Today's top news highlights:

Regulation & Macro

Iranian Ambassador to China: Iran will take a three-step approach to promote de-escalation and a political solution to the current situation.

According to a report by Global Times cited by Jinshi, Iranian Ambassador to China Fazli held a press conference in Beijing on the 9th to elaborate on Iran's position regarding the current crisis and the direction of its foreign policy. Ambassador Fazli stated that under the leadership of the new Supreme Leader, Iran advocates following the "three-step" plan proposed by senior Iranian officials in their phone call to promote the easing of the current situation and a political solution. The first step is to end the war and achieve a ceasefire. The war should be stopped first by the instigating party, and it is necessary to take action to force the United States and Israel to immediately cease all military attacks. The second step is to return to the negotiating table, but because we no longer trust the United States, this step is difficult to achieve, almost impossible, unless major world powers and the UN Security Council intervene in the negotiations, play a positive role, provide binding and inviolable guarantees to ensure that no further acts of aggression occur during the dialogue, and establish a lasting and reliable mechanism to maintain the outcome of the negotiations. The third step is that all countries need to unite and cooperate to jointly resist unilateralism and promote the development of multilateralism. "On the basis that the above principles are fully respected and implemented, we are willing to resume relevant dialogues."

Hefei High-tech Zone launches 15 robust measures to support crayfish farming, with subsidies up to 10 million yuan.

Hefei High-tech Zone recently officially released the "Hefei High-tech Zone Action Plan for Building an Artificial Intelligence OPC Entrepreneurship Ecosystem Demonstration Zone (Draft for Comments)," introducing 15 robust measures to comprehensively support the implementation and development of open-source AI projects such as OpenClaw, aiming to create a benchmark for the new business model of "AI + Super Individual/One-Person Company (OPC)." Hefei High-tech Zone has prepared a generous package of "space + talent + computing power + scenarios + capital," offering up to 10 million yuan in financial support.

Project Updates

Polymarket will launch S&P 500 binary options products.

According to Bloomberg, Polymarket, an on-chain prediction market platform, plans to add binary options to the S&P 500 index, allowing users to bet on whether the index price will "go up" or "go down".

Weibo announced its integration with Kimi Claw, enabling remote control of the Lobster Assistant to perform tasks.

Weibo has announced its integration with Kimi Claw. Users can remotely connect to and control the AI assistant by following @WeiboLobsterAssistant and sending a private message. Configuration is a simple two-step process: send a private message to @WeiboLobsterAssistant with the message "Connect Lobster"; and follow the instructions to configure the key. Once set up, users can issue commands anytime via the Weibo mobile app to remotely control the Lobster Assistant, eliminating reliance on PCs and complex apps and enabling convenient information analysis, content creation, and task management within social media browsing.

According to reports, leveraging Weibo's real-time news, trending topics, and diverse user ecosystem, Weibo provides Kimi with a highly active user reach channel, enabling Kimi to be quickly deployed in high-frequency scenarios such as news interpretation, market tracking, event response, and account management. Furthermore, the Kimi K2.5 model consistently ranks first globally on OpenRouter's OpenClaw model call leaderboard. In the future, Weibo plans to open up its ability to retrieve content such as bloggers' historical posts and trending topics for AI applications.

WeChat employees refute rumors that OpenClaw can automatically send red envelopes.

A WeChat employee, "Kecun Xiaojiang," posted on Weibo that the claim that giving OpenClaw instructions would allow AI to automatically send red envelopes is false. "The QClaw mentioned in the screenshot doesn't yet have a mobile deployment plan, and WeChat on PC doesn't support sending red envelopes. The person who made the joke has clarified this themselves, so please don't spread misinformation." He also reminded users to be careful with access control for tools like OpenClaw that involve AI-automated decision-making and operations.

Binance Alpha launches second round of LAB token airdrop rewards

Binance Alpha's second LAB (LAB) airdrop is now live. Users with at least 241 Alpha Points can claim 207 LABs on a first-come, first-served basis. If the airdrop quota is not fully distributed, the points threshold will automatically decrease by 5 points every 5 minutes. Participating in the airdrop will cost 15 Alpha Points. Users must confirm their claim on the Alpha Events page within 24 hours, otherwise they will be considered to have forfeited their eligibility for this airdrop.

SlowMist: Beware of a malicious npm package named "@openclaw-ai/openclawai"

SlowMist issued a warning, urging caution against a malicious npm package named "@openclaw-ai/openclawai". This package masquerades as a legitimate command-line tool called OpenClaw Installe, deploying a multi-layered attack chain to steal system credentials, encrypted wallet private keys, browser data, SSH keys, Apple Keychain databases, and other information.

Investment and financing news

Founders Fund's fourth growth fund is nearing completion, with a fundraising target of $6 billion.

According to TechCrunch, sources familiar with the matter revealed that Peter Thiel's Founders Fund is nearing completion of fundraising for its fourth growth fund, expecting to secure $6 billion in capital commitments. External investor demand exceeded the fund's capacity, with approximately $1.5 billion coming from Founders Fund partners themselves. This fundraising comes less than a year after the closure of its third $4.6 billion growth fund, which was primarily used for follow-on investments in successful late-stage companies.

Zcash development lab ZODL raises over $25 million in seed funding.

Zcash Open Development Lab (ZODL) has announced the completion of a seed funding round exceeding $25 million. Investors include Paradigm, a16z crypto, Winklevoss Capital, Coinbase Ventures, and numerous industry investors. Founded by Josh Swihart, former head of Electric Coin Company (ECC), ZODL's Zcash wallet, Zodl (formerly Zashi), launched in 2024, has driven over 400% growth in Zcash privacy pool size and facilitated over $600 million in ZEC exchanges since October of last year.

