隨著投資者對宏觀經濟風險的反應並交換黑客，比特幣和加密貨幣市場增加了損失

全球最大的加密貨幣滑行5％至$ 91,000，標誌著2月3日以來其最低水平，而以太坊跌至11％至2,500美元

Bitcoin and the broader cryptocurrency market extended losses on Monday as investors reacted to renewed macroeconomic risks, a sharp selloff in technology stocks, and a high-profile exchange hack.

比特幣和更廣泛的加密貨幣市場週一增加了損失，因為投資者對新的宏觀經濟風險做出了反應，技術股票的急劇拋售以及備受矚目的交易所黑客。

The world’s largest cryptocurrency slid 5% to $91,000, marking its lowest level since February 3, while Ethereum plunged 11% to $2,500, according to CoinGecko data.

根據Coingecko Data的數據，世界上最大的加密貨幣滑行了5％至91,000美元，標誌著其2月3日以來的最低水平，而以太坊跌落了11％至2,500美元。

The selloff coincided with a decline in U.S. equities, particularly in the tech sector, as the Nasdaq Composite dropped over 1%, weighed down by concerns over artificial intelligence demand and upcoming earnings from chipmaker Nvidia. Meanwhile, the S&P 500 fell for a third straight session, reflecting broader risk-off sentiment in financial markets.

拋售與美國股票的下降相吻合，尤其是在技術領域，隨著納斯達克綜合綜合材料下降了1％以上，由於人們對人工智能需求的擔憂和Chipmaker Nvidia的即將到來的收入而壓低了。同時，標準普爾500指數連續第三屆會議下跌，反映了金融市場中更廣泛的風險情緒。

Macro Risks and Tariff Uncertainty

宏風險和關稅不確定性

Adding to investor anxiety, U.S. President Donald Trump confirmed that planned tariffs on Canadian and Mexican imports would move forward, reigniting fears over inflationary pressures and economic growth.

美國總統唐納德·特朗普（Donald Trump）加上投資者的焦慮，確認對加拿大和墨西哥進口的計劃關稅將繼續前進，這激發了人們對通貨膨脹壓力和經濟增長的恐懼。

U.S. Treasury yields edged lower on Monday, indicating some reassessment of inflation expectations, but uncertainty over monetary policy and geopolitical developments kept investors cautious.

美國財政部的收益率在周一較低，表明對通貨膨脹期望的一些重新評估，但對貨幣政策和地緣政治發展的不確定性使投資者謹慎。

Beyond macro factors, crypto markets were also hit by industry-specific risks. The recent Bybit hack, which saw over $1.4 billion in ETH and stETH drained from the exchange’s hot wallet on Friday, dampened sentiment further. The security breach has fueled investor concerns over exchange vulnerabilities, particularly after the collapse of FTX in 2022.

除了宏觀因素之外，加密市場也受到特定行業風險的打擊。最近的Bybit Hack在周五的Hot Callet中排出了超過14億美元的ETH，而STETH則逐漸降低了情緒。安全漏洞引起了投資者對匯率漏洞的擔憂，尤其是在2022年FTX崩潰之後。

Leveraged positions also exacerbated the downturn. More than $686 million in crypto-leveraged positions were liquidated over the past 24 hours, according to data from Coinglass. Forced selling amplified volatility, leading to sharper declines across major digital assets.

槓杆位置也加劇了經濟不景氣。根據Coinglass的數據，在過去24小時內清算了超過6.86億美元的加密貨幣職位。強迫銷售放大的波動率，導致主要數字資產的急劇下降。

Solana and Broader Crypto Market Struggles

Solana和更廣泛的加密市場掙扎

Among major cryptocurrencies, Solana (SOL) suffered the steepest decline, tumbling 10% in the past 24 hours and 41% over the past month. The selloff follows concerns over token unlocks in March and a 30% increase in Solana’s inflation rate due to the recent implementation of SIMD-96, which adjusted the network’s fee structure. At $140, SOL has now surrendered its post-election gains.

在主要的加密貨幣中，Solana（Sol）的下降幅度最高，在過去的24小時中跌倒10％，在過去一個月中佔41％。拋售之後，由於最近實施了SIMD-96，該公司在3月份解鎖了代幣，Solana的通貨膨脹率增加了30％，該公司的實施調整了網絡的費用結構。索爾（Sol）以140美元的價格投降了大選後的收益。

BRN analyst Valentin Fournier noted that Bitcoin's performance amidst market jitters and negative news on state reserves presents a long-term opportunity: "The delays in Bitcoin reserve adoption present a long-term opportunity—accumulation ahead of eventual acceptance."

BRN分析師瓦倫丁·富尼爾（Valentin Fournier）指出，比特幣在市場上的煩惱和國家儲備的負面新聞中的表現帶來了一個長期的機會：“比特幣儲備的延誤採用了長期的機會，這是一個長期的機會- 最終在接受之前的利益。”

"We maintain a bullish stance on crypto, recommending staying heavily invested. Solana, in particular, stands out as a high-upside play, with potential for outsized gains on the next rebound," the analyst added.

分析師補充說：“我們對加密貨幣保持了看漲的立場，建議保持大量投資。尤其是索拉納（Solana）脫穎而出，這是一場高潮的比賽，在下一個籃板上有可能獲得超大收益。”