Crypto Stocks: Understand What is Moving in the Market and Why.
Crypto and crypto-related equities are entering a critical inflection point, with inflation falling faster than expected and positioning reaching extreme levels.
@coinbase has quietly rebounded despite disappointing earnings, while several AI-pivoting miners are attracting billions in institutional capital and long-term infrastructure commitments.
Bitcoin has stabilized after forced liquidations and whale accumulation has resumed, but key structural risks remain unresolved.
Meanwhile, falling Treasury yields and shifting rate expectations are beginning to alter the macro backdrop.
To optimize its capital structure and mitigate direct share dilution, @MicroStrategy announced a shift toward using perpetual preferred stock rather than common equity for future acquisitions. MSTR remains under pressure, with $4.8 billion in unrealized losses.
The question now is whether this marks the start of a powerful counter-trend rally, or the final setup before Bitcoin moves toward its ultimate cycle low.
Read our full report with 25 crypto stocks: https://strategy.10xresearch.com/p/crypto-stocks-understand-what-is-moving-in-the-market-and-why-def6…

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加密货币股票：了解市场动态及其原因。
加密货币和加密货币相关股票正进入一个关键的转折点，通胀下降速度超过预期，仓位已达到极端水平。
尽管盈利令人失望，@coinbase 却悄然反弹，而几家转型人工智能的矿业公司正在吸引数十亿美元的机构资本和长期基础设施承诺。
在强制清算和巨鲸重新开始囤积之后，比特币价格已经趋于稳定，但关键的结构性风险仍然没有得到解决。
与此同时，国债收益率下降和利率预期变化开始改变宏观经济格局。
为了优化资本结构并减少直接股权稀释，MicroStrategy宣布未来收购将倾向于使用永续优先股而非普通股。MSTR仍面临压力，未实现亏损高达48亿美元。
现在的问题是，这是否标志着强劲的反弹行情的开始，还是比特币迈向最终周期低点前的最后阶段。
阅读我们包含 25 只加密货币股票的完整报告：https://strategy.10xresearch.com/p/crypto-stocks-understand-what-is-moving-in-the-market-and-why-def6…

来源：新智元
就在刚刚，AI圈发生了一场足以载入史册的「闭关锁国」事件。
Anthropic已正式禁止使用自家套餐接入OpenClaw！！！
Claude Code之父Boris Cherny宣布：
从美国东部时间4月4日下午3点（北京时间4月5日凌晨3点）开始，Claude封杀全部第三方工具，只能使用额外套餐或API使用这些工具。
[OpenClaw]
这意味着，成千上万依赖OpenClaw提升...

Anthropic正式封杀OpenClaw，全球开发者24小时血崩

全球最活跃的比特币买家正以接近历史最高水平的速度买入。但这还不够。

CryptoQuant 的一份周报显示，截至 3 月底，过去 30 天的比特币表观需求为负 63,000 $BTC。

五个数据来源对比特币市场给出了相同的结论：它正在从内部逐渐萎缩。

Anthropic Claude Code 负责人 Boris Cherny 宣布，自 2026 年 4 月 […]
〈Anthropic 订阅 Claude Code 封杀龙虾 OpenClaw！往后第三方工具仅能付费额度〉这篇文章最早发布于动区BlockTempo《动区动趋-最具影响力的区块链新闻媒体》。