unity

According to Cointelegraph, the Bitcoin-to-gold ratio shows signs of bullish divergence. MN Capital founder Michaël van de Poppe pointed out that the daily RSI is diverging from the price, indicating a weakening of selling pressure. In February of this year, the ratio fell back to the key support level of 12-13, which was a resistance in 2017 and has turned into support in 2022 and 2023, potentially becoming a reference for the long-term bottom trend of Bitcoin.Meanwhile, Bitcoin ETFs saw a net inflow of approximately $906 million over the past month, while the SPDR Gold Shares (GLD) ETF experienced a $3 billion single-day outflow on March 6, creating a significant divergence.Binance Research noted that the current macro volatility has created "opportunities in risk" for Bitcoin. The conflict between the U.S. and Iran is driving market fluctuations, but capital is gradually flowing back into BTC. Although the trading volume of U.S. spot ETFs accounts for only about 9% of the total Bitcoin trading volume, which is still below the 30-40% level of the U.S. stock market ETFs, it shows that there is still significant room for institutional entry. Historical data indicates that both Bitcoin and U.S. stocks often experience strong rebounds after geopolitical turmoil.

Liquid Capital founder Yi Lihua stated: "The speed of AI development and the anxiety surrounding it are terrifying. We must not forget our original intention and return to the crypto industry. First, any ETH below $2000 is a buying opportunity, with a high win rate for both short-term and long-term. Secondly, according to cycle theory, this year is also a great bottom opportunity, suitable for us to prepare new funds and platforms.Finally, looking at the track opportunities, with the speed of AI evolution, we have entrepreneurial opportunities for AI to transform and reconstruct the crypto industry. I believe there will be waves of AI innovators disrupting the current dragons. The industry hasn't seen a change in pattern for a long time, and the AI payment value of stablecoins is beginning to show. The biggest risk in the primary market is the team, which cannot be addressed through data analysis and trend research."

Aave founder Stani.eth posted on the X platform, stating, "The private credit market is facing pressure in a high-interest-rate environment. Since the Federal Reserve began its rate hike cycle in 2022, interest rates have rapidly risen above 5% and remained high, leading to a significant increase in capital costs for borrowing businesses and consumers.Recent data shows that several funds have experienced stock price declines and redemption pressures, such as Blue Owl Capital, which has dropped about 50% over the past year, and Blackstone's BCRED, which is facing approximately $3.7 billion in redemption requests in Q1 2026. The average BDC is trading at about a 20% discount, with yields of 10-11%, and some funds have seen default rates rise to 9%.Stani.eth proposed three risk scenarios: a single fund default can be absorbed by the system, multiple fund defaults may trigger a downturn in the credit cycle, and a complete collapse could lead to systemic risk. However, the overall private credit market has a total size of about $1.8-2 trillion, making a single fund default unlikely to cause a systemic crisis.For DeFi investors, the biggest risk is that many retail users do not understand the risks involved before putting funds into high-yield RWA. I believe RWA is the biggest opportunity for DeFi in the near term. However, my biggest concern is that institutional speculators may view DeFi as a channel to offload illiquid and distressed products that Wall Street has lost confidence in, effectively using DeFi participants as an exit liquidity.However, well-functioning on-chain private credit can provide advantages that traditional finance cannot reach. DeFi can enforce redemption windows, withdrawal limits, collateral ratios, and profit distribution rules through smart contracts, achieving transparent and immutable execution, avoiding arbitrary tightening of redemption policies by traditional fund managers. Through carefully structured RWA projects, transparent and secure investment channels can be provided between traditional finance and on-chain markets. DeFi should not become a source of exit liquidity for Wall Street."

