According to a report by Arkham Intelligence on Arthur Hayes' net worth and on-chain holdings, BitMEX co-founder Arthur Hayes' net worth is estimated to be between $200 million and $350 million. Hayes' wealth exceeded $1 billion during the 2021 bull market, widely reported as one of the youngest billionaires in the crypto industry, but subsequently shrank significantly with the market correction. Hayes' validator on-chain holdings are currently $42 million, with his largest holding being the USDC stablecoin, worth nearly $27 million; he also holds $8.6 million worth of Ether.Fi's EETH and WEETH products, and $8.5 million worth of investments in Ethena (ENA), Lido (LDO), and Pendle (PENDLE). The main component of his wealth is his BitMEX equity holdings. Despite BitMEX reaching a valuation of $3.6 billion in 2019 and boasting an annual trading volume exceeding $1 trillion, its current daily trading volume is approximately $385 million. Arkham conservatively estimates its 2026 valuation at $500 million. As a co-founder, Hayes may have held up to 33% of the shares, but this has likely been diluted after years of turmoil.

According to Huoxun Finance on March 2nd, Arkham's statistics show that "Brother Machi" Huang Licheng has lost $74 million in the past six months. He had been trying to leverage his position to go long on Ethereum since its price reached $4,700 last September. Now, his HL account has only $8,500 left, suggesting he has almost completely lost his money.

According to a report by Cointelegraph on March 2, CryptoQuant analysts stated that approximately 9.09 million Bitcoins are currently unprofitable, representing about 46% of the circulating supply.

Huoxun Finance News, March 2nd - According to Cointelegraph, Greg Cipolaro, Head of Research at NYDIG, stated that Bitcoin would benefit if artificial intelligence disrupts the labor market or triggers volatility, prompting central banks to ease monetary policy. He pointed out that as a "general-purpose technology," AI's impact on employment and economic growth will be transmitted to Bitcoin. If AI-driven growth is accompanied by liquidity expansion and controlled real interest rates, it will support Bitcoin; conversely, if it pushes up real yields and tightens policy, Bitcoin may come under pressure. If AI causes labor market disruptions and leads to monetary easing, the liquidity injection will benefit Bitcoin. He acknowledged that the transformation will present challenges, but expects AI to follow a "historical pattern" of technological development—integration rather than obsolescence.

According to QCPCapital analysis, the cryptocurrency market remained range-bound as tensions escalated in Iran. Following the US attack on Iran last Saturday, Bitcoin and Ethereum fell to lows of $63,000 and $1,910 respectively before rebounding. Approximately $300 million in long liquidations were triggered, a relatively manageable amount, indicating that positioning has eased in recent weeks, potentially shifting Bitcoin's role as a "weekend macro hedge" towards tokenized gold. The options market reacted mildly, with 1-day implied volatility briefly surging to 93% before retreating. Notably, even during the escalation of the conflict, buyers continued to purchase March-expiring Bitcoin call options with strike prices of $74,000 and $75,000, suggesting that some traders were positioning for a March rebound after five consecutive months of declines. Analysts point out that the Trump administration, recognizing the unpopularity of a prolonged war, has indicated that military action will last "about four weeks," a timeframe the market currently seems to tolerate. Despite the positive price action, caution is still warranted as tensions persist.