来源：市场资讯 （来源：吴说） 吴说获悉，Coinbase Institutional 发推表示，本季度（四季度） Coinbase 50 指数（COIN50）新增以下资 产：Hedera（HBAR）、Mantle（MANTLE）、VeChain（VET）、Flare（FLR）、Sei（SEI）、 Immutable（IMX）。COIN50 是追踪 Coinbase 交易所上市、符合条件的前 50 大数字资产表现的基准指 数。 ...

Market Overview - The cryptocurrency market capitalization has decreased by 1.1%, now standing at $3.95 trillion [1][2] - Nearly 90 of the top 100 coins have experienced price drops over the past 24 hours, with total trading volume at $156 billion [1][2] Price Movements - Bitcoin (BTC) has fallen by 1.2%, currently trading at $114,289 [2][3] - Ethereum (ETH) is down by 2.1%, now priced at $4,120 [2][3] - Dogecoin (DOGE) recorded the highest drop among the top coins, decreasing by 2.7% to $0.2006 [3] - XRP is the only coin in the top 100 that has seen an increase, rising by 0.4% to $2.64 [4] Notable Performers - Pi Network (PI) has experienced a significant decline of 21.1%, now trading at $0.2287 [4] - Figure Heloc (FIGR_HELOC) has appreciated by 38.8%, currently at $1.36 [4] - Hedera (HBAR) has risen by 16.3%, now priced at $0.2114 [4] Market Sentiment and Developments - Market sentiment remains cautious, with investors digesting recent events and awaiting further signals [2] - Ledn has issued over $1 billion in Bitcoin-backed loans this year, indicating a rise in crypto credit demand as investors prefer borrowing over selling [5] - Citi and Coinbase are collaborating to develop digital asset payment capabilities for institutional clients, potentially bridging Wall Street with the digital asset ecosystem [5]

Core Viewpoint - The announcement by former President Trump regarding the inclusion of five cryptocurrencies in a new U.S. strategic reserve has led to a significant surge in the prices of these digital assets, indicating a potential shift in U.S. policy towards a more supportive stance on cryptocurrencies [2][4][6]. Cryptocurrency Surge - Following Trump's announcement, Bitcoin rose nearly 9%, Ethereum increased by almost 12%, XRP surged over 31%, Solana gained over 21%, and Cardano skyrocketed by 70% [2][4]. - The market reacted positively as this marks the first time Trump explicitly supported the establishment of a cryptocurrency "reserve," suggesting a proactive approach to purchasing digital assets [2][6]. Strategic Reserve Details - Trump emphasized that the strategic reserve would include Bitcoin and Ethereum as core assets, alongside XRP, Solana, and Cardano, aiming to position the U.S. as a leader in the cryptocurrency space [4][6]. - The specifics of the reserve, including the amount the government would purchase and the funding sources, remain unclear, which could lead to market volatility if expectations are not met [2][8]. Upcoming Cryptocurrency Summit - A cryptocurrency summit is scheduled for March 7, where Trump will further outline his support for the industry, with participation from notable figures in the crypto sector [6][9]. - The summit aims to establish a clear regulatory framework to promote innovation while protecting economic freedom [7]. Market Reactions and Analyst Insights - Analysts suggest that the recent price increases may not be sustainable without clear signals from the Federal Reserve or a defined regulatory framework from the Trump administration [6][8]. - The inclusion of assets like XRP and Cardano in the reserve plan has surprised some market observers, indicating a broader acceptance of various digital assets beyond Bitcoin [6][8].