宏觀新聞與全球政策動態

Invesco to take over Superstate tokenized US Treasury fund, marking traditional asset managers' deepened blockchain finance layout. The fund has a scale exceeding $900 million, with the transition expected to complete by 2026 and rebrand to Invesco Short Duration US Government Securities Fund, joining the $12 billion tokenized market to compete with other giants.

Gate News 消息，據 Gate TradFi 最新數據，USDZAR（美元/南非蘭特）瞬時上漲 1.5%，當前波動幅度明顯高於近期平均水平，市場活躍度上升。

On March 24, Invesco, with assets under management of $22 billion, will take over Superstate's $900 million tokenized US Treasury fund USTB and will be renamed "Invesco Short Duration US Government Securities Fund" in the future. The fund will be managed by Superstate for trading technology and by Invesco for investment management, with the transition expected to be completed in Q2 2026.

3月24日，Gate News报告称，BVIX指数下跌6.05%至53.25，情绪为"恐慌消退"，EVIX下跌4.68%至76.12，情绪"缓和"。同时，VIX指数下跌至25.02，24小时成交量上涨152.96%。

Jeffrey Gundlach警告私募信貸市場面臨贖回壓力與透明度低的風險，類似2007年CDO的泡沫。他指出，市場機構已收緊贖回政策，並預測若這波崩潰發生，將對加密市場造成嚴重影響。

金色財經報道，3月20日，據TraderT監測，美國現貨以太坊ETF昨日淨流出1642萬美元。

Gate News Report: On March 24, spot gold pulled back approximately 70 dollars in the short term, with the latest quote at 4398.66 USD/oz. On the news front, Turkey is considering mobilizing 135 billion dollars of its gold reserves to defend the lira (Turkish legal currency).

來自Wintermute的最近市場分析表明，霍爾木茲海峽的地緣政治緊張局勢可能在短期內對比特幣價格造成重大影響。如果運輸恢復正常且石油價格穩定在$100 美元/桶附近，比特幣可能測試至之間的阻力位。相反，如果運輸限制持續或衝突升級，由於宏觀經濟壓力增加和投資者謹慎情緒，比特幣可能跌至約美元。

Larry Fink 倡導代幣化以通過數字錢包增強全球投資，允許資產的部分所有權。雖然機構興趣在增長，但監管明確性對於安全的市場整合和更廣泛的參與至關重要。

美國現貨比特幣ETFs出現強勁反彈，淨流入$167 百萬美元，主要由貝萊德基金驅動。相比之下，以太坊ETFs繼續面臨持續淨流出。儘管市場情緒疲弱，機構對比特幣的信心仍然強勁。

Gate News 消息，3 月 24 日，沙特阿拉伯宣布向波斯湾地区船只发放为期 30 天的许可证豁免。

代币化存款和稳定币需要代币化中央银行货币作为公共结算锚点,以便欧洲的代币化金融市场能够扩展,欧洲中央银行执行委员会成员皮耶罗·奇波内在周一表示。 奇波内指出了庞蒂斯(Pontes),欧元系统的

加密貨幣市場顯示復甦跡象，市值達2.4T，並出現顯著的1.99%漲幅。比特幣上漲2.43%，以太坊上漲3.49%。精選替代幣出現顯著漲幅，而DeFi和NFT部門也經歷增長。

QCP Group points out that Trump's ultimatum to Iran failed to materialize, leading to a brief market stabilization. Despite BTC breaking below 70,000, its resilience has strengthened. With U.S. national debt exceeding 3.9 trillion, stagflation concerns are intensifying, and central banks face a policy dilemma. Iran has proposed settling transit fees in RMB, and markets should pay attention to shifts in BTC.

Gate News 消息，據 Gate TradFi 最新數據，USDZAR（美元/南非蘭特）瞬時上漲 1%，當前波動幅度明顯高於近期平均水平，市場活躍度上升。

Gate News reports that on March 24, Israeli officials stated that Iran is unlikely to agree to the requirements put forward by the United States, but US President Trump appears determined to reach an agreement with Iran.

貝萊德執行長Larry Fink在年度股東信中再次強調資產代幣化的重要性，認為區塊鏈可降低投資門檻，讓更多人輕鬆參與資本市場。他的願景是手機錢包能直接成為投資帳戶，促進經濟公平。儘管Fink看好代幣化的潛力，但仍警示AI發展可能加劇財富不均，關鍵在於監管和教育的推進。整個金融生態正向區塊鏈靠攏，各方努力使代幣化成為主流。

Gate News消息，3月24日，中国置业投资（00736.HK）發布公告，公司於公開市場購買402.91枚BNB，總價值約200萬港元（不包括交易成本）。此前，中國置業投資控股有限公司董事會已決議推進資產配置計劃，擬在遵守相關法律法規及風險管控前提下，使用自有資金於公開市場購買並持有BNB及其他合適的數字資產，作為公司戰略儲備資產。

美國取消對比特幣與以太幣現貨ETF期權的25,000張持倉上限，市場規則與傳統商品ETF更趨一致，機構投資者的避險與策略靈活度提升，流動性可能加強。此舉顯示監管機構對加密資產市場的信心，將吸引更多機構資金進場。

The article analyzes the performance of gold, bonds, and Bitcoin in the current financial market and the reasons behind it. Recently, bond yields have risen, gold prices have declined, and Bitcoin has surged, reflecting market reactions to uncertainty. Particularly in the Iran conflict, a liquidity crisis led to gold selloffs, while Bitcoin, as a non-sovereign asset, gained favor. Looking ahead, oil prices are expected to continue rising, putting pressure on bonds and gold, with Bitcoin outperforming other assets, as financial markets will be significantly affected by geopolitical factors.