精選要聞

1、今日加密市場逆勢回暖，宏觀避險巨鯨持金銀多單與加密空單日虧 50 萬美元

2、Solana、BSC 和 Base 同時發力 AI Agent 基建，鏈上 AI 或將迎來爆發

3、韓國股市歷史級下跌，同期 Upbit 平台交易額出現明顯回升

4、彼得·蒂爾計劃出售價值 2.8 億美元 Palantir 股票

5、沙特要打伊朗了？小時級別內幕地址再出手

精選文章

1.《Cit一枚鷄蛋的百年流浪，從華爾街到 Polymarini 餘音未了ket》

Citrini 的文章存在不少問題，邏輯勾連過於緊湊、制度反應被系統性低估、從微觀行業衝擊到宏觀系統風險的跳躍缺乏足夠的中間論證。但它最根本的問題，或許在於一種對人類社會的低估：它假定了一個靜態的制度環境，在其中，技術以近乎不可阻擋的速度碾壓一切。歷史上技術末日論層出不窮，它們在技術邏輯上往往無懈可擊，卻幾乎無一例外地忽略了「人」這個變量。人類社會的複雜性、它的摩擦力、它的冗余、它那些看似低效的制度安排，恰恰構成了一種強大的、分佈式的抗衝擊能力。我們有充足的時間來規避那些被推演出的末日，前提是我們不被推演本身嚇住。價格發現權，歷來是金融基礎設施中最核心的權力之一。想當初，芝加哥的黃油蛋商們建立了 CME，也是因為他們需要一個場所來發現價格、轉移風險。一百多年後，同樣的邏輯在鏈上重演，只是載體換了。你以為市場在交易鷄蛋，其實是市場在爭奪定價權。

2.《They wrote to ZachXBTThe flames of war between the United States and Iran have spread toa good scriptthe cryptocurrency community,a more profitablemarket than MondayWhat are the market expectations》

In the article disclosed by ZachXBT, he also clearly stated that he was hired this time to investigate Axiom's violations, and the scale of this disclosure is much lower than his previous bombshell disclosures involving tens of millions of dollars. After connecting many clues, a logical conspiracy theory emerged: Pump.fun, in order to target Axiom, paid the most credible "justice police" in the crypto community, ZachXBT, to investigate its potential violations. If there is a global stock market crash next Monday (S&P 500, Nasdaq), and Middle Eastern fiat currencies (such as the Riyal, Dirham) experience volatility in exchange rates, Bitcoin's properties as a decentralized safe haven asset may begin to awaken. Some long-term bullish views believe that Monday may experience a pullback first (with support possibly near key integer levels), and then if the conflict evolves into a long-term confrontation and traditional financial payments are disrupted, Bitcoin may exhibit a "decoupling" trend and rebound against the market. Currently, the battlefield news is constantly updating, and the most important indicator is to pay attention to Bitcoin's trading volume. In the end, it is every ordinary person who is harmed by war.

On-Chain Data

3 月 3 日的链上资金流动情况

歡迎加入律動 BlockBeats 官方社群：

Telegram 訂閱群：https://t.me/theblockbeats

Telegram 交流群：https://t.me/BlockBeats_App

Twitter 官方帳號：https://twitter.com/BlockBeatsAsia