MarketWhisper

President Trump’s stance promoting the dominance of cryptocurrencies has driven a significant rise in Bitcoin-related stocks. Major companies such as Coinbase, MicroStrategy, and other mining firms saw their stock prices increase, with the market remaining optimistic about clearer policies and expanding institutional demand. However, analysts warn that if legislative processes are hindered, there is a risk of a market pullback.

As of February 27, the community dominance score for altcoins dropped to 33 points, a significant decline from 750 points in July 2025. Google search interest is only 4 points, indicating a bearish market sentiment. Meanwhile, Santiment predicts that this downturn may hint at a potential rebound opportunity for altcoins. Bitcoin is currently performing strongly, attracting capital inflows, which has relatively suppressed discussions and interest in altcoins.

Google Threat Intelligence Team Report Reveals New iPhone Exploit Kit Coruna Used in Large-Scale Cryptocurrency Scams. The toolkit uses JavaScript fingerprinting technology to identify iOS devices and steal crypto seed phrases and financial account information. All iPhone users are advised to update their systems immediately to prevent infection. The origin of Coruna is controversial, suspected to be linked to the U.S. government, but no definitive evidence has been provided.

Elon Musk's social platform X launched a limited external beta of X Money this week, offering high-yield deposits with a 6% annual return and a credit card cashback mechanism. Deposits are FDIC insured up to $250,000. Hollywood actor William Shatner participated in the testing and auctioned off spots, attracting widespread attention. X Money plans to integrate multiple functions such as payments, but cryptocurrency payments are not yet integrated.

SOL Strategies Inc. announced in the February monthly update that the validator network has grown to 33,568 individual wallets and disclosed multiple business metrics. Although the stock price rose 20.97% on that day, it has still declined a total of 75.81% over the past six months. The company is committed to establishing diversified revenue streams, including treasury staking, third-party staking, and liquidity staking services, demonstrating its determination to transform into a diversified infrastructure service provider.

Canadian Prime Minister Trudeau stated that if the Iran conflict escalates, military action cannot be ruled out, but emphasized that Canada is not involved in the U.S.-Israel offensive and called for adherence to international rules to promote de-escalation. Other allies such as the UK and Spain have responded differently to U.S. pressure, showing clear differences in stance.

Eric Trump accuses large banks of using lobbying groups to block stablecoins and crypto platforms from offering high annual yields, calling it systemic exploitation. Stablecoins like Coinbase USDC and MakerDAO DAI offer interest rates higher than traditional banks. The controversial CLARITY Act may restrict interest payments on stablecoins, with crypto supporters arguing that this move protects the interests of traditional banks.

X Community Platform X updates creator monetization policy. For AI-generated armed conflict videos without source attribution, the first violation will result in a 90-day revenue suspension, and repeated violations will lead to permanent disqualification from monetization. This measure aims to maintain content authenticity and will be enforced through multiple detection mechanisms, reflecting the seriousness of recent AI fake video issues.

Legendary trader Arthur Hayes claims that the current rebound in Bitcoin is merely a "dead cat bounce," pointing out its high correlation with the US SaaS software ETF has failed to decouple, and the rebound lacks sustainability. He warns investors to remain patient and analyzes cross-asset correlations, trading volume, and macroeconomic environment, reminding that a true bottom requires independent momentum to emerge.

The seven major tech companies (Amazon, Google, Meta, Microsoft, OpenAI, Oracle, and xAI) signed a non-binding "User Protection Commitment" at the White House, promising to bear the energy costs of AI data centers themselves, without passing the costs on to consumers, and prioritizing local hiring. However, the commitment lacks legal protections, and the enforcement mechanism is not yet clear, raising concerns about its actual effectiveness.

Ethereum co-founder Vitalik Buterin proposed the "Sanctuary Technology," advocating that Ethereum should focus on protecting individuals from excessive surveillance and promote the mission of decentralization, opposing market-driven approaches to financial applications. He put forward three major technical proposals to enhance the neutrality of blockchain construction and support ethical boundaries for AI technology, opposing the abuse of power through technology.

Taipei District Prosecutors Office has indicted 62 members of the Cambodian Prince Group, involving money laundering and organized crime totaling 10.7 billion yuan. After four months of investigation, prosecutors are seeking heavy sentences for core members and have seized assets such as luxury homes, supercars, and yachts. The group used "pig-butchering" scams to accumulate illegal proceeds and then concealed funds through a multi-layered money laundering system. This case has prompted judicial cooperation between Taiwan and the United States, demonstrating a close international law enforcement partnership.

Morgan Stanley updates its S-1 filing with the SEC, designating Coinbase Custody and BNY Mellon as its dual custodians for the Bitcoin ETF. This move marks an important step in Morgan Stanley's digital asset strategy, and if approved, will expand its ETF market participation. At the same time, Coinbase continues to maintain a dominant position in the U.S. spot Bitcoin ETF market.

The Korean stock market KOSPI rebounded strongly on March 5th after experiencing the largest single-day decline in history, rising as much as 12%. The rebound was driven by foreign investors and retail traders, mainly focusing on chip stocks such as Samsung Electronics and SK Hynix. The Korean government urgently activated a market stabilization plan, preparing to inject 100 trillion won to address market volatility. However, institutional investors remain divided on the future outlook, and the market still faces uncertainties such as geopolitical risks.

According to DeFiLlama data, the digital asset vault companies' monthly capital inflow has dropped to approximately $555 million, the lowest point since 2024, shrinking over 95% from the historical peak. The market warns that without transforming into a cash flow-generating operational model, they will face the risk of being eliminated. Industry experts recommend that digital asset vaults adopt methods such as staking and mining to generate cash flow and enhance competitiveness.

Pi Network's native token PI rose about 8.5% on March 4th, reaching a nearly two-week high, following the successful upgrade to protocol v19.9. The upgrade aims to strengthen network capabilities and will introduce v20.2 before Pi Day 2026. Despite the short-term increase, the Pi Foundation transferred 60.99 million tokens, which could trigger supply pressure. Technically, PI faces a key resistance level at $0.173.

The prediction market platform Kalshi refused to pay users' expected $54 million payout, citing that its contract "exit" definition does not include assassination scenarios. The incident has sparked insider trading allegations against competitor Polymarket. U.S. senators plan to introduce legislation to ban prediction contracts related to government actions, arguing that such markets distort public judgment.

Ripple engineers have discovered a security vulnerability in the XRP Ledger's batch transaction processing mechanism, prompting the team to intervene to prevent impact. To enhance security, Ripple will integrate AI tools into the development process, covering code review and simulated attack testing, strengthening defenses to reduce future risks. Additionally, the current technical support and resistance levels for XRP are around $1.50; a breakout above this level could point to higher targets.

Bitcoin mining is facing unprecedented operational pressures, with Hashprice hitting a historic low, leading many mining companies to reduce production or shut down equipment. Bitdeer has cleared its Bitcoin holdings but increased its hash rate, indicating active expansion of liquidity and AI/HPC businesses. While the transformation of mining into AI and high-performance computing shows potential, it still requires time to adapt, and mining remains the primary source of income.

After the outbreak of the US-Iran war, Bitcoin outperformed traditional safe-haven assets, rising 12.1% within four days. Gold and silver declined due to reduced safe-haven demand. The war led to a decrease in oil tanker traffic through the Strait of Hormuz, putting upward pressure on oil prices. AI research shows that Bitcoin is favored in currency choices.