Traders are shifting their focus to newly listed contracts as Big Tech companies no longer drive stock market gains. Bloomberg posted on X, highlighting that investors are now exploring short-term trading opportunities in some of the largest companies. This change in strategy comes as the market dynamics evolve, prompting traders to adapt to the new landscape. The move reflects a broader trend where market participants seek to capitalize on immediate opportunities rather than relying on long-term growth from technology giants.

The U.S. military has confirmed that the USS Abraham Lincoln aircraft carrier was not attacked by Iran, despite recent reports suggesting otherwise. According to Jin10, officials clarified that the missiles launched did not come close to the target. This statement aims to dispel rumors and reduce tensions in the region. The clarification comes amid heightened geopolitical concerns, with both nations closely monitoring military activities in the area.

The President of the European Commission, Ursula von der Leyen, has expressed concerns over the potential escalation of tensions in the Middle East. According to Jin10, von der Leyen highlighted the existing risks that could lead to further instability in the region. Her remarks come amid ongoing geopolitical challenges that have raised alarms among international leaders. The situation in the Middle East remains a focal point for global diplomatic efforts, as stakeholders seek to mitigate the risks of conflict and promote peace.

The European Union Commission President, Ursula von der Leyen, has called for Iran to cease its military nuclear and ballistic missile programs. According to Jin10, von der Leyen emphasized the need for Iran to stop destabilizing activities in the air, on land, and at sea. This statement underscores the EU's stance on maintaining regional stability and preventing nuclear proliferation. The call for action reflects ongoing international concerns regarding Iran's military capabilities and its impact on global security.

Apple is advancing its efforts in artificial intelligence devices and visual intelligence, according to a recent analysis. Bloomberg posted on X, highlighting the tech giant's strategic focus on integrating AI into its product lineup. This move is seen as a significant step in enhancing user experience and maintaining competitive advantage in the tech industry. In addition to Apple's AI initiatives, the newsletter discusses three potential scenarios for the European Union's future. These scenarios explore various political and economic factors that could influence the EU's trajectory, emphasizing the importance of strategic planning and adaptability in the face of changing global dynamics. Furthermore, the newsletter delves into the potential of minipigs in medical research. These animals are being considered for their suitability in various medical studies, which could lead to advancements in healthcare and treatment methodologies. The exploration of minipigs underscores the ongoing search for innovative solutions in the medical field.

null source: https://x.com/BSCNews/status/2028121371218227526

The U.S. Central Command has confirmed the death of three American soldiers during an operation in Iran. According to Jin10, this incident is part of ongoing military actions involving Iran. The details surrounding the operation and the circumstances of the soldiers' deaths have not been fully disclosed. This development highlights the ongoing tensions and military engagements in the region, raising concerns about potential escalations. The U.S. military continues to monitor the situation closely as further information becomes available.

在伊朗对海湾城市美军基地发射导弹、航空公司暂停航班、运载石油及其他产品的油轮暂停通过霍尔木兹海峡之际，局势变得更加混乱。瀚亚投资固定收益团队的投资组合经理 Rong Ren Goh 表示，中东的尾部风险增加了。市场将重新定价，从地缘政治冲击转变为政权风险冲击、长期冲突，而不仅仅是报复行动，除非伊朗表示愿意谈判。分析师认为，一个更大的风险在于市场的自满情绪。市场一直假设冲突影响将是有限的，并且不屑于将此次冲突与 1979 年伊朗政权更迭相提并论。巴克莱分析师表示，历史有力地证明，不要在冲突爆发时追涨，而应该“卖事实”。但令人担忧的是，投资者现在已经习惯了“卖事实”的思维，可能低估了局势失控的风险。建议不要立即买入任何下跌。如果股市回调幅度足够大，比如标普 500 指数下跌超过 10%，那么可能会出现买入时机。但还不是现在。(金十)

Hezbollah leader Naim Qassem stated on March 1 that the group will persist in resisting aggression from the United States and Israel. According to Jin10, Qassem emphasized Hezbollah's commitment to defending its position and fulfilling its 'duty to resist aggression.' He accused the U.S. and Israel of committing 'criminal and brutal aggression' against Ayatollah Khamenei and other Iranian officials and civilians, describing these actions as a 'stain on human conscience.'

Retail investors, once the driving force behind cryptocurrency rallies, are now shifting their focus away from the digital asset market. Bloomberg posted on X, highlighting the changing dynamics as these investors, known for buying dips and speculating on memecoins, are moving on to other opportunities. This shift marks a significant change in the crypto landscape, which has relied heavily on retail participation for momentum. The departure of retail investors comes amid a broader market evolution, where institutional players are increasingly taking center stage. As retail interest wanes, the cryptocurrency market faces new challenges in maintaining its previous levels of activity and enthusiasm. This transition could lead to a more stable but less volatile market environment. The implications of this shift are profound, as retail investors have historically been a key component in driving price surges and market excitement. Their reduced involvement may alter the dynamics of future rallies and affect the overall growth trajectory of cryptocurrencies. As the market adapts to this new reality, stakeholders are closely monitoring the impact on trading volumes and price movements. While the crypto market continues to evolve, the focus is now on how institutional investors will shape its future. Their growing presence could bring increased legitimacy and stability, but it may also lead to a different kind of market behavior compared to the retail-driven past. As the industry navigates these changes, the role of retail investors remains a topic of interest and speculation.

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。

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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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。

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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。