Therefore, our editorial team will select some worthwhile, high-quality articles from the content published in the past 7 days every Saturday, offering new insights from perspectives like data analysis, industry judgment, and opinion sharing for those in the crypto world.
Now, let’s read together:
Investment & Entrepreneurship
Iranian Situation Ignites Inflation Fears, Crypto Market’s “Rate Cut Dream” Faces a Test
Will the oil shock triggered by the Iranian situation become the spark that derails the rate cut timeline Wall Street has been eagerly anticipating? It depends on how long the Strait of Hormuz is effectively blocked.
If resolved within days, the inflationary impact is likely just a brief energy price spike—painful but manageable. But if the disruption lasts for weeks, it could combine with the summer gasoline season change, stubborn core inflation, and price pressures from tariffs, forming a “pressure cocktail” that forces the Fed to maintain a tight policy stance well into 2026.
When the Strait of Hormuz Stalls, What is the True Safe-Haven Asset?
Iran’s closure of the Strait of Hormuz will raise global oil prices, pressure US allies to push the US to restrain military action, and disrupt US internal political stability during the election period.
Simultaneously, the war costs are highly unsustainable; the global economic turmoil caused by the blockade will weaken Western countries’ financial capacity to support Israel’s prolonged military operations.
If we face World War III—gold still symbolizes a safe haven; silver acts like an amplifier of uncertainty; oil is the core bargaining chip, tearing apart central banks’ balancing acts between “fighting inflation” and “preserving growth.”
With parts of the traditional financial system failing, the role of crypto assets will undergo a qualitative change. In an environment of strengthened capital controls and restricted cross-border clearing, the ability to transfer value on-chain will be revalued. Mining farms, electricity, and computing power distribution will become geopolitical variables. The reserve structure of stablecoins will be scrutinized, and the legal jurisdiction of trading platforms will become a risk point.
The underlying logic of asset pricing will fundamentally shift. The first to be revalued will be the priority of physical assets.
The tech sector will also see significant appreciation: Artificial Intelligence and semiconductors, growth stories in peacetime, become the core of productivity in wartime. Computing power determines command efficiency, chips determine weapon system performance, and satellite communications determine information sovereignty. Assets like data centers, power infrastructure, and low-earth orbit satellite networks will be rapidly incorporated into national strategic frameworks.
Guide to Navigating the Bear Market: Teaching You to Identify True “Cash Flow” Tokens
Ignas used AI to screen 132 investable tokens across 12 categories.
After repeatedly thinking about what to do in the crypto space, examining old and new tokens, and researching new narratives, he believes the optimal risk-reward choice in the crypto world is: directly buying Bitcoin (BTC); using “play money” to constantly try new crypto protocols while continuously learning to use AI tools.
2026 Death List: Gaming is Dead, DeFi is Dead, Tools are Dead, Who’s Next?
In the first 90 days of the year, over 10 projects collectively underwent “euthanasia.” No rug pulls or noise, just a “quiet exit” after an announcement. Lack of self-sustaining capability is the underlying cause of all failures. Multi-chain expansion is a repeatedly proven trap. Security is a human problem, not just a code problem. Capital is accelerating its concentration towards leading projects with real demand.
Snapshot of 100 Crypto KOLs’ Holdings: 10 Stocks They Are Quietly Heavily Accumulating
- The capital flow from crypto → stocks is real and accelerating
- AI, metals, energy/power are consensus overweight sectors
- Memory/semiconductors are a high-conviction sub-theme (multiple interviewees provided detailed reasoning)
- Robotics/humanoids are becoming a strong narrative—multiple KOLs have already built positions
- Space and defense are receiving actual allocations, not just on watchlists
- IBKR is the preferred broker for crypto natives entering the stock market
- @Citrini7 is the most followed stock KOL among crypto traders
- Rare earths and uranium are popular contrarian/macro bets
- European and Israeli defense stocks are emerging as an independent theme
Prediction Markets
A Century-Long Journey of an Egg: From Wall Street to Polymarket
Polymarket offers far more traditional asset contracts than one might imagine: from commodities like crude oil CL, gold GC, silver SI, to various forex prices, and even housing data—all can find markets on Polymarket.
