尽管机构买盘有所增加，比特币需求仍承压。截至上月末，表观需求（衡量需求超出或低于新挖比特币的程度）约为负 63000 枚，尽管同期 ETF 买入力度有所增强，Strategy Inc.也在持续增持。报告指出，散户及其他市场参与者的抛售已超过机构增量买入，自 2025 年 11 月下旬以来需求持续收缩，市场整体仍处于派发阶段。此前在 2024 年牛市中累积约 20 万枚比特币的巨鲸群体，自 2025 年年中开始大规模派发，抛售节奏在 2025 年第四季度加速。中等规模投资者的买入速度也在放缓。比特币 3 月上涨 2.2%，结束五个月连跌，但目前价格约 6.8 万美元，较 10 月初 12.6 万美元的高点下跌约 45%。美国市场方面，Coinbase 溢价再度转负，显示美国投资者买盘减弱。CryptoQuant 表示，若地缘政治紧张局势缓和，比特币价格短期内或出现反弹。

On April 2, recent developments in the U.S.-Iran-Israel conflict have intensified. According to BlockBeats, Iran's military claims to have targeted Israeli defense companies and advanced its 'Real Commitment-4' operation to the 89th round. Official reports indicate that over 115,000 civilian facilities have been damaged due to the conflict. Iran continues to strike Israeli and U.S. military bases with missiles and drones, aiming to force U.S. military withdrawal from the Middle East. The Iranian Revolutionary Guard stated that the Strait of Hormuz will not be opened due to U.S. President Donald Trump's comments, and Iranian officials declared that even if navigation resumes, it will not be open to the U.S. The Iranian Foreign Minister emphasized the rejection of a ceasefire and demanded guarantees to prevent similar conflicts in the future. Additionally, Iran reported that its meteorological radar facilities were attacked by U.S. and Israeli forces, a senior advisor was severely injured, and denied any requests for a ceasefire. On the U.S. side, reports suggest Trump has 'lost patience' and will deliver a national address at 9 a.m. UTC+8, potentially announcing the nearing end of the Iran conflict, while attributing the responsibility for the Strait's security to NATO. The U.S. has expanded its Middle East deployment, doubling the number of A-10 attack aircraft, and intelligence agencies assess that Iran currently lacks substantial negotiation intentions. Trump indicated plans to 'withdraw soon' without providing a timeline and mentioned monitoring Iranian nuclear materials via satellite. In Israel, the Prime Minister stated that Iran no longer poses a 'survival threat.' The Israeli military reported using approximately 16,000 munitions, destroying thousands of targets, and claimed Iran's missile capabilities and command chain have been weakened. Israeli forces conducted airstrikes in Lebanon, killing a Hezbollah southern front commander, while internal concerns arise over Trump's potential premature announcement of the operation's end. Other regional dynamics include the UAE intercepting over 2,000 drones and considering joint operations with U.S. forces to ensure Strait navigation. Saudi Arabia's oil exports have decreased by about 50% due to Strait obstructions. Regional energy and industry have been impacted, with UAE's Global Aluminum closing a smelting plant due to attacks. Vladimir Zelensky stated that Ukraine is engaging in cooperation talks with several Middle Eastern countries, while Russia denied providing intelligence support to Iran targeting civilian facilities.