Opinions & Analysis

Analysis: Bitcoin remains resilient, and expectations for a return to the $70,000 to $80,000 range are rising.

Matrixport published an analysis today stating that Bitcoin has been consolidating sideways since early February. Despite escalating geopolitical tensions, weak US employment data, and a general global stock market correction (with a significant drop in the South Korean stock market), Bitcoin has demonstrated strong resilience. Even with a sharp rise in oil prices over the weekend, Bitcoin only retraced to the support level around $66,000, which has continued to provide support. The firm also mentioned in a previous daily report that the possibility of Bitcoin regaining strength and returning to the $70,000 to $80,000 range is increasing. As the market gradually digests the impact of the Iranian conflict, Bitcoin is expected to break free from geopolitical disturbances and recover towards a higher trading range.

Analyst: JELLYJELLY's current futures-spot price spread is as high as 34%.

According to on-chain analyst @ai_9684xtpa, the current on-chain market capitalization of JELLYJELLY tokens is $89.95 million, while the Binance futures market capitalization is $67.17 million, resulting in a price difference of up to 34%. The price anomaly appears to have started around 9 AM this morning, with the first small price peak occurring around 10 AM. However, when the on-chain price surged again around 2 PM, the futures price unusually fell, leading to the significant price difference.

Binance JELLYJELLY's latest contract open interest is $9.96 million, which surged around 1 p.m.; currently, funding fees are -2%, meaning a large amount of capital is shorting regardless of price.

Important data

Wall Street institutions invested a total of $540 million in the US Solana ETF in Q4 of last year.

Data shared by Bloomberg ETF analyst James Seyffart shows that Wall Street institutions poured over $540 million into the U.S. spot Solana ETF in the fourth quarter of last year. Electric Capital Partners led the pack with $137.8 million, followed by Goldman Sachs with $107.4 million. Elequin Capital, SIG Holding, and Multicoin Capital were also among the top five buyers. Morgan Stanley and Citadel Advisors were also among the buyers.

The data comes from a 13F filing submitted in mid-February, which requires institutions managing over $100 million in assets to disclose their fourth-quarter holdings. Investment advisors were the largest holders with over $270 million, followed by hedge funds with $186.4 million, holding companies with $59.5 million, brokerages with $20.3 million, and banks with $4.5 million. Although the market value of the approximately 4.3 million SOL tokens corresponding to these holdings has fallen by over 30% since the end of last year, the Solana ETF has seen cumulative inflows of $952 million since its launch last October.

Bitcoin spot ETFs saw a total net inflow of $167 million yesterday, with BlackRock's IBIT leading the way with a net inflow of $109 million.

The Bitcoin spot ETF with the largest net inflow yesterday was BlackRock ETF IBIT, followed by Fidelity ETF FBTC, with a net inflow of $60.086 million. The Bitcoin spot ETF with the largest net outflow yesterday was Bitwise ETF BITB, with a net outflow of $4.4888 million.

The 20 millionth Bitcoin has been mined, with less than 5% remaining available for mining.

According to CloverPool data, the Bitcoin block height has reached 940,000, and the 20 millionth BTC has been mined, accounting for approximately 95.2% of the total supply of 21 million Bitcoins. This means that only about 1 million Bitcoins will be available for mining in the next 114 years.

Bitmine transferred another 4,308 ETH to Coinbase, equivalent to approximately $8.74 million.

According to Onchain Lens monitoring, Bitmine transferred another 4,308 ETH (US$8.74 million) to Coinbase at midday. To date, they have transferred a total of 9,608 ETH (US$19.49 million) to Coinbase today.

A whale received another 245 BTC from Galaxy Digital, worth approximately $16.8 million.

Bitmine disclosed that it holds 4.5346 million ETH, with total crypto assets and cash reaching $10.3 billion.

Bitmine (BMNR) purchased 60,976 ETH last week, amounting to approximately $131 million. As of March 8, the company currently holds 4.5346 million ETH, representing approximately 3.76% of the total ETH supply, along with $1.2 billion in cash and some Bitcoin and equity investments, bringing its total assets to $10.3 billion. Of these, 3.0405 million ETH are currently staked, generating approximately $174 million in annualized staking income at the current price.

Sharplink's annual financial report: Ethereum holdings increased to 868,699, with staking rewards reaching 14,516 ETH.

According to Globenewswire, Nasdaq-listed Ethereum treasury company Sharplink released its full-year 2025 financial report, disclosing that its Ethereum holdings have increased to 868,699, including 604,618 native ETH, 208,893 ETH redeemed from LsETH, and 55,188 ETH redeemed from WeETH. It also received 14,516 ETH staking rewards, making it the second-largest publicly traded company globally in terms of ETH holdings. Furthermore, the company disclosed holding $28.5 million in cash and $1.9 million in USDC, and plans to continue increasing its ETH holdings and expanding its staking activities.

Strategy purchased 17,994 bitcoins last week, bringing its total holdings to 738,731 bitcoins.

According to Michael Saylor, Strategy purchased 17,994 Bitcoins for approximately $1.28 billion between March 2 and March 8, at an average price of approximately $70,946. As of March 8, the company held a total of 738,731 Bitcoins, with a total purchase cost of approximately $56.04 billion and an average holding price of approximately $75,862.

做空机构香橼：继续做空ETH，相信其与FTX一样存在常识性的缺陷

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