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

Bitcoin is holding firm above the $70,000 support level following a massive short squeeze that liquidated $427 million. As the "Four-Year Cycle" narrative shifts, the market is split: Michael Saylor’s cold, institutional "indiscriminate stacking" vs. Carl Moon’s high-energy retail "hopium." This article decodes these two polar-opposite strategies for the 2026 bull run and reveals how WEEX’s institutional-grade liquidity and AI trading tools empower every type of investor to convert market volatility into profit.

The Girl Who Created the SBTI Test: A Story of a Doomed Cyber Love, an E-Widow Ratfolk

The usefulness of the useless is the highest usefulness.

B.AI Officially Launched: Building AI Agent Financial Bedrock Platform, Driving AGI Era Business Underlying Logic

B.AI has built a complete ecosystem from the AI Service Gateway to the AI Agent Financial Base: The LLM permissionless gateway integrates top global models and a unified API in one stop; The AI Agent infrastructure, through protocols such as x402 and 8004, empowers the AI Agent with an independent wallet and autonomous transactions.

B.AI Officially Launched: Breaking Down A2A Collaboration Barriers to Unlock the Smart Body Economy's Full Potential

With its Multi-Model Intelligent Routing breaking the compute bottleneck on one hand, and the integration of x402, 8004, Skills, and BAIClaw on the other hand, B.AI has seamlessly connected the full-stack business loop of AI Agents from large-scale intelligent scheduling to financial operational capability, accelerating the arrival of the AGI era.

Bitcoin Hits $73,000 Triggering $427M Short Liquidation | Carl Moon: $200,000 is the Target

April 9, 2026 (UTC+0), 22:17. Bitcoin (BTC) executed a high-velocity surge within minutes, heavy-hitting the $73,000 psychological barrier and touching a local high near $74,000. While the price has since retraced to consolidate above $72,000, this "instant ambush" successfully completed a $427M liquidation of short positions.

a16z partner: perpetual contracts are rewriting the global trading rules

Perpetual contracts are shedding the label of tools in the crypto space and transforming into a foundational force reshaping the global trading structure. Thanks to breakthroughs in decentralized platforms and the introduction of RWA, perpetual contracts, with their round-the-clock operation, high c...

Bitcoin ETF Inflows Just Turned Positive After 5 Months of Outflows: What Does That Mean for BTC Price Now?

The Hidden Risks Behind Bitcoin ETF Inflows in 2026: What Traders Should Know. The question now isn't whether inflows are happening. It's what they're telling you about the next phase and whether your portfolio is positioned for it.

Decoding 2026's Bitcoin ETF Data: How to Trade Alongside Institutional Smart Money in 2026

After months of sustained outflows, rolling 30-day net ETF inflows just crossed 30,000 BTC. That's not noise. Historically, when institutional capital rotates back in at this scale, it marks a regime shift — not just a bounce.