According to the announcement from Binance, the platform is introducing a special opportunity for new users in Bahrain to grow their USDT holdings. This limited-time promotion allows eligible participants to subscribe to USDT Flexible Products and earn a 20% Bonus Tiered Annual Percentage Rate (APR) for a period of 10 days. The promotion runs from 2026-04-02 08:00 (UTC) to 2026-05-02 23:59 (UTC). The offer is exclusively available to new users in Bahrain, and it may take up to 48 hours for newly registered users to access the special offer. The subscription format allows for a maximum of ten days, with rewards distributed on a first-come, first-served basis. Bonus Tiered APR rewards are credited daily to users' Spot Accounts, starting two days after subscription. Additionally, Real-Time APR is accrued and accumulated in users' Earn Accounts every minute. The promotion features a total prize pool of 3,000 USDT, which will be distributed until the pool is exhausted or the promotion period ends. Only users who complete identity verification during the promotion period are eligible for rewards, and only master accounts qualify for Bonus Tiered APR rewards. Sub-accounts are not eligible. Users must adhere to Binance's terms and conditions, including those specific to prize promotions and privacy notices. Participants can redeem their Flexible Products at any time, but doing so will halt the accrual of Bonus Tiered APR rewards for that day. Binance reserves the right to disqualify participants who tamper with the program or act fraudulently. The platform also retains the discretion to cancel or amend the promotion as needed. Users are encouraged to review the Binance Simple Earn Terms & Conditions and Risk Warning for more information.

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。

A major wager has been placed on the outcome of the NBA regular season game between the Chicago Bulls and the Indiana Pacers. According to Odaily, an account with over $2 million in profits has invested $220,000 on the Bulls defeating the Pacers, with an opening price of 59¢. Additionally, the account has placed a $320,000 bet on the Bulls winning with a 4.5-point spread. The game is scheduled to start at 8 a.m. UTC+8. As the NBA regular season nears its conclusion, the Bulls hold a record of 29 wins and 46 losses, ranking 12th in the Eastern Conference, while the Pacers have a record of 17 wins and 58 losses, placing them 15th in the same conference.

金色财经推出加密货币和区块链行业早报《金色早8点》3014期，为您提供最新、最快的数字货币和区块链行业新闻。

Foreign investors sold Japanese stocks amounting to ¥4.4481 trillion in the week ending March 27, according to Jin10. This marks a significant increase in outflows compared to the previous week's revised figure of ¥2.511 trillion. The data suggests a growing trend of foreign capital moving away from Japanese equities during this period.

Odaily Seer 先知频道监测显示，在 Polymarket“NBA 常规赛公牛对战步行者”预测事件中，某盈利超 200 万美元账号（地址：0x2a2c53bd278c04da9962fcf96490e17f3dfb9bc1）购入 22 万美元公牛战胜步行者，开仓价为 59¢；此外，购入 32 万美元公牛让分 4.5 战胜步行者NBA 常规赛公牛对战步行者将于北京时间今日 8 点开赛。目前 NBA 常规赛已进入尾声阶段，公牛战绩为 29 胜 46 负，排名东部第 12 位；步行者战绩为 17 胜 58 负，排名东部第 15 位。Odaily Seer 先知频道持续关注预测市场，在定价之前，看见变化。

A 7.8 magnitude earthquake struck near the Indonesian coast at 6:48 a.m., according to the United States Geological Survey. According to RTHK, the quake's epicenter was located at a depth of 10 kilometers. The U.S. Tsunami Warning Center has indicated that some coastal areas of Indonesia could experience tsunamis ranging from 0.3 to 1 meter. Additionally, coastal regions within a 1,000-kilometer radius of the epicenter, including parts of Indonesia, the Philippines, and Malaysia, may be affected by the tsunami. The Hong Kong Observatory recorded a 7.4 magnitude earthquake in the northern Molucca Sea, with the epicenter situated approximately 160 kilometers east of Manado.

Clem Chambers has suggested that the upcoming cryptocurrency cycle could be influenced more by practical blockchain applications rather than token speculation. According to NS3.AI, Chambers highlighted the increasing interest in tokenized real-world assets, stablecoin payment systems, and blockchain infrastructure linked to artificial intelligence as key areas gaining momentum.

Elon Musk在一座废弃发电厂里开了一场发布会，宣布了一件AI行业没有人敢做的事：自己造芯片。

金色财经推出《金色Web3.0日报》，为您提供最新、最快的MEME、DeFi、DAO、NFT和元宇宙行业新闻。

AI中转站的故事，本质上是一个古老商业逻辑的AI时代翻版——当你不知道产品是什么的时候，你就是产品。

价值必须来源于功能完善的系统的程序化运行，而不是来自某人的承诺。

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.