A potential transition from token-based to equity-based structures is being observed in the cryptocurrency sector, according to investors and analysts. According to NS3.AI, this shift is highlighted by Across Protocol's recent proposal to move from a token and decentralized autonomous organization (DAO) model to an equity and corporate structure. The change is driven by factors such as weak token performance compared to protocol revenue, enhanced regulatory clarity, and the evolving needs of enterprise businesses. This reassessment of token structures reflects a broader trend within the industry as teams seek to adapt to the changing landscape.

A new malware named GhostClaw is targeting macOS devices' crypto wallets. According to PANews, the malware masqueraded as a legitimate OpenClaw CLI tool and was available on the npm registry for a week before being removed on March 10 after infecting 178 developers. When developers executed the 'npm install' command, a hidden script globally installed the GhostClaw package, using obfuscated configuration files to evade detection. GhostClaw scans the clipboard every three seconds to capture private keys, mnemonic phrases, public keys, and other crypto wallet and transaction-related data. In its second stage, GhostLoader downloads additional payloads, scanning Chromium browsers, macOS keychains, and system storage for crypto wallet data. It clones browser sessions to access logged-in wallets and steals API tokens connected to AI platforms like OpenAI and Anthropic. The stolen data is sent to attackers via Telegram, GoFile, and command servers.

Fluid announced on the X platform that the team has secured a short-term loan sufficient to cover 100% of the current bad debt within the protocol. According to Odaily, the funds have been pledged by Lomashuk, cyberfund, weremeow, and the core Fluid team to ensure the safety of user funds. ResolvLabs has confirmed it will cover all USR positions generated before the security incident and will open necessary redemptions to close related debt positions. Additionally, several investors have expressed interest in purchasing FLUID from the treasury if additional funds are needed to further strengthen the protocol's backup security. Fluid's smart contracts are operating normally, and all other markets are functioning as expected. Protocol safeguards remain effective, although users may experience temporary interest rate fluctuations during the closing of positions.

According to Foresight News, on-chain analyst Yu Jin has reported that the controlling party of SIREN tokens has consolidated holdings from hundreds of wallets into 48 wallets. This involves approximately 484.6 million tokens, representing 66.5% of the total supply. On-chain data reveals that these tokens were initially acquired by the end of June 2025 through numerous wallets at an average price of $0.045, totaling around $21.8 million in expenditure. Over the past month and a half, the price of SIREN has surged from $0.08 to $2.1, marking a 26-fold increase, resulting in a floating profit of approximately 47 times for these holdings.

Sinopec has announced a flexible budget target for the current year, indicating a possible reduction in capital expenditure by up to 20%. Bloomberg posted on X, the decision follows a sharper-than-anticipated drop in profit for the previous year. The company is adjusting its financial strategy in response to the challenging economic environment and aims to optimize its operations and investments. Sinopec's move reflects broader industry trends as companies navigate fluctuating market conditions and seek to maintain financial stability.

Prediction markets like Polymarket are gaining mainstream attention during the U.S. election cycle and geopolitical events. According to Odaily, these platforms are increasingly cited as real-time indicators. However, the premise fails when contracts create economic incentives for participants to alter the outcomes they measure. The core issue lies in product design rather than volatility. When a single actor can achieve an outcome through a single action, the contract shifts from a predictive tool to an execution script. An example cited is a bet on a Super Bowl field invasion, where traders who bet 'yes' might personally carry out the act, a scenario that has occurred. Political and event markets are particularly vulnerable as they often rely on discrete nodes that can be influenced at low cost and have thin liquidity. If participants begin to suspect that outcomes are being artificially manufactured, the platform's credibility is at risk. The article suggests that sports markets, due to their high visibility, multi-layered governance, and multi-party participation structure, are less susceptible to manipulation at the individual level and should serve as a structural reference. Prediction market platforms should establish clear standards for listing, excluding contracts that can be easily manipulated by a single participant at low cost or constitute a harm bounty. Otherwise, external regulation may intervene.

Sky co-founder Rune Christensen has opened a new 20x leveraged long position on gold as the precious metal experiences a decline. According to PANews, this move comes as Christensen simultaneously closes his short position on the S&P 500. Additionally, he continues to use TWAP orders to manage the buying and selling of this position.

Blockchain sleuth ZachXBT posted on X about a suspicious account impersonating a Sheikh to engage users and promote cryptocurrency pump and dump schemes. The account, which has been flagged for misleading activities, appears to be part of a broader trend of using fake personas to manipulate social media engagement in the crypto space. ZachXBT's investigation highlights the ongoing challenges in identifying and combating fraudulent activities within the cryptocurrency community.

UBS CEO Sergio Ermotti stated that the firm's clients are not significantly altering their asset allocation due to the ongoing conflict in the Middle East. Bloomberg posted on X, highlighting Ermotti's remarks about the situation. He emphasized that while immediate changes are not evident, understanding the complete ramifications of the war will require time. Ermotti's comments reflect a cautious approach as investors assess the geopolitical tensions and their potential impact on global markets.

Onchain Lens posted on X that Rune, known by the handle @RuneKek, has initiated a new long position in gold with 20x leverage as the commodity's price declines. Concurrently, Rune is closing his short position in the S&P 500 index. He continues to utilize TWAP (Time-Weighted Average Price) orders to manage his buying and selling strategies for these positions.

ステーブルコインとブロックチェーンインフラは、次世代の決済システムを構築する中核となりつつあり、AIエージェント経済は最も広範な影響を及ぼす分野となるかもしれない。

ビットコインは世界で最もグローバルな流動性に敏感な資産であるため、各国が継続的な軍事紛争を支えるために猛烈なペースで通貨を発行し続けるならば、この暗号資産のパフォーマンスには期待が持てるはずだ。

「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3004号を発行し、最新かつ最速のデジタル通貨・ブロックチェーン業界ニュースをお届けします。

3月17日、マスターカードはBVNKを18億ドルで買収すると発表した。この金額には、3億ドルの業績連動型インセンティブが含まれている。

つい先ほど、南半球にある、サーフィンとカンガルーで知られる国――オーストラリアが、突然「爆弾発言」を放った。

長年にわたり、規制当局も業界関係者も、トークンを証券と同等視するという固定観念を抱いてきた。

「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。

AI関連の話題は引き続き盛り上がりを見せているが、関連銘柄の最近の動きは、夏真っ盛りのようなものから、まるで真冬のようなものまで様々だ。

イラン戦争が勃発してから約3週間、市場は「エネルギー供給の途絶は一時的なものに過ぎず、ホルムズ海峡は再開され、FRBの利下げサイクルは予定通り再開される」という心強い見通しを抱き続けてきた。しかし、この1週間で、その見通しは完全に崩れ去った。

仮想通貨、Ed Chin氏とTejas Nalval氏との対談：今回の仮想通貨の運命は全く異なる 金色財経、10月10日の暴落の背景にある売り手を徹底分析。