📰 Crypto Morning Report | 2026-03-30 09:00

**Market Overview**

BTC $66,357 (-0.14%) | ETH $2,001 (0.18%) | Funding Rate BTC -0.001% / ETH -0.004%

Pivot Points: BTC R1 67,087 / S1 65,798 | ETH R1 2,025 / S1 1,981 | BNB R1 616 / S1 606

🔥 **Major Events**

1. **Trump announces the U.S. may "seize Iranian oil" and occupy Hark Island** — This led to Brent crude futures rising over $4 to a peak of $116.71, reaching a 28-month high.

2. **U.S.-Iran conflict escalates, U.S. special forces deployed to the Middle East** — Hundreds of U.S. special operations forces arrived in the Middle East to act alongside Marines and Army paratroopers.

3. **Market briefly crashes and quickly rebounds** — ETH fell below 1940, BTC fell below 65000, then rebounded quickly after liquidating Machi traders.

📊 **Market Data**

4. **Bitfinex Bitcoin long positions reach a 28-month high** — Long positions rose to 79,343 contracts, the highest since November 2023.

5. **Short-term holders' MVRV in bear market zone** — MVRV dropped to 0.77, with investors generally facing a 30% loss over the past six months.

6. **Machi's position liquidated again, cumulative loss of $31.3 million** — Huang Licheng's partial position was liquidated again.

7. **Gold and silver both decline** — Gold fell by $4,448.19 (-0.99%), silver dropped by $68.664 (-1.43%).

8. **Japanese government bond yields rise to 27-year high** — Due to inflation concerns, Japanese bond yields hit a new high, and the Japanese stock market plummeted by 5%.

🏛️ **Regulatory Policies**

9. **CFTC chairman states "AI needs blockchain"** — Regulators clearly indicated that AI requires blockchain technology support.

10. **Australian stock market drops due to Houthi attacks** — Houthi attacks have raised inflation concerns.

💡 **Project Updates**

11. **Walmart OnePay adds over a dozen cryptocurrencies** — New additions include SUI, Polygon, Arbitrum, and more, totaling over ten types.

12. **Visa develops AI agent payment CLI, Stripe integrates Solana machine payments** — Traditional financial giants accelerate their layout in the AI + blockchain ecosystem.

13. **Ethereum holds 61.4% of tokenized assets** — $20.62 billion worth of tokenized assets settled on Ethereum.

14. **Whale buys 5,039 ETH at the bottom** — A whale holding 130,000 ETH repurchased 5,039 at $1,985, bringing their holdings to 138,234 ETH.

15. **Goldman Sachs: Crypto market approaching a cyclical bottom** — Adjustments are nearing the historical average level.

📈 **Market Sentiment: Cautiously Optimistic**

Long and short positions intertwine: whales buying at the bottom + traditional finance positioning vs U.S.-Iran conflict + short-term losses + geopolitical risks. Support for BTC at 65,000 / ETH at 1,940, resistance at BTC 67,000 / ETH 2,100. Suggested to accumulate quality assets on dips, pay attention to the U.S.-Iran negotiations on April 6 and Ethereum upgrade in June. $BTC #BTC $ETH #ETH $SOL #SOL