USDCの発行元であるCircleが堅調な第1四半期決算を発表し、さらに2億2200万ドル規模のARCトークン調達計画を明らかにしたことで、急速に拡大するステーブルコイン経済に対する投資家の信頼が高まり、同社の株価は月曜日に16％近く急騰して131.76ドルとなり、3月以来の高値を記録した。

Pension-usdt.eth has accumulated short positions in Bitcoin (BTC) and Ethereum (ETH) totaling approximately $125 million, as reported by Arkham monitoring. According to NS3.AI, these positions are currently experiencing floating losses of around $15.73 million. The breakdown of the short positions includes about $90 million in BTC and roughly $45 million in ETH.

ZEC's price has fallen to around $550, prompting significant activity from a major short position holder. According to BlockBeats On-chain Detection, the holder has been reducing their ZEC short positions since the afternoon, closing over $5 million worth of positions. Initially, the short position was valued at $12.6 million, but after reductions, it now stands at approximately $8.02 million, with a current unrealized loss of about $1.17 million. The short position was opened on March 10 at an average price of around $210, near a recent low point. At one stage, the position experienced an unrealized loss of up to $2.4 million. After enduring several months of market fluctuations, the holder waited for a temporary ZEC price correction to adjust their position. The margin released from reducing the ZEC position was quickly redirected to short Bitcoin (BTC) and Ethereum (ETH). The BTC short position was opened with 20x leverage, involving 160 BTC and briefly reaching $13 million at an average price of $80,441. The ETH short position was opened with 15x leverage, involving 1,866 ETH, totaling $4.27 million at an average price of $2,286. As of the time of reporting, both short positions are still being increased. Address: 0xd47587702a91731Dc1089B5DB0932cF820151A91

BUILDon (B) surged approximately 55% on Monday, breaking through the 0.786 Fibonacci level at $0.60, according to BeInCrypto. This rally has reignited speculation of a move toward the $0.74 open high. The Daily Relative Strength Index (RSI) has returned to bullish territory, and the 4-hour chart shows an ascending channel, suggesting potential for further gains. However, a pullback could see support at the 0.618 Fibonacci level at $0.48. Analyst Hami noted a breakout from accumulation with rising volume, indicating readiness for another upward leg. The next 24 to 48 hours are crucial for determining if BUILDon can sustain its momentum.

David Schwartz, former CTO of Ripple, disclosed that XRP has generated more personal wealth for him than any other cryptocurrency, despite his gradual reduction in digital asset exposure. According to BeInCrypto, Schwartz, who helped design the XRP Ledger, revealed on X that he once held 26 million XRP, alongside 1,000 Bitcoin (BTC) and 40,000 Ethereum (ETH) tokens. His early XRP allocation yielded larger lifetime returns than his Bitcoin or Ethereum investments. Schwartz admitted to selling Ethereum at $1.05 and reducing his Bitcoin holdings prematurely, reflecting his risk-averse investment approach.

The ETH/BTC ratio declined to 0.02835 on Tuesday, marking its lowest point in 10 months. According to NS3.AI, this drop occurred as ether experienced a decrease of over 2%, while bitcoin saw a decline of just over 1%. The ratio has now fallen more than 35% from its August high of 0.04324.

Michael Burry has issued a warning that the current rally in the U.S. stock market is primarily driven by artificial intelligence rather than traditional factors such as employment, consumer sentiment, or inflation. According to NS3.AI, Burry compared the current market conditions to the final months of the 1999–2000 bubble. He suggested that the Nasdaq 100 might experience a full reversal, indicating potential losses in the near future.

TradingView data indicates that NYSE-listed BETZ has a 365-day correlation coefficient of 0.91 with Bitcoin at press time. According to NS3.AI, BETZ has historically peaked and bottomed ahead of several Bitcoin turning points since 2021. However, this correlation does not necessarily imply causation and may not continue in the future.

人工知能、2000年代生まれの中退者：3週間のコーディング、3人のチームで米国トップ10のコンシューマー向けAIアプリを開発　金色財経、3人の若者が世界最大の女性向けAIロマンス・ファンタジーサイトを運営。

The silver market is currently experiencing significant volatility, with the immediate catalyst being an energy crisis in Peru, the world's third-largest silver producer. According to Jin10, while such unexpected events can trigger market movements, the underlying cause remains the supply-demand gap, which is a more persistent factor influencing the market.

予測市場は富を移転させる機械であり、ボットはその操作者である。

カリフォルニア州サンタクララ郡は、Metaを提訴し、同社がFacebookやInstagram上の詐欺広告から年間最大70億ドルの収益を得ていたと非難している。同郡は、Metaが詐欺広告を適切に阻止せず、収益を優先させた可能性があると主張しているが、Metaはこれらの主張を否定している。

サム・アルトマンが再びAI業界に衝撃を与えた。今回彼が発表したのは、「ゴブリン」のように、一切の監督や管理を必要とせず、自律的に動作する完全自律型コーディングエージェントだ。

5月11日の夜、Circleはごく平凡な決算報告書を通じて、市場を沸かせるような未来像を描き出した。

一流大学もなく、改革の先駆者としての名声もなく、金融センターとしての地位もないある工業都市が、30年の歳月をかけて、製造業をAI時代において最も希少な資産へと変貌させた。

2026年2月10日、Googleの親会社であるAlphabetは、ロンドンで満期が100年後の債券を発行した。

韓国のキム・ヨンボム大統領室政策首席は、AIや半導体ブームによる税収増を原資として、全市民に「国民配当」を支給することを提案した。サムスンやSKハイニックスが、利益のより大きな分配を求める従業員からの圧力に直面する中、この案は議論を呼んでおり、市場も激しい値動きを見せている。

SocialFi、SocialFiはなぜなかなか普及しないのか？ 金色財経、マクルーハンのメディア理論は何を予見していたのか。