Gate Cryptocurrency News and Market Analysis

Grayscale 已向美國證券交易委員會提交 Bittensor (TAO) 信託的 S-1 修正案，這是一種讓投資者以證券形式獲得 TAO 敞口的工具。該信託存在溢價/折價風險及流動性限制，尚未達成追蹤 TAO 價格的目標。這一申請可能是朝向合規投資工具或 ETF 的重要一步。隨著 Bittensor 生態系統技術突破的關注增加，機構需求也在上升。

Adobe 疑似遭受針對性攻擊，約 1,300 萬筆用戶資料可能外洩，來源為其委託的印度外包公司。攻擊者使用遠端存取木馬獲取訪問權限，數據洩漏包括客戶和員工資訊，以及未公開的安全漏洞記錄。專家建議用戶立即開啟雙重認證並修改密碼，提高警惕防範社工詐騙。

Grayscale, a crypto asset manager, reported on April 2, 2026 that geopolitical tensions in the Middle East and a sharp oil price shock have delayed rate-cut expectations and kept investors cautious, even as crypto valuations have held relatively steady compared to other risk assets.

幣安創始人CZ的新書《Freedom of Money》將於下週上市，導致BSC鏈上兩種Meme幣「幣安人生」和「Freedom of Money」出現顯著波動。儘管CZ表示書籍收益全數捐贈慈善，但投機者仍然利用書名預期進行套利。若最終中文書名不同，可能引發市場反應和風險。

Bittensor 子網路 3 領導的 Covenant-72B 模型於近來推出，具720億參數，並於全球70多個節點進行無許可訓練，在MMLU測試中獲得67.1分。此成就提升了TAO代幣價格近乎翻倍，並改變了業界對分散式AI訓練的認知。此外，GMAI指數的漲幅主要源自TAO，顯示整體市場回暖尚待觀察。

肯塔基州成功阻止了HB380條款第33條，該條款要求硬體錢包製造商提供密碼重置機制，被批評為變相禁令，因為這與現行HB701法案保護加密資產自主控制權相違背。最終修正後的HB380提交州長簽署，維持了州對比特幣的友好政策。

Telegram Wallet has partnered with Lighter to introduce perpetual trading within the app, offering over 50 markets and 50x leverage. This integration enhances accessibility to decentralized finance tools while promoting growth in the DeFi sector and encouraging developer participation.

Wallet in Telegram, the crypto asset management tool embedded within the Telegram messaging platform, has partnered with decentralized exchange Lighter to introduce perpetual futures trading directly in the app, making leveraged positions accessible to more than 150 million users.

The Commodity Futures Trading Commission (CFTC) and the U.S. Department of Justice filed separate lawsuits on April 2, 2026 against the states of Illinois, Connecticut, and Arizona, as well as their respective gaming regulators, asserting that the CFTC has “exclusive jurisdiction” over prediction markets under the Commodity Exchange Act (CEA).

Polymarket, the world’s largest prediction market platform, has introduced markets tied to equities, commodities, and exchange-traded funds, using blockchain oracle provider Pyth Network as the resolution source to automatically settle daily contracts based on real-time price data.

騰訊 QQ 正式接入 OpenClaw 平台，讓 QQ 用戶可直接在對話框中使用「小龍蝦」AI 功能，無需技術設定。此次接入包括私聊對話、多媒體訊息、跨帳號管理及安全憑證管理等功能，降低了用戶進入 AI 生態的門檻。此外，騰訊還推出「龍蝦」長期記憶服務，提升 AI 聊天體驗及記憶持續性，並計劃擴建 AI 算力中心。

Circle Internet Group unveiled plans for cirBTC, a wrapped Bitcoin token backed 1:1 by native BTC, designed to provide institutions with a secure and neutral version of wrapped Bitcoin for use in decentralized finance applications, lending protocols, and trading.

一個以追高做多和追跌做空著稱的巨鯨地址近期在 4 月 3 日遭遇連環清算，累計爆倉金額達 2,385 萬美元，週內清算共計 37 筆，總規模達 1.16 億美元。該地址在清算後迅速注入新資金並重建高槓桿倉位，顯示出其「爆倉—補倉—再爆倉」的循環操作模式。若行情繼續下行，將面臨進一步清算風險。

David Schwartz's insights on XRP suggest that a higher price enhances its efficiency for banks in cross-border payments, requiring fewer tokens for transactions. This can lower liquidity pressure, reduce operational costs, and improve capital efficiency, making XRP a more viable option in the evolving global payments landscape.

Riot Platforms 在第一季售出 3,778 枚比特幣，平均價格為 76,626 美元，獲得約 2.895 億美元收益，並保留 15,680 枚比特幣。礦商因能源成本上升而被迫拋售，並面臨高油價和挖礦困難增加的影響，造成市場結構性賣壓，促進行業整合，利於成本效益較高的大型礦商。

On April 1, 2026, U.S. spot Bitcoin exchange-traded funds (ETFs) recorded net outflows of $173.73 million, while Ethereum ETFs posted $7.10 million in outflows, marking a fragile start to the second quarter after a partial recovery in March.

마이클 버리가 울리는 암호화폐 시장의 경고음..."담보 붕괴 악순환"이 온다