风险投资巨头凯鹏华盈 Kleiner Perkins 宣布已募集 35 亿美元资金以支持人工智能市场，此次募资交易包括旗下 KP22 基金募集 10 亿美元，以及 25 亿美元用于投资成长阶段的公司。凯鹏华盈表示，目前市场基本面有利于扩大投资规模，市场发展仍处于早期阶段，人工智能正助力当今的初创企业以前所未有的速度迭代和发展。（彭博社）

据 Lookonchain 监测， 随着比特币短时上涨，James Wynn 开设的“蚂蚁仓”40 倍杠杆比特币空单再次遭全部清算。

10x Research 在 X 平台发文分析指出，稳定币经济之争已在 Circle 与 Coinbase 之间展开。Circle 股价近期单日下跌约 0%，部分投资者将其归因于 CLARITY 法案带来的不确定性，但亦有观点认为该法案将构成结构性利好。Circle 支持联邦层面的稳定币监管框架，以换取 USDC 的机构合法性与长期扩张空间，而 Coinbase 则更侧重通过收益型余额实现短期盈利，两者在商业模式上形成对立。在监管框架下，Circle 或放弃部分高利润分销模式，但将获得更具持续性的“监管确定性”，有望推动机构采用、全球结算场景及与传统金融体系的深度融合。10x Research 补充指出，基于当前市场环境，将重新审视此前提出的“做多 Circle、做空 Coinbase”观点并评估该策略是否仍然有效。

Revolut,银行,Robinhood,a16z深度解析Revolut：持续复利的增长引擎 金色财经,Revolut在其现有市场仍有巨大的发展空间。

资深投资人 Simon Dixon 公开批评 Michael Saylor 推动的比特币增持策略，称其可能加剧比特币的中心化风险。目前，Strategy 已持有约 76.2 万枚 BTC，占总供应量超过 3%。公司近期还推出 420 亿美元 ATM 融资计划，拟继续增持比特币。Dixon 指出，该模式将比特币与传统金融体系深度绑定，使其更易受到短期交易和价格操纵影响，背离去中心化初衷。他建议回归自托管与长期持有策略，而非通过上市公司进行集中化配置。(thestreet.com)

Evan Cheng, speaking on the Paul Barron Network YouTube channel, emphasized that Sui's long-term strategy is centered around developing native on-chain solutions. According to NS3.AI, Cheng highlighted the importance of creating unique systems rather than replicating existing payment infrastructures. This approach aims to leverage blockchain technology to offer innovative solutions tailored to the needs of the digital economy.

A senior leader in Malaysian Prime Minister Anwar Ibrahim's party has refuted allegations of soliciting and receiving a bribe from businessman Victor Chin. Bloomberg posted on X, highlighting the growing impact of the corporate mafia scandal in Malaysia. The controversy has intensified, drawing significant attention in the Southeast Asian nation as authorities continue to investigate the matter. The leader's denial comes amid heightened scrutiny and calls for transparency in the political and business sectors.

香港财经事务及库务局局长许正宇回应香港稳定币及数字人民币及发展，他表示香港手机号码开立的数币钱包数目及使用量均有稳定增长，截止 1 月底累计录得约八万个数币钱包登记。中国人民银行与香港金管局正探讨数币钱包升级的安排及可行性，以提高数币钱包的使用额度、扩大应用场景及提升用户体验。稳定币和央行数字货币（如数字人民币），以及其他新型支付工具，包括代币化存款和快速支付系统跨境连线等，在符合相关法律和监管要求的前提下，均有潜力被应用于交易结算、本地或跨境支付等不同场景。（香港特别行政区政府新闻公报）

