Important news from last night and this morning (March 2nd - March 3rd)

Binance Wallet may open up skills to AI Agents

According to a post by Binance team member Jackson.ll, Binance Wallet may open up its skills to AI Agents. Jackson.ll wrote on the X platform: "After building so much data and trading infrastructure, shouldn't Binance Wallet also open up its skills to Agents?" The post received a thumbs-up from Changpeng Zhao.

Empery Digital officially responded to its major shareholder's liquidation proposal: It will not liquidate its Bitcoin assets.

According to Businesswire, Empery Digital, a Nasdaq-listed Bitcoin treasury company, has issued a formal statement in response to a major shareholder's demand to sell all of its Bitcoin and return cash to shareholders. The statement clarified that despite the company's stock price consistently trading below NAV, management has always prioritized shareholder interests and implemented a share buyback program. It also stated that major shareholder Tice P. Brown had previously made false and malicious personal attacks against management, and clarified that ATG Capital had not communicated with any of the company's directors or executives.

Seven hours ago, Huang Licheng deposited another 250,000 USDC into HyperLiquid and increased his long position in ETH.

According to Onchain Lens monitoring, seven hours ago, "Brother Machi" Huang Licheng deposited another 250,000 USDC into HyperLiquid and increased his ETH long position by 25 times. Over the past six months, Brother Machi has lost approximately $74.08 million, turning a profit of over $44.8 million into a loss of over $29.23 million.

Analysis: BSC predicts a severe market downturn, with daily trading volume and open interest declining sharply.

PANews reported on March 3 that researcher defioasis.eth published an analysis on the X platform stating that the BSC prediction market has suffered a severe blow: daily trading volume has plummeted by nearly 60%, from over $94 million to $38.3 million between March 1st and 2nd. Probable saw the largest decline, dropping from $58.8 million to $10.02 million. Furthermore, there has been a continuous and significant net outflow of open interest: over the past three days, open interest has seen substantial net outflows totaling over $94.6 million, with Opinion experiencing the largest decline, with a net outflow exceeding $86.5 million. The overall open interest in the BSC prediction market has fallen to slightly above $57 million, with Opinion accounting for approximately 70% of the total.

IoTeX launched a claims portal, clarifying that claims funds did not come from the sale of IOTX tokens.

Following a suspected private key breach and subsequent hacking attack, IoTeX released another update on the security incident, announcing the official launch of its claims portal. Users affected by the attack can now submit claims, and all affected users will receive compensation. IoTeX stated that users with affected assets totaling no more than $10,000 will be compensated in stablecoins, covering over 90% of affected users. Users with affected assets exceeding $10,000 will receive full compensation in installments and additional rewards. IoTeX also clarified that the compensation funds do not come from the sale of IOTX tokens, but rather from the foundation's treasury (Bitcoin + stablecoins). Fund tracing and law enforcement efforts are ongoing, and all recovered stolen assets will be used directly for compensation.

Data: Within minutes of the first US-Israeli airstrikes on Iran, Nobitex saw a 700% surge in cryptocurrency outflows.

According to Elliptic's monitoring and analysis, within minutes of the first US-Israeli airstrikes against Iran, cryptocurrency outflows from the Iranian exchange Nobitex surged by 700%. Since January, the exchange has experienced multiple surges in outflows following new US sanctions and nationwide internet disruptions after large-scale demonstrations. Elliptic points out that these flows reflect the movement of capital flowing out of Iran's banking system through digital assets. While this activity demonstrates how funds can bypass traditional channels, it also highlights the inherent transparency of blockchain technology.

Spot gold rose 1% on the day, currently trading at $5378.14 per ounce.

According to Bybit, spot gold rose 1% on the day, currently trading at $5378.14 per ounce.

Tom Lee: Stock market expected to rise in March, with BTC and ETH leading the gains.

Tom Lee, chairman of Ethereum treasury BitMine, wrote: "We understand that war news will make investors nervous, but we expect the stock market to rise in March, led by MAG7, the software sector (IGV), and cryptocurrencies (BTC, ETH). BitMine continues to buy ETH steadily every week."

The Bitcoin network has produced its first block supporting BIP-110, sparking debate over restrictions on the use of on-chain data.

