A recent market breakout has been supported by significant participation and late-session buying, raising questions about its sustainability. According to CoinDesk, while the surge in activity has been notable, the underlying on-chain activity remains weak, casting doubt on the long-term durability of this trend. The market's recent performance has been characterized by a surge in participation, with investors showing increased interest during the late trading sessions. This heightened activity has contributed to a breakout, suggesting a potential shift in market dynamics. However, the lack of robust on-chain activity raises concerns about whether this momentum can be maintained over time. Despite the apparent enthusiasm among market participants, the weak on-chain metrics suggest that the current breakout may not be as stable as it appears. The discrepancy between market participation and on-chain activity highlights the need for caution among investors, as the sustainability of this trend remains uncertain. As the market continues to evolve, the balance between participation and on-chain activity will be crucial in determining the long-term trajectory of this breakout.

On April 16, according to Jin10, Macquarie Bank strategists Thierry Wizman and Gareth Berry highlighted in a report that central banks with the most hawkish stances in response to rising oil prices might revert to pre-war policies if a peace agreement is reached and oil prices remain low. They noted that the Bank of England, and possibly the European Central Bank, have the greatest potential to return to their pre-war positions, as they became notably hawkish since the onset of the U.S.-Iran conflict. Consequently, expectations for these policy rates may become less 'hawkish.'

Analyst Michaël van de Poppe has identified that Bitcoin has entered a historically undervalued zone. According to NS3.AI, this observation comes after the gold-to-Bitcoin value ratio dropped below two sigma. Van de Poppe noted that a shift from gold to Bitcoin is already underway, referencing similar periods in 2015, 2018, 2020, and 2022, which were followed by significant Bitcoin uptrends.

South Korean government ministries are set to trial a blockchain-based digital currency for managing business promotion expenses, replacing traditional credit cards. According to NS3.AI, the Ministry of Economy and Finance is spearheading this initiative as part of its ongoing efforts to integrate blockchain technology into national treasury fund management. This marks the ministry's second attempt at utilizing blockchain, following last month's pilot program that distributed government subsidies as deposit tokens to businesses installing electric vehicle charging stations.

Ripple has announced a new partnership with a Korean insurance company, marking its first such deal in the region. According to CoinDesk, this collaboration aims to facilitate near real-time settlement of Korean treasuries. However, the official statement did not specify any live volume or timeline for the implementation of this service. This strategic move by Ripple highlights its ongoing efforts to expand its presence in the Asian market. The partnership is expected to enhance the efficiency of treasury operations for the Korean insurer, potentially setting a precedent for similar collaborations in the future. While the specifics of the deal remain undisclosed, the focus on real-time settlement aligns with Ripple's broader mission to streamline financial transactions globally. As the company continues to forge new alliances, the financial industry will be watching closely to see how these developments unfold.

يستعد الرئيس الأمريكي دونالد ترامب ورئيس مجلس الاحتياطي الفيدرالي جيروم باول لمواجهة حاسمة بشأن أحقية باول في البقاء في منصبه في حال فشل ترامب في تثبيت كيفن وارش، خليفته المُختار، في الوقت المناسب. من المقرر أن يدلي وارش بشهادته أمام لجنة الخدمات المصرفية في مجلس الشيوخ يوم الثلاثاء المقبل، لكنه قد يواجه صعوبة في الحصول على موافقة الكونغرس قبل انتهاء ولاية باول في 15 مايو/أيار. صرّح ترامب يوم الأربعاء بأنه سيقيل باول إذا لم يغادر "في الوقت المحدد"، ويزداد احتمال المواجهة المباشرة بين ترامب وباول إذا لم يتم تثبيت وارش قريبًا. يأتي هذا الجدل في ظل هجمات ترامب المتكررة على باول لعدم استجابته لمطالبه بخفض أسعار الفائدة، واصفًا رئيس مجلس الاحتياطي الفيدرالي بـ"الأحمق" و"العنيد" لرفضه خفض تكاليف الاقتراض. يقول المحللون إنه مع ازدياد احتمالية بقاء باول في مجلس الاحتياطي الفيدرالي بعد هجوم ترامب الأخير، فإن استراتيجية ترامب قد تقوّض جهود وارش لإعادة هيكلة البنك المركزي. (فايننشال تايمز)

Tech shares propelled the Nasdaq to 24,016.02 and the S&P 500 to 7,022.95 on Wednesday. According to NS3.AI, Bitcoin reached $75,229, marking a 1.07% increase over 24 hours and nearly a 10% rise over the past two weeks. The market gains coincided with U.S. President Donald Trump's announcement that the US-Iran war was nearing its end, although he noted that the final outcome hinges on a deal between the two nations.

Citi has released a research report indicating that Lens Technology's (06613.HK) first-quarter performance fell short of expectations. According to Jin10, the company's management attributed the weak results to reduced procurement by clients due to rising memory prices and foreign exchange losses. Management anticipates that the impact of foreign exchange will diminish in the coming quarters, with revenue contributions from iOS foldable models starting in May and a potential recovery in Android demand in the second half of 2026. In response to the first-quarter results, Citi has lowered its 2026 net profit forecast for Lens Technology by 13% to 4.36 billion yuan, while maintaining its earnings estimates for 2027 and 2028. The target price for Lens Technology's H-shares has been reduced from HKD 27 to HKD 25, with a "buy" rating, and the target price for A-shares has been adjusted from 32 yuan to 30 yuan, with a "neutral" rating. Despite the disappointing performance in the first half of 2026, Citi believes that Lens Technology could benefit from restocking sentiment for iOS products from late Q2 to late Q3. The bank expresses a preference for H-shares due to better risk-reward potential.

