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。

Key TakeawaysStrategy acquired 22,337 BTC for $1.57 billion last week at an average price of $70,194, per an SEC filingTotal holdings now stand at 761,068 BTC, acquired for a cumulative cost of approximately $57.61 billionThe purchase ranks among Strategy's five largest Bitcoin acquisitions on recordFunding came primarily from record STRC preferred stock sales -- 11.9 million shares generating $1.18 billion, covering 75% of the purchaseStrategy would need to acquire approximately 238,932 more BTC, roughly 5,700 per week over 42 weeks, to reach its 1 million BTC target by year-endMichael Saylor's Strategy added another 22,337 Bitcoin to its balance sheet last week, pushing total holdings past 761,000 BTC and cementing its position as the world's largest public holder of the asset, according to a US Securities and Exchange Commission filing published Monday.The $1.57 billion purchase was executed at an average price of $70,194 per Bitcoin, below the company's overall average acquisition cost of $75,696. Bitcoin averaged $70,571 for the week of March 9–15 based on daily closing prices. The acquisition ranks among the five largest single-week Bitcoin purchases Strategy has made on record, following a 17,994 BTC buy for $1.28 billion the prior week.Total holdings now stand at 761,068 BTC acquired for approximately $57.61 billion in aggregate.STRC Drives FundingThe purchase was funded largely through record sales of Strategy's perpetual preferred equity, known as Stretch (STRC). According to the SEC filing, the company sold 11.9 million STRC shares last week, generating $1.18 billion in net proceeds -- accounting for 75% of the total Bitcoin purchase cost. An additional 2.8 million Class A common shares (MSTR) were sold, generating $396 million.The outsized STRC activity followed Strategy easing its sales rules on March 9, which allowed the company to run its STRC at-the-money offering in extended hours through a second broker. Bitcoin Quant founder Rohan Hirani noted on X that it was the first week Strategy could operate the STRC ATM under those expanded conditions, with approximately 10,767 BTC estimated to have been purchased across four active trading days via STRC proceeds alone.Saylor has described STRC as now the most liquid preferred stock in the market.Road to One Million BTCWith holdings at 761,068 BTC, Strategy requires an additional 238,932 Bitcoin to reach its widely cited 1 million BTC target. At the current weekly acquisition pace, that would require approximately 5,700 BTC per week across the remaining 42 weeks of 2026 -- a rate the company has exceeded in each of the past two weeks.

U.S. President Donald Trump is attempting to negotiate a comprehensive deal with Cuba, but nearly 6,000 U.S. property claims are complicating efforts to rejuvenate the island's struggling economy. Bloomberg posted on X, highlighting the significance of these claims as a major hurdle in diplomatic discussions. The claims, stemming from properties seized during the Cuban revolution, represent a longstanding issue that has hindered economic progress and diplomatic relations between the two nations. Resolving these claims is seen as crucial for any potential economic revival in Cuba, as they impact foreign investment and economic stability. The Trump administration's approach to Cuba has been marked by efforts to exert pressure on the Cuban government, aiming to secure concessions that could lead to improved economic conditions on the island. However, the unresolved property claims remain a significant barrier to achieving these goals, underscoring the complexity of U.S.-Cuba relations.

OpenAI 宣布已任命新的基础设施负责人负责 Stargate 计划，此前该公司决定从主要云服务提供商处租用更多 AI 服务器，而不是自建数据中心。作为重组的一部分，OpenAI 已将其计算工作分为三个小组：OpenAI 所用数据中心的技术设计、与云服务提供商和芯片公司等企业的商业合作，以及设施的现场管理。（The Information）

根据 SoSoValue 数据，截至美东时间 2026 年 3 月 16 日早上八点半，上周全球上市公司（不包含挖矿公司）配置比特币的单周总净买入为 15.7 亿美元，相比上周增加 22.7%。Strategy（原 MicroStrategy) 3 月 16 日宣布投入 15.7 亿美元(相比上周购买金额增加 22.7%), 以$70,194 的价格增持 22,337 枚比特币，总持仓达到 761,068 枚。日本上市公司 Metaplanet 上周未购买比特币，连续九周未购买。此外，另有 2 家公司上周购买比特币。英国比特币公司 The Smarter Web Company 于 3 月 10 日宣布投入 20 万美元，以$65,291 的价格购买 3 枚比特币，总持仓达到 2,695 枚；英国比特币公司 BHODL 于 3 月 13 日宣布投入$71,161 的价格购买 1 枚比特币。纳斯达克上市公司 Zeta Network Group Inc.宣布发行 1000 万美元可转债，其中首期 600 万美元将用于购买比特币。截至发稿，统计中的全球上市公司（不含挖矿公司）合计持有比特币总量为 102 万枚，相比上周增加 2.1%，当前市场价值约为 754 亿美元，占比特币流通市值的 5.1%。

North Africa is experiencing varied economic impacts due to ongoing regional conflicts. Bloomberg posted on X, highlighting that Egypt is facing economic challenges, while Algeria is seeing some benefits from the situation. The region's geopolitical dynamics are influencing economic conditions, with Egypt encountering setbacks and Algeria gaining certain advantages. The situation underscores the complex interplay of regional politics and economics in North Africa.

Iran is reportedly seeking to secure supplies of certain medicines and medical equipment, according to sources familiar with the matter. This move comes amid ongoing challenges in the country's healthcare sector. According to Jin10, the Iranian government is focusing on addressing shortages in essential medical supplies to improve healthcare services. The effort highlights Iran's continued struggle to meet the healthcare needs of its population in the face of various economic and logistical hurdles. The specifics of the supplies being sought and the potential international partners involved in these efforts have not been disclosed.

OpenAI has announced the appointment of a new head of infrastructure, marking a significant leadership change within the organization. According to Jin10, this move is part of OpenAI's ongoing efforts to enhance its technological capabilities and infrastructure management. The new appointee is expected to play a crucial role in advancing OpenAI's infrastructure to support its growing suite of AI products and services. This leadership change comes at a time when OpenAI is expanding its operations and seeking to improve the efficiency and scalability of its AI systems. The appointment underscores OpenAI's commitment to maintaining a robust and reliable infrastructure as it continues to innovate in the field of artificial intelligence.

Iran has requested that India release three oil tankers seized in February, according to sources. This request is part of ongoing negotiations between the two countries concerning the safe passage of Indian vessels through the Strait of Hormuz. According to Jin10, the discussions aim to address maritime security and ensure the smooth transit of ships in the region. The Strait of Hormuz is a strategic waterway, and its security is crucial for global oil transportation. The negotiations reflect the importance of maintaining stability in this vital maritime corridor.

Israel's Defense Forces have reported detecting a missile launch originating from Iran. According to Jin10, efforts are currently underway to intercept the missile. The situation is developing, and further updates are expected as more information becomes available.

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。

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。