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BlockBeats News, March 2nd, Arthur Hayes' latest article titled "iOS Warfare" was published, taking advantage of the US's escalation of military action against Iran to analyze the potential interplay between war, Federal Reserve policy, and the crypto market. Hayes pointed out that since the Gulf War in 1990 and the "War on Terror" in 2001, whenever the US launched or escalated military actions in the Middle East, the Federal Reserve often responded in the subsequent stages by cutting interest rates or providing liquidity to offset the economic impact. He believes that if the Trump administration continues to escalate the Iran issue, fiscal pressure and financial market volatility could provide a "political cover" for the Federal Reserve to further lower interest rates or restart an easing policy. Hayes stated that his logic is very simple: the longer the war, the higher the cost, the greater the likelihood of the Federal Reserve loosening monetary policy, and cheaper, more abundant dollar liquidity usually benefits risk assets, including Bitcoin. In terms of trading strategies, he advised investors to "wait for signals," meaning to increase their allocation to Bitcoin and high-risk crypto assets (such as HYPE) only after the Federal Reserve clearly announces a rate cut or initiates a new round of easing.

According to Odaily, 10xResearch stated in the latest issue of WeeklyCryptoKickoff that crypto market positions have been significantly cleared out, funding rates have dropped to lower percentiles, and implied volatility has reset, but overall liquidity remains fragile and structural capital inflows are limited. The report mentioned that the US 10-year Treasury yield has fallen below 4%, ETF capital flows briefly turned to net inflows, and options traders are building two-way exposures around key events in March. The content covers bitcoin and ethereum derivatives positions, volatility trends, capital dynamics, market sentiment, ETF and stablecoin capital flows, as well as expected trading ranges and related market catalysts for the next 1 to 2 weeks.

Glonghui March 2｜Japanese stock markets declined as attacks by the United States and Israel on Iran undermined investor confidence and led to a rise in oil prices. Export-oriented companies such as automobile manufacturers and electronics makers were among the main contributors to the decline, while bank stocks also performed weakly. In contrast, shares of oil producers and shipping companies rose. On Monday, the stock market may generally come under pressure as investors flee risk assets. Industries sensitive to oil prices, such as rubber manufacturers and automobile makers, may be hit the hardest. The vice president of Pasol Research Institute stated that the Japanese stock market is particularly vulnerable because the country is "highly dependent on crude oil supplies from the Middle East." Due to rising oil prices, transportation industries such as airlines, shipping, and land transport may face sales pressure, while defensive stocks may provide some support.