Gate News 訊息，4 月 23 日——比特幣的供給動態在 2026 年正經歷一個重大的結構性轉變，持倉正在從散戶交易者轉移到長期持有者 (LTHs)、ETF 以及機構策略。過去一個月，短期持有者 (STHs) 減持了約 290,000 BTC，而 LTHs、ETF 和結構化策略吸收了超過 370,000 BTC，顯示比特幣正在從由零售主導的風險資產，轉變為機構金庫的固定配置。 LTH 供給大幅飆升，從 1 月的 5.26 百萬 BTC 上升到 4 月中旬的約 8.32 百萬 BTC，現已占流通供給約 75% 14.8 million BTC。2026 年初的機構需求正在吸收新挖出的硬幣數量的約六倍，有效地通過購買幾乎 100% 的新增供給來中和減半後的賣壓。這種集中度正在充當波動率抑制器和價格底。 在 4 月，比特幣現貨 ETF 即使在 Crypto Fear \u0026 Greed 指數仍維持在“Extreme Fear”（極端恐懼）的情況下也錄得淨流入，顯示機構資本在零售恐慌之際採取逆向布局。比特幣現貨 ETF 現持有超過 1.3 百萬 BTC approximately 6-7% of total supply，其中 24.5% 的持倉被歸類為機構與基準驅動。定價權已從加密本土的炒作週期，轉向傳統金融指標，例如用於養老基金與保險基金的夏普比率與資產相關性模型。來自 GENIUS Act 與 CLARITY Act late 2025/early 2026 的監管明確性，提供了對沖基金與主要 401k 計畫所需的安全港，使其得以開始系統性配置。 持有在集中式交易所的比特幣已從 2023 年的超過 3.2 百萬 BTC 下滑至 2026 年 3 月的低於 2.7 百萬 BTC，因機構需求推動資金持續撤出並進入冷儲與託管。主要 CEX 在 3 月下旬出現了顯著的資金外流，大量代幣進入非流通庫存，並收緊了可供出售端的流動性。CryptoQuant 分析師將 $74,000-$75,000 區間辨識為新的機構支撐區。 企業採用加速，Strategy formerly MicroStrategy 在單週 April 13-19 內購買了 34,164 BTC，使其總持倉達到超過 815,000 BTC ~3.9% of total supply。截至目前，全球幾乎有 160 家上市公司已在其資產負債表上持有比特幣，總計約 1.1 百萬 BTC ~5.5% of total supply。在經歷 2026 年第一季的震盪之後，美國現貨 ETF 在 4 月重新出現積極的淨流入，過去四週累計接近 billion，其中 BlackRock 的 IBIT 僅在九天內就新增約 21,500 BTC。摩根士丹利於 2026 年 4 月推出其自有比特幣 ETF MSBT，提供具有競爭力的 14 個基點費率，以接入其顧問網路。

March 26: Japan's two-year government bond yield rose to its highest level since 1996, driven by market expectations of central bank rate hikes. The ten-year JGB yield also increased, with rising oil prices fueling inflation expectations and reinforcing market expectations of monetary policy tightening by the central bank. Markets are pricing in a 64% probability of a rate hike in April.

Gate News message, March 26: CME (Chicago Mercantile Exchange) "Fed Watch" tool data shows: The probability of the Federal Reserve raising rates by 25bp in April is 5.2%, with a 94.8% probability of maintaining rates unchanged. The probability of the Federal Reserve cumulatively raising rates by 25bp through June is 11.7%, with a 0.4% probability of cumulatively raising rates by 50bp, and an 87.9% probability of maintaining rates unchanged.

數字資產平台 Gate 將於 4 月 18 日至 24 日在香港維多利亞港與 F1 紅牛車隊聯合舉辦「Racing the Future：競速未來」特展，展覽佔地 238 平方米，展示紅牛車隊 2026 新賽車及沉浸式互動體驗，向公眾開放。

WordPress 7.0 is scheduled for release on April 9, featuring core MCP adapter additions that enable AI Agents to directly access and manipulate sites. Three new components have been added: an AI Connector for unified API key management, an Abilities API for extended capability registration, and an MCP adapter for exposing functionality through the MCP protocol. This will significantly enhance AI access capabilities for approximately 43% of websites globally.

Gate News Reports that on March 25, the National Supercomputing Internet announced the launch of a new round of Tokens giveaway activity. This activity targets all platform users, offering free distribution of up to 30 million Tokens per person on a limited-time basis, aimed at lowering the experience threshold for scientific research exclusive AI agents such as "Lobster" SClaw. Additionally, National Supercomputing Internet users can enjoy a special renewal price of 0.1 yuan per million Tokens, with this discount extending until April 6.

BlockBeats news, on March 25, China's National Supercomputing Internet announced the launch of a new round of token distribution activities. The activity is open to all platform users, with limited-time free distribution of up to 30 million tokens per user, aimed at lowering the experience threshold for specialized research agents such as "Lobster" SClaw. Additionally, National Supercomputing Internet users will enjoy a special renewal price of 0.1 yuan per million tokens, which will be extended until April 6.

The Trump family plans to host a cryptocurrency elite conference for "Trump Coin" holders on April 25 in Florida, inviting 297 investors to participate. The event has attracted political attention, with Democrats criticizing it as a "crypto corruption club" and questioning Trump's business practices. The event has the potential to further attract high-net-worth investors and global crypto industry attention, and with the upcoming 2026 midterm elections, related political attacks may intensify.

Gate News reports that on March 25, driven by a significant decline in oil prices and expectations of easing tensions in the Middle East, gold prices rebounded. Spot gold rose approximately 2.56% to $4,588 per ounce, while April delivery gold futures surged over 4% to $4,597.7.