Operating 24/7 without closing is one of the biggest advantages of trading such contracts on Polymarket, a benefit that becomes very apparent when traditional financial markets are closed, as seen last weekend with the US-Iran conflict escalation.
Polymarket is already an officially recognized public opinion polling institution and information exchange center, while Hyperliquid has long been seen as a new type of fully-capitalized product trading platform.
Price discovery power has always been one of the core powers in financial infrastructure.
Also recommended: “How to Systematically Track High-Win-Rate Addresses on Polymarket?” “Pricing the Death of an Iranian Leader: Where Are the Ethical Boundaries of Prediction Markets?“.
Policy
Kraken Secures Fed Master Account, Crypto Industry’s Long-Held Wish Comes True
On March 4, Kraken announced that its Wyoming-registered bank, Kraken Financial, has obtained a Federal Reserve master account. This means it can directly settle US dollars through the Fed system, no longer needing intermediary partner banks, symbolizing its crossing of a long-standing regulatory hurdle for the crypto industry.
The focus of the next phase is no longer approval, but actual operational performance. If operations run smoothly and meet regulatory requirements, it will strongly support the idea of “allowing a small category of regulated, payment-focused institutions more direct access to the Fed.” If not smooth, it will reinforce the stance that “central bank access should be strictly tied to traditional banks.”
Same Case, Different Verdict: Why Can Uniswap Be Innocent, But Tornado Cash Not?
Uniswap was not aware of the scam tokens’ situation, and even if aware, did not provide substantial assistance, nor did it meet any state law’s definition of aiding fraud. Regarding unjust enrichment, Uniswap did not obtain direct benefits; the indirect benefit from such scam projects expanding the user base is too speculative.
Facing the same judge, Tornado Cash’s Roman Storm had a different outcome. The jury found Roman Storm guilty of “conspiracy to operate an unlicensed money transmitting business,” but no formal sentencing has occurred yet.
The author’s understanding is: Decentralization is acceptable, but privacy is not.
Airdrop Opportunities & Interaction Guides
After OpenMind’s Token Launch, A Quick Look at Unlaunched Projects in the Bot Sector
PrismaX, Konnex, BitRobot Network, Axis Robotics.
Also recommended: “Hot Interaction Collection | Perle Labs New Q&A Task; Perceptron Network Idle for Points (March 4)“.
Bitcoin
Ethereum & Scaling
Vitalik’s Rare Self-Criticism: Ethereum Missed the Truly Important Battlefield
Ethereum has been largely absent from various social issues in recent years. Vitalik proposes a new framework—”sanctuary tech”—free and open-source technology that allows people to live, work, communicate, manage risk, accumulate wealth, and collaborate around common goals; all optimized for resilience against external pressures.
Ethereum’s goal should be to de-totalize, creating digital stability islands in chaotic times, making interdependence impossible to weaponize.
Vitalik provides a phased scaling roadmap from an overall architectural perspective, aiming to lay the foundation for Ethereum’s continuous network capacity expansion in the coming years. To scale Ethereum over the next five years, three resources need scaling: execution resources, data resources, and state resources.
Vitalik’s idea: Make creating new state more expensive, but make ordinary transactions cheaper. Long-term scaling involves making the mainnet itself larger and stronger, reducing reliance on Layer 2. This includes a phased rollout of Blobs + PeerDAS and ZK-EVM.
Regarding state scaling, Vitalik also has no perfect solution yet, hoping to combine “strong statelessness” and “state expiry,” introducing “temporary storage,” “periodic storage,” and “restricted storage.”
What “Killer Features” Are Hidden in the Ethereum Glamsterdam Upgrade Championed by Vitalik?
If Fusaka is a “data layer upgrade,” then Glamsterdam is an “execution layer upgrade.” Fusaka mainly solves “how to transmit data,” while Glamsterdam aims to solve “who produces blocks.”
Wall Street Shorts ETH: Vitalik Already Knew and Front-Ran, Tom Lee Still Deluded
Wall Street short-seller Culper Research suddenly published a report announcing it is shorting ETH and related securities like BMNR.
