aria

Theo dõi từ Catcher Predict, dự đoán thị trường Polymarket về sự kiện "Giải quần vợt Mỹ Mở rộng: Tomas Etcheverry đối đầu với Mariano Navone", tỷ lệ thắng của tùy chọn "Tomas Etcheverry" trong thị trường con "US Open ATP: Tomas Etcheverry vs Mariano Navone" đã có sự biến động mạnh, từ 61.5% một giờ trước đã tăng vọt lên 88.5% hiện tại (biến động lên tới 27%). Xin lưu ý rằng các tin tức đột xuất liên quan có ảnh hưởng.

Theo dõi của Catcher Predict, dự đoán trên thị trường Polymarket về sự kiện "Giải quần vợt Mỹ ATP: Jamie Faria đối đầu với Carlos Alcaraz", tỷ lệ thắng của tùy chọn "Tổng số bàn: Lớn hơn / Nhỏ hơn 4.5" trong thị trường con "Lớn hơn 4.5" đã xảy ra biến động mạnh, từ 44.5% một giờ trước giảm xuống còn 22% hiện tại (biến động lên tới 22.5%). Xin lưu ý rằng các tin tức đột xuất liên quan có ảnh hưởng.

Arbitrum hệ sinh thái chuỗi trên sản phẩm phái sinh Variational thông báo thị trường giao dịch hoán đổi (Swaps) của mình đã chính thức ra mắt, với các thị trường đầu tiên bao gồm vàng (XAU) và chỉ số Nasdaq 100 (US100). Giao dịch hoán đổi tương tự như hợp đồng vĩnh viễn, đều có thể cung cấp sự tiếp xúc với tài sản cơ sở, điểm khác biệt nằm ở nguồn cung thanh khoản và chi phí giữ vị trí: chi phí giữ vị trí của giao dịch hoán đổi dựa trên lãi suất cho vay bằng đô la Mỹ, hiện tại bên mua phải trả hàng năm từ 4% đến 6%, bên bán thu phí hàng năm từ 2% đến 3%, thay thế cho tỷ lệ phí vốn biến động lớn.Thị trường Swaps hoàn toàn miễn phí giao dịch, hạn mức hợp đồng mở ban đầu khoảng 10 triệu đô la cho mỗi thị trường, đội ngũ dự định trong vài ngày tới sẽ nâng hạn mức lên trên 50 triệu đô la, và thỏa thuận ban đầu của họ có thể hỗ trợ quy mô hợp đồng mở vượt quá 1 tỷ đô la. Đội ngũ cho biết, trong vài tháng tới sẽ tiếp tục nâng hạn mức, ra mắt thêm nhiều thị trường hoán đổi và hợp đồng vĩnh viễn, phát hành API giao dịch, và thúc đẩy việc thực hiện thanh khoản 24/7.

ChainCatcher thông báo, theo báo Fortune, công ty khởi nghiệp khai thác mỏ do phần mềm điều khiển Mariana Minerals đã hoàn thành vòng gọi vốn B trị giá 310 triệu USD, do Khosla Ventures dẫn đầu, cùng với sự tham gia của Andreessen Horowitz (a16z), Breakthrough Energy Ventures, Greenoaks, BHP Ventures, Mitsubishi Corporation và các tổ chức khác. Đến nay, tổng số vốn huy động của công ty đạt 400 triệu USD, định giá 1,5 tỷ USD.Mariana được thành lập vào năm 2024 bởi Turner Caldwell, một thành viên của đội ngũ thiết kế và xây dựng nhà máy Tesla, có trụ sở tại San Francisco, cam kết tái định hình ngành khai thác mỏ truyền thống bằng công nghệ phần mềm. Công ty hiện đang vận hành hai mỏ: Copper One (mỏ đồng, mục tiêu sản xuất 50.000 tấn đồng tinh chế mỗi năm) ở bang Utah và Lithium One (mỏ lithium, dự kiến bắt đầu sản xuất thương mại vào năm 2027) ở bang Texas.

