Odaily News On March 2, the situation in the Middle East continued to escalate. Regarding casualties, Iran's Supreme Leader Khamenei and former President Ahmadinejad were killed in an attack. The Iranian presidential office stated that President Ebrahim Raisi is safe. Trump claimed that 48 members of the Iranian leadership were killed and that three U.S. military personnel lost their lives; Iran stated the attack resulted in 560 U.S. military casualties.
The U.S. side claimed to have destroyed the headquarters of Iran's Islamic Revolutionary Guard Corps (IRGC), striking over 1,000 targets, and utilized B-2 bombers to attack missile facilities. Iran stated it had launched multiple rounds of strikes against U.S. and Israeli targets and appointed Ahmad Vahidi as the new commander-in-chief of the IRGC. Israel claimed to have eliminated several senior Iranian leaders and intensified its strikes. The UK, France, and Germany issued a joint statement concerning defensive action arrangements. Shipping and financial markets in multiple countries were affected. (Jin10)
Odaily News Vitalik posted on social media outlining the execution layer roadmap, with key adjustments focusing on the state tree and the virtual machine. Regarding the state tree, he supports upgrading the current hexary Merkle-Patricia tree to a binary tree structure based on more efficient hash functions via EIP-7864, aiming to shorten Merkle branch lengths and reduce verification bandwidth costs. Hash functions like Blake3 or the Poseidon family could be used. The binary tree scheme will also group storage slots into pages to lower the cost of accessing adjacent storage and reserve metadata bits for future state expiration functionality.
Regarding the virtual machine, Vitalik Buterin proposed the long-term direction of replacing the EVM, potentially adopting a RISC-V architecture. The new virtual machine needs to improve execution efficiency and proof efficiency, support client-side generation of ZK proofs, and simplify code implementation. The deployment path includes first replacing precompiled contracts, then supporting the deployment of new virtual machine contracts, and ultimately achieving backward compatibility while gradually replacing the EVM.
Odaily News Anthropic is reported to have launched a prompt tool for exporting ChatGPT memory data, helping users migrate historical memory information to its own model, Claude.
Public information indicates that users can export their memory data from OpenAI's ChatGPT by copying and pasting specific prompts, and then import it into Claude. Related discussions suggest this feature touches upon the user stickiness formed by ChatGPT's reliance on its memory mechanism.
The report also mentions that Anthropic was previously restricted from use by systems related to the U.S. Department of Defense, but the company's visibility has recently increased, topping some application charts. Currently, the compliance of this tool and the response from relevant platforms remain unclear.
Odaily News: EmperyDigital, a U.S.-listed Bitcoin treasury company holding 3,723 BTC, is embroiled in a shareholder dispute. Tice P. Brown, the third-largest shareholder with a 10.3% stake, has publicly demanded the resignation of co-CEO Ryan Lane and the board of directors. Brown also advocates for the sale of all the company's Bitcoin assets and the return of the cash proceeds to shareholders.
Tice P. Brown has accused management of governance failures, alleging that the company allowed employees to engage in large-scale intraday trading of Bitcoin derivatives. The company has denied these allegations, stating that selling all Bitcoin assets would harm its long-term strategic value. (CoinDesk)
Odaily News SlovakBitcoin developer and RustBitcoin library maintainer Martin Habovštiak has released a proof-of-concept that writes a 66kB TIFF image file to the Bitcoin blockchain in a single transaction without using OP_RETURN, Taproot, or OP_IF. The transaction is publicly verifiable on-chain and can be decoded into a complete image file.
This experiment is seen as a direct challenge to the "anti-spam" soft fork proposal BIP-110, championed by Luke Dashjr. BIP-110, formerly known as BIP-444, aims to limit the scale of on-chain data inscription. Some supporters of the proposal believe such data storage behaviors deviate from Bitcoin's core positioning as "money." (The Block)
Odaily News According to news, Michael Saylor, founder of the Bitcoin treasury company MicroStrategy, has once again released information related to the Bitcoin Tracker. Based on previous patterns, MicroStrategy typically discloses its Bitcoin accumulation information on the day following the release of such related news.
