人工智能,AI Agent,AI 智能体在链上落地为何障碍重重？ 金色财经,区块链为机器而建，却不为智能体而设计。

在应用场景和发展路向方面，余伟文表示，鼓励发行人探索并拓展实体经济相关应用，包括跨境支付、本地支付、代币化资产交易、创新应用等

美国 3 月未季调 CPI 年率 3.3%，预期 3.3%，前值 2.40%。(金十)

Key TakeawaysGreeks.live reports $2.27B in BTC and ETH options expiry on April 10.27,000 BTC options (~$1.94B) expired; max pain at $69,000.151,000 ETH options (~$330M) expired; max pain at $2,050.Bitcoin breaks above $72,000, while implied volatility declines.Large-Scale Options Expiry Hits Crypto MarketAccording to data shared by Greeks.live researcher Adam, a total of $2.27 billion in crypto options expired on April 10, including both Bitcoin and Ethereum contracts.Breakdown:Bitcoin (BTC):27,000 optionsNotional value: ~$1.94 billionPut/Call ratio: 0.71Max pain level: $69,000Ethereum (ETH):151,000 optionsNotional value: ~$330 millionPut/Call ratio: 0.77Max pain level: $2,050Bitcoin Breaks Range as Price Moves Above $72KThe expiry comes as Bitcoin pushes above $72,000, breaking out of a prolonged consolidation range.The move has been partly supported by easing geopolitical tensions, particularly around the US-Iran situation, which improved broader market sentiment.Volatility Declines Despite Price BreakoutDespite the price breakout, derivatives data shows declining volatility:Bitcoin implied volatility (IV): ~40% across most tenorsEthereum implied volatility: ~60%Options skew rising, indicating continued demand for downside protectionThis suggests that while prices have moved higher, market participants remain cautious.Options Market Structure Remains BTC-DominatedBitcoin continues to dominate the options market:BTC accounts for over 80% of options market shareOpen interest is concentrated in end-April and end-June expiriesTrading activity is heavily focused on near-term contractsBearish Signals Persist in Capital FlowsDespite the breakout, broader indicators remain mixed:Capital flow data shows bearish tendenciesMarket positioning reflects cautious sentimentExternal macro factors continue to drive crypto trendsBreakout Meets Cautious PositioningThe large options expiry and declining volatility point to a market at a transition point:Price action: Bullish breakout above rangeDerivatives: Low volatility, cautious positioningMacro backdrop: Still uncertainThe next phase will likely depend on whether spot demand and institutional flows can sustain momentum following the expiry event.

Jamie Dimon has expressed concerns over the increasing risks associated with U.S. debt. According to NS3.AI, Dimon referenced a Congressional Budget Office forecast predicting that the debt-to-GDP ratio will escalate from the current 100% to 120% by 2036. He highlighted that global deficits are currently at 5%, despite the relatively healthy state of the global economy. Dimon also cautioned that a future downturn in the credit cycle could lead to higher-than-anticipated losses in leveraged lending.

Key TakeawaysJapan reclassifies crypto as financial instruments under updated law.Insider trading involving crypto is now explicitly banned.Issuers must meet new disclosure and transparency requirements.Move signals deeper integration of crypto into traditional finance (TradFi).Japan Shifts Crypto Into Financial Instrument CategoryJapan has approved amendments to its Financial Instruments and Exchange Act, officially classifying cryptocurrencies as financial instruments rather than merely payment tools.The change reflects growing institutional participation and aligns crypto more closely with traditional assets such as stocks and securities.Stronger Rules: Insider Trading Ban and DisclosuresThe updated framework introduces stricter compliance requirements:Insider trading bans: Trading on non-public information is now prohibitedDisclosure rules: Crypto issuers must provide annual disclosuresStronger enforcement: Increased penalties for unregistered exchangesThese measures aim to improve market fairness, transparency, and investor protection.From Payments to Capital MarketsPreviously regulated under payment laws, crypto in Japan is now transitioning into the broader financial system.Finance Minister Satsuki Katayama emphasized the goal of expanding capital markets while ensuring regulatory safeguards.This shift effectively places crypto:Alongside equities and financial instrumentsUnder stricter institutional-grade oversightWithin a more mature investment frameworkInstitutional Adoption Driving Policy ChangesJapan’s regulatory update comes amid increasing interest from large financial institutions.The country is also:Exploring crypto ETFs by 2028Supporting participation from firms like Nomura Holdings and SBI HoldingsConsidering tax reforms, including a flat 20% rate on crypto gainsMarket ImplicationsThe reclassification is expected to:Boost institutional confidence in crypto marketsImprove regulatory clarityAttract more capital into compliant crypto productsAt the same time, tighter rules may increase compliance costs for market participants.Crypto Moves Deeper Into TradFiJapan’s decision marks another step in the global trend of integrating crypto into traditional financial systems.As regulation evolves:Markets may become more stable and transparentInstitutional participation is likely to increaseCrypto could gain broader legitimacy as an asset classOverall, the move positions Japan as one of the leading jurisdictions advancing regulated, institutional-grade crypto adoption.