Tin tức từ ChainCatcher, nền tảng cho vay lãi suất cố định không giám sát Tenor thông báo đã hoàn thành vòng gọi vốn hạt giống, do Variant dẫn đầu, Nascent tham gia, cùng với Prelude, Coinbase Ventures, Lattice, Very Early và nhiều nhà đầu tư thiên thần khác tiếp tục hỗ trợ. Số tiền gọi vốn chưa được công bố.Tenor được xây dựng trên giao thức cho vay lãi suất cố định Midnight dựa trên Morpho, hiện đã ra mắt trên mạng Base, và sẽ mở rộng ra nhiều chuỗi khác, hỗ trợ các chức năng như gia hạn tự động, báo giá OTC và tính lãi suất biến động cho các đơn hàng chưa xác định. Nền tảng hiện tại hỗ trợ cho vay thế chấp tài sản tiền điện tử, dự kiến sẽ mở rộng sang thị trường ngoại hối và tín dụng.

According to Fortune, the crypto-focused venture capital firm Variant has completed the fundraising of its new fund, Variant 4, totaling $222 million. The fund will invest in projects at their earliest stages, focusing on the theme of "autonomy" to integrate AI and crypto applications.Partner Jesse Walden stated that in the future, the label "crypto investor" will disappear, and crypto will become a universal "underlying pipeline" like internet infrastructure. The core is to provide users and businesses with greater autonomy and security through decentralized and contract security architecture, supporting the development of applications including DeFi platforms Uniswap and Morpho.

According to Fortune, the decentralized derivatives trading platform Variational announced the completion of a $50 million Series A funding round, led by Dragonfly Capital, with participation from Bain Capital Crypto and Coinbase Ventures.The company is headquartered in the Cayman Islands and is dedicated to building an on-chain derivatives protocol for institutional and traditional financial traders. By aggregating liquidity from traditional finance and the crypto market, it aims to provide an on-chain market for real assets such as oil and commodities that can be traded instantly. Its core product, the Omni platform, adopts a zero-fee model and combines a liquidity pool mechanism to enhance market depth and execution efficiency.Variational stated that its goal is not to compete directly with centralized exchanges but to connect multi-source liquidity through a "brokerage-style" model, including traditional financial market makers and mainstream crypto trading platforms, to address the "liquidity cold start" problem in on-chain markets.

According to crypto analyst Yu Jin @EmberCN, suspected ARIA-related addresses concentrated on selling 45.64 million ARIA early this morning, exchanging for about 5.42 million USDT, with an average transaction price of about $0.12.As a result, the price of ARIA dropped from about $1.01 to $0.09, a decline of over 90%, with the circulating market value falling from about $315 million to about $38.5 million. The aforementioned tokens were previously transferred from Gate to the blockchain through 8 wallets three weeks ago.

According to CoinDesk, Bitcoin has risen nearly 7% since Sunday, but the upward momentum has slowed after reaching the $72,000 range, with institutional fund direction unclear. The market is focused on two major uncertainties: the U.S. March CPI data (expected to exceed 3% year-on-year, driven by energy prices) and the progress of U.S.-Iran negotiations over the weekend.The options market shows that institutions are simultaneously favoring $80,000 call options on Deribit and BlackRock's IBIT-related call options while maintaining a high proportion of put options to hedge against downside risks. If the CPI exceeds expectations, it may strengthen the Federal Reserve's interest rate hike expectations, putting pressure on risk assets, including Bitcoin.

VanEck's research director Matthew Sigel analyzed in a post on the X platform that the current protective demand in the Bitcoin derivatives market has risen to the historical 99th percentile, which is typically seen as a "contrarian buy signal" under extreme risk-averse market sentiment, and he judges that the market is currently suitable for establishing long positions.The VanEck Digital Transformation ETF (NODE), which Matthew Sigel also manages, has risen 27% since its inception, while Bitcoin has fallen 33% during the same period, achieving lower volatility performance through diversified allocation and focusing on profitable sectors. However, he also warns that if the massive capital expenditures in the artificial intelligence (AI) sector do not generate corresponding returns, it could pose substantial pressure on the market, especially in the context of a concentration in S&P 500 constituents.Note: Percentile is a statistical position concept, with the 99th percentile representing a relatively extreme level, and the 50th percentile representing the median level.

