人工知能、AIエージェント、AIエージェントのブロックチェーン上での実用化にはなぜこれほど多くの障壁があるのか？ 金色財経：ブロックチェーンは機械のために構築されたが、エージェントのために設計されたわけではない。

活用シーンや今後の展開について、余偉文氏は、発行者が実体経済に関連する活用分野――クロスボーダー決済、国内決済、トークン化資産の取引、革新的なアプリケーションなど――を模索し、拡大していくことを奨励すると述べた。

米国の3月の季節調整済み消費者物価指数（CPI）前年比は3.3％となり、予想の3.3％と一致し、前月の2.40％から上昇した。（金十）

Key TakeawaysGreeks.live reports $2.27B in BTC and ETH options expiry on April 10.27,000 BTC options (~$1.94B) expired; max pain at $69,000.151,000 ETH options (~$330M) expired; max pain at $2,050.Bitcoin breaks above $72,000, while implied volatility declines.Large-Scale Options Expiry Hits Crypto MarketAccording to data shared by Greeks.live researcher Adam, a total of $2.27 billion in crypto options expired on April 10, including both Bitcoin and Ethereum contracts.Breakdown:Bitcoin (BTC):27,000 optionsNotional value: ~$1.94 billionPut/Call ratio: 0.71Max pain level: $69,000Ethereum (ETH):151,000 optionsNotional value: ~$330 millionPut/Call ratio: 0.77Max pain level: $2,050Bitcoin Breaks Range as Price Moves Above $72KThe expiry comes as Bitcoin pushes above $72,000, breaking out of a prolonged consolidation range.The move has been partly supported by easing geopolitical tensions, particularly around the US-Iran situation, which improved broader market sentiment.Volatility Declines Despite Price BreakoutDespite the price breakout, derivatives data shows declining volatility:Bitcoin implied volatility (IV): ~40% across most tenorsEthereum implied volatility: ~60%Options skew rising, indicating continued demand for downside protectionThis suggests that while prices have moved higher, market participants remain cautious.Options Market Structure Remains BTC-DominatedBitcoin continues to dominate the options market:BTC accounts for over 80% of options market shareOpen interest is concentrated in end-April and end-June expiriesTrading activity is heavily focused on near-term contractsBearish Signals Persist in Capital FlowsDespite the breakout, broader indicators remain mixed:Capital flow data shows bearish tendenciesMarket positioning reflects cautious sentimentExternal macro factors continue to drive crypto trendsBreakout Meets Cautious PositioningThe large options expiry and declining volatility point to a market at a transition point:Price action: Bullish breakout above rangeDerivatives: Low volatility, cautious positioningMacro backdrop: Still uncertainThe next phase will likely depend on whether spot demand and institutional flows can sustain momentum following the expiry event.

Jamie Dimon has expressed concerns over the increasing risks associated with U.S. debt. According to NS3.AI, Dimon referenced a Congressional Budget Office forecast predicting that the debt-to-GDP ratio will escalate from the current 100% to 120% by 2036. He highlighted that global deficits are currently at 5%, despite the relatively healthy state of the global economy. Dimon also cautioned that a future downturn in the credit cycle could lead to higher-than-anticipated losses in leveraged lending.

Key TakeawaysJapan reclassifies crypto as financial instruments under updated law.Insider trading involving crypto is now explicitly banned.Issuers must meet new disclosure and transparency requirements.Move signals deeper integration of crypto into traditional finance (TradFi).Japan Shifts Crypto Into Financial Instrument CategoryJapan has approved amendments to its Financial Instruments and Exchange Act, officially classifying cryptocurrencies as financial instruments rather than merely payment tools.The change reflects growing institutional participation and aligns crypto more closely with traditional assets such as stocks and securities.Stronger Rules: Insider Trading Ban and DisclosuresThe updated framework introduces stricter compliance requirements:Insider trading bans: Trading on non-public information is now prohibitedDisclosure rules: Crypto issuers must provide annual disclosuresStronger enforcement: Increased penalties for unregistered exchangesThese measures aim to improve market fairness, transparency, and investor protection.From Payments to Capital MarketsPreviously regulated under payment laws, crypto in Japan is now transitioning into the broader financial system.Finance Minister Satsuki Katayama emphasized the goal of expanding capital markets while ensuring regulatory safeguards.This shift effectively places crypto:Alongside equities and financial instrumentsUnder stricter institutional-grade oversightWithin a more mature investment frameworkInstitutional Adoption Driving Policy ChangesJapan’s regulatory update comes amid increasing interest from large financial institutions.The country is also:Exploring crypto ETFs by 2028Supporting participation from firms like Nomura Holdings and SBI HoldingsConsidering tax reforms, including a flat 20% rate on crypto gainsMarket ImplicationsThe reclassification is expected to:Boost institutional confidence in crypto marketsImprove regulatory clarityAttract more capital into compliant crypto productsAt the same time, tighter rules may increase compliance costs for market participants.Crypto Moves Deeper Into TradFiJapan’s decision marks another step in the global trend of integrating crypto into traditional financial systems.As regulation evolves:Markets may become more stable and transparentInstitutional participation is likely to increaseCrypto could gain broader legitimacy as an asset classOverall, the move positions Japan as one of the leading jurisdictions advancing regulated, institutional-grade crypto adoption.

