A prominent Ethereum ICO whale, known for active trading, has initiated a new round of transactions. Blockchain sleuth EmberCN posted on X that after earning $470,000 from trading half a month ago, the whale has now sold 5,000 ETH at $2,202 each, converting them into $11.01 million USDC within the past half hour. This strategy typically involves selling first and repurchasing at a lower price, indicating a bearish outlook on Ethereum's upcoming market trend.

World Liberty Finance has pushed the collateral usage on Dolomite close to the platform's $5.1 billion cap across two multisignature wallets following a rapid expansion in borrowing. According to NS3.AI, approximately 3 billion WLFI tokens support around $40.7 million in stablecoin debt, primarily in USD1, through a USD1-USDC looping structure with a liquidation threshold near 75%. Chaos Labs reported that WLFI constitutes 82.7% of Dolomite's total value locked (TVL) and 85.3% of its borrowing. The purpose behind this activity has not been disclosed.

On April 13, according to Jin10, Daiwa released a research report raising the target price of Gu Ming (01364.HK) from HKD 35 to HKD 36, maintaining a 'buy' rating. This corresponds to a forecasted price-to-earnings ratio of 22 times for 2026. Daiwa noted that Gu Ming's takeaway proportion has decreased from a peak of 60% in the third quarter of last year to below 50%. The management expects this trend to continue, aiming to improve franchisee profitability through initiatives such as dine-in promotions, extending morning business hours, and increasing coffee sales. The firm has also raised its earnings per share forecast for Gu Ming from 2026 to 2028 by 6% to 12%.

On April 13, Jin10 reported that a research note from CMB International anticipates Tencent's first-quarter performance this year to be stable, with total revenue expected to grow by 10% year-on-year to 198.4 billion yuan. According to Jin10, the non-IFRS net profit is projected to increase by 9% year-on-year to 66.8 billion yuan, primarily driven by robust core gaming and marketing activities, although partially offset by increased AI investments. The firm noted that Tencent's core business continues to benefit from AI, maintaining strong growth momentum. While AI investments may impact short-term profit margins, they also create short-term catalysts and empower core business in the long run. Following last year's fourth-quarter results, the firm believes the market has overreacted to potential AI threats and the short-term margin pressure from AI investments, making Tencent's current valuation attractive. The target price remains at 750 HKD with a 'buy' rating.

Asian stock markets continued their 'low open-recovery' trend on April 13, with Japan's Nikkei 225 and South Korea's KOSPI initially experiencing significant declines before quickly narrowing their losses. According to BlockBeats, this pattern reflects a decreasing sensitivity to geopolitical conflicts, such as the ongoing tensions involving Iran. Since the escalation of the Iran conflict, the market's Monday corrections have shown a consistent reduction in magnitude, moving from near double-digit losses to more moderate adjustments. This indicates a diminishing impact of geopolitical shocks on market sentiment. In trading dynamics, the 'Trump model' is being systematically priced in. This involves creating uncertainty through policy signals or strong statements during the week, followed by a softening stance or 'victory' outcomes over the weekend, which helps to restore expectations and drive a rebound in risk assets. As this framework is repeatedly validated, investors' willingness to trade on early-week volatility has decreased, leading to reduced selling pressure and a convergence in volatility patterns.

On April 13, BTC experienced a slight decline, impacting the HYPE token, which fell before recovering above $41. According to BlockBeats, a major investor known for profiting from a long BTC exchange rate strategy is facing pressure, with a capital withdrawal of $1.9 million this week. The investor currently holds a BTC long position with 40x leverage, valued at $30.06 million at an average price of $70,557, and a HYPE short position with 5x leverage, valued at $23.03 million at an average price of $38.93. The positions were established during a previous HYPE surge, with the full setup completed by March 20, totaling approximately $53 million. Since the establishment of these positions, the investor has incurred a net loss of about $1.32 million, with the portfolio yet to achieve positive returns.

