据 Onchain Lens 监测，某鲸鱼质押 5 万枚 ETH，价值约合 1.1697 亿美元。

The recent rally in the Treasury market, which had driven yields to their lowest closing levels in over two weeks, came to a halt on Wednesday. Bloomberg posted on X that this pause coincided with the stabilization of oil prices, influenced by the ongoing U.S. conflict with Iran that has affected Middle East oil supply. The market's reaction reflects the complex interplay between geopolitical tensions and economic indicators, as investors assess the potential impacts on global markets.

Israel's Central Bureau of Statistics reported that the country's Consumer Price Index (CPI) rose by 0.4% month-on-month in March, compared to a 0.2% increase in February. According to Jin10, the year-on-year CPI growth for March was 1.9%, slightly lower than the 2.0% recorded in February. These figures indicate a mixed trend in inflation, with a higher monthly increase but a slight decrease in annual growth.

卡塔尔财长阿勒库瓦里在 IMF 春季会议上警告，若霍尔木兹海峡迟迟不重开、贸易限制持续，伊朗战争将在未来数月造成更大经济冲击。他表示，当前能源涨价只是“冰山一角”，“全面影响一两个月后显现，将带来巨大经济冲击”。位于卡塔尔的卡塔尔拉斯拉凡 LNG 设施 3 月遭袭，该设施供应全球近五分之一的液化天然气出口，已引发全球天然气紧张。阿勒库瓦里称恢复出口需约五年，并补充称用于芯片制造的氦气出口也令人担忧。他指出，卡塔尔供应了全球约 30%的氦气。他在会上还描绘了能源短缺演变为“国家无法点亮”及化肥短缺引发粮食危机的风险场景。(金十)

Federal Reserve official Austan Goolsbee has expressed concerns over the potential economic impact of the ongoing conflict in Iran and existing tariffs. According to NS3.AI, Goolsbee highlighted the dual risks these factors pose to monetary policy decision-makers. He emphasized that the combination of geopolitical tensions and trade barriers could complicate efforts to manage interest rates effectively.

据链上分析师余烬监测，疑似币安人生控盘者半小时前用 3 个钱包从币安提取 3000 万枚币安人生到链上，价值 1140 万美元，最近 3 天里也因为疑似币安人生控盘者的大量囤积，币安人生上涨了 112% (0.17 美元→0.36 美元)。现在，疑似币安人生控盘地址集在链上已经持有了 2.27 亿枚的币安人生 (总量的 22.7%，价值 8155 万美元)。

Engineer Sterling Crispin has developed a bot designed to purchase 'No' positions on non-sports markets within the Polymarket platform. According to NS3.AI, this strategy is based on platform data indicating that 73.3% of resolved markets conclude with a 'No' outcome. The bot is programmed to enter trades only when the price is below $0.65. Crispin has not disclosed any wallet addresses or live profit figures associated with this bot.

Morgan Stanley is exploring the potential of a 'tokenized world' to enhance the efficiency of asset and liability management on its wealth management platform. According to CoinDesk, the bank's Chief Financial Officer, Sharon Yeshaya, highlighted the transformative potential of blockchain technology in streamlining financial operations. This move aligns with the broader financial industry's interest in leveraging blockchain to improve transaction speed and security. The concept of tokenization involves converting assets into digital tokens on a blockchain, which can facilitate faster and more secure transactions. Morgan Stanley's interest in this technology reflects a growing trend among financial institutions to adopt innovative solutions for asset management. By integrating blockchain, the bank aims to offer clients a more seamless experience, potentially reducing costs and increasing transparency in financial dealings. This initiative underscores the bank's commitment to staying at the forefront of technological advancements in the financial sector.