ナスダック上場のビットコイン採掘企業BitFuFuは、3月に80BTCを売却したことを明らかにした。同期間の採掘量は214BTC（うち171BTCはクラウドマイニング、43BTCは自社採掘によるもの）で、3月末時点でのビットコイン保有量は1,794BTCに減少した。（Globenewswire）

The European Central Bank (ECB) has expressed its support for the European Commission's proposal to centralize financial regulation. According to Odaily, the plan aims to transfer the regulatory authority of cross-border financial institutions, including crypto asset service providers (CASPs), from national regulators to the European Securities and Markets Authority (ESMA). This move is intended to deepen the integration of the EU capital markets and enhance international competitiveness. The ECB emphasized the need for ESMA to be adequately staffed and funded, while minimizing market disruptions during the regulatory transition.

CMEの「FRBウォッチ」によると、FRBが4月に25ベーシスポイントの利上げを行う確率は1.6％、金利据え置きの確率は98.4％となっている。6月までにFRBが累計で25ベーシスポイントの利下げを行う確率は1.5％、金利据え置きの確率は96.8％、累計で25ベーシスポイントの利上げを行う確率は1.7％となっている。

On April 10, an Iranian delegation arrived in Pakistan to engage in discussions, according to BlockBeats. The primary negotiations between Iran and the United States are scheduled to take place tomorrow.

Key TakeawaysING says USD may strengthen if March CPI accelerates.Rising energy prices linked to Iran conflict driving inflation risk.Focus shifts to “second-round effects” in core inflation.Fed outlook depends on whether higher costs spill into wages and prices.Dollar Outlook Hinges on Inflation SurpriseAccording to Francesco Pesole, the US dollar could gain support if upcoming CPI data shows a meaningful increase in inflation for March.The anticipated inflation pressure is largely tied to rising energy prices, driven by ongoing geopolitical tensions in the Middle East.Higher Inflation Raises Floor for Dollar WeaknessPesole noted that elevated inflation expectations may limit downside for the dollar, even as geopolitical developments remain the dominant macro driver.In this environment:Strong CPI → supports USD strengthWeak CPI → may not trigger major USD decline due to existing inflation risksFed Focus: Second-Round Inflation EffectsFor the Federal Reserve, the key concern is not just headline inflation, but whether second-round effects emerge.This includes:Businesses passing higher costs to consumersWage increases driven by inflation pressureBroader persistence in core inflationIf these effects materialize, it could reinforce a higher-for-longer interest rate outlook.Market ImplicationsThe CPI release is expected to influence:Dollar directionBond yieldsRisk assets including equities and cryptoA stronger dollar and higher yields could weigh on risk markets, while softer inflation may ease financial conditions.OutlookMarkets are entering a sensitive phase where:Inflation data is closely tied to geopolitical developmentsMonetary policy expectations remain uncertainCurrency and risk asset volatility could increaseThe CPI print will be a key test of whether inflation pressures are temporary or becoming entrenched.

Circle's Chief Strategy Officer, Dante Disparte, has addressed the April 1 incident involving the theft of over $270 million from Drift Protocol. According to Foresight News, Disparte clarified that Circle only freezes USDC when legally compelled, emphasizing that this is not a unilateral decision. He explained that the mechanism is part of a framework designed to protect holders from arbitrary interference. Disparte highlighted the challenge faced by open systems, where legal frameworks lag behind technological advancements. He stressed that protocols, wallets, exchanges, and stablecoin issuers should view security and accountability as shared responsibilities. Disparte suggested that DeFi protocols could develop on-chain protective measures inspired by traditional market circuit breakers. He also urged that the legislative process for the U.S. GENIUS Act and CLARITY Act should incorporate standards for due process, property rights, and financial privacy protection before the next major security incident occurs.

AIは、ある種の新しいスタートアップを生み出している。こうした企業は、大規模な初期チームを必要とせず、多額の固定費もかからず、また、継続的な資金調達に依存する必要も必ずしもない。

香港にとって、今回のステーブルコインライセンスの発行は、既存の仮想資産の枠組みを拡張するだけでなく、決済・清算の分野における重要な布石となるものである。

香港は、新たな規制枠組みに基づき、初のステーブルコイン発行者ライセンスを発行し、HSBCの香港銀行部門と、アンカーポイント・ファイナンシャルが率いるスタンダードチャータード関連のコンソーシアムを認可した。

イーロン・マスク氏が率いるAI企業xAIは、アルゴリズムによる差別を規制する新たな規則が表現の自由を制限し、同社のチャットボット「Grok」に州が定める公平性と公正性の基準への準拠を強いることになるとして、コロラド州を相手取り訴訟を起こした。

2026年4月10日、香港金融管理局は、金融管理委員が『ステーブルコイン条例』に基づき、碇点金融科技有限公司および香港上海匯豊銀行有限公司に対し、香港におけるステーブルコインの発行を許可するステーブルコイン発行者ライセンスを付与したと発表した。

日本は、仮想通貨を金融商品取引法の適用対象とする法案を可決した。これにより、インサイダー取引に関する規制、罰則の強化、および発行者に対する年次開示義務が導入される。

SOLANA、ノード数が70％減少　今回、Solanaは焦りを露わに　金色財経、Solanaのノード数は過去最高値から7割減少した。

DeepSeek、DeepSeekへの最後の更新催促メール　金色財経、人々はDeepSeekを懐かしんでいる。