随着投资者对宏观经济风险的反应并交换黑客，比特币和加密货币市场增加了损失

全球最大的加密货币滑行5％至$ 91,000，标志着2月3日以来其最低水平，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.

比特币和更广泛的加密货币市场周一增加了损失，因为投资者对新的宏观经济风险做出了反应，技术股票的急剧抛售以及备受瞩目的交易所黑客。

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.

根据Coingecko Data的数据，世界上最大的加密货币滑行了5％至91,000美元，标志着其2月3日以来的最低水平，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.

抛售与美国股票的下降相吻合，尤其是在技术领域，随着纳斯达克综合综合材料下降了1％以上，由于人们对人工智能需求的担忧和Chipmaker Nvidia的即将到来的收入而压低了。同时，标准普尔500指数连续第三届会议下跌，反映了金融市场中更广泛的风险情绪。

Macro Risks and Tariff Uncertainty

宏风险和关税不确定性

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.

美国总统唐纳德·特朗普（Donald Trump）加上投资者的焦虑，确认对加拿大和墨西哥进口的计划关税将继续前进，这激发了人们对通货膨胀压力和经济增长的恐惧。

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.

美国财政部的收益率在周一较低，表明对通货膨胀期望的一些重新评估，但对货币政策和地缘政治发展的不确定性使投资者谨慎。

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.

除了宏观因素之外，加密市场也受到特定行业风险的打击。最近的Bybit Hack在周五的Hot Callet中排出了超过14亿美元的ETH，而STETH则逐渐降低了情绪。安全漏洞引起了投资者对汇率漏洞的担忧，尤其是在2022年FTX崩溃之后。

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.

杠杆位置也加剧了经济不景气。根据Coinglass的数据，在过去24小时内清算了超过6.86亿美元的加密货币职位。强迫销售放大的波动率，导致主要数字资产的急剧下降。

Solana and Broader Crypto Market Struggles

Solana和更广泛的加密市场挣扎

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.

在主要的加密货币中，Solana（Sol）的下降幅度最高，在过去的24小时中跌倒10％，在过去一个月中占41％。抛售之后，由于最近实施了SIMD-96，该公司在3月份解锁了代币，Solana的通货膨胀率增加了30％，该公司的实施调整了网络的费用结构。索尔（Sol）以140美元的价格投降了大选后的收益。

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分析师瓦伦丁·富尼尔（Valentin Fournier）指出，比特币在市场上的烦恼和国家储备的负面新闻中的表现带来了一个长期的机会：“比特币储备的延误采用了长期的机会，这是一个长期的机会 - 最终在接受之前的利益。”

"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.

分析师补充说：“我们对加密货币保持了看涨的立场，建议保持大量投资。尤其是索拉纳（Solana）脱颖而出，这是一场高潮的比赛，在下一个篮板上有可能获得超大收益。”