吴说区块链

據 Lookonchain 監測，知名交易員 James Wynn 提取 1654 枚 USDC 獎勵並向 HyperLiquid 存入 3911 枚 USDC。隨後，其以 40 倍槓桿開倉做空 2.69 枚 BTC（價值約 19 萬美元），預估清算價格為 71112.48 美元。

According to Arkham monitoring, Ethereum OG thomasg.eth, who held as much as $538 million in crypto assets (including ETH, WBTC, and DAI) at the 2021 market peak, is rebuilding positions. On-chain data shows that the whale just purchased $3 million worth of ETH; combined with recent operations, it has accumulated purchases of up to $19.5 million worth of ETH within this week.

According to Arkham monitoring, Ethereum OG @thomasg_eth, who held as much as $538 million in crypto assets (including ETH, WBTC, and DAI) at the 2021 market peak, is rebuilding positions. On-chain data shows that the whale just purchased $3 million worth of ETH; based on recent operations, it has accumulated purchases of up to $19.5 million worth of ETH within this week.

Wu Shuo learned that decentralized perpetual futures exchange GMX announced that a governance proposal regarding "recruiting the first Chief Executive Officer (CEO)" has been formally approved. This position will be responsible for overall strategy planning and organizational structure optimization of the protocol, with an application deadline of April 3rd. GMX stated that it is seeking a senior leader with experience in scaling decentralized infrastructure.

According to SoSoValue data, Bitcoin spot ETFs recorded a total net outflow of $52.1092 million yesterday (March 20, US Eastern Time), marking the third consecutive day of net outflows. Among these, BlackRock's IBIT saw a net outflow of $45.9441 million, while VanEck's HODL recorded a net inflow of $2.9646 million. Ethereum spot ETFs experienced a total net outflow of $41.9715 million, also the third consecutive day of net outflows. BlackRock's ETHA had a net outflow of $31.4508 million, while its ETHB recorded a net inflow of $5.4658 million.

比特币矿企 Bitdeer 披露截至 2026 年 3 月 20 日的周度数据：公司本周产出 126.3 枚 BTC，并已全部出售，因此净增持为 0，当前不持有自有 BTC（不含客户存款）。

吴说获悉，据 CloverPool 数据显示，比特币网络于 2026 年 3 月 21 日（区块高度 941472 ）迎来挖矿难度调整。本次挖矿难度大幅下调 7.76% 至 133.79 T 。数据显示，该调整周期内的全网平均算力约为 760.10 EH/s ，平均出块时间为 12 分 36 秒。分析指出，出块时间显著高于 10 分钟的基准目标，反映出此前周期内部分矿工算力出现下线或流失，从而触发了本次大幅度的难度下调机制。

英國公司註冊局已啟動對加密交易平台 Zedxion Exchange Ltd 的強制註銷程序。此前，美國財政部海外資產控制辦公室（OFAC）指控該平台處理約 10 億美元與伊朗伊斯蘭革命衛隊（IRGC）相關資金。調查顯示，Zedxion 及關聯公司 Zedcex 雖以「休眠公司」名義註冊，卻被指通過穩定幣為伊朗網絡提供資金流轉服務。英國方面稱其註冊文件包含虛假信息，包括使用虛構董事身份。（Bitcoincom）

Wu Shuo learned that Strategy CEO Phong Le stated in a post that Morgan Stanley's planned spot Bitcoin ETF (MSBT) is a "massive Bitcoin bet." He pointed out that Morgan Stanley's wealth management assets under management reach $8 trillion, and if configured at the recommended modest 2% allocation ratio, it would bring $160 billion in capital inflow to the market, approximately three times the scale of BlackRock's IBIT.

