根据 SoSoValue 数据，截至美东时间 2026 年 3 月 2 日早上八点半，上周全球上市公司（不包含挖矿公司）配置比特币的单周总净买入为 20,879 万美元，相比上周增加 348%。Strategy（原 MicroStrategy) 3 月 2 日宣布投入 20,410 万美元(相比上周购买金额增加 412.8%), 以$67,700 的价格增持 3,015 枚比特币，总持仓达到 720,737 枚。日本上市公司 Metaplanet 上周未购买比特币，连续七周未购买。此外，另有 2 家公司上周购买比特币。日本食物品牌 DayDayCook 于 2 月 25 日宣布投入 422 万美元，以$84,468 的价格购买 50 枚比特币，总持仓达到 2,118 枚；巴西比特币公司 OrangeBTC 于 3 月 2 日宣布投入 47 万美元，以$67,438.14 的价格购买 0.7 枚比特币，总持仓达到 3,723 枚。截至发稿，统计中的全球上市公司（不含挖矿公司）合计持有比特币总量为 981,150 枚，相比上周增加 0.31%，当前市场价值约为 642.6 亿美元，占比特币流通市值的 4.9%。

The Chinese Navy has significantly ramped up its submarine production, according to the U.S. Navy. Bloomberg posted on X that this development could soon lead to the deployment of a new submarine capable of launching nuclear missiles that can reach extensive areas of the United States from Chinese waters. This advancement highlights China's growing military capabilities and its potential impact on global security dynamics.

根据 msx.com 数据，美股开盘，道指跌 1.17%，标普 500 指数跌 1.18%，纳指跌 1.56%。加密板块中，Solana 上涨 2.94%，Strategy (MSTR) 上涨 0.72%；而 Coinbase 下跌 1.82%，Circle 下跌 1.11%，SharpLink 下跌 1.03%，Bitmine 下跌 0.21%。据悉，msx.com 是一个去中心化 RWA 交易平台，累计已上线数百种 RWA 代币，涵盖 AAPL、AMZN、GOOGL、META、MSFT、NFLX、NVDA 等美股及 ETF 代币标的。

Strategy purchased 3,015 Bitcoin last week for $204.1 million, increasing its total holdings to 720,737 BTC with an aggregate acquisition cost of $54.77 billion.The move further cements Strategy’s position as the largest publicly traded corporate holder of Bitcoin.3,015 BTC Added at $67,700 Average PriceAccording to a recent filing, Strategy acquired:3,015 BTCTotal purchase value: $204.1 millionAverage price: approximately $67,700 per coinThe purchase comes as Bitcoin trades near $66,000, suggesting the company continues to accumulate during consolidation phases.Total Bitcoin Holdings Reach 720,737 BTCFollowing the latest buy, Strategy’s Bitcoin balance stands at:720,737 BTCTotal acquisition cost: ~$54.77 billionAverage purchase price across all holdings: ~$75,985 per BTCAt current market prices, the company’s Bitcoin stash is valued at more than $47 billion.Funding: Common Stock and Preferred SharesTo finance the purchase, Strategy raised capital through:Approximately $229.9 million in common stock salesAbout $7.1 million in net proceeds from its Variable Rate Series A Perpetual Stretch Preferred Stock (STRC)The strategy of issuing equity to acquire Bitcoin remains central to the company’s capital allocation approach.Market ReactionBitcoin was trading around $66,000 on Monday morning, while Strategy (MSTR) shares were largely flat in early trading.The latest purchase reinforces Strategy’s continued conviction in Bitcoin as a treasury reserve asset, even amid heightened geopolitical volatility and macro uncertainty.With more than 720,000 BTC on its balance sheet, Strategy remains the dominant corporate proxy for Bitcoin exposure in public markets.

纳斯达克公司计划推出一种允许对主要股票指数进行“是或否”投注的期权合约，成为最新一家进军快速增长的预测市场的交易所运营商。根据提交给美国证券交易委员会的一项规则变更提案，该公司希望在其旗舰产品纳斯达克 100 指数和纳斯达克 100 微型指数上上市“二元期权”。文件显示，纳斯达克合约的定价将在 1 美分至 1 美元之间，反映市场对某一结果实现可能性的看法。这将是纳斯达克首次涉足镜像预测市场的产品。这种所谓的“结果相关期权”将允许交易者就特定事件是否发生采取二元头寸。二元期权是期权合约的简化版本，其赔付取决于对“是或否”命题的结果。预测市场行业列出的金融合约涉及体育、政治和流行文化。与受美国商品期货交易委员会监管的 Kalshi、Polymarket US 和芝商所的事件合约不同，二元期权受美国证券交易委员会监管。纳斯达克的合约目前正等待 SEC 的批准。(金十)

NEAR Protocol experienced a significant rally over the weekend, with its value increasing by 12.4%, positioning it as one of the leading performers among major cryptocurrencies. According to NS3.AI, Solana also recorded moderate gains, rising by 2.1% since Friday. These developments indicate a positive trend for both projects within the broader cryptocurrency market.

French President Emmanuel Macron has announced that France will increase its number of nuclear warheads. According to Jin10, this decision is part of a broader strategy to enhance national security and maintain a strong defense posture. The move comes amid growing global tensions and debates over nuclear armament. Macron emphasized the importance of ensuring France's strategic autonomy and deterrence capabilities. This announcement is likely to spark discussions on nuclear policies and international security dynamics.

据 Gate 数据，现货黄金短线下挫 20 美元，最低至 5347.2 美元/盎司。

French President Emmanuel Macron has reiterated his exclusive control over the nation's nuclear arsenal. According to Jin10, Macron emphasized that the ultimate decision regarding the use of nuclear weapons rests solely with the president. This statement underscores the centralized command structure of France's nuclear capabilities, reflecting the country's strategic defense policy. Macron's assertion comes amid ongoing global discussions about nuclear disarmament and security. The French president's remarks highlight the importance of maintaining a clear chain of command in matters of national security.

Origem Energia SA is set to implement a strategy of storing natural gas in caverns across Brazil. Bloomberg posted on X, highlighting this approach as a means to stabilize the country's renewable-dependent energy grid. This initiative aims to attract data centers with high energy demands by providing a reliable energy source. The move is part of a broader effort to hedge against price fluctuations and ensure a steady energy supply.

Animoca Brands is considering Hong Kong for its upcoming IPO due to the city’s growing digital asset sector. Despite a drop in valuation from $5.9 billion to between $1.5 billion and $3 billion, the company is focused on expanding and has yet to set a firm IPO timeline.