Key TakeawaysBitcoin trades above $69,000, Ethereum above $2,140 amid risk-on sentiment.~$200M in short liquidations driven by low-liquidity squeeze.QCP Capital says markets are downplaying Iran escalation risks.Bitcoin ETFs saw $1.32B inflows in March, supporting prices.Crypto Markets Stabilize as Iran Risk Premium FadesCrypto markets moved higher as investors appeared to discount further escalation in the Iran conflict.According to QCP Capital, repeated delays by Donald Trump in taking action against Iran have reduced market sensitivity to geopolitical headlines.This shift has contributed to softer oil prices and stable equity futures, while Bitcoin and Ethereum climbed above $69,000 and $2,140, respectively, during Asian trading hours.Short Liquidations Drive Price Gains in Thin LiquidityThe latest move higher was amplified by derivatives activity.Approximately $200 million in short liquidations were triggered, suggesting the rally was partly driven by short covering rather than strong directional conviction.QCP noted that the move occurred in a relatively low-liquidity environment, increasing the impact of liquidations on price action.Institutional Flows Continue to Support BitcoinDespite macro uncertainty, institutional demand remains a key pillar for the market.Bitcoin ETFs recorded $1.32 billion in net inflows in March, signaling continued accumulation from large investors even as broader sentiment remains cautious.This institutional support has helped maintain price stability despite ongoing geopolitical tensions.Market Shifts Toward Risk-On PositioningThe broader market tone has shifted toward a risk-on stance, with investors showing reduced concern over near-term escalation in the Middle East.However, QCP highlights that this positioning may be premature, as markets are increasingly conditioned to react less to repeated geopolitical threats without concrete escalation.Rally Sustainability Remains UncertainWhile crypto prices have stabilized, analysts caution that the durability of the current rally is still unclear.Key factors to watch:U.S. market reaction as trading resumesFurther geopolitical developmentsContinuation of ETF inflowsLiquidity conditions in derivatives marketsWithout sustained inflows and stronger conviction, the current rally may remain fragile, with upside dependent on both macro stability and continued institutional demand.

Samson Mow has cautioned against hastily implementing a post-quantum solution for Bitcoin, highlighting potential drawbacks. According to NS3.AI, Mow pointed out that the proposed signatures could be significantly larger, ranging from 10 to 125 times the size of current ones. This increase in signature size could lead to reduced throughput and potentially reignite debates over block size.

Marc Andreessen, in a Sunday post on X, dismissed concerns about AI-induced job losses, labeling them as "all fake." According to NS3.AI, Andreessen predicted a "massive jobs boom," referencing a Business Insider report that forecasts over 67,000 software engineering positions in 2026, nearly double the number from 2023.

MicroCloud Hologram, a Nasdaq-listed company, has announced a $400 million investment to upgrade the Bitcoin protocol to withstand quantum attacks. According to Odaily, the company plans to develop a quantum-resistant protocol based on a multi-layer hybrid encryption architecture, integrating a parallel verification mechanism for post-quantum signature algorithms alongside traditional signature algorithms. This framework allows users to opt for dual signatures using both ECDSA and quantum-resistant signature algorithms, ensuring security redundancy before quantum threats become prevalent. The hybrid signature strategy not only strengthens the system's defense capabilities but also provides ample transition time for network upgrades, mitigating systemic risks associated with a complete overhaul.

BTC Digital has entered into a joint development and operation agreement with Canadian energy company Aurora Energy. According to Foresight News, the collaboration aims to leverage Aurora Energy's natural gas resources alongside BTC Digital's expertise in computational infrastructure to build high-performance computing facilities. Initially, the facilities will support Bitcoin mining, with plans to expand services to include artificial intelligence computing, data center computing, and other high-performance computing applications in the future.

Infini 创始人 Christian 在 X 平台表示，其已清仓 friend.tech 平台代币 $FRIEND。该资产在高峰时期价值超 700 万美元，目前仅以约 1 万美元价格卖出，累计剩余约 300 万枚代币。Christian 称此举为“坚持到最后的钻石手”，并提及钱包中仍持有大量已归零的 NFT 资产，感慨一个时代已经结束，而新的周期才刚刚开始。

Strive has announced a significant addition to its Bitcoin reserves, investing $7.75 million to acquire 113 BTC. According to NS3.AI, this purchase elevates Strive's total Bitcoin holdings to 13,791 BTC. As of April 2, 2026, Strive is ranked ninth among companies holding Bitcoin in their treasuries.

