Crypto Morning Brief: U.S. Uses Anthropic in Attack; RED, HYPE, ENA, and Other Tokens Face Major Token Unlocks This Week
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Crypto Morning Brief: U.S. Uses Anthropic in Attack; RED, HYPE, ENA, and Other Tokens Face Major Token Unlocks This Week
Mysterious Account Accurately Bets on Airstrikes Against Iran, Trump Camp Facing “Insider Trading” Allegations
Navigating Web3 tides with focused insightsAuthor: TechFlow
Yesterday’s Market Highlights
Mysterious Account Accurately Bets on U.S. Airstrike Against Iran; Trump Camp Faces “Insider Trading” Allegations
According to JINSHI Data, over the past weekend—while traditional global financial markets were closed—significant capital flowed into prediction markets such as Polymarket and Kalshi, as well as decentralized exchanges like Hyperliquid. Investors attempted to hedge risks or speculate on the aftermath of a potential U.S.-Israeli strike against Iran via these platforms. However, this capital frenzy quickly escalated into a public relations storm. On Saturday last week, numerous accusations surfaced on X (formerly Twitter), alleging that certain insiders leveraged advance knowledge of military action to profit massively in prediction markets. In response to criticism, a White House spokesperson told media outlets: “The only special interest guiding the Trump administration’s decisions is the American people’s greatest interest.” In fact, enforcement actions targeting insider betting on international conflicts have already begun in certain jurisdictions worldwide.
Polymarket Defends “Allowing Users to Bet on War,” Calling Its Value “Irreplaceable”
According to The Verge, prediction market platform Polymarket defended its decision to allow users to place bets on when the U.S. would strike Iran. After the U.S.-Iran conflict actually occurred—and resulted in casualties—the platform faced mounting pressure and subsequently issued a statement asserting that prediction markets can “harness the wisdom of crowds to generate accurate, unbiased forecasts,” a capability it described as “irreplaceable” amid current geopolitical tensions. Polymarket also criticized traditional media and X for failing to provide answers people seek. Previously, the platform was embroiled in multiple controversies—including allegations of insider trading related to the Super Bowl halftime show and predictions surrounding Venezuelan President Nicolás Maduro’s arrest.
Kalshi CEO: Will Refund Fees for Markets Related to “Khamenei Stepping Down”
Tarek Mansour, CEO of Kalshi, posted on social media regarding the death of Iran’s Supreme Leader Ayatollah Ali Khamenei and related prediction market events: “We do not list markets directly tied to death. When a market outcome could involve death, we design rules to prevent profiting from death.”
Accordingly, Kalshi will take the following measures concerning markets related to “Khamenei stepping down as Supreme Leader”:
- All trading fees for this market will be refunded;
- For positions opened before Khamenei’s death, settlement will be based on the last traded price prior to his death;
- For positions opened after Khamenei’s death, full cost compensation will be provided.
Tarek Mansour stated: “No user will lose a single dollar in this market. We will settle the market using the last traded price before Khamenei’s death, which occurred at 1:14 a.m. Eastern Time today.”
MANTRA Token Upgrade Scheduled for March 3, Including Ticker Change and 1:4 Split
According to an official MANTRA announcement, the OM token upgrade—including ticker change and a 1:4 split—will be completed on March 3. Users holding OM tokens on MANTRA Chain or supported exchanges need no action; the system will automatically update the token ticker and multiply token balances by four.
The official notice specifically warns that users still holding OM tokens on the Cosmos blockchain (e.g., Stargaze, Osmosis) risk missing out on the 1:4 revaluation. These users must immediately transfer their OM tokens to MANTRA Chain via IBC cross-chain bridges.
Opinion Announces Completion of S1 Snapshot; S2 Now Live
According to official announcements, Opinion—a prediction market platform built on BSC—has completed its S1 snapshot, and S2 is now officially live.
