Gate Cryptocurrency News and Market Analysis

Pi Network 宣布其測試網的遠端程序呼叫（RPC）伺服器上線，為智能合約生態系建設奠定基礎。儘管此消息被視為利好，核心團隊拋售超過 2,180 萬枚 PI 代幣及用戶充值所帶來的持續供應壓力，仍對市場造成下行影響。技術分析顯示，PI 代幣的支撐位在 0.1736 美元，未來價格走勢需密切關注。

TON核心團隊宣布共識機制升級Catchain 2.0已開始主網部署，目標將區塊確認時間縮短至約1秒。此次升級提升了區塊生成速度，並強調應用開發者需適配Streaming API以確保良好的用戶體驗。若未適配，升級效果將大打折扣。

Bitcoin demand remains under pressure despite institutional accumulation, with 30-day apparent demand growth standing at negative 63,000 BTC, indicating that broader market selling continues to outweigh purchases by exchange-traded funds and corporate treasuries, according to a report published by CryptoQuant on April 1, 2026.

CryptoQuant報告指出，截至3月底，比特幣的「表觀需求」為負6.3萬枚，顯示市場存在供給過剩，機構的買入無法抵消散戶的拋售。巨鯨從2025年中期開始大規模拋售，推動市場進入分銷階段。儘管ETF機構買入增加，但未能改變需求疲軟的局面，且美國本土需求減弱可能進一步影響市場。地緣政治緊張局勢緩和可能成為短期反彈的催化劑。

The Hong Kong Monetary Authority (HKMA) did not issue its anticipated first batch of stablecoin licenses by the end of March 2026, missing the target timeline previously signaled by officials, with the regulator stating only that the licensing process is advancing and further details will be announced in due course.

Drift Protocol 在 4 月 1 日遭駭客盜取約 2.85 億美元資產，創下 2026 年 DeFi 安全事故最大損失紀錄。駭客快速轉換資金至 ETH 並分散存儲，提高追回難度，目前行業對追回可能性持悲觀態度。此次事件將加重 DeFi 行業監管壓力，迫使開發者加強智能合約安全。

EDX Markets Holding Company, the cryptocurrency exchange backed by Wall Street firms including Citadel Securities, Fidelity Investments, and Charles Schwab, has applied for a national trust bank charter from the Office of the Comptroller of the Currency (OCC) to offer custody, asset management, and trading settlement services.

EDX Markets申請OCC國家信託銀行牌照，旨在提供合規的數位資產託管與交易服務，填補傳統金融與加密市場的職能空缺。此次申請反映美國加密監管環境的轉變，並吸引多家主要金融機構投資，預計若獲批將強化機構投資者的信任，使EDX在市場中獨樹一幟。

4月2日，鏈上監控機構PeckShield警告HyperEVM可能遭遇重大宕機，區塊和交易停滯，影響了用戶的交易確認和智能合約交互。官方狀態頁面卻顯示「All Systems Operational」，反映出對HyperEVM層的狀況監控不足。此次宕機暴露出新主網早期穩定性的問題，具體原因待官方公告。

The US Department of Treasury issued a notice of proposed rulemaking on April 1, 2026 outlining principles for determining whether state-level stablecoin regulatory regimes are “substantially similar” to the federal framework established by the GENIUS Act, allowing smaller issuers with less than $10 billion in outstanding supply to opt for state oversight.

Solana-based decentralized trading platform Drift Protocol confirmed on April 1, 2026 that it was investigating “unusual activity” on its protocol, with onchain data indicating losses of at least $200 million in what would rank as the largest DeFi exploit on Solana since the $326 million Wormhole bridge attack in 2022.

美國總統川普在白宮演講中宣告「史詩狂怒行動」取得決定性勝利，計劃兩至三週內結束軍事介入。市場反應強烈，現貨黃金和原油價格大幅下跌，而比特幣則保持穩定。伊朗總統則發表公開信，質疑美國行為並強調伊朗的自衛權利。

比特幣（BTC）短線回落至67,600美元。美國財政部就《GENIUS法案》發起小型穩定幣監管意見徵詢，CFTC主席宣稱已準備好監管整個加密市場。市場動態中，比特幣現貨流入略高於流出，且CFTC與SEC簽署協議協調數位資產監管。

Commodity Futures Trading Commission (CFTC) Chairman Michael Selig stated on April 1, 2026 that the agency is prepared to take responsibility for the $3 trillion cryptocurrency market and reiterated its exclusive jurisdiction over prediction markets, as the Senate continues to deliberate the stalled CLARITY Act market structure bill.

香港金融管理局未能如期於3月底前發放穩定幣牌照，因高門檻要求導致審查延誤。此外，中資企業如螞蟻與京東受內地監管影響暫停申請，進一步影響審批節奏。金管局未提供具體的時間表，只表示仍在推進牌照事宜。