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According to Odaily, 10xResearch stated in the latest issue of WeeklyCryptoKickoff that crypto market positions have been significantly cleared out, funding rates have dropped to lower percentiles, and implied volatility has reset, but overall liquidity remains fragile and structural capital inflows are limited. The report mentioned that the US 10-year Treasury yield has fallen below 4%, ETF capital flows briefly turned to net inflows, and options traders are building two-way exposures around key events in March. The content covers bitcoin and ethereum derivatives positions, volatility trends, capital dynamics, market sentiment, ETF and stablecoin capital flows, as well as expected trading ranges and related market catalysts for the next 1 to 2 weeks.

Glonghui March 2｜Japanese stock markets declined as attacks by the United States and Israel on Iran undermined investor confidence and led to a rise in oil prices. Export-oriented companies such as automobile manufacturers and electronics makers were among the main contributors to the decline, while bank stocks also performed weakly. In contrast, shares of oil producers and shipping companies rose. On Monday, the stock market may generally come under pressure as investors flee risk assets. Industries sensitive to oil prices, such as rubber manufacturers and automobile makers, may be hit the hardest. The vice president of Pasol Research Institute stated that the Japanese stock market is particularly vulnerable because the country is "highly dependent on crude oil supplies from the Middle East." Due to rising oil prices, transportation industries such as airlines, shipping, and land transport may face sales pressure, while defensive stocks may provide some support.

Jinse Finance reported that the key events and data for this week are as follows: 1. Monday: ① Data: US February S&P Global Manufacturing PMI final value, US February ISM Manufacturing PMI. 2. Tuesday: ① Event: FOMC permanent voting member and New York Fed President Williams delivers a speech. 3. Wednesday: ① Data: US API and EIA crude oil inventory data for the week ending February 27; US February ADP employment numbers, US February S&P Global Services PMI final value, US February ISM Non-Manufacturing PMI. ② Event: 2026 FOMC voting member and Minneapolis Fed President Kashkari delivers a speech. 4. Thursday: ① Data: US February Challenger job cuts, US initial jobless claims for the week ending February 28. ② Event: The Federal Reserve releases the Beige Book on economic conditions. 5. Friday: ① Data: US February unemployment rate, US February nonfarm payrolls (seasonally adjusted), US January retail sales month-on-month. 6. Saturday: ① Data: US total oil rig count for the week ending March 6; China’s February foreign exchange reserves. ② Event: 2026 FOMC voting member and Cleveland Fed President Mester delivers a speech on the US dollar’s safe-haven status. (Golden Ten Data)