火必周刊（3.20-3.26）

火币资讯Published on 2023-03-27Last updated on 2023-03-27

Abstract

上周不容错过的新闻速览，本周事件抢先一览。

上周不容错过的新闻如下：

上周利好事件

1. 关键词：瑞士信贷、流动性援助

据彭博社报道，瑞士银行将以 30 亿瑞士法郎 (33 亿美元) 的全股票交易方式收购其瑞士信贷。瑞士央行将向瑞银提供 1000 亿瑞士法郎的流动性援助，政府将为瑞银收购的资产可能发生的损失提供 90 亿瑞士法郎担保。瑞士金融市场监管局 FINMA 表示，约 160 亿瑞信债券将变得毫无价值。鉴于瑞信是一家系统重要性银行，瑞士央行行长 Thomas Jordan 周日晚间在新闻发布会上表示「必须迅速采取行动，尽快找到解决方案」。

2. 关键词：俄罗斯杜马、俄罗斯中央银行数字货币

俄罗斯国家杜马在本周批准了建立俄罗斯中央银行数字货币（CBDC）发行和监管体系的法律草案一读，此外，俄罗斯还批准了对俄罗斯民法典进行修改并将数字卢布定义为“非现金货币”的法案的一读，以及制定了有关钱包协议和数字货币继承的规则，这两项法案主要弥补了货币数字化带来的监管空白。

3. 关键词：美联储加息、见顶

华尔街日报：美联储周三批准再次加息0.25个百分点，但暗示银行系统的动荡可能会使该央行比两周前预计的更早结束加息行动。

4. 关键词：比特币期货未平仓合约、已达年度高点

CoinGlass数据显示，比特币（BTC）期货未平仓合约的名义价值已达到 120 亿美元的年度高点，当月增长 7％。未平仓头寸的增加意味着新资金正在流入市场，但并不能说明交易者是在为价格上涨还是价格下跌做准备。

5. 关键词：银行业危机、巴菲特

据彭博社报道，随着地区银行业危机的持续发酵，伯克希尔哈撒韦公司董事长巴菲特最近几天一直在与拜登政府的高级官员保持联系。据知情人士透露，拜登团队和巴菲特在过去一周进行了多次对话，内容主要集中在巴菲特可能以某种方式投资美国地区银行业，但巴菲特也就当前的动荡给出了更广泛的建议和指导。

6. 关键词：ARB 、空投

Arbitrum 开启空投后，目前已有超7.9 亿枚$ARB 代币被申领，约占此次空投总量68.4%。另外值得注意的是，目前$ARB 流通市值已超越另一个Layer 2 强劲对手Optimism（OP）两倍以上。

7. 关键词：ARB 、空投

Arbitrum是以太坊的第二层扩容解决方案，它于3月16日宣布进行空投ARB治理代币，预计符合条件的接收者将在3月23日前获得该代币。对其空投的热情现在已经帮助另一个第二层解决方案zkSync实现了显著的周增长。

根据加密货币链上分析公司Nansen的数据，过去七天内有超过39,000个地址将超过8.71亿美元的资产桥接到zkSync上。过去一周内，桥接到zkSync的地址数量增加了5倍。

上周利空事件

8. 关键词：比利时金融市场监管机构、加密货币广告

比利时金融市场监管机构金融服务和市场管理局 (FSMA) 将在其管辖范围内实施一套新的加密货币推广规则，该规则将于 2023 年 5 月 17 日生效。

新的加密货币广告规则包含三个关键领域：信息必须准确且不具有误导性，广告必须包含强制性风险信息，加密货币公司需要在任何大规模活动之前通知 FSMA 。此外，监管机构将大众活动定义为公司针对至少 25,000 名消费者的任何促销活动。

