宏观新闻与全球政策动态

印度两艘液化石油气船成功通过霍尔木兹海峡，运输9.27万吨货物，此举源自于国际外交谈判，减少了美军护航风险。分析指出，若德黑兰允许安全通行，将恢复超过海峡一半的交通量，导致原油期货价格下跌。

美联储将在下周会议上预计维持利率不变，利率范围为3.50%-3.75%。伊朗战争导致油价飙升和通胀压力增加，经济不确定性加大。市场普遍预期美联储按兵不动，以观察局势对通胀和就业的影响。

Gate News 消息，3 月 15 日，伊朗伊斯兰革命卫队发言人纳伊尼当地时间 14 日表示，伊朗针对美国银行分支机构的袭击，是对敌方此前袭击两家伊朗银行的回应。纳伊尼警告称，如果敌方再次采取此类行动，地区内所有美国银行分支机构都将成为伊朗的合法打击目标。此前，13 日晚，位于阿联酋迪拜和巴林麦纳麦的美国花旗银行（美国大型商业银行）分行遭到无人机袭击。

贝莱德数字资产主管表示，贝莱德比特币ETF回报为负，流入量达260亿美元，位居全球第四，反映比特币正经历剧烈换手与积累。大多数投资者选择逢低买入，仅少数对冲基金进行短期交易。

摩根大通数据显示，七国集团释放的战略石油储备每天约120万桶，无法弥补1600万桶的供应缺口，仅能填补7.5%。应急储备虽能争取时间，但无法解决根本问题。

Gate News 消息，3 月 15 日，半导体巨头 Broadcom CEO 在 2026 财年第一季度财报电话会议上表示，公司有明确的计划，到 2027 年，仅芯片业务的人工智能收入将超过 1000 亿美元。这一预测不包括连接交换机和其他所有业务部门的收入。据披露，该公司在过去 12 个月的总收入为 680 亿美元。

Gate News 消息，3 月 15 日，特朗普次子 Eric Trump 在 X 平台发文表示，不同意英国前首相 Boris Johnson 提出的"比特币是旁氏骗局"的观点。此前，Boris Johnson 表示，其一直怀疑比特币属于庞氏骗局，并称在听到多起相关案例后更加确信这一判断。

Anduril 创始人 Palmer Luckey 在访谈中表示，美国已失去发起大规模地面战争的政治共识，尤其对于伊朗。他认为美国需要从“世界警察”转变为“世界军火店”。同时，Anduril 与美国陆军签订了价值 200 亿美元的合同。

Basel III regulations on bank capital requirements may be updated in 2026, potentially lowering Bitcoin's risk classification. If so, it could unlock significant liquidity in the BTC market. Current rules impose a high risk factor, hindering banks from engaging with cryptocurrencies, prompting calls for regulatory reform to encourage traditional banking integration of BTC.

Gate News 消息，3 月 15 日，在伊朗战争背景下，标普 500（美国股市基准指数）期货流动性迅速下跌至 510 万美元，接近 2025 年 4 月「解放日」以来最低水平，比历史平均值（约 1300 万美元）低 61%。高盛数据显示，流动性低于 700 万美元即为市场压力信号。当前流动性水平意味着数百万美元订单即可推动标普 500 波动一档，类似于 2025 年关税公告引发的市场动荡。

At the Consensus conference in Hong Kong, Charles Hoskinson addressed concerns about major cloud providers threatening blockchain decentralization. He suggested technologies like MPC and confidential computing can mitigate risks, though some experts believe these merely shift the reliance on infrastructure rather than eliminate it. Despite encryption, hyperscalers retain control over hardware and access, highlighting risks of dependency, and propose developing dedicated computing networks to enhance decentralization.

由于冲突引发的安全问题，迪拜多个加密货币和商业活动受到影响，TOKEN2049延期至2027年，TON Gateway取消，巴林和沙特大奖赛因安全风险取消，影响多家CEX赞助。其他活动也已改期。

Nhà đầu tư tỷ phú Stanley Druckenmiller nhận định rằng blockchain và stablecoin có thể chỉ cần khoảng một thập kỷ nữa để trở thành nền tảng chính cho hệ thống thanh toán toàn cầu. Tuy nhiên, ông vẫn hoài nghi về khả năng tiền điện tử có thể đóng vai trò như một kho lưu trữ giá trị. Trong cuộc phỏng

Corporate demand for bitcoin is accelerating as publicly traded companies tap stock and preferred-share financing to accumulate supply, a trend some industry leaders say could significantly increase corporate demand for newly mined coins and potentially influence market dynamics. Wall Street

特朗普表示，伊朗愿意谈判停火，但提出的条件不足以达成协议。他强调任何协议必须坚实，暗示伊朗需放弃核计划。同时，他称美军成功打击了伊朗的军事能力和石油出口枢纽。

_Ghana’s SEC admits 11 firms into a 12-month VASP Act 2025 crypto sandbox, setting the stage for full digital asset licensing across West Africa._ Ghana’s Securities and Exchange Commission just moved. Eleven virtual asset service providers got access to a regulatory sandbox on March 10, 2026.

Ethereum ETFs are experiencing increasing institutional confidence, with four consecutive days of net inflows led by BlackRock. This trend highlights growing investor interest in regulated crypto investments, despite varied performances among ETF providers.

以色列与黎巴嫩将于近期举行直接会谈，库什纳参与谈判。黎方正在组建代表团，可能由大使级人员组成，地点有望选在巴黎或塞浦路斯。黎总统府致力确保各派别参与谈判。

以色列国防军自“咆哮的狮子”行动以来，已在伊朗实施约400轮空袭，目标为伊朗火力和防御设施，旨在减少对以色列的导弹威胁。近期袭击锁定200多个相关基础设施，包括弹道导弹发射器。

In brief Token2049 and The Open Network conferences scheduled in Dubai have been canceled or postponed amid the Iran conflict. Conference organizers noted the importance of safety for their attendees and sponsors. Token2049 will still host its event in Singapore later this year. A pair o