Cosmos SDK's GitHub repository indicates a shift in the licensing of its Enterprise module from the Apache-2.0 open-source license to a 'Source Available Evaluation License.' According to Foresight News, this new license permits only non-commercial evaluation, testing, and educational use, requiring separate commercial licenses for business applications. Greg Osuri, founder of the application chain Akash Network, expressed concerns over this change, stating that Akash can no longer use the module for production or commercial purposes, nor can it offer services based on this component to third parties. Previously, Akash planned to migrate to a shared security layer while maintaining some Cosmos integration for interoperability. However, the new licensing terms make it nearly impossible for Akash to remain within the Cosmos ecosystem, which Osuri describes as a 'hostile' adjustment.

Bitcoin's price increased to approximately $74,935 during the Asian trading session, marking a 0.7% rise over the past 24 hours and a 5.4% increase over the week. According to ChainCatcher, the recent surge is primarily driven by spot trading rather than a broad resurgence in risk appetite. QCP Capital notes that the perpetual contract funding rates for Bitcoin remain negative, and open interest is declining, indicating that short sellers are increasing hedging rather than closing positions passively. The options market also reflects caution, with short-term implied volatility remaining low and the one-month term below the three-month term. The risk reversal indicator shows a higher demand for downside protection compared to upside bets, suggesting traders are more inclined to pay for potential declines rather than chase gains. QCP describes this movement as a "rebound" rather than a trend reversal. On the macroeconomic front, long-term U.S. Treasury yields and gold prices have not confirmed a return to risk appetite, with gold remaining near high levels, indicating ongoing demand for safe-haven assets. Analysts suggest that the current market behavior is more driven by expectations of a ceasefire, leading to an "emotional recovery," rather than the resolution of core risks. Ethereum has shown relative strength, with the ETH/BTC ratio rising to about 0.0315. Additionally, on-chain transaction volume and stablecoin supply have reached historical highs, indicating a potential rotation of funds into high beta assets. However, the market is advised to monitor upcoming risk events to determine the sustainability of this upward trend.

آرثر هايز: الإمبراطورية، والمضيق، والمطابع - ثلاثة سيناريوهات مصيرية للبيتكوين (التمويل الذهبي) - ثلاثة سيناريوهات في مضيق هرمز وكيف تؤثر على أسعار البيتكوين

لا يزال تبني العملات المشفرة في الدنمارك من بين الأدنى في أوروبا، حيث يمتلك 4% فقط من المواطنين أصولاً رقمية - وهو ما يقل كثيراً عن نظرائهم الإقليميين الذين غالباً ما يكون لديهم معدل تبني يزيد عن 10%.

تعمل الرموز القائمة على قوة الحوسبة على إعادة تشكيل إحداثيات القيمة لعصر الذكاء الاصطناعي، لكن شفافيتها وقيمتها لا تزال بمثابة الصندوق الأسود للذكاء الاصطناعي، ولا تزال الصناعة تبحث عن مرجع حقيقي لتسعير النتائج.

أطلقت جوجل تطبيق Gemini أصليًا لنظام macOS، مما يتيح لمستخدمي أجهزة Mac الوصول السريع إلى مساعدها الذكي المدعوم بالذكاء الاصطناعي مباشرةً من سطح المكتب باستخدام اختصارات لوحة المفاتيح. يُمكّن التطبيق المستخدمين من تحليل ما يظهر على شاشاتهم، والعمل على الملفات، واستخدام Gemini دون الحاجة إلى تبديل التطبيقات، بهدف جعله جزءًا من سير العمل اليومي.

يمكن إعادة تعريف أي كيان، مهما كان، كشركة ذكاء اصطناعي. وطالما أن القصة مقنعة بما يكفي، سيتكفل المستثمرون بالتكاليف.

تتطور الاختراقات النظرية في الحوسبة الكمومية بوتيرة غير متوقعة، وهذا التوجه حقيقي. مع ذلك، فإن "الاختراقات النظرية المتسارعة" لا تعني "جاهزية أدوات الهجوم". لا تزال الحوسبة الكمومية تواجه تحديات جوهرية في ثلاثة أبعاد: الفيزياء، والهندسة، والتكلفة.

كشفت مصادر أن المشغل الفعلي لمنصة WLFI هو تاجر أسهم صيني معروف.

إذا نجح وارش في تولي إدارة الاحتياطي الفيدرالي، فإن سياساته ستتضمن مزيجًا من "الانضباط النقدي الصارم، والتمويل الرقمي المفتوح، وإطار تنظيمي واضح"، مما يدفع الأصول المشفرة من "أصول مضاربة هامشية" إلى "فئات أصول متوافقة مع التيار السائد".

إن السبيل الوحيد لإنقاذ الاقتصاد حقاً هو من خلال نمو اقتصادي هائل يقوده القطاع الخاص ويدفعه الابتكار التكنولوجي.

في اقتصاد الانتباه، تُعتبر الرواية بحد ذاتها رصيداً. لكن قيمتها لا تتحقق إلا عندما يؤمن بها شخص ما.