The 'NACHO' trade is gaining traction on Wall Street as both oil prices and Treasury yields experience an upward trend. Wall Street Journal (Markets) posted on X, highlighting the simultaneous increase in these key financial indicators. This development is drawing attention from investors who are closely monitoring the implications for the broader market. The rise in oil prices is often linked to geopolitical tensions and supply constraints, while higher Treasury yields can signal expectations of economic growth or inflation. As these trends unfold, market participants are assessing potential impacts on investment strategies and economic forecasts.

U.S. stocks ended the trading session on a positive note, as the S&P 500 and Dow Jones Industrial Average each rose by 0.19%. According to NS3.AI, the Nasdaq Composite also saw a modest increase, closing 0.1% higher. These gains reflect a positive sentiment in the market, contributing to the upward movement of major indices.

TD Cowen's Jaret Seiberg indicated that the May 14 vote on the CLARITY Act is a step towards bringing the bill to the Senate floor, rather than finalizing its passage. According to NS3.AI, Seiberg highlighted that unresolved conflict-of-interest issues related to the Trump family's cryptocurrency ventures could delay the bill's passage until after 2027, with final regulations potentially not being established until 2029.

U.S. President Donald Trump has expressed the need for additional tariffs, emphasizing their importance in current economic strategies. According to NS3.AI, Trump's statement reflects ongoing trade tensions and the administration's focus on leveraging tariffs as a tool for economic negotiation. The call for increased tariffs aligns with previous measures aimed at addressing trade imbalances and protecting domestic industries. This approach continues to be a significant aspect of the administration's economic policy.

U.S. President Donald Trump has expressed support for a temporary suspension of the federal gasoline tax. Bloomberg posted on X, highlighting that this move is seen as an implicit acknowledgment that the conflict in Iran is unlikely to conclude in the near future. The decision reflects the administration's response to the ongoing geopolitical tensions and their impact on energy prices. The suspension aims to alleviate the financial burden on consumers as the situation in Iran continues to unfold.

The Senate Banking Committee has set a vote for May 14 on the Clarity Act. According to NS3.AI, TD Cowen noted that this decision merely shifts the debate to the full Senate. Jaret Seiberg explained that if the committee passes the bill, it would allow lawmakers to merge it with the Senate Agriculture Committee's version and then pursue the 60 votes required for approval. However, Seiberg highlighted that disagreements over stablecoin yield, ethics provisions, anti-money laundering, and market manipulation standards continue to pose challenges to the bill's progress this year.

Bitcoin is encountering challenges in surpassing the $84,000 mark, although bullish sentiment persists as long as the price remains above the 20-day EMA. According to Cointelegraph, several major altcoins have experienced pullbacks, indicating that bears continue to sell during rallies. Bitcoin (BTC) has seen a decline at the week's start, but bulls are striving to keep the price above $81,500. Crypto sentiment platform Santiment reported a current ratio of bullish to bearish comments on social media at 1.5:1, suggesting that the ongoing upward movement may lack sustainability, as rallies fueled by confident crowds tend to dissipate faster than those amid skepticism. A concerning factor for BTC is its rejection at the 200-day exponential moving average ($82,039). Since November 2025, each rejection at the 200-day EMA has led to sharp drawdowns ranging from 25% to 36%. If history repeats, BTC might experience a 30% decline toward $56,000. However, the outlook is not entirely bleak for bulls. U.S. spot BTC exchange-traded funds have recorded six consecutive weeks of net inflows, marking the longest streak since August 2025, suggesting investor anticipation of continued recovery. The S&P 500 Index (SPX) has maintained its upward trend, reaching a new all-time high of 7,423. This indicates strong bullish control. A minor risk to this trend is the overbought level on the relative strength index (RSI), suggesting potential consolidation or correction. The 20-day EMA (7,169) serves as a key support level. A rebound from this level would affirm the uptrend's strength, while a close below it could lead to a drop to 7,002. The US Dollar Index (DXY) struggles to rise above the 20-day EMA (98.40), indicating persistent bearish pressure. Sellers aim to push the price below 97.74, potentially leading to a decline toward 96.21. The index may remain within the 95.55 to 100.54 range for some time. Buyers need to drive the price above the 50-day simple moving average (99) to signal a recovery, potentially rallying to the resistance at 100.54. Bitcoin buyers have again failed to push BTC above $84,000, showing active bearish resistance at higher levels. The pullback is expected to find support at the 20-day EMA ($78,852). If successful, bulls may attempt to breach the $84,000 barrier, potentially driving the BTC/USDT pair to $92,000 and $97,924, indicating a possible bottom at $60,000. Conversely, a break below the 20-day EMA signals profit-taking by short-term buyers, possibly leading to a decline toward the 50-day SMA ($74,191) and further to the support line.

DeepSeek-R1, the flagship reasoning model from Chinese lab DeepSeek, exhibits a 14.3% hallucination rate, nearly four times higher than its predecessor DeepSeek-V3, according to Vectara’s HHEM 2.1 benchmark. This discrepancy raises significant concerns for the crypto sector, where AI agent tokens increasingly rely on reasoning-style LLMs for autonomous trading and on-chain execution. Vectara's analysis revealed that R1 tends to 'overhelp' by adding unsupported information, which can lead to fabricated context in responses. The crypto market, hosting tokens like Virtuals Protocol (VIRTUAL) and ai16z (AI16Z), faces risks as these models can propagate errors through autonomous actions. Yann LeCun, Meta’s chief AI scientist, argues that autoregressive LLMs inherently struggle with hallucinations, while other labs focus on improving accuracy through various techniques. For crypto developers, effective risk management and verification steps are crucial to mitigate these challenges.

SKハイニックス（SK Hynix）の韓国人社員の年末賞与は最高で300万元を超えると報じられており、内部関係者が中韓間の待遇格差の大きさを明かしている。また、AIストレージのスーパーサイクルにより、家電製品の価格上昇が続く可能性がある。

Golden Financeは『Golden Web3.0デイリー』を創刊し、AI、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。

世間が「NFTは終わった」と騒ぐ中、世界トップクラスの芸術機関や富裕層の大手企業はひそかに買い集めており、デジタルアートは「印象派」の台頭に匹敵する、世紀に一度の価値再評価を迎えようとしている。

半導体、人工知能、DeepSeek、世界が中国の半導体を見直している　金色財経、世界の半導体市場は歴史的な高値圏にある。

取引所、韓国、韓国の取引所が規制当局と「激突」　法執行と立法の境界に挑む　金色財経、韓国の暗号資産業界は、稀に見る正面からの規制対立に突入しつつある。

この世で最も儲かる商売は二つある。一つはシャベルを売ること、もう一つは水を売ることだ。

2026年4月13日、ケンブリッジ大学の研究者ヘンリー・シェヴリン氏がXに投稿し、Google DeepMindに「哲学者」という役職で加わることを明らかにした。

Zcashの急騰の要因を分析：ガバナンスの再構築＋ストーリーの刷新＋組織の強化

2026年第1四半期のトークン化の現状：11大分類・593件の資産、3200億規模のトークン化市場は、まだ「新聞がインターネットに掲載される段階」にある。今後、どのように進化していくのだろうか？

先週末、Renegade.fiのArbitrumベースのダークプールにおける脆弱性を悪用したホワイトハットハッカーが、同プロトコルがオンチェーンで報奨金の提示を公表してからわずか45分後に、盗んだ暗号資産約19万ドルを返還した。