Chainalysis has projected that the adjusted stablecoin volume could reach $719 trillion by 2035 through organic growth. According to NS3.AI, this figure could approach $1.5 quadrillion if two catalysts come into play. Chainalysis noted that this ceiling-case scenario would surpass the current estimated $1 quadrillion in global cross-border payments.

On April 9, Tom Lee shared insights during an interview with CNBC regarding recent geopolitical tensions and their impact on the stock market. According to BlockBeats, Lee noted that despite the escalation of conflict between the U.S. and Iran and rising oil prices last week, the stock market did not experience a downturn. He described this as a positive 'decoupling' sign, indicating that negative risks have been priced in advance, showcasing the market's resilience. Historically, stock markets tend to bottom out early in wartime rather than waiting for conflicts to end. Lee also mentioned that 70% of the S&P 500 components have undergone a 'rolling bear market,' with most stocks or sectors experiencing significant adjustments. He believes that selling pressure has largely dissipated, and positions have been reset, suggesting that the worst may be over for the overall market, leaving more room for upward movement. Furthermore, Lee reiterated his optimism for cryptocurrencies like Ethereum, as well as the Mag 7, technology, industrial, and small-cap stocks.

The Bhutanese government has moved 319.7 BTC to two different wallets, as reported by Onchain Lens. According to NS3.AI, one of these wallets is suspected to be associated with a cryptocurrency exchange.

Polymarket has concluded the market for the Thunder vs. Clippers game after the Thunder emerged victorious. According to NS3.AI, the SolMoe account profited approximately $80,000 from this outcome. Prior to the game, the account had invested around $270,000 in Thunder-winning positions at a price of about 76.2¢.

Wheat futures have experienced an upward trend due to increasing concerns over the stability of the ceasefire agreement between the United States and Iran in the Middle East. Bloomberg posted on X, highlighting the market's reaction to geopolitical tensions that could impact agricultural trade routes and supply chains. Traders are closely monitoring developments as any escalation could further influence commodity prices. The fragile nature of the ceasefire has led to uncertainty in the market, prompting investors to reassess their positions in wheat futures. Analysts suggest that continued instability in the region may lead to further price fluctuations, affecting global agricultural markets.

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、サンダー対クリッパーズの試合の勝敗」に関する予測イベントの結果が確定し、サンダーがこの試合で勝利した。サンダーの勝利ポジションを購入したアカウント「SolMoe」（0x959afc4649fb9ed03c0205070fa114eec4f97b64）は、この1試合で約8万ドルの利益を得た。Odaily Seer 先知チャンネルの以前の報道によると、同アカウントは約76.2¢の価格で約27万ドル相当のサンダー勝利ポジションを購入していました。本試合でサンダーが勝利し、現在ウェスタン・カンファレンス1位、クリッパーズは同8位となっています。Odaily Seer 先知チャンネルは予測市場を継続的に注視し、価格決定の前に変化を捉えています。

Anthropicはこう言っている。「ハーネス・エンジニアリングは終わりを告げ、マネージド・エージェントの時代が到来する」

Asia's bond market is experiencing renewed momentum as borrowers seize opportunities amid improved risk sentiment following the US-Iran ceasefire. Bloomberg posted on X, highlighting the surge in activity as investors respond to the geopolitical developments. The ceasefire has alleviated some of the uncertainties that previously weighed on the market, encouraging borrowers to take advantage of favorable conditions. This shift in sentiment is reflected in increased issuance and investor interest across the region. Analysts suggest that the current environment may continue to support bond market growth, provided geopolitical tensions remain subdued. The developments underscore the interconnectedness of global events and regional financial markets, with Asia's bond market poised to benefit from the easing of international tensions.

Macquarie stated in a stock research report on April 9 that fuel prices in Southeast Asia have significantly increased and are unlikely to return to pre-Iran conflict levels in the short term. According to Jin10, the firm remains optimistic about energy-related industries, including alternatives like crude palm oil, while advising against non-essential consumer goods, hotels, and leisure sectors. Macquarie noted that after a substantial rise in oil prices, it typically takes about six months for consumer inflation to show a significant increase. The report also mentioned that energy subsidies in Malaysia and Indonesia might temporarily mitigate the negative impact on consumers.

