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Bitcoin and Gold Diverge as Iran Conflict Shifts ETF Flows

According to a JPMorgan investor note, the traditional correlation between Bitcoin and gold has significantly broken down due to the Iran conflict, with the two safe-haven assets moving in opposite directions. While geopolitical instability typically drives unified flows into havens, capital is now shifting toward Bitcoin. Since February 27, major gold ETFs have seen outflows of about 2.7% of assets under management. In contrast, BlackRock’s iShares Bitcoin Trust (IBIT) recorded inflows of approximately 1.5% in the same period. This reversal indicates growing institutional preference for Bitcoin ETFs over gold, despite crypto's higher volatility. JPMorgan also noted rising short interest in IBIT amid the conflict, even as ETF inflows continue.

TheNewsCrypto03/13 12:59

Bitcoin and Gold Diverge as Iran Conflict Shifts ETF Flows

TheNewsCrypto03/13 12:59

50 Million USDT for 35,000 USD worth of AAVE: How Did the Disaster Happen? And Who Should We Blame?

In a catastrophic DeFi transaction, a user swapped 50.43 million aEthUSDT (Aave interest-bearing USDT) for only 327.24 aEthAAVE (worth ~$35,900), resulting in a near-total loss of value. The transaction was a collateral swap executed via CoW Protocol’s settlement system and Aave’s interface. The failure occurred due to a deeply flawed routing path: after redeeming USDT from Aave, the funds were routed through a highly liquid Uniswap V3 USDT/WETH pool (correctly executing the first swap). However, the entire amount of ~17,958 WETH was then sent to a tiny SushiSwap V2 AAVE/WETH pool with only ~331 AAVE and ~17.65 WETH in reserves. The massive trade drained 99.9% of the pool's AAVE, resulting in an effective execution price of ~$154,114 per AAVE—over 1000x worse than market price. Critical systemic failures were identified: 1. Aave’s interface requested a CoW quote without including critical hook metadata, leading to an inaccurate quote. 2. CoW’s solver competition logic deemed any quote with non-zero output and positive gas cost as "valid," with no sanity checks against market price or liquidity depth. 3. The routing algorithm modeled the tiny SushiSwap pool as a valid execution venue purely based on its constant-product formula, ignoring the economic absurdity. 4. Aave’s UI only provided a soft warning (a checkbox) for high price impact instead of a hard stop. The lost value was instantly arbitraged in the next block, benefiting MEV searchers and block builders. The core protocols (Aave, CoW Settlement, Uniswap, SushiSwap) functioned as coded. The primary blame lies with CoW’s inadequate routing quality controls and Aave’s flawed interface quote generation and weak risk safeguards.

Odaily星球日报03/13 12:47

50 Million USDT for 35,000 USD worth of AAVE: How Did the Disaster Happen? And Who Should We Blame?

Odaily星球日报03/13 12:47

CLARITY Act May Not Pass Before April, Says Senate Leader John Thune

Senate Majority Leader John Thune stated that the CLARITY Act, a key cryptocurrency market structure bill, is unlikely to be considered before April. The legislation aims to clarify regulatory roles for digital assets in the U.S., specifically defining the responsibilities of agencies like the SEC and CFTC. Lawmakers are currently prioritizing other pressing issues, including the SAVE America Act. Thune expressed hope that the market structure bill would advance later, though not immediately. There are concerns that delays could hinder U.S. competitiveness, as other countries like China may gain ground in crypto innovation. Despite the postponement, there is optimism that the bill could pass in 2026 if negotiations proceed smoothly. The act seeks to reduce regulatory uncertainty and support innovation in the digital asset market.

TheNewsCrypto03/13 12:38

CLARITY Act May Not Pass Before April, Says Senate Leader John Thune

TheNewsCrypto03/13 12:38

Lobsters Not Yet Grown, Giants Already Casting Nets: OpenClaw Ecosystem Faces Enclosure Crisis

The article discusses the controversy surrounding Chinese tech giant Tencent's launch of SkillHub, a localized platform for the OpenClaw ecosystem. OpenClaw founder Peter Steinberger publicly accused Tencent of copying the project without providing support, specifically criticizing its impact on official download statistics. Tencent responded that SkillHub is a mirror site designed to serve Chinese users, citing reduced bandwidth strain on the official source and offering sponsorship. Steinberger countered that the core issue was not technical but a lack of prior communication and the risk of Tencent controlling user access and data. The author argues that the incident reflects a broader pattern of major Chinese tech companies exploiting open-source ecosystems for market dominance. While mirror sites are common in China, Tencent’s move is seen as an attempt to capture the user entry point and potential future commercialization of the Agent-based AI ecosystem represented by OpenClaw. The article warns that such platforms, under the guise of localization and convenience, may eventually lead to walled gardens where Tencent controls distribution, visibility, and monetization—echoing past strategies in sectors like ride-hailing and short-video platforms. The piece concludes that OpenClaw’s open, community-driven vision is at risk of being co-opted by corporate interests before it fully matures.

