🇺🇸⚠️ BitMEX co-founder Arthur Hayes stated that prolonged U.S. involvement in Iran-related military operations will increase fiscal costs, raising the likelihood of Federal Reserve rate cuts or monetary expansion. This historical pattern from past Middle East conflicts suggests that rising U.S. fiscal spending often leads to shifts in monetary policy, potentially supporting prices of Bitcoin and other risk assets. link
🇺🇸🏆 On March 2 (ET), U.S. spot Bitcoin ETFs recorded total net inflows of $458 million, with none of the 12 ETFs posting net outflows.
Spot Ethereum ETFs saw total net inflows of $38.69 million, with none of the nine ETFs recording net outflows.
XRP spot ETFs posted total net inflows of $6.97 million for the day. link
Spot Ethereum ETFs saw total net inflows of $38.69 million, with none of the nine ETFs recording net outflows.
XRP spot ETFs posted total net inflows of $6.97 million for the day. link
🕵️ Bitcoin miner Core Scientific (NASDAQ: CORZ) plans to sell nearly all of its 2,500 BTC holdings in Q1 2026 to enhance liquidity and finance capital expenditures related to its AI colocation expansion. The company indicated in its annual report that most sales are expected in the first quarter, depending on market conditions and liquidity requirements. As of December 31, 2025, Core Scientific held 2,537 BTC. link
🕵️ According to GMGN, a Solana-based meme token named SANAE TOKEN briefly reached a $27.72 million market cap before falling to $6.8 million. The top 10 addresses hold 42.59% of the supply. Sanae Takaichi stated on X that she had no knowledge of the token and had not approved it. link
🧑💻 Marc Zeller's ACI to Leave Aave in July Amid Growing Governance Tensions: The Block
📊🤔 Wintermute noted that the US-Israel strike on Iran drove $BTC down to $63K before rebounding to $67K, and $ETH to $1,910. The Strait of Hormuz remains closed, leading to surges in oil and gold, while equities fell and the VIX hit 2026 highs. #ETF inflows topped $1B, but institutional activity remains quiet. A short conflict may allow for a rebound; however, a prolonged closure could raise inflation and delay Fed cuts, putting pressure on risk and crypto assets.