Crypto Morning Brief: Nasdaq Enters Prediction Markets; Opinion Announces Tokenomics
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Crypto Morning Brief: Nasdaq Enters Prediction Markets; Opinion Announces Tokenomics
Strategy increased its Bitcoin holdings by 3,015 BTC last week, bringing its total holdings to 720,737 BTC.
Navigating Web3 tides with focused insightsAuthor: TechFlow
Yesterday’s Market Highlights
CFTC Appoints Former Federal Prosecutor David Miller to Lead Enforcement Division, Strengthening Crypto Regulation
According to The Block, CFTC Chair Michael Selig announced the appointment of David Miller as head of the agency’s enforcement division. Miller previously served as a federal prosecutor and brings extensive private-sector experience handling digital asset cases. This appointment comes as the CFTC prepares to assume a more prominent regulatory role in the cryptocurrency industry.
Miller stated: “I am honored to join the CFTC at this exciting time of transformation.” Selig emphasized that Miller will focus on “combating fraud, abuse, and manipulation—not policymaking.”
Trump Says He Won’t Rule Out Sending U.S. Ground Troops to Iran, Dismisses Polling Concerns
According to the New York Post, Trump recently stated he would not rule out deploying U.S. ground forces to Iran “if necessary,” and declared he “doesn’t care about the polls” following Saturday’s strike. Trump asserted he believes he did “the right thing” and that most Americans support him—despite preliminary polling suggesting otherwise. He argued that allowing “crazy people” to acquire nuclear weapons would have consequences worse than regional conflict. Trump said: “I have no hesitation about sending ground troops. Unlike other presidents who always say ‘we’ll never send ground troops,’ I don’t say that. I say ‘they may not be needed’ or ‘if necessary.’” A Reuters/Ipsos poll conducted Saturday and Sunday found only 27% of Americans approved of the strike, while 43% opposed it and 29% were unsure.
Opinion (OPN) Tokenomics: Total Supply 1 Billion, 23.5% Airdrop Allocation, 3.5% Unlocked at TGE
Per its official blog, Opinion (OPN) has published its tokenomics model: total supply of 1 billion tokens, with the following allocation and vesting schedule:
· Airdrop: 23.5%, 3.5% unlocked at TGE, remainder locked for 7 months;
· Investors: 23%, 0% unlocked at TGE, linearly vested over 24 months after a 12-month lockup;
· Team & Advisors: 19.5%, 0% unlocked at TGE, linearly vested over 24 months after a 12-month lockup;
· Foundation: 12%, 1% unlocked at TGE, linearly vested over 12 months after a 6-month lockup;
· Ecosystem & Incentives: 11.1%, 5.65% unlocked at TGE, remainder locked for 36 months;
· Marketing: 8.9%, 7.7% unlocked at TGE, remainder linearly vested over 6 months;
Block Street Unveils Tokenomics Model: 1 Billion Total Supply, 22.1% Allocated to Community & User Incentives
Block Street—the stock execution layer built on the Monad ecosystem—has officially launched the tokenomics for its native token $BSB. $BSB has a total supply of 1 billion tokens and will launch on both Ethereum and BNB Chain, with an initial circulating supply of 20.775% (207.75 million tokens).
The token allocation includes: Community & User Incentives (22.10%), Ecosystem Partners (20.60%), Exchanges & Marketing (10.65%), Treasury (5.65%), Team & Advisors (17.30%), Core Investors (15.70%), Strategic Investors (3.00%), and Liquidity (5.00%).
Earlier reports indicated Block Street raised $11.5 million in funding, led by Hack VC.
Uniswap Wins Full Dismissal in Fraud-Token Class Action, Establishing Boundaries of DeFi Developer Liability
According to The Block, U.S. District Judge Katherine Polk Failla of the Southern District of New York dismissed all state-law claims against Uniswap Labs and its founder Hayden Adams on Monday, concluding this protracted litigation. The judge ruled Uniswap bears no responsibility for “rug pulls” and “pump-and-dump” scams carried out by third-party issuers on its platform.
The court reaffirmed that merely providing a trading platform does not constitute substantial assistance in fraud, and held that holding smart contract developers liable for misuse of decentralized platforms is “illogical.”
Brian Nistler, General Counsel of Uniswap Labs, called the ruling “another landmark decision” for DeFi. Founder Adams stressed: “If open-source smart contract code is used by scammers, responsibility lies with the scammers—not the open-source developers.”