前 Zcash 联创、现 StarkWare 首席执行官 Eli Ben-Sasson 在 X 平台发文回顾加密周期指出，相较上一轮由 Terra 崩盘、三箭资本、以及 FTX 等事件引发、充斥欺诈与过度投机的“加密寒冬”，当前熊市周期呈现出截然不同特征，本轮环境更像是“传统金融的熊抱（TradFi Bear Hug）”，在监管趋暖及主流金融机构加速入场背景下，加密行业一度被视为新金融基础设施，但同时也在一定程度上挤压了“经济自由与创新实验”的原生精神。虽然当前加密行业正处于短期创新动力受限与领导力缺失的阶段，但长期来看，自由与创新仍将回归，并会驱动下一轮发展。

The European Central Bank (ECB) is gearing up to announce the standards for a potential digital euro by this summer, according to Piero Cipollone, a member of the ECB Executive Board. According to Cointelegraph, this move aims to assist payment providers and merchants in preparing their systems ahead of any issuance decision. Cipollone informed European Union lawmakers that once these standards are revealed, the ECB will collaborate with market participants to integrate them into payment terminals and other solutions promptly. Cipollone emphasized that finalizing the rulebook would enable new terminals and payment applications to be equipped with the necessary infrastructure, providing European companies with an advantage once EU legislation is enacted, which the ECB anticipates will occur in 2026. The ECB's digital euro pilot, which began seeking licensed payment service providers in March, is set to run for 12 months starting from the second half of 2027. This pilot will test person-to-person and point-of-sale payments in a controlled environment, aiming for technical readiness for potential issuance around 2029, contingent on legal framework approval by lawmakers. Earlier analyses by the ECB estimated that implementing a digital euro could cost EU banks between 4-6 billion euros over four years, representing approximately 3% of their annual IT maintenance budget, as reported by Reuters in February. Cipollone advised lawmakers to weigh these costs against the long-term benefits of retaining more merchant fees and expanding European payment schemes. He reiterated that the digital euro is envisioned as a public payments infrastructure, utilized by private intermediaries like banks and payment service providers to offer wallets and services, rather than a direct-to-consumer product from the ECB. The digital euro is designed to complement cash and bank deposits, not replace them, Cipollone noted. He highlighted that accessibility features, such as voice commands and large-font displays, are being incorporated into the reference app design to ensure inclusivity. Additionally, the ECB aims for central bank money to remain the "anchor" for future wholesale markets, referencing its Pontes project, which explores settling tokenized securities in central bank money across various distributed ledger technology platforms, and its Appia roadmap for a tokenized European financial ecosystem. In a separate address, Cipollone discussed how tokenized central bank money could serve as the settlement asset for stablecoins and tokenized deposits.

2026 年 3 月 24 日，Circle 的 CEO Jeremy Allaire 大概度过了上市以来最难熬的一个交易日。

美国稳定币监管，正在从“边界划分”进入“结构约束”。

加密圈的 AI 焦虑，是一个叙事透支的行业遭遇外部冲击之后的应激反应。

在全球创作者警告称此举将削减英语账号的收入后，埃隆·马斯克暂停了X平台对创作者支付政策的调整。在X重新考虑此次更新期间，现行支付系统将保持不变。

爱尔兰当局成功解锁了一个曾被认为永久封存的比特币钱包，追回了与已定罪毒贩克利夫顿·柯林斯有关的500枚比特币。这一突破性进展挑战了人们对丢失加密资产的既有认知。

Ripple正在新加坡金融管理局（MAS）的BLOOM沙盒中测试其RLUSD稳定币，以实现跨境贸易支付的自动化。此次与Unloq合作的试点项目旨在利用XRP账本上的可编程支付，取代低效的手动流程。

Anthropic,OpenAI,买不到 Anthropic 的人 把它的影子股炒到了 16 倍 金色财经,上周四，纽交所多了一只新股票，代码 VCX。

ETH,加密货币,43 岁富豪离世 他实控的 OnlyFans 曾探索加密世界 金色财经,OnlyFans曾购买数千万美元的ETH。

本文旨在详细阐述 L1 与 L2 的发展愿景，并为以太坊 L1 与所有希望融入生态的链，搭建一条相互赋能的合作路径。