Key Market Insights for March 5th, how much did you miss out on?
Top News
1. Trump Forced to Upgrade Middle East War Deployment, Conflict Window May Extend to 100 Days
2. Musk Suggests X Money Offers 6% Deposit Yield, Introduces Cashback Debit Card Feature
5. High-Win-Rate Account in Political Section Invests $37,900, Betting US Will Strike Iraq by March 7
Featured Articles
1. "These Former Crypto Builders Have Moved Toward the World's Hottest AI Projects"
Someone who can excel in a certain field is often not just lucky with timing, but possesses the innate ability to get things done. These capabilities are transferable. So we can observe an interesting phenomenon: in recent years, the smartest, most radical, and least compliant group of people in the crypto industry are now frequently appearing in the AI world. Some are writing macro essays that influence Silicon Valley's decisions, some are leading strategic decisions at top AI companies, and some are building the infrastructure that developers use daily. Although many of those who have moved on are reluctant to mention crypto again, it is undeniable that crypto, like a boot camp, has cultivated a group of people with judgment, risk awareness, and exceptional sensitivity to power structures, reshaping another industry.
2. "Trump's AI Farce: Insult if no Money Given"
Anthropic CEO Dario Amodei sent a 1600-word internal memo to all employees last Friday. The memo was exposed by the tech media outlet The Information today, causing a stir throughout Silicon Valley. The core of the memo was only one sentence: Anthropic was blacklisted by the Trump administration not because they couldn't agree on security terms but because they didn't donate.
On-chain Data
March 5th On-chain Fund Flow

You may also like

Morning News | CME Group launches Nasdaq Cryptocurrency Index futures; Asset management giant Janus Henderson strategically invests in Ethena

Why did Oracle deliver the strongest financial report in history, yet its stock price fell?

Bitcoin Layer 2 Network Botanix: Why Did We Choose to Dissolve?

Morning Report | OpenAI has submitted an S-1 registration statement draft to the U.S. SEC; Morpho completes $175 million financing

Galaxy Deep Research Report: How Hyperliquid's HIP-4 Upgrade Changes the Landscape of Prediction Markets?

Latest research from 13 top universities including Cornell University: The current state, challenges, and misconceptions of the fusion of Crypto and AI

Deconstructing Anthropic: The Best AI Company, Possibly Also a Type of Organizational Invention

Every exchange is a "Universal Exchange."

The counterattack of traditional finance: Alliance chains are quietly reviving

Pantera Capital Partner: How Tokenization is Restructuring the Private Equity and Early Investment Ecosystem?

Mastercard Launches Agent Pay for AI, Plans to Record AI Agent Payment Authorizations on Polygon
Mastercard launched Agent Pay for AI, a new payment protocol designed to help AI agents make small payments such as pay-per-use access to data and APIs. The system plans to record human-granted AI agent permissions on Polygon, focusing on verifiable authorization, identity, and payment controls.

Curve Deploys Llamalend v2 on Optimism With 250,000 OP Incentives
Curve launched Llamalend v2 on Optimism with 250,000 OP incentives from the Optimism Foundation. The upgrade expands Llamalend beyond its earlier crvUSD-focused model, adding broader collateral support, LlamaRisk market reviews, and the ability to use Curve LP tokens as collateral.

Raydium Old Liquidity Pool Reportedly Exploited, With $1.34 Million Moved to Ethereum and Tornado Cash
An old Raydium liquidity pool was reportedly exploited for around $1.34 million in USDC, RAY, and wSOL, with the stolen funds bridged to Ethereum and deposited into Tornado Cash. The incident highlights the tail risks of legacy DeFi pools, old contracts, and cross-chain fund laundering paths.

Kalshi Executive Challenges “SBF Backed AI Unicorns” Narrative, Says Leopold Aschenbrenner Was Key Figure
Kalshi executive John Wang questioned the “SBF backed AI unicorns” narrative, saying Leopold Aschenbrenner was the key figure behind major AI investment decisions.

New York Proposes Stricter Stablecoin Issuer Rules Aligned With Federal GENIUS Act
NYDFS proposed stricter stablecoin issuer rules aligned with the GENIUS Act, covering reserves, custody, redemption timelines, audits, and capital buffers.

CryptoQuant Says Bitcoin Profitable Supply Is Near 45% Pressure Zone as On-Chain Data Points to Market Repricing
CryptoQuant said Bitcoin’s profitable supply is nearing the 45% pressure zone, signaling rising market stress, unrealized losses, and a possible on-chain repricing phase.

Bitcoin Falls Below 200-Week Moving Average as On-Chain Data Shows Over Half of Supply in Loss
Bitcoin dropped below its 200-week moving average as on-chain data showed over 50% of circulating supply is now in loss, signaling rising market stress.

CFTC Reportedly Plans New Prediction Market Rules Focused on Manipulation Risk and Public Interest Review
The CFTC is reportedly preparing new prediction market rules focused on manipulation risk, public interest review, and retail trader protections.