9. 关键词：美国国税局、NFT 征税

周二公布的一份文件显示，美国国税局正在考虑是否对 NFT 征收与邮票、艺术品和美酒等其他收藏品同等的税，此举可能会对那些将数字资产纳入退休计划的人产生影响。

10. 关键词：黑山警方、Do Kwon

据 CoinDesk 报道，在黑山警方逮捕 Terraform Labs 创始人 Do Kwon 数小时后，美国纽约联邦检察官对 Do Kwon 提起刑事欺诈指控，根据诉状，Do Kwon 被控串谋诈骗、商品欺诈、证券欺诈、电汇欺诈和串谋操纵市场。

本周大事提醒

1. EOS EVM将于3月27日推出最终测试网；

2. 美众议院小组计划于3月29日就SVB、Signature倒闭举行首次听证会；

3. Twitter将于3月31日开源所有用于推文推荐的代码；

4. 俄罗斯数字卢布准备于4月1日推出消费者试点。

Crypto Systems Could Be Outpaced By Quantum Tech By 2033, Says Hoskinson

Cardano founder Charles Hoskinson warns that quantum computers could break current blockchain cryptography by 2033, with a probability exceeding 50%. He highlighted Bitcoin Improvement Proposal (BIP) 361 as a potential path for Bitcoin to migrate to quantum-resistant addresses. Most blockchains, including Bitcoin, rely on encryption vulnerable to quantum attacks. Cardano is proactively researching lattice-based cryptography and plans to adopt federal quantum-resistant standards (FIPS 203-206), leveraging its scheduled annual hard forks for seamless upgrades. Hoskinson noted that while Cardano's transition could be straightforward, Bitcoin's path is less clear due to its slower, more contested upgrade process. The broader crypto industry faces an urgent deadline to overhaul its security systems.

bitcoinist4m ago

Crypto Systems Could Be Outpaced By Quantum Tech By 2033, Says Hoskinson

bitcoinist4m ago

First Predictive Markets ETFs Delayed, Wall Street Eyes the New Business

The launch of the first U.S. prediction market ETFs has been delayed following SEC intervention for further review. These novel ETFs, proposed by firms like Roundhill Investments, Bitwise, and GraniteShares, allow investors to trade on the probability of real-world events—such as election outcomes, economic recessions, or industry trends—through traditional brokerage accounts. Instead of holding assets like stocks, these ETFs are based on binary event contracts, meaning investors could face significant, even total, losses if their predictions are incorrect. The SEC's pause is seen not as an outright rejection but as a request for more detailed disclosures. Regulators are seeking clarity on how the products track events, manage settlement risks, and communicate potential extreme losses to retail investors. Analysts suggest the delay represents a careful regulatory review to set a precedent for such innovative products. While the timeline is pushed back, the industry remains optimistic. The focus is now on whether the SEC's concerns are primarily about disclosure or the fundamental nature of the product. Regardless, Wall Street is actively exploring the prediction market space, signaling a broader interest in trading future events as a new asset class.

Odaily星球日报10m ago

First Predictive Markets ETFs Delayed, Wall Street Eyes the New Business

Odaily星球日报10m ago

BTC on a Roller Coaster, HYPE Hits New Highs | Guest Analysis

**Market Analysis: BTC Volatility and HYPE's New Highs** This week, markets experienced significant volatility. Macro pressures intensified with a bond market sell-off, rising rate hike expectations, and oil surpassing $110. Bitcoin (BTC) broke below $78K and is currently testing a critical range. The core debate centers on the nature of BTC's rally from its February low: Is it the start of a new uptrend (Path 1: bullish) or merely a B-wave rally within a larger monthly corrective structure (Path 2: bearish)? The outcome of the battle in the $78,500-$79,500 zone is key this week. * **For BTC:** * **Mid-term:** Maintain a neutral, cash position. * **Short-term:** Two contingency plans with ≤30% position size and strict stop-losses: * **Plan A (Bearish):** Sell if price rebounds but faces resistance in the $78,500-$79,500 zone. * **Plan B (Bearish):** Sell if price convincingly breaks below the $73,500-$75,000 support. * A break above $90,000-$93,100 would strongly favor the bullish Path 1 scenario. * **For HYPE:** HYPE continues its independent rally, hitting new highs with over 10% gains this week. The trend remains bullish as long as price holds above the key support at $38.41. * **Short-term Strategies (≤30% position):** * **Plan A (Bullish):** Buy on a confirmed break above $45.76. * **Plan B (Bearish):** Sell short on a confirmed break below $45.76. * **Plan C (Bullish):** Buy on a pullback finding support near $38.41. **Trade Review:** Last week, a disciplined 1x leveraged BTC long trade at $79,812, based on model signals, was closed at $81,426 for a ~2.02% profit. **Important:** Market conditions change rapidly. This analysis is for informational purposes only and does not constitute investment advice. Trade with caution and proper risk management.

