人工知能、AIエージェント、OpenClaw、Anthropic、2026年第1四半期 AIエージェントが成人式を完了 ゴールデン・ファイナンス、AIエージェントが成人式を完了、人間はどこへ退くのか？

South Korea's central bank governor, Lee Chang-yong, has stated that the country's export performance has surpassed expectations. According to Jin10, Lee highlighted the positive export figures during a recent address, noting that the results are better than initially anticipated. This development comes amid ongoing global economic challenges, where South Korea's export sector has shown resilience and adaptability. The improved export performance is seen as a crucial factor in supporting the nation's economic stability and growth. Lee's remarks underscore the importance of exports in South Korea's economic strategy, as the country continues to navigate complex international trade dynamics.

4月10日、SoSoValueのデータによると、イスラエルとレバノンが停戦計画に向けた協議を行ったことを受け、暗号資産市場のセンチメントは回復し、暗号資産セクター全体が反発した。中でもSocialFiセクターのパフォーマンスが際立ち、24時間で3.01%上昇した。同セクター内では、Toncoin（TON）とChiliz（CHZ）がそれぞれ2.95%、4.15%上昇した。Bitcoin（BTC）は2.01%上昇し、7万2000ドルを突破した。Ethereum（ETH）は0.91%上昇し、2200ドルの大台に迫った。一方、MAG7.ssiは1.27%上昇、DEFI.ssiは1.86%上昇、MEME.ssiは1.63%上昇した。その他のセクターでは、DeFiセクターが過去24時間で2.77%上昇し、同セクター内ではHyperliquid（HYPE）が4.96%上昇した。Layer2セクターは2.47%上昇し、その中でArbitrum（ARB）は9.32%上昇した。Layer1セクターは1.90%上昇し、Zcash（ZEC）は16.78%上昇しました。PayFiセクターは1.54%上昇し、Dash（DASH）は17.20%上昇しました。CeFiセクターは0.63%上昇し、Bitget Token（BGB）は2.70%上昇しました。また、AIおよびGameFiセクターは過去24時間でそれぞれ0.17%、0.67%下落した。AIセクター内では、Bittensor（TAO）が9.86%下落した。GameFiセクターでは、ImmutableX（IMX）が比較的堅調で、5.41%上昇した。セクターの過去の相場動向を反映する暗号資産セクター指数によると、ssiDeFi、sssiRWA、siDePINはそれぞれ3.61%、3.49%、3.12%上昇した。

Alibaba's stock on the Hong Kong market (09988.HK) experienced a nearly 3% increase as it moved upward amid market fluctuations. According to Jin10, the rise in stock price is linked to the anticipated release of Alibaba's AI video model, HappyHorse, which is expected to be launched to the public in a week.

Bank of Korea Governor Lee Chang-yong has stated that the ongoing conflict in Iran is expected to have a more significant impact on South Korea's inflation and economic growth prospects compared to the conflict in Ukraine. According to Jin10, Lee emphasized the potential repercussions of the Iran conflict on the South Korean economy, highlighting concerns over inflationary pressures and growth challenges. The governor's remarks underscore the heightened economic risks associated with geopolitical tensions in the region, which could affect South Korea's economic stability and policy decisions.