According to CoinDesk, the Bitcoin network saw its first block supporting the BIP-110 proposal this week, mined by the Ocean mining pool. This proposal aims to limit arbitrary non-financial data in blockchain transactions for approximately one year through a temporary soft fork. Supporters argue that this can curb "junk" data that occupies block space, protect Bitcoin's role as a robust monetary infrastructure, and reduce the burden on node operators. The proposal has sparked intense debate within the community. Critics, including Blockstream CEO Adam Back, warn that consensus layer intervention could damage Bitcoin's credibility, leading to discriminatory transactions and violating the principle of transaction capacity neutrality. He also questions the proposal's actual support, stating that it could increase the risk of a blockchain split.

PayPay, which holds a 40% stake in Binance Japan, plans to list on Nasdaq and aims to raise up to $1.1 billion.

According to CoinDesk, PayPay, Japan's largest cashless payment provider backed by SoftBank, is seeking to raise up to $1.1 billion in its Nasdaq IPO, potentially valuing the company at over $10 billion. PayPay plans to offer 55 million American Depositary Shares (ADSs) at $17 to $20 per share, under the ticker symbol "PAYP". The offering was originally scheduled to launch on Monday but was postponed due to global market turmoil triggered by the Middle East conflict over the weekend. PayPay currently boasts over 70 million registered users and dominates the Japanese smartphone payment market.

US Senate housing bill includes provisions banning central bank digital currencies.

According to CoinDesk, the U.S. Senate Banking Committee has included a provision in its newly introduced bipartisan housing bill temporarily banning the Federal Reserve from issuing central bank digital currencies (CBDCs). The "21st Century to Housing Act," co-sponsored by Committee Chairman Tim Scott and Senior Member Elizabeth Warren, aims to promote housing construction in the United States by reducing regulatory hurdles. In this 303-page bill, a two-page CBDC ban stipulates that the Federal Reserve Board or the Federal Reserve Banks may not issue or create CBDCs or any digital assets substantially similar to them, directly or through intermediaries such as financial institutions. The ban is valid until December 31, 2030, and includes exceptions for permissionless, private "dollar-denominated" currencies that fully retain the privacy of physical currencies.

Pump.fun mobile app now supports tokens and other non-native assets issued on competing platforms.

According to The Block, Pump.fun, a Solana ecosystem-based Meme token issuance platform, announced that it has added support for tokens issued on competitor platforms and other non-native assets through its mobile app. Users can now trade tokens issued on other Solana-based token issuance platforms such as Raydium and Meteora, as well as wrapped Bitcoin and wrapped Ethereum via Wormhole bridging, and mature tokens such as Gigachad and PENGU. Pump.fun stated that this move aims to reduce transaction friction, allowing users to control on-chain operations without leaving the app.

Vitalik proposed preventing centralized block building through "Big FOCIL" and cryptographic memory pools.

According to The Block, Vitalik Buterin published an article discussing the centralized risks and solutions of Ethereum's "block building pipeline." The upcoming Glamsterdam upgrade plans to introduce a "built-in proposer-builder separation" mechanism, allowing proposers to outsource block building to permissionless marketplaces to prevent staking centralization. However, Buterin points out that ePBS itself could lead to centralized block building, as a few participants capable of optimizing transaction ordering could dominate block building, prompting stakers to join large mining pools associated with them to maximize their returns.

A whale bought 6,114 ETH from OKX and deposited them into Aave V3, worth approximately $12.4 million.

According to Onchain Lens monitoring, two hours ago, a whale bought 6,114 ETH (US$12.4 million) from OKX and deposited them into Aave V3.

Uniswap wins class-action lawsuit over "fraudulent tokens," court rules developers are not liable for third-party misconduct.

According to The Block, U.S. District Judge Katherine Polk Failla for the Southern District of New York dismissed a class-action lawsuit against Uniswap Labs and its founder, Hayden Adams. This ruling ends a long-standing legal attempt to hold DEX developers accountable for "fraudulent tokens" traded on their platforms. The plaintiffs had previously accused Uniswap of being responsible for losses resulting from "rug pulls" and "pump and dump" schemes on its platform. In her ruling, the judge stated that holding the writers of smart contract code accountable for third-party abuse of decentralized platforms is "illogical," and emphasized that merely providing a platform does not equate to substantially aiding and abetting fraud.

Tether has commissioned Deloitte to issue a USAT reserve report.

