MarketWhisper

The US prediction market Polymarket has seen the emergence of 6 new accounts, accurately betting on the Iran conflict event and making approximately $1 million in profit. Donald Trump Jr. served as an advisor and invested in the platform, sparking controversy over conflicts of interest. Analysis pointed out abnormal trading activity and called for legislation to ban betting on wars. Its legal status is unclear, and insider trading is difficult to regulate.

Ethereum recently rebounded to $2,037, mainly influenced by BitMine increasing its holdings by 50,928 ETH. BitMine now holds 4,473,587 ETH, aiming to control 5% of the supply, and claims that its staking strategy will generate stable returns. Technical analysis shows that if ETH breaks through $2,150, it may accelerate upward to $2,800; conversely, if it fails to hold above $2,000, it could drop to $1,800.

Core Scientific announced its Q4 2025 financial report, with total revenue decreasing to $79.8 million, primarily due to a roughly 47% decline in Bitcoin mining income. Despite the overall revenue reduction, hosting service revenue grew by over 268%, indicating that its data center transformation strategy is paying off. Adjusted EBITDA was negative $42.7 million. The company's working capital stands at $533.4 million. After shareholders rejected the merger with CoreWeave, Core Scientific will continue to operate as an independent company to advance its long-term strategy.

The Islamic Revolutionary Guard Corps of Iran announced the closure of the Strait of Hormuz, leading to a halt in oil tanker traffic and a surge in shipping costs, causing a significant impact on the global energy markets. Asian countries such as Japan and South Korea have sufficient reserves to face oil shortages, but the gap in liquefied natural gas is more severe, potentially threatening energy security. If the blockade continues, oil prices are expected to rise significantly.

Unity CEO announces that an upgraded version of Unity AI will be launched at GDC 2026, focusing on generating casual games using natural language, reducing development barriers. The system integrates multiple AI models to help developers create more efficiently. The industry has concerns about the impact of AI tools, believing that human creativity is still essential in the creative process.

In the past week, approximately 472 million XRP tokens flowed into exchanges, breaking the net outflow trend seen for several months and reflecting a defensive stance among holders amid geopolitical uncertainties. Although large inflows are generally seen as a warning sign of selling, they could also be a hedge. On the technical side, $1.30 is a key support level; if broken, the price could accelerate downward to $1.12. The resistance levels above are $1.50 and $1.61.

The "21st Century Housing Roadmap Act" proposed by the U.S. Senate includes a provision that bans the Federal Reserve from issuing Central Bank Digital Currencies (CBDC), with the ban remaining in effect until 2030. The bill aims to reduce housing costs and support the development of private stablecoins. The White House has expressed support for the bill, emphasizing that preventing CBDC development is a current policy priority. Bipartisan lawmakers have reached a consensus on this issue, making it a cooperative clause that can transcend party divisions.

The deadline for the White House's stablecoin legislation CLARITY has passed, but progress has stalled due to the crypto and banking industries failing to reach a consensus on stablecoin yields. The banking sector is concerned about outflows of customer funds and strongly opposes stablecoin reward arrangements. If legislation cannot be enacted in the future, it could trigger market uncertainty and impact the inflow of crypto funds.

Japan's largest cashless payment service provider PayPay plans to go public on NASDAQ, issuing 55 million ADRs, with a price range of $17 to $20, raising up to $1.1 billion, and a valuation exceeding $10 billion. The IPO was delayed due to global market turbulence triggered by the Middle East situation, which has a profound impact on investor acceptance and the future listing of fintech companies.

The U.S. Department of Justice has filed charges against Paxful founder Ray Youssef, accusing him of violating anti-money laundering laws and operating an unlicensed remittance business. Paxful has pleaded guilty and paid a $4 million fine, while Youssef maintains his innocence. The Backpage platform involved in the case has also become a focal point, highlighting the importance of compliance issues in cryptocurrency.

