SpaceX 将其 IPO 目标估值提高至 2 万亿美元以上，该公司正准备向潜在投资者推介这一可能是史上最大规模的 IPO。SpaceX 估值在数月内将增长近三分之二。今年 2 月，SpaceX 收购 Elon Musk 旗下 xAI 后，合并公司估值为 1.25 万亿美元。若以超 2 万亿美元估值上市，SpaceX 市值将超过标普 500 指数中除 Nvidia、Apple、Alphabet、Microsoft 和 Amazon 之外的所有公司，也将超过 Meta 和 Tesla。SpaceX 已秘密提交 IPO 申请，上市最早可能在 6 月进行，预计筹资至多 750 亿美元，远超此前最大 IPO——Saudi Aramco 2019 年 290 亿美元的纪录。所筹资金将用于太空 AI 数据中心和月球工厂项目。SpaceX 已选定 Bank of America、Citigroup、Goldman Sachs、JPMorgan Chase 和 Morgan Stanley 担任 IPO 主要承销商，并计划于下周一召开银行团电话会议，4 月晚些时候进行分析师简报。Bloomberg Intelligence 分析师指出，SpaceX 2026 年营收接近 200 亿美元，其中发射业务和 Starlink 贡献了大部分收入。

NFT projects are increasingly emphasizing intellectual property (IP) and utility as speculative demand diminishes. According to NS3.AI, CoinDesk Research reported over $13 million in retail sales for Pudgy Penguins, highlighting a shift in the market. Industry executives note that scarcity alone is insufficient to maintain value, urging projects to develop robust business models, achieve product-market fit, and establish sustainable use cases to remain competitive.

On April 3, the market's core issues have shifted from purely war-related risks to a structural impasse characterized by persistent inflation and policy constraints. According to BlockBeats, energy concerns remain unresolved, with Russian exports affected and OPEC+ potentially increasing output. The U.S. has not discussed releasing reserves, and the uncertainty surrounding the Strait of Hormuz continues to keep oil and diesel prices high. Additionally, tariffs on steel, aluminum, and potential pharmaceutical tariffs indicate that cost pressures are spreading from energy to broader manufacturing and consumer sectors, with global supply chain pressures persisting and even expanding. On the policy front, liquidity support is confirmed to be unavailable. Key Federal Reserve officials are inclined to maintain the status quo, opting to adjust liquidity structures through regulatory tools rather than rate cuts. The IMF has pointed out that there is almost no room for rate cuts in the coming year, indicating a systemic revision of market expectations for policy easing. With inflation driven by energy and employment not yet significantly deteriorating, monetary policy remains constrained, lacking conditions for asset valuation expansion. In this context, financial behavior is becoming more conservative and short-term focused. Changes in gold reserves and the divergence in fundamentals between technology and traditional industry companies are evident. Bitcoin remains in a passive pricing state, unable to effectively break through the liquidity pressure zone around 69,400, indicating insufficient buying momentum. Meanwhile, liquidity continues to accumulate near 65,500, which could become a major release point if macro pressures intensify. Overall, the market has entered a "high inflation expectations + policy constraints + war expansion" environment. With liquidity unable to ease, supply chains disrupted, and geopolitical risks lacking resolution, price fluctuations increasingly reflect capital redistribution. In the short term, the market is expected to remain in an unstable equilibrium.

Ethereum's dominance in the non-USD stablecoin market has decreased significantly, according to recent data from Dune and Visa. At the beginning of 2023, Ethereum held a 90% market share, which has dropped to 65% by February 2026, indicating that other blockchains are rapidly gaining ground. Despite this decline, Ethereum remains the primary blockchain for stablecoin issuance. According to ChainCatcher, Ethereum ranks fifth in terms of the number of independent senders within the stablecoin network. However, the overall user adoption within its ecosystem continues to grow. The number of independent senders has surged from 2,000 last year to 12,000, reflecting a rapid expansion of the stablecoin ecosystem.

On April 3, Jupiter's trading volume experienced a significant increase following the ongoing developments surrounding the Drift theft incident. According to BlockBeats, the situation was further influenced by Jupiter's official statement that the platform was not affected by the event. This led to some funds potentially exiting through Jupiter, causing a 3.1% rise in JUP, with its peak briefly surpassing $0.16. During this period, a major whale with the address starting 0x8b0 on Hyperliquid closed a JUP short position within half an hour, incurring a loss of approximately $33,700. The closing average price was $0.1625, with the position previously valued at $1.22 million, marking it as the largest short position on the platform.

Amazon plans to acquire Globalstar for $9 billion, marking a significant move in the satellite industry. According to PANews, this acquisition is not just a typical merger but highlights the transition of low-Earth orbit satellite competition into a phase of resource integration. The article examines Amazon's strategic efforts to catch up with Starlink, focusing on spectrum resources, industry dynamics, and ecosystem competition. Additionally, it explores Apple's pivotal role in this evolving landscape. The low-Earth orbit satellite sector is shifting from a space technology race to a battle over global communication infrastructure and future network gateways.

