Public crypto miners have sold over 32,000 BTC in the first quarter of 2026, surpassing their total sales for the entire year of 2025. According to NS3.AI, data from Hashrate Index indicates that the hashprice stands at approximately $33 per PH/s per day, which is below the $35 breakeven point for many miners. Additionally, CryptoQuant data reveals that the amount of BTC held by miners has decreased from over 1.86 million at the end of 2023 to about 1.8 million at the time of publication.

Publicly traded Bitcoin mining companies have sold more Bitcoin (BTC) in the first quarter of 2026 than in all four quarters of 2025, reflecting tightening business conditions within the mining industry. According to Cointelegraph, these companies, including MARA, CleanSpark, Riot, Cango, Core Scientific, and Bitdeer, collectively sold over 32,000 BTC in Q1 2026, as reported by TheEnergyMag. This figure surpasses the 20,000 BTC sold in Q2 2022 during the crypto bear market triggered by the Terra-Luna ecosystem collapse, setting a new record for BTC miner sales in a single quarter, according to TheMinerMag. The increased sales occur as hashprice, a critical metric for miner profitability that represents computing cost, remains at record low levels under $35 per petahash/second per day (PH/s), based on data from Hashrate Index. This $35 PH/s level is the breakeven point for many Bitcoin miners, especially those operating older mining machines. The current hashprice of approximately $33 PH/s per day places about 20% of the mining industry in unprofitable territory. Hashprice for BTC miners has been declining since July 2025 and now sits at about $33 PH/s per day, according to Hashrate Index. The mining industry faces increased competition due to a rising hashrate, reduced block rewards, and macroeconomic challenges. The Bitcoin Miner Reserve, which tracks all BTC held by miners, has been gradually decreasing since 2023, as noted by CryptoQuant. Bitcoin miners collectively held over 1.86 million BTC at the end of 2023 but currently hold about 1.8 million BTC. Miners periodically sell portions of their BTC to cover operating expenses, but lower crypto prices and rising energy costs have forced some to offload coins they would have held in their corporate treasuries. Asset manager CoinShares anticipates further capitulation among higher-cost operators in the first half of 2026 unless BTC's price recovers significantly. In contrast to the miners' selling, Bitcoin treasury companies like Strategy continue to acquire BTC. Michael Saylor, co-founder of the largest Bitcoin treasury company, indicated earlier this week that Strategy is purchasing more BTC as the price retreats from a local high of over $73,000 reached this week. "Think bigger," Saylor remarked on Sunday, sharing Strategy's BTC purchase history chart, which has become synonymous with imminent BTC acquisitions.

OpenAI has introduced a new model named GPT-Rosalind, designed to support research in the life sciences sector. According to Jin10, the model will initially be available as a research preview to select enterprise clients.

The Trump administration has denied a request from CenterPoint Energy to shut down a 60-year-old coal plant in Indiana. Bloomberg posted on X, highlighting that the utility company had deemed the plant costly and unreliable. Despite these concerns, the administration's decision mandates the continued operation of the facility.

Lido DAO has sanctioned a $20 million buyback initiative, resulting in a 30% increase in LDO's value over the past month, even as other major DeFi tokens experienced declines. According to NS3.AI, the approved plan allows the DAO to utilize up to 10,000 stETH, approximately valued at $23 million, for the repurchase of LDO tokens. CoinGecko data indicates that LDO was trading at $0.42, marking a 12% rise in the last 24 hours.

On April 17, ECB Governing Council member Nagel stated that releasing clear signals about future interest rate paths before this month's rate decision would be a mistake. According to Jin10, he mentioned that policymakers currently lack sufficient information to determine whether the surge in energy costs will keep inflation high in the long term, which will dictate whether a policy response is necessary. "We need to maintain flexibility, and it is inappropriate to assert that rates will move in a certain direction now. I am not ready to make a commitment in advance," Nagel said. Insiders revealed that the ECB is inclined to keep rates unchanged at this meeting, but in the rapidly changing environment, a rate hike is not ruled out. Nagel noted that Germany's economy performed reasonably well at the beginning of the year, but momentum weakened due to the impact of the Iran war, with economic growth expected to be 0.3 percentage points lower than previously forecast this year. He also warned that investor sentiment is overly optimistic. "The current market is relatively optimistic because of the widespread assumption that lasting peace will be achieved in the Middle East and energy prices will fall," he said. "The central bank's duty is to ensure that if this scenario does not materialize, it will not have spillover effects on financial stability."

