Citadel Securities and the Blockchain Association have presented differing views in their submissions to the U.S. Securities and Exchange Commission (SEC) regarding the regulation of tokenized equities. According to NS3.AI, the market for tokenized equities was valued at $946 million in March. Citadel Securities has advocated for maintaining tokenized stock trading within the current definitions of intermediaries, emphasizing the importance of existing regulatory frameworks. In contrast, the Blockchain Association has argued that this approach could mistakenly categorize infrastructure providers as intermediaries, potentially stifling innovation in the sector. The debate highlights the ongoing discussion about how best to regulate emerging financial technologies while balancing innovation and investor protection.

Web3 security platform Immunefi has announced on the X platform that the DeFi protocol Alchemix has relaunched its bug bounty program based on its latest v3 contracts. According to ChainCatcher, the program offers a maximum reward of $300,000. The initiative aims to encourage security researchers to review the new version of the contract code and identify potential vulnerabilities in advance, thereby enhancing the overall security of the protocol. Immunefi stated that this is a critical window for auditing the relevant code and participating in the bounty program.

Oil prices have increased following reports of an explosion on Iran's Kharg Island. According to Odaily, U.S. President Donald Trump stated in a press conference on Monday that if Iran fails to meet the demands by 8 p.m. Eastern Time, the U.S. might destroy all bridges to Iran's power plants within four hours. This escalation could potentially lead to a surge in energy prices. Additionally, The Wall Street Journal reported that negotiators are pessimistic about Iran meeting Trump's demands to allow ships free passage through the Strait of Hormuz. Despite this, oil prices have not fluctuated significantly, possibly indicating market skepticism about Trump's adherence to his deadline. AJ Bell analyst Dan Coatsworth noted that either Washington or Tehran might concede, potentially causing a significant stock market rebound and a drop in energy prices. However, he also mentioned a third possibility: the deadline could be extended, leading to another period of market uncertainty as both sides' next moves are anticipated.

Cardano has partnered with venture capital firm Draper Dragon to launch the Orion Fund, targeting a total of $80 million for investment in native and integrated Cardano projects. According to Odaily, the fund aims to focus on Real-World Assets (RWA) and institutional-grade DeFi to enhance Cardano's Total Value Locked (TVL) and on-chain activity. Managed by Draper Dragon, the Cardano Foundation will provide ecological and technical support as the constitutional manager. Additionally, through Arouet Holdings, a portion of the fund's returns will be redirected to the Cardano treasury.

暗号資産ヘッジファンドのSplit Capitalは解散し、段階的に事業を終了すると発表した。同ファンドの創設者であるザヒール・エブティカル氏は、ステーブルコインのスタートアップ企業Plasmaに最高戦略責任者（CSO）として参画し、ステーブルコイン分野への転身を図ることを明らかにした。ザヒール・エブティカー氏は、同ファンドが2024年と2025年にそれぞれ約100％と20％のリターンを達成したものの、暗号資産ヘッジファンドのビジネスモデルは徐々に機能しなくなっていると指摘した。ビットコイン現物ETFなどの商品が発売されるにつれ、機関投資家は従来の金融商品を通じて暗号資産へのエクスポージャーを確保する傾向が強まっており、ヘッジファンドの競争優位性が弱まっているという。（Fortune）

Key TakeawaysAnthropic annualized revenue exceeds $30 billion, up from $9B in 2025.Signs multi-year TPU compute agreements with Google and Broadcom.Several gigawatts of next-gen TPU capacity secured starting in 2027.Move reflects intensifying AI infrastructure race among major tech firms.Anthropic Revenue Triples as AI Adoption AcceleratesAnthropic reported that its annualized revenue has surpassed $30 billion, marking a sharp increase from approximately $9 billion at the end of 2025.The growth reflects accelerating demand for its Claude AI models, as enterprise and developer adoption continues to expand rapidly.TPU Agreements Secure Long-Term Compute CapacityTo support future growth, Anthropic announced agreements with Google and Broadcom to secure several gigawatts of next-generation TPU (Tensor Processing Unit) compute capacity.The infrastructure is expected to come online starting in 2027 and will be used to train and operate future versions of Claude.The scale of the agreement highlights the increasing importance of dedicated AI hardware in sustaining model performance and scaling capabilities.AI Infrastructure Becomes Strategic BattlegroundThe deal underscores a broader shift in the AI industry, where access to compute power is becoming a key competitive advantage.Major AI developers are racing to secure long-term infrastructure agreements as demand for training and inference capacity continues to rise.Google’s TPU ecosystem and Broadcom’s semiconductor capabilities position them as critical suppliers in this expanding market.Market Implications: Compute as the New BottleneckThe rapid growth in Anthropic’s revenue and infrastructure commitments signals:Rising enterprise demand for AI servicesIncreasing capital intensity in AI developmentGrowing importance of hardware partnershipsAs AI adoption scales, compute availability is emerging as a primary constraint, shaping competition across the sector.Scaling AI Through InfrastructureAnthropic’s expansion reflects a broader trend of vertical integration between AI developers and infrastructure providers.With multi-year compute secured, the company is positioning itself to scale next-generation models while maintaining competitive performance in an increasingly crowded AI landscape.The development highlights how compute capacity is becoming a core driver of growth and differentiation in the AI industry.

On April 7, a senior national security correspondent from Fox News reported that the recent strike on Harg Island was carried out solely by the United States, not Israel. According to BlockBeats, a senior U.S. official stated, 'This is a signal to the Iranians.' U.S. military sources indicated that if Iran's railway were targeted, it would not be the work of the U.S. military.

Digital asset investment products experienced a net inflow of approximately $224 million last week, according to BlockBeats. This comes as market sentiment showed a slight improvement. However, stronger-than-expected retail sales data and more hawkish interest rate expectations led to a minor outflow later in the week. Regionally, Switzerland led with inflows of around $157.5 million, followed by Germany and Canada with $27.7 million and $11.2 million, respectively. The United States saw inflows of approximately $27.5 million. European investors were the primary drivers of this week's inflows, