Blockstream CEO Adam Back has positioned Bitcoin treasury companies as arbitrage plays between the current fiat financial system and a future dominated by Bitcoin. According to BeInCrypto, Back suggests that firms buying Bitcoin today benefit from accelerating BTC adoption and the depreciation of fiat currencies. This creates substantial upside for early accumulators, positioning them as asymmetric bets on systemic transition. Back's thesis aligns with Michael Saylor's prediction of Bitcoin reaching $10 million per coin, though it faces skepticism from critics like Peter Schiff.

a16z has submitted an 18-page comment letter to the Commodity Futures Trading Commission (CFTC) on May 1, expressing concerns over state-level prediction market regulations. According to NS3.AI, the firm warned that these rules could potentially drain liquidity and restrict user access. a16z highlighted that cease-and-desist orders and proposed state bans create obstacles that conflict with the CFTC's rules on fair market access. Additionally, a16z emphasized that blockchain-based prediction markets offer greater transparency due to the auditability of on-chain transactions.

The Compromise Clarity Act, unveiled on Friday, aims to prohibit stablecoin issuers from offering yield solely for holding payment stablecoins, while allowing certain activity-based rewards. According to NS3.AI, Senators Thom Tillis and Angela Alsobrooks released the text following extensive negotiations to differentiate crypto rewards from traditional bank deposit products. Cody Carbone from the Digital Chamber expressed optimism that the release could advance the bill towards a Senate Banking Committee markup.

U.S. President Donald Trump stated that the United States will not withdraw from the Strait of Hormuz, defending the blockade as a strong measure. According to Odaily, Trump asserted that the blockade is effective and predicted a significant drop in energy prices once the war concludes. "After this war ends, the prices of oil, gas, and everything else will plummet," he remarked. He also praised the U.S. stock market for reaching record highs and noted that projects during his administration are being completed "on time" and "on budget."

Alberta Investment Management Corporation (AIMCo) has disclosed its acquisition of approximately 1.38 million shares of MicroStrategy (MSTR) in the first quarter, with an investment amounting to $172 million. According to Odaily, the current market value of this holding has risen to approximately $241 million, reflecting a profit of around $69 million. AIMCo's average purchase price was about $125 per share. AIMCo previously held shares in the company from 2019 to 2020 but sold them shortly after MicroStrategy adopted a Bitcoin reserve strategy.

カナダの資産運用会社Alberta Investment Management Corporation（AIMCo）は、第1四半期にStrategy（MSTR）の株式約138万株を約1億7200万ドルで取得したと明らかにした。現在の株価約175ドルで計算すると、当該保有株の時価総額は約2億4100万ドルに上昇し、含み益は約6900万ドルとなっている。AIMCoの平均取得単価は約125ドル/株である。AIMCoは2019年から2020年にかけて同社の株式を保有していたが、同社がビットコイン準備戦略に転換した直後に全株を売却していた。

Prediction market platforms Polymarket and Kalshi reached a cumulative trading volume of $150 billion in April. According to Odaily, this milestone marks the end of a seven-month streak of monthly growth. Data reveals that Polymarket's active trading users decreased from 733,000 in March to approximately 643,000, contributing to a decline in overall market trading volume. Despite this, Polymarket's U.S. operations continue to expand, and Kalshi's performance remains on an upward trajectory.

Andreessen Horowitz (a16z) has expressed concerns to the Commodity Futures Trading Commission (CFTC) regarding state-level regulations on prediction markets. According to Odaily, a16z argues that these regulations create 'barriers to fair access' and could potentially reduce market liquidity. The firm highlighted that requiring platforms to restrict user access based on state laws affects market uniformity and conflicts with federal principles of fair access. Additionally, frequent bans and enforcement actions may diminish overall trading depth. a16z emphasized the significant role of prediction markets in information discovery and probability pricing, advocating for unified federal regulation. Meanwhile, the CFTC maintains that related contracts fall under its exclusive regulatory jurisdiction.

U.S. President Donald Trump informed Congress on Friday that hostilities with Iran concluded in April, allowing the White House to bypass congressional authorization. According to Odaily, under the 1973 War Powers Act, the U.S. President can deploy military forces overseas for up to 60 days without congressional approval. Trump's 60-day war authority expired on May 1. In his letter, Trump stated that the U.S. ceased military operations against Iran on April 7, following a temporary ceasefire agreement between the two nations, which has since been extended. If hostilities resume, the 60-day countdown will reset and begin anew—a legal interpretation likely to be challenged by Senate Democrats. "Since April 7, 2026, there has been no exchange of fire between U.S. forces and Iran. Hostilities that began on February 28, 2026, have now ended," Trump wrote in the letter.

トランプ米大統領は、米国は現時点でホルムズ海峡から「撤退しない」と述べ、米国の封鎖措置を擁護し、その措置は「非常に強力だ」と語った。トランプ氏は、封鎖措置が効果を上げていると述べ、戦争が終わればエネルギー価格は大幅に下落すると主張した。「この戦争が終われば、石油や天然ガス、あらゆるものの価格が暴落するだろう」と彼は語った。また、米国株式市場が史上最高値を更新したことを称賛し、自身の政権下で進められているプロジェクトはすべて「予定通り」かつ「予算内」で完了していると述べた。

一方ではFRB、日銀、ECBによる発表や米国のコアPCEデータが相次いで公表され、他方では業界の動向が相次いで表面化する中、市場は「期待」と「パニック」の間を行き来している。

決済、暗号資産、金融システム、暗号資産決済における「ラストワンマイル」の問題　金色財経、暗号資産から法定通貨への「送金」は、見た目ほど単純なものではない。

市場はいつまでも曖昧な状態が続くわけではない。きっかけは、往々にして何気ないところに潜んでいるものだ。

Web3分野での事業展開を目指す起業家の方々には、国内の法律や市場政策を十分に理解した上で、起業プロジェクトが抱える潜在的なリスクを冷静に評価し、慎重に判断を下すことをお勧めします。

「ThreadGuy」というハンドルネームで知られる有名な暗号資産インフルエンサーがいます。彼は2021年、NFTの取引方法を人々に指導したことで一躍有名になりました。

AIにサンドボックス内の「非正規ユーザー」という立場を与え、ブロックチェーン上の正規ユーザーへと至る道を切り拓く。

DeFiで実際に採用されているのは、規模が最大の国債ではなく、より高い正の利回りスプレッドを持つ信用資産である。

人工知能、アップル、テクノロジー、ナバル：アップルは終わった、次はSaaSだ　ゴールデン・ファイナンス、あなたの会社には、AIには真似できない何が本当にあるのか？

DeFi貸付分野のリーダー的存在であるAaveがKelp DAOの盗難事件に巻き込まれ苦境に立たされる中、もう一つの老舗プロトコルであるSkyは、大口投資家からの多額の資金を集めただけでなく、ここ2週間でTVLが25%以上も大幅に増加し、その勢いに乗じて2つの重要な動きを相次いで打ち出した。

昨夜、DeepSeekのマルチモーダル研究員である陳小康氏がXに投稿し、DeepSeekのマルチモーダル技術に関する新論文『Thinking with Visual Primitives』を公開し、「公開できて興奮している」と述べた。