Crypto Morning Report: The US used Anthropic in the attack, and this week tokens like RED, HYPE, and ENA will experience large unlocks

Author: Deep Tide TechFlow

Yesterday’s Market Trends

Mystery Account Accurately Bets on U.S. Airstrikes in Iran, Trump Camp Faces Insider Trading Allegations

According to Jin10 Data, last weekend, as global traditional financial markets closed, large amounts of capital flowed into prediction markets like Polymarket and Kalshi, as well as decentralized exchanges such as Hyperliquid. Investors attempted to hedge risks or speculate on the impact of the U.S. and Israel’s attacks on Iran through these platforms. However, this capital frenzy quickly turned into a public opinion storm. On Saturday, numerous questions emerged on social platform X, accusing some insiders of profiting from early knowledge of military strikes in prediction markets. In response to the criticism, a White House spokesperson defended, “The only special interest guiding the Trump administration’s decisions is the greatest interest of the American people.” In fact, efforts to crack down on insider betting related to international conflicts have already begun in some regions worldwide.

Polymarket Defends “Allowing Users to Bet on War,” Claims “Value is Irreplaceable”

According to The Verge, prediction market platform Polymarket defended its decision to allow users to bet on when the U.S. would strike Iran. After actual hostilities in the U.S.-Iran conflict resulted in casualties, the platform faced pressure and issued a statement claiming that prediction markets can “harness collective intelligence to create accurate, unbiased forecasts,” especially in tense situations where this capability is “irreplaceable.” Polymarket also criticized traditional media and X platforms for failing to provide the answers people need. Previously, the platform was involved in controversies, including insider trading rumors during the Super Bowl halftime show and predictions related to the arrest of Venezuelan President Nicolás Maduro.

Kalshi CEO: Will Refund Fees for Markets Related to “Has Khamenei Stepped Down”

Kalshi CEO Tarek Mansour posted on social media regarding the death of Iran’s Supreme Leader Khamenei and related prediction markets: “We will not list markets directly linked to death. When a market might result in death, we design rules to prevent people from profiting from it.”

Specifically, Kalshi will handle “Khamenei stepping down as Supreme Leader” as follows:

• Refund all fees for this market;
• If users opened positions before Khamenei’s death, settlement will be based on the last trading price before his death;
• If users opened positions after his death, full cost will be reimbursed.

Tarek Mansour stated, “No user will lose a dollar on this market. We will settle at the last trading price before Khamenei’s death, which occurred at 1:14 a.m. Eastern Time today.”

MANTRA Token to Complete Upgrade on March 3, Including Code Change and 1:4 Split

According to official MANTRA announcements, the MANTRA token will undergo an upgrade on March 3, including a token code change and a 1:4 split. Users who have stored OM tokens on MANTRA Chain or supported exchanges do not need to take any action; the system will automatically update the token code and increase the token amount fourfold.

The official reminder notes that users holding OM tokens on Cosmos blockchain (such as Stargaze, Osmosis, etc.) face the risk of not receiving the 1:4 revaluation. These users should immediately transfer OM tokens to MANTRA Chain via IBC cross-chain bridge.

Opinion Announces Completion of S1 Snapshot, S2 Now Officially Live

According to official sources, BSC ecosystem prediction market platform Opinion has completed the S1 snapshot, and S2 is now officially launched.

Vitalik Reveals Technical Roadmap: State Tree to Shift to Binary Tree Structure, EVM to Gradually Replace with RISC-V Architecture

Vitalik Buterin recently posted on social platforms, detailing two key upgrade plans for Ethereum’s execution layer: improvements to the state tree and changes to the virtual machine.

The state tree will transition from the current hexary Keccak MPT to a more efficient hash function-based binary tree structure (EIP-7864), expected to deliver four times shorter Merkle branches and 3-100 times proof efficiency improvements, while reducing access costs between adjacent storage slots.

In the long-term plan, Buterin proposes gradually replacing Ethereum Virtual Machine (EVM) with RISC-V architecture to achieve higher execution efficiency, better proof friendliness, and simpler protocol design. This transition will be implemented in three steps: first for precompiles, then allowing users to deploy new VM contracts, and finally transforming EVM into smart contracts based on the new VM.

These upgrades aim to address Ethereum’s main bottlenecks, improve network efficiency, and enhance client-side proof capabilities, laying the foundation for future scalability.

Wall Street Journal: U.S. Used Anthropic AI in Middle East Attacks

According to the Wall Street Journal, the U.S. used Anthropic’s AI technology in Middle East attacks, just hours before which, Trump had issued a ban on Anthropic.

YZi Labs Accuses CEA Industries of Major Shareholder Disclosure Violations

YZi Labs released a report today accusing CEA Industries (Nasdaq: BNC) of serious shareholder disclosure issues. Based on the company’s SEC filings, 10X Capital and its affiliates may hold over 5% of the shares but have not submitted the necessary disclosures as required by SEC regulations. YZi Labs specifically pointed out that Hans Thomas, a board member of BNC and controlling person of 10X Capital, has not filed Form 3 in the past six months, and the “poison pill” plan approved by the board may indicate undisclosed coordinated action groups. YZi Labs urges immediate action to ensure market transparency and protect shareholder rights.

Coolpad Group Spends HKD 38.89 Million to Buy 39,000 Strategy Shares and Sells Call Options

According to Hong Kong Economic Daily, Coolpad Group, listed in Hong Kong, disclosed it spent about HKD 38.89 million (USD 4.98 million) to purchase 39,000 shares of Bitcoin treasury company Strategy. Additionally, the company sold 390 MSTR call options, collecting a premium of USD 51,210 (about HKD 400,000), with expiration on March 6 and strike price at USD 150, 15.8% above MSTR’s Friday close of USD 129.50. If all options are exercised, combined with the sale of shares and premiums, Coolpad expects to realize a profit of about USD 920,000 (approximately HKD 7.19 million).

Michael Saylor Releases Bitcoin Tracker Again, Likely to Disclose BTC Accumulation Next Week

Strategy founder Michael Saylor posted again about Bitcoin Tracker.

Based on previous patterns, Strategy typically discloses BTC accumulation information the day after related announcements.

This week, tokens like RED, HYPE, and ENA will undergo large unlocks

According to Token Unlocks data, RED, HYPE, ENA, and others will experience significant unlocks this week:

• RED will unlock 40.85 million tokens on March 7, worth about USD 6.04 million, representing 16.13% of circulating supply;
• HYPE is expected to unlock 9.92 million tokens on March 6, valued at about USD 316 million; actual announced unlock is 173,000 tokens, worth USD 554,000, representing 0.04% of circulating supply;
• ENA will unlock 40.63 million tokens on March 2, worth about USD 4.21 million, representing 0.53% of circulating supply;
• OP will unlock 19.5 million tokens on March 7, worth about USD 2.38 million, representing 0.98% of circulating supply.

W will unlock 50.41 million tokens on March 7, valued at about USD 926,000, representing 0.92% of circulating supply.

Market Trends

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