MarsBit News

Mars Finance News: According to market information, as of press time, Bitcoin ETF net inflows of 2,955 BTC (valued at $219 million), Ethereum ETF net inflows of 7,894 ETH (valued at $18.5 million), and SOL ETF net inflows of 24,020 SOL (valued at $2.27 million).

Bitcoin Layer 2 Network Stacks Announces SIP-034 Upgrade, Boosting DeFi Application Processing Capacity by up to 30x. Through optimizing transaction limits and improving block capacity utilization efficiency. This improvement particularly benefits complex DeFi applications and is expected to indirectly increase STX token transactions and fees.

Arkham Intelligence monitored that Grayscale transferred a total of 6511 ETH to Coinbase Prime address approximately one hour ago, valued at approximately $15.08 million.

March 17th, data shows XRP address holders surpassed 7.7 million for the first time, with daily active addresses reaching 46,767, indicating sustained market demand growth. Current XRP price is approximately $1.50, and if it breaks through $1.60, it is expected to further rally to the $2 region.

Mars Finance News: Robinhood Ventures Fund recently completed two private market investments totaling approximately $35 million. The fund invested approximately $14.6 million in payment company Stripe and approximately $20 million in AI audio startup ElevenLabs. Stripe is currently valued at approximately $159 billion and operates stablecoin platform Bridge.

The open-source AI platform OpenClaw has rapidly gained popularity due to its scalability and flexibility, but there are serious security vulnerabilities regarding its safety. CertiK's research indicates that existing review mechanisms cannot effectively protect third-party Skills in high-privilege environments. Attackers can easily bypass security detection, leading to leaks of sensitive user information. CertiK recommends that developers enforce sandbox isolation and fine-grained permission control, while users should avoid using unverified Skills on critical devices.

火星财經消息，3 月 17 日，據 OnchainLens 監測，美股上市加密金融科技公司 Antalpha 向 Cobo 的存款錢包地址轉入 1,700 枚 XAUT，按當前價格計算價值約 846 萬美元。 Tether Gold（XAUT）是由 Tether 發行、以實物黃金支持的代幣化黃金資產。

歐盟外交與安全政策高級代表卡拉斯呼籲美國和以色列結束對伊朗的戰爭，強調通過外交手段緩解衝突，並與中東國家磋商推動談判。同時，針對荷爾木茲海峽的危機，提議借鑑《黑海穀物倡議》保障航行安全。

French company Capital B raises €3 million through warrant financing, with investors including TOBAM and UTXO Management, aimed at accelerating bitcoin reserve strategy, expecting to add 36 BTC, with potential holdings reaching 2,880 BTC if fully executed, showing corporate bitcoin reserve strategies remain on an expansion trajectory.

Moody's推出代币集成引擎，旨在将分析数据接入區塊鏈並分發信用評級，通過該平台客戶可以在數字市場獲取信用評級數據。此外，Moody's已在Canton Network上運營一個節點。

火星财经消息，3 月 17 日，以色列军方表示，真主党已在「加紧准备」，拟于未来数小时内向以色列发动火箭弹袭击。(金十)

Mars Finance News: On March 17, Ethereum reserve company Sharplink disclosed that its Ethereum reserve strategy has accumulated a total of 15,464 ETH staking rewards, valued at approximately $36 million at current prices. The company stated that it obtained 493 ETH through staking in just the past week alone, worth approximately $1.1 million. Sharplink emphasized that by holding and staking ETH long-term, its assets can continuously generate new ETH returns, achieving a compound growth model of "ETH earning ETH".

Mars Finance News: On March 17, according to LookOnChain monitoring, Aster officially launched its mainnet, with the block explorer now live on its official website. At the same time, the largest ASTER long position on the decentralized derivatives trading platform Hyperliquid currently holds 25.93 million ASTER tokens (approximately $20.4 million), with current unrealized gains of approximately $3.9 million.

CFTC於3月17日發佈No-Action立場，允許Phantom Technologies Inc.在特定條件下無需註冊為經紀商，明確了對自託管加密錢包的監管態度。該軟體僅幫助用戶連接註冊期貨商，未註冊不受執法行動影響。

Mars Finance reported that crypto data institution Kaiko published data on the X platform showing that the spot market share of US crypto exchanges has risen from approximately 8% to 15% within a year, nearly doubling. Meanwhile, bitcoin liquidity in the US domestic market is continuously strengthening and has surpassed some offshore exchanges on multiple trading pairs. Analysis suggests that this change is primarily driven by ETF demand, institutional trading consolidation, and improvements in compliance and transparency.

作者：見微知著雜談
晚上看了一篇JPM的最新金屬周報觀點，主要講解的是在霍爾木茲海峽航運中斷背景下，主要金屬品種面臨「避險拋售」與「供應衝擊」之間的博弈。
核心結論：
1、黃金（Gold）：短期「被錯殺」，長期大牛市
核心矛盾：避險屬性vs 流動性危機
短期承壓（「賣一切」模式）：近期金價下跌並非避險失效，而是在市場恐慌（VIX指數飆升）時，投資者為籌措保證金和現金，無差別拋售所有資產（包括黃金）。數據顯示，當VIX>30且上升時，黃金周度上漲概率僅45%，平均回報為負。
戰術買入點：歷史數據顯示，這種恐慌性拋售通常持續約10-15天。在拋售後的第3天起，金價往往會開啟

Mars Finance reported that according to Gate market data, the US stock market opened with the Dow Jones Industrial Average up 0.66%, the S&P 500 Index up 0.42%, and the Nasdaq Composite Index up 0.33%. Qualcomm (QCOM.O) rose 3.2%, with the company approving a $20 billion stock buyback plan and increasing dividends. Micron Technology (MU.O) rose 2.5%, with the company beginning mass production of HBM4 memory for Nvidia. The Nasdaq China Golden Dragon Index rose 0.25%.