In a wide-ranging interview on the tech podcast TBPN, Binance founder and former CEO Changpeng Zhao (CZ) discussed why he wrote a new book, what he thinks the public and media still misunderstand about crypto, and where he sees the industry headed—from regulation and privacy to AI-powered payments and the resurgence of prediction markets. The conversation also touched on the enduring mystery of Satoshi Nakamoto and why, in CZ’s view, Bitcoin may be stronger because its creator remains unknown. Writing a book “to tell my story” CZ framed the book as a personal account meant to correct misconceptions and present his perspective. “I think it’s really just to tell my story,” he said, adding that he began the manuscript during incarceration: “So I started writing a book when I was in prison… And then I just finished when I got out.” He described the motivation as partly practical and partly reflective: “I thought you know it might be interesting story to share and… let people know what my view is.” He also argued that mainstream narratives about crypto and major platforms remain distorted. “A lot of traditional media have many misconceptions about crypto, Binance, myself etc.,” CZ said. “There’s a lot of media that’s not accurate about crypto… a very good chance for me to share my perspective and have people understand crypto better.” “Illicit activity” and the transparency paradox One of CZ’s core themes was that crypto’s reputation for criminal use is outdated and statistically overstated. “People think that Bitcoin is only used by drug lords or for illicit activities,” he said. “The truth is actually… illicit activities in crypto is actually much much less than in traditional finance.” At the same time, CZ highlighted a paradox: blockchain’s openness can create privacy risks even for legitimate users. “Right now the crypto industry is… too transparent,” he argued. “The blockchain is a public ledger,” and when you combine it “with a few centralized exchanges’ KYC information, you can track most of the transactions pretty accurately.” He gave concrete examples of how everyday payments can leak sensitive information. If a company pays salaries on-chain, he said, observers can trace payments and “figure out everybody’s salary.” Similarly, paying a hotel address from a known wallet could reveal travel plans and create physical security risks. “So there’s little problems like those that are not solved yet,” CZ said, concluding that the industry must “strike a balance” between meeting regulatory requirements and protecting privacy. Regulation: imperfect, but “any clarity is better than none” On US policy, CZ sounded cautiously constructive. “I think right now US is making really good progress on crypto regulation,” he said, referencing ongoing debates and stablecoin-related issues “based on my layman understanding.” While he emphasized he’s “not a lawyer” and “not a regulatory guy,” he stressed the value of forward momentum: “Any clarity is better than none.” CZ also warned against expecting perfect frameworks immediately. “The current iteration of regulations will not get everything right on the first try,” he said, predicting “collaboration over time.” The key, in his view, is to “make progress and move forward.” AI and crypto: global payments for non-human actors CZ placed AI and blockchain alongside the internet as foundational technologies. “There’s really three big technologies in my adult lifetime… AI, blockchain, there’s internet—like it’s on those levels,” he said. One of his more specific predictions: AI agents will push crypto adoption by needing native digital payments. “AI is going to use crypto for payments for transactions,” he said, because AI systems “cannot KYC through a bank. They cannot do a selfie. They don’t have a passport.” Crypto’s global interoperability, he argued, offers a practical advantage: “You integrate with a blockchain once—it works globally,” supporting both microtransactions and large transactions. CZ also suggested AI can make crypto safer to use, especially for self-custody: “With AI we can probably build… safer tools for people to do self-custody and… safer tools for people to transact.” Quantum risk: upgrade the cryptography Asked about quantum computing, CZ took an evolutionary view. Quantum could break current encryption, he acknowledged, but the response is technical migration rather than existential panic: “There are already quantum approved… encryption algorithms… So we just need to upgrade the protocol to use those encryption mechanisms.” Satoshi: better unknown, less founder centralization On whether he knows Satoshi Nakamoto, CZ replied: “No. Unfortunately, I don’t. Even if I did, I would have said no, but I honestly don’t.” Over time, he said he has “come to peace with it,” arguing that identifying Satoshi could have downsides. “I think it’s better if we don’t know who he is,” he said, because it helps avoid “founder centralization.” Unlike projects with visible leaders, “what makes Bitcoin unique is that… the founders [are] no longer participating… so that makes it more decentralized.” Prediction markets, NFTs, and second winds CZ said prediction markets are entering a moment that earlier cycles lacked. “Today I do think prediction markets has a huge potential,” he said, attributing prior failures partly to timing: “If you implement them too early… they don’t get traction.” He described them as “price discovery and truth discovery,” “using price to discover truth,” and noted he’s invested in multiple projects in the sector. As for older narratives like DAOs, NFTs, and gaming, he expects returns—but not carbon copies. “Many things will have a second wind,” CZ said, but “the second wind will most likely be a little bit different.” He added, “DAOs will not disappear,” and argued that tokenized art will likely recur in new forms: “Tokenizing art is probably going to come back at some point multiple times.”

Youzan (08083.HK) shares on the Hong Kong Stock Exchange experienced a significant increase, rising over 20% at one point and currently up by 17%. According to Jin10, the surge follows news that the company has received approval to transfer its listing to the main board. The transition is expected to occur on April 17.

