美国和欧洲股指期货齐跌，标普500 期指跌 0.6%

滞胀 2.0 信号曝光：黄金油价背离，比特币向数字黄金靠拢

最近，布伦特原油价格下跌，而黄金继续上涨，显示出滞胀的市场特征。比特币的走势逐渐脱离石油，转向追踪黄金，反映出机构投资者将其视为避险工具。联准会的高利率政策加剧了市场对通膨与经济增长放缓的担忧。此现象在历史上与重大宏观变迁密切相关。

新加坡首只黄金 ETF 挂牌，金价从 5400 美元回落至 4100 美元

新加坡交易所于3月26日挂牌首只追踪本地黄金的ETF，LionGlobal Physical Gold ETF，标的黄金纯度不低于99.5%。此举与香港的黄金布局相呼应，但当前金价承压回落，分析师指出因能源价格上升和通胀预期，市场关注焦点已转向通胀和利率。

台灣加密開戶人口達 100 萬，三家境外業者提前布局合規

Taiwan currently has approximately 1 million cryptocurrency users, accounting for 10% of the total population. The financial regulatory authority has proposed a draft "Virtual Asset Service Act" requiring operators to place customer assets in trust and segregate them from company assets. Three overseas operators have already established companies in Taiwan to seek compliant licenses. Traditional banks are also actively entering the virtual asset sector, demonstrating the potential for digital asset development.

比特币守住71K，摩根士丹利争发ETF，CLARITY法案取得关键突破：今日加密晨报

On March 26, 2026, Bitcoin (BTC) stabilized above the $71,000 support level, while Ethereum (ETH) traded at $2,165, with both showing sustained positive returns over the past 30 days. The U.S. CLARITY Act stablecoin compromise proposal has made progress, with regulatory policies set to impact the DeFi ecosystem. The SEC declared Bitcoin and Ethereum as commodities, ushering in a new era of ETFs. DeFi platform Balancer announced closure due to vulnerabilities, sparking discussions on governance structures. In the global macroeconomic environment, the Federal Reserve maintained interest rates unchanged amid rising oil prices, facing challenges in implementing rate cuts.

Franklin 1.7 Trillion Dollar Asset Management Power Bets on Ondo: ETF Tokenization Collaboration Goes Live, 24-Hour On-Chain Trading Era Arrives

Franklin Templeton与Ondo Finance合作，将ETF及传统投资产品代币化，通过区块链技术提供给用户，这标志着传统金融与加密基础设施的融合。代币化作为ETF的新配送机制，使链上用户能享受低成本的被动指数投资，然而监管框架仍不明朗，影响代币化资产的广泛应用。

Bloomberg: Iran Begins Charging Commercial Ships "Transit Fees" in Strait of Hormuz, Payable in Cryptocurrency, Up to $2 Million Per Passage

Iran has begun charging merchant vessels transiting the Strait of Hormuz "tolls" of up to $2 million, with payment methods including cash, cryptocurrency, or barter. US-Iran negotiating positions are contradictory, with the White House claiming talks are productive, while Tehran has laid out five conditions including war reparations. Against the backdrop of escalating tensions, Iran's toll collection could reshape the global energy payment system.