Key TakeawaysETH/BTC ratio climbed to 0.0313, its highest level since January.Ether outperformed Bitcoin over the past week, rising 4% versus BTC’s 3.9%.Ethereum added 284,000 new users in Q1, up 82% quarter-over-quarter.Stablecoin supply on Ethereum reached a record $180 billion.Analysts say ETH/BTC must reclaim 0.035 to confirm a broader altcoin rotation.ETH/BTC Ratio Rebounds From 2026 LowsThe ETH/BTC ratio rose to around 0.0313 this week, marking its highest level in roughly three months after bottoming near 0.028 in February.The move suggests Ether is beginning to outperform Bitcoin again after months of weakness. While the ratio remains below its January high near 0.038, the recent rebound is being viewed as an early sign that capital may be rotating back into Ethereum and higher-risk crypto assets.Why the ETH/BTC Ratio MattersThe ETH/BTC ratio is one of the most closely watched indicators of market risk appetite in crypto.A rising ratio typically signals that investors are moving from Bitcoin into Ethereum and altcoins.A falling ratio suggests traders prefer Bitcoin’s relative safety.Historically, stronger ETH/BTC performance has often coincided with broader altcoin rallies and periods of improving market sentiment.Ethereum’s Fundamentals Are ImprovingEthereum’s rebound is being supported by stronger network activity rather than price action alone.In Q1:Ethereum added 284,000 new users, up 82% quarter-over-quarter.Total transactions reached a record 200.4 million.Stablecoin supply on the network climbed to an all-time high of $180 billion.Ethereum now accounts for roughly 60% of global stablecoin supply, reinforcing its role as the primary settlement layer for tokenized dollars, DeFi, and institutional blockchain activity.Stablecoin Growth Strengthens Ethereum’s Long-Term CaseThe growth in stablecoin supply is becoming one of Ethereum’s strongest structural tailwinds.Token Terminal estimates Ethereum’s stablecoin supply has increased 150% over the past three years, while the network could capture as much as $850 billion in additional stablecoin flows by 2030 if adoption continues. Major institutions including BlackRock, JPMorgan, and Amundi are already using Ethereum for tokenized financial products.Key Level to Watch: 0.035Despite the rebound, ETH is still more than 50% below its 52-week high.Analysts say the ETH/BTC ratio must reclaim the 0.035 level on a weekly closing basis to confirm that this is more than a short-term bounce. A move above that zone would provide stronger evidence that a broader rotation into Ethereum and altcoins is underway.

Revolut has officially launched Tether Gold (XAUT) on its platform. According to Foresight News, this integration allows users to access Tether Gold, a digital asset backed by physical gold. The move is part of Revolut's ongoing efforts to expand its cryptocurrency offerings and provide users with more diverse investment options.

稳定币,RWA,USDS,Morpho,链上金库运行机制、市场格局与风险解析 金色财经,金库正快速成为链上资产管理的核心配置与抽象层。

金色财经推出《金色Web3.0日报》，为您提供最新、最快的MEME、DeFi、DAO、NFT和元宇宙行业新闻。

以一家基于 HYPE 的数字资产策略（DAT）公司为例，探讨为什么 DAT 的资产选择会决定其数字资产策略的可持续性。

当 AI Agent 需要身份、需要支付、需要被验证，区块链正在成为它们的操作系统。

Anthropic,OpenAI,IPO,IPO 前的 OpenAI 与 Anthropic 都想继续吵下去 金色财经,在这个你追我赶、互相攻击的节奏里，谁在坐收渔利？

进入 2026 年 4 月，才火了两个月的 OpenClaw （俗称“龙虾”）就迎来了它的挑战者。Hermes Agent 连续数周占据 GitHub Trending 榜首，狂揽 22,000 颗星。

在不到12个月的时间里，一个被OpenAI解雇的员工将2.25亿美元的投资变成了55亿，而他押注的领域，几乎处于华尔街集体认知的盲区。

香港,稳定币,汇丰、券商同时入场 香港稳定币已进入下一阶段 金色财经,香港围绕稳定币，连续释放了几条关键信号。

对Tether来说，审计合同的签署只是起点，最终报告何时发布、将揭露哪些储备细节、审计意见是否无保留等等因素仍然是待跨越的考验。

人工智能,AI 时代的「PayPal 黑帮」 从一起实习到身价亿万 金色财经,懂了，人还是要学奥数啊。