市場快照 — BTC 與 ETH
- Bitcoin 的漲勢加速至略高於 $73,000，分析師警告在乾淨地向 $75–78K 區間推進前，必須守住 $70K（以及接近 $68K 的 200-week EMA）；突破 $78K 仍具挑戰性。據報約有 43% 的 BTC 持有者處於虧損，部分交易者顯示對買入賣權的需求。Ether 被提及為機構 ETF 擴張的一部分，但這些來源並未對其具體價格走勢作詳細報導。
資金流與 ETF
- 加拿大 Scotiabank 與 3iQ 推出主動管理的多加密貨幣 ETF，提供對 Bitcoin、Ether、Solana 與 XRP 的敞口，費率為 0.25%。加密資金庫流入放緩至自 2024 年 10 月以來的最低點，部分分析師則將這波行情歸因於機構採用與政策推動，並稱這次漲勢 “has legs”。
監管與政策
- 川普總統正式將 Kevin Warsh 提名送交參議院，擔任 Fed 主席人選。另方面，關於穩定幣利息與擬議規則的討論升溫：Eric Trump 將銀行在穩定幣爭議中形容為 “anti‑American”，有報導指出川普在抨擊銀行與推動穩定幣相關政策前數小時會見了 Coinbase 的 CEO。
穩定幣與支付
- Western Union 與 Crossmint 合作，支持計畫在 Solana 上發行的 USDPT 穩定幣，目的是將基於區塊鏈的美元轉移連接到其全球支付網絡。
產品、情緒與市場背景
- William Shatner 分享的截圖為 Elon Musk 的 X Money 限量測試版提供了早期公開線索。市場評論的辯論持續：Ray Dalio 對 bitcoin 的警告招致加密支持者強烈反駁。另方面，南韓以科技股為主的暴跌可能將追逐快錢的交易者轉向加密資產，進而放大近期的漲幅。
主要結論
- BTC 的動能是真實的，但在 $75–78K 附近面臨技術阻力；守住 $70K/$68K 關鍵。
- 機構產品擴張（Canada ETF）與企業試點（Western Union’s USDPT）顯示主流基礎設施正在成長。
- 穩定幣政策之爭成為美國政治的焦點，影響市場情緒與產業遊說。
- 新產品信號（X Money beta）與地區性股票資金流（韓國）成為間歇性需求驅動因素。
來源
- Star Trek’s Captain Kirk shows off X Money as limited beta goes live — https://cointelegraph.com/news/elon-musk-taps-captain-kirk-for-x-money?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound
- Eric Trump, World Liberty co-founder, calls banks ‘anti-American’ over stablecoin fight — https://www.coindesk.com/policy/2026/03/04/eric-trump-world-liberty-co-founder-calls-banks-anti-american-over-stablecoin-fight
- Crypto bulls slam Ray Dalio’s ‘tired narratives’ in defense of bitcoin’s future — https://www.coindesk.com/markets/2026/03/04/crypto-bulls-slam-ray-dalios-tired-narratives-in-defense-of-bitcoins-future
- Bitcoin’s bullish momentum accelerates but topping $78K remains a challenge — https://cointelegraph.com/news/bitcoins-bullish-momentum-accelerates-but-topping-78k-remains-a-challenge?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound
- Western Union teams with Crossmint to support USDPT stablecoin on Solana — https://cointelegraph.com/news/western-union-taps-crossmint-to-support-solana-based-usd-stablecoin-and-digital-asset-payout-network?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound
- Trump sends pro-Bitcoin Fed chair nomination to the Senate — https://cointelegraph.com/news/donald-trump-fed-nomination-kevin-warsh-senate?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound
- How this week’s rout in Korean stocks might have triggered crypto’s surge higher — https://www.coindesk.com/markets/2026/03/04/how-this-week-s-rout-in-korean-stocks-might-have-triggered-cryptos-surge-higher
- Canada’s Scotiabank launches multi-crypto ETF with 3iQ — https://cointelegraph.com/news/scotiabank-launches-multi-crypto-etf-with-3iq?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound
- A sucker’s rally? Why Bitcoin analysts say BTC price must hold $70K — https://cointelegraph.com/news/suckers-rally-why-bitcoin-analysts-say-btc-price-must-hold-70k?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound
- Crypto treasury inflows slow to the lowest since October 2024 — https://cointelegraph.com/news/crypto-treasury-inflow-slow-october-2024?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound
- Crypto’s new run ‘has legs’ says analyst citing Trump’s press on policy, institutional adoption — https://www.coindesk.com/markets/2026/03/04/crypto-may-be-entering-a-bull-market-as-bitcoin-rises-towards-usd75-000-and-trump-pushes-for-new-stablecoin-rules
- Trump met Coinbase CEO before slamming banks over crypto bill: Report — https://cointelegraph.com/news/donald-trump-coinbase-brian-armstrong-crypto-bill?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound
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