Bitcoin has fallen sharply from $74,000 to around $66,000 as selling pressure from U.S.-based investors intensifies, according to recent market data.Data from Coinglass shows that the Coinbase premium—a key indicator of U.S. spot demand—has remained negative and widened since March 19. A negative premium indicates that Bitcoin is trading lower on Coinbase compared to offshore exchanges, typically signaling net selling activity from U.S. participants.The trend coincides with Bitcoin’s latest correction, suggesting that U.S. investors have been a primary driver of the downside move.This divergence reflects broader market dynamics, where institutional flows and macro conditions are increasingly influencing price action. Weak demand from U.S. spot markets also aligns with recent data showing declining volumes and limited buying interest during rallies. 

Blockchain sleuth ZachXBT posted on X that Circle has unfrozen two more hot wallets associated with the ckUSDC on the Dfinity bridge, along with one unidentified wallet. This development follows previous actions by Circle to address issues related to the Dfinity bridge. The move is part of ongoing efforts to ensure the security and functionality of digital assets linked to the bridge. ZachXBT's update highlights the continued scrutiny and adjustments being made by Circle in response to the situation.

U.S. Senator Cynthia Lummis has refuted claims that the Digital Asset Market Clarity Act fails to safeguard decentralized finance (DeFi) innovators from legal challenges. According to Cointelegraph, she emphasized that recent amendments to the draft will provide unprecedented protection for DeFi and developers. Her remarks on Friday were a direct response to crypto lawyer Jake Chervinsky, who contended that Title 3 of the current draft undermines the Blockchain Regulatory Certainty Act (BRCA) by imposing know-your-customer (KYC) requirements on non-custodial software developers. Lummis urged the public not to believe the fear, uncertainty, and doubt (FUD), stating, "We have worked on a bipartisan basis for the last few weeks to make changes to Title 3 that make this bill the strongest protection for DeFi and developers ever enacted. We have to pass the Clarity Act to get these protections." However, the latest revisions to the CLARITY Act have not been publicly disclosed. Chervinsky expressed concern that the DeFi protection provisions have been overshadowed by the intense focus on stablecoin rewards provisions within the CLARITY Act. His primary issue with the Senate Banking Committee’s latest draft is that Title 3's definitions of money transmitters could still expose many non-custodial DeFi builders to liability. Despite the CLARITY Act incorporating the BRCA in section 604, which specifies that non-controlling developers and providers of non-custodial software should not be classified as financial institutions subject to Bank Secrecy Act KYC obligations, Chervinsky argued that ensuring non-custodial software developers aren't misclassified as money transmitters remains a critical challenge. His concerns arise amid several high-profile prosecutions and convictions of developers in the U.S. in recent months, including the conviction of Tornado Cash co-founder Roman Storm in August 2025 for conspiracy to operate an unlicensed money transmitting business. U.S. lawmakers have indicated that the CLARITY Act is progressing towards a Senate Banking Committee markup expected in April, following recent bipartisan advancements on stablecoin rewards provisions. Lummis highlighted the necessity of passing the CLARITY Act to ensure DeFi developers receive legal protections under the BRCA.

イランのメディア「ファルス通信」によると、イラン革命防衛隊は、ミサイルがドバイにあるウクライナの防空兵器庫を「破壊」したと発表した。（金十）

Bitcoin's market recovery to its historical highs could be postponed until 2027 if the cryptocurrency falls below $60,000, according to recent data. According to BlockBeats, analysis indicates that Bitcoin has already retracted approximately 48% from its peak of around $126,000 in 2025. Historical patterns suggest that for every additional 10% drop, the recovery period extends by an average of 80 days. If $60,000 is the current bottom, a recovery might take about 300 days. However, if Bitcoin continues to decline to the $40,000–$45,000 range, the overall retraction could exceed 60%, potentially extending the recovery period to around 440 days, pushing the timeline to the second quarter of 2027. On-chain indicators also suggest that the bottom has not yet been confirmed. The current Blockchain Comprehensive Market Index (BCMI) is approximately 0.27, which is higher than the historical bottom range of about 0.12–0.15, indicating further potential downside. In terms of capital flow, pressure is mounting as large holders continue to sell. Data shows that the selling pressure from major holders has reached its highest level in nearly 18 months, while liquidity in both spot and futures markets is weakening. Institutional opinions suggest that the market is in a deep adjustment cycle, and if the macroeconomic environment remains tight, including high interest rates or potential rate hikes, it could further delay the recovery pace of the crypto market.

