地緣政治

March 16th, the crypto market continued to rally, with Bitcoin breaking through $74,000, up 2.9% in 24 hours. Ethereum and Solana showed larger gains, indicating capital flowing toward higher-risk crypto assets. The improving macroeconomic environment provided support for the market, with falling oil prices and a weakening dollar aiding liquidity release. The market is focused on the upcoming Federal Reserve meeting, which could impact future interest rate expectations.

美國加密貨幣現貨ETF在3月9至13日回暖，比特幣ETF淨流入約7.634億美元，以太幣則錄得1.609億美元。以太幣價格也回升至2,000美元以上，比特幣回到7萬美元區間。市場分析認為ETF資金回流和地緣政治風險升高為反彈原因，但未來走勢仍受央行政策會議和油價波動影響。

美國參議院以89比10通過住房法案，禁止在2031年前發行中央銀行數位貨幣（CBDC），並促進私營穩定幣市場發展。該法案引發兩院對禁令期限的分歧，眾議院期望其為永久性禁令。儘管支持度高，但在眾議院後續協商中仍有不確定性與政治變數。

比特幣最近突破73,000美元，表現強勁，與科技股和黃金脫鉤。分析師預測若市場回穩，可能漲至75,000至80,000美元。然而，地緣政治風險和極度恐懼的市場情緒仍對價格形成壓力。同時，以太坊基金會以約1,020萬美元出售以太幣以維持營運。

美聯儲主席鮑威爾可能在任期結束後繼續留任理事，打破先例。文件顯示，鮑威爾希望在調查結束後能專注家庭，當前特朗普施壓降息，但缺乏支持新理事會主席的票數。

比特幣於3月16日突破74,000美元，漲幅達3.68%，主要受ETF資金流入、減半供給影響及地緣避險需求驅動。雖然市場情緒偏樂觀，但短期波動加劇，投資人需謹慎控制風險，觀察未來的支持位與賣壓情況。

Ledger Asia-Pacific head Shibayama stated that if the US implements a stablecoin yield ban, international discussions will increase. Countries like Australia have already provided regulatory exemptions, and currently most stablecoins do not offer yields to users. US regulatory legislation is progressing slowly due to opposition to ban clauses supported by the banking industry. Asian financial institutions have shifted their focus toward tokenization of financial products and stablecoin issuance, rather than crypto-native products like DeFi.

Ledger Asia-Pacific head Shibayama said that if the US bans stablecoin yield distribution, it will trigger a new global crypto regulatory landscape, with some countries potentially introducing more attractive policies. The Asian market is more focused on blockchain infrastructure and financial product tokenization, with large institutions showing reduced interest in direct crypto asset investments. As regulations improve, institutional investors are becoming more cautious when selecting custodial service providers.

The U.S. Army has signed a 10-year contract with defense technology company Anduril, valued at up to $20 billion, consolidating 120+ independent procurement agreements into an enterprise-level contract. The company was founded by Palmer Luckey, founder of Oculus VR, and focuses on software-defined modern warfare.

近日，關於以色列總理內塔尼亞胡健康狀況的傳聞引發關注，多名用戶在預測市場上押注他在3月31日前將下台。內塔尼亞胡嘗試透過新視頻澄清，但仍遭質疑，認為視頻可能是AI合成，未能消除爭議。

日本光纖電纜製造商藤倉計劃在日本和美國投資最高3000億日元，以將光纖電纜產能擴至三倍，滿足人工智能數據中心的需求。這項投資是應對日美經濟合作協議的舉措，且許多日本企業也在加大AI基礎設施相關投資。

Middle East tensions escalate as US military takes action against Iranian energy facilities; Iran warns of retaliation. Hormuz Strait traffic declines, shipping risks rise, and aluminum supply chains tighten. US 2022 GDP revised down to 0.7%, PCE holds at 3.1%, and labor market remains resilient. In crypto markets, BTC returns to key level of $71,300.

Bitcoin recently rebounded to nearly $73,000, driven by institutional fund inflows and geopolitical factors. Mainstream crypto assets such as Ethereum and XRP have risen in tandem. Research indicates that Bitcoin's gains are primarily sourced from ETF fund inflows and institutional accumulation, with market sentiment recovering. Technical analysis shows that $70,000 to $71,000 serves as support, with a breakthrough above $75,000 potentially triggering stronger gains.

截至3月15日，XRP在石油危機影響下逆勢走強，錄得超過4%的漲幅，且巨鯨資金流轉為正，顯示大型持有者回歸累積模式。儘管面臨ETF流出壓力及宏觀不確定性，XRP的監管地位獲得明確，長期機構配置仍然活躍。此現象引發市場密切關注其趨勢變化。

霍爾木茲海峽的地緣政治緊張可能影響比特幣及加密貨幣市場。若運輸中斷，能源價格攀升、通膨上升將使金融市場緊縮，投資人降低風險資產曝險。比特幣偏向風險資產，受影響後可能出現短期下行壓力，未平倉合約及資金費率將成為重要指標，提示市場風險。

比特幣（BTC）週末迎來強勁反彈，3 月 16 日暫報 72,490 美元左右。「超級央行週」來襲，伊朗戰爭陰影籠罩全球利率決策。美國能源部長賴特表示，伊朗衝突將在「接下來幾週」結束，隨後石油供應將回升、能源價格將下降。國際能源總署透露，緊急儲備的石油很快就會開始流入全球市場。

比特幣今早一度突破73,200美元，以太坊同樣突破2,200美元。恐慌指數上升至23，顯示極度恐慌。Tom Lee在CNBC表示，美國股市可能已在築底，科技股表現不俗，油價上漲或對美股有利，並認為當前情況不會成為系統性問題。

比特幣在上週以超過7萬美元的價格收盤，創下3月以來的最高點。白宮顧問薩克斯的反戰聲明推動市場反彈，顯示加密貨幣在地緣政治環境中的重要性。技術面顯示比特幣持穩在關鍵支撐位，未來可能繼續上漲至75,000至80,000美元。市場對地緣政治風險保持警惕，可能影響短期走勢。

AI顧問David Sacks呼籲美國從伊朗衝突中撤出，理由是該衝突對科技和加密貨幣行業構成風險。其言論是在緊張局勢升級和針對美國科技公司的有針對性威脅引發市場波動之後發表的。

Gate News report states that on March 16, US President Trump indicated that the US is in dialogue with Iran, but he believes Iran is not yet prepared. Trump also expressed uncertainty about whether he wants to reach an agreement with Iran.