According to Jinshi reports, Huatai Securities believes that the better-than-expected rebound in March's non-farm data shows the resilience of the U.S. labor market. However, under the conflict in the Middle East, the impact of high oil prices on inflation expectations is more critical for the Federal Reserve's monetary policy.Recently, the ongoing conflict in the Middle East has intensified, and the oil supply gap caused by the blockade of the Strait of Hormuz has driven up oil prices and inflation expectations. Inflation is currently the core variable of the Federal Reserve's monetary policy.

Bitfinex Alpha's latest report supports that the current Bitcoin trend is under dual pressure from weakening demand and a deteriorating macro environment, with the market's future direction gradually being dominated by ETF fund flows.Currently, after failing to break through the range high, Bitcoin has fallen back to near the monthly opening level. The recent rise has been driven more by short liquidations rather than support from spot buying, reflecting insufficient upward momentum.At the same time, there has been a noticeable change in institutional funds. The continuous net outflow of Bitcoin ETFs indicates that the market is actively de-risking, and the capacity to absorb funds has significantly slowed down, further suppressing price performance.

According to CoinDesk, as of 1 AM, the number of long positions in BTC/USD on the Bitfinex exchange has surged to 79,343, reaching a 28-month high since November 2023.Historical data indicates that the surge in long positions on this platform has often served as a contrarian indicator, typically signaling price tops and impending sell-offs. For example, in the fourth quarter of 2025, while the number of BTC/USD longs increased by 30%, the spot price of Bitcoin fell by 23%.Currently, this extreme bullish sentiment indicator has once again raised a red flag. Coupled with geopolitical tensions and macroeconomic pressures, market analysts believe that Bitcoin's consolidation in the $65,000 to $75,000 range may end with a downward breakout, deepening the downtrend that began from last year's peak.

QCP Capital released a market analysis stating that BTC's current price remains around $74,000, oscillating within a recent range with insufficient upward momentum.Although the overall cryptocurrency market is under pressure, the decline is relatively controllable compared to the pullback of other macro-sensitive risk assets. On-chain data shows that there is still buying behavior at lower levels, but spot trading volume is low, and recent price movements are mainly influenced by macro factors.On the macro level, this week is the most important central bank policy week of the year. The Federal Reserve will announce the results of the March interest rate meeting on Wednesday, while the European Central Bank, Bank of Japan, and Bank of England will successively release their decisions on Thursday. Due to high oil prices, the market has significantly lowered interest rate cut expectations, and the interest rate environment's support for crypto assets is weakening.At the same time, geopolitical risks persist, and oil prices remain around $100 per barrel, with the market overall maintaining stagflation expectations. QCP Capital points out that BTC currently does not exhibit pure high-beta risk asset characteristics, nor has it formed a stable inflow of safe-haven funds. Before the policy path and geopolitical situation become clearer, the range-bound oscillation pattern may continue.

Kristin Smith, president of the Solana Policy Institute, recently shared her views on the legislative progress of the Clarity Act. She stated that although the bill faces resistance due to the withdrawal of support from Coinbase CEO Brian Armstrong and controversies in the banking sector, its complexity determines the long-term nature of the legislative process. Current negotiations exhibit two new characteristics: first, senior officials from the White House are directly involved, with presidential aides like David Sacks pushing for dispute resolution; second, traditional financial institutions are participating in negotiations for the first time.If the Senate Banking Committee can complete its review of the bill by March or April, there is hope to advance the legislation before the July recess; otherwise, the next window will not open until the fall. Smith, who previously led the Blockchain Association and spearheaded the passage of the Genius Act, believes that despite facing opposition from figures like Elizabeth Warren, the support from key Democrats such as Chuck Schumer and the ongoing pressure from President Trump are changing the odds of the bill's passage. On Wednesday, after Trump urged the banking sector to make concessions in a post on Truth Social, expectations in the market for the passage of cryptocurrency legislation within the year have noticeably increased.