Pi Network recently experienced a surge in market supply after the foundation sold 48.88 million tokens, causing the price to fluctuate around $0.1700. Technical analysis shows that PI failed to break above the 50-day EMA at $0.1740, indicating a generally bearish outlook. If the $0.1700 support level is broken, further declines may occur. The community has criticized the transparency of token transfers, which has impacted market confidence.

Chainlink CCIP has completed the cross-chain bridging of Coinbase's wrapped Bitcoin token cbBTC, allowing over $5 billion in assets to enter the Monad DeFi ecosystem. This marks Bitcoin's transition from "hold-only, no use" to "on-chain yield asset," accelerating its liquidity options within DeFi.

Bitmine recently announced that as of March 1, it holds 4,473,587 ETH, valued at approximately $8.84 billion, and plans to achieve an annual staking yield of $253 million by 2026 through its proprietary MAVAN staking solution. The company's goal is to acquire 5% of the global circulating supply of Ethereum, and it has already completed 74% of this target. Bitmine's total assets amount to about $9.9 billion, including Ethereum, Bitcoin, and cash, supported by multiple institutional investors.

The Southern District Court of New York dismissed the class-action lawsuit against Uniswap Labs, ruling that the plaintiffs failed to adequately allege that the defendants were aware of the fraud or violated consumer protection laws. The court emphasized that open-source developers should not be held responsible for third-party misuse. This ruling provides legal protection for DeFi developers and clarifies the boundaries of liability for scams.

Boston authorities in the United States have filed charges in a cryptocurrency dating scam case, where the victim was defrauded of $327,829.72 in Tether (USDT) by the scammer "Linda Brown" through a dating app. The case fits the "pig butchering" scam pattern, where the scammer first builds emotional trust before inducing investment. USDT, due to its stability and anonymity, has become the main tool for scam funds, highlighting the severity of current crypto scams and the enforcement challenges.

Analysts and mining operators say that military actions by the US and Israel against Iran will not have a significant impact on global Bitcoin mining hash rate, as Iran's actual share of the global hash rate is less than 1%. Claims circulating on social media about a 5% collapse in Iran's hash rate are considered to be seriously exaggerated. The market impact stems from risk sentiment and geopolitical uncertainty rather than hash rate disruptions. Iran's crypto activities are limited by unstable electricity supply and complex regulations, leading to a 700% increase in capital outflows.

Bitcoin has recently rebounded strongly, reaching $68,990, with MicroStrategy increasing its Bitcoin holdings to over 720,000 coins. Nasdaq plans to launch binary options contracts to enter the prediction market. Additionally, the market is affected by tensions between the US and Iran, with investor sentiment leaning towards caution. Future data, including economic indicators from the Eurozone and the United States, will become the focus of attention.

President Trump issues a "tremendous" warning about U.S.-Israel military actions, causing extreme volatility in global markets: gold and silver are being sold off massively, while Bitcoin and Ethereum are rising against the trend, with the crypto market cap increasing by approximately $100 billion. Trump's remarks indicate that larger military actions may be forthcoming, and market volatility is unlikely to subside in the short term.

After the United States and Israel launched airstrikes on Iran, the assets withdrawal volume of Iran's largest cryptocurrency exchange Nobitex surged by 700%, with the highest single-hour outflow approaching $3 million. However, due to strict internet blockades, the outflow quickly declined. Two major forensic agencies have differing opinions on the reason for the capital outflow: Elliptic considers it a sign of capital flight, while TRM Labs believes it is a blockade effect causing market activity to stagnate. The Iranian public has long relied on cryptocurrencies to cope with financial sanctions and banking system crises.

Bitcoin has recently surged significantly, breaking through $70,000, mainly due to over $1 billion in institutional funds flowing back into cryptocurrency ETFs, ending five weeks of outflows, and successfully breaking through the downward trend line. Additionally, the Iran conflict has boosted inflation expectations, enhancing Bitcoin's appeal in an inflationary environment, leading to a rebound in market bullish sentiment.