Robinhood Markets 公布 2026 年 2 月运营数据。截至 2 月底，平台资金账户用户数为 2740 万，较 1 月增加约 14 万，同比增加约 174 万；平台总资产规模为 3140 亿美元，环比下降 3%，同比增长 68%。交易方面，2 月股票交易额为 1944 亿美元，环比下降 14%，同比增长 36%；期权成交 1.803 亿份，环比下降 10%，同比增长 9%。加密货币交易额为 250 亿美元，环比增长 9%，同比增长 74%。其中 Robinhood App 加密交易额为 94 亿美元，环比增长 8%，Bitstamp 交易额为 156 亿美元，环比增长 10%。此外，Robinhood 2 月净存款为 56 亿美元，过去 12 个月累计净存款为 678 亿美元。保证金融资余额为 172 亿美元，同比大幅增长 98%。整体数据显示，尽管股票交易活跃度有所回落，但加密交易量仍保持较快增长。

Nigerian regulators are currently evaluating the free-float requirements for listed companies in an effort to enhance market liquidity and attract more investors. Bloomberg posted on X, highlighting the initiative aimed at deepening the equity market. This move is part of a broader strategy to improve the financial landscape in Nigeria, making it more appealing to both domestic and international investors. By reassessing these requirements, regulators hope to create a more dynamic and accessible market environment, fostering growth and stability in the country's financial sector.

Lisk's Head of Research, Leon Waidmann, shared insights on stablecoin adoption across various countries on platform X. According to Odaily, Waidmann noted that in Colombia, South Africa, the United States, Germany, and Brazil, the holdings of USDC have actually surpassed those of USDT. While USDT remains the global leader, the gap is narrowing rapidly.

Delphi Digital has highlighted potential vulnerabilities in stablecoin systems, emphasizing that Tether and Circle are not infallible. According to Foresight News, the firm noted that despite being backed 1:1 by short-term government bonds and cash equivalents, these systems are not immune to potential runs. The de-pegging incident of USDC during the collapse of Silicon Valley Bank (SVB) in early 2023 demonstrated such risks. Although USDC was fully reserved, some reserves became temporarily inaccessible when SVB failed, indicating that risks have merely shifted upwards. In traditional banking, payment risks are typically distributed across various institutions. However, in the stablecoin ecosystem, while payment channels may be deterministic and automated, settlement risks that were previously dispersed among participants are now concentrated at the issuer level. This shift has not eliminated risk but transformed it into a vertically dependent structure, raising concerns about issuer concentration.

Decentralized contract exchange Grvt announced changes to its leverage ratios. According to Foresight News, the leverage for altcoins will be reduced to 2x, while the RWA leverage will be adjusted to 3x.

根据 Gate Research 在 Dune 上所编绘的数据，自 1 月 6 日开始对部分市场征收交易手续费以来，Polymarket 已累积收取了超 1120 万美元的手续费收入。与此同时，Polymarket 向流动性提供者（LP）发放的补贴总额暂报 1341 万美元，若 3 月后半月数据延续上半月表现，本月内 Polymrket 的手续费收益便可覆盖流动性补贴总支出。

Vietnam's Ministry of Trade announced on March 16 that it has requested assistance from Japan and South Korea to enhance its oil supply channels due to disruptions caused by the conflict in Iran. According to Jin10, the Trade Minister made these requests during an energy security summit held in Tokyo over the weekend. Vietnam operates two refineries that fulfill approximately 70% of the country's fuel needs, with most of the crude oil processed originating from the Middle East. Government customs data indicates that Vietnam imported 14.2 million tons of crude oil last year, marking a 5.3% increase from the previous year.

上周五解密的文件显示，美联储主席杰罗姆·鲍威尔（Jerome Powell）的律师在 1 月与司法部的一次会面中提出了一种可能性：鲍威尔在 5 月主席任期结束后，可能继续留任美联储理事——这将是一个打破先例的决定。这些文件是一起案件的部分材料，该案中美联储试图阻止司法部就鲍威尔处理央行华盛顿总部翻新事宜进行的刑事调查发出传票。上周五，一名地区法院法官裁定支持美联储，阻止了这些传票。在反对美联储这一动议的辩论中，一名司法部律师表示，在 1 月 29 日的一次会议上，鲍威尔的律师对美国地区检察官珍妮恩·皮罗（Jeannine Pirro）说：“主席（鲍威尔）认为，如果他仍处于调查之中，即便任期已满也不会离开理事会；而且虽然他不能断言反之亦然，但若他不再面临刑事调查，主席的形象就会有所不同，届时主席将能够自由地做出专注于家庭的决策。”（路透社）

A potential block on stablecoin yield payments in the United States could lead other countries to offer such options, according to Takatoshi Shibayama, Asia-Pacific lead at crypto wallet company Ledger. According to Cointelegraph, Shibayama suggested that if the U.S. enacts a broader ban on stablecoin yields, it would initiate discussions among institutions, stablecoin issuers, and regulators internationally on how to address the situation. Shibayama noted that countries like Australia have provided regulatory carveouts for stablecoin issuers, yet most stablecoins globally are not offering yields or rewards to users to safeguard banking interests. He emphasized that a change in U.S. policy could spark significant dialogue between stablecoin issuers and regulators about allowing yields or rewards to be distributed to users. The U.S. Senate is currently deliberating a bill to define how market regulators will oversee crypto activities. However, a provision backed by banking lobbyists to prohibit third-party platforms from offering stablecoin yields has stalled the legislation, facing resistance from crypto lobbyists. Meanwhile, Shibayama observed a shift in Asia's financial sector's approach to crypto. Since last year, there has been a separation between crypto and blockchain technology in Asia, with institutions focusing more on blockchain applications rather than cryptocurrency exposure. They are exploring possibilities like tokenizing financial products and issuing stablecoins, rather than engaging in decentralized finance (DeFi) and staking. Asset managers, however, are still interested in launching crypto products to diversify offerings for clients, drawn by the lack of stringent regulations requiring regulated custodians. Shibayama noted that while asset managers prefer regulated custodians, they are becoming more selective in choosing custody providers.

BitMart“BM 发现”专区于 3 月 16 日 11:30（东八区时间）上线 Universal High Income（INCOME），此次上线开通 INCOME/USDT 交易对。Universal High Income 是一个部署在 Solana 上、当前主要在 PumpSwap 交易的社区型 Meme 代币。

Strategy创始人Michael Saylor在访谈中系统阐述了其比特币长期战略，他将比特币定义为“数字资本”与“数字黄金”，认为其核心价值在于提供经济赋权与长期价值储存能力。

The SEC has permanently dropped its civil case against BitClout founder Nader Al-Naji, clearing him of alleged fraud and misuse of investor funds. This follows the DOJ’s earlier decision to drop a related criminal charge and comes after a review by the SEC’s crypto task force.

Former United Kingdom Prime Minister Boris Johnson has sparked backlash from the crypto community after describing Bitcoin as a “Ponzi scheme” and claiming the digital asset has less investment appeal than Pokémon trading cards.

解读Strategy最重要优先股的运行机制、扩容潜力与风险。

TOKEN2049 Dubai has been postponed to 21–22 April 2027 due to regional tensions affecting safety, international travel and event logistics. Another crypto gathering, TON Gateway Dubai, has been cancelled entirely as security concerns grow across the Middle East.

传统资本市场正日益将区块链和加密货币技术融入到资本世界中。

3月15日晚间，“315晚会”曝光了AI大模型被“投毒”的问题，矛头直指GEO（生成式引擎优化）技术。

如果比特币继续下跌，数据显示它可能会在哪里找到支撑底部？

金色财经推出加密货币和区块链行业早报《金色早8点》2997期，为您提供最新、最快的数字货币和区块链行业新闻。

当一家实体产业公司将实体资产注入一个 Layer1 项目，再以实体资产价值的数倍计算就可以轻易制造出 9.5 亿美元估值，这样的资本游戏是不是过于离谱了？