Ethereum founder Vitalik stated, "I think it's a good thing for the Ethereum community to have a bolder and more open mindset, especially regarding the application layer and how we view our place in the world. We should not compromise on core attributes: censorship resistance, open source, privacy, and security (CROPS). Especially at the application layer and in the interface between Ethereum and the outside world, we should be more willing to thoroughly rethink various concepts and step out of our comfort zone.Last year, we began to prioritize privacy and give it equal importance to other types of security. This means that the Ethereum application stack will undergo fundamental changes, as the entire stack has not been built around privacy so far. Great, let's build a completely different Ethereum application stack. An example this year is rethinking the role of L2 from scratch and determining which types of L2 can truly create the greatest synergy and benefits with Ethereum. This also includes cultural factors.For me and others, this is an important part of the "milady" concept. Write down your inherent notions of "decency," crumple them up, and burn them. This mental cleansing will lead to an intellectual cleansing, thereby sparking greater creativity and broadening perspectives. For a long time, our algorithm on Ethereum has been: we have an existing ecosystem, what should we do next to make it better? Now, our algorithm should be: we have a fantastic L1 layer, and it will become even better; we have more and more tools, including those developed inside and outside the ecosystem; based on what we currently know, what is the most valuable?If you were to write the section on applications from the 2014 Ethereum white paper, starting from first principles in areas like DeFi, decentralized social, and identity verification, what would you write? At the very least, please exclude all path dependency issues, assuming the Ethereum chain is currently unused, and you are the first to propose or build the first applications, and see what you would ultimately write. Even if you are currently building existing applications, please do this. This is the secret to revitalizing Ethereum."

According to official news, the Angle Protocol community has agreed to orderly shut down the EURA and USDA stablecoins over a one-year transition period through proposal AIP-112.Users can cross back EURA and USDA from various chains to Ethereum via the Angle App before March 1, 2027, and exchange them for EURC and USDC at a 1:1 ratio. VaultManager positions can be closed to retrieve collateral.After the transition period ends, the protocol will cease operations, and EURA and USDA may become unpegged; remaining reserves will be reclaimed by multi-signature and airdropped proportionally to unreleased holders on Ethereum through Merkl. Users will have a one-year window to claim after the airdrop goes live.

According to The Block, K33 pointed out in its latest analysis report that Bitcoin has entered the most extreme weekly oversold range in history after experiencing several months of selling pressure. This selling pressure primarily came from long-term holders and institutional investors, but recently, these selling pressures have begun to ease, and the market is showing signs of temporary stability.K33 noted that historical data shows that after similar extreme bearish cycles, Bitcoin often experiences a phase of rebound. The bottom formation phase still requires time, but extreme overselling, derivative deleveraging, and the recovery of long-term supply all point to a potential phase of rebound.However, the options market shows strong bearish sentiment, with investors paying high premiums for downside protection. The negative funding rates indicate that there is still ongoing demand for deleveraging among bulls or for establishing short positions.

On March 1, the Aptos community passed the tokenomics reform proposal with an overwhelming majority, setting the total supply cap of APT tokens at 2.1 billion, shifting from an unlimited supply to a deflationary model. The voting results showed 335.2 million APT in favor, with only 1,500 APT against, and a voter turnout of 39%, slightly above the required 35% threshold.The proposal is currently awaiting execution. The reforms include cutting staking rewards, increasing gas fees, and using transaction fees for token buybacks, aiming to reduce inflation and enhance the value for long-term holders. The APT token has been under pressure recently, with a decline of over 85% year-to-date, dropping as low as $0.79 on February 23. However, driven by a recent recovery in the crypto market, APT has rebounded 17% in the past week.

According to the official announcement, Gate Fun has officially launched the community barrage feature. The platform will display the content of community posts related to the corresponding tokens in a barrage format at the top area of the token detail page, prioritizing the latest real-time published content and sorting historical content by popularity from high to low, helping users to obtain core community dynamics in real-time while browsing token information.As the first community-driven Meme launch platform, Gate Fun is committed to creating a more efficient and interactive community ecosystem for users. The launch of this barrage feature not only further enhances the real-time linkage between token information and community discussions but also strengthens users' sense of participation and immersive interaction, promoting the efficiency of content dissemination and the activity level of the community.Gate Fun will continue to innovate its products, improve the infrastructure construction of Web3 communities, and provide a full-link experience that connects information display, community interaction, and value discovery, helping quality projects achieve long-term development in a better ecological environment.

Opinion founder Forrest stated in the official Discord that, based on the current market conditions, he hopes community members will lower their expectations for the S1 season token airdrop. Additionally, he emphasized that more importance will be placed on the S2 season rewards.