Hong Kong's lithium battery stocks experienced a notable surge, with several companies seeing significant gains. According to Jin10, Zhongchuang Xinhang (03931.HK), Ganfeng Lithium (01772.HK), and Tianqi Lithium (09696.HK) each rose by more than 5%. Additionally, CATL (03750.HK) increased by over 4.5%, while Tianneng Power (00819.HK) climbed more than 3.5%. This upward trend reflects a strengthening market sentiment towards lithium battery stocks in the region.

The CIA has announced plans to incorporate classified AI 'co-workers' into all its analytic platforms over the next few years. According to NS3.AI, this initiative aims to assist analysts in identifying spies and evaluating foreign threats. CIA Deputy Director Michael Ellis emphasized that while AI will play a supportive role, humans will continue to make the critical decisions. Last year, the agency conducted tests on approximately 300 AI projects to advance this integration.

暗号資産アナリストの余烬@EmberCNのモニタリングによると、ある大口投資家／機関がHyperliquid上で総額約7447万ドル相当の原油ショートポジションを構築しており、現在の含み益は約120万ドルとなっている。そのうち、当該アドレスは95.4ドルでWTI原油約39.9万バレルのショートポジションを構築し、その価値は約3788万ドル、現在の含み益は約20万ドルとなっている。同時に、96.4ドルでブレント原油約39万バレルのショートポジションを構築し、その価値は約3659万ドル、現在の含み益は約100万ドルとなっている。

Odaily Seerのモニタリングによると、Polymarket上の「NBAレギュラーシーズン、ブルズ対ウィザーズ戦の勝敗」に関する予測イベントの結果が確定し、ブルズがこの試合でハンディキャップ勝利を収めた。ブルズのハンディキャップ勝利ポジションを購入したアカウントの累積損失は430万ドルを超えた一方、この試合で利益を得たアカウントの利益は約19万ドルとなった。Odaily Seerの先知チャンネルの以前の報道によると、当該アカウントは、約56セントおよび50.9セントの価格で、それぞれ約15万ドル相当の「ブルズが5.5ポイント差で勝利」および約4万ドル相当の「ブルズが6.5ポイント差で勝利」のポジションを購入していた。この試合でブルズが勝利し、現在ブルズは東部12位、ウィザーズは東部15位となっている。Odaily Seerは予測市場を継続的に注視し、価格決定前に変化を捉えている。

イラン政府が実際にビットコインを受け入れるかどうかに関わらず、この噂はすでに世界中で広まっており、それこそがこの一連の出来事の最も重要な意味なのかもしれない。ビットコインの時代が到来したのだ。

趙長鵬（CZ）、Binance――家を売って仮想通貨を購入したことから、投獄を経て著書を出版するまで。CZの自己弁護と自己神話化。金色財経――信じるか信じないかはあなた次第だが、彼が多くのことを成し遂げたのは事実だ

「金色財経」は『金色Web3.0日報』を発行し、MEME、DeFi、DAO、NFT、メタバース業界の最新ニュースをいち早くお届けします。

3月31日、バイナンスは4月6日より「スポット市場におけるマイナーコインの流動性向上プログラム」の対象取引ペアを更新すると発表しました。これは、スポット市場における一部のマイナーコイン取引ペアの流動性と取引効率を向上させることを目的としています。

従来の金融システムから切り離された状況下でも、重要な貿易は依然として機能し続けることができるだろうか。

カントンは自由ではなく効率を選んだ。そして、組織もまたカントンを選んだ。

制裁の武器化は、国際システムに深く組み込まれている国に対しては有効だが、長期間にわたり制裁を受けている相手国を並行金融ネットワークへと追いやる結果となり、ひいてはその国にとっての力の増幅装置とさえなり得る。

FOCILメカニズムが存在する限り、規制当局がネットワーク上のすべてのノードを強制的に監視できない限り、取引の遮断によってイーサリアムの中立性を損なうことは困難である。

「MEV」という用語はもはや現状を正確に表現できていないため、著者はこれを「取引順序価値（TOV）」と改称することを提案している。