Odaily Seer 先知频道监测显示，在 Polymarket“NBA 常规赛活塞对战猛龙”预测事件中，某盈利超 160 万美元账号（地址：0xbddf61af533ff524d27154e589d2d7a81510c684）购入 11 万美元活塞让分 3.5 战胜猛龙，开仓价为 48¢。NBA 常规赛活塞对战猛龙于北京时间今日 8 点开赛。目前 NBA 常规赛已进入尾声阶段，活塞战绩为 54 胜 21 负，排名东部第 1 位；猛龙战绩为 42 胜 32 负，排名东部第 5 位。Odaily Seer 先知频道持续关注预测市场，在定价之前，看见变化。

Kevin Warsh, selected by U.S. President Donald Trump to head the Federal Reserve, has proposed reducing interest rates and implementing a "regime change" at the central bank. According to NS3.AI, Warsh views Bitcoin as a sustainable store of value, although he does not consider it to be money. His nomination is subject to examination by the Senate Banking Committee before any confirmation.

U.S. President Donald Trump recently posted on Truth Social, stating that Iran's new leadership is less radical and more prudent than its predecessors. According to BlockBeats, Trump mentioned that Iran has requested a ceasefire from the United States. He indicated that the U.S. would consider a ceasefire once the Strait of Hormuz is fully navigable. Until then, he warned of severe consequences for Iran. PolyBeats reports that on the prediction market Polymarket, the probability of the Strait of Hormuz reopening by the end of the month has recently rebounded to 21%.

纳斯达克上市的比特币财库公司 Empery Digital 披露上周出售 370 枚比特币，总收益约为 2470 万美元，目前比特币持有量已降至 2989 枚。此外，Empery Digital 还宣布近期通过配股募资所得款项和出售部分比特币已全额偿还定期贷款，该公司的资产负债表将在减少持续的利息支出以及释放此前作为抵押品持有的约 1,800 枚比特币后得到增强。（Businesswire）

International spot gold is exhibiting a healthy upward trend, according to Jin10. The distribution of gold chips is multi-peaked, indicating a robust market movement. Analysts are first paying attention to the possibility of prices retracing to the 46XX level. Additionally, there is interest in the opportunity to fill the chip gap at the lower 46XX level.

美国总统特朗普表示，伊朗新政权的总统，与他的前任们想必不那么激进，智力更高，刚刚向美国请求停火！我们会在霍尔木兹海峡开放、自由、清晰时考虑这个请求。在那之前，我们将把伊朗轰炸到无尽的深渊，或者像他们所说的，送回石器时代。(金十)

Key TakeawaysU.S. spot Bitcoin ETFs recorded $1.32 billion inflows in March, first monthly gain since October.ETF holdings fell only 7.2% from peak, showing resilience despite ~50% BTC drawdown.Total ETF holdings now ~1.31 million BTC, recovering from recent lows.Bitcoin ETF investors remain underwater, with average cost basis near $84K vs $68K price.Bitcoin ETFs Return to Inflows After Four-Month Outflow StreakU.S. spot Bitcoin ETFs posted $1.32 billion in net inflows in March, marking the first monthly inflow since October and ending a four-month streak of persistent outflows.The reversal comes after significant redemptions in previous months, including $3.5 billion in November, followed by continued outflows through February as Bitcoin declined sharply from its all-time high.Despite the inflows, ETFs still closed Q1 with approximately $500 million in net outflows, reflecting broader market caution.ETF Holdings Show Resilience Despite Price DeclineETF assets under management remained relatively stable during Bitcoin’s correction.Holdings declined from 1.38 million BTC in October to a low of 1.28 million BTC, representing just a 7.2% drop, before recovering to around 1.31 million BTC.This suggests that institutional investors largely held positions through the downturn rather than exiting aggressively.Bitcoin Price Stabilization Supports Flow RecoveryBitcoin ended March near $68,000, marking its first positive monthly performance in six months.The stabilization appears to have supported renewed ETF inflows, even as broader sentiment remained weak due to macro uncertainty and geopolitical tensions.However, ETF trading volumes declined to $79 billion in March, down from $93 billion in February, indicating reduced participation despite inflows. Investor Positioning Remains UnderwaterDespite recent inflows, ETF investors are still facing unrealized losses.The average cost basis for ETF holders is estimated at $84,000, significantly above current price levels. This creates potential overhead resistance if prices approach those levels.Divergence Across Crypto ETFsPerformance across crypto ETFs remains mixed:Bitcoin ETFs: $1.32B inflows in MarchEthereum ETFs: $46M outflows, worst quarterly performanceXRP ETFs: $31M outflows, but positive quarterly flowsSolana ETFs: $213M inflows, strongest momentumThis divergence highlights shifting investor preferences within the crypto market. 

Genius Group, a publicly traded company on the U.S. stock market, released its financial results for the first quarter of 2026, ending March 31. According to Odaily, the company has sold all its Bitcoin reserves and fully repaid approximately $8.5 million in debt through restructuring. Genius Group plans to rebuild its Bitcoin reserves once market conditions improve. Financially, the company reported robust performance in the first quarter, with revenue reaching $3.3 million, marking a 171% increase compared to $1.2 million in the same period last year. Additionally, the gross profit rose to $2 million, representing a 228% growth from $600,000 year-over-year.

Coinbase 宣布将于 2026 年 4 月 2 日上线 Checkmate (CHECK) 和 Sign (SIGN) 的现货交易，如果流动性条件满足，且在支持交易的地区，CHECK-USD 和 SIGN-USD 交易对将于太平洋时间上午 9 点或之后开始开放。

Nearly two-thirds of Generation Z are planning to invest in cryptocurrencies such as Bitcoin this year, according to Alex Tsepaev. According to NS3.AI, while 84% of this demographic acknowledges the risks and volatility associated with crypto investments, their appetite for risk, coupled with social media-driven fear of missing out (FOMO) and familiarity with digital finance, is contributing to the increasing presence of cryptocurrencies in young investors' portfolios.

2026 年 3 月已过，市场普遍预期的香港首批合规稳定币发行人牌照并未如期落地。

所以无论是AI还是加密生态，隐私问题都是接下来必须要解决的问题。

油价、黄金与比特币未来如何走势？伊朗政权、全球能源与金融市场正迎来更大变局？

On March 27, a technical misconfiguration inside Anthropic’s content management system accidentally released nearly 3,000 confidential files to the public. Buried within the leak were detailed documents outlining Claude Mythos, described internally as the company’s most powerful AI model to date.

OpenAI raised $122 billion at an $852 billion valuation, led by Amazon, Nvidia, and SoftBank, in the largest funding round in Silicon Valley history.

Bitcoin has clocked in one of its worst performances in the past decade with a 23.8% drop in the first quarter of 2026 as geopolitical tensions, weakening ETF flows, and persistent macro headwinds weighed heavily on market sentiment.

Anthropic,七位联创座谈 Anthropic 是如何诞生的？ 金色财经,「没人想创业，但觉得必须这么做。」

两位资深金属交易员 Vincent Domien 与 Mathew O’Neill 的离职原因不明。两人加入时，Tether 正处创纪录黄金购买年，目标是打造「全球最佳黄金交易台」。

Yupp.ai is closing less than a year after launch despite raising $33 million and gaining 1.3 million users. The startup struggled to turn crowdsourced AI feedback into a sustainable business as the market and models evolved too quickly.

巴菲特接受了美国 CNBC 的专访。这是他今年 1 月 1 日卸任伯克希尔·哈撒韦 CEO 之后，第一次坐下来聊这么久。