Gate 深度报道与加密市场分析

BlackRock的iShares质押以太坊信托基金(ETHB)在纳斯达克交易的第一周内累计管理资产$254 百万美元，自该基金于3月12日上市以来，投资者净流入了$146 百万美元。

WLFI推出的AgentPay SDK专为AI代理系统设计，允许其在EVM兼容区块链上自主管理资金与执行交易，无需人工介入。这一开源支付框架旨在提升金融基础设施的合规性与安全性，并重定位USD1为AI原生交易的结算资产。此举显示了加密行业向AI驱动的代理经济转型的趋势。

World Liberty Financial (WLFI) 在2026年3月19日推出了AgentPay SDK,这是一个开源工具包,使AI代理能够在可编程政策约束下,在与EVM兼容的区块链上持有、发送和交易USD1稳定币。

Pi Network announced the launch of its Pi Launchpad testnet, focusing on user acquisition and product utility for tokens. The three core design principles are: token utility for user acquisition, rewards flowing into liquidity pools, and mandatory runnable products. The platform supports projects in promoting innovation, while pioneer users can participate in testing and acquire tokens, creating positive feedback. This design helps establish a healthy decentralized exchange ecosystem and avoids speculative token issues.

Strive (ASST) increased its Bitcoin holdings to 13,627.9 BTC as of March 17, ranking 10th globally, with a total market value of approximately $944.3 million. The company recorded a fourth-quarter book loss of $393.6 million, with 93% attributed to Bitcoin value fluctuations rather than cash losses. Strive raised funds through SATA preferred shares to support its Bitcoin strategy, with a dividend yield of 12.75%.

Strive (Nasdaq: ASST)是由Vivek Ramaswamy创立的企业资金管理公司，在过去一周增加了317枚比特币，截至2026年3月17日，总储备达到13,627.9枚比特币，在公开比特币资金管理公司中排名第10位。

在Web3中,有一个越来越多人相信的叙事,即NFT和AI注定会相交融合。大多数人把这想象成"用你的NFT图像来训练AI",这在技术上是对的,但同时也忽略了更深层的要点。真正发生的是所有权驱动型AI的出现,其中你的钱包并不

预测市场平台Kalshi近日宣布完成逾10亿美元融资，估值达220亿美元，显示其商业模式已进入盈利轨道。融资背景下，Kalshi面临亚利桑那州的刑事指控，但CFTC支持其业务合法性，指出州法律不具管辖权。此情况显示预测市场正逐渐成为金融科技的主流。

EtherFi announced a $25 million investment in Plume's real-world assets protocol Nest, a move aimed at introducing stable yield and reducing dependence on crypto market volatility. The nBASIS vault configured for this deployment integrates strategies including crypto basis trading, staking rewards, and government securities returns, allowing users to streamline participation in high-yield operations. As the RWA market rapidly expands, its tokenized total value has grown to $27 billion, primarily driven by US Treasury securities.

据The Block报道，由摩根大通董事总经理Nikolaos Panigirtzoglou领导的分析师团队在3月19日的报告中指出，去中心化交易所Hyperliquid在寻求全天候油价敞口的非加密交易者中获得了显著关注，其西德克萨斯中质原油（WTI）永续合约的交易量在2026年3月中旬达到17亿美元的峰值。

比特币价格急剧回落至约70,400美元；贝莱德的以太坊质押基金首周管理资产超过2.5亿美元，质押率高达95%。摩根士丹利则提交现货比特币ETF的修订案。美股因地缘政治影响大幅下跌，市场信心低迷，建议控制杠杆比例以避险。

比特币期权交易者已经布局了重大的下行保护，过去一个月的看跌期权与看涨期权未平仓持仓比率平均为0.77——这是自2021年6月以来的最高水平，并且在自2019年中期以来所有读数的第91百分位数内，根据VanEck的2026年3月比特币ChainCheck报告。

摩根大通报告指出，去中心化交易所Hyperliquid的WTI石油永续期货合约交易量大增，主因为其能在传统市场休市期间提供全天候交易，吸引了寻求即时对冲的交易者。Hyperliquid的技术优势以及高杠杆选择，使其在加密衍生品市场中获得竞争优势。传统交易所虽在布局全天候交易，但与Hyperliquid的产品结构仍有差异。

美国职棒大联盟（MLB）与去中心化预测市场平台Polymarket达成独家合作，合约价值高达3亿美元，标志着预测市场监管的分歧。MLB此次与Polymarket及CFTC签署协议，凸显联邦与各州对预测市场的不同管辖权立场。若各州胜诉，合约将可终止以降低法律责任，这也反映了预测市场向主流金融的逐步靠拢。

预测市场平台Kalshi Inc.在由Coatue Management领投的新一轮融资中筹集了超过$1 亿美元，估值达到$22 亿美元——约为其2025年12月$11 亿美元估值的两倍。

Bitcoin has recently been affected by supply shocks and geopolitical pressures, with prices declining from their highs to around $69,500. Large volumes of Bitcoin flowing into exchanges have triggered market panic. Major sellers include dormant wallets resuming activity and early investors taking profits. Technically, Bitcoin has broken below the $72,000 support level, with $64,000 becoming a key support level. A breach of this level could lead to further downside risks.