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QCP's analysis states that the continued closure of the Strait of Hormuz has led to rising energy prices, with Brent crude oil reaching $83 per barrel and Dutch natural gas prices increasing by 50% to $55, severely impacting the global supply chain. This conflict has exposed the vulnerabilities of the AI and technology sectors. South Korea, as a major semiconductor producer, has seen its KOSPI index drop 20% from its peak, with major constituents Samsung and SK Hynix severely affected by the disruption in energy supply.Notably, amidst market turmoil, Bitcoin has shown strong resilience, potentially signaling a shift in risk appetite. Analysts expect the market to remain volatile in the coming week, but due to the global dependence on chips, semiconductors, and AI-driven growth, it is anticipated that all parties will jointly pressure Iran to reopen the Strait of Hormuz, with China urging Iran to keep the strait open.

The first on-chain DEX incubated by Bybit, Byreal, founder emilyrealfreeman stated on social media that the Byreal Command Line Interface (CLI) has been open-sourced, marking its first protocol interface designed for AI agents.Unlike ordinary API wrappers or chatbot interfaces, Byreal CLI redefines the interaction between protocols and machines from an architectural level, providing deterministic execution, intent-constrained driven operations, and an Agent functionality focused on understanding users, making the system inherently safer and more reliable. Byreal CLI offers AI Agents a complete set of three primitives: identity, wallet (asset control), and a permissionless execution environment, which can only be supported simultaneously by cryptographic technology.Agents can freely discover, execute, and learn through a single command, including one-time liquidity pool analysis (APR estimation, risk scoring, LP range suggestions), with documentation and interfaces designed for AI execution. The new feature Copy Farmer allows Agents to automatically replicate top liquidity provision strategies. Byreal believes that within approximately two years, DeFi trading volume will flow more through AI Agents rather than front-end interfaces, and projects that optimize protocols for Agents in advance will win the routing layer, while those that do not keep up may become forgotten backend systems.

According to CoinMarketCap data, in the Upbit spot market rankings, the KITE/KRW trading pair of the KiteAI token KITE has risen to 7th place in 24-hour trading volume, accounting for approximately 2.32% of the total volume.

According to Jinshi News, Kevin Walsh's plan to reduce the Federal Reserve's balance sheet will only progress slowly. Walsh pointed out that the Federal Reserve's nearly $7 trillion balance sheet has overstepped into the realm of congressional authority and believes that large-scale bond purchases have distorted financial markets.Informed sources revealed that Walsh will only begin to adjust the balance sheet after consulting with banks and the public, and it is unlikely that the scale will be restored to pre-2008 financial crisis levels.

With the explosive rise of AI Agents like OpenClaw, the market is witnessing a key transition of AI from "answering questions" to "autonomous trading and asset management." A Space live stream focusing on "AI Agents and the Evolution of On-Chain Economy" will be grandly launched.On March 3rd at 8 PM, this seminar will deeply deconstruct the underlying logic of transferring execution rights from humans to algorithms, exploring the trade-offs users face between enjoying trading freedom and algorithm dependence. The meeting will also focus on analyzing how the OpenClaw Extension launched by Bank of AI achieves verifiability and regulation of AI on-chain behavior through technological means, and will look ahead to the core competitiveness building for ordinary users in the Web 4.0 era. We sincerely invite global community members to witness this critical turning point in the on-chain economy driven by AI.Users are encouraged to follow the official accounts @sunpumpmeme and @Agent_SunGenX, retweet the post, and @ three friends. The official account will randomly select 5 lucky users from the participants to receive a reward of 10 USDT each.

According to CCTV News, Israel is expected to gradually open its airspace starting from the evening of the 2nd local time.

According to Hyperinsight monitoring, the largest long address for BTC (0xdf1) has faced 4 liquidations in the past hour, with a total liquidation value of approximately $3.9 million. Thus, this address has been liquidated a total of 24 times in the past 24 hours, with account funds plummeting from a high of about $2.66 million yesterday to just $140,000, a drawdown of over 94.7%. The next liquidation price for its remaining BTC holdings is at $65,370.On March 1, after the official announcement of the assassination of Iran's Supreme Leader Khamenei, this address quickly opened a long position in BTC with 40x leverage, possibly betting that the war would soon end and the market would recover. Its BTC long position once reached 1,000 coins (approximately $66.83 million), making it the largest long position on-chain at that time, with a liquidation price of about $66,560. The funds for this heavy bet did not come from new margin but rather from the unrealized gains of a long position in SOL.On February 28, this address deposited approximately $470,000 into Hyperliquid, using high leverage to bottom fish SOL at an average price of $78. The next day, SOL rose to $88, and its principal once increased more than 5 times. This unrealized gain supported its bet on BTC, but also amplified the liquidation risk for both positions as prices declined.

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.

SpaceX is preparing to submit a confidential IPO application to the U.S. SEC as early as March, aiming for a June listing, with a valuation potentially exceeding $1.75 trillion and a fundraising target of up to $50 billion, which could break the $29 billion IPO record set by Saudi Aramco in 2019.On-chain data shows that SpaceX currently holds approximately 8,285 bitcoins through Coinbase Prime, with a market value of about $545 million at current prices. Compared to last December when bitcoin was around $92,500, corresponding to a market value of about $780 million, the value has shrunk by approximately $235 million over three months. If the IPO is successful, SpaceX will disclose the unrealized gains or losses related to bitcoin in its S-1 filing and subsequent financial reports, facing similar volatility risks and public scrutiny regarding crypto assets as Tesla. Historical data indicates that SpaceX's bitcoin holdings have experienced a significant pullback since reaching nearly $2 billion at their peak in 2021, with the market value fluctuating mainly between $400 million and $800 million over the past two years, during which no significant selling has been observed.

