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BlockBeats News, March 3rd: According to on-chain analyst Yu Jin, a whale switched back to BTC after making a $600k profit from holding gold: · A month ago, the whale purchased 1637 XAUt for 8.1 million USDC at a price of $4,948. · Today, after a month, gold has risen by over $5,300. He sold the 1,637 XAUt (worth $8.7 million) 9 hours ago and exchanged it for 125.9 WBTC. · XAUt was sold at $5,315, and WBTC was bought at $69,091.

On-chain analyst Yu Jin's monitoring shows that Huang Licheng, after losing $26.5 million in the sharp decline on October 11 last year, has continued to adopt a small-scale rolling long strategy. Whenever his account losses approach the limit, he transfers 250,000 USDC to increase his long positions. Over the past four and a half months, he has lost another $16.2 million, bringing his total losses on the Hyperliquid platform to $27.53 million.

BBX News: Yesterday, during the deep game phase of global institutional crypto allocation, listed companies demonstrated a significant shift from “asset appreciation” to “protocol supply control” and “diversified hard asset hedging”: — Hegemonic holdings update: Strategy disclosed yesterday that it has increased its holdings to 720,737 Bitcoin. Over the past week, the company has been accumulating at high frequency through its ATM program, now locking in over 3.4% of the global BTC total supply, establishing its absolute position as the “corporate Bitcoin central bank.” — Ethereum supply locked: An exchange confirmed its Ethereum holdings have risen to 4.474 million ETH, successfully controlling 3.71% of the global circulating supply. Currently, more than 3.04 million ETH have been staked, and it is building on-chain financial discourse power by controlling underlying protocol supply. — Dual capital efficiency arbitrage: ProCap Financial purchased another 450 Bitcoin yesterday, bringing its total holdings to 5,457. CEO Pompliano has significantly increased net asset value (NAV) per share by employing a dual leverage strategy of “buying Bitcoin and repurchasing shares,” capitalizing on market volatility. — All-weather defensive strategy: Neptune Digital Assets announced the launch of “tokenized physical asset” allocation, introducing tokenized gold and silver via a DCA model. This marks that by 2026, corporate treasuries are building all-weather defensive systems across asset classes through RWA (real-world assets). The market is showing a clear new dual trend of “protocol control competition” and “multi-asset treasury management.” Source: bbx.com