AI 概要
展开
仅需 30 秒，即可快速掌握文章内容并判断市场情绪！
以下是近期加密货币和 DeFi 领域的一些主要进展：
1) MARA 在 3 月 4 日至 3 月 25 日期间售出 15,133 枚 比特币，价值约 11 亿美元，并已使用这笔资金为其 2030 年和 2031 年到期的 0% 可转换优先票据提供了 10 亿美元的回购资金。
该公司同意以 3.229 亿美元回购约 3.675 亿美元的 2030 年票据，并以 5.899 亿美元回购 6.334 亿美元的 2031 年票据，有效地以折扣价偿还了债务。
----------
2) 商品交割交易委员会 (CFTC) 主席 Michael S. Selig 宣布启动创新任务组，随着加密货币和人工智能等领域活动的增长，为美国衍生品市场的新兴技术提供更清晰的监管调整方向。
该倡议最初将重点关注加密货币资产、公链、人工智能和预测市场，以支持负责任的创新，同时保持美国的竞争力。
在 Michael J. Passalacqua 的领导下，该任务组还将与包括美国证券交易委员会 (SEC) 及其加密货币任务组在内的机构进行协调，以与创新咨询委员会一起统筹监管。
----------
3) Robinhood的董事会批准了一项新的 15 亿美元份额回购计划，预计在未来三年内已成交，并可根据市场状况灵活调整。
这是建立在其 2024 年和 2025 年宣布的上一级计划基础上的，Robinhood 已以约 45 美元的平均价格回购了超过 2500 万份份额，总计超过 11 亿美元。
----------
4) 据报道，ParaFi Capital 已为一只新的风险投资基金筹集了 1.25 亿美元。
据彭博社报道，这家总部位于纽约的公司将新资金重点投入到稳定币、代币化和机构链上金融等领域。
在新基金之外，自 2025 年初以来，ParaFi 还为其更广泛的数字资产交易策略筹集了另外 3.25 亿美元，使管理的总资产达到约 20 亿美元。
----------
5) Grayscale 已申请在 3 月 20 日推出 HYPE ETF，为公域带单市场提供对 Hyperliquid 原生代币的敞口。
拟议的基金如果获得批准，将在纳斯达克以 GHYP 为代码进行交易，将使用 CoinDesk 基准数据跟踪 HYPE，并通过 Coinbase Custody 托管资产。
----------
6) NYSE Arca 和 NYSE American 已成为最后取消 25,000 份合约上限的美国主要兑换，取消针对 现货 BTC 和 ETH ETF 期权的限制，使加密货币 ETF 期权的处理方式与全部主要美国兑换的其他基于商品的 ETF 期权保持一致。
随着 SEC 免除标准等待期，这些更改立即生效，并允许这些产品作为 FLEX 期权（活期兑换期权）进行交易。
另外，纳斯达克 ISE 仍在寻求批准，将 IBIT 特定的限仓提高到 100 万份合约。
----------
7) Kalshi 和 Polymarket 正在 收紧控制 围绕 内幕交易和市场操纵，因为参议院对预测市场的审查日益严格。
----------
8) 交易策略 stated in its official press release that it is expanding its capital-raising platform with new at-the-market programmes for up to $21B of STRC preferred stock and $21B of MSTR common stock.
The filing also adds new sales agents, keeps prior MSTR and STRC issuance programmes in place, and replaces the prior STRK programme with a new $2.1B STRK facility.
----------
9) Morgan Stanley has advanced its 现货比特币 ETF 申请 with a second amended S-1 filing, adding key operational details including the ticker, MSBT, proposed NYSE Arca listing, and seed basket structure.
----------
10) Amundi, Europe’s largest asset manager, has launched the Spiko Amundi Overnight Swap Fund (SAFO), a tokenized fund debuting with $100M in committed 资产管理规模 across Ethereum and Stellar.
Designed for treasury and collateral management, the fund offers near-instant 结算, multi-货币 申购s and 兑换s, and 24/7 transferability, with Chainlink providing 链上 NAV reporting.
----------
11) Kalshi is reportedly raising $1B in a new funding 轮次 at a $22B valuation, marking a sharp step-up from its 上一级 $11B valuation 跟单ing its late-2025 Series E raise.
----------
12) Moody’s announced the launch of its new 网络-agnostic Token Integration Engine (TIE).
The first rollout is on the Canton 网络, where Moody’s is also operating a 节点, embedding credit insight directly into 公链-based 金融 workflows rather than leaving it as a separate 链下 输入.
----------
13) Flow Traders, a leading global technology-enabled principal 交易ing firm and 流动性 provider, is expanding its 24/7 OTC desk into tokenised 资产, offering two-way 流动性 in products such as Franklin Templeton’s BENJI and Tether 黄金 (XAUT).
The development allows 机构 客户 to 交易 and hedge exposure outside traditional market hours 使用ing either 法幣 or 稳定币s.
----------
14) Evernorth, a 加密货币 treasury firm focused on building 机构 exposure to XRP, has filed an S-4 with the SEC to go public via a $1B SPAC merger with Armada Acquisition Corp. II.
The company’s 交易策略 focuses on holding and actively deploying XRP, and the combined entity is expected to launch with at least 473M XRP on its 余额 sheet.
If 已完成, the Nasdaq listing would 仓位 Evernorth as a dedicated vehicle for both 价格 exposure and 收益 generation.
----------
15) Polymarket has acquired 加密货币 payments startup Brahma in a move aimed at improving the platform’s 交易ing experience and deepening 流动性, particularly in thinner, niche prediction markets, according to its 资产说明 on 周三.
----------
16) HIVE Digital Technologies announced that its first AI GPU cluster in Paraguay is now live, marking an early move beyond bitcoin mining and into 高-表现 computing.
The Asunción-based deployment, part of its BUZZ AI Cloud platform, is already 运行中 large language model training workloads and will serve as a proof-of-concept for scaling AI infrastructure across the company’s hydro-powered footprint in the 国家/地区.
----------
----------
CLUSDT is a crude oil-linked 永续合约 quoted against USDT, with its pricing anchored to CL - the index that tracks the front-month WTI crude oil 交割合约 (Bybit: USOUSD).
As the key benchmark for US oil 价格 discovery, CL is the instrument through which the market most directly reprices changes in crude fundamentals. That importance extends well beyond the energy complex - movements in oil feed directly into fuel costs, inflation expectations, transport margins and broader cross-asset risk sentiment.
As a result, CL is closely watched across both traditional 金融 and 加密货币 markets, especially in light of the 进行中 Middle East conflict.
What's driving CL at present is a sharp repricing of a global oil shock.
In its March 2026 Oil Market Report, the IEA said the war in the Middle East is creating the largest 供应量 disruption in the 历史记录 of the global oil market.
It 记录ed that crude and product flows through the Strait of Hormuz had fallen from around 20M barrels per day (mb/d) before the war to minimal levels, and that Gulf producers had cut total oil production by at least 10 mb/d as storage 全部成交 and alternative export capacity proved limited.
The crisis has intensified global energy pressures, with Chevron warning of a potential California fuel crisis, hundreds of fuel 做空ages reported in Australia, the Philippines declaring a national energy emergency, and Asian nations reportedly hoarding jet fuel.
READ 更多: