三村淳：穩定幣激增可能鞏固美元關鍵貨幣地位

BTC 15分钟上涨0.79%：链上大額資金流入與宏觀政策利好共振推升市場

2026-03-12 15:15 至 2026-03-12 15:30（UTC）時段，BTC錄得+k線收益率0.79%，價格區間在69702.5至70428.9 USDT之間波動，振幅達到1.04%。該時間窗口內成交活躍，市場關注度明顯升溫，短線波動加劇。 本次異動的主要驅動力是鏈上大額資金流動與機構參與熱度提升。同期多筆1,000 BTC以上的大額轉賬流入交易所冷錢包，鯨魚地址集中買入，同

The Market Is No Longer Fully Pricing in Expectations for One Fed Rate Cut in 2026

Gate News reported that on March 12, market traders no longer fully price in expectations of a single Federal Reserve rate cut in 2026. Previously, the market broadly anticipated the Federal Reserve would implement one rate cut in 2026, but current trading pricing shows this expectation has shifted.

路透调查：63 位經濟學家預計美聯儲下季度降息 25 個基點至 3.25%-3.50%

Gate News Report: On March 12, according to a Reuters survey, among 96 surveyed economists, 63 expect the Federal Reserve to cut the federal funds rate by 25 basis points in the next quarter to a range of 3.25%-3.50%, higher than the 51 out of 101 economists expected in the February survey. Additionally, among 37 surveyed economists, 29 stated that the Federal Reserve is more likely to maintain interest rates unchanged for a longer period than previously expected.

ABA 警告穩定幣可能會從當地銀行抽走存款

ABA候任主席警告稳定币使用增加可能會透過減少銀行存款而損害美國銀行，影響農村貸款和社區貸款。如果沒有監管，銀行可能需要創新以留住存款人並支持當地經濟。

Monex Europe：伊朗衝突推動避險資金流入，美元短期獲支撐

Monex Europe分析師報告指出，伊朗衝突推動避險資金流向美元，短期內美元可能繼續受支撐，因油價上漲和美聯儲維持緊縮政策。不過，長期來看，能源價格擔憂減退可能使美元面臨下行風險。

BTC 15-minute surge of 0.85%: Fed policy shift and ETF fund resonance driving buying pressure

2026-03-12 09:30 至 2026-03-12 09:45（UTC）期間，比特幣（BTC）在0.93%振幅區間內快速推升，收益率達到+0.85%，價格徘徊於69678.0至70324.2 USDT，成交量較前一小時均值提升約38%。市場關注度大幅攀升，短線多頭情緒顯著放大。 本次異動的主要驅動力為美聯儲主席凌晨發布的政策轉向信號，暗示未來加息節奏可能放緩，市場普遍解讀為流動性環境邊際