美元指數下跌 0.02%，收於 96.799

以太坊價格突破2300美元，BitMine增持與質押ETF助力ETH價格上漲

Ethereum (ETH) price breaks through $2,300, gaining over 10%, reaching a six-week high with notable institutional buying. US spot Ethereum ETF inflows hit record highs, with active corporate purchases and BitMine acquiring nearly 61,000 ETH. Analysts predict ETH has potential for further gains. The overall market recovery is primarily driven by institutional and corporate fund flows.

機構資金回流推動比特幣ETF連續六天淨流入，期間BTC價格漲超12%

March 17, the US Bitcoin ETF achieved net inflows for six consecutive days, with total capital reaching $962.8 million, and Bitcoin price increased over 12%. Analysis suggests that geopolitical tensions and Bitcoin's safe-haven attributes drove institutional demand, with the market maintaining focus on its future trajectory.

宏观分析师警告私人信贷危机，比特币或成避险首选

As artificial intelligence impacts software revenue, private credit markets face pressure with default rates climbing to 5.8%. Analysts warn that currency expansion may be necessary, with Bitcoin emerging as a hedge tool for investors, its appeal rising amid uncertainty. Markets need to monitor private credit dynamics and the impact of policy adjustments on Bitcoin's price.

黃仁勳釋放 Token 產業利好預期，港股迅策午後漲超 29%

港股市場的迅策（03317.HK）在3月17日下午上漲超過29%。英偉達的黃仁勳提到，模型變大將降低Token生成速度，這將影響企業收入。迅策作為國內領先的實時數據基礎設施提供商，被視為港股的「Token第一股」。

英偉達GTC重磅發布後股價走弱：AI晶片與萬億預期為何未能提振市場？

儘管NVIDIA在GTC大會上發佈了重要的AI和遊戲技術，股價卻未能持續上漲，分析認為這是由於市場對利好消息的兌現行為。同時，投資者關注AI投入的實際盈利轉化及雲計算支出的可持續性，導致股價走勢謹慎。NVIDIA的行業領導地位依舊，但市場對估值與增長的匹配性更加審慎。

Bitcoin Breaks Through $75,000: Capital Inflow and Supply Tightening Create Resonance, Probability of $80,000 Rises to 56%

比特幣在亞洲早盤強勢上漲，突破75,000美元，創下新高，連續第八個交易日上漲，顯示市場情緒修復。交易所流入量下降和巨鯨交易活躍加劇上漲邏輯。資金流向由黃金轉向比特幣，但宏觀不確定性依然存在。75,000美元成為關鍵支撐，未來走勢面臨考驗。