由于特朗普对伊朗发出的最后通牒增加了中东能源供应出现进一步中断的风险，新兴市场资产价格随之下跌。周一早盘，MSCI 新兴市场指数下跌了 2.5%，主要受韩国芯片制造商股价下跌的影响。由于伊朗战争已持续四周且局势仍无缓和迹象，风险资产仍面临压力。“我们的观点是，现在需要保持谨慎，而非惊慌失措，”费德里德哈默国际股票投资部主管马丁·舒尔茨表示。“（冲突）期限是主要问题。这种情况持续的时间越长，情况就会越糟糕。”(金十)

据 Onchain Lens 监测，某巨鲸 (0xEe0A...b71C) 从 Gate 提取了 5.5 万枚 HYPE，价值 210 万美元。该巨鲸目前共持有 194,557 枚 HYPE，总价值达 744 万美元。

Last week, SOL spot ETFs saw a net inflow of $21.1 million, according to PANews. Data from SoSoValue indicates that the trading period from March 16 to March 20 (Eastern Time) was marked by notable movements in SOL spot ETFs. The Bitwise ETF BSOL recorded the highest net inflow, amounting to $20.9863 million, bringing its historical total net inflow to $803 million. Following BSOL, the Franklin ETF SOEZ experienced a weekly net inflow of $767,000, with its historical total net inflow reaching $8.24 million. Conversely, the Fidelity ETF FSOL saw the largest net outflow, totaling $1.12 million for the week. Despite this, FSOL's historical total net inflow stands at $151 million. As of the time of reporting, the total net asset value of SOL spot ETFs is $875 million, with an ETF net asset ratio of 1.72% compared to SOL's total market capitalization. The cumulative historical net inflow for SOL spot ETFs has reached $990 million.

Whales are reported to control approximately 88.5% of the SIREN token supply, according to EmberCN monitoring. When holdings on centralized exchanges (CEX) are considered, this control extends to nearly the entire spot supply. According to NS3.AI, 52 of the top 54 holder addresses seem to be owned by a single entity, which has been linked to SIREN's 30-fold increase in value over the past one and a half months.

Strategy executive chair Michael Saylor has indicated that his company has acquired more Bitcoin despite a recent market downturn. According to Cointelegraph, this downturn has resulted in a 10% loss on the company's Bitcoin investment. Saylor shared a post on X on Sunday, featuring a chart that highlighted Strategy's Bitcoin purchases, totaling approximately $52 billion since August 2020. This chart is often interpreted as a signal of the company's intention to continue investing in Bitcoin, which is typically viewed as a positive sign by investors. The potential acquisition would add to Strategy's significant Bitcoin purchases this month, including 17,994 Bitcoin on March 9 and 22,337 Bitcoin on March 16, amounting to $2.9 billion. This activity occurs amid rising military tensions between the United States and Iran, raising concerns about a prolonged energy and oil crisis. Bitcoin experienced a 4% drop to $67,725 on Sunday before partially recovering to $68,100 at the time of writing. With Strategy's average cost per Bitcoin at around $75,696, the company is currently experiencing a loss of over 10% on its Bitcoin investment, as reported by BitcoinTreasuries. Strategy has been financing its Bitcoin acquisitions through high-yield perpetual preferred stock offerings, such as Stretch (STRC), which provide investors with monthly dividends while allowing the company to expand its Bitcoin holdings without diluting MSTR common shares. However, the company halted funding through STRC last week after failing to secure new capital from the preferred stock. Strategy's shares (MSTR) fell 6.6% last week to $135.66, erasing some of the gains made earlier in the month, according to Google Finance data. Despite being one of the top performers in the U.S. stock market from January 2023 to July 2025, the shares have since declined by 68.7% from their all-time high of $434.20. Other corporate Bitcoin treasury stocks have faced even greater challenges, leading to questions about the sustainability of corporate crypto treasuries.

