Bitget UEX daily reports large numbers of hawks in the Fed's pyroscope; U.S. light-finger detonating table; Attacks on oil and gas installations in the Middle East (19/03/2026)

I. Hot spots

Federal Reserve Developments

The Fed maintains interest rates

• the federal reserve was on schedule, with only one person opposing (milan claiming a 25bp reduction), stating that the new statement of uncertainty in the middle east situation had been added and that the description of unemployment had been adjusted to “basically unchanged”。
• The schematic chart shows that seven people are expected to experience zero interest-rate reductions this year, 12 at least once; cumulatively, only 25 bp interest-rate reductions in 2026; and rising GDP projections for the coming year, with core PCE inflation expected to rise to 2.7 per cent and 2.2 per cent。
• Market impact: Eagles have shifted towards reinforcing “higher interest rates and longer” narratives, suppressing the valuation of risk assets, supporting the dollar and boosting the rate of return on bonds。

Major international commodities

The oil prices are stunned

• The attack on Iran ' s South Pars gas fields and the Qatar hub, Iran vowed to attack Gulf energy targets, and the third week of the conflict led to a sharp escalation of supply disruption concerns。
• Gold prices fell sharply at the $4,900 threshold, continuing the recent reversal; oil prices were supported by risk premiums but volatility increased。
• Market impacts: energy supply risks push up inflation expectations, further corroborating the position of the Fed Eagles; high interest rate environments reduce the traditional risk-averse attractiveness of gold and significantly increase short-term fluctuations。

Macroeconomic policy

The U.S. Department of Defense has requested over $200 billion in the war budget against Iraq

• The US Department of Defense applied to the White House/Parliament for more than $200 billion to fight Iran; Trump’s staff predicted a possible rift in the US-Israeli alliance。
• Trump was seen as the most radical supporter of war within the White House, but the consultant believed that he might have sought to end the large-scale fighting earlier than Netanyahu。
• Market impacts: The escalation of geo-conflict exacerbates fiscal pressures and inflationary risks, supports dollar and energy assets in the short term, and long-term uncertainty slows growth stock performance。

Market revisiting

large commodities & foreign exchange performance

• Cash gold• A sharp fall, a failure to keep the $4,900 threshold, a continuous reversal, high interest rates and expected inflation to suppress the need to avoid risk。
• Cash and silver: Following the weakening of gold prices to $76.6, industrial sensitivity further magnifies the decline。
• WTI CRUDE OIL3.38-98.72 per cent increase, high-level shock upwards, fuel and gas facilities in the Middle East causing disruptions。
• Brent crude oilBetween 3.6 per cent and 106.58 per cent, the level of the attack fluctuated sharply。
• United States dollar index: Strength up to 100.162, expected by the Eagle Fed to be supported by geo-uncertainty。

Encryption Currency Performance

• BTC: 24H DOWN 3.43 PER CENT, CURRENTLY APPROXIMATELY $71,081, WITH A CONTINUATION OF THE HIGH-LEVEL ADJUSTMENT AND A DECLINE IN US EQUITY AND RISK PREFERENCES。
• ETH: 24H DOWN 4.94 PER CENT AND CURRENTLY APPROXIMATELY $2,194, RETURNING WITH A LARGE VOLUME。
• Total market value of encrypted currency24H FELL BY ABOUT 3.2 PER CENT, THE TOTAL MARKET VALUE FELL TO ABOUT $2.53 TRILLION, AND THE RISK ASSETS WERE ADJUSTED AS A WHOLE。
• Market warehouse situation: 24H TOTAL BLAST TANK OF ABOUT $453 MILLION, MULTIPLE SINGLE BLAST WAREHOUSE OF ABOUT $380 MILLION AND EMPTY SINGLE EXPLOSION WAREHOUSE OF ABOUT $73 MILLION。

