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On March 4th, TKResearch Trading cited Nansen data indicating a phenomenon of controlling CHZ before the World Cup. Currently, the total circulating supply of CHZ is 10.15 billion tokens, of which 5.63 billion are in Chiliz wallets and cross-chain bridges. The net circulating supply on trading platforms is approximately 3.15 billion tokens. Since December 11th, trading platforms have experienced a net outflow of 150 million tokens. During this period, new addresses bought 384 million CHZ, and after the price doubled, they continued to increase their holdings. These large holders of CHZ account for 28% of the reserves on trading platforms and 13% of the net circulating supply.

On March 4th, Coinbob monitoring showed that the largest short whale on the Hyperliquid platform continued to reduce positions to take profits, with a total reduction of approximately $1 million. The current holdings are about $4.67 million, with an unrealized profit of $200,000. Meanwhile, the largest long address holds $5.86 million in long positions, with an unrealized loss of $210,000, indicating intense market volatility.

On March 4th, analyst Murphy pointed out that Bitcoin's short-term swing signal BRS has started to change after nearly a month of stability. BRS=100 indicates a buy point, while returning to 0 indicates a sell point. Historical data shows that the BRS signal has an approximately 81.8% success rate. Recently, BRS reached 100 on February 2nd. If it returns to 0 with the price above $75,000, it will be considered a successful signal, mainly suitable for rebound traders.

On March 4th, according to official news, South Korea's largest crypto trading platform CEX will launch Definitive (EDGE), supporting KRW, BTC, and USDT trading pairs.

On Polymarket, one account successfully predicted the Israel attack on Iran and bet that U.S. troops would enter Iran before March 31. Although the United States currently primarily uses airstrikes and other methods to target Iran, there are significant strategic risks associated with ground operations, and a full invasion still faces substantial obstacles.

On March 4, according to Lookonchain monitoring, Antalpha deposited another 3,000 XAUT (worth $15.39 million) into CEX two hours ago. It is reported that Antalpha currently still holds 59,033 XAUT (approximately $302.7 million), making it the largest holder of XAUT outside of Tether.

On March 4th, US Bitcoin spot ETF net inflows reached $225.2 million, with BlackRock IBIT and Valkyrie BRRR performing well, while Fidelity FBTC and Grayscale GBTC experienced net outflows. Meanwhile, Ethereum spot ETF saw a net outflow of $10.8 million, with BlackRock ETHA performing strongly, while Fidelity FETH and Grayscale ETHE declined.

Abraxas Capital continues to short on the Hyperliquid platform's gold mapping contract xyz:GOLD, currently holding a position of $30.1 million, making it the largest on-chain gold short. Recently increased the position to $5,281,000, with an unrealized profit of approximately $680,000, and deposited $7.5 million to expand the short position. At the same time, it holds $6.85 million in Tether Gold spot. Since November last year, its total holdings have shrunk from $920 million to about $40 million.

On March 4th, crypto journalist Eleanor Terrett posted on social media that, according to three informed sources, the CEX team, including CEO Brian Armstrong, visited the White House today. It is currently unclear whether they met directly with Trump.

On March 4th, according to CEX market data, as panic sentiment continued to intensify, the Korea KOSPI Index plummeted 12% intraday, closing at 5096.16 points.

On March 4th, Ark Invest increased its holdings of CEX and Robinhood stocks through three ETFs, continuing to expand its investment in crypto-related stocks. Ark bought 22,452 shares of CEX and 158,587 shares of Robinhood amid market volatility, indicating a long-term optimism for crypto platforms.

According to PolyBeats monitoring, insiders purchased a prediction on Polymarket that Saudi Arabia will strike Iran before March 31 for $8,500, supported by intelligence. Israeli officials confirmed that Saudi Arabia will carry out a retaliatory strike, causing the market probability to rise to 63%. Saudi Arabia's role in geopolitics is quite complex; on the surface, it maintains relations with Iran, but in reality, it shares intelligence with the US and Israel, aiming to eliminate security threats.

Santiment analysis indicates that the current social media discussion volume for "Shanzhai Season" has dropped to a low point. Historical experience suggests this could be a precursor to a market rebound. Although low discussion volume does not absolutely predict an explosion, the trending correlation with altcoins like DOGE is worth noting.

Ali Qwen team technical leader Lin Junyang resigned on March 3rd, followed by other team members leaving due to organizational restructuring and personal technical judgments. Zhipu AI CEO expressed interest in recruiting. Internal feedback on Qwen-3.5 has been unfavorable.

On March 4th, according to on-chain analyst Ai Yi (@ai_9684xtpa) monitoring, address 0x7c7…1F7e6 opened a position 10 hours ago with $5.59 million worth of WBTC and ETH. Last night, during the market rebound, this address made a single on-chain purchase of 1,481.67 ETH at an average price of $1,995 and bought 37.62 WBTC at an average price of $67,604. It has now been transferred to address 0x0EA…34a54.

On March 4th, Citrini Research, the author of the "End of Day Report," commented on the recent plunge in the Japanese and Korean stock markets, stating that based on experience, intense deleveraging events rarely stay confined to a single trading day. "Today I did not make any aggressive buy-the-dip moves." Previously, the research firm Citrini Research released a report introducing the concept of a "Global Intelligence Crisis," warning that AI could trigger a "bottoming competition" for knowledge-based jobs, disrupting the industry and credit chains built around white-collar productivity. The report caused a sharp decline in the US stock market on Monday.

According to PolyBeats monitoring, prediction trading accounts related to GPT in the market successfully bought GPT-5.3 upon its release, with a probability exceeding 99%. OpenAI hinted that the release of GPT-5.4 might be moved up, which has attracted attention. The total open position amount is $26.8k.