Aware Super, the Australian pension fund managing A$235 billion ($164 billion), has appointed Alex Satchcroft as the head of private equity. Bloomberg posted on X, this move is part of a larger leadership reorganization led by Chief Investment Officer Simon Warner. The reshuffle aims to enhance the fund's investment strategies and optimize its portfolio management.

据 Whale Alert 监测，USDC Treasury 于以太坊链上执行一笔销毁操作，共销毁 50,000,000 枚 USDC。

PANews posted on X (formerly Twitter). In a recent interview with CNN, Barbara Fried, the mother of Sam Bankman-Fried (SBF), expressed her belief that her son is a victim of 'runaway prosecution.' She mentioned that U.S. President Donald Trump shares this view. However, the White House has clarified that Trump stated in January he does not plan to pardon SBF. It remains unclear whether Fried's comments are based on insider information or simply a mother's wishful thinking.

Electric Capital's latest research identifies 501 real-world revenue sources, revealing that only 34 have on-chain scales exceeding $50 million. According to ChainCatcher, these assets are primarily concentrated in U.S. Treasury bonds, private credit, and corporate debt. The remaining 93% face seven major obstacles, including legal structures and entity integration. The report highlights distribution channels as the biggest bottleneck. Among 35 non-stablecoin real-world assets with on-chain revenue, only two have more than 2,000 holders, with top assets being highly concentrated. For instance, BlackRock's BUIDL sees its top ten holders controlling 98% of the supply.

根据 SoSoValue 数据，上周交易日（美东时间 3 月 16 日至 3 月 20 日）XRP 现货 ETF 净流入 64.00 万美元。上周净流入最多的 XRP 现货 ETF 为 Bitwise ETF XRP，周度净流入为 463.69 万美元，目前 XRP 历史总净流入达 3.75 亿美元。其次为 Canary ETF XRPC，周度净流入为 197.82 万美元，目前 XRPC 历史总净流入达 4.21 亿美元。上周净流出最多的 XRP 现货 ETF 为 21Shares ETF TOXR，周度净流出为 597.86 万美元，目前 TOXR 历史总净流出达 2387 万美元。截至发稿前，XRP 现货 ETF 总资产净值为 10.10 亿美元，ETF 净资产比率（市值较 XRP 总市值占比）达 1.14%，历史累计净流入已达 12.10 亿美元。

尽管发生了价值430亿美元的比特币系统故障及2400万美元的罚款，Bithumb仍计划于3月31日举行股东投票，以决定首席执行官李在元是否留任。监管机构目前仍在调查此次系统故障以及该交易所的海外订单簿交易。

稳定币和区块链基础设施正成为构建下一代支付体系的核心，AI Agent经济或许会成为影响最为深远的领域。

比特币是全球对全球流动性最为敏感的资产，因此倘若各国为支撑持续的军事冲突而疯狂印钞，我们理应看好这款加密货币的表现。

金色财经推出加密货币和区块链行业早报《金色早8点》3004期，为您提供最新、最快的数字货币和区块链行业新闻。

3月17日，万事达卡宣布以 18 亿美元收购 BVNK，其中包含3亿美元的业绩对赌部分。

就在刚刚，南半球那个爱冲浪、爱袋鼠的国家——澳大利亚，突然扔出了一颗“深水炸弹”。

长期以来，无论监管机构或从业人员均存在将代币等同于证券的惯性思维。

金色周刊是金色财经推出的一档每周区块链行业总结栏目，内容涵盖一周重点新闻、矿业信息、项目动态、技术进展等行业动态。

AI 叙事继续发酵，相关个股的近期表现却有的身在盛夏，有的如在寒冬。

自伊朗战争爆发近三周以来市场一直抱持一个令人宽慰的押注：能源供应中断将是短暂的，霍尔木兹海峡将重新开放，美联储的降息周期将如期恢复。过去一周，这个押注彻底崩塌。