• Bitget BTC/USDT liquidation map: The current price is about US$ 71,000, and there is a clear multi-headed clearing zone of US$ 70,000 to US$ 71,500 below, which, if prices fall, could trigger a multi-headed chain of detonation and zoom down. Above72,500-75,000 dollars to bring together a lot of empty clearing leverageIf prices continue to move up through the zone, they can trigger empty squeezes and drive further increases。
• NET INCOMING/OUTWARD SPOT ETF: BTC NET ETF NET OUTFLOW YESTERDAY APPROXIMATELY US$ 130 MILLION; ETH NET ETF NET OUTFLOW YESTERDAY APPROXIMATELY US$ 55 MILLION。
• BTC SPOT INFLOW/EXIT: YESTERDAY, BTC CASH INFLOWS TOTALLED $2,554 MILLION, OUTFLOWS OF $2,623 MILLION AND NET OUTFLOWS OF $99 MILLION。

United States equity index performance

• Finger: 1.63 per cent down, report 46,225.15, ending the spiral and the defense plate failed to withstand the overall depression。
• Pistol 500: 1.36 per cent down, 6,624.70 down, up from a new low since last November, with growth synchronized with value plates。
• Nut finger1.46 per cent drop, 22,152.42 report, and a collective backlash by the technology giants led the decline。

Technology giant dynamics

• YVDA (NVDA): A DROP OF 0.84 PER CENT AND A GAIN OF $180.40 WAS RECORDED, WHILE A STRONG DEMAND FOR AI BUT A REDUCED MARKET RISK BIAS TRIGGERED A GAIN-BACK。
• GOOGLE (GOGL)DECLINE OF 1.04 PER CENT AND CHARGE OF $307.69. AI CLOUD OPERATIONS ARE EXPECTED TO BE POSITIVE BUT TO BE ADJUSTED WITH THE PLATES。
• APPLE (AAPL)Decline 1.69 per cent and charge $249.94. Consumption demand concerns are linked to large-scale movements。
• MICROSOFT (MSFT)1.91 PER CENT DOWN AND $391.79 CHARGED, WHILE AI HAS A LONG-TERM POSITIVE INVESTMENT BUT SHORT-TERM GUIDANCE PRESSURE。
• AMAZON (AMZN)2.48 PER CENT DROP TO $209.87, AND AWS GROWTH IS EXPECTED TO BE COVERED BY MACRO-UNCERTAINTY。
• Meta (META)(c) Decline of 1.12 per cent and $615.68, while the soundness of advertising operations but the contraction of the universe affects emotions。
• TESLA (TSLA)1.63 per cent down, $392.78 for auto-driving narratives, suppressed by risk aversion。

Plank Instant Observation

Photocommunication panelBig up

• Representational units: Lumentum increased by 7.89 per cent and Cohen by 4.64 per cent。
• DRIVERS: THE OFC 2026 CONGRESS FOCUSED ON THE RELEASE OF AI INFRASTRUCTURE DEMAND SIGNALS, WITH SEVERAL COMPANIES DEMONSTRATING A NEW NETWORK EXPANSION PROGRAMME, BOOSTING PLATE EMOTIONS。

Storage chip platesSplit

• On behalf of individual units: CD-ROMs and CD-ROMs will go up and down。
• DRIVER: AI SERVER DEMAND VALIDATES THE ATMOSPHERE, BUT A SIGNIFICANT INCREASE IN CAPITAL EXPENDITURE TRIGGERS A VALUATION DIGESTION PRESSURE。

III. Depth interpretation

1. Optical technology - a doubling of the closes of the camp

Summary of eventsUS$ 23,866 million in US$ 2nd quarter of FY2026, nearly doubled the same year, the Māori rate was close to 75%, single-season revenue, EPS and profitability levels were at a record high, and a 30% increase in quarterly dividends was announced. The median value of company Q3 was 50 per cent higher than market expectations, the EPS was nearly 70 per cent higher and the Māori rate was 81 per cent; capital expenditure for the current fiscal year was increased by 25 per cent to $25 billion, and spending for the 2027 fiscal year was expected to rise by more than $10 billion, mainly for the expansion of capacity in HBM and DRAM (including the new plant in Tongluo and the United States Fab project). After an increase of more than 2 per cent, the stock price quickly declined by more than 6 per cent。Market interpretation: Bernstein and Goldman Sachs believe that this performance and guidance strongly validates the explosive demand of the AI server for HBM/DRAM, the start of the HBM4 mass production and the official opening of the life cycle of the storage chip for the basic sale of energy. However, aggressive capital expenditure schemes have triggered pressure on cash flows, longer return cycles and concerns about potential oversupply, leading to a rapid reversal of post-event sentiment and a clear digestive pressure on short-term valuations。Investment revelationIt is at the core of the AI memory supercycle, and HBM4 pricing rights and the use of fab will be key variables; investors should focus on tracking the 2027 production rate against the industry ' s supply and demand balance, and remain wary of the risks of volatility associated with the efficiency of capital expenditure implementation under high growth expectations。

