Robinhood Markets 公布 2026 年 2 月运营数据。截至 2 月底，平台资金账户用户数为 2740 万，较 1 月增加约 14 万，同比增加约 174 万；平台总资产规模为 3140 亿美元，环比下降 3%，同比增长 68%。交易方面，2 月股票交易额为 1944 亿美元，环比下降 14%，同比增长 36%；期权成交 1.803 亿份，环比下降 10%，同比增长 9%。加密货币交易额为 250 亿美元，环比增长 9%，同比增长 74%。其中 Robinhood App 加密交易额为 94 亿美元，环比增长 8%，Bitstamp 交易额为 156 亿美元，环比增长 10%。此外，Robinhood 2 月净存款为 56 亿美元，过去 12 个月累计净存款为 678 亿美元。保证金融资余额为 172 亿美元，同比大幅增长 98%。整体数据显示，尽管股票交易活跃度有所回落，但加密交易量仍保持较快增长。

Factory activity in New York state remained stagnant in March, primarily due to a decrease in shipments. Bloomberg posted on X that despite this slowdown, manufacturers are optimistic about reduced inflationary pressures in the coming months. The decline in shipments has been a significant factor in the overall stagnation of factory activity, impacting the state's manufacturing sector. However, the outlook remains positive as manufacturers anticipate a less challenging inflation environment, which could potentially ease operational strains. The expectation of reduced inflationary pressures suggests a more favorable economic climate for manufacturers moving forward.

Solana has experienced a nearly 10% increase over the past month. According to NS3.AI, three bearish indicators are challenging the upward trend. These include increased address profitability, reduced holder accumulation, and approximately $306 million in long leverage. These factors could exert downward pressure on Solana's price if it falls below $89.

如果说当下的加密行业还有哪些投资人值得期待，蔡文胜应该算一个。

Bank of America is preparing for a significant expansion at One Bryant Park in midtown Manhattan, where it currently serves as the anchor tenant. Bloomberg posted on X, revealing that the financial institution is looking to increase its footprint in the iconic skyscraper. This move comes as part of Bank of America's broader strategy to enhance its presence in key urban locations. The expansion is expected to bolster the bank's operations and accommodate its growing workforce. One Bryant Park, known for its sustainable design and prime location, offers Bank of America an opportunity to further establish its influence in the financial hub of New York City. Details regarding the timeline and scale of the expansion have yet to be disclosed.

Key TakeawaysBitcoin is trading at $73,900, up 2.39% in 24 hours, per SoSoValue dataEthereum has climbed to $2,286, gaining 4.40% and decisively reclaiming the $2,200 levelLayer1 led sector gains with a 2.59% rise; Zcash (ZEC) surged 7.99% to top individual performersAI, CeFi, DeFi, Meme, and Layer2 sectors all posted gains ranging from 1.58% to 2.47%Sector indices ssiLayer1, ssiAI, and ssiRWA rose 3.80%, 3.76%, and 2.96% respectivelyThe broader cryptocurrency market continued its recovery on March 16, with gains spread across majors and sectors, according to SoSoValue data.Bitcoin climbed 2.39% over 24 hours to $73,900, while Ethereum advanced 4.40% to $2,286, decisively reclaiming the $2,200 level. The moves extend a broader recovery trend that has seen risk appetite return to crypto markets following recent lows.Sector BreakdownThe PayFi sector rose 2.67%, with Telcoin (TEL) up 3.92% and Dash (DASH) gaining 3.62%. Layer1 added 2.59%, led by Zcash (ZEC), which surged 7.99% to rank among the session's strongest individual performers.The AI sector gained 2.47%, with Bittensor (TAO) rising 6.57%. CeFi advanced 2.45%, with Binance Coin (BNB) up 2.86%. DeFi added 1.97%, with PancakeSwap (CAKE) jumping 7.75%. The Meme sector climbed 1.73%, with Pepe (PEPE) up 5.07%, while Layer2 rose 1.58%, with ImmutableX (IMX) gaining 4.67%.Among composite indices, MAG7.ssi rose 2.90% and MEME.ssi gained 0.44%, while DEFI.ssi slipped marginally by 0.05%.Sector Indices Signal Broader StrengthLonger-term sector performance indices reinforced the bullish picture, with ssiLayer1 up 3.80%, ssiAI advancing 3.76%, and ssiRWA rising 2.96% -- pointing to sustained momentum in infrastructure, artificial intelligence, and real-world asset tokenization narratives.

预测市场数据平台 Parity 在 X 平台发文表示，近 30 天预测市场收入排名前 6 名分别为：Kalshi 收入 1.1 亿美元：Polymarket 收入 420 万美元左右；Crypto.com 收入 417 万美元左右；Opinion Labs 收入 136 万美元；Limitless 收入 117 万美元左右；IBKR 收入 60 万美元左右。

Shell anticipates sustained growth in global demand for liquefied natural gas (LNG) due to its flexibility and reliability. Bloomberg posted on X, highlighting that despite ongoing conflicts in the Middle East causing price volatility, the energy giant remains optimistic about LNG's long-term prospects. The company believes that LNG will continue to play a crucial role in the global energy landscape, driven by its adaptability to various energy needs and its ability to provide a stable energy supply. This outlook comes as geopolitical tensions in the Middle East contribute to fluctuations in energy prices, underscoring the importance of reliable energy sources like LNG.