According to Bloomberg, stablecoin issuer Tether Holdings has received its first signed approval from Deloitte for its report on the reserves of its USAT stablecoin. USAT is a US-regulated, dollar-backed stablecoin launched by Tether to comply with new US regulations. Deloitte reviewed a report submitted by custodian bank Anchorage Digital, which shows that $17.6 million in reserves held by Anchorage Digital Bank back the 17.5 million USAT currently in circulation. This approval from Deloitte marks Tether's return to the US market. Tether CEO Paolo Ardoino previously stated that the Big Four accounting firms had been reluctant to provide services due to reputational risks associated with the regulatory crackdown on the crypto industry during the Biden administration.

Qivalis, an alliance of 12 EU banks, plans to launch a euro stablecoin in the second half of this year.

Qivalis, comprised of 12 EU banks including ING, UniCredit, BNP Paribas, CaixaBank, and BBVA, is in advanced discussions with multiple cryptocurrency exchanges, market makers, and liquidity providers. It plans to launch a MiCA-compliant euro-pegged stablecoin in the second half of this year, with ample liquidity available from its initial launch on regulated platforms. Qivalis states that the stablecoin will be backed 1:1 by at least 40% bank deposits and the remainder by high-quality, short-duration Eurozone sovereign bonds, held in custody by multiple high-rated institutions, and will support 24/7 redemption. The project is currently applying for MiCA authorization from the Dutch Central Bank, aiming to provide the Eurozone with a regulated alternative to dollar-denominated stablecoins and a real-time cross-border corporate payment tool.

Trump: The situation in Iran will become more insecure

On Monday, Trump stated that the U.S. military is "striking hard" at Iran, but the "big wave" is yet to come. Trump said, "I think things are going very well. We have the most powerful military in the world, and we are using it." When asked if the U.S. was doing more than just military strikes to help the Iranian people regain control of their country from the regime, Trump said, "Yes." Trump added, "The situation in Iran is about to become much more insecure. We want everyone to stay home. We haven't even started attacking them yet. The real big wave is yet to come. The big wave is coming soon."

Trump will deliver a speech on Iran at midnight.

US President Trump is expected to speak on Iran at the White House at 11 a.m. Eastern Time (0:00 a.m. Beijing Time).

Nasdaq is venturing into prediction markets, planning to launch binary options on the CSI 100 index.

Nasdaq plans to launch an options contract that allows "yes or no" bets on major stock indices, becoming the latest exchange operator to enter the rapidly growing prediction market. According to a proposed rule change submitted to the U.S. Securities and Exchange Commission, the company hopes to list "binary options" on its flagship Nasdaq 100 and Nasdaq 100 Mini indices. The filing indicates that Nasdaq contracts will be priced between 1 cent and $1, reflecting market perceptions of the likelihood of a particular outcome. This will be Nasdaq's first foray into mirror prediction market products. These so-called "outcome-related options" will allow traders to take binary positions on whether a specific event occurs. Binary options are a simplified version of options contracts where payout depends on the outcome of a "yes or no" proposition. The prediction market industry lists financial contracts covering sports, politics, and popular culture.

ProCap Financial increased its holdings by 450 BTC and accelerated share buybacks to narrow the NAV discount.

According to Business Wire, ProCap Financial (NASDAQ: BRR) announced the purchase of 450 new Bitcoins, bringing its total holdings to 5,457 and further reducing the cost per Bitcoin. In the past 10 days, the company repurchased 782,408 shares of common stock at a price significantly lower than its net asset value (NAV), during which time the discount of BRR's share price relative to NAV narrowed. The company stated that it will continue its aggressive buyback strategy as long as the share price remains significantly below NAV. The company currently has 82,640,367 shares outstanding.

Israeli military: Attacks have begun on Hezbollah targets throughout Lebanon.

The Israeli military has begun attacks on Hezbollah targets throughout Lebanon.

Bitmine increased its ETH holdings by 50,900 last week, bringing its total ETH holdings to 4,473,600.

Bitmine Immersion (BMNR) disclosed that as of March 2, 2026 (UTC+8), its ETH holdings reached 4,473,587 ETH (approximately $8.84 billion at $1,976), with 50,928 ETH newly purchased last week; of which 3,040,483 ETH were staked (approximately $6 billion). The company's total crypto assets + cash + "moonshots" amounted to approximately $9.9 billion, with cash totaling approximately $868 million.