吳說獲悉，據分析師餘燼監測，某巨鯨/機構地址自 3 月 10 日以來，正持續進行大資金的「定投」式買入 ETH 操作。最新鏈上數據顯示，該實體於今日凌晨再次通過一個新錢包斥資 3072 萬 USDT 購入 14,424 枚 ETH 。截至目前，該神秘巨鯨已累計通過 6 個不同的錢包地址，在鏈上花費約 2.53 億 USDT 共計買入 11.78 萬枚 ETH ，綜合買入均價約為 2149 美元。該建倉地址群此前曾被部分平台標記為 ShapeShift 創始人 Erik Voorhees ，但隨後已被其本人公開明確否認。

Wu Shuo learned that according to HK01, the Hong Kong virtual asset trading platform JPEX, which was involved in an alleged fraud case, had another hearing at the Eastern Magistrates' Courts on March 16. Eight defendants, including internet celebrities Lin Zuo and Chen Yi, are facing multiple charges including conspiracy to defraud and money laundering. The magistrate announced that the case would be adjourned to June 1 for the next committal proceedings. In the meantime, apart from the first defendant Zheng Junxi who must remain in custody, the remaining 7 defendants including Lin Zuo have be

加密風投機構 Electric Capital 發布研究稱，其梳理的 501 種現實世界收益資產中，僅 34 種在鏈上規模超過 5000 萬美元，約 93% 尚未被 DeFi 覆蓋，當前主要集中在美國國債、私募信貸、公司債等 RWA 資產。報告還指出，RWA 代幣化資產持有者高度集中，例如 BlackRock BUIDL 前十大持有人控制約 98% 供應。Electric Capital 認為，穩定幣規模增長及 AI 基礎設施融資需求等因素可能推動更多 RWA 上鏈。（The Defiant）

吳說獲悉，據 CryptoQuant 貢獻者 Maartunn 監測，Galaxy Digital 剛剛再次轉出/售出了 700 枚 BTC。該機構曾於 3 月 17 日在數小時內轉移了超過 1346 枚 BTC，近期累計流出逾 2000 枚。近期頻繁的大額轉移或暗示其正在進行資產拋售或場外結算。

Wu Shuo learned that according to Galaxy Research Research Director Alex Thorn's post, the US SEC and CFTC recently jointly released 2026 digital asset guidelines, completely overturning the regulatory framework of the Gensler era. The new regulations classify assets into five categories, clearly specifying that only "digital securities" need to be registered under securities law. Additionally, the new guidelines established a "safe harbor": explicitly stipulating that airdrops, mining, and staking do not constitute securities transactions; while also establishing an exemption pathway for seco

烏克蘭政府計劃對政治資金中的加密捐款實施監管，以防止外國勢力通過加密資產影響國內政治。烏克蘭國家證券與股票市場委員會表示，相關框架將引入「旅行規則」（Travel Rule），要求虛擬資產服務提供商報告交易信息，並限制與俄羅斯資本相關的參與者進入本國加密市場。烏克蘭議會已於 2025 年 9 月一讀通過《虛擬資產市場法》，預計將明確數字資產的法律地位及稅收規則。（cryptopolitan）

據 ZDNet Korea，韓國國稅廳計劃最早於今年上半年選擇民間加密資產託管機構，用於保管被查封的虛擬資產。該機構正制定遴選標準，重點考察安全要求、企業規模及是否根據《虛擬資產用戶保護法》購買保險等因素。此前因資料中意外泄露助記詞，韓國國稅廳查封的加密資產曾兩次遭竊，隨後決定改由專業託管機構保管。

According to Bubblemaps monitoring, a single entity obtained 40% of the Fabric Protocol token ROBO airdrop total (approximately 199 million tokens), worth approximately $8 million at the time of token launch. Two months before ROBO's launch on February 27, this entity provided initial funding from 7 exchanges to approximately 7,500 new wallets using similar amounts of ETH. These wallets transferred through 3 layers of new wallets to cover their tracks, ultimately completing a Sybil attack and claiming the airdrop. It is understood that Fabric previously received $20 million in financing partic