Poland is anticipated to keep its interest rates steady following a significant drop in energy costs. Bloomberg posted on X that the decrease in energy prices comes as a result of a two-week ceasefire in the US-led conflict in Iran. This development has alleviated fears of a resurgence in inflation, influencing Poland's monetary policy decision. The ceasefire has contributed to stabilizing the energy market, providing relief to consumers and policymakers alike. As Poland assesses the economic landscape, the focus remains on maintaining stability and preventing inflationary pressures.

Visa has announced the launch of a new platform aimed at advancing AI-driven commerce, marking a significant step in the agentic AI payments landscape. According to Cointelegraph, the platform, named Intelligent Commerce Connect, was unveiled on Wednesday and is designed to facilitate businesses' participation in AI-driven transactions. The platform is described as a network, protocol, and 'token vault-agnostic on-ramp' for AI agent builders and merchants, enabling AI agents to browse, select, and pay for goods on behalf of consumers. The system offers a universal platform for agentic AI payments, allowing secure payment initiation, tokenization, spend controls, and authentication through a single integration via the Visa Acceptance Platform. This development positions Visa alongside crypto networks like Ethereum, Tron, and Solana, as well as fintech firms, which are also exploring ways for AI agents to conduct online payments for consumers. Intelligent Commerce Connect supports both Visa and non-Visa card payments and is compatible with major AI agent protocols. It also facilitates the discovery of merchant catalogs within AI platforms, ensuring tokenization, spend controls, authentication, and PCI compliance through one integration on the Visa Acceptance Platform. Currently, the system is in its pilot phase with select partners, with a broader rollout anticipated in 2026. This initiative is not Visa's first venture into agentic AI payments. In March, the company introduced an experimental product called 'Visa CLI,' which allowed AI agents to make same-day payments. In a related development, AI fintech firm Nevermined has integrated with Visa’s Intelligent Commerce using Coinbase’s x402 protocol. This integration enables AI agents to autonomously purchase digital goods and services. Users can enroll their Visa card and set spending rules, allowing AI agents to transact independently within those parameters, while merchants receive payments through their existing processors. Erik Reppel, the creator of the x402 protocol, highlighted that it provides an open standard for agents to request payments programmatically, demonstrating how secure card infrastructure can facilitate real commercial transactions between AI agents and merchants. The x402 protocol has processed $24 million in transactional volume over the past 30 days, showcasing its growing adoption and potential in the AI payments sector.

ブロック容量の拡大と取引コストの低減に伴い、パブリックチェーンネットワークにおける競争の焦点は、コストから専門的な分業へと移行しつつある。主要なL1パブリックチェーンは、独自のアーキテクチャの強みを活かし、多様なユースケースのニーズに応えている。

イランは2026年3月中旬から、ホルムズ海峡の通行料の支払い手段として暗号資産の導入を開始した。これは、主要な海上交通の要衝において、国家が暗号資産インフラを主権的な歳入メカニズムとして活用した初めての事例となる。

イランはホルムズ海峡の支配権を確立すべく迅速に動いており、米国との一時停戦合意からわずか数日後に、石油タンカー向けのビットコインを利用した通行料徴収システムを発表した。これは地政学と暗号資産の仕組みを融合させた大胆な動きである。

3月の暗号資産カード取引額は6億700万ドルに達し、前年同月比で3倍以上となった。最も利用されているステーブルコインは依然としてUSDTである。

1年もの時間を費やして、文体分析によって生きている人物を特定し、一方で、すでに亡くなっており、その事実を否定することのできない人物を無視した。これは調査ではなく、単に取材可能な容疑者を選んだに過ぎない。

現在の市場では、Circleは金利に敏感なマネーマーケットファンドと見なされている――本質的にはフェデラルファンド金利の上昇に賭けていることになるが、この位置づけは同社の事業価値を過小評価している。

「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3021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。

今日、DeFiが直面する最大の脅威は、相場や流動性だけにとどまらない。セキュリティの面でも、単にコードの脆弱性を防ぐだけでは不十分だ。なぜなら、スパイはすぐそばに潜んでいるかもしれないからだ。

「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。