Vitalik Outlines Technical Roadmap: State Trie to Shift to Binary Tree Structure; EVM to Be Gradually Replaced by RISC-V Architecture
Vitalik Buterin recently detailed two key execution-layer upgrades for Ethereum in a social media post: state trie improvements and virtual machine transformation.
The state trie will shift from the current hexary Keccak Merkle Patricia Trie (MPT) to a more efficient binary tree structure (EIP-7864), powered by a superior hash function. This transition is expected to yield Merkle branches up to 4× shorter and proof efficiency improvements of 3–100×, while also reducing access costs for adjacent storage slots.
In the long term, Buterin proposes gradually replacing the Ethereum Virtual Machine (EVM) with a RISC-V architecture to achieve higher execution efficiency, better proof-friendliness, and a cleaner protocol design. This migration will occur in three phases: first, integrating RISC-V for precompiles; second, enabling users to deploy smart contracts on the new VM; and finally, transforming the EVM itself into a smart contract running atop the new VM.
These upgrades aim to resolve Ethereum’s major bottlenecks, enhance network efficiency, strengthen client-side proving capabilities, and lay the groundwork for future scaling solutions.
The Wall Street Journal: U.S. Used Anthropic AI in Middle East Strikes
According to The Wall Street Journal, the U.S. employed Anthropic’s AI technology during its strikes in the Middle East—just hours after Trump imposed a ban on Anthropic.
YZi Labs Accuses CEA Industries of Major Equity Disclosure Violations
YZi Labs released a report today accusing CEA Industries (Nasdaq: BNC) of serious equity disclosure failures. Based on analysis of the company’s own SEC filings, 10X Capital and its affiliates may hold over 5% of the company’s shares but have failed to file the required disclosures per SEC regulations. YZi Labs specifically notes that Hans Thomas—a BNC board member and controlling person of 10X Capital—failed to file Form 3 within the past six months. Furthermore, the board’s unanimous adoption of a “poison pill” plan may indicate the existence of an undisclosed coordinated action group. YZi Labs calls for immediate action to ensure market transparency and protect shareholder rights.
Coolpad Group Buys 39,000 Shares of Strategy for HK$38.89 Million and Writes Call Options
According to Hong Kong Economic Times, Coolpad Group—a Hong Kong-listed company—disclosed that it purchased approximately 39,000 shares of Bitcoin treasury company Strategy for HK$38.89 million (US$4.98 million). Additionally, the company disclosed writing 390 MSTR call options (Short Calls), covering 39,000 shares, for a premium of US$51,210 (approximately HK$400,000). These call options expire on March 6, with a strike price of $150—15.8% above MSTR’s Friday closing price of $129.50. Assuming all MSTR call options are exercised, Coolpad Group expects to recognize a gain of approximately US$920,000 (HK$7.19 million), inclusive of option premiums and proceeds from share sales.
Michael Saylor Posts Bitcoin Tracker Update Again; BTC Acquisition Details Expected Next Week
Michael Saylor, founder of Strategy, has again posted information about the Bitcoin Tracker.
Based on historical patterns, Strategy always discloses its Bitcoin acquisition details the day after releasing related announcements.
Major Token Unlocks This Week for RED, HYPE, ENA, and Others
According to Token Unlocks data, large token unlocks are scheduled this week for RED, HYPE, ENA, and others:
RED: 40.85 million tokens unlock on March 7, valued at ~$6.04 million, representing 16.13% of circulating supply;
HYPE: An estimated 9.92 million tokens unlock on March 6, valued at ~$316 million; however, only 173,000 tokens (valued at $5.54 million, or 0.04% of circulating supply) were officially announced for unlocking;
ENA: 40.63 million tokens unlock on March 2, valued at ~$4.21 million, representing 0.53% of circulating supply;
OP: 19.5 million tokens unlock on March 7, valued at ~$2.38 million, representing 0.98% of circulating supply;
W: 50.41 million tokens unlock on March 7, valued at ~$926,000, representing 0.92% of circulating supply.
Market Data
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What Could Get GPT and Claude to Shake Hands? Opposing the Pentagon Together?
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