Crypto + Macro Stuff I'm Looking At Today
...
- Across $ACX up almost 100% on news they may convert token to equity in first-of-kind switch
- Hyperliquid $HYPE adds portfolio margining
- Saylor making big $BTC buys via $STRC (link below)
- CPI (inflation) data came in in-line with expectations
- Iran situation and oil price stuff continue to dominate ze macro
- Lots of criticism of Fantasy Top on the TL, though the Fantasy Top founder also published a big tweet earlier defending the project
- Meta's acquisition of Moltbook continues to catalyze discussion
- Also Nvidia $NVDA is apparently planning to launch an open-source AI agent platform called NemoClaw - which will "allow enterprises to deploy AI agents for their workforces"
- Saw interesting stat that CZ is now richer than Bill Gates (?)
- @xStocksFi points program generating attention among airdrop-enthusiasts
- Nasdaq x Kraken partnership producing lots of talk as well
- $AAVE apparently saw $27M in liquidations from a $wstETH oracle glitch (?)
- Binance is apparently suing the WSJ for defamation re: claims that Iran is using the platform to evade sanctions (link below)
- Etherscan rolls out tool to revoke multiple token approvals at once (link below)
Conclusion
The excitement continues lads!
About to take a nap then head to Muay Thai then hopefully back to the beach for some pirate-maxxing :)
ILY you bros and hope you absolutely kill it today LFG 💪💪💪
Oil has become the momentum trade of choice on Hyperliquid, the crypto exchange fast emerging as a round-the-clock venue for leveraged commodity bets. https://t.co/cU3dg6DrKy
It happened!
Was a great discussion w/ @VitalikButerin.
We went pretty deep into our definitions of acceleration and identified where we agree and disagree.
Huge thx to @eddylazzarin & @shawmakesmagic for co-hosting!
Stay tuned to @a16z media for recording
Justin Sun (@justinsuntron) withdrew 40.76M USDC from the Lighter LLP today.
He then withdrew all the USDC from Lighter, including the USDC he had previously deposited into the LLP (withdrawn in early February), bringing his total withdrawals today to 152M USDC.
This represents roughly 17–18% of Lighter’s total USDC TVL.
The price of LIT dumped 10% after the withdrawals.
0x989919b17E34B2a8F7D3C73299231480D89237d2
0x3879Fa1dAB2BBB06F64a6eED07c21773DCdF19ea
0x37f5465AA1B9528212939B7A7F6Dc7F1Cd754624
0x6808E1Ad982d287E78dAf77821Fcc9F5ad2048Ba
The Hyperliquid Assistance Fund surpassed $1B in total buybacks today, a little over 15 months after $HYPE went live.
This means a total of 41.71M HYPE, currently worth $1.35B, has been burned forever, representing 4.17% of the total supply.
https://t.co/RwHkp4woCS
The Daily Degen - Monday, March 2nd, 2026
Headlines, Lists, Ratios, Airdrops, Macro, Videos, + New Projects! + $BTC, $AAVE, $FAI, $MANTRA, and more!
Shout-out to brilliant accounts mentioned with <10k followers (make sure to give them a follow!):
- @muarmemuar (airdrop gigabrainage)
- @PointsGoblin (more airdrop gigabrainage)
And shout-out to new projects highlighted: @ideavo_ai
And please RT/etc to support!
Link in next tweet 👇
Crypto traders flocked to the Hyperliquid exchange to hedge commodities as the conflict between the US, Israel and Iran erupted https://t.co/qelCgeERhP
The insider insider traded on the investigation into his own insider trading and made over half a million dollars.
https://t.co/o5yF3yvwZy
https://t.co/Mz9FTeT5E0
FactFriday - @LayerZero
This week’s spotlight is on LayerZero and their newest release:
Zero, a new Layer 1 designed for “global market infrastructure” and not just crypto-native apps.
The idea is simple: scale without turning decentralization into a luxury feature.
Zero separates execution from verification using zero-knowledge proofs, so validators don’t have to re-run the same work as everyone else.
That shift is what LayerZero claims unlocks a heterogeneous design (different roles, different hardware requirements) instead of just “every node does everything.”
Multi-Core Zones Instead of One Global Bottleneck:
Zero is built around multiple Atomicity Zones, think concurrent environments governed under one chain so different workloads (trading, payments, general apps) aren’t forced to compete for the same blockspace.
LayerZero positions this as a “multi-core world computer” model, with a scaling target of around 2M TPS per Zone in their roadmap.
Zero is expected to launch in fall 2026, starting with three zones:
• a general-purpose EVM environment,
• a privacy-focused payments setup,
• and a trading-oriented zone spanning multiple asset classes.
TradFi Collaborators:
LayerZero’s announcement highlights collaboration and exploration with Citadel Securities, DTCC, ICE Markets and Google Cloud, with use cases discussed around trading/clearing/settle Factment workflows, tokenized securities + collateral, 24/7 markets, and even micropayments for AI agents.
We operate a LayerZero DVN across 30+ networks, supporting cross-chain verification with our enterprise-grade infrastructure.
Sources:
https://t.co/7pWhoWh2Jq
https://t.co/FHmOsfj1ow
https://t.co/9uNugI8PNe
https://t.co/zbZyEJQCcc
I needed more granular alerts for Hyperliquid.
Custom liquidation thresholds, better funding triggers, real price jump windows, not generic noise.
So I built it.
Deployed a free Telegram bot for Hyperliquid alerts.
- Liquidation alerts for your Hyperliquid wallet (custom threshold + cooldown) added as read-only
-One-shot price-cross alerts (up/down), with multiple alerts per asset
-Funding alerts (negative/positive or custom above/below levels)
-Price jump alerts in time windows (e.g., +5% in 5m / -3% in 10m)
It's vibecoded (there's 0 risk involved) so if you see some bug, have some feedback or would like to have anything added, hit me up.
https://t.co/4fmUSfj3EQ
Pump fun BiP Hackathon applications are now closed.
If you have applied, you are eligible to receive a $250,000 investment from Pump Fund. There are 10 winners remaining.
What happens next 👇
Ray (@0xRay518) is bullish into Nvidia earnings and longed roughly 147K NVDA ($28.3M) today across 2 wallets on Hyperliquid, while still TWAP buying another ~$4M over the next 5 hours.
https://t.co/9LiD5l0T4R
https://t.co/ISOupuiOzp