SpaceX、まだ上場していないSpaceXに価格がついた。金財網によると、5月中旬、2つの出来事がオンチェーン金融と私募市場を結びつけた。

日本はアジアでも最も抜本的な暗号資産政策の見直しを進めており、規制当局は暗号資産への課税軽減、新たなステーブルコイン規制、そして国内での機関投資家向けビットコインおよびイーサリアムETFの承認を可能にする法的枠組みの整備に向け動き出している。

Bitcoin whales have been actively accumulating and distributing BTC over the past 20 days, according to CryptoQuant contributor Woominkyu. During this period, BTC was traded near $78,000, prompting whales to accumulate. As the price rebounded toward $82,000, these whales began distributing their holdings. On May 18, a significant movement of 8,063 BTC to exchanges was observed, resulting in an increase in total exchange holdings from 2.677 million to 2.696 million BTC, according to NS3.AI.

The UK's May CBI Industrial Price Expectations index increased to 38, up from the previous value of 32. According to Jin10, this data reflects the anticipated changes in industrial pricing within the UK market.

Cardano is aiming for a mainnet governance action on May 29 for its V11 hard fork, although concerns about Ogmios readiness could affect the timeline. According to NS3.AI, the V11 upgrade is set to introduce enhancements to Plutus and cryptographic features. Despite these developments, Cardano's presence in the DeFi sector remains relatively small, with a total value locked (TVL) of approximately $129 million and a 24-hour decentralized exchange (DEX) volume of $615,138.

今年のGoogle I/Oの基調講演は、情報量が非常に多く、外部からは要点を把握しきれないほどだった。

OpenAIは、同社のAI推論モデルが、1946年にポール・エルデシュによって初めて提起された長年の幾何学上の問題を、独自の証明を導き出すことで解決したと発表した。この成果は数学者らによる査読を経ており、同システムが現在、複雑な研究課題を独自に解決できるようになったことを示唆している。

Helio Protocol's XAUT gold stablecoin ecosystem has announced a strategic partnership with Dephy and APRO to advance the application of AI intelligent quantitative systems in the fields of gold stablecoins, real-world asset tokenization (RWA), and decentralized finance (DeFi). According to ChainCatcher, the collaboration will leverage the Dephy Apro System AI quantitative architecture alongside XAUT's on-chain asset liquidation and cross-market liquidity management capabilities. This initiative aims to develop a financial model integrating AI with gold stablecoins and on-chain quantification, featuring AI-driven market prediction, automated on-chain quantitative trading, dynamic risk control, and intelligent multi-market liquidity adjustment. Official statistics reveal that in the first quarter of 2026, the XAUT AI Quant System achieved an average daily quantitative return rate of 10.17%. Looking ahead, the XAUT ecosystem plans to further develop infrastructure such as the AI-Agent automated trading system, a cross-border payment network for gold stablecoins, and an intelligent RWA clearing system.

The European Commission has announced that the ongoing conflict in Iran is expected to hinder economic growth in the Eurozone this year and drive inflation higher. According to Jin10, the Commission has revised its GDP forecast downward, warning that the conflict will exert additional pressure on already strained national budgets. The European Commission projects that economic growth will be limited to 0.9% this year, with inflation rising to 3%. The conflict involving the U.S., Israel, and Iran has led to surging oil and gas prices and disrupted global supply chains for other commodities, increasing costs for European industries and households. This situation has compelled governments to allocate funds to protect their economies, exacerbating the group's longstanding challenges in revitalizing sluggish economic growth and enhancing overall competitiveness. Valdis Dombrovskis, the European Commission's Trade Commissioner, stated, "The Middle East conflict has triggered a significant energy shock, further testing Europe's ability to navigate an already turbulent geopolitical and trade environment." He cautioned that, given the lack of a clear resolution to the Middle East conflict and the blockage of the Strait of Hormuz in the short term, Brussels has simulated more adverse scenarios regarding energy prices. These worst-case scenarios could potentially halve the European Commission's latest economic growth forecast and elevate inflation levels.

The European Commission has indicated that the trend of declining long-term unemployment is expected to come to an end. According to Jin10, in a more severe scenario, inflation will not ease, and the economy will be unable to recover by 2027.

米証券取引委員会（SEC）は、新規商品に関連するリスクや法的課題について規制当局が検討を進める中、予測市場関連のETF申請を数件保留にした。同委員会はイベント連動型投資ファンドの承認可否を決定する前に一般からの意見を募っているため、この措置はBitwiseをはじめとする各社の申請に影響を及ぼしている。

スペースXは、約14億5000万ドル相当のビットコイン1万8712枚を保有していることを明らかにした。イーロン・マスク氏が率いるこの航空宇宙大手が大型上場に向けて準備を進める中、その暗号資産の保有額は、アナリストやブロックチェーン追跡企業がこれまで推定していた額を大幅に上回るものだった。

Anthropicは、AI業界全体において最も注目すべき企業の一つと言えるだろう。

人工知能、計算能力、計算能力不足の時代が到来しつつある。金色財経、計算能力を巡る戦いが本格的に始まった。

ビットコインの時価総額シェアがついに取引対象となり、これはより広範な取引形態の第一歩となる。

Fireblocksは、自律型AIエージェントがステーブルコインを用いた送金、受取、および管理を行えるよう設計された新プラットフォーム「Agentic Payments Suite」のリリースにより、AIを活用した金融分野への取り組みをさらに強化しています。