Key Market Information Discrepancy on March 3rd - A Must-Read! | Alpha Morning Report

By: blockbeats|2025/03/03 09:30:04

Top News

1. Crypto Market Cap Rebounds 9% to $3.25 Trillion Following Trump's "Pump" Influence

2. Coinbase Co-founder: Bitcoin Is the Optimal Choice for Strategic Reserve, Proposes Launching Crypto Market Cap Index for Fairness

3. Miner Machines Ant S19, Stronghorse M33S+, and Others Reach Breakeven Coin Price

4. Tether and Circle Have Frozen at Least 5 Bybit Hacker-Related Addresses, Intercepting $760,000 in Funds

5. Trump: Will Advance Cryptocurrency Strategic Reserve Including XRP, SOL, and ADA

Articles & Threads

1. "Trump's Crypto Pump Signals Strategic Reserve Move, Who's Next for a Crypto ETF?"

On March 2nd, local time in the U.S., Trump posted on social media stating, "After years of suppression by the Biden administration, the U.S. cryptocurrency reserve will elevate the status of this critical industry. That's why my digital asset executive order directs the President's working group to advance a cryptocurrency strategic reserve including XRP, SOL, and ADA. I will ensure America becomes the world capital of cryptocurrency. We are making America great again!" This article analyzes which token might be the next to pass through an ETF.

2. "Can Ethereum Foundation's New Executive Director Save ETH?"

After Aya Miyaguchi's promotion to Ethereum Foundation Chair caused dissatisfaction among some community members, the Ethereum Foundation has seen another appointment. On March 1st, the Ethereum Foundation announced two new Co-Executive Directors to take over Aya's previous position—Hsiao-Wei Wang and Tomasz Stańczak. This article explores the past of the new Co-Executive Directors and the potential future they may bring to Ethereum.

Market Data

Daily Market Overall Funding Heat (as reflected by Funding Rate) and Token Unlocks

Data Source: Coinglass, TokenUnlocks

Funding Rate

Key Market Information Discrepancy on March 3rd - A Must-Read! | Alpha Morning Report

Token Unlocks

In Q1 2026, the total financing amount in the primary cryptocurrency market was $4.59 billion, a significant decrease of 46.7% compared to the previous quarter, with 170 financing events, a decline of 14.2% quarter-on-quarter, indicating that the market as a whole has entered a significant contracti...

USDC is the only AI token

Don't be harvested by AI proxy tokens: A deep dive into why stablecoins are the only true master of the AI economy, with the ultimate answer behind the 18 trillion settlement amount hidden in software autonomous operation enterprises.

The voice of a senior Polymarket user: In fact, we have already been surpassed by our competitors

The former track definers are now becoming followers of their competitors' pace. The era of startup makeshift platforms is over; please present a financial-grade platform as it should be.

Transcript of Dr. Han, founder of Gate, speaking at the University of Hong Kong: Breaking the Matthew Effect and Winning in Asymmetric Competition

Gate CEO Dr. Han appeared at the University of Hong Kong to deliver a keynote speech on the theme of "Breaking the Matthew Effect," revealing the essence of unfair competition in the cryptocurrency market, and emphasizing that only by establishing a first-mover advantage and independent thinking ear...

Who will replace AAVE as the new king?

Morpho and JupLend are narrowing the gap, but is this a true disruption or an illusion caused by external shocks? Looking back at the three phases of lending on Ethereum and Solana, the answer may be surprising.

Fu Peng 2026 First Public Speech: What Exactly Are Crypto Assets? Why Did I Join the Crypto Asset Industry?

The advancement of technology is driving the transformation of finance, and crypto assets are at the center of the storm.

Lattice Capital Founder: Crypto VC, Seeing is Believing Because of Faith

"If you believe that this industry will grow 100 times in the future, with less competition and lower valuations, then now is the right time to invest. This is the path we have chosen."

The Pitch Is Set. So Is the Trade: CHZ, SportFi, and the UCL Window That Won't Wait

CHZ is gaining momentum as SportFi narratives accelerate alongside the UEFA Champions League（UCL） and global football cycles. This article explores how CHZ, fan tokens, and the broader SportFi ecosystem are driven by real-world events, market narratives, and capital flows—offering insights into why SportFi is emerging as one of the most dynamic sectors in crypto.

Morning Report | SpaceX acquires Cursor for $60 billion; Kalshi and Polymarket launch perpetual contract trading; NeoCognition completes $40 million financing

Overview of Important Market Events on April 22

IMF | The Future of Stablecoins and Payments: Evidence from Financial Markets

IMF deep report reveals the impact of stablecoin regulation: the US "Genius Act" triggers a $300 billion market earthquake for payment giants, with cross-border payments being the hardest hit, and the industry landscape is facing a reconstruction of "disintermediation."

Why a Million-Follower Crypto KOL Chooses WEEX VIP?

Discover why top crypto KOL Carl Moon partnered with WEEX. Explore the WEEX VIP ecosystem, 1,000 BTC protection fund, and exclusive rewards for serious traders.

CoinEx Founder: The Crypto Endgame in My Eyes

The industry will not disappear, but it will shrink significantly.

Spark Coin (SPK): Explodes 73% as Aave Bleeds $15B, A Good Investment Now?

Spark coin (SPK) surged 73% as $15 billion fled Aave after the KelpDAO hack. This article explains what Spark is, why it’s pumping, and whether it is a good investment right now.

As Aave's building collapses, Spark's high-rise is rising

RootData: Q1 2026 Cryptocurrency Exchange Transparency Research Report

What Is Memecoin Trading? A Beginner's Guide to How It Works, the Risks, and 2026's Hottest Tokens