Capital Flow

Amid military strikes by the United States and Israel against Iran, the US Bitcoin spot ETF attracted a net inflow of $458 million, pushing Bitcoin prices close to $70,000. Institutional investors believe that geopolitical risks are short-term shocks, with market leverage levels declining, and no systemic risk being triggered. The options market also shows a calm atmosphere, reflecting traders' preference for short-term hedging rather than long-term bearishness.

Oobit has announced support for Polygon, allowing users of the network to make stablecoin payments at 150 million merchants who accept Visa. Oobit converts stablecoins into local currency, attracting a wide network of merchants who do not want to be paid in crypto. Stablecoin payments via th

According to ChainCatcher's message and Arkham data, at 19:31, 25 million WLFI (worth approximately 2.65 million USD) was transferred from one anonymous Address (starting with 0xD562...) to another anonymous Address (starting with 0xc704...).

ChainCatcher message: According to Arkham data, at 19:20, 296.74 BTC (worth approximately $10.78 million) was transferred from an anonymous address (starting with bc1qzd9n...) to Wintermute.

Key Insights: Shiba Inu recorded a 337 billion token exchange outflow in 24 hours, tightening supply across trading platforms significantly. Despite shrinking exchange reserves, SHIB price remains below major moving averages, reflecting sustained bearish market control and weak recovery

ChainCatcher reports that, according to Arkham data, at 18:14, 25 million WLFI (worth approximately $2.682 million) was transferred from an anonymous address (starting with 0x0038...) to another anonymous address (starting with 0xC2Eb...). Subsequently, this address transferred 25 million WLFI to another anonymous address (starting with 0x070a...).

Financial markets are experiencing turbulence following attacks on oil and gas infrastructure in the Persian Gulf, but institutional investors are showing early signs of returning to crypto DailyCoin reported yesterday about renewed capital interest in Ethereum (ETH) and Bitcoin (BTC) ETFs,

ChainCatcher reports that, according to Arkham data, at 18:05, 62.14 BTC (worth approximately 3.5771 million USD) was transferred from multiple anonymous addresses to Cumberland.

Between 18:04 and 18:07, Arkham data reports show three WLFI transfers totaling 72.6 million tokens (approximately $7.79 million), all from anonymous addresses.

Bitmine Immersion Technologies increased its holdings by 51,162 ETH last week, bringing the total to 4.42 million ETH, valued at approximately $8.7 billion, making it the publicly traded company with the largest ETH holdings. Despite market difficulties, Chairman Tom Lee believes the fundamentals of ETH are strong and points out three major positive factors. 68.7% of the company's ETH has been staked, which is expected to generate significant passive income.

From 08:30 to 08:45 on March 4, 2026 (UTC), ETH recorded a +1.23% return within a 15-minute candlestick, with a price range of 2005.33 - 2030.77 USDT and an amplitude of 1.27%. Market attention during this period significantly increased, short-term volatility intensified, trading volume expanded accordingly, indicating a rapid rise in investor sentiment. The main driver of this movement was the concentrated inflow of institutional funds. ETH-related ETFs saw a single-day net inflow of up to $157 million, reaching a two-month high. At the same time,

Despite ongoing geopolitical uncertainties, the cryptocurrency market has demonstrated remarkable resilience, with Bitcoin breaking through $69,000 today (4) and approaching the $70,000 mark again. Market analysis indicates that this rally is less about investors' "bullish confidence" returning and more about a technical rebound driven by "short covering." Crypto market maker Enflux pointed out that the market has neither fully priced in the disaster nor placed optimistic bets on a resolution. Last weekend, shorts capitalized on news of Middle Eastern military conflicts, causing Bitcoin to drop to $63,000. However, once the market realized that the situation was not escalating into a full-scale regional war affecting global trade routes, the long-suppressed short positions were quickly hunted down, triggering a short squeeze. Enflux described in its report that the reaction speed of crypto assets to geopolitical shocks far exceeds that of traditional assets: When gunfire erupts or sanctions are imposed

MARA Holdings revised its policy to allow sales of existing Bitcoin reserves starting in 2026, while also reporting significant losses from trading and lending despite earning $32.1 million in interest. The company retains 53,822 BTC, having adjusted its strategy to enhance treasury flexibility amid market volatility.

Ethereum (ETH) has recently remained around $2,000, and ETH withdrawals have hit a new high in the past month as major investors transfer assets to private wallets. ETH reserves have fallen to early-year levels. Co-founder Vitalik Buterin has suggested building an "shelter technology" ecosystem to address geopolitical instability. Investors are adjusting their medium- to long-term asset allocations, and prices remain stable.

Power Protocol's POWER token plummeted over 90% in the past 24 hours, dropping from $2.46 to $0.18, erasing this year's gains. The decline was influenced by the suspension of Ronin Bridge trading and upcoming token unlocks, leading to bearish market sentiment with 64% of users holding a negative outlook. Investors should be cautious of liquidity and market risks.

From 07:45 to 08:00 (UTC) on March 4, 2026, BTC prices experienced rapid short-term fluctuations, with a return of +0.77%. The price range was between 68,885.0 and 69,655.7 USDT, with an amplitude of 1.12%. This volatility was accompanied by increased spot trading volume, attracting market attention and intensifying fluctuations. The main driver of this movement was the continuous net inflow of funds into the US spot Bitcoin ETF, with daily inflows reaching $458 million. Institutional large investors concentrated their purchases, pushing BTC to a strong short-term rebound. ETF funds were directly invested in long positions, reflecting the market sentiment.

During the Bitcoin price correction, spot Bitcoin ETFs attracted approximately $1.5 billion in capital inflows, serving as market support. Interest from traditional investors in ETFs has increased, breaking the notion that young investors dominate. The influence of institutional funds has expanded, with the total value of Bitcoin ETFs held exceeding $107 billion, indicating a strengthened willingness for long-term allocation.

Recently, tensions in the Middle East have led to significant shifts in capital flow in the cryptocurrency market, becoming an alternative channel for capital transfer and price discovery. Capital outflows from Iranian exchanges and 24-hour crypto markets reflect their key role in the global financial landscape and demonstrate the importance of crypto assets in hedging demand and financial reform.

Global geopolitical uncertainties have caused significant fluctuations in the prices of gold and silver. The current price of gold is $5153.2, with notable volatility; the current price of silver is $85.42. Data shows increased activity in related contract markets, accelerating the deployment of metal trading opportunities. The Gate platform offers 24/7 metal contract trading, enhancing strategic flexibility and management efficiency.