IN WEIDA-HWANG IN-HOON RESPONDED STRONGLY TO THE DLSS 5 DISPUTE

Summary of eventsAt the GTC 2026 Congress, Ingweida launched the 5th Generation of Advanced Learning Super Sampling Technology (DLSS 5) as the key technology for the conversion of AI algorithms to consumption by producing a low resolution rendering in milliseconds. Some players question the “overdependence” on AI and may weaken artistic control; Huang In-hoon in Q& and the strong backlash in A to criticize the “total error”, emphasizing that DLSS 5 integrates the controllability of geometry, texture and game elements in depth with the generation AI, and that developers can still fine-tune to achieve geometrically generated control rather than mere later treatment。Market interpretation: ANALYSTS BELIEVE THAT THE CONTROVERSY IS ESSENTIALLY A MARKET-BASED DISCUSSION OF THE BALANCE BETWEEN AI ' S CONSUMER-LEVEL GAMES AND DATA CENTRE APPLICATIONS. WONG IN-HOON ' S STRONG STANCE NOT ONLY DEFENDS THE TECHNOLOGY ROUTE, BUT ALSO REINFORCES THE ABSOLUTE LEADERSHIP OF YVETTE IN THE AI GRAPHICS FIELD, WHICH HAS LONG FAVOURED CONSUMER-GRADE GPU ECOLOGICAL EXPANSION AND THE DIVERSIFICATION OF COMPUTING。Investment revelation: THE CONTINUOUS EVOLUTION OF THE DLSS SERIES REMAINS AN IMPORTANT MOAT FOR THE BRITISH CONSUMER BUSINESS; INVESTORS SHOULD KEEP TRACK OF THE ACTUAL ADOPTION OF DLSS 5 BY MAINSTREAM GAME DEVELOPERS AND THE SUPPORT OF NEW GENERATION GAMES, A TECHNOLOGY THAT IS EXPECTED TO BE ADDED TO REVENUE GROWTH IN THE COMING YEARS UNDER THE TREND TOWARDS THE CONSUMPTION OF AI。

COMMUNICATION - A CLEAR SHIFT IN STRATEGIC FOCUS TO AI

Summary of events• Queue management clearly announced at the latest financial teleconference that the strategic focus had shifted from traditional game operations to artificial intelligence, and that large-scale, large-scale model development and AI infrastructure development were ongoing. For the first time, Maquiteng has publicly described the “shrimp-raising” strategy, proposing the multi-dimensional setting of AI through the “crawfish” application, breaking the traditional ChatBot limits, and planning to integrate micro-intelligence micro-programs into the future AI ecology in order to balance interests. At the same time, in response to the increase in the price of the storage chip, the executive noted that the AI demand had fully pulled the DRAM, HBM and even CPU, and that the hard drive supply chain was strained。Market interpretationTHIS IS WIDELY SEEN BY INSTITUTIONS AS A KEY STRATEGIC SHIFT IN THE SLOW-DOWN AND REGULATORY ENVIRONMENT OF THE GAME. THE FOCUS OF AI HAS HELPED TO MOVE AWAY FROM A SINGLE BUSINESS DEPENDENCE AND RESHAPE THE LONG-TERM GROWTH NARRATIVE AND VALUATION FRAMEWORK, PARTICULARLY IN THE LIGHT OF THE SYNERGIES BETWEEN CLOUD SERVICES AND AI INFRASTRUCTURE, WHERE MARKET CONFIDENCE IN COMPANIES ' FUTURE COMPETITIVENESS HAS INCREASED SIGNIFICANTLY。Investment revelationTHE SUCCESS OF THE AI TRANSITION WILL SERVE AS A CATALYST FOR THE RE-EVALUATION OF THE CORE OF THE VALUATION; INVESTORS WILL NEED TO FOCUS ON THE COMMERCIALIZATION OF LARGE MODELS, THE INCREASE IN THE SHARE OF REVENUES FROM CLOUD OPERATIONS AND THE ACTUAL IMPLEMENTATION OF THE SHRIMP-RAISING STRATEGY, WHICH, IN THE LONG RUN, WILL SIGNIFICANTLY WIDEN THE CORPORATE GROWTH CEILING。