marsbit18m ago

BTC on a Roller Coaster, HYPE Hits New Highs | Guest Analysis

marsbit18m ago

a16z: How Should Crypto Entrepreneurs Understand the CLARITY Act?

a16z: How Crypto Entrepreneurs Should Understand the CLARITY Act? The U.S. Senate Banking Committee's bipartisan vote to advance crypto market structure legislation, specifically the Digital Asset Market CLARITY Act, marks a historic moment for the industry. For a decade, a lack of clear U.S. regulation has stifled innovation, created consumer risks, and pushed development overseas. CLARITY aims to end this by establishing clear rules for blockchain networks and digital assets, similar to how the 1933 Securities Act shaped capital formation. The current regulatory patchwork has failed, causing legal confusion and enabling bad actors while hindering responsible builders. CLARITY provides a path forward by clarifying the regulatory roles of the SEC and CFTC, defining whether digital assets are securities or commodities, and establishing oversight for crypto exchanges and consumer protections. Crucially, CLARITY recognizes that blockchain networks are fundamentally different from traditional companies. Networks operate through shared rules and decentralized coordination, not centralized control. Applying corporate frameworks distorts them, leading to value extraction by intermediaries. Blockchain enables truly decentralized networks where value can be distributed to participants. CLARITY is designed to make this viable under U.S. law, allowing builders to operate transparently, raise capital domestically, and focus on long-term innovation without structural compromises due to regulatory ambiguity. The bill's progression follows earlier House efforts like FIT21 and the House CLARITY Act, which received strong bipartisan support. If passed, CLARITY could unlock significant innovation within the U.S., similar to the growth seen after the GENIUS Act for stablecoins, helping the U.S. lead in the digital economy while better combating fraud and abuse.

marsbit38m ago

a16z: How Should Crypto Entrepreneurs Understand the CLARITY Act?

marsbit38m ago

AI Benefits Senior Staff? 40% of CEOs Plan to Cut Junior Positions, Young People's Jobs Are More at Risk

The traditional assumption that senior employees are first in line during layoffs is being inverted in the AI era. A survey of 415 CEOs by Oliver Wyman and the NYSE reveals 43% plan to cut entry-level positions in the next 1-2 years to shift towards a mid-to-senior talent structure, a sharp rise from 17% last year. The logic is that AI excels at automating routine, cognitive tasks typically handled by junior staff (e.g., coding, data review), while the experience and judgment of senior employees remain harder to replicate. Research indicates this shift primarily manifests as a hiring freeze for junior roles rather than mass layoffs. Goldman Sachs estimates AI currently nets a loss of about 16,000 US jobs monthly, disproportionately impacting Generation Z concentrated in highly automatable white-collar roles. This raises long-term concerns about a broken talent pipeline, as companies risk having no future senior managers trained internally. Despite the dominant trend, a minority of successful AI adopters, like IBM and Salesforce, are expanding junior hiring, arguing these employees are adept at using and building AI tools. However, most companies are still in early AI deployment phases, with 67% in planning/pilot stages and many reporting returns below expectations. The overarching reality is a weakening of job security across all levels, as organizations reshape for an AI-augmented, leaner future.

marsbit1h ago

AI Benefits Senior Staff? 40% of CEOs Plan to Cut Junior Positions, Young People's Jobs Are More at Risk

marsbit1h ago

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