比推03/13 12:32

Lobsters Not Yet Grown, Giants Already Casting Nets: OpenClaw Ecosystem Faces Enclosure Crisis

比推03/13 12:32

Pharos Network Expands RealFi Alliance, Joins Forces with Strategic Research and Intelligence Partners to Enhance Institutional Transparency

Pharos Network, a RealFi inclusive financial Layer 1 project, has expanded its RealFi Alliance by adding strategic "Smart Partners" focused on research, data, and institutional infrastructure. The new partners include Dune, Four Pillars, Web3Caff Research, Anchorage Digital, Alchemy, Aquaflux, and Yield Network. These collaborations aim to address information asymmetry and enhance institutional transparency in decentralized markets. Key initiatives include in-depth institutional research, real-time verifiable dashboards for RWA fund flows, enterprise-grade RPC infrastructure, federally regulated banking and custody services, on-chain treasury management, and improved capital efficiency. A core objective is to establish a standardized "RealFi Research Framework" to measure RWA performance, risk, and compliance. According to Pharos CEO Wish Wu, the partnership ensures that assets on Pharos receive the same level of scrutiny and transparency as traditional capital markets. Pharos Network is a modular Layer 1 blockchain designed for RealFi, combining institutional-grade asset circulation with decentralized composability. It is developed by a team with backgrounds from Ant Group and backed by investors like Hack VC and Faction VC.

marsbit03/13 12:26

Pharos Network Expands RealFi Alliance, Joins Forces with Strategic Research and Intelligence Partners to Enhance Institutional Transparency

marsbit03/13 12:26

Ethereum Address Poisoning Attack Escalates: After One Transfer, He Received 89 Alert Emails

Ethereum address poisoning attacks have evolved into a highly automated and industrialized threat, as highlighted by a user who received 89 alert emails after just two legitimate stablecoin transfers. Attackers monitor blockchain activity to identify targets, then generate and send fake addresses with similar starting and ending characters to the victim’s transaction history, aiming to trick users into copying the wrong address in future transactions. A 2025 study revealed that between July 2022 and June 2024, Ethereum saw 17 million poisoning attempts affecting 1.3 million users, causing at least $79.3 million in losses. The problem has intensified since the Fusaka upgrade in December 2025, which reduced transaction fees and enabled attackers to scale poisoning efforts—evidenced by a massive increase in dust transactions (e.g., USDT dust transfers surged 612%). The core defense remains vigilance: always verify addresses before sending funds. Use tools like Etherscan’s address labels, ENS domains, and address highlighting to distinguish legitimate addresses. Enable wallet whitelisting and heed warnings when copying suspicious addresses. As transactions become cheaper and attacks more frequent, user awareness and improved interface designs are critical to mitigating risks.

marsbit03/13 12:06

Ethereum Address Poisoning Attack Escalates: After One Transfer, He Received 89 Alert Emails

marsbit03/13 12:06

The Beacon Has Arrived: ETHB Illuminates the Path to Ethereum's Institutionalization

BlackRock's iShares Ethereum Staking ETF (ETHB) launched on Nasdaq on March 12, marking a pivotal moment in Ethereum's institutional adoption. Unlike existing Ethereum spot products, ETHB integrates staking rewards, allowing investors to gain exposure to both ETH’s price and its yield-generating capabilities—addressing a critical gap in earlier offerings. Prior to ETHB, Ethereum spot ETFs failed to capture the asset’s core value proposition as a productive” asset with an annual yield of 3-5%. This structural mismatch contributed to sluggish institutional inflows compared to Bitcoin ETFs. Meanwhile, Ethereum’s underlying infrastructure adoption surged, with RWA supply growing 7x and stablecoin supply doubling since mid-2024, as institutions increasingly used Ethereum for tokenized assets and settlements. ETHB also challenges alternative structured products like digital asset trusts, potentially redirecting capital back to native ETH. The launch comes as Ethereum shows deeply undervalued signals—with MVRV below 1 and prices still below all-time highs—while maintaining low issuance (0.8% annually) and strong network utility. Ultimately, ETHB serves as a litmus test for institutional acceptance of Ethereum’s dual role as a yield-bearing asset and foundational layer for tokenized finance.