Solana Mobile Launches Solana Mobile Stack, a Modular Integration Solution for Android Hardware Manufacturers

According to PRNewswire, Solana Mobile has announced the launch of its modular integration solution, Solana Mobile Stack, for Android hardware manufacturers. This solution helps OEMs achieve hardware-level differentiation, transforming devices into hardware-level digital asset platforms. Solana Mobile Stack supports storing stablecoins and digital assets via Seed Vault and provides peer-to-peer or cross-border fast transfers through Seeker Wallet. It directly integrates with the Visa, Stripe, and PayPal ecosystem, supporting staking, trading, and app access via the Solana dApp Store. Android hardware manufacturers can participate in each transaction through revenue sharing.

Strategy purchased 3,015 bitcoins last week, bringing its holdings to over 720,000 bitcoins.

Strategy purchased 3,015 BTC for approximately $204.1 million, at an average price of approximately $67,700, between February 23, 2026 and March 1, 2026. As of March 1, 2026, it held a total of 720,737 BTC, with a total cost of approximately $54.77 billion and an average price of approximately $75,985.

Sanae Kaoshi issued a statement regarding "SANAE TOKEN": It is unrelated to them and has not been authorized.

Japanese Prime Minister Sanae Takaichi (@takaichi_sanae) posted that she has learned of a cryptocurrency called "SANAE TOKEN" that has been issued and is being traded, but the name has caused misunderstandings. She and her office have no knowledge of the token, have not been informed of its nature, and have not given any approval or endorsement to it. She reminded the public not to be misled.

Binance Launchpool will launch Opinion (OPN).

Binance announced the launch of its 72nd Launchpool project, Opinion (OPN). Users can mine OPN by locking BNB, USDC, U, and USD1 from March 3rd to March 4th, with a total reward of 20 million OPN tokens, representing 2% of the total supply. The total supply of OPN is 1 billion, with approximately 198.5 million OPN tokens available on Binance initially, representing 19.85% of the total supply. OPN will be available in spot markets on March 5th at 13:00 (UTC) in the following pairs: OPN/USDT, OPN/USDC, OPN/BNB, OPN/U, OPN/USD1, and OPN/TRY. The Seed Tag will be applied. Users in some countries and regions will not be able to participate in the Launchpool.

Türkiye has proposed imposing a 10% income tax on crypto assets and a 0.03% platform transaction tax.

According to Reuters, Turkey's ruling party has submitted a draft tax law to parliament proposing a 10% withholding tax on profits from cryptocurrency transactions on compliant platforms, payable quarterly. Profits from cryptocurrency transactions outside authorized platforms would be subject to annual tax declarations. The draft also proposes a 0.03% transaction tax on cryptocurrency service providers, applicable to sales and transfers they facilitate or directly conduct.

An explosion occurred in the area where the Iranian Ministry of Defense is located.

According to CCTV News, an explosion occurred in the area where the Iranian Ministry of Defense is located at around 2 p.m. local time on the 2nd.

CoinShares: Digital asset investment products saw net inflows of approximately $1 billion last week.

According to CoinShares' latest weekly report, digital asset investment products recorded a net inflow of approximately $1 billion last week, ending five consecutive weeks of net outflows totaling $4 billion. Regionally, the US saw inflows of approximately $957 million, while Canada, Germany, and Switzerland saw inflows of $34.1 million, $31.7 million, and $28.4 million, respectively. By asset class, Bitcoin received approximately $881 million in inflows, but short-Bitcoin products also recorded $3.7 million in inflows, reflecting continued market divergence. Ethereum saw inflows of $117 million, the highest since mid-January, but both Bitcoin and Ethereum are still experiencing net outflows year-to-date.

BlackRock deposited 1,134 BTC, worth approximately $74.95 million, into Coinbase.

According to Onchain Lens, BlackRock deposited 1,134 BTC into Coinbase, worth approximately $74.95 million at current prices.

South Africa introduces new regulations and technologies to track crypto assets and offshore accounts.

South Africa's Revenue and Taxation Office (RTA) implemented the Crypto Asset Reporting Framework (CARF) and expanded its Automatic Exchange of Information (AEOI) rules on March 1st. This requires South African crypto asset servicers to report detailed transaction data according to international standards and to automatically exchange account information with over 120 jurisdictions. The regulator will use pattern recognition and data matching to compare tax returns with on-chain and offshore transaction records, shifting from passive reliance on voluntary disclosure to proactive, data-driven audits. Tax experts say that the "hidden space" for evading tax supervision using multiple wallets, offshore exchanges, and offshore structures has essentially disappeared. Taxpayers holding undeclared digital assets or offshore wealth face higher risks of targeted audits and recommend voluntary disclosure.