纳斯达克上市比特币矿企 BitFuFu 披露 3 月出售 80 枚比特币，同期挖矿产出 214 枚 BTC（其中 171 BTC 来自云挖矿，43 BTC 来自自挖矿），截至三月末的比特币持仓量降至 1,794 枚。（Globenewswire）

The European Central Bank (ECB) has expressed its support for the European Commission's proposal to centralize financial regulation. According to Odaily, the plan aims to transfer the regulatory authority of cross-border financial institutions, including crypto asset service providers (CASPs), from national regulators to the European Securities and Markets Authority (ESMA). This move is intended to deepen the integration of the EU capital markets and enhance international competitiveness. The ECB emphasized the need for ESMA to be adequately staffed and funded, while minimizing market disruptions during the regulatory transition.

据 CME“美联储观察”：美联储 4 月加息 25 个基点的概率为 1.6%，维持利率不变的概率为 98.4%。美联储到 6 月累计降息 25 个基点的概率为 1.5%，维持利率不变的概率为 96.8%，累计加息 25 个基点的概率为 1.7%。

On April 10, an Iranian delegation arrived in Pakistan to engage in discussions, according to BlockBeats. The primary negotiations between Iran and the United States are scheduled to take place tomorrow.

Key TakeawaysING says USD may strengthen if March CPI accelerates.Rising energy prices linked to Iran conflict driving inflation risk.Focus shifts to “second-round effects” in core inflation.Fed outlook depends on whether higher costs spill into wages and prices.Dollar Outlook Hinges on Inflation SurpriseAccording to Francesco Pesole, the US dollar could gain support if upcoming CPI data shows a meaningful increase in inflation for March.The anticipated inflation pressure is largely tied to rising energy prices, driven by ongoing geopolitical tensions in the Middle East.Higher Inflation Raises Floor for Dollar WeaknessPesole noted that elevated inflation expectations may limit downside for the dollar, even as geopolitical developments remain the dominant macro driver.In this environment:Strong CPI → supports USD strengthWeak CPI → may not trigger major USD decline due to existing inflation risksFed Focus: Second-Round Inflation EffectsFor the Federal Reserve, the key concern is not just headline inflation, but whether second-round effects emerge.This includes:Businesses passing higher costs to consumersWage increases driven by inflation pressureBroader persistence in core inflationIf these effects materialize, it could reinforce a higher-for-longer interest rate outlook.Market ImplicationsThe CPI release is expected to influence:Dollar directionBond yieldsRisk assets including equities and cryptoA stronger dollar and higher yields could weigh on risk markets, while softer inflation may ease financial conditions.OutlookMarkets are entering a sensitive phase where:Inflation data is closely tied to geopolitical developmentsMonetary policy expectations remain uncertainCurrency and risk asset volatility could increaseThe CPI print will be a key test of whether inflation pressures are temporary or becoming entrenched.

Circle's Chief Strategy Officer, Dante Disparte, has addressed the April 1 incident involving the theft of over $270 million from Drift Protocol. According to Foresight News, Disparte clarified that Circle only freezes USDC when legally compelled, emphasizing that this is not a unilateral decision. He explained that the mechanism is part of a framework designed to protect holders from arbitrary interference. Disparte highlighted the challenge faced by open systems, where legal frameworks lag behind technological advancements. He stressed that protocols, wallets, exchanges, and stablecoin issuers should view security and accountability as shared responsibilities. Disparte suggested that DeFi protocols could develop on-chain protective measures inspired by traditional market circuit breakers. He also urged that the legislative process for the U.S. GENIUS Act and CLARITY Act should incorporate standards for due process, property rights, and financial privacy protection before the next major security incident occurs.

AI 正在催生出一类新的创业公司：它们不需要很大的初始团队，不需要很重的固定成本，也不一定需要持续依赖多轮融资。

对于香港而言，这一轮稳定币牌照的落地，不仅是对既有虚拟资产框架的延伸，更是在支付与结算层面的一次关键布局。

Hong Kong has issued its first stablecoin issuer licences under its new regulatory regime, approving HSBC’s Hong Kong banking arm and a Standard Chartered-linked consortium led by Anchorpoint Financial.

Elon Musk’s AI firm xAI has filed a lawsuit against the state of Colorado, arguing that new regulations targeting algorithmic discrimination could restrict free speech and force its chatbot Grok to conform to state-defined standards on fairness and equity.

2026年4月10日，香港金融管理局宣布，金融管理专员根据《稳定币条例》向碇点金融科技有限公司及香港上海汇丰银行有限公司授予稳定币发行人牌照，以在香港发行稳定币。

Japan has approved a bill moving cryptocurrency under financial securities law, introducing insider trading rules, stricter penalties, and annual disclosure requirements for issuers.

SOLANA,节点数量下降 70% 后 这次 Solana 着急了 金色财经,Solana 节点数量已较历史高点下降七成。

DeepSeek,给DeepSeek的最后一封催更信 金色财经,人民想念DeepSeek。