花旗表示，预计美联储将于 9 月降息，此前预期为 6 月降息。(金十)

以太坊财库公司 Bitmine Immersion Technologies 披露上周增持 71252 枚 ETH，目前公司加密资产持仓包括 4,803,334 枚 ETH、198 枚 BTC、价值 9200 万美元的 Eightco Holdings 股权，价值 2 亿美元的 Beast Industries 股份。此外，该公司质押的 ETH 总量为 3,334,637 枚（按每枚 ETH 2,123 美元计算，总计 71 亿美元）。（PRNewswire）

Solana has regained its position at $80 after experiencing a dip to $77. According to NS3.AI, there is potential for further upside for SOL if the broader cryptocurrency market cycles show improvement. The commentary suggests that market conditions could influence Solana's future performance, highlighting the importance of monitoring broader trends in the crypto space.

美股上市比特币财库公司 Strive 首席执行官 Matt Cole 在 X 平台发文表示，该公司已斥资 775 万美元增持 113 枚 BTC，截止 2026 年 4 月 2 日的比特币总持仓量增至 13,791 枚，在比特币财库公司的持仓排名中位列第九。此外，Strive 在 X 平台发文视频，其中显示通过望远镜瞄准 Coinbase，暗示其比特币持仓量下一步将超越 Coinbase，数据显示目前 Coinbase 持有 15,389 枚 BTC，在比特币财库公司的持仓排名中位列第八。

国家税务总局、国家金融监督管理总局联合印发《关于进一步深化和规范“银税互动”工作的通知》，其中要求深化银税数据应用，鼓励各地区银税双方利用区块链、隐私计算等技术依法合规开展“银税互动”模式创新。（上海税务公众号）

BTQ Technologies has released a research paper titled 'Kardashev Scale Quantum Computing for Bitcoin Mining,' which provides a quantitative evaluation of the physical costs associated with using quantum computing for Bitcoin mining. According to ChainCatcher, the study highlights a common market confusion between two types of quantum threats: attacks on Bitcoin's elliptic curve digital signatures, which are considered real and urgent, and quantum mining accelerated by Grover's algorithm, which is theoretically possible but extremely costly in practice. The paper argues that to significantly impact consensus, a quantum computing cluster with energy consumption far exceeding current human civilization levels would be required. The research introduces an open-source resource estimation model that includes key components such as reversible double SHA-256 computation, fault-tolerant quantum error correction, and large-scale qubit scheduling. The conclusion emphasizes that the more immediate risk to Bitcoin arises from vulnerabilities in cryptographic signatures rather than quantum mining capabilities.

BlackRock is setting its sights on a segment of the $13.7 trillion U.S. ETF market, traditionally dominated by Invesco, by introducing a fund that tracks the Nasdaq 100 Index. According to BlockBeats, documents filed with the U.S. Securities and Exchange Commission (SEC) on Monday reveal that the iShares Nasdaq 100 ETF will track this index under the trading code IQQ. If launched, IQQ will be among the few U.S.-listed ETFs specifically tracking the Nasdaq 100 Index and the first of its kind not managed by Invesco. Since the Nasdaq Exchange introduced the index in 1985, it has been cautious in licensing its use. While there are ETFs in the U.S. market that overlay Nasdaq 100 components through derivatives, Invesco has nearly monopolized the market for pure Nasdaq 100 Index ETFs. This collaboration has led to the creation of the $374 billion Invesco QQQ Trust Series 1 (trading code QQQ), one of the largest ETFs globally, and the $70 billion Invesco Nasdaq 100 ETF.

Japan's Financial Services Agency (FSA) has officially recognized XRP and more than 100 other crypto assets as eligible for trading on registered exchanges in the country. According to NS3.AI, this recognition is part of the FSA's framework for assets that comply with the Payment Services Act. However, the agency clarified that this acknowledgment does not serve as an endorsement of the assets.

BTQ Technologies 发布题为《Kardashev Scale Quantum Computing for Bitcoin Mining》的研究论文，首次对利用量子计算进行比特币挖矿的全流程物理成本进行量化评估。相关研究指出，市场长期混淆两类量子威胁：一是针对比特币椭圆曲线数字签名的攻击（现实且紧迫），二是基于 Grover's algorithm 加速的量子挖矿（理论存在但实际成本极高）。该研究论文认为，要对共识产生实质影响，需构建能耗远超当前人类文明水平的量子计算集群。该研究还提出开源资源估算模型，涵盖可逆双 SHA-256 计算、容错量子纠错及大规模量子比特调度等关键环节，结论强调比特币面临的更现实风险来自加密签名漏洞，而非量子挖矿能力。（PRNewswire）

Eric Balchunas, senior ETF Analyst at Bloomberg Intelligence, posted on X. The Nasdaq 100 index has significantly outperformed the S&P 500 since the launch of the QQQ ETF in 1999, doubling its returns and surpassing the performance of every active fund manager. The key to its success, according to Balchunas, can be traced back to two words: Steve Jobs. In 1980, Steve Jobs made the pivotal decision to list Apple on the Nasdaq, which was then considered an upstart third-place exchange. This move positioned Nasdaq as the hub for tech visionaries, attracting top U.S. innovators. Jobs' influence was further solidified during his comeback in the 2000s, enhancing Nasdaq's reputation as the go-to exchange for leading tech companies. Balchunas compares this strategic move to Michael Jordan's choice of Nike over Adidas and Converse in 1983, which subsequently attracted top athletes to the brand. Balchunas expressed interest in creating a documentary about this transformative period and is seeking the individual who took Jobs' call in 1980 to discuss Apple's listing on Nasdaq.

Crypto markets surged as U.S. President Donald Trump issued stark threats against Iran over the Strait of Hormuz, warning of severe consequences if the waterway is not reopened—while simultaneously signaling that a ceasefire deal could be imminent.

QuickSwap’s Discord was hacked by an unauthorized party. Users are warned to avoid the server, but funds remain safe.

今日金融圈最“炸”的一份材料，来自一篇关于霍尔木兹海峡的一线实地报告。

Apple has removed Jack Dorsey’s decentralized messaging app Bitchat from its China App Store after it was given an order from Beijing, highlighting the growing friction between censorship-resistant technologies and state-controlled digital ecosystems.

Michael Saylor's latest X post hints that MicroStrategy is resuming Bitcoin purchases after a short pause. The company could use recent funding from its preferred stock to buy at least 1,500 more BTC.

预测市场绝非币圈新赌场，而是填补金融史400年空白的“事件资产”定价引擎：一文看透它将如何重塑下一个十年的财富逻辑

Gemini 偏袒创始人利益及依赖关联方资金的运作模式已在二级市场崩盘，正面临严峻的治理与信任危机。

石油,金融体系,中东,油价正逼近临界点——4月中旬会发生什么？ 金色财经,时间成为决定因素，石油市场走向三种路径。

对马斯克而言，将 X 打造成“超级应用”的多年愿景，正进入加速落地的关键阶段。

AI firm Anthropic has launched AnthroPAC, an employee-funded political action committee, as tensions with the Trump administration escalate over Pentagon restrictions and the future of military AI deployment.