Trump, while difficult to assess in terms of his presidential capabilities, has demonstrated excellence in manipulating financial markets. He leverages statements to influence market volatility, creating massive flows of capital in and out, demonstrating a combination of his trading skills and political strategy. By shaping stock market performance to gain political dividends while avoiding legal risks of direct profit-taking, he navigates skillfully between power and money.

The Federal Reserve chairmanship transition is in a stalemate. Incoming chair Kevin Walsh faces challenges including rising oil prices, inflation pressure, and the incumbent chair's refusal to step down. The power transition is proving more difficult than expected. Market expectations for rate cuts are cooling, creating short-term pressure on risk assets. The situation Walsh will face upon taking office is vastly different from the past.

Middle East tensions feared to escalate again! Trump posted warnings on social media this morning, stating that if Iran does not fully open the Strait of Hormuz within "48 hours," the United States will strike multiple power facilities within Iran, emphasizing that it will "start by destroying the largest one." Iran quickly responded, stating that if its energy infrastructure is attacked, it will launch retaliatory strikes against critical infrastructure of the United States and its Middle East allies. Targets include not only energy facilities but also information technology systems and desalination plants and other infrastructure. Among these, desalination plants are vital public utilities in the Middle East, while information technology systems likely refer to data centers in the Middle East region. In previous reports, an AWS data center in the UAE was hit by objects and caught fire in Iranian attacks. ( Iran launches airstrikes on UAE, AWS data center catches fire! Tens of billions of dollars in AI computing power becomes a strategic resource) Trump: Destroy Iran's largest in 48 hours if Strait of Hormuz not opened

前 Coinbase の技術責任者である Balaji Srinivasan は、中東の石油基盤施設の破壊が世界経済の崩壊と人道的危機を引き起こす可能性があると警告しており、技術への資金提供が枯渇し、資金が基本的なニーズに向かうと予測しています。彼はエネルギー自立を加速させる必要性を主張し、中国の技術や「Power-to-X」が解決策となる可能性に言及しています。

Bitcoin's network hashrate this week dropped to 920 EH/s, with an estimated difficulty adjustment of approximately 8% on March 20, marking the second-largest adjustment in five years. As Iran conflict pushes up oil prices, miner revenues have plummeted significantly, with hashrate prices hitting historic lows. Major mining companies have begun selling Bitcoin and shifting toward AI computing power to cope with margin compression.

Author: Benji Siem, IOSG I. Introduction This research begins with a simple observation: electrical systems are being asked to perform a task they were never designed to execute. With accelerating renewable energy penetration, comprehensive electrification progress, and surging AI-driven data center demand, the traditional model of "building more generation and transmission facilities to meet peak loads" is collapsing. Infrastructure construction cycles are too long, grid connection queues are severely backlogged, and capital intensity remains high. Against this backdrop, flexibility—the ability to dynamically adjust supply and demand in real time—has evolved from an auxiliary function to a core pillar of grid reliability. The flexibility supply that previously relied mainly on large industrial loads and peaking power plants is transforming into a complex multi-layered market, where distributed energy resources (DER), software platforms, and aggregators coordinate hundreds of

暗号資産全体の時価総額は、2022年、2023年、2025年の上昇前の水準付近にあります。 PENGUやPIPPKINのようなミームトークンは、流動性のピボットゾーン付近で圧縮を示しています。 LINKとPOWERはインフラのエクスポージャーを提供し、LUNCは取引活動を維持しています。

ゲート研究院：2月27日、BTCは前期の急落後に反発し、現在は67,000ドル上方で揉み合いを続けている。ETHは1,800ドル付近の安値から反発し、2,020ドル付近の高値で維持されている。GTは低位からの反発後に震蕩修復の構造を示す。POWERは+113.53％の上昇率で市場を牽引し、DENT、RAVEなどの小型時価総額トークンも大幅に強含み。内部関係者と思われる人物がPolymarketでZachXBTのAxiomに対する利益超過41万ドルの告発に賛同し注目を集めている。Jane Streetは「ビットコインの10ポイント急落を操縦した」と指摘されたが、データの裏付けはなく、分析者はETF承認の参加者メカニズムが主な原因とみている。Circleの株価は90ドルを突破し、アナリストは暗号資産市場から「明らかに乖離」していると指摘。PolymarketなどのアプリはUSDCの新たな成長エンジンと見なされている。

Gate研究院日報：2月11日、暗号市場は下落圧力を引き続き維持し、主流資産は横ばいでやや弱含む展開となった。BTCとETHは高値圏で調整しつつも方向性に乏しい。ホットトピックでは、資金が高いストーリー性を持つ資産に集中して博弈しており、POWERはWeb3のインセンティブ層とエコシステム協力のニュースにより取引量を増やして上昇、PIPPINはAIクリエイターのIPと感情修復の推進で大きく反発し、SONICはSVMの拡張とコミュニティの集中的な露出による触媒で強含みとなった。構造面では、トークン化された国債の規模が100億ドルを突破し、RWAはオンチェーン金融システムにおける基礎資産としての地位を引き続き強化している。同時に、GateのTradFi（伝統的金融）における累計取引量は330億ドルを突破した。