Key Market Information Discrepancy on March 5th - A Must-Read! | Alpha Morning Report

By: blockbeats|2025/03/05 09:45:03

Featured News

1. White House Crypto Summit to Begin at 2:30 AM on March 8 Saturday

2. U.S. Senate Passes "Repeal IRS DeFi Broker Reporting Rules" Bill, Awaits House Approval

3. Across Protocol Completes $41 Million Token Round, Led by Paradigm

4. Aave Community Releases New Proposal, Seeks to Update AAVE Tokenomics, Protocol Fee Redistribution, and More

5. Solana to Vote on Two Protocol Upgrade Proposals, SOL Inflation Rate Adjustment Possible

Articles & Threads

1. "WSJ: The Life-and-Death Battle of Tether and Circle"

Critics argue that USDT has become the preferred tool for criminal syndicates to move money globally. A powerful adversary attempting to disrupt Devasini's business empire—Jeremy Allaire, who founded Circle, Tether's archrival, issued a stablecoin called USDC. Allaire, a suit-wearing executive, navigates comfortably whether in Davos, Wall Street, or Capitol Hill. He is spearheading a movement seeking to eradicate USDT through regulation.

2. "Zora Airdrop Imminent, How Has the 6-Year Ecosystem Evolved?"

After 6 years of development, Zora, an art-focused social ecosystem project created by former Coinbase employees, finally announced on March 3rd that they will be releasing the "Community" Memecoin—$ZORA this spring on their official X platform. What is the current state of Zora's ecosystem, and how can one participate in the airdrop?

Market Data

Daily overall market funding heat (as reflected by the funding rate) and token unlocks

Data Source: Coinglass, TokenUnlocks

-- Price

Funding Rate

Key Market Information Discrepancy on March 5th - A Must-Read! | Alpha Morning Report

Token Unlocks

The combination of AI and crypto is still in its early stages, with both serving as complementary "middleware": AI translates human intentions into executable programs, while cryptographic technology provides verifiable and tamper-proof guarantees for computational processes and results. In the dire...

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Mastercard Launches Agent Pay for AI, Plans to Record AI Agent Payment Authorizations on Polygon

Mastercard launched Agent Pay for AI, a new payment protocol designed to help AI agents make small payments such as pay-per-use access to data and APIs. The system plans to record human-granted AI agent permissions on Polygon, focusing on verifiable authorization, identity, and payment controls.

Curve Deploys Llamalend v2 on Optimism With 250,000 OP Incentives

Curve launched Llamalend v2 on Optimism with 250,000 OP incentives from the Optimism Foundation. The upgrade expands Llamalend beyond its earlier crvUSD-focused model, adding broader collateral support, LlamaRisk market reviews, and the ability to use Curve LP tokens as collateral.

Raydium Old Liquidity Pool Reportedly Exploited, With $1.34 Million Moved to Ethereum and Tornado Cash

An old Raydium liquidity pool was reportedly exploited for around $1.34 million in USDC, RAY, and wSOL, with the stolen funds bridged to Ethereum and deposited into Tornado Cash. The incident highlights the tail risks of legacy DeFi pools, old contracts, and cross-chain fund laundering paths.

Kalshi Executive Challenges “SBF Backed AI Unicorns” Narrative, Says Leopold Aschenbrenner Was Key Figure

Kalshi executive John Wang questioned the “SBF backed AI unicorns” narrative, saying Leopold Aschenbrenner was the key figure behind major AI investment decisions.

New York Proposes Stricter Stablecoin Issuer Rules Aligned With Federal GENIUS Act

NYDFS proposed stricter stablecoin issuer rules aligned with the GENIUS Act, covering reserves, custody, redemption timelines, audits, and capital buffers.

CryptoQuant Says Bitcoin Profitable Supply Is Near 45% Pressure Zone as On-Chain Data Points to Market Repricing

CryptoQuant said Bitcoin’s profitable supply is nearing the 45% pressure zone, signaling rising market stress, unrealized losses, and a possible on-chain repricing phase.

Bitcoin Falls Below 200-Week Moving Average as On-Chain Data Shows Over Half of Supply in Loss

Bitcoin dropped below its 200-week moving average as on-chain data showed over 50% of circulating supply is now in loss, signaling rising market stress.

CFTC Reportedly Plans New Prediction Market Rules Focused on Manipulation Risk and Public Interest Review

The CFTC is reportedly preparing new prediction market rules focused on manipulation risk, public interest review, and retail trader protections.

Morning News | CME Group launches Nasdaq Cryptocurrency Index futures; Asset management giant Janus Henderson strategically invests in Ethena

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Galaxy Deep Research Report: How Hyperliquid's HIP-4 Upgrade Changes the Landscape of Prediction Markets?

The platform that wins this competition will be the one whose execution layer is the hardest to replicate, whose builder ecosystem delivers the fastest, and whose regulatory path is the most open.

Latest research from 13 top universities including Cornell University: The current state, challenges, and misconceptions of the fusion of Crypto and AI