marsbit03/13 11:58

The Beacon Has Arrived: ETHB Illuminates the Path to Ethereum's Institutionalization

marsbit03/13 11:58

The Next Bitcoin Bull Market May Begin with a Private Credit Crisis

The next major Bitcoin bull market may be triggered by a crisis in the private credit sector, according to an analysis by Jordi Visser. Although Bitcoin and other liquid assets are typically sold off first during a liquidity crisis, the core opportunity arises in the subsequent phase when governments intervene with stimulus measures. The private credit market, valued at around $3 trillion and projected to reach $5 trillion by 2029, is showing signs of stress, including redemption limits and asset write-downs. A significant risk stems from heavy exposure to software companies, whose business models are being disrupted by AI, undermining assumptions about stable cash flows and high margins. Bitcoin is currently under pressure due to its correlation with both software stocks and global liquidity conditions. However, historical patterns—such as during the March 2020 crash and the 2023 regional banking crisis—show that Bitcoin tends to decline sharply during initial panic but rebounds strongly once policymakers inject liquidity. The U.S. financial system, characterized by high sovereign debt and deep financialization, is unlikely to tolerate prolonged credit contraction. When retail and institutional funds are exposed to opaque private credit risks, government intervention becomes inevitable. Bitcoin, originally conceived as a peer-to-peer electronic cash system resistant to centralized financial control, stands to benefit from such interventions. Its underlying value is reinforced when governments bail out over-leveraged, non-transparent systems. As financial infrastructure evolves toward 24/7 operation and AI accelerates economic transactions, Bitcoin’s role as a neutral, scarce, digital asset may grow more critical. In summary, a private credit crisis could catalyze Bitcoin’s next bull run by exposing systemic fragility, triggering policy responses, and ultimately validating Bitcoin’s original thesis: a hedge against financial instability and arbitrary monetary expansion.

marsbit03/13 11:55

The Next Bitcoin Bull Market May Begin with a Private Credit Crisis

marsbit03/13 11:55

From OpenSea to OpenRouter: The Business Strategy of a Serial Entrepreneur in 'Aggregation'

From OpenSea to OpenRouter: The "Aggregation" Playbook of a Serial Entrepreneur Alex Atallah, co-founder of OpenSea (the largest NFT marketplace, once valued at $13 billion), left at the NFT market's height before its collapse. He has now founded OpenRouter, an AI model aggregation platform that unifies API access to over 500 models (including Claude, GPT, and DeepSeek) and charges a 5% fee on transactions. OpenRouter simplifies developer access by providing a single interface, avoiding the complexity of dealing with multiple providers, separate registrations, and API inconsistencies. Its growth has been rapid: monthly transaction volume surged from $800,000 in October 2024 to $8 million by May 2025, with annual processed value exceeding $100 million. The company, recently valued at $500 million after a $40 million funding round led by a16z, benefits from the AI boom and tools like OpenClaw, which uses OpenRouter as a default provider. Atallah’s strategy remains consistent: he doesn’t bet on which specific asset or model will succeed but instead positions himself as the essential intermediary in fragmented market—aggregating supply and capturing value through transaction fees. His approach highlights the power of building platforms that become critical infrastructure, regardless of which trend emerges next.

比推03/13 11:34

From OpenSea to OpenRouter: The Business Strategy of a Serial Entrepreneur in 'Aggregation'

比推03/13 11:34

Bitcoin Tax Battle: Bitcoin Policy Institute Pushes For Inclusion, Coinbase Tackles Allegations

The Bitcoin Policy Institute (BPI) has released a report addressing ongoing U.S. legislative efforts to establish a Bitcoin de minimis tax exemption. Pro-crypto Senator Cynthia Lummis is advocating for a standalone bill proposing a $300 transaction threshold and a $5,000 annual cap, alongside measures to prevent double taxation for miners and stakers. The bill is projected to generate $600 million over a decade. However, with midterm elections approaching and Lummis leaving the Senate in 2027, BPI warns that the window for passing such legislation is narrowing. Meanwhile, Coinbase has denied allegations that it lobbied against the tax exemption to favor stablecoins, with its Chief Policy Officer stating the company "has never and will never lobby against Bitcoin."

bitcoinist03/13 11:32

Bitcoin Tax Battle: Bitcoin Policy Institute Pushes For Inclusion, Coinbase Tackles Allegations

bitcoinist03/13 11:32

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