Key Market Information Discrepancy on February 3rd - A Must-See! | Alpha Morning Report

By: blockbeats|2026/03/30 09:28:29

Top News

1. Mainstream CEX, DEX Funding Rate Indicates Market's Bearish Sentiment Towards BTC, ETH Stronger Than Altcoins

2. White House Internally Discussing Stablecoin Yield Issue with Crypto Firms and Banks

3. SpaceX Merges with xAI, Valuation Reaches $1.25 Trillion

4. Crypto Fear Index Rises to 17, Still in "Extreme Fear" Zone

5. US Crypto Stocks Experience Pre-Market Decline, MSTR Down 7.25%, BMNR Down 10%

Articles & Threads

1. "41 Trades That Made $70,000: How Ethereum's Founder Plays the Prediction Market"

"My method is actually very simple," Vitalik Buterin said last week when asked how he made $70,000 in a year. "I look for markets that have already entered a 'frenzy mode' and then bet against – these crazy things won't happen."

2. "Is Tonight's Stock Market Also at Risk of a Crash?"

Following the plunge of gold and silver, the stock market is also under pressure. On February 2, Nasdaq index futures fell nearly 1% pre-market, the S&P 500 index has retraced 0.43% from its peak, and the fear index VIX surged to 17.44, indicating a significant shift in market sentiment towards caution. Technically, the Nasdaq index has been oscillating at highs for three months, forming a rising wedge structure. Now, this key uptrend line has been broken for the second time, dealing a significant blow to market confidence. If tonight's daily closing price is below the previous low, forming a 'lower low,' then a larger-scale downtrend may unfold.

Market Data

Daily Market-wide Funding Heatmap (as reflected by Funding Rate) and Token Unlocks

Data Source: Coinglass, TokenUnlocks

Funding Rate

Key Market Information Discrepancy on February 3rd - A Must-See! | Alpha Morning Report

Token Unlocks

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

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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

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

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