Odaily News ANZ Bank analyst Soni Kumari stated that gold will initially react positively tomorrow, however, as the situation develops, some intraday pullbacks may occur. But our overall view remains unchanged; we are still bullish on gold. The geopolitical landscape this year is very different, with tensions being more intense. There may also be macro impacts following this Iranian attack, especially if oil prices rise significantly. (Jin10)
Odaily News As Iran launched missiles at US military bases in Gulf cities, airlines suspended flights, and oil tankers carrying oil and other products halted transit through the Strait of Hormuz, the situation has become more chaotic. Rong Ren Goh, Portfolio Manager at the Fixed Income team of Eastspring Investments, stated that tail risks in the Middle East have increased. The market will repricing, shifting from a geopolitical shock to a regime risk shock and a prolonged conflict, rather than just retaliatory actions, unless Iran expresses willingness to negotiate. Analysts believe a greater risk lies in market complacency. The market has been assuming the conflict's impact will be limited and has been dismissive of comparing this conflict to the 1979 Iranian regime change. Barclays analysts said history strongly suggests not to chase rallies when conflict breaks out, but rather to "sell the news." However, the concerning part is that investors have now become accustomed to the "sell the news" mentality and may underestimate the risk of the situation spiraling out of control. It is advised not to immediately buy any dips. If the stock market correction is sufficiently large, such as the S&P 500 falling more than 10%, then a buying opportunity may emerge. But not yet. (Jin10)
According to Ole Hansen, Head of Commodity Strategy at Saxo Bank, there is no doubt that the US-Israel military action against Iran is a concerning escalation that will prompt investors to flock to precious metals and the energy sector. No one can predict the exact magnitude of the impact, but given last week's momentum, I wouldn't be surprised if gold hits a new all-time high. (Jin10)
Odaily News Tim Waterer, Chief Market Analyst at KCM Trade, stated that demand for gold may be higher than usual when markets open on Monday. Considering risks such as how long the conflict might last, which other countries could become involved, and inflation concerns, gold is expected to reassume its role as the preferred safe-haven asset. Stock markets and other risk assets may face selling pressure, as investors seek the best place to park their funds, and gold is likely to top that list. (Jin10)
Odaily News: Iranian Foreign Minister announced that a new Supreme Leader could be chosen within one or two days, and a regime change is impossible. Iran has no intention of closing the Strait of Hormuz at this stage, nor does it plan to disrupt navigation there. (Jin10)
Odaily News According to Onchain Lens monitoring, a wallet created 7 months ago withdrew 384 PAXG from Binance, worth $2.07 million.
Odaily News On the afternoon of March 1 local time, the Public Relations Department of the Islamic Revolutionary Guard Corps of Iran issued Announcement No. 7. The announcement stated that the US Navy's aircraft carrier "USS Abraham Lincoln" was attacked by four ballistic missiles from Iran. (Jin10)
Odaily News According to on-chain data platform Arkham Intelligence, SpaceX currently holds approximately 8,285 Bitcoin in its Coinbase Prime custody account, valued at around $545 million at the latest price. This represents a decrease of approximately $235 million from the valuation of about $780 million three months ago. The company has not reduced its holdings during this period. SpaceX is planning to submit a confidential IPO application to the U.S. Securities and Exchange Commission (SEC) as early as March, aiming to go public in June with a potential valuation exceeding $1.75 trillion and a fundraising scale of up to $50 billion. If successful, this would surpass the $29 billion IPO record set by Saudi Aramco in 2019. Data shows that the company's Bitcoin holdings have remained relatively stable at around 8,300 BTC since early 2026. However, due to the pullback in BTC price, the book value has experienced significant fluctuations. At the end of 2021, its BTC holdings peaked at nearly $2 billion, then declined during the 2022 bear market, and have fluctuated between $400 million and $800 million over the past two years.
Market observers point out that once the S-1 filing is submitted, SpaceX will need to disclose its exposure to related crypto assets. Future financial reports may also reflect the risk of paper gains and losses caused by Bitcoin price volatility. Tesla has previously drawn market attention multiple times due to similar paper value fluctuations. However, on-chain data does not indicate any active trading behavior by SpaceX. Compared to Tesla, which has engaged in buying and selling operations, SpaceX appears to favor a long-term holding strategy. (CoinDesk)
Odaily News As regulators intensify their crackdown on illicit crypto-related fund flows, Tether has frozen $4.2 billion worth of USDT over the past three years. (Cointelegraph)
