Key Market Information Discrepancy on March 2nd - A Must-See! | Alpha Morning Report

By: blockbeats|2026/03/02 13:00:02

Top News

1. Recap of Last Night's US-Iran Situation: Iranian Senior Officials Killed in Attack, Over 200 Ships Stranded in the Strait of Hormuz

2. Bitcoin Briefly Dips Near $65,000 This Morning

3. Anthropic Reportedly Launches "Prompt Migration" Tool, Targeting OpenAI's Memory Wall

4. Escalation of Middle East Conflict Triggers Global "Safe Haven" Surge, Gold, Silver, and Oil Rise Together, US Stock Futures Decline

5. Tether Freezes $4.2 Billion Worth of USDT in the Past Three Years

Articles & Threads

1. "US-Iran Conflict Spills Over into the Crypto World, What Can We Expect in Monday's Market?"

Following the US and Israel's attacks on Iran, BTC briefly dropped to around $63,000, with perpetual contract funding rates falling to -6%, the second-lowest level in nearly three months. The last time it hit this level was on February 6 when BTC bottomed around $60,000. Meanwhile, as gold was not trading, gold futures skyrocketed nearly 6% against the trend. Currently, Israel has declared a national state of emergency and closed its airspace. While the international community is still cautiously defining whether this constitutes a "full-scale war," this high-intensity local conflict has substantially altered the regional landscape.

2. "Sam Altman's Day in 24 Hours: The Pentagon Said "No" Twice, but Only One "No" Was Serious"

On the morning of February 28th, Beijing Time, Sam Altman tweeted: "Tonight, we reached an agreement with the US Army to deploy our model to their classified network." Rewind about twelve hours to the evening of February 27th, Beijing Time. It was also him, sitting in front of the CNBC's Squawk Box camera, saying in a calm tone: "For Anthropic, despite many disagreements between us, I fundamentally trust this company. I believe they truly care about security." He also said: "I don't think the Pentagon should be using the Defense Production Act to threaten these companies." In less than twelve hours, from the same mouth, two different statements. What happened in between is worth explaining.

Market Data

Daily Marketwide Funding Heatmap (based on funding rate) and Token Unlocks

Data Source: Coinglass, TokenUnlocks

-- Price

Funding Rate

Key Market Information Discrepancy on March 2nd - A Must-See! | Alpha Morning Report

Token Unlocks

Naval personally stepped in as the chairman of the USVC Investment Committee. This SEC-registered fund launched by AngelList attempts to bring top private tech assets like OpenAI, Anthropic, and xAI to the general public with a $500 entry threshold. It is not just a new fund, but a structural experi...

a16z Crypto: 9 Charts to Understand the Evolution Trends of Stablecoins

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Abraxas Capital Mints $2.89 Billion USDT: Liquidity Boost or Just More Stablecoin Arbitrage?

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A VC from the Crypto world said AI is too crazy, and they are very conservative

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The Evolutionary History of Contract Algorithms: A Decade of Perpetual Contracts, the Curtain Has Yet to Fall

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Kicked out by PayPal, Musk aims to make a comeback in the cryptocurrency market

Cashtags generated a trading volume of 1 billion dollars just a few days after its launch, marking a strong start for Musk's super app strategy. For the cryptocurrency market, X's layout may be one of the most anticipated sources of retail growth after the meme coin craze subsides.

Solana ETF News: What Is a Solana ETF and Why Is Goldman Sachs Betting $108 Million on SOL?

Solana ETF news today shows Goldman Sachs disclosed a $108M position while total SOL ETF inflows reached $1.45B. Analysts now expect up to $6B in institutional demand as Solana trades 71% below its all-time high.

Bitcoin ETF News Today: $2.1B Inflows Signal Strong Institutional Demand for BTC

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Michael Saylor: Winter is Over – Is He Right? 5 Key Data Points (2026)

Michael Saylor tweeted yesterday “Winter‘s Over.” It is short. It is bold. And it has the crypto world talking.

But is he right? Or is this just another CEO pumping his bags?

Let us look at the data. Let us be neutral. Let us see if the ice has really melted.

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How to balance risk and return in DeFi yields?

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