ChainCatcher reports that since the outbreak of war in the Middle East, the US stock market has turned the tide for international investors and has performed comfortably better than the global markets this week. Traders point out that the United States' energy independence and the dollar's status as a safe-haven asset are key factors. Adam Hetts, Head of Multi-Asset Global at Janus Henderson, stated that stocks outside the US are more sensitive to geopolitical risks and oil price fluctuations, and the longer the conflict lasts, the greater the room for US stocks to outperform other markets.

BlockBeats News, March 5th, according to sources, the Governor of the Polish Central Bank proposed a plan to raise up to 48 billion zloty (approximately $13 billion) by selling gold reserves to fund defense expenditures, a plan supported by the Polish President. Governor Adam Glapinski outlined the proposal during a meeting with the President on Wednesday. (Jin10)

Odaily Planet Daily reports that Greeks.live macro researcher Adam posted on the X platform stating that although Bitcoin's price hit a new rebound high today, the implied volatility (IV) of major-term options and expiry options did not increase; instead, it decreased compared to when Bitcoin broke through $70,000. Over the past week, VRP has dropped significantly, declining nearly 20% across all maturities. This divergence generally indicates that institutions believe the rebound has come to an end and momentum is waning.

Bitcoin core figure Adam Back pointed out at the Miami industry conference that Bitcoin price corrections are a normal part of market cycles, reflecting historical price trends rather than a deterioration of fundamentals. Retail and institutional investors have different holding characteristics, and institutional patience may reduce market volatility. Currently, Bitcoin's market capitalization is still below gold, and long-term growth potential remains significant. Blockstream intends to expand Bitcoin reserves, indicating a bullish trend among institutions.

Bitcoin Standard Treasury Company (BSTR) is actively pursuing an IPO, with shareholder approval expected as early as April. The plan is to hold 30,000 Bitcoins. Founder Adam Back believes that a weakening Bitcoin price could be beneficial for BSTR's listing, allowing for additional Bitcoin acquisitions at lower prices.

The BIP-110 proposal has sparked controversy within the Bitcoin community, with several well-known figures such as Wang Chun, Jameson Lopp, and Adam Back publicly opposing it, arguing that the proposal could threaten Bitcoin's core features and value. The proposal aims to address the issue of block space being occupied by limiting the size of non-monetary data in transactions through a soft fork.

BlockBeats News, February 17 — OpenSea announced that it will hold an online live event on March 30, during which it will unveil its latest product developments and future plans. The company also stated that this event will mark the "next chapter" for OpenSea. Regarding community speculation about the TGE timing, OpenSea CMO Adam Hollander said on Discord that there have been no changes since the last official statement, and currently no additional information can be disclosed.

Odaily Planet Daily reports that Greeks.live macro researcher Adam posted on the X platform stating that put options still dominate the market. Today, over $1 billion worth of BTC bulk put options were traded, accounting for 37%, primarily out-of-the-money options between $60,000 and $65,000. Regarding expiration dates, the main focus is on medium-term options for the next month and March, indicating that institutions hold a negative outlook on medium to long-term trends. In the next one to two months, bearish market expectations are strong.

Greeks.live macro researcher Adam pointed out that the crypto market is stabilizing, but the decline in volatility forecasts is too rapid, and actual volatility remains high. Institutions are overly optimistic about the market and may face risks. Historically, this situation usually indicates that the market bottom has not yet arrived.

Greeks.live macro researcher Adam pointed out that Bitcoin has fallen below $70,000, with market support remaining strong. Options data show that institutional hedging demand is rising, and implied volatility has increased significantly. Although the market is bearish, there are also bottom-fishing behaviors. The current situation is not conducive to further rapid declines, and the possibility of a rebound has increased.