洲際交易所（Intercontinental Exchange）將其 IRM 2 風險價值（Value-at-Risk）投資組合保證金框架延伸至 ERCOT 電力期貨與選擇權，並擴大了先前已套用於超過 1,000 份全球能源衍生品合約的風險模型。根據 ICE 資料，ERCOT 期貨與選擇權未平倉量年增 23%，平均每日成交量增加 14%。這項擴張反映美國電力衍生品交易的快速成長，2025 年創下 78 億千兆瓦時（7.8 billion megawatt hours）紀錄，年增 30%，而電力選擇權成交量則較去年同期暴增 96%。

根據 5 月 11 日美國證券交易委員會（SEC）的一份文件，Strategy 於 5 月 4 日至 5 月 10 日期間以每枚 BTC 平均約 80,340 美元的價格，約以 4300 萬美元購入 535 枚比特幣。此次購買使公司的總持倉提高至 818,869 BTC，該持倉總額以約 618.6 億美元取得，平均成本約為每枚比特幣 75,540 美元。資金來源為 Strategy 的 A 類普通股以場內交易方式（at-the-market）出售，以及其永續 Stretch 優先股（STRC）。在比特幣交易價格高於 81,000 美元的情況下，最新一筆購買價格高於公司的平均成本基礎。

Abraxas Capital 在兩小時內將其 BTC 多單加倉 54 BTC (~$4.2M)，使多單規模達到 $5M at $77,450 的均價。在 4 月 12 日平倉空單後，該公司開始進行滾動式加多單建倉。 Abraxas Capital 在兩小時內於 Hyperliquid 將 BTC 多頭敞口增加 54 BTC，並在平倉空單後釋出進行滾動式加多單建倉的訊號。

Fluidstack 正在洽談籌集 $1 十億美元，估值為 $18 十億美元，這是在與 Anthropic 進行一項重大交易之後。這家新創公司利用先前的比特幣礦工來打造客製化資料中心，顯示 AI 公司正朝向專用基礎設施轉變，並創造新的營收機會。

Gate News 消息，4 月 2 日，AT Global Markets 首席市場分析師 Nick Twidale 表示，市場對衝突何時結束的明確訊息存在較高期待，但近期相關表態反而增加了更多不確定性。Twidale 指出，全球市場今天可能進一步下行。他提到，市場原本預期今天宣布停戰，但相關方一方面聲稱戰爭很快結束，另一方面又表示未來幾週將打擊伊朗；這一訊息對市場構成利空，意味著戰爭可能還會持續。

Gate News Report: On March 26, according to Gate's market data, as of press time, MON (Monad) is trading at 0.02658 USD, up 13.53% in the past 24 hours, reaching a high of 0.02732 USD and a low of 0.02278 USD, with 24-hour trading volume of 5.3128 million USD. Current market cap is approximately 288 million USD, ranking 156th globally. Monad is building a high-performance Layer 1 blockchain for the next generation of decentralized applications. As an Ethereum-compatible high-performance chain, Monad offers 10,000 TPS, sub-second finality, low fees, and scalable decentralization. Monad's mission is to construct blockchains that are 100x to 1,000x faster than its closest competitors.

Gate News message: On March 26, according to SoSoValue data, the U.S. XRP spot ETF recorded a single-day total net inflow of 1.264 million USD on March 25 (U.S. Eastern Time). Among them, an asset management institution's XRP ETF was the only product with net inflows, with a single-day net inflow of 1.264 million USD, and the product's historical cumulative net inflow has reached 377 million USD. As of press time, the U.S. XRP spot ETF total net asset value stands at 996 million USD, with XRP net asset ratio at 1.15%, and historical cumulative net inflow reaching 1.211 billion USD.

Cryptocurrency incubator Obex announces the deployment of $1 billion in funds to connect the USDS stablecoin of the Sky ecosystem with real-world asset yields, with a focus on investments in credit, energy, and AI sectors, aiming to provide sustainable returns for USDS holders. Sky is the world's third-largest stablecoin issuer, with USDS currently at approximately $10 billion in scale, with plans to grow to over $200 billion in the future.

Gate News report: On March 26, according to Onchain Lens monitoring, a wallet address (0xA17...7dc9) suspected to be related to Bitmine received 50,000 ETH from institutional trading platform FalconX, valued at approximately $108.37 million at current prices.