链捕手ChainCatcher

ChainCatcher message, according to SoSoValue data, the overall performance of the cryptocurrency market shows a slight upward trend, with the AI sector performing prominently, rising 2.35% in 24 hours, among which, Siren (SIREN) rose 13.27%, Sentient (SENT) rose 12.85%, and Venice Token (VVV) rose 6.38%. Meanwhile, Bitcoin (BTC) rose 0.41%, breaking through $66,000; Ethereum (ETH) rose 0.54%, breaking through the $2000 mark.

In other sectors, the Meme sector rose 0.85% in 24 hours, with Bonk (BONK) rising 1.57%; the Layer2 sector rose 0.48%, with Optimism (OP) rising 2.14%; the CeFi sector rose 0.28%, with NEXO (NEXO) rising 1.84%; the Layer1 sector rose 0.20%, with Zcash (ZEC) rising 2.30%.

整理：Jerry，ChainCatcher



Top News:

Binance Alpha will launch R2 Protocol (R2) on March 30

Binance Alpha will launch BASED on March 30

Polymarket will expand its fee structure on March 30, no longer limited to cryptocurrencies and sports

The FTX liquidation trust fund will distribute approximately $2.2 billion to creditors on March 31

edgex will conduct TGE on March 31

Binance will delist tokens such as A2Z, FORTH, HOOK, IDEX on April 1

The United States will announce the latest initial unemployment claims data on April 2

The United States will announce the March non-farm payroll data on April 3

Compiled by: Jerry, ChainCatcher



Last week's performance of cryptocurrency spot ETFs

US Bitcoin spot ETF net outflow of $296 million

Last week, the US Bitcoin spot ETF saw a net outflow of $296 million over three days, with a total net outflow of $296 million and total assets under management reaching $84.77 billion.

Last week, 6 ETFs were in a net outflow state, with the outflow mainly coming from BlackRock IBIT, resulting in a net outflow of $158 million.

Data source: Farside Investors

US Ethereum spot ETF net outflow of $206 million

Last week, the US Ethereum spot ETF experienced a net outflow of $206 million over five days, with a total net outflow of $206 million and total assets under management reaching $11.32 billion.

Author: Chloe, ChainCatcher



Polymarket officially announced the updated (market integrity rules) on March 23, which apply simultaneously to its DeFi platform and the US exchange under CFTC regulation. The new rules explicitly prohibit three types of insider trading behaviors and strengthen the framework for combating market manipulation. This policy adjustment did not come out of nowhere, but is the result of a series of controversies and public pressure, as well as Polymarket's self-rescue actions in response to the impact of mainstream US financial regulation.

However, the new regulations affect not only the true insider players, but do they pose a more direct threat to the interests of the large毛用户? Or to the professional arbitrageurs who truly provide liquidity?

Compiled by: ChainCatcher

Important information:

Sui mainnet upgraded to V1.68.1, protocol upgraded to version 118.

Tom Lee predicts the cryptocurrency winter will end in April.

Tokenization platform xStocks introduces new on-chain private equity fund

Gnosis and Zisk announced the launch of the "Ethereum Economic Zone" Rollup framework, jointly funded by the Ethereum Foundation.

"Precision trades" frequently occurred before Trump announced major news, prompting several experts to call for a thorough investigation.

Kalshi, a market predictor, has been indicted in Washington state on charges of illegal gambling.

What important things happened in the past 24 hours?

1. Regulatory dividends realized: 91 ETF rulings reshape the 'compliance premium'

Yesterday, Wall Street conducted a comprehensive review of the SEC's ruling made before the deadline on Friday, March 27.

It is reported that the SEC has officially approved core rule changes for 24 tokens, including XRP, Solana, and Litecoin, for spot ETFs. Behind this 'collective approval' is the formal effectiveness of the regulatory memorandum of understanding signed between the SEC and CFTC in mid-March, which clearly classifies 16 mainstream tokens as 'digital commodities'. Yesterday's market commentary suggested that this not only opens up a trillion-dollar new funding avenue for giants like BlackRock (BLK) and Fidelity but also provides a more solid compliance foundation for 'holding concept stocks' that were previously in a gray area.

ChainCatcher message, the cybersecurity platform VECERT disclosed on March 28 that hackers, operating under the name PexRat, are selling a database containing personal information of 1.5 million Binance users on the dark web. The information includes sensitive data such as names, emails, phone numbers, KYC verification status, login IP addresses, and two-factor authentication methods.

Analysis indicates that this incident did not involve a direct intrusion into Binance's internal servers; instead, the attackers bypassed the CAPTCHA mechanism and obtained data through credential stuffing and automated scraping methods. Affected users face a high risk of SIM card hijacking and phishing attacks. At the time of this incident, Binance's institutional OTC trading business is experiencing rapid growth, with trading volume reaching 25% of the total for the entire year of 2025 within just January and February. This follows the data security crisis faced by Binance after 420,000 sets of account credentials were leaked in January.

According to ChainCatcher news and BBX data, yesterday global listed companies disclosed several key data on the 'geopolitical competition' and 'scalable positioning' of crypto reserves:

15,000 coins holding disclosure: Trump Media (NASDAQ: $DJT) confirmed yesterday in a strategic briefing that its treasury holds 15,000 BTC, which has been converted to the nature of 'long-term strategic reserve.' The company stated that this asset is a financial anchor for building decentralized social and payment infrastructure, with a current market value exceeding $1 billion.

100,000 coins purchase vision: Metaplanet (TSE: 3350) confirmed yesterday at its Tokyo headquarters that its holding target by the end of 2026 is 100,000 BTC. As one of the largest corporate holders in Asia, the company plans to fill the current reserve gap through a new round of $250 million equity financing, striving to achieve a global top three position in holdings within the year.

ChainCatcher message, Strategy Executive Chairman Michael Saylor did not release the usual orange dot Bitcoin tracking post this Sunday for the first time in 13 weeks, leading the market to speculate that the company may have suspended its weekly Bitcoin purchase plan. Saylor instead promoted the company's perpetual preferred stock STRC, emphasizing its 30-day volatility is lower than that of all S&P 500 components, and offering a 11.5% annual interest.

Since December of last year, Strategy has cumulatively purchased approximately 90,831 Bitcoins, currently holding 762,099 coins at an average price of about $75,694. The company has also recently launched a $42 billion stock issuance plan, gradually shifting its focus to preferred stock financing. The 8-K document on Monday will reveal whether the company has indeed suspended Bitcoin purchases.

According to ChainCatcher, as reported by CoinDesk, as of 1 AM, the number of long positions in BTC/USD on the Bitfinex exchange surged to 79,343, reaching a 28-month high since November 2023.

Historical data shows that significant long positions on this platform have often served as a contrarian indicator, frequently signaling price tops and impending sell-offs. For example, in the fourth quarter of 2025, while long positions in BTC/USD increased by 30%, the spot price of Bitcoin fell by 23%.

Currently, this extreme bullish sentiment indicator has once again signaled a red light. Coupled with geopolitical tensions and macroeconomic pressures, market analysts believe that Bitcoin's consolidation in the $65,000 to $75,000 range may end with a downward break, deepening the downtrend that began from last year's peak.