Key Market Information Discrepancy on March 2nd - A Must-See! | Alpha Morning Report
By: blockbeats|2026/03/02 13:00:05
0
Share
Top News
2. Bitcoin Briefly Dips Near $65,000 This Morning
3. Anthropic Reportedly Launches "Prompt Migration" Tool, Targeting OpenAI's Memory Wall
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
Funding Rate

Token Unlocks

You may also like

Dragonfly partner Haseeb: The fastest-growing companies in the future may all be stuck at 149 people
The pricing of large models is actually an "AI tax": it shackles large enterprises with computing power constraints, slows down automation, but turns subscriptions into a subsidy for small teams' innovative dividends. By capping the scale at under 149 people, startups can continuously experiment wit...

Morning Report | Former Ethereum Foundation researcher establishes Ethlabs; EU Parliament Economic Committee passes digital euro regulatory proposal
Overview of Important Market Events on June 23

Interview with NDV Founder Jason Huang: Popping the AI Bubble and the Myth of Microstrategy, Seeking the Ultimate Ace in the Crypto Market
Exclusive Interview with NDV Founder Jason Huang: MicroStrategy's coin selling triggered a stampede, BTC has fallen into a liquidity squeeze, and the current market has not yet bottomed out, patiently waiting for a "FTX-level" iconic panic event to clear.

Morning Report | The South Korean Financial Services Commission plans to expand the regulatory sandbox to include virtual assets; the parent company of the New York Stock Exchange, ICE, has reached a partnership with OKX to jointly establish a cryptocu...
Overview of Important Market Events on June 22

Exclusive Interview with Strategy CEO: Putting Aside the Sale of 32 BTC, the 60 Trillion AI Intelligence is the Ultimate Fate of Bitcoin
Strategy CEO responds for the first time to the controversy over the sale of 32 bitcoins: testing internal processes and breaking the "death spiral" rhetoric, maintaining long-term holding faith, and revealing how the 60 trillion AI intelligence will reshape the bitcoin trading landscape.

TRON revitalizes the image of the bull, creating a more approachable brand character
From Logo to BoNiu, TRON further enhances its brand visual assets.

Will the STRC issuance price discussed with ChatGPT really fall into a death spiral?
Whether this mechanism is a "stabilizer" or an "accelerator" lies in the upcoming prices and interest rates.

The foundation retreats, Ethlabs steps forward: Ethereum welcomes its largest restructuring in history
The Ethereum Foundation is repositioning itself as a lighter protocol governance and maintainer, rather than a primary core builder.

NYSE Parent ICE and OKX Launch Joint Venture: What It Means for Tokenized Stocks
ICE and OKX have announced a joint venture focused on tokenized stocks, but stock futures are already live across crypto markets. Here's what the partnership means, how stock futures work, and why traders are paying attention.
How to Trade Apple and Nvidia on a Crypto Exchange in 2026 (Without Buying Shares)
What are Apple and Nvidia stock futures, and why are crypto traders paying attention? Learn how to trade stock futures with USDT, how they differ from buying stocks, and why platforms like WEEX are expanding beyond Bitcoin in 2026.

Morning Report | Secret Network loses $4.67 million due to cross-chain vulnerability; Michael Saylor releases Bitcoin Tracker information again, may disclose increased holdings data next week
Overview of Important Market Events on June 21

Kalshi's biggest competitor is not Polymarket
The competitive logic of the prediction market has changed.

The second half of the computing power battle: Intel CEO Pat Gelsinger reveals how AI is reshaping the global semiconductor supply chain
Intel CEO Pat Gelsinger's latest discussion: The AI computing power battle has gone beyond the single-point competition of GPUs; the ultimate trump card is to comprehensively restructure the semiconductor supply chain and solve the systemic bottlenecks in advanced manufacturing.

B.AI partners with MiniMax to launch a limited-time free experience of M3, enabling zero-threshold implementation of Agentic productivity through full-stack infrastructure
B.AI and MiniMax launch a limited-time free offer for M3, allowing access to top-tier large model core computing power with no threshold.

A company that was on the verge of bankruptcy has just surpassed Bitcoin in market value
In this wave of AI, capital is clearly more inclined to pay a premium for segments that have real orders, visible supply bottlenecks, and quantifiable profits, which also puts the Crypto AI narrative under more direct scrutiny regarding the certainty of value realization.

The two giants are racing in "credit": loan balances of 9.9 billion vs 14.6 billion USD, Brazil has become the main battlefield
When we see the domestic credit market growing slowly, with major lending platforms and consumer finance companies tightening their strategies and cautiously controlling their volumes; in stark contrast, the overseas credit sector is迎来 a period of rapid expansion.

Rented Belief: How Much of the Bitcoin ETF Fund Flow is Real Money
Looking at it week by week, the ETF capital flow is mainly driven by a hidden arbitrage trade rather than belief.

On-chain finance: On-chain IPOs and on-chain ICOs, a new frontier in the trillion-dollar market
The United States uses stablecoins to export the dollar, uses on-chain IPOs/ICOs to export assets, and uses OnFi to export financial rules.
Dragonfly partner Haseeb: The fastest-growing companies in the future may all be stuck at 149 people
The pricing of large models is actually an "AI tax": it shackles large enterprises with computing power constraints, slows down automation, but turns subscriptions into a subsidy for small teams' innovative dividends. By capping the scale at under 149 people, startups can continuously experiment wit...
Morning Report | Former Ethereum Foundation researcher establishes Ethlabs; EU Parliament Economic Committee passes digital euro regulatory proposal
Overview of Important Market Events on June 23
Interview with NDV Founder Jason Huang: Popping the AI Bubble and the Myth of Microstrategy, Seeking the Ultimate Ace in the Crypto Market
Exclusive Interview with NDV Founder Jason Huang: MicroStrategy's coin selling triggered a stampede, BTC has fallen into a liquidity squeeze, and the current market has not yet bottomed out, patiently waiting for a "FTX-level" iconic panic event to clear.
Morning Report | The South Korean Financial Services Commission plans to expand the regulatory sandbox to include virtual assets; the parent company of the New York Stock Exchange, ICE, has reached a partnership with OKX to jointly establish a cryptocu...
Overview of Important Market Events on June 22
Exclusive Interview with Strategy CEO: Putting Aside the Sale of 32 BTC, the 60 Trillion AI Intelligence is the Ultimate Fate of Bitcoin
Strategy CEO responds for the first time to the controversy over the sale of 32 bitcoins: testing internal processes and breaking the "death spiral" rhetoric, maintaining long-term holding faith, and revealing how the 60 trillion AI intelligence will reshape the bitcoin trading landscape.
TRON revitalizes the image of the bull, creating a more approachable brand character
From Logo to BoNiu, TRON further enhances its brand visual assets.
Customer Support:@weikecs
Business Cooperation:@weikecs
Quant Trading & MM:bd@weex.com
VIP Program:support@weex.com





