三村淳：稳定币激增可能巩固美元关键货币地位

比特币守住71K，摩根士丹利争发ETF，CLARITY法案取得关键突破：今日加密晨报

On March 26, 2026, Bitcoin (BTC) stabilized above the $71,000 support level, while Ethereum (ETH) traded at $2,165, with both showing sustained positive returns over the past 30 days. The U.S. CLARITY Act stablecoin compromise proposal has made progress, with regulatory policies set to impact the DeFi ecosystem. The SEC declared Bitcoin and Ethereum as commodities, ushering in a new era of ETFs. DeFi platform Balancer announced closure due to vulnerabilities, sparking discussions on governance structures. In the global macroeconomic environment, the Federal Reserve maintained interest rates unchanged amid rising oil prices, facing challenges in implementing rate cuts.

CFTC主席：加密永续合约业务回流美国，是CFTC创新政策议程的核心组成

BlockBeats 消息，3 月 26 日，美国商品期货交易委员会（CFTC）主席 Michael Selig 表示，推动真正意义上的加密货币永续合约业务回流美国，是 CFTC 创新政策议程的核心组成部分。

Gate日报（3月26日）：Circle被控错误冻结交易所钱包；分析师曝大摩比特币ETF即将推出

Bitcoin price continues to rebound, recently reported at $71,220. ZachXBT pointed out that Circle mistakenly froze exchange wallets, involving the DFINITY ecosystem. Bloomberg analysts predict Morgan Stanley will launch a spot Bitcoin ETF, potentially being the first bank to issue such a product. Crypto market news is abundant, including Solana positioning itself as AI internet infrastructure. Investor interest in the market has weakened, with prices fluctuating around $70,000.

SEC 擬推代幣化「創新豁免」，立法者激辯雙層市場風險

美国众议院金融服务委员会召开听证会，讨论代币化与证券未来问题，SEC主席提议"创新豁免"作为监管沙盒，以推动区块链资产的创新。意见分歧明显，支持者强调现代化和竞争力，反对者担心形成双层市场和潜在风险。业界呼吁明确监管，以防创新外移。

Citigroup Slashes 12-Month Bitcoin and Ethereum Price Targets, Citing Weakened U.S. Crypto Legislation as Drag on Upside Catalysts

花旗集团下调比特币和以太币未来12个月目标价，显示对加密市场的中期前景转为谨慎，主要因美国加密资产立法进展缓慢。比特币目标由143,000美元降至112,000美元，以太币降至3,175美元。尽管未来仍有上行空间，但缺乏新的政策催化使得价格短期可能在区间内震荡。花旗对以太币的评估更加审慎，认为其受链上活动影响较大。

Grayscale 看到加密货币估值开始恢复，全球压力缓解

加密市场显示出韧性，随着地缘政治紧张局势缓解和油价下跌降低了宏观压力，为数字资产在投资者情绪转变和监管信号改善的背景下潜在复苏奠定了基础。 油价下跌和风险缓解中的加密稳定性浮现