According to CoinDesk, German electronic currency institution AllUnity has announced the launch of the Swiss franc-pegged stablecoin CHFAU on the Ethereum blockchain. The token is backed by Swiss franc reserves at a 1:1 ratio and is intended for institutional payments, settlements, and treasury operations.CHFAU is regulated by the Federal Financial Supervisory Authority of Germany (BaFin) and plans to expand to other networks later this year. AllUnity is a joint venture of DWS, Galaxy, and Flow Traders.

AI intelligent agent payment Layer 1 project Kite announced that it has officially joined the Google Agent Payments Protocol (AP2) as a community partner.According to official information, Kite is now listed alongside over a hundred industry giants such as Mastercard, PayPal, Shopify, Adobe, Walmart, Accenture, and Cloudflare in the AP2 community partner list.Kite stated that this collaboration is an important milestone on its path to building a trusted payment infrastructure for the agent economy, and the team will continue to be committed to promoting the development of secure and reliable intelligent agent payment solutions.

Eric Trump retweeted a related post from WLFI on the X platform, seemingly responding to community concerns.Previously, on-chain detective ZachXBT claimed that a major investigative report targeting a highly profitable company in the crypto industry would be released on February 26, which led to a brief drop in WLFI and a temporary depegging of USD1.

According to Cointelegraph, Robinhood's head of cryptocurrency, Johann Kerbrat, recently stated that amid the ongoing market downturn, crypto investors are gradually turning their attention to assets beyond Bitcoin and Ethereum. He noted that many investors view the current market as a "buying opportunity" and are beginning to explore more options outside the top two or three cryptocurrencies.At the same time, Kerbrat revealed that cryptocurrency holders on the Robinhood platform are not just holding tokens but are actively exploring use cases such as staking and DeFi, which continue to show strong appeal amid market uncertainty.However, the Altcoin Season Index data shows that the market still primarily favors Bitcoin, with a Bitcoin season score of 33/100. Additionally, the U.S. Bitcoin spot ETF has seen net outflows for five consecutive weeks, totaling approximately $3.8 billion, reflecting that market sentiment has remained in a state of "extreme fear" since early February.

According to quiverquant data, financial giant Jane Street increased its holdings by 7,105,206 shares of IBIT in Q4 last year, valued at $276 million. The company currently holds 20,315,780 shares of IBIT, valued at $790 million.There were previous community rumors that Jane Street was allegedly suppressing Bitcoin prices through high-frequency trading at 10 AM Eastern Time every morning. Additionally, BlackRock and Morgan Stanley increased their holdings by over 2.37 million shares of IBIT in Q4 last year.

The Ethereum Foundation officially announced that the Hong Kong Ethereum Community Center is now officially operational.This community center focuses on offline communication, co-creation, and event hosting, and is regarded as an important node for connecting the Ethereum ecosystem in East Asia.

According to Bloomberg, Bitfury founder Val Vavilov stated that the recent plunge in cryptocurrency is a great opportunity to buy again. He commented on WhatsApp: "For us, the drop in Bitcoin is an opportunity to rebalance our portfolio and purchase a certain amount of Bitcoin at a low price." However, he did not disclose the investment amount or the quantity purchased.Vavilov said: "We believe in Bitcoin and its growth potential, and we hold part of our assets in Bitcoin, but it is just one component of our portfolio." He emphasized that his company has long expanded from cryptocurrency mining to the field of artificial intelligence infrastructure.

According to market news, Illinois in the United States has proposed the "Community Bitcoin Reserve Act," which aims to establish a state-level program to store Bitcoin in multi-signature cold wallets, starting with the Altgeld Bitcoin Reserve. Bitcoin cannot be traded or sold without new legislative approval.

He Yi posted on the X platform, stating that some users in the community initiated a "withdrawal campaign." However, after this action was launched, the amount of assets in Binance addresses actually increased. Regularly initiating withdrawals on all trading platforms is a very effective stress test. He reminded users to carefully verify addresses during the withdrawal process to reduce the risk of operational errors, as blockchain transfers, once completed, are usually irreversible.He Yi also mentioned that he is learning to view everything with a positive mindset, such as how price drops may present opportunities to acquire high-value assets at lower prices, and how FUD can enhance the awareness of Binance among those who were previously unfamiliar with it. He emphasized that these views do not constitute investment advice.