Oracle and OpenAI have decided to abandon their plans to expand a major AI data center in Texas. Bloomberg posted on X, indicating that the decision was influenced by prolonged negotiations over financing and evolving requirements from OpenAI. The companies had initially aimed to enhance their capabilities in the region, but shifting priorities led to the cancellation of the project. The move reflects the dynamic nature of the AI industry, where rapid changes in technology and business strategies can impact long-term plans.

The Long View, institutional investor, posted on X that Iran's ammunition supplies appear to be depleting as ongoing conflicts continue. This development has led to significant fluctuations in prices this week. As the situation evolves, probabilities and prices are shifting, prompting adjustments in positions.

The Long View, institutional investor, posted on X. Current market conditions suggest a disconnect between perceived risks and actual developments. The VIX index recently approached 30, while oil prices surged to around $90 per barrel, indicating significant market apprehension. However, recent geopolitical developments may alleviate some concerns. Iran's missile and drone capabilities have reportedly diminished by approximately 90%, and its naval forces have suffered substantial losses. Additionally, China has urged Iran to de-escalate tensions, while the U.S. Navy is actively working to ensure safe passage in the region. These factors suggest that a worst-case scenario, such as the complete closure of the Strait of Hormuz, is becoming less likely. In the event of short-term disruptions, floating storage options are expected to mitigate immediate supply concerns. As a result, the market may be overestimating the potential for prolonged instability in the region.

이슬람 메미쉬는 최근 분석에서 비트코인과 암호화폐의 하락세를 평가하며 세계가 디지털 화폐로 전환될 것이라고 예측했습니다. 계속 읽어보세요: 이슬람 메미쉬는 비트코인과 암호화폐에 대해 “전 세계적으로 인플레이션이 폭발적으로 증가할 것이며, 거대한 변화의 시대가 도래할 것”이라는 놀라운 발언을 했습니다 source: https://kr.bitcoinsistemi.com/islam-memis-made-striking-statements-about-bitcoin-and-cryptocurrencies-inflation-will-explode-worldwide-a-great-reset-is-coming/

In his latest analysis, İslam Memiş assessed the decline in Bitcoin and cryptocurrencies, predicting that the world will transition to digital currencies. Continue Reading: Islam Memis Makes Bold Statements About Bitcoin and Cryptocurrencies: “Inflation Will Explode Worldwide, a Major Reset Is Coming” source: https://en.bitcoinsistemi.com/islam-memis-makes-bold-statements-about-bitcoin-and-cryptocurrencies-inflation-will-explode-worldwid/

Kraken's xStocks platform has unveiled xChange, an onchain trading engine designed for over 70 tokenized equities on Ethereum and Solana. According to NS3.AI, these tokenized shares are backed 1:1 by underlying stocks held in custody, ensuring that their prices closely follow public market prices. Since its launch in June, xStocks has facilitated approximately $25 billion in total trading volume.

As geopolitical tensions rise and global markets encounter new uncertainties, Bitcoin has demonstrated unexpected stability. According to Cointelegraph, while the Middle East faces deepening conflict and energy markets react to potential supply disruptions, Bitcoin has maintained its position relatively well compared to many traditional assets. This resilience prompts some observers to question whether Bitcoin is signaling something about the macroeconomic environment that markets have yet to fully recognize. Arthur Hayes, co-founder of Maelstrom, recently shared his insights on the forces influencing the global economy and why the coming months could be crucial for financial markets. On the geopolitical front, Hayes suggests that investors might be underestimating the risks if the current conflict between the U.S. and Iran expands or prolongs. He notes that disruptions in energy flows could lead to ripple effects throughout the global economy, manifesting as higher oil prices, inflationary pressures, and increased market volatility. Simultaneously, Hayes points to another significant disruption unfolding beneath the surface: artificial intelligence. He argues that AI could rapidly transform the labor market by replacing a substantial portion of knowledge workers, including lawyers, bankers, accountants, and analysts. If this transition occurs swiftly, it could result in widespread credit stress as households struggle to manage existing debt. Hayes ultimately believes that the global financial system typically responds to crises with liquidity measures, describing Bitcoin as a "liquidity smoke alarm."

U.S. consumer credit increased by $8.05 billion in January, falling short of the expected $12 billion. According to Jin10, the previous month's figure was revised from $24.045 billion to $25.2 billion. This slowdown in credit growth may indicate a cautious approach by consumers amid economic uncertainties. The revised data suggests a more significant expansion in December than initially reported, highlighting fluctuations in consumer borrowing patterns.

Profit-taking by short-term Bitcoin traders accelerated the BTC drop below $70,000, but spot and futures traders may kickstart a quick recovery. source: https://cointelegraph.com/news/bitcoin-price-falls-under-dollar70k-again-three-key-reasons?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound

OKB's market participants should be cautious now. source: https://ambcrypto.com/heres-how-okbs-latest-26-rally-could-trap-late-buyers-near-the-price-top/

Crypto Market, Cryptocurrency, Four Wars, One Logic: How Capital Reshapes Asset Prices in Conflict. Golden Finance: War leaves the world in ruins, but capital only focuses on prices.

Jinse Finance launches the "Jinse Web3.0 Daily," providing you with the latest and fastest news on MEME, DeFi, DAO, NFT, and the metaverse industry.

If 2021-2024 was the "L2 outsourcing era," then this year marks the beginning of Ethereum's "return to sovereignty."

探析美伊冲突对全球地缘格局与大类资产的影响，并寻找远未在当前价格中得到充分定价的“预期差”。

Will the future dollar-based financial system be dominated by banks, or will it be jointly constituted by new digital financial institutions?

OpenClaw may not be the final product; it has security vulnerabilities, high token costs, and an uncertain business model. But it has at least accomplished one crucial thing: it has shown the world the potential of AI agents.

On March 4, as the situation in the Middle East deteriorated sharply, global financial markets instantly entered a "wartime state." For global investors, this was a trading day that will go down in history.

On March 5, 2026, a significant event occurred on Wall Street.

Kraken, Kraken Acquires Federal Reserve Master Account: Crypto Industry Moving from "Outsider" to "Core Player" (Jinse Finance)

In February 2026, Palo Alto Networks issued a security warning, pointing out that OpenClaw poses a serious prompt injection risk.