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PANews March 2, according to Golden Ten Data, last weekend, as global traditional financial markets were closed, a large amount of capital flowed into prediction markets such as Polymarket and Kalshi, as well as decentralized exchanges like Hyperliquid. Investors attempted to use these platforms to hedge risks or speculate on the follow-up impact of the US and Israel's attacks on Iran. However, this capital frenzy quickly turned into a public opinion storm. On Saturday, a large number of doubts began to surface on social platform X, accusing some insiders of profiting massively in the prediction markets by using advance knowledge of military strikes. In response to the criticism, a White House spokesperson argued to the media that "the only special interest guiding the Trump administration's decisions is the best interest of the American people." In fact, crackdowns on insider betting related to international conflicts have already begun in some regions around the world. Facing the accusations, Kalshi CEO Tarek Mansour defended by stating that all fees generated from user participation in the aforementioned controversial markets would be refunded, and positions established before Khamenei's death would be forcibly settled at the last trading price. However, this "forced liquidation" decision did not quell the storm; instead, many users complained on social platforms that they had been set up by the platform.

BlockBeats News, March 2, as the conflict between the US and Iran escalates and traditional financial markets close for the weekend, the crypto derivatives platform Hyperliquid has become a core venue for investors to hedge commodity risks. According to Bloomberg, around the outbreak of the conflict on February 28, a large number of crypto traders flocked to Hyperliquid to trade perpetual contracts linked to crude oil, gold, and other commodities in response to geopolitical shocks. Since perpetual contracts have no expiration date and support 24/7 continuous trading, they have become the only real-time hedging tool available when traditional markets are closed. Previously, investment executive Avi Felman predicted, "Hyperliquid will become indispensable for fund managers because it never stops trading, 24/7." This prediction has been validated in the current Middle East crisis—when global mainstream commodity and forex markets are closed, the crypto futures market takes on the role of price discovery and risk hedging. Analysts believe that such "wartime liquidity tests" are strengthening the role of the crypto derivatives market within the global macro risk system.

Energy consultancy Wood Mackenzie expert Alan Gelder stated that OPEC+'s decision to agree on a higher-than-expected production increase after the US and Israel attacked Iran is not surprising. He pointed out that there is a high degree of uncertainty in US-Iran tensions, and currently, the "unsanctioned crude oil market supply is tight." However, Gelder warned that if tanker transport cannot resume through the Strait of Hormuz, OPEC+'s decision to increase production may become ineffective. Although Middle Eastern oil-producing countries have alternative export routes, such as Saudi Arabia's East-West pipeline and Iraq's supply via the Mediterranean, these solutions cannot fully compensate for the losses caused by an export interruption through the Strait of Hormuz.