More than a dozen major U.S. law firms have issued warnings to their clients regarding the use of AI chatbots in legal discussions. According to NS3.AI, these firms caution that engaging in legal conversations with AI tools may compromise attorney-client privilege. This advisory comes in the wake of a February ruling by Judge Jed Rakoff in New York, which allowed prosecutors to use a fraud defendant's Claude chatbot interactions and 31 AI-generated defense documents as evidence in court.

Gibbs Mura has initiated a class action lawsuit on April 14, representing investors of Drift Protocol who suffered financial losses due to a $280 million hack on April 1. According to NS3.AI, the lawsuit claims that Circle allowed attackers to transfer $230 million in stolen funds via USDC and CCTP over an eight-hour period without freezing the assets. The incident reportedly reduced Drift Protocol's total value locked from $550 million to below $250 million and resulted in losses for at least 20 other DeFi protocols.

Sky has introduced USDS and sUSDS on the Avalanche network via Skylink, implementing a daily transfer limit of 5 million in either direction. According to NS3.AI, the Avalanche bridge became operational on April 13, with plans to increase the transfer caps on April 27. Additionally, native conversions between USDS and sUSDS on Avalanche are anticipated later in the second quarter of 2026.

Peru's Central Bank Governor has stated that it is too early to consider raising interest rates during the ongoing war. According to Jin10, the governor emphasized the need for caution in monetary policy decisions given the current geopolitical tensions. The statement reflects the central bank's approach to maintaining economic stability while monitoring the impact of the conflict on the global economy. The governor's remarks highlight the challenges faced by central banks in balancing inflation control with economic growth during uncertain times.

「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。

投資、ベンチャーキャピタル、ベンチャーキャピタル：ドリオットからパワーローまで　ゴールデン・ファイナンス、ベンチャーキャピタルの歴史は、本質的にリスクの制度化の歴史である。

量子コンピューティング、BTC――この記事で量子コンピューターがビットコインに及ぼす真の脅威を徹底解説（その2） 金色財経、脅威は確かに存在しており、しかも以前予想されていたよりも現実味を帯びている。

これは本質的に大規模な社会実験である。すなわち、教育水準やリスク許容度に大きな差がある集団に対し、より複雑なツールとより自由な環境を提供するものである。

Xは、次のWeChatになるか、あるいは誰もが注目しながらも、誰も実際に資金を投入しない場所になるかのどちらかだ。

ケビン・ウォッシュ氏は、次期FRB議長候補の最有力候補の一人だ。最近、上院の公聴会に備えて、彼は69ページに及ぶ資産開示書類を提出した。

NVIDIAのCEO、ジェンセン・フアン氏は厳しい警告を発した。中国は、米国のセキュリティシステムに侵入し得るAIシステムを開発するために必要なインフラ、人材、そして計算能力を保有しているという。

カルシは、未成年者が年齢確認ルールを回避して同社の予測市場プラットフォームを利用することを防ぐため、保護者向けポータル、自撮り確認機能、および家族向け監視ツールを導入する。この動きは、同社が米国で規制当局からの圧力の高まりや法的紛争に直面している一方で、予測市場における競争も激化している状況を受けてのものだ。

Polymarket上の暗号資産予測市場を分析し、現在の資金動向を最も如実に反映している10の銘柄を選定した。

ワールド・リバティ・ファイナンシャルによる物議を醸すガバナンス案が投資家の激しい反発を招き、トランプ氏と関連するトークンが過去最安値近くまで急落する中、初期支援者に対し4年間の権利確定期間を課す事態となった。これにより、支配権、透明性、そして政治的な暗号資産の真のコストをめぐる新たな懸念が高まっている。