MarsBitNews

On February 28, Mars Finance reported that Coinbob monitoring showed that the short BTC position of the "Strategy Opponent" address increased its unrealized profit to $880,000 due to a short-term decline in BTC price, with a floating return rate of 105%. This address is known for establishing short positions when MicroStrategy increased its BTC holdings.

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Author: Dune
Compiled by: Felix, PANews
Recently, Dune partnered with Steakhouse Financial to launch a stablecoin data set. This dataset covers dimensions such as holder composition, fund flows, on-chain behavior classification, and circulation velocity, providing a basis for institutional analysis, research reports, compliance monitoring, and high-level decision-making. By interpreting the data set, Dune's publication reveals some real-world aspects of the stablecoin market. Below are the details.
Everyone is citing stablecoin supply data. In every report, earnings call, and policy hearing, supply figures are everywhere. But aside from the figure "circulation exceeds 300 billion USD," how much do we really understand about stablecoins?
Who holds them? How concentrated is ownership? What is their circulation velocity? In which regions

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Author: Jianwei Zhizhuo Miscellaneous Talks
The US-Iran dispute has reignited, causing crude oil and precious metals assets to surge. Recent oil price increases mainly reflect geopolitical risk premiums rather than actual tightness in spot supply.
Market signals are diverging: futures prices, freight rates, and risk reversal option prices are rising due to risk concerns, while the futures contract spreads (calendar spreads) and physical crude oil spreads, which reflect spot supply and demand, are weakening. MS has analyzed four potential scenarios.
Scenario Analysis
· Base Scenario: Excludes the possibility of the Strait of Hormuz remaining continuously closed as the core scenario, which has a very high threshold and very low probability. The analysis framework focuses on a range of possibilities from easing tensions to limited friction.
· Scenario 1 (No supply disruption): Tensions ease, risk premiums dissipate. It is expected that the risk premium of about $7-9 per barrel will quickly disappear, and Brent oil prices may fall back to the mid-to-low $60s per barrel.
· Scenario 2 (With

CEA Industries is involved in investor litigation due to allegations of fraud against director Hans Thomas. Investor Abraham Gomez accuses the company of failing to fulfill equity commitments and advisory fees, resulting in losses of over $2.75 million. The lawsuit reveals issues with corporate governance and investment structure, raising concerns in the market about long-term shareholder returns.

Mars Finance reports that Arkham analyst Emmett Gallic has corrected his previous statement regarding Trump Media & Technology Group selling 2000 BTC. He stated that the relevant tweet has been deleted and clarified that the company did not sell Bitcoin, but instead delivered 2000 BTC as collateral to the counterparty. Gallic said that since the relevant Bitcoin is no longer controlled by the company, it has been removed from the balance sheet. According to the arrangement, the counterparty can decide whether to re-pledge or otherwise dispose of the collateral, including selling.

Mars Finance reports that the stablecoin supply on the Polygon network currently reaches approximately $3.28 billion, hitting a record high.

Mars Finance reports that, according to Coinglass data, the cryptocurrency Fear and Greed Index is currently at 10, down 4 points from yesterday. The average over the past 7 days is 9, and the average over the past 30 days is 10.

Mars Finance reports that, according to Reuters, Tether has frozen approximately $4.2 billion USDT due to "associations with illegal activities," with about $3.5 billion occurring since 2023; this week, it assisted the U.S. Department of Justice in freezing nearly $61 million USDT related to "pig-butchering" (pig-butchering) scams. Tether states it can remotely freeze USDT in user wallets upon law enforcement requests.

The Japanese Financial Services Agency announced that it will conduct a proof-of-concept experiment on anti-money laundering for crypto assets, involving 13 participating companies. The experiment aims to verify the effectiveness of sharing suspicious wallet address information, with the goal of improving the efficiency of the industry's anti-money laundering system.

Datong Limite announced plans to purchase up to 1 billion yen worth of Bitcoin. This move is based on its medium-term business plan, aiming to diversify assets, address inflation, and hedge against the depreciation of the Japanese yen. The company believes Bitcoin has advantages such as limited supply and low correlation.

The Hong Kong Institute of Certified Public Accountants submitted a budget to the Legislative Council, proposing a 3.5% salary increase and the creation of 15 new positions to support artificial intelligence and virtual asset regulation. The report pointed out that virtual asset trading companies face auditing challenges, such as verifying asset ownership and the lack of unified accounting standards.

Mars Finance reports that, according to Trader T's monitoring, Ethereum spot ETFs have experienced a net outflow of $43.6 million, with BlackRock's ETHA product alone seeing a single-day net outflow of $43.6 million. Other major ETF products such as Fidelity, Bitwise, 21Shares, Invesco, Franklin, VanEck, and

Ethereum has released a scalability roadmap, divided into short-term and long-term expansions. In the short term, network efficiency is improved through Gas mechanism optimization and parallel verification. In the long term, network capacity is enhanced using ZK-EVM and blobs data architecture. The overall plan is implemented in phases, aiming to achieve network expansion under the principles of security and decentralization.

Mars Finance reports that, according to Artemis data, in the current market environment of widespread pressure, Hyperliquid Strategies ($PURR) is the only DAT to record a book profit, with unrealized gains of $356 million. All other similar products are in a loss.

Coinbase's Chief Policy Officer stated that Coinbase and the CEO have participated in negotiations multiple times, committed to protecting the GENIUS Act and public interests. Although the White House hopes to reach an agreement on stablecoin revenue, insiders say the goal was not achieved, and controversy remains the main obstacle to advancing the crypto market legislation.

Mars Finance reports that on February 28, the Hong Kong Securities and Futures Commission approved two RWA tokenization products from Delin Holdings on February 26. The products involve Delin Securities distributing RWA tokens and Delin Digital Family Office issuing tokens for fund interests, including a limited partnership fund holding Delin Tower in Central Hong Kong and a limited partnership fund invested in Animoca Brands. This project is the first approved real estate RWA case in Hong Kong, marking significant progress in the compliant path for tokenizing physical assets under the licensed regulatory framework.

Argentina's cryptocurrency exchange Lemon reports that by 2025, Latin America's monthly active users will grow three times faster than in the United States, with digital asset reception exceeding $730 billion. Brazil leads, and Argentina has the highest per capita user ratio. High-inflation countries tend to use cryptocurrencies for store of value, with stablecoins becoming a key factor in regional adoption.