3 月 11 日，加密分析机构 Glassnode 表示，比特币 90 日实现盈亏比（90D-SMA）自 2 月 21 日起一直低于 1，全面维持超额亏损实现状态，历史上，跌破 1 通常持续 6 个月以上才会重新收回，一旦反弹市场流动性将会回归。

<div><p>3 月 11 日，加密分析机构 Glassnode 表示，比特币 90 日实现盈亏比（90D-SMA）自 2 月 21 日起一直低于 1，全面维持超额亏损实现状态，历史上，跌破 1 通常持续 6 个月以上才会重新收回，一旦反弹市场流动性将会回归。</p></div>

Glassnode：比特币维持超额亏损实现状态，市场流动性等待回归

On March 11, crypto analytics firm Glassnode stated that Bitcoin's 90-day realized profit/loss ratio (90D-SMA) has been below 1 since February 21, maintaining a state of excess loss. Historically, it usually takes more than 6 months to recover after falling below 1, and once it rebounds, market liquidity will return.

<div><p>On March 11, crypto analytics firm Glassnode stated that Bitcoin&#39;s 90-day realized profit/loss ratio (90D-SMA) has been below 1 since February 21, maintaining a state of excess loss. Historically, when it falls below 1, it usually takes more than 6 months to recover. Once it rebounds, market liquidity will return.</p></div>

Glassnode: Bitcoin continues to experience excess losses; market liquidity awaits return.

Source: Synced

Just now, a historic "closed-door" event occurred in the AI community.

Anthropic has officially banned access to OpenClaw using its own subscription plan!!!

Boris Cherny, the creator of Claude Code, announced: Starting at 3 PM EST on April 4th (3 AM Beijing time on April 5th), Claude will block all third-party tools; access to these tools will only be available through additional subscription plans or APIs.

[OpenClaw] This means that thousands of users who rely on OpenClaw for improvements...

Anthropic officially blocks OpenClaw, causing a global developer crisis within 24 hours.

The most visible bitcoin buyers in the world are buying at near-record pace. It is not enough.
A CryptoQuant weekly report showed overall 30-day apparent demand at negative 63,000 $BTC as of late Marc...

Five data sources say the same thing about bitcoin market. It's thinning from the inside

Boris Cherny, head of the Anthropic Claude Code, announced that starting in April 2026 [...]
The article, "Anthropic Subscribes to Claude Code and Bans OpenClaw Lobster! From Now On, Third-Party Tools Will Only Be Available with Paid Quotas," was originally published on BlockTempo, the most influential blockchain ABMedia media.