Key TakeawaysTrump is considering seizing Kharg Island, which handles approximately 90% of Iran's crude oil exports, if the Strait of Hormuz blockage continuesThe White House is seeking to form a multinational "Hormuz Alliance" to reopen the strait, with an announcement expected this weekTrump ordered strikes on Kharg Island military facilities on Friday but did not target oil infrastructureIran is blocking oil exports from Gulf countries while allowing tankers carrying Iranian crude to pass freelyNo country has publicly committed to joining the coalition; Trump warned NATO allies that non-participation would negatively impact the allianceThe Trump administration is weighing a significant military and economic escalation in the Persian Gulf, including the potential seizure of Iran's Kharg Island oil hub, as efforts to reopen the Strait of Hormuz intensify, according to four sources cited by Axios.Kharg Island, located approximately 15 miles off the Iranian coast, is the transit point for roughly 90% of Iran's crude oil exports. US officials acknowledged that seizing the island would deliver a severe economic blow to the Iranian regime but warned it could also trigger retaliatory strikes by Iran against oil infrastructure across Gulf states.Hormuz Alliance Takes ShapeThe White House has branded its coalition-building effort the "Hormuz Alliance." Trump called for participation from China, France, Japan, South Korea, and the United Kingdom in a Truth Social post on Saturday, stating that the US and multiple nations would send warships to the Persian Gulf. Speaking aboard Air Force One on Sunday, Trump said the US is in negotiations with seven countries, some of which have already declined to participate.Trump discussed the plan with UK Prime Minister Keir Starmer by phone on Sunday and warned NATO allies that failure to respond would carry consequences for the alliance's future. As of reporting time, no country has publicly committed to joining, though senior US officials indicated they expect announcements of support this week.Strikes Already UnderwayTrump ordered strikes on military facilities on Kharg Island on Friday, though oil infrastructure was not targeted. The move signals a graduated escalation approach, with the potential island seizure representing a more dramatic step that would require US ground forces.Iran has been blocking oil exports from Gulf countries while permitting tankers carrying Iranian crude to pass freely through the strait -- a selective disruption that has heightened tensions with regional oil exporters and global energy markets.Macro Risk for CryptoA sustained Hormuz disruption or military escalation involving Gulf oil infrastructure carries significant macro implications for risk assets including crypto. Oil price shocks historically tighten financial conditions and weigh on high-beta assets, though Bitcoin has at times traded as a geopolitical hedge during periods of acute uncertainty. Traders will be watching for any coalition announcements or further escalation this week as a potential volatility trigger.

据 Gate 数据，WTI 原油日内跌 3.00%，现报 96.27 美元/桶。

Key TakeawaysUSDC holdings have surpassed USDT in Colombia, South Africa, the United States, Germany, and Brazil, according to Lisk Research Head Leon WaidmannUSDT retains its position as the globally dominant stablecoin, but the gap is narrowing rapidlyWaidmann shared the findings in a post on XUSDC has overtaken USDT in actual holdings across several major markets, including the United States, Germany, and Brazil, according to Leon Waidmann, Research Head at Lisk.Posting on X, Waidmann cited stablecoin adoption data showing that USDC holdings have surpassed those of USDT in five countries: Colombia, South Africa, the United States, Germany, and Brazil. The finding marks a notable shift in the stablecoin competitive landscape, particularly given USDT's long-standing dominance in most major markets.Waidmann acknowledged that Tether's USDT continues to hold the top position globally by total holdings, but noted the gap between the two stablecoins is closing at a rapid pace.The data points to a potential geographical bifurcation in stablecoin preference, with USDC gaining ground in regulated Western markets where institutional adoption and compliance considerations may favor Circle's offering over Tether. USDT continues to dominate in emerging markets and regions where dollar access and transaction utility take precedence over regulatory profile.           

印钞机已经跑起来了，未来的天花板仅取决于两大变量。

加密货币的本质是一种消费品，这也是货币的由来历程。

Tether 正从一家稳定币公司，长成撼动传统金融的超级力量。

小龙虾的爆火把 2026 年的加密交易拉进了全自动的时代。

中国对其能源韧性表现出信心，声称凭借雄厚的储备和国内产量，足以应对当前伊朗冲突引发的全球石油供应中断——尽管美国总统唐纳德·特朗普正敦促北京方面协助保障具有战略意义的霍尔木兹海峡的安全，以备其本月晚些时候的计划访问。

2026年3月的第一个星期，旧金山的天气阴晴不定，恰如此刻人工智能赛道上的风云变幻。

澳大利亚参议院经济立法委员会建议通过一项新法案，将加密货币平台纳入该国的金融服务监管体系，此举使澳大利亚在实施数字资产综合监管框架方面又迈进一步。

RWA 项目应该把资源集中在一件事上——找到真正好的 RWA 资产。

澳大利亚金融监管机构ASIC警告年轻投资者，不要仅依赖社交媒体或人工智能获取理财建议，因为这些渠道可能不可靠且存在风险。一项调查显示，23%的Z世代持有加密货币，其中许多人根据网红内容或短期投机进行交易。