纳斯达克上市公司 BTC Digital 宣布与 Aurora Energy 达成联合开发与运营协议，计划在加拿大阿尔伯塔省建设离网天然气供电的计算基础设施项目，并探索能源与 AI 算力融合路径，项目一期拟建设 5–10MW 天然气发电算力设施，利用当地闲置天然气资源实现现场发电，为比特币挖矿提供稳定、低成本电力，并预留扩展至 AI 计算、数据中心及高性能计算（HPC）应用的能力。据悉，BTC Digital 将提供比特币矿机设备、算力运营经验及数字基础设施解决方案，并为后续引入 AI 算力设备与模块化数据中心做好准备。（PRNewswire）

根据 SoSoValue 数据，截至美东时间 2026 年 4 月 6 日早上八点，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 7.35 亿美元，相比上周增加 1,050,543%。Strategy（原 MicroStrategy) 宣布投入约 3.30 亿美元，以$67,718 的价格购买 4,871 枚比特币，总持仓达到 766,970 枚。日本上市公司 Metaplanet 上周宣布投入 4.05 亿美元，以$79,898 美元的价格购买 5,075 枚比特币，总持仓达到 40,177 枚。此外，另有 1 家公司上周购买比特币。英国比特币公司 BHODL 于 4 月 2 日宣布投入 6.8 万美元购买 1 枚比特币。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 1,033,280 枚，相比上周增涨 0.97%，当前市场价值约为 717.8 亿美元，占比特币流通市值的 5.2%。

纳斯达克上市公司 MicroCloud Hologram 宣布将投资 4 亿美元升级比特币协议以抵御量子攻击，该公司计划开发一种基于多层混合加密架构的抗量子协议在现有的比特币交易结构之上，引入一种并行验证机制，用于验证后量子签名算法以及传统的签名算法。在此框架下，用户可以选择同时使用 ECDSA 和抗量子签名算法进行双重签名，从而在量子威胁全面显现之前实现安全冗余。据悉，这种混合签名策略不仅能增强系统的抗攻击能力，还可为网络升级提供充足的过渡时间，避免一次性替换带来的系统性风险。（PRNewswire）

随着美国总统唐纳德·特朗普就霍尔木兹海峡问题对伊朗发出严厉威胁，警告若该水道不重新开放将面临严重后果，同时暗示停火协议可能即将达成，加密货币市场随之大幅上涨。

QuickSwap 的 Discord 服务器遭到未经授权方的入侵。已提醒用户避免访问该服务器，但资金依然安全。

今日金融圈最“炸”的一份材料，来自一篇关于霍尔木兹海峡的一线实地报告。

在接到北京方面的指令后，苹果已将其应用商店（中国区）下架了杰克·多尔西（Jack Dorsey）开发的去中心化即时通讯应用Bitchat，这凸显了抗审查技术与国家控制的数字生态系统之间日益加剧的摩擦。

迈克尔·塞勒（Michael Saylor）在X平台上的最新帖子暗示，MicroStrategy在短暂停顿后将重启比特币购买。该公司或将利用近期通过优先股筹集的资金，再购入至少1,500枚比特币。

预测市场绝非币圈新赌场，而是填补金融史400年空白的“事件资产”定价引擎：一文看透它将如何重塑下一个十年的财富逻辑

Gemini 偏袒创始人利益及依赖关联方资金的运作模式已在二级市场崩盘，正面临严峻的治理与信任危机。

石油,金融体系,中东,油价正逼近临界点——4月中旬会发生什么？ 金色财经,时间成为决定因素，石油市场走向三种路径。

对马斯克而言，将 X 打造成“超级应用”的多年愿景，正进入加速落地的关键阶段。

随着五角大楼的限制措施以及军事人工智能部署的未来问题导致与特朗普政府之间的紧张局势升级，人工智能公司Anthropic已成立了一个由员工出资的政治行动委员会——AnthroPAC。