor sentiment and can impact broader financial markets. Analysts are closely monitoring these changes as they may influence future monetary policy decisions and economic forecasts. The increase in yields comes amid discussions about inflation pressures and potential interest rate adjustments by the Federal Reserve.

The Pentagon and at least one Gulf nation are reportedly in discussions to acquire Ukrainian-made interceptors to defend against Iranian drone attacks. According to Jin10, sources within the Ukrainian industry have revealed these negotiations as tensions rise over drone threats. The move highlights the growing concern over Iran's drone capabilities and the strategic importance of Ukrainian defense technology in countering such threats. The potential acquisition underscores the geopolitical dynamics in the region, with countries seeking advanced solutions to bolster their defense systems.

Injective (INJ) has revealed plans to launch a new mainnet, according to its announcement on X (Twitter). According to NS3.AI, this development signifies a crucial step in the project's evolution, hinting at potential network upgrades or changes. The announcement, while concise, indicates significant advancements in Injective's infrastructure.

Emerging market currency volatility has surpassed that of developed markets for the first time since May last year. According to Jin10, the JPMorgan Emerging Market Volatility Index rose above the G7 currency index on Tuesday, ending a 209-day streak below it, the longest since 2000. Mingze Wu, a forex trader at Singapore's StoneX Financial Pte, noted that the escalation in the Middle East and significant fluctuations in Asian stock markets have impacted emerging market forex volatility. He suggested that volatility should decrease once tensions in the Middle East subside. This week, nearly all emerging market currencies have depreciated against the U.S. dollar. However, this trend may not alter the broader context, as strong commodity prices and robust capital inflows continue to support demand for emerging market assets, making carry trades attractive. Meanwhile, the U.S. dollar remains on a weakening trajectory. Wee Khoon Chong, a strategist at BNY Mellon, highlighted that oil prices are a key factor driving the weakness in emerging market currencies and the recent rise in volatility. He added that if the Middle East situation eases, demand for high-yielding emerging market currencies could rebound, leading to a decline in forex volatility.

Three Amazon data centers located in the Gulf region have been struck by drones, highlighting the vulnerability of such facilities during wartime. Bloomberg posted on X, emphasizing the increasing risk faced by critical infrastructure in conflict zones. The attacks underscore the potential for data centers to become strategic targets, raising concerns about the security of digital assets and operations in volatile areas. As tensions continue to rise, companies may need to reassess their security measures to protect vital technological resources.

据官方公告，BitMart 将于 3 月 5 日 21:00 （东八区时间）上线 Opinion（OPN），此次上线开通 OPN/USDT 交易对。OPINION 正在打造“面向大众的全球经济交易终端”——一个将经济洞察转化为可交易市场的高性能预测交易平台。它结合 AI 预言机、链上交易基础设施与 DeFi 可组合性，让用户在更低机构门槛下交易全球宏观信号。其架构由 Opinion.Trade、Opinion AI、Opinion Metapool 和 Opinion Protocol 组成。

Massive institutional support has certainly helped the altcoin's fortunes. source: https://ambcrypto.com/ethereum-to-2400-blackrocks-latest-41-9m-buy-may-be-just-the-start-it-needs/

Iran’s crypto trading volume fell 80% after internet restrictions tied to US-Israeli strikes, though TRM says exchange infrastructure remains operational. source: https://catenaa.com/markets/cryptocurrencies/iran-crypto-volume-drops-80-after-strikes-trm-says/

Brent oil prices have surged above $82.50 per barrel, marking a significant increase in gas prices, which have risen nearly 20% since January. The Kobeissi Letter posted on X, highlighting the importance of monitoring oil prices as a potential indicator for market intervention or a possible deal. The global economy faces challenges as oil prices approach the $100 per barrel mark, a level deemed unsustainable for many countries. Analysts suggest that continued price increases could prompt strategic responses from major economies to stabilize the market.

توقعات السوق وحركة الأسعار في خضم الأحداث المتلاحقة، شهدت أسعار النفط ارتفاعاً ملحوظاً يوم الخميس. مدفوعةً بمخاوف متصاعدة حول استمرار إغلاق مضيق هرمز لفترة مطولة. وتأتي هذه الحركة في الأسعار بعد أن باتت الحرب بين الولايات المتحدة وإيران تلقي بظلالها على تدفق الطاقة الحيوي من منطقة الخليج source: https://www.twsiat.com/%d8%b4%d9%87%d8%af%d8%aa-%d8%a3%d8%b3%d8%b9%d8%a7%d8%b1-%d8%a7%d9%84%d9%86%d9%81%d8%b7-%d8%a7%d8%b1%d8%aa%d9%81%d8%a7%d8%b9%d8%a7%d9%8b-%d9%85%d9%84%d8%ad%d9%88%d8%b8%d8%a7%d9%8b/

黄仁勋表示，英伟达对OpenAI的300亿美元投资可能是其最后一次重大投资，因为OpenAI计划在今年晚些时候上市。他还表示，此前1000亿美元的投资计划已告吹，英伟达对Anthropic的100亿美元投资很可能成为其最终投资。

美国加密货币交易所Kraken已从堪萨斯城联邦储备银行获得有限用途主账户，使其银行部门能够直接接入美联储核心支付基础设施，这标志着数字资产行业实现了开创性突破。

实用主义转型：为什么2026年是加密货币变得“隐形”的一年。

金融机构唯有从治理、标准、技术、合规等多维度系统布局，才能将AI的潜力转化为可持续的竞争优势，而非不可控的风险源。

美国政府支出规模庞大，已成为经济增长和通胀的主要驱动因素，超越货币政策或私人部门借贷的影响。

金色财经推出加密货币和区块链行业早报《金色早8点》2986期，为您提供最新、最快的数字货币和区块链行业新闻。

当某种资产类别规模足够大、足够受欢迎时，支撑其发展的并非仅仅是账面记录策略，其背后的根本动力始终是信任。

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。

同质化的行业终究是脆弱的，能长出不同物种，市场才算真正活着。

过年期间，一个关于“Web 4.0”概念的讨论在推特上掀起了热潮。