エリザベス・ウォーレン上院議員とマキシン・ウォーターズ上院議員が率いる米民主党は、トランプ一家と暗号資産企業との間の不正な取引を暴くべく、徹底的な調査に乗り出した。

According to Jin10, Lei Wang from Thornburg Investment Management highlighted in a report that the Bank of England, European Central Bank, and Bank of Japan have adopted a more aggressive hawkish stance due to their higher dependency on energy imports compared to the United States. The portfolio manager noted that the sharp rise in oil and natural gas prices has significantly contributed to overall inflation, causing concern among policymakers about the initial energy shock. Wang also pointed out the secondary effects, including wage levels, pricing behavior, and inflation expectations.

Westpac has revised its interest rate expectations for the Reserve Bank of Australia (RBA) due to worsening inflation prospects. According to Jin10, the bank now anticipates additional rate hikes in June and August, alongside the previously forecasted increase in May. Westpac's projections suggest that the official cash rate will reach 4.85% by the end of the year. Luci Ellis, Westpac's Chief Economist, noted that this adjustment reflects a longer and slower recovery from previously assumed fuel supply disruptions.

According to Jin10, S&P has indicated that Japan's long-term rating outlook reflects resilience in its nominal GDP and tax revenue growth despite the risks posed by geopolitical tensions. The agency highlights that Japan's economic fundamentals remain strong, allowing it to withstand external pressures. This assessment underscores the country's ability to maintain stability in its financial metrics, even as geopolitical challenges persist.

Morgan Stanley strategists have advised investors to purchase five-year U.S. Treasuries at a yield of 4.06%, according to Jin10. Tradeweb data shows the latest transaction price for the five-year Treasury yield at 4.022%. The strategists also suggest betting on a steepening curve from the seven-year to the 30-year U.S. Treasuries, entering at a level of 71 basis points. The strategists noted that since February 27, U.S. Treasury yields have risen alongside energy prices. However, they believe that the recent pricing trends in the one-year/one-year U.S. CPI inflation swap indicate increasing downside risks to growth, which stock indices are beginning to reflect. They argue that if energy prices continue to rise, the risks to growth will further escalate.

According to Jin10, S&P Global Ratings has reported that Japan's fiscal situation has improved more rapidly than anticipated over the past three years. This improvement is attributed to robust revenue growth, which has exceeded expectations. The strong financial performance has contributed to a more favorable fiscal outlook for the country.

1. ウォッシュFRB議長指名承認公聴会は4月13日の週に開催される見込み；2. BIT：ETHが重要な支持線を割り込み、ベアフラッグの形成により下落トレンドが続く可能性；3. Strategyは過去30日間で約4.5万BTCを買い増し、これは保有型企業の需要の約76％を占める；4.トランプ氏：イランがホルムズ海峡で通行料を徴収すれば、米国は「即座に介入する」と発言；5.NBAレギュラーシーズン、サンダーがニックスに勝利。サンダーの利益トップ2アカウントの合計利益は7万ドル超；6.野村：インフレリスクと政策当局者の交代が重なり、FRBの利下げ予想は9月に先送り；7.『金持ち父さん 貧乏父さん』著者：インフレと地政学的紛争が原油価格を押し上げ、ビットコインやイーサリアムなどの資産を強気視。

純粋なマイニング企業と、AIへの転換を図る新インフラ企業との間の溝がさらに広がっている

Polymarket has projected a 91% probability that Based FDV will exceed $50 million within one day of its launch. According to Foresight News, the likelihood of it surpassing $75 million within the same timeframe is currently reported at 80%, while the chance of reaching $100 million stands at 50%. The trading volume for this prediction event has already surpassed $4 million.

Tron Inc. has announced an increase in its TRX holdings, acquiring 156,819 TRX at an average price of $0.3188. According to PANews, this acquisition brings the company's total TRX treasury holdings to over 689 million. Tron Inc. stated its commitment to continue increasing its TRX holdings to enhance long-term shareholder value.

Glassnode research indicates that Hyperliquid's validator cluster is located in Amazon Web Services' Tokyo region, providing Tokyo traders with approximately 200 milliseconds faster order round-trip times compared to participants from Europe and the United States, according to PANews. This advantage results in better queue positions and transaction quality for those near the infrastructure. The study shows that the median round-trip time for orders placed from AWS Tokyo nodes to confirmation is approximately 884 milliseconds, with only 5 milliseconds attributed to network transmission and the remainder to server processing time. In contrast, the round-trip time from Virginia's Ashburn node increases to about 1079 milliseconds. Unlike traditional financial markets, which use measures like cable length equalization and speed bumps to eliminate geographical advantages, decentralized markets lack similar safeguards. As institutional capital enters DeFi, a competitive landscape where speed determines transaction priority is emerging.

Hong Kong's artificial intelligence sector saw significant gains, with Zhihu (02513.HK) and Xunlei (03317.HK) rising over 11%, according to Jin10. Guanghe Technology (01989.HK) increased by more than 5%, while Gigadevice Semiconductor (03986.HK) climbed over 3%. The upward movement reflects growing investor confidence in AI-related stocks.

上場しているビットコイン採掘企業は、持続不可能なビジネスモデルに直面しており、1BTCを採掘するごとに約1万9000ドルの損失を出しているため、AIや高性能コンピューティングインフラ分野へと急速に事業転換を進めている。この転換は、多額の借入とBTCの大規模な売却によって資金が支えられている。

AIが自らお金を使い始めたことで、暗号資産はついに待ち望まれていたキラーアプリを手に入れた。しかし、最大の受益者が誰になるかについては、あなたの予想は外れているかもしれない。

サム・アルトマン氏が率いるワールド・ファウンデーションは、WLDトークンが史上最安値を更新しているまさにそのタイミングで、6,500万ドル相当のWLDトークンを大幅な値引き価格で密かに売却しており、今後さらに下落するのではないかという懸念を強めている。

FRB、ミラノ、金融政策、流動性、スティーブン・ミラン：FRBは（あるいは）どのようにバランスシート縮小を進めるのか？ ゴールデン・ファイナンス、可能であり、難しくはないが、時間がかかる。

ウォルマートが支援するOnePayは、ビットコイン、イーサリアム、ソラナ、ポリゴン、アービトラム、カルダノ、ビットコインキャッシュ、PAXゴールドなど、10種類以上の暗号資産トークンをアプリに追加し、一般の顧客がデジタル資産を簡単に利用できるようにすることを目指している。

Circleの真の秀逸さは、エージェントによって人間の数や消費能力の限界を克服し、資本市場に「無限のユーザー」という夢をもたらした点にある。

法律的な根拠すらない政策案が真剣に検討されているということは、あらゆる妥当な選択肢がすでに尽きていることを意味する。この30年にわたる大博打の期限が、ついに到来したのだ。

「マニュアル」のOpenClawから「オートマ」のRotiferへ――AI能力の進化の次なるステージ。