News

1. "1011 Insider Whale" states that the crypto market is still in a range-bound phase; 2. The Korean stock market plunged, triggering the circuit breaker mechanism; 3. Trump: The US military has sufficient and high-quality ammunition, can "fight forever and win beautifully"; 4. The risk of trading bans on Kalshi and Polymarket is rising in Nevada; 5. Ronin co-founder announced that adjustments to the Ronin economic model will eliminate passive staking rewards and shift to token-weighted governance; 6. Bitcoin treasury company EmperyDigital stated that it will not immediately liquidate all bitcoin assets at this stage; 7. Polymarket's trading fee income in February is approaching 5 millions USD; 8. Bitcoin spot ETF saw a total net inflow of 458 millions USD yesterday, with none of the twelve ETFs experiencing net outflows; 9. Ethereum spot ETF saw a total net inflow of 38.6912 millions USD yesterday, with none of the nine ETFs experiencing net outflows;

格隆汇 March 3｜Morgan Stanley's research report indicates that conflicts in the Middle East have affected the navigability of the Strait of Hormuz. The bank cites Clarkson's estimates, stating that currently 7% of the crude oil tanker fleet capacity, 5% of liquefied petroleum gas ships, 4% of product oil tankers, 2% of container ships, 2% of bulk carriers, and 2% of liquefied natural gas fleet capacity are located within the Persian Gulf. The bank maintains a constructive outlook on tanker shipping, believing that the current reduction in compliant vessel supply has a positive impact on the industry. Additionally, increased production by oil-producing countries is driving up freight volumes, which is also beneficial for the sector, and the bargaining power of major operators is unprecedentedly strong. Regarding container shipping, the bank believes that the current geopolitical tensions have limited impact on supply and demand. Rising oil prices will have a negative impact on container shipping due to increased cost pressures. Although short-term market sentiment is positive, the bank still expects the industry to enter a downward cycle due to oversupply and recommends reducing holdings when stock prices rise. As for the aviation sector, Chinese airlines have not hedged fuel prices, and surging oil prices are a negative factor for airlines. However, if oil prices fall back to normal levels after a short-term spike, the upward cycle will continue. The bank maintains a constructive outlook on the industry.

BlockBeats News, March 3rd, according to lookonchain monitoring, the thomasg.eth address sold 10,000 ETH at an average price of $1,995 in the last 30 minutes (approximately $19.95 million) to repay its debt on Aave.