UXLINK has announced the upcoming launch of X-AGENT, an AI social engine that is integral to its artificial intelligence ecosystem. According to NS3.AI, the product is set for an official release next week, with whitelist pre-registration currently available.

LM Funding America, a Nasdaq-listed Bitcoin mining company, has released its financial performance data for the fourth quarter of 2025. According to PANews, the company mined 22 Bitcoins during this period. As of February 28, 2026, LM Funding America holds a total of 354.7 Bitcoins, including 174 Bitcoins in its Galaxy Digital digital asset receivables account. The company's total mining power has reached approximately 782 PH/s.

Polymarket has partnered with live streaming platform Parti.com to introduce a live prediction market platform. According to Foresight News, this integration allows content creators to showcase Polymarket's markets on the Parti.com platform. Fans can engage in real-time trading on topics such as Bitcoin prices, sports events, and politics without leaving the platform.

DeFi research and risk management firm Gauntlet has provided an update on the handling of the Resolv vulnerability via the X platform. According to PANews, the Base network USDC Frontier (v1) has been deallocated from all Resolv markets, eliminating the risk of bad debt. Both v1 and v2 vaults have reopened for deposits, and Morpho is set to remove interface warnings tomorrow. The mainnet USDC Frontier (v2) vault restart is underway, with the current time lock arrangements allowing a submission cap for the v1 market adapter of three days and removal of the v1 Vault adapter in five days. Gauntlet stated that further detailed information on the remaining vaults will be provided following subsequent Resolv fixes.

米国のエリザベス・ウォーレン上院議員は、ハワード・ラトニック商務長官に対し、ビットメインに関連する文書や通信記録の提供を求める書簡を送付した。これは、同社がもたらす潜在的な国家安全保障上のリスクに対し、商務省がどのように対応しているかを把握するためである。ビットメインは、世界有数のビットコインマイニングマシンメーカーである。2024年11月、米国土安全保障省は「オペレーション・レッド・サンセット」と名付けられた調査を開始し、ビットメインのASICマイニングマシンが遠隔操作され、スパイ活動や米国の電力網への妨害に利用される可能性がないかを審査した。報道によると、この調査は現在も未解決のままである。以前、ビットメイン製機器の出荷は一時停止され、米軍基地付近での同社のマイニングマシンの使用は、重大な国家安全保障上のリスクがあると指摘されていた。ウォーレン氏の書簡では、商務省に対し、ビットメインとトランプ家、および商務省当局者との間の通信の詳細を提供するよう求めている。トランプ氏が支援するAmerican Bitcoin Corp.は以前、3億1400万ドルでビットメイン製マイニングマシン1万6000台を購入していた。

2026年3月5日、全米銀行協会は異例の行動に出た。世界中が見守る中、ホワイトハウスが数週間にわたる調整の末にまとめた妥協案を拒否したのである。その2日前、トランプ氏はTruth Social上で、銀行が「法案を乗っ取ろうとしている」と公然と警告していたばかりだった。

一方、Tikehau Capitalのラファエル・トゥアン氏は、核心的な矛盾を次のように指摘した。「安全資産という従来の概念は、ますます疑問視されつつある。世界経済と金融市場の絶え間ない変化により、この物語は複雑化している。」

相場、暗号資産市場、投資、暗号資産の大暴落、米中AI戦争…… 金色財経、過去24時間で、暗号資産界のインフルエンサーたちは何を話題にしているのか？

2026年、Navalが放った「Software was eaten by AI」という言葉がネット上で話題をさらい、閲覧数は1億回を突破し、ソフトウェア時代の終焉とAI時代の到来を鮮明に告げた。

イラン戦争は、1990年の湾岸戦争以来、世界のエネルギー市場が受けた最大の地政学的衝撃となっている。

「金色財経」は『金色Web3.0日報』を発行し、MEME、DeFi、DAO、NFT、メタバース業界の最新ニュースをいち早くお届けします。

Hyperliquidは商品先物契約を活用して、この地政学的相場をうまく捉えました。分散型取引所は、暗号資産業界内の競争から、従来の金融インフラへの真の代替へと移行しつつあり、この動きは始まったばかりです。

『ガイドライン』の公表により、米国の暗号資産規制は新たな段階へと突入した。

米国が50の州をワシントン一都市に置き換えることを決めたとき、AI起業家たちにはより広い扉が開かれた――しかし、その扉の鍵を誰が握っているのか、誰も彼らに教えてはくれなかった。

SpaceXは、これまでにないIPO案によって、ウォール街の従来の引受ロジックを一新しようとしている。