IV. Developments in encryption money projects

1. THE UNITED STATES SEC HAS APPROVED CHANGES TO THE NASDAQ RULES TO ALLOW IT TO SUPPORT TRANSACTIONS IN TOKENIZED SHARES. ACCORDING TO THE APPROVAL DOCUMENTS, ELIGIBLE PARTICIPANTS CAN SETTLE TRANSACTIONS IN THE FORM OF TOKENIZATION IN A PILOT PROJECT RUN BY THE DEPOSITORY TRUST COMPANY. CURRENCYIZED SHARES WILL SHARE THE SAME ORDER BOOK AND ENFORCEMENT PRIORITIES AS TRADITIONAL SHARES, AND SHAREHOLDERS MUST BE PROVIDED WITH THE SAME RIGHTS AND PRIVILEGES AS REGULARLY TRADED SHARES。

2. The Kraken parent company Payward filed an IPO application in secret with the US SEC last November, but recently suspended the listing process until market conditions had improved, owing to the weakening of the encryption market from its historical height in Bitcoin and the decline in valuation pressure and turnover。

According to Michael Saylorc, the annualized swing rate of $SRC has fallen to about 1.5 per cent, while the Sharp rate has risen to about 5.37, creating a new high in the product ' s risk-adjusted yield. Saylor states that under the current configuration, the return and volatility mix of $SRC sets a new risk adjustment yield performance benchmark for the market。

FOUR. “THIRTEEN YEARS AGO, 5,000 BTC ANCIENT WHALES WERE HOARDED” AND ANOTHER 1,000 BTCS (US$ 71.57 MILLION) WERE SOLD SEVEN HOURS AGO. IN NOVEMBER 2013, HE ACCUMULATED 5,000 BTCS AT A PRICE OF $332 AND THEN STARTED SELLING THEM IN NOVEMBER 2024。

V. Today ' s market calendar

Data release schedules

The big news

Institutional perspective:

Wall Street analysts are generally of the view that a significant tightening of the Fed’s platform map (which is expected to reduce interest rates from one or two times during the year) combined with supply disruptions caused by the mutual bombing of oil and gas facilities in the Middle East is significantly reshaping the path of inflation and growth. Goldman Sachs and Morgan Chase stated that high oil prices and expansion of fiscal spending would prolong the anti-inflation process, that the Fed might be forced to maintain more restrictive policies, that the Eagles had shifted to basic pricing and that the US stock valuation was facing a new round of compression. The gold default of $4900 reflects a decline in the traditional risk-averse attraction in a high-interest-rate environment, while bitcoin, while following the risk asset, provides the relative bottom support for ETF inflow resilience and regulatory clarity. Bernstein's strategist emphasized that the AI infrastructure block (storage, light communications) was divided in the fiscal season, and that the high expectations of beauty guided the validation of strong demand but the surge in capital expenditure triggered short-term fluctuations. Short-term market fluctuations are expected to increase, and it is recommended that close attention be paid to PPI data and the Fed ' s statement that precious metals and encrypted currencies need to be wary of downside risks if inflation is higher than expected, United States stock defence shifts or further deepening。

DISCLAIMER: THE ABOVE IS COLLATED BY AI, MANUALLY ISSUED ONLY FOR VALIDATION AND IS NOT RECOMMENDED FOR INVESTMENT。