On April 10, Jin10 reported that Huatai Securities has calculated the global supply-demand gap for primary aluminum to be -949,000 tons in 2026 and -389,000 tons in 2027. According to Jin10, this significant gap is attributed to the rigid changes in production due to the characteristics of electrolytic cell equipment, which have led to a decline in output. Even if the ongoing war ends swiftly, supply is unlikely to recover in the short term. On the demand side, previous market expectations were pessimistic due to high crude oil prices. Huatai Securities suggests that as concerns over the war ease, the upward elasticity of aluminum prices may be further realized. Investors are advised to focus on companies with overseas electrolytic aluminum production capacity, as they are likely to benefit directly from the substantial increase in overseas aluminum prices.

South Korea has approved a plan to manage 78 billion won, equivalent to approximately $57.7 million, in public-sector virtual assets. According to NS3.AI, the new regulations mandate that any seized or confiscated cryptocurrency from personal wallets must be promptly transferred to an institutional cold wallet, which is not connected to the internet. Additionally, the rules stipulate that private keys and recovery phrases must be controlled by at least two individuals through a split-access arrangement.

A farmer in Western Australia was engaged in sports with colleagues when news of the Iran war emerged. Bloomberg posted on X that within minutes, the group was on their phones, urgently seeking to secure fuel supplies. The sudden geopolitical tension prompted immediate concerns over energy resources, highlighting the global impact of regional conflicts.

A significant wager has been placed on the Polymarket prediction platform regarding the NBA regular season game between the Chicago Bulls and the Washington Wizards. According to Odaily, an account with a history of over $4.3 million in losses has invested $150,000 on the Bulls to win against the Wizards with a 5.5-point spread, at an average opening price of 56 cents. Additionally, the same account has placed a $40,000 bet on the Bulls to win with a 6.5-point spread, at an average opening price of 50.9 cents. The NBA regular season game between the Bulls and the Wizards commenced today at 7 a.m. UTC+8. As the season nears its conclusion, the Bulls hold a record of 30 wins and 49 losses, placing them 12th in the Eastern Conference. Meanwhile, the Wizards have a record of 17 wins and 62 losses, ranking 15th in the Eastern Conference.

According to Jin10, sources indicate that Anthropic is exploring the possibility of developing its own chips. This move could potentially enhance the company's capabilities in artificial intelligence and reduce reliance on external suppliers. The decision to consider in-house chip production aligns with a broader trend among tech companies seeking greater control over their hardware components. Anthropic's initiative reflects the growing importance of customized hardware in advancing AI technologies.

Odaily Seerのモニタリングによると、Polymarketの「NBAレギュラーシーズン：ブルズ対ウィザーズ」の予測イベントにおいて、430万ドル以上の損失を出したあるアカウント（アドレス：0x492442eab586f242b53bda933fd5de859c8a3782）が、15万ドル相当の「ブルズが5.5ポイントハンデでウィザーズに勝利」というベットを購入し、建玉平均価格は56¢であった。さらに4万ドルでブルズがウィザーズに6.5点差で勝利するハンディキャップベットを購入し、平均購入価格は50.9¢でした。NBAレギュラーシーズンのブルズ対ウィザーズ戦は、北京時間本日7時に開始されます。現在、NBAレギュラーシーズンは終盤に差し掛かっており、ブルズの成績は30勝49敗で東部12位、ウィザーズの成績は17勝62敗で東部15位となっている。Odaily Seer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る。

The White House has issued a directive to its staff, advising them against engaging in futures or prediction markets related to a potential conflict with Iran. According to NS3.AI, this guidance was communicated last month as part of efforts to maintain ethical standards and avoid conflicts of interest. The move underscores the administration's cautious approach to sensitive geopolitical issues and its commitment to ensuring that staff activities do not undermine national security interests.

The world's largest gold ETF, SPDR Gold Trust, has decreased its holdings by 0.571 tons, bringing the current total to 1,052.419 tons. According to Jin10, this adjustment reflects ongoing market dynamics and investor sentiment towards gold. The reduction in holdings may indicate a shift in investment strategies or responses to recent economic developments. SPDR Gold Trust's holdings are closely watched as a barometer for global gold demand and investment trends.

The Senate Banking Committee has decided not to proceed with a confirmation hearing for Kevin Warsh, who was nominated for the position of Federal Reserve Chair. According to NS3.AI, this decision marks a significant shift in the nomination process, raising questions about the future leadership of the Federal Reserve. The reasons behind the cancellation have not been disclosed, leaving the financial community speculating on potential implications for monetary policy and economic stability. The Federal Reserve plays a crucial role in managing the country's monetary policy, and the appointment of its chair is closely watched by investors and policymakers alike. The committee's decision to halt the hearing could impact market sentiment and investor confidence in the short term.

趙長鵬（CZ）、Binance――家を売って仮想通貨を購入したことから、投獄を経て著書を出版するまで。CZの自己弁護と自己神話化。金色財経――信じるか信じないかはあなた次第だが、彼が多くのことを成し遂げたのは事実だ

「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。

3月31日、バイナンスは4月6日より「スポット市場におけるマイナーコインの流動性向上プログラム」の対象取引ペアを更新すると発表しました。これは、スポット市場における一部のマイナーコイン取引ペアの流動性と取引効率を向上させることを目的としています。

従来の金融システムから切り離された状況下でも、重要な貿易は依然として機能し続けることができるだろうか。

カントンは自由ではなく効率を選んだ。そして、組織もまたカントンを選んだ。

制裁の武器化は、国際システムに深く組み込まれている国に対しては有効だが、長期間にわたり制裁を受けている相手国を並行金融ネットワークへと追いやる結果となり、ひいてはその国にとっての力の増幅装置とさえなり得る。

FOCILメカニズムが存在する限り、規制当局がネットワーク上のすべてのノードを強制的に監視できない限り、取引の遮断によってイーサリアムの中立性を損なうことは困難である。

「MEV」という用語はもはや現状を正確に表現できていないため、著者はこれを「取引順序価値（TOV）」と改称することを提案している。

いつの日か、私たちはついに、深遠で、哀れみ深く、そして疑いようのない「中二病」的な口調で、こう告げられることになるかもしれない。「あなたはAIによって最適化されました」と。

何一、Binance、SEC、バイナンスの苦境　金色財経、『バイナンス人生』は、貴重な内部の視点を提供している。