消息人士称，中东冲突引发的新一轮市场波动提高了日本央行在 3 月暂缓加息的可能性，决策者需要更多时间评估其对经济的影响。唯一可能促使日本央行在 3 月 18 日至 19 日会议上加息的因素是日元大幅贬值。此前在美国对伊朗发动打击后，投资者涌向避险美元，日元承压走弱逼近 160 关口。但随着中东冲突扩大冲击金融市场并推高油价，一个高度依赖进口燃料的经济体复苏前景蒙上阴影，3 月加息的门槛已被抬高。消息人士指出，央行正在审慎评估新一轮地缘政治危机对货币政策的影响。在日本央行副行长冰见野良三周一未就即将到来的政策调整释放明确信号后，市场亦下调了对 3 月加息的押注。日本央行高层未释放鹰派信号，与此前形成对比，此前官员通常会提前暗示，以避免令市场措手不及。(金十)

凯文·沃什试图缩减美联储资产负债表的计划将仅会缓慢推进。作为特朗普提名的美联储主席人选，沃什在缩减这一美联储最具影响力工具之一的方案上正面临阻力。沃什多次表示，美联储近 7 万亿美元的资产负债表反映出其已越界涉入国会职权范围，并指出在历次量化宽松计划下进行的大规模债券购买扭曲了金融市场。不过知情人士透露，沃什将在与银行及更广泛公众就潜在影响进行广泛磋商后，才会着手调整美联储资产负债表。这些人士还称，他不太可能推动资产负债表规模回到 2008 年金融危机前水平，并会在采取行动前呼吁开展内部研究和学术会议探讨相关议题。沃什还认为，2008 年危机显示过度依赖银行间市场对金融稳定构成风险，并公开倡导管理资产负债表的“第三种模式”。部分地区联储主席愿意考虑逐步转向新的资产负债表管理模式。(金融时报)

The Bank of Japan's decision on whether to raise interest rates is closely tied to the movement of the yen, according to sources. According to Jin10, the only factor that might prompt the Bank of Japan to consider a rate hike during its March 18-19 meeting is a significant depreciation of the yen. This highlights the central bank's focus on currency stability as a key determinant in its monetary policy decisions.

Market fluctuations triggered by the ongoing conflict between the United States and Iran could lead to a delay in the Bank of Japan's planned interest rate hike later this month. According to Jin10, sources indicate that the geopolitical tensions are causing significant uncertainty in the financial markets, prompting the central bank to reconsider its monetary policy strategy. The Bank of Japan had previously signaled a potential rate increase, but the current instability may necessitate a more cautious approach. The situation underscores the broader impact of geopolitical events on global economic policies and market dynamics.

The U.S. Embassy in Jerusalem has announced that it currently lacks the capacity to evacuate or directly assist American citizens in leaving Israel. According to Jin10, the embassy's statement highlights the limitations faced in providing direct support to U.S. nationals amid ongoing regional tensions. The embassy advises citizens to remain vigilant and stay informed about the local situation.

Kevin Warsh, nominated by U.S. President Donald Trump as a candidate for Federal Reserve Chair, is encountering resistance in his efforts to reduce the Fed's balance sheet, according to Jin10. Warsh has expressed concerns that the Fed's nearly $7 trillion balance sheet oversteps congressional authority and distorts financial markets through large-scale bond purchases under quantitative easing programs. Insiders reveal that Warsh plans to consult extensively with banks and the public about potential impacts before making adjustments to the balance sheet. He is unlikely to push for a return to pre-2008 financial crisis levels and intends to call for internal research and academic discussions before taking action. Warsh also believes the 2008 crisis highlighted the risks of over-reliance on interbank markets for financial stability. He advocates for a 'third mode' of balance sheet management, which some regional Fed presidents are open to considering as a gradual shift in approach.

"Cardano is currently consolidating its position at a critical mid-range support level, and various factors are at play that will ultimately determine its next price movement. Analysts are closely monitoring key technical indicators, market sentiment, and potential developments within the broader cryptocurrency ecosystem to gain insights into whether Cardano will bounce back and initiate a bullish rally or face downward pressure and break below this crucial support zone." source: https://blocknews.com/cardano-coils-at-mid-range-support-here-is-what-decides-the-next-move/

Claude Code has launched a new voice mode feature, allowing users to communicate through voice commands. According to Foresight News, approximately 5% of users currently have access to this functionality, with plans to expand its availability in the coming weeks. The voice mode is offered at no additional cost, and the tokens required for voice transcription will not affect the rate limits.

Columbia Threadneedle Investments' senior economist Anthony Willis has highlighted the uncertainties surrounding the duration and scope of the Middle East conflict from a geopolitical perspective. According to Odaily, the extent to which the United States and Israel might push for regime change in Iran without deploying ground forces remains unclear. Willis stated, "At present, there seems to be neither the willingness nor the resources to undertake actions beyond aerial strikes." He noted that in the absence of a credible opposition in Iran, if the U.S. and Israel succeed in overthrowing the current regime, "we might witness a situation similar to Iraq and Libya, where a lack of a credible successor government leads to anarchy."

الذهب يواصل الصعود مع تصاعد التوترات الإقليمية بدايةً، واصلت أسعار الذهب ارتفاعها لليوم الخامس على التوالي، مدفوعةً بإقبال المستثمرين على الأصول الآمنة في ظل احتدام المواجهة الجوية بين الولايات المتحدة وإسرائيل من جهة وإيران من جهة أخرى. source: https://www.twsiat.com/%d9%88%d8%a7%d8%b5%d9%84%d8%aa-%d8%a3%d8%b3%d8%b9%d8%a7%d8%b1-%d8%a7%d9%84%d8%b0%d9%87%d8%a8-%d8%a7%d8%b1%d8%aa%d9%81%d8%a7%d8%b9%d9%87%d8%a7-%d9%84%d9%84%d9%8a%d9%88%d9%85-%d8%a7%d9%84%d8%ae%d8%a7/

通过复盘2025年以来美元的变化来梳理一下其定价逻辑的变化。

我们的服务器很快就会恢复正常。但很多人的明天，永远不会到来了。愿世界和平。

Polymarket运行在Polygon上，这意味着每个钱包、每笔交易、每个头寸规模都是公开数据。问题不在于你能否发现内幕钱包，而在于你是否知道该如何观察。

萨姆·奥特曼痴迷于扮演那个唯一看清未来、并为之准备的人。

A New York federal court dismissed a class action against Uniswap Labs, ruling the firm is not responsible for scam tokens traded by third parties on its decentralised protocol. Katherine Polk Failla threw out the remaining claims with prejudice, bringing the lawsuit first filed in 2022 to a close.

Hong Kong and mainland China are moving to hardwire blockchain into the arteries of cross-border trade, deepening financial integration between the two hubs in what could become one of Asia’s most ambitious digital infrastructure projects.

加密市场经历早期地缘危机“抛售”后，迅速收复失地并强劲反弹。这是否意味着其重新被视为地缘危机避险资产？资金流向重新录得净流入能否预示复苏？接下来市场会如何发展？

金色财经推出加密货币和区块链行业早报《金色早8点》2984期，为您提供最新、最快的数字货币和区块链行业新闻。

预测市场在 2025 年已成为不容忽视的行业新趋势。

NFT,Farcaster,Lens Protocol,friend.tech,消费者应用问题 金色财经,加密货币从来就不是为大众设计的。