According to CoinDesk, on-chain data platform Arkham Intelligence shows that SpaceX currently holds approximately 8,285 bitcoins in its Coinbase Prime custody account, valued at about $545 million at the latest prices, down about $235 million from an estimated $780 million three months ago. During this period, the company did not reduce its holdings.SpaceX plans to submit a confidential IPO application to the U.S. Securities and Exchange Commission (SEC) as early as March, aiming for a June listing, with a valuation potentially exceeding $1.75 trillion and a fundraising target of up to $50 billion. If successful, it would break the $29 billion IPO record set by Saudi Aramco in 2019.Data shows that the company's bitcoin holdings have remained around 8,300 since early 2026, but the book value has fluctuated significantly due to the BTC price correction. At the end of 2021, its BTC holdings peaked at nearly $2 billion, followed by a decline during the 2022 bear market, fluctuating between $400 million and $800 million over the past two years.Market participants point out that once the S-1 filing is submitted, SpaceX will need to disclose its exposure to related crypto assets, and future financial reports may reflect the book profit and loss risks arising from bitcoin price fluctuations. Previously, Tesla had drawn market attention multiple times due to similar book value fluctuations. However, on-chain data does not indicate that SpaceX has engaged in active trading; unlike Tesla, which has conducted buy and sell operations, SpaceX appears to prefer a long-term holding strategy.

According to official news, MANTRA will complete the OM token upgrade on March 3, including a token code change and a 1:4 split. Users who have stored OM tokens on the MANTRA Chain or supported exchanges do not need to take any action; the system will automatically update the token code and increase the token quantity to four times the original.The official reminder states that users who still store OM tokens on the Cosmos blockchain (such as Stargaze, Osmosis, etc.) face the risk of not receiving the 1:4 revaluation. These users need to immediately transfer their OM tokens to the MANTRA Chain via the IBC cross-chain bridge.

According to Lookonchain monitoring, a certain whale opened 40x leveraged long positions on BTC and 20x leveraged long positions on SOL, which have faced partial liquidation. The liquidation price for the Bitcoin long position is $66,204.07, and the liquidation price for the SOL long position is $81.9.

According to market news, Russia is considering suspending peace talks unless Ukraine relinquishes some territory.

According to Bloomberg, sources say that SpaceX plans to file a confidential submission to the U.S. SEC as early as March 2026, potentially paving the way for an IPO in June; the IPO valuation could exceed $1.75 trillion, with fundraising possibly reaching $50 billion, and details may still be adjusted.

Current SEC Chairman Paul Atkins criticized former Chairman Gary Gensler for not attempting to adapt to innovation during his tenure at an event at the University of Texas, stating that the U.S. has missed significant opportunities in the cryptocurrency space and is now trying to catch up.Paul Atkins noted that since the Trump administration, the SEC has shifted to a more industry-friendly stance, establishing a cryptocurrency task force, dismissing several enforcement cases against large institutions, and launching Project Crypto to update regulations. Paul Atkins emphasized the potential of distributed ledger technology in payment clearing and settlement, and revealed that the SEC has approved WisdomTree's 24/7 settlement tokenized money market fund, with plans to further promote tokenized bank deposits.

According to Cointelegraph, the U.S. Producer Price Index (PPI) data for January exceeded expectations, rising 0.5% month-on-month (expected 0.3%), with core PPI increasing 0.8% month-on-month (expected 0.3%). As a result, Bitcoin's price came under pressure, dropping nearly 3% at one point during the day, currently hovering around $66,178. Market expectations for a rate cut by the Federal Reserve in March have fallen below 4%.Meanwhile, safe-haven assets performed strongly, with gold breaking through $5,200 per ounce, reaching a new high since late January; silver rebounded to $92, the highest level since January 30. Traders and analysts warned that Bitcoin might repeat last month's trend, when BTC/USD fell to a 15-month low of $59,000. Data shows that Bitcoin has dropped nearly 17% so far this month, facing a fifth consecutive month of declines, the first occurrence since 2018.

According to Cointelegraph, Bitcoin is facing its fifth consecutive month of decline, with a drop of 14%. The current price is fluctuating around $67,720, constrained by resistance at the psychological level of $70,000. Bitcoin is facing a triple resistance cluster on the weekly chart, including the 200-week Exponential Moving Average (EMA) at approximately $68,330, the historical high of $69,000 from 2021, and the $70,000 level.Analyst Captain Faibik believes that if the weekly close is above the 200-week EMA, there is potential for a rebound to $80,000. Furthermore, breaking through the 18-24 month holder cost baseline of $74,500 could signal the end of the bear market.CoinGlass data shows that the last time there was a consecutive five-month decline was during the depths of the bear market at the end of 2018. Historical patterns indicate that such rare consecutive decline cycles are often followed by rebounds, as seen in 2019 when there was a consecutive five-month increase after a decline. Market analysis suggests that as selling pressure approaches exhaustion, reversal signals may emerge in April.