Crypto KOL Gigiz.eth posted on X about MicroStrategy's potential new Bitcoin acquisition, hinting at a significant market shift. On March 1, MicroStrategy's CEO, Michael Saylor, shared a post titled 'Century Turning Point,' which garnered attention from various English-speaking crypto influencers. Saylor has previously used poetic and cryptic language to signal the company's Bitcoin purchases, with the size of the purchase often revealed through bubble charts. Saylor's reference to a 'Century Turning Point' suggests that he views the current macroeconomic environment—marked by geopolitical conflicts, rising inflation expectations, and volatility in traditional assets—as a pivotal moment for Bitcoin's transformation from a risk asset to digital gold. He predicts that 2026 could be the beginning of large-scale Bitcoin allocations by institutions and nations, rather than the end. The macroeconomic backdrop indicates that cryptocurrencies are starting to decouple from traditional risk assets. Saylor has repeatedly emphasized that buying opportunities outweigh selling ones, and that volatility should be seen as a gift, with low points being the optimal time for institutional accumulation. With peak fear seemingly behind us, Bitcoin is poised to enter a new era of institutional adoption. This article is not an advertisement or investment advice. Readers are encouraged to conduct their own research.

South Korea's National Tax Service (NTS) experienced a significant security breach, losing 6.9 billion won ($5.2 million) in seized cryptocurrency twice in one day. According to NS3.AI, the first incident involved a thief who later returned the assets after confessing. However, a second thief took advantage of a mnemonic code that was inadvertently exposed in an NTS press release shortly thereafter. These incidents have led to widespread criticism of the NTS's security protocols.

Charles Hoskinson, founder of Cardano, remains optimistic about the future of the cryptocurrency market despite recent price declines and geopolitical uncertainty. According to NS3.AI, Hoskinson expressed confidence in the long-term growth trajectory of the crypto sector. He emphasized Cardano's upcoming Ouroboros Leios upgrade as a significant development aimed at addressing the blockchain trilemma.

Prediction market platform Kalshi is facing potential legal action due to controversy surrounding its settlement method related to the death of Ayatollah Khamenei. According to ChainCatcher, the company opted to pay traders based on the last trading price before the death and refund fees, rather than actively settling the market. The CEO stated that this decision was influenced by U.S. regulatory constraints. Former New York legislator Ben Geller is organizing affected users to prepare a class-action lawsuit.

The U.S. Embassy in Bahrain has issued a warning regarding potential threats from terrorist organizations targeting American citizens overseas. According to Jin10, the embassy highlighted concerns about groups influenced by such organizations planning attacks. The advisory urges vigilance and caution for U.S. nationals traveling or residing abroad, emphasizing the importance of staying informed about local security conditions and maintaining a heightened awareness of surroundings. The embassy's alert underscores ongoing global security challenges and the need for proactive measures to ensure the safety of American citizens.

According to Jin10, Iran's Fars Province has been struck by a joint U.S.-Israel attack, resulting in the deaths of 35 individuals. The incident was reported by Iran's Tasnim News Agency. The attack marks a significant escalation in regional tensions, with potential implications for geopolitical stability. Further details on the motivations behind the strike and the identities of the victims have not been disclosed. The international community is closely monitoring the situation as it develops.

Canada's Prime Minister has announced the launch of a strategic energy partnership with India. According to Jin10, this collaboration aims to enhance energy cooperation between the two nations, focusing on sustainable energy solutions and mutual benefits. The partnership is expected to foster economic growth and strengthen bilateral ties, contributing to global energy security. Both countries are committed to exploring new opportunities in renewable energy and technology advancements, marking a significant step in international energy collaboration.

On March 2, during a routine press conference, Chinese Foreign Ministry spokesperson Mao Ning addressed questions regarding a potential military support request from Iran to China and Russia. According to Jin10, a reporter from Turkey's Anadolu Agency inquired whether China and Russia would consider providing military assistance to Iran if requested, and if this possibility was discussed during a recent phone call between Chinese Foreign Minister Wang Yi and Russian Foreign Minister Sergey Lavrov. Mao Ning responded by stating that China has already released information about the call, detailing the specific circumstances, and that she had no additional information to provide.

据 Arkham 发布的 Arthur Hayes 净资产及链上持仓报告，BitMEX 联合创始人 Arthur Hayes 的净资产估计在 2 亿至 3.5 亿美元之间。Hayes 的财富在 2021 年牛市期间曾超过 10 亿美元，被广泛报道为加密行业最年轻的亿万富翁之一，但此后随市场回调大幅缩水。Hayes 的验证链上持仓目前为 4200 万美元，其中最大的持仓是 USDC 稳定币，价值近 2700 万美元；此外持有价值 860 万美元的 Ether.Fi 的 EETH 和 WEETH 产品，以及价值 850 万美元的 Ethena (ENA)、Lido (LDO)和 Pendle (PENDLE)等投资。其财富的主要组成部分是持有的 BitMEX 股权。尽管 BitMEX 在 2019 年曾达到 36 亿美元估值，年交易量超 1 万亿美元，但如今日交易量约 3.85 亿美元，Arkham 对其 2026 年估值保守估计为 5 亿美元。作为联合创始人，Hayes 最多可能持有 33%股份，但经历多年风波后可能已被稀释。

JPMorgan has revised its forecast for Turkey's Consumer Price Index (CPI) by the end of 2026, increasing it to 25% from the previous estimate of 24%. According to Jin10, the adjustment is attributed to rising oil prices, an expanding current account deficit, and potential capital outflows. These factors are expected to exert additional pressure on Turkey's economy, prompting the financial institution to reassess its inflation expectations. The revised forecast reflects concerns over the country's economic stability and the challenges it faces in managing inflationary pressures.

中东局势瞬间坠入战火深渊之时，一场赌局却早已在预测市场尘埃落定。

2026年2月，加密货币攻击事件数量下降逾90%，总损失额降至3570万美元，创2025年3月以来最低月度纪录。多数损失源于去中心化金融协议、钱包遭入侵及网络钓鱼攻击，但其中约1130万美元资金已被追回或冻结。

2026年2月监管观察。从联邦监管到平行孤岛，有些围墙在寂静中已经偷偷砌好。

从“帮你看行情”到“自己上链执行”，AI 正在进入真正的金融操作层。

尽管特朗普政府下达全面指令，要求暂停联邦机构使用Anthropic的人工智能技术，但据《华尔街日报》报道，美国军方在对伊朗实施重大空袭时，仍使用了该公司的Claude人工智能系统——此时距离特朗普总统下令联邦机构停止使用该公司系统仅过去数小时。

数字美元、银行存款以及谁能获得无风险利率收益的争夺。

Aave已经证明其能够吸纳数千亿美元的流动性，这种流动性为当前正在兴起的金融应用场景创造了巨大的机遇。DeFi下一阶段演进将是聚焦于需求问题，重新平衡流动性的供需均衡。

X平台已重新开放面向网红的加密货币付费推广服务，但要求必须附带清晰的披露标签并严格遵守当地法律。在英国、欧盟和澳大利亚地区，加密货币赞助内容必须被屏蔽，创作者需自行负责其付费内容的可见范围。

随着伊朗最高领袖阿里·哈梅内伊被报道去世引发的地缘政治冲击波撼动全球市场，比特币在周末期间艰难回升至68,000美元附近。

自 1979 年伊朗巴列维王朝倒台以来，伊朗政权更迭一直是美国两党精英的 “春梦”，这为美联储大幅宽松货币政策提供了政治掩护。