Notes

🕶️ 隐私之战全面升级:这是价值 610 亿美元的赛道版图 隐私赛道正在进入加速期: ⚡ 总市值已达 $61B ⚡ 日交易量超过 $4.98B ⚡ 即使在盘整期,需求依旧强劲 这不是情绪推动,而是 资金正在悄悄转向“原生隐私”基础设施。 我把整个生态按功能拆了一遍,供你快速理解 ↓↓ 1️⃣ 完全隐私链(核心层) 网络级 / 智能合约级 / 并行执行 $NYM @nym $HOPR @hoprnet $XEL @xelis_project $ABEL @PQabelian $DUSK @DuskFoundation $GHOST @GhostWareOS 2️⃣ 隐私 DeFi(匿名流量中心) 混币、跨链、做市、协议基础设施 $MANTA @MantaNetwork $TORN @TornadoCash $LOCK @HoudiniSwap $SPKY @GhostyCash $UFI @PureFi_Protocol $SIS @symbiosis_fi $MAV @mavprotocol $FUL @FulcromFinance $DERI (Deri Protocol) $WEFI @wefi_official $TAROT $IZI @izumi_Finance $ETHDYDX @dYdX $FOX @ShapeShift 3️⃣ 可编程基础设施 $LITKEY @LitProtocol $LUMIA @BuildOnLumia $MTP @MTP_Network 4️⃣ 支付 / 数字现金层(隐私即默认) $ZEC @Zcash $XMR @monero $DASH @Dashpay $BDX @BeldexCoin $ZANO @zano_project $ARRR $ERG @ergo_platform $FIRO @firoorg $PIVX @_PIVX …(等 20+ 个原生隐私币)
$NYM
-10.29%
$HOPR
+2.62%
$XEL
-4.33%
$ABEL $DUSK
-9.6%
$GHOST
-10.05%
$MANTA
+2.49%
$TORN
-3.09%
$LOCK $SPKY
-1.91%
$UFI $SIS
-29.48%
$MAV
+2.12%
$FUL
+3.01%
$DERI $WEFI $TAROT $IZI
-23.59%
$ETHDYDX
-5.27%
$FOX
-3.5%
$LITKEY
-1.52%
$LUMIA
-3.45%
$MTP
-6.59%
$ZEC
-3.77%
$XMR
+2.8%
$DASH
-5.91%
$BDX
+2.41%
$ZANO
-6.66%
$ARRR
+2.22%
$ERG
+1.74%
$FIRO
-4.7%
$PIVX
-3.61%
30
MARKET HIGHLIGHTS AUTOS: 🔸 GM & Ford drop as Trump imposes 25% import tax on foreign cars (effective April 3); European & Asian automakers also down. 🔸 S&P Changes: Cava ( $CAVA) replaces Altair ( $ALTR) in S&P MidCap 400 (March 31) after Siemens acquires Altair. 🔸 Crypto: GameStop ( $GME) plans $1.3B convertible notes offering to buy Bitcoin. EARNINGS: 🔸 MillerKnoll ( $MLKN): Q3 EPS $0.44 in line, revenue $876.2M (miss); Q4 guide below estimates. 🔸 Nio ( $NIO): Raises $450M via share placement for EV development. 🔸 Petco ( $WOOF): Q4 EBITDA beats, but weak Q1 & FY guidance. 🔸 Steelcase ( $SCS): Q4 EPS beats; Q1 revenue & EPS guidance above estimates. INDUSTRIALS & MATERIALS: 🔸 Chemours ( $CC) upgraded at Mizuho; 🔸 Liberty Energy ( $LBRT) upgraded at Morgan Stanley. 🔸 HB Fuller ( $FUL) beats Q1 EPS, guides FY revenue lower. FINANCIALS: 🔸 Jefferies ( $JEF) Q4 EPS misses; cites challenging capital markets. HEALTHCARE: 🔸 Medicaid overpaid insurers ( $CI, $HUM, $UNH, $ELV), per WSJ. 🔸 Nkarta ( $NKTX): Q4 EPS beats, cash runway to 2029. 🔸 Soleno ( $SLNO): FDA approves Vykat XR for genetic disorder. 🔸 Zentalis ( $ZNTL): Files mixed shelf offering up to $250M. TECH & MEDIA: 🔸 $AMD downgraded at Jefferies (AI concerns, competition). 🔸 S&P Changes: Angi ( $ANGI) replaces ODP in SmallCap 600. 🔸 3D Systems ( $DDD): Q4 EPS misses, weak FY guidance. 🔸 Concentrix ( $CNXC): Q1 EPS & revenue beat, reiterates FY outlook. 🔸 OpenAI nears $40B funding at $300B valuation (Bloomberg). 🔸 Verint ( $VRNT): Q4 EPS & revenue miss, weak FY guidance.
$CAVA $ALTR $GME
-9.5%
$MLKN $NIO $WOOF
-9.68%
$SCS $CC
-8.41%
$LBRT $FUL
+3.01%
$JEF $CI $HUM $UNH $ELV $NKTX $SLNO $ZNTL $AMD
-10.45%
$ANGI $DDD $CNXC $VRNT
10
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