March 3rd Key Market Info Discrepancy - A Must-Read! | Alpha Morning Post

Featured News

1. Trump Successfully Recreates "Market Holiday Beheading" Strategy, Crypto Assets and Crypto Stocks See Strong Rebound

2. Large Number of OpenAI Users Switch to Anthropic, Which Tops US App Download Chart

3. US Stock Market's Three Major Indexes Open Lower, Crypto Stocks Simultaneously Experience General Decline

4. After Strong Market Rebound, Mainstream CEX and DEX Funding Rates Still Indicate Bearish Sentiment

5. CZ Unfollows Ark Invest's Cathie Wood on Twitter

Articles & Threads

1. "US-Iran Conflict Spills Over into the Crypto Market, What Are the Market Expectations on Monday"

Following the US and Israel's attacks on Iran, BTC briefly fell to $63,000, with perpetual contract funding rate dropping to -6%, the second-lowest level in nearly three months. The last time it touched this level was on February 6 when BTC bottomed around $60,000. Meanwhile, as gold markets were closed, gold futures surged against the trend by nearly 6%. Israel has now entered a state of national emergency with its airspace completely closed. While the international community is still cautiously defining whether this constitutes "total war," this high-intensity localized conflict has substantively altered the regional landscape.

2. "Sam Altman's Twenty-Four Hours: Pentagon Said "No" Twice, But Only One 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 still him, sitting in front of the camera on CNBC's Squawk Box, saying in a calm tone: "For Anthropic, despite many disagreements between us, I basically trust this company. I believe they genuinely care about security." He also said: "I don't think the Pentagon should be threatening these companies with the Defense Production Act." In less than twelve hours, from the same mouth, two contrasting statements. What happened in between is worth explaining slowly.

Market Data

Daily Market Overall Funding Heatmap (reflected by funding rate) and Token Unlocks

Data Source: Coinglass, TokenUnlocks

Funding Rate

Token Unlocks