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.

美国总统特朗普与美联储主席鲍威尔即将就一个问题展开对决：如果特朗普未能及时让其选定的主席继任者凯文·沃什（Kevin Warsh）获得确认，现任的鲍威尔是否有权继续留任。沃什定于下周二出席参议院银行委员会听证会，但他可能难以在鲍威尔 5 月 15 日主席任期结束前获得国会批准。特朗普周三表示，如果鲍威尔不“按时”离任，他将解雇鲍威尔，如果沃什不能很快获得确认，特朗普与鲍威尔发生正面冲突的几率将上升。这场争议发生之际，特朗普多次抨击鲍威尔不屈服于他降息的要求，称这位美联储主席是“白痴”和“倔驴”，因为他拒绝降低借贷成本。分析师表示，随着特朗普最新攻击后鲍威尔留任理事的可能性上升，特朗普的策略有可能削弱沃什重塑央行的努力。（英国金融时报）

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.

European Central Bank Governing Council member Muller stated that there is currently no definitive evidence indicating second-round effects of inflation. According to Jin10, Muller emphasized the importance of monitoring inflation trends closely to assess any potential impacts on the economy. He noted that while inflation remains a concern, the lack of clear evidence for second-round effects suggests that the situation may not be as severe as some fear. Muller’s comments come amid ongoing discussions about inflationary pressures in the eurozone and the ECB's strategies to address them.

BlackRock has identified South Korean stocks as a key factor in its recent upgrade of emerging market equities, citing significant earnings growth and reliance on global semiconductor demand. According to Jin10, BlackRock increased its holdings in U.S. and emerging market stocks this week, noting potential for earnings growth in both categories. Despite challenges such as the ongoing conflict in Iran, corporate earnings expectations for 2026 are rising, partly driven by AI-related themes. The company's Global Chief Investment Strategist emphasized South Korea's role in the upgrade, stating, "South Korea is a major driver of our emerging market ratings upgrade." She highlighted South Korea's impressive development within the tech supply chain ecosystem and noted strong consumer demand for AI-related hardware products, expressing optimism about this trend.

由 Solana Institute 支持的美国超级政治行动委员会（PAC）Sentinel Action Fund 宣布，将投入 800 万美元支持共和党候选人 Jon Husted 竞选俄亥俄州参议员席位，对阵长期批评加密行业的 Sherrod Brown。Sentinel 表示，该资金将联合其关联组织 Right Vote 共同投入，用于推动支持加密政策的候选人当选。Husted 一直公开支持数字资产创新，主张建立“有利于创新的监管框架”，并支持包括 GENIUS Act 在内的相关立法。资金来源方面，Sentinel 已获得 Multicoin Capital 等加密资本支持，其中 Solana Institute 与 Multicoin 分别捐助 75 万与 25 万美元。此外，Stephen Schwarzman、Kenneth Fisher 等传统金融界人士亦参与出资。值得关注的是，加密行业超级 PAC 正持续加大政治投入。此前，由 Fairshake 支持的候选人在 2024 年选举中已成功击败 Brown。随着 2026 年中期选举临近，加密资本正加速布局，推动亲加密政策候选人进入美国立法体系。（The Block）

On April 16, Jin10 reported that the Japanese yen has seen a slight recovery against the U.S. dollar following a new verbal warning issued by Japan's Finance Minister during the G20 meeting. After meeting with the U.S. Treasury Secretary, Japan's Finance Minister stated that the U.S. and Japan have agreed to enhance communication regarding foreign exchange rates. The yen has now moved away from the 160 level, which was considered a danger zone for intervention. According to Sony Financial Group analyst Junato Momito, any rise in the dollar against the yen during Thursday's trading is expected to be capped at 159.50, as traders await U.S. economic indicators, including initial jobless claims and industrial production data.

Arthur Hayes,Arthur Hayes：帝国、海峡与印钞机 比特币的三种命运剧本 金色财经,霍尔木兹海峡的三种场景，如何影响比特币价格

Crypto adoption in Denmark remains among the lowest in Europe, with only 4% of citizens holding digital assets—far behind regional peers that often have an adoption rate of over 10%.

​算力货币Token正在重塑AI时代的价值坐标，但它的透明，价值却是黑盒AI行业仍在寻找一个真正能为结果标价的锚。

Google has launched a native Gemini app for macOS, giving Mac users quick access to its AI assistant directly from the desktop using keyboard shortcuts. The app lets users analyse what is on their screen, work with files, and use Gemini without switching apps, aiming to make it part of everyday workflow.

任何实体，无论它曾经是什么，都可以被重新定义为AI公司。只要故事足够动人，资本就会为它买单。

量子计算的理论突破正在以超出预期的速度推进，这一趋势是真实的。但"理论突破加速"不等于"攻击工具已就绪"。量子计算仍面临物理、工程、成本三大维度的根本性挑战。

有消息人士透露，WLFI实际操盘手是知名华人大割。

沃什若顺利接掌美联储，其政策将呈现 “货币纪律严格、数字金融开放、监管框架清晰” 组合，推动加密资产从 “边缘投机品” 转向 “主流合规资产类别”。

真正能拯救经济的唯一出路，是由私营部门引领、技术创新驱动的经济爆发式增长。

在注意力经济时代，叙事本身就是一种资产。 但它的价值，只在有人相信时存在。