Culper Research’s logic is that Vitalik and other developers miscalculated Ethereum’s demand elasticity before the Fusaka upgrade, leading to the upgrade damaging ETH’s token economic model.
Culper Research also mentioned that Vitalik is well aware of this and is practically front-running with actions, while the deluded Tom Lee is heading towards a dead end.
Also recommended: “When Base Takes Everything, What’s Left for Optimism?“.
CeFi & DeFi
Hyperliquid’s new improvement proposal suggests introducing a continuous liquidation auction mechanism at the protocol layer, allowing new token projects to complete the entire process of capital raising and liquidity bootstrapping on-chain, without relying on centralized exchanges or third-party platforms.
The author adapted Uniswap’s continuous liquidation auction model and redesigned it for Hyperliquid’s order book environment.
Web3 & AI
The More Powerful AI Gets, the More Valuable McDonald’s Becomes
HALO (Heavy Assets, Low Obsolescence Risk)—buy companies that AI, no matter how advanced, cannot eliminate. HALO represents a flip in capital market valuation logic under AI anxiety.
The US market focuses on what AI can take away, while the Chinese market focuses on what AI can help with.
What AI will truly kill are companies that shouldn’t have existed in the first place—products with no moat, growth solely reliant on funding, survival based on information asymmetry.
Behind OpenAI’s $110 Billion Funding Round: The Game Between Amazon and Microsoft
OpenAI announced its latest $110 billion funding round at a $730 billion pre-money valuation.
Stateless API represents the present, while Stateful Runtime Environment represents the future. Whenever OpenAI’s Stateless API is called, Azure bills in the background—regardless of the customer or channel, traffic ultimately returns to Azure. This is highly predictable cash flow, but the issue is the profit margin contraction trend for Stateless API; call volume may keep growing, but actual profits may not remain stable long-term. On the other hand, Amazon secured the underlying hosting rights for the AI Agent era for AWS with $50 billion in real cash and a $100 billion expansion agreement. Once Agents become the core carriers of enterprise productivity, the resources truly consumed long-term—computing power, storage, scheduling systems, workflow orchestration, and cross-tool collaboration—will all settle on AWS’s runtime environment.
For OpenAI, this is a typical diversified hedging strategy—not deeply bound to any single cloud provider, not letting future growth be entirely subject to one party, using future business as leverage for better terms.
When AI Agents Become Sentient, Stablecoins = Dollar API
The currency for AI is on-chain stablecoins. Crypto solves issues like identity, accounts, payments/receipts, and control for AI Agents.
USDC may become the best currency for AI Agents.
Paradigm’s New Math: When Crypto Can’t Hold $12.7 Billion, AI Becomes the Answer
Crypto investment firm Paradigm is raising a new fund of up to $1.5 billion, expanding its investment focus to artificial intelligence, robotics, and other frontier technologies.
Paradigm’s move into AI doesn’t mean it’s competing with a16z or Sequoia for the same batch of projects, but rather betting on the intersection that others haven’t yet clearly seen.
When Openclaw’s Founder Advises Young People to Stay Away from Crypto
Talent, capital, and attention are comprehensively migrating from Crypto to AI.
Mining Companies’ Great Migration: Some Already Hold $12.8 Billion in AI Orders
Mining companies are pivoting to AI infrastructure.
This article is sourced from the internet: Weekly Editor’s Picks (0228-0306)
Related: The “Real vs. Illusory Boom” in Perpetual Contracts: Can You See Through It?
Compiled and Edited by: BitpushNews Just when you think finance is getting dull, it always manages to surprise. Lately, it seems everyone is reshaping the financial system in ways few anticipated, even those from the entertainment and media industries. Take Jimmy Donaldson (aka “MrBeast” on YouTube), for example. Not only does he have a snack empire, but he recently acquired a banking app aimed at promoting financial literacy and money management among teens and young adults. Why? Perhaps nothing is more straightforward than monetizing a subscriber base of 466 million with financial products. This summer, CME Group, the world’s largest derivatives exchange, will launch single-stock futures, allowing users to trade futures on over 50 top U.S. stocks, including Alphabet, NVIDIA, Tesla, and Meta. These transformations show us how people’s ways…
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