Next week's macro outlook: US and Israel jointly ignite the "Middle East Powder Keg," Non-Farm Payrolls data to be released on Friday

ETH short-term decline of 1.12%: macro liquidity disturbances and whale position reduction resonance intensify volatility

On March 5, 2026, from 16:00 to 16:15 (UTC), the price of Ethereum (ETH) recorded a -1.12% return within 15 minutes, with a price range of 2056.69 to 2087.34 USDT, and an amplitude of 1.47%. Market attention during this period significantly increased, volatility intensified, mainstream coins experienced a synchronized pullback, and short-term traders engaged in frequent speculative battles. The main driver of this fluctuation is macro-level liquidity disturbances. As the Federal Reserve's interest rate decision approaches and the U.S. non-farm payroll data is set to be released on March 6, the market shows divergence in the pace of rate cuts, prompting some short-term funds to choose

70% of assets heavily invested in Bitcoin! Mexican billionaire urges "buy quickly during the dip," and the wealthy dad is also increasing his holdings

Mexican billionaire Ricardo Salinas Pliego is heavily investing in Bitcoin, believing it can hedge against inflation and symbolize personal freedom. Robert Kiyosaki warns that a stock market crash is imminent and continues to increase his holdings in Bitcoin and precious metals, remaining confident. They both believe that Bitcoin has long-term value potential, and the current price dip is a good buying opportunity.

U.S. Treasury yields rise across the board, with market expectations for fewer interest rate cuts

Influenced by Middle East conflicts and inflation concerns, U.S. Treasury yields continue to rise. Initial jobless claims remain at 213,000, and the January import price index growth was below expectations. The market expects non-farm employment to decline, while the futures market anticipates the Federal Reserve will cut interest rates only once by 2026. The 10-year U.S. Treasury yield rose to 4.134%.

Institutions: Unless tomorrow's non-farm payrolls show significant weakness, the US dollar will remain strong.

A strategist at TD Securities stated that if the U.S. non-farm payroll report does not show significant weakness, it will not affect the dollar. They believe the market will focus on the Middle East conflict and its impact on the Federal Reserve's rate-cutting ability, rather than employment data. If oil prices remain high, the dollar should stay strong.

Oil prices surge, interest rate cut expectations cool down! Circle benefits as the target price breaks $100

U.S. stablecoin giant Circle recently surged nearly 8% in stock price, hitting a four-month high, due to soaring oil prices and a cooling of interest rate cut expectations. Mizuho Securities raised its target price to $100, while maintaining a "Neutral" rating, but became more optimistic about profit prospects. Analysts believe that if the Federal Reserve continues to keep interest rates high, Circle's revenue will benefit accordingly, but market competition and regulatory pressures should still be watched carefully.

Trump pressures the Big Seven tech giants to sign "bear the cost of electricity price hikes"! AI data centers consume 12% of electricity in the U.S., and voter anger is fueling the push.

In his State of the Union address, Trump announced the "Rate Protection Commitment," requiring the seven major tech giants to bear the electricity costs of data centers themselves, aiming to alleviate voter dissatisfaction caused by rising electricity prices. However, the commitment lacks legal binding force, and its enforcement mechanism is unclear, raising questions about its effectiveness. The electricity demand from data centers could lead to a 12% increase in nationwide electricity consumption, becoming a political focal point.