Hong Kong's Financial Secretary, Paul Chan, announced on April 13 that the region will adopt a cautious approach to stablecoin regulation by initially issuing a limited number of licenses. According to BlockBeats, applicants must demonstrate practical application scenarios before further licenses are considered, allowing for experience to be gathered and evaluated. Chan emphasized the need to balance encouraging financial innovation with risk management, including the establishment of anti-money laundering regulatory mechanisms. He highlighted that while stablecoins offer decentralization and efficiency, they should be viewed primarily as payment tools rather than investment instruments. In light of the current international and security environment, Chan stressed the importance of vigilance. Hong Kong aims to enhance its financial market competitiveness and global influence as a form of proactive defense. The government and financial institutions have already established a comprehensive, cross-market monitoring system to ensure market stability.

XRP spot ETFs experienced notable financial movements last week, with a net inflow of $11.75 million, according to Odaily. The data, sourced from SoSoValue, covers the trading days from April 6 to April 10 (Eastern Time). The Bitwise ETF XRP led the inflows, attracting $9.5154 million, bringing its historical total net inflow to $388 million. Following this, the Franklin ETF XRPZ saw a weekly net inflow of $2.8987 million, with its historical total reaching $324 million. Conversely, the 21Shares ETF TOXR recorded the highest net outflow, amounting to $661,200, with its historical total net outflow standing at $25.85 million. As of the latest update, the total net asset value of XRP spot ETFs is $968 million, with an ETF net asset ratio of 1.16% compared to XRP's total market capitalization. The cumulative historical net inflow has reached $1.22 billion.

Over the past 24 hours, the cryptocurrency market saw notable movements, with AI and Meme sectors leading the way, rising by 1.08% and 1.03% respectively. According to NS3.AI, most crypto sectors posted gains during this period. However, Bitcoin experienced a slight decline of 0.37%, falling below the $72,000 mark, while Ethereum decreased by 0.43%, dropping below $2,300. Layer2 was identified as the weakest sector, recording a 0.79% decline.

The European Central Bank (ECB) has expressed support for the European Union's proposal to centralize financial market regulation under a single EU authority. According to PANews, this initiative aims to transfer regulatory powers from individual member states to a unified body, encompassing oversight of crypto asset service providers. The move is part of broader efforts to streamline financial governance across the EU, ensuring consistent regulatory standards and enhancing market stability.

永久先物の台頭、オンチェーンへの移行トレンド、そして新興開発者にとってのチャンス。

香港で初のステーブルコインライセンスがようやく交付されたが、香港金融管理局（HKMA）は最終的にHSBCとスタンダードチャータード傘下の2社のみを選定した。申請に参加した中国系金融機関はいずれも、関係当局から「窓口指導」を受け、今回のステーブルコインライセンス申請への参加を一時見合わせるよう求められていた。

大手企業はもはや単にGPUを積み増すだけでなく、AIエージェントの稼働を支えるための「CPUスケジューリング基盤」全体を同時に拡張している。計算リソースが希少でなくなった今、システムレベルのボトルネックをいち早く解決できた企業こそが、この競争の勝者となるだろう。

AIの能力は驚異的なスピードで進化しており、資産やデータを保護する必要があるあらゆる主体は、これを極めて重視しなければならない。そして、暗号資産業界こそが、まさに標的となっている。

「金色財経」は、仮想通貨・ブロックチェーン業界の朝刊『金色早8点』第3025号を発行し、デジタル通貨およびブロックチェーン業界の最新ニュースをお届けします。

中東での停戦報道は一時的にリスク資産を押し上げたが、ウォール街のストラテジストらは、この戦争がインフレ、エネルギー供給、そしてFRBの政策余地において、容易には埋められない傷跡を残したと警告している。

トランプ、WLFI、プロジェクト、皮肉たっぷりの投稿が拡散——WLFIの共同創業者自らが反論に名乗り出たが、一つ一つ論破される。金財経、参入するのは個人投資家、撤退するのは大口投資家。

ブラックロックでは、リック・リーダー氏は、グローバル債券およびマルチアセット市場における最大2.7兆ドルの資産運用を統括する一方、ブラックロック傘下のワイド・インベストメント・カウンシル（Wide Investment Council）の会長も務めている。

AIの時代が到来しつつある――より正確に言えば、すでに到来しており、ウォール街の機関投資家や個人投資家によってますます活用されつつある。

「金色週刊」は、金色財経が提供するブロックチェーン業界の週間まとめコーナーであり、その内容は、その週の主要ニュース、マイニング関連情報、プロジェクトの動向、技術の進展など、業界の最新動向を網羅しています。