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.

The recent surge in oil prices, coupled with currency depreciation and increased capital outflow risks, has raised concerns about a potential repeat of the 1997 Asian financial crisis. According to Jin10, these developments have also heightened inflation expectations across the region. However, economists suggest that the similarities to the past crisis may be superficial. They argue that the current economic conditions and financial systems in Asia are more robust and better equipped to handle such challenges compared to the situation in 1997. Despite the alarming indicators, experts believe that the region's improved economic fundamentals and regulatory frameworks could mitigate the risks of a similar financial upheaval.

U.S. Vice President Donald Trump has expressed support for Hungarian Prime Minister Viktor Orban by promoting a vision of peaceful nationalism during his visit to Hungary. Bloomberg posted on X, highlighting the vice president's message, which contrasts sharply with the ongoing conflict in Iran. The advocacy for nationalism comes at a time when global tensions are heightened, raising questions about the feasibility of such an approach in the current geopolitical climate. Critics argue that the situation in Iran undermines the viability of peaceful nationalism, as international conflicts continue to pose significant challenges. The vice president's remarks aim to strengthen diplomatic ties with Hungary, emphasizing shared values and mutual interests. However, the backdrop of the Iran war presents a complex scenario for implementing nationalist policies focused on peace.

On April 9, Hong Kong's Hang Seng Index experienced a pullback following a significant rise of nearly 800 points the previous day. According to Jin10, the index opened over 100 points lower in the morning and briefly fell more than 200 points to reach 25,653.63 points before recovering slightly. By midday, the Hang Seng Index closed down 0.35% at 25,803.12 points, while the Hang Seng Tech Index fell 1.26% to 4,861.39 points. The total market turnover for the Hang Seng Index reached HKD 126.652 billion. In terms of sector performance, optical communication and computing infrastructure stocks led gains, while the innovative drug concept saw a brief surge in early trading. However, most technology stocks underwent a correction, with real estate and gold stocks experiencing notable declines. Among individual stocks, Yangtze Optical Fibre and Cable Joint Stock Limited Company (06869.HK) rose 3.2%, WuXi AppTec Co., Ltd. (02359.HK) increased by 3.53%, Kingdee International Software Group Company Limited (00268.HK) fell 5.49%, Kuaishou Technology (01024.HK) dropped 3.55%, and Longfor Group Holdings Limited (00960.HK) decreased by 4.07%.

Onchain Lensのモニタリングによると、ブータン王室政府は319.7 BTC（約2267万米ドル相当）を2つのウォレットに送金した。そのうち1つは新規アドレスであり、取引所に関連しているものとみられる。もう1つのアドレスは、以前OKXやGalaxy Digitalを通じた資金移動や売却に利用されていた。

The European Commission is set to revise its economic growth forecast for this year downward, according to Valdis Dombrovskis, Executive Vice President of the European Commission. According to Jin10, Dombrovskis highlighted the need for adjustments in light of current economic conditions. The decision reflects ongoing challenges within the European economy, necessitating a reassessment of growth expectations. This move comes amid broader economic uncertainties affecting the region.

U.S. Treasury Secretary Besant has called on Congress to swiftly pass the CLARITY Act to establish a clear regulatory framework for digital assets. According to Foresight News, the global market value of digital assets has fluctuated between $2 trillion and $3 trillion over the past year, with approximately one-sixth of Americans holding some form of digital asset. The application of blockchain technology in payments, settlements, and physical asset exchanges continues to expand. Cryptocurrencies are no longer niche experiments but are widely adopted technologies globally. The United States must take proactive measures to continue leading in the establishment of rules in this field.

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。