The price of XPL token experienced significant volatility on April 3, according to BlockBeats. Monitoring data from Coinglass and Hyperinsight revealed that between 1 a.m. and 5 a.m. (UTC+8), the token's price surged by 42%, reaching a peak of $0.167. However, starting at 5:10 a.m., the price plummeted by over 40% in less than five minutes, falling below $0.12 and erasing all gains made earlier in the day. Before the price surge, five new addresses on Hyperliquid deposited funds around 1 a.m., each transaction exceeding $200,000, totaling approximately $1.292 million. These addresses opened high-leverage long positions on XPL, possibly in coordination with spot purchases on other platforms to drive up the price. During this period, the five addresses saw substantial floating profits, with their initial investments more than doubling. Between 4:30 and 4:40 a.m., these addresses withdrew their released margins along with the floating profits, significantly raising the liquidation price of their positions. At 5:10 a.m., the five addresses were liquidated simultaneously at an XPL price of approximately $0.12971, causing the price to drop sharply, possibly in coordination with spot market sell-offs. The combined profit for these addresses was around $1.602 million. During the price surge, several large short positions were liquidated, including those held by addresses (0xbe1), (0x51f), "美布两油主力空军" (0x985), and (0x45d), with the total size of liquidated short positions exceeding $32.99 million. The source of funds was traced to the on-chain address: 0xBc1D9760bd6ca468CA9fB5Ff2CFbEAC35d86c973. The suspected whale addresses involved in the operation are: 1. 0x0e321565595044b32784fc983d38bfe57ddee62c 2. 0x763a5940ccb568e594a9ceb4b1d88d60dec8ea08 3. 0x1b546e2a2f10d30245502d6bdb11bba23719597f 4. 0x1a1cc7a769b233f29e09050fe383a37c46bcdbdf 5. 0xfb8fe47311c92345b8fc152f697212595a778915

Drift 在 X 平台发文表示，已确认与漏洞攻击相关方的关键信息。Drift 目前正从地址 (0x093...C105) 向持有被盗资金的 4 个 ETH 钱包发送链上消息，表示已准备好进行对话，并要求对方通过 Blockscan 聊天联系。Drift 将在第三方归因完成后向社区分享进一步更新。此前消息，Solana 生态 Drift Protocol 遭攻击，损失至少 2 亿美元。

看似平静之下却暗流涌动，往往都是暴风雨来临之前的假象。当流动性和波动率低到极至时，随后都会出现更大的波动。

Drift Protocol has sent an on-chain message to the wallet holding stolen ETH. According to Foresight News, the official statement indicates that the attacker can contact the team via Blockscan chat.

据官方消息，OKX 将支持 Polygon、Kaia 及 Flare 网络升级。为确保升级顺利进行，平台将于 2026 年 4 月 7 日 08:30（UTC+8） 起暂停 Kaia 网络充提服务；于 2026 年 4 月 8 日 21:30（UTC+8） 起暂停 Polygon 网络充提服务；并于 2026 年 4 月 14 日 19:30（UTC+8） 起暂停 Flare 网络充提服务。请勿在网络升级期间进行相关代币的充提操作，以免造成资金损失。网络升级完成并运行稳定后，将恢复充币、提币服务，届时不再另行公告。升级期间，相关代币交易不受影响，但请留意市场波动风险。

目前而言高油价最大的影响并非经济层面，而是心理层面。关税、移民遣返、人工智能与机器人化带来的影响，远比高油价更持久。

规模达 348 万亿美元的信贷市场正悄然重塑——从垂直整合的银行模式，转向模块化架构，人工智能风控授信与区块链基础设施将从中攫取经济价值。

霍尔木兹海峡封锁推动油价逼近150美元，私募信贷市场赎回压力骤升，AI千亿投资热潮已开始降温......美国财政缓冲空间已近极限，多米诺骨牌随时可能倒下。

官方把token定为“词元”，AI时代的新硬通货。未来人与人的差距，可能就看手里有多少词元了。它能否自由流通？加密生态会发挥作用吗？

稳定币发行市场并未走向单一模式，而是呈现分化格局。不同发行方根据自身规模与市场定位，采用截然不同的核心营收策略并共存发展。

代码无懈可击，但人全军覆没。Drift事件揭示了DeF安全的最后战场。AI审计不是选项，是必须。

尽管短期内根本变革面临政治阻力，但美国持续的货币扩张将加剧经济不稳定、财富分配扭曲和金融脆弱性。

金色财经推出加密货币和区块链行业早报《金色早8点》3015期，为您提供最新、最快的数字货币和区块链行业新闻。

以太坊能不能成功，取决于两件事：技术路线图的执行力，以及社区对新叙事的接受度。