Key Market Information Discrepancy on March 4th — A Must-Read! | Alpha Morning Report
Top News
2. OpenAI Core Researcher Transitions to Anthropic
3. US Dollar Strengthens by Over 1%, Non-US Currencies Experience General Decline
4. Neo's Two Co-Founders Face Discord Again, Zhang Zheng Questions Possible Embezzlement of Funds
5. Binance Launches First 7 AI Agent Skills, Covering Wallet Data and Spot API
Articles & Threads
1. "If This Is the Start of World War III, How Are Top Investors Preparing?"
Civilization originated from violence. And some places are inherently focal points of war. The Strait of Hormuz is one such place. When this narrow waterway, responsible for a fifth of global oil transportation, closes, what impact will it have on assets, including Bitcoin? And if this is the beginning of the third world war, how will we respond?
2. "After Being Banned for 48 Hours, Claude Tops the App Store"
Anthropic paid a price for this narrative: lost a contract, labeled a security risk, named by the president, and all its products were required to be removed from federal systems within six months. But in the same weekend, the same narrative had a completely opposite effect in another dimension. What ordinary users saw was not contract terms, not legal explanations, not debates on security philosophy. What they saw was: one company said no, was kicked out by the government. Another company said yes, got the contract. They made choices within their own judgment framework, 295% uninstall rate, top of the App Store, crashed servers. This is a rare collective consumer moral stance in the history of the AI industry.
Market Data
Daily Market Overall Funding Heatmap (based on Funding Rate) and Token Unlocks
Data Source: Coinglass, TokenUnlocks
Funding Rate

Token Unlocks
You may also like

The Impossible Triangle of DeFi Lending

Bitcoin ETF News: Why Bitcoin Is Falling Even After $2.43B ETF Inflows in April
Bitcoin ETF news today shows $2.43B in April inflows as institutions absorbed thousands of BTC, yet the price dropped from $79K to $76K. Traders are now watching whether the $80K resistance breaks or triggers another pullback.

What Is RWA in Crypto? Real-World Assets Explained (2026 Guide)
What Is RWA in Crypto?RWA stands for Real-World Assets — traditional financial assets like bonds, real estate, gold, and private credit that have been converted into blockchain tokens.

Revisiting RWA: Nearly 50,000 people's first on-chain transaction was not Bitcoin, but stock indices and crude oil

Altcoin Price Outlook 2026: The Rotation Is Coming — Just Not the Way You Think
Bitcoin dominance at 58%, Fear & Greed at 39. If you think altcoin season is dead, you're reading the wrong signals. Here's what the data actually says about what comes next.

Oracle: The Second Battlefield Behind the Prediction Market War

a16z's key bet: Kalshi's weekly trading volume approaches $3 billion, transitioning from "prediction games" to financial infrastructure, the market begins to price "uncertainty."

Morning Report | Galaxy Digital announces Q1 2026 financial report; Liquid completes $18 million Series A financing; Polymarket plans to bring major exchanges to the U.S

From a banned economist to the new CEO of Xinhua: Fu Peng has figured out the second half of traffic

Why Private Credit Became the First True Bridge from TradFi to DeFi

Senior cryptocurrency investor: Blockchain is showing a siphoning effect on capital

When traditional crypto derivatives start to subtract: Insights from Hyper Trade's products

My view on blockchain has changed

Will AI Agents use bank cards? Why can't Agentic Payment avoid stablecoins and blockchain?

Deconstructing 80 mainstream payment institutions and wallets worldwide

The MiCA Fast Track for Cryptocurrency Licenses: Why OKX and BVNK Choose Malta

a16z Crypto: Stablecoins are rebuilding the global financial infrastructure

ENI's RWA ambition: to create an enterprise-level BaaS platform that allows Web2 institutions to "go beyond just asset on-chain."
The Impossible Triangle of DeFi Lending
Bitcoin ETF News: Why Bitcoin Is Falling Even After $2.43B ETF Inflows in April
Bitcoin ETF news today shows $2.43B in April inflows as institutions absorbed thousands of BTC, yet the price dropped from $79K to $76K. Traders are now watching whether the $80K resistance breaks or triggers another pullback.
What Is RWA in Crypto? Real-World Assets Explained (2026 Guide)
What Is RWA in Crypto?RWA stands for Real-World Assets — traditional financial assets like bonds, real estate, gold, and private credit that have been converted into blockchain tokens.
Revisiting RWA: Nearly 50,000 people's first on-chain transaction was not Bitcoin, but stock indices and crude oil
Altcoin Price Outlook 2026: The Rotation Is Coming — Just Not the Way You Think
Bitcoin dominance at 58%, Fear & Greed at 39. If you think altcoin season is dead, you're reading the wrong signals. Here's what the data actually says about what comes next.





