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1. Since the US and Israel launched attacks against Iran, Iran has fired hundreds of missiles and over a thousand drones at Gulf countries. Intelligence sources and military analysts say that Iran's drone attacks could disrupt shipping in the Strait of Hormuz for several months, but it remains unclear how long Iran's missile stockpile can last. 2. Iran is one of the world's major drone producers, with the industrial capacity to manufacture about 10,000 drones per month. Estimates of its missile stockpile vary greatly—Israeli military claims about 2,500 missiles, while other analysts believe the number is around 6,000. The supply of missiles and launch devices will be key factors in determining the course of the war. 3. Blocking the Strait of Hormuz is one of Iran's main objectives. After attacking six merchant ships, shipping in this crucial channel—through which one-fifth of the world's crude oil and liquefied natural gas passes—has nearly come to a halt. Experts point out that Iran only needs to demonstrate its ability to hit a few tankers, and the rest can be left to the resulting anxiety. 4. Western intelligence sources say that due to long-term arms transfers to Hezbollah and the Houthi forces, Iran's missile stockpile may have been significantly reduced. If missiles and drones are depleted, Iran may deploy naval mines—it possesses 5,000 to 6,000 mines. Once deployed, clearing them would take months, and the disruption to shipping would have long-lasting effects.

Geopolitical, inflation, and safe-haven logic all point to bullishness, so why is gold still experiencing a pullback? This article dissects the emotional dynamics behind Tuesday's market panic and examines which cognitive chains have been refreshed.

7:00 (UTC+8) - 12:00 (UTC+8) Keywords: USDsui, Aave V4, Arthur Hayes 1. Sources: The UK and US have disagreements regarding cryptocurrency cooperation; 2. Sui Network: Sui Dollar (USDsui) is now live; 3. Anthropic CEO resumes negotiations on AI cooperation agreement with the Pentagon; 4. Aave Labs releases the full transparency audit report for the Aave V4 security plan; 5. Ethereum Foundation: Aims to build the Ethereum network as a trust layer for artificial intelligence; 6. Arthur Hayes: This rebound may be a dead cat bounce, BTC has not yet decoupled from SaaS technology companies; 7. The US SEC has submitted an explanatory document to federal regulators, clarifying how securities laws apply to certain crypto assets.

Golden Ten Data reported on March 5 that U.S. Energy Secretary Wright stated that the impact of the Iran conflict on the energy market is temporary, and it is a "very small price" paid for the United States to achieve its military objectives. The airstrikes by the United States and Israel against Iran, followed by Tehran's response, have intensified regional tensions and caused shipping paralysis in the Strait of Hormuz, disrupting the transport of vital oil and natural gas in the Middle East and driving up energy prices. As concerns grow over the potential long-term closure of the Strait of Hormuz, Asian oil prices rose on Thursday. Wright said: "This is definitely temporary." "The world has ample oil supply and abundant reserves, and U.S. oil production has also reached a historic high. So we will get through this; it's just a small bump in the road." Wright stated that the closure of the Strait of Hormuz is only temporary, and the U.S. Navy will soon escort oil tankers through this waterway, which carries about one-fifth of the world's daily oil consumption.

Jinse Finance reported that bitcoin mining company IREN Limited announced the additional purchase of 50,000 Nvidia B300 GPUs, bringing its total GPU count to 150,000. IREN has now become one of the world's largest AI infrastructure providers. Previously, on February 27 after the US stock market closed, IREN was included in the MSCI US Index, marking another bitcoin-focused company being incorporated into mainstream stock index systems. Being included in the index usually means receiving automatic capital inflows from passive funds and increasing visibility among institutional investors.

Jinse Finance reported that Figure Technology Solutions, a Nasdaq-listed blockchain capital market company, has released its latest business operations report. The report disclosed that the circulating supply of its securitized stablecoin YLDS has increased to $588 millions, a 56% month-on-month growth. YLDS aims to maintain a fixed US dollar price and provide continuous yields through US Treasury bonds and Treasury repurchase agreements. Additionally, the consumer loan market transaction volume in February reached $896 millions, up 10% month-on-month.

In contrast, Barclays Bank is owed approximately 500 million pounds, while Atlas SP Partners, a subsidiary of Apollo Global Management, is owed about 400 million pounds.

Golden Ten Data reported on March 5 that the Chief Investment Office of UBS Global Wealth Management stated in its report that after a significant decline earlier this week, the valuation of the South Korean stock market now appears more attractive. UBS upgraded its rating for local stocks to "attractive" after the South Korean stock market experienced a roughly 20% correction, noting that this correction reflects "technical deleveraging rather than a deterioration in fundamentals." UBS pointed out that, amid supply shortages, DRAM prices remain high, which will support strong earnings growth for South Korean semiconductor manufacturers. "Importantly, this momentum is not just a short-term phenomenon, but is driven by structural trends such as global AI infrastructure development, digital transformation, and South Korea's leading position in advanced manufacturing." UBS expects that by the second half of 2027, DRAM spot prices will nearly double, rising to $1.7 per Gb.

1. Industry insiders revealed that Russia is ready to redirect oil to India to fill the gap caused by Middle Eastern supply disruptions. Currently, oil tankers carrying about 9.5 million barrels of Russian crude are located in waters near India and can arrive within weeks, quickly easing supply conditions for local refineries. Russia is also prepared to supply liquefied natural gas to India, after Qatar, the main supplier, suspended production due to conflict. 2. India is vulnerable to supply shocks, with crude oil inventories sufficient for only about 25 days of demand. About 40% of India's crude oil imports pass through the Strait of Hormuz, and the near closure of this route has forced India to seek alternatives. Government sources said they are looking for alternative supply channels to cope with a situation where the Middle East conflict lasts more than 10-15 days. 3. Industry sources said Russia is ready to help India meet 40% of its crude oil demand. The Indian Ministry of External Affairs, Ministry of Petroleum, and the Russian Embassy in New Delhi did not immediately respond to requests for comment. An Indian source said a few days before the outbreak of hostilities that Indian companies had not been instructed not to purchase Russian oil.