TROVE Launch Sparks Controversy: On-Chain Data Shows Partial Refunds to KOLs; Project Response Draws Skepticism
On-chain analyst Eye—who previously exposed the “1011 insider whale”—posted on X that controversy surrounding TROVE’s “disastrous” launch continues to escalate. Multiple on-chain data sources indicate that project-associated addresses issued refunds to certain KOLs (Key Opinion Leaders) shortly after token listing, raising community concerns regarding fund flows and fundraising structure. According to disclosed information, several KOLs involved in promoting the project sent direct messages demanding repayment within days of TROVE’s listing; some addresses confirmed receipt of refunds. Based on publicly available addresses and on-chain data, approximately $171,000 worth of USDC has been confirmed refunded to select KOLs. Further on-chain analysis suggests the total refund amount distributed across the KOL cohort may reach ~$3 million.
Unwise, a developer at Trove Markets, previously stated the team “won’t run away and will resolve current issues,” but external observers have criticized inconsistencies in his statements regarding control over ICO funds. This incident may involve inflating fundraising figures via LP loans to artificially boost market hype, followed by disputes over fund redemptions amid rapid token price decline. At present, related allegations remain grounded in on-chain data and multiple whistleblower accounts; the project has yet to release a comprehensive fund audit report.
Nasdaq Enters Prediction Markets, Plans to Launch Binary Options on Nasdaq-100 Index
According to JIN10 Data, Nasdaq Inc. plans to introduce options contracts enabling “yes-or-no” bets on major stock indices, becoming the latest exchange operator to enter the rapidly growing prediction markets space. Under a proposed rule change filed with the U.S. Securities and Exchange Commission (SEC), Nasdaq seeks to list “binary options” on its flagship Nasdaq-100 Index and Nasdaq-100 Micro Index. Documentation indicates Nasdaq’s binary options will trade between $0.01 and $1.00, reflecting market expectations of the likelihood of a given outcome. This marks Nasdaq’s first foray into prediction-market-style products. These so-called “event-linked options” will allow traders to take binary positions on whether specific events occur. Binary options are simplified options contracts whose payouts depend solely on the truth value (“yes” or “no”) of a proposition. Financial contracts listed by the prediction markets industry cover sports, politics, and pop culture. Unlike event-based contracts offered by Kalshi, Polymarket US, and CME Group—which fall under the jurisdiction of the U.S. Commodity Futures Trading Commission (CFTC)—binary options are regulated by the SEC. Nasdaq’s proposal remains pending SEC approval.
Strategy Acquires 3,015 Bitcoins, Total Holdings Reach 720,737 BTC
According to Strategy’s disclosure, the company purchased 3,015 bitcoins for approximately $204.1 million, at an average acquisition price of ~$67,700 per bitcoin. As of March 1, 2026, Strategy holds a total of 720,737 bitcoins, representing an aggregate investment of ~$54.77 billion, with an average purchase cost of ~$75,985 per bitcoin.
Bitmine Adds 50,928 ETH, Total Holdings Reach 4.474 Million ETH
According to PRNewswire, Ethereum treasury firm Bitmine disclosed it acquired 50,928 ETH over the past week, bringing its total ETH holdings to 4,473,587 ETH. Additionally, Bitmine reported staking 3,040,483 ETH, valued at approximately $6 billion at the current ETH price of $1,976 per token.
Sony Bank and JPYC Enter Strategic Partnership to Enable Direct Bank-Account Purchases of JPYC Stablecoin
According to Nadanews, JPYC Co., Ltd. announced signing a strategic business cooperation MOU with Sony Bank. The two parties will jointly develop services based on the Japanese yen-pegged stablecoin JPYC. Sony Bank’s Web3 subsidiary BlockBloom will also participate, with all three entities collaborating to build new infrastructure linking banking systems, stablecoins, and entertainment sectors seamlessly.
Key collaboration initiatives include enabling real-time bank-account transfers on the JPYC EX platform, allowing users to purchase JPYC directly from their Sony Bank accounts without requiring additional transfer steps. The partners will also explore integrations with intellectual property assets in music and gaming, aiming to create novel experiences combining payments and user engagement—such as digital content purchases and fan privilege distribution.
MINIMAX: FY2025 Revenue $79 Million, Annual Net Loss $1.87 Billion
According to Caixin Global, MINIMAX reported FY2025 revenue of $79 million, up 158.9% year-on-year—with over 70% generated internationally. Its annual net loss reached $1.87 billion, an increase of 302.3% YoY. As of December 31, 2025, MiniMax had served over 236 million users across more than 200 countries and regions, as well as 214,000 enterprise customers and developers across over 100 countries and regions.
Market Data
Recommended Reading
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Aave Founder: DeFi’s Next Step Is Financing Solar Power, Robotics, and Space Infrastructure
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The Rise of Circle: From Stablecoin Pioneer to Fintech Segment Leader
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