Web3 安全公司 CertiK 发布“2026 年数字资产监管现状”报告，对全球监管趋势进行系统梳理。报告显示，截至 2026 年 4 月，美国、欧盟、中国香港、新加坡等主要司法辖区监管框架已基本落地，行业正进入全面合规阶段。报告显示，反洗钱执法已取代证券属性界定成为首要监管风险，2025 年上半年全球反洗钱相关罚款超 9 亿美元，交易监控能力成为核心合规要求。同时，智能合约安全审计正从行业最佳实践升级为准入条件，成为牌照审批与代币上市的必备基础。此外，全球稳定币监管框架趋于一致，普遍确立全额储备、持牌发行等原则，但跨司法辖区监管差异仍带来合规挑战。报告指出，随着监管趋同与执行强化，行业已进入“强合规时代”。CertiK 表示，企业面临的核心问题正从“是否合规”转向“能否快速构建并落地合规能力”。多地持牌、反洗钱投入及持续安全审计，正成为机构发展的基础门槛。

Microsoft CEO Satya Nadella and OpenAI founder Sam Altman have reached a compromise following disagreements over OpenAI's deal with Amazon Web Services (AWS). According to Jin10, the negotiations between the two leaders have led to a resolution, smoothing tensions related to the collaboration with AWS. This development comes amid ongoing discussions about the strategic partnerships and technological advancements involving major tech companies.

The World Bank, in its latest Commodity Markets Outlook released on Tuesday, projected a significant rise in energy prices by 24% in 2026, assuming the most severe disruptions from the Middle East conflict end by May. According to Jin10, this would mark the highest level since the Russia-Ukraine conflict four years ago. The World Bank warned that if hostilities in the region escalate and supply disruptions persist longer than expected, commodity prices could rise further. The bank's baseline scenario assumes that shipping through the Strait of Hormuz will gradually return to near pre-conflict levels by October, although risks are "clearly tilted" towards higher prices. The World Bank's baseline forecast indicates an overall 16% increase in commodity prices in 2026, driven by soaring energy and fertilizer prices and record highs in several major metal prices. The report highlighted that attacks on energy infrastructure and disruptions in strait shipping have triggered the largest oil supply shock on record. The bank expects the average price of Brent crude oil to reach $86 per barrel in 2026, a significant increase from $69 per barrel in 2025. The report also noted that if key oil and gas facilities suffer further war damage and export recovery is slow, the average Brent crude price could reach as high as $115 per barrel this year.

Bitcoin's hash rate has shown signs of recovery, which, coupled with negative funding rates, may indicate potential gains for the cryptocurrency, according to the ETF provider's latest network analysis. The analysis suggests that these factors could contribute to a favorable environment for Bitcoin's price movement, highlighting the importance of monitoring network metrics in assessing future market trends.

当地时间 28 日，伊朗伊斯兰革命卫队海军副司令表示，伊朗已实现对霍尔木兹海峡的绝对控制，并要求过往船只缴纳通行费。他强调，霍尔木兹海峡的领土主权不容侵犯，外籍船只通过该航道时必须遵守伊方制定的规则，包括使用波斯语通讯。他表示，“如果没有最高领袖的命令和人民的意志，伊朗绝不允许哪怕一升石油流出海峡。”他还表示，伊朗军队目前“手按扳机”，处于高度戒备状态。他称，美军在波斯湾的霸权已经终结，并重申伊朗有能力应对任何形式的海上封锁。（央视新闻）

Stablecoin transfer volume experienced a 19.18% decrease, reaching $8.31 trillion over the past 30 days. According to NS3.AI, this decline occurred even as the total supply of stablecoins increased to $305.29 billion. Data from RWA.xyz indicated that the number of holders rose to 246.94 million during this period. Additionally, USDT led the 30-day net inflows with an increase of $3.6 billion.

美国总统特朗普：伊朗刚刚通知我们，他们正处于“崩溃状态”。他们希望我们尽快“开放霍尔木兹海峡”，因为他们正在解决领导层问题（我相信他们能够做到！）。

OpenAI has reportedly failed to meet its internal revenue and user targets, according to a new report from the Wall Street Journal. This development comes as the AI earnings season begins, potentially impacting investor sentiment and market performance. The shortfall in targets could raise questions about OpenAI's growth trajectory and its ability to capitalize on the burgeoning AI market, according to BeInCrypto. The timing of this news may influence market perceptions as companies in the AI sector prepare to release their earnings.

US corporate bonds associated with data-center companies experienced a decline on Tuesday. Bloomberg posted on X that this downturn followed a report revealing OpenAI's recent struggles to achieve its targets for new user acquisition and sales, leading to internal apprehensions. The report has raised concerns about the potential impact on data-center firms that support AI operations.

Nucor Corporation (NUE.N) experienced a 2.2% rise in its stock price following the announcement that its first-quarter revenue surpassed market expectations. According to Jin10, the company's financial performance in the first quarter has been stronger than anticipated, contributing to the positive movement in its stock value.

英伟达股价创新高，但年内涨幅明显落后半导体板块。机构认为，这种「落后」反而提供了新的买入窗口。

整个AI行业，在经过三年的突飞猛进后，已经褪去了早期的理想主义光环，进入了商业化的深水区。

监管依什么法、依什么规；洗澡式出海的红线画在哪里；从今天起，企业到底该怎么选。

不要只看白皮书、团队背景或审计结果，而要检查智能合约中是否存在隐藏管理员权限、任意增发、单点控制等风险，并关注代币分配是否过度集中、是否有透明锁仓与治理机制。

Pre-IPO,代币经济,Arkstream Capital: 普通人如何正确参与代币化Pre-IPO 金色财经,传统Pre-IPO到底是什么？散户究竟如何参与？

行情越涨越危险——这不是悲观者的直觉，而是美银量化模型给出的警告。

A new phishing campaign targeting users of Robinhood is blurring the line between real and fake to a dangerous degree—leveraging a little-known quirk in Gmail to deliver attack emails that appear completely authentic, down to passing all standard security checks.

在本次演讲中，Hayes 阐述了为何看好比特币，为何凯文·沃什并非人们所担心的鹰派，以及一项悄然生效的 4 月 1 日银行业监管法规如何可能释放数万亿美元的新信贷。

Hackers used Gmail’s dot handling trick and a flaw in Robinhood’s account setup to send fake login alert emails that looked real. The emails came from Robinhood’s own system and tricked some users into clicking phishing links and entering sensitive details on fake websites.

Vitalik Buterin,人工智能,OKX Wallet 的朋友们｜嘉年华篇：对话 Vitalik——AI 时代 Web3 的势与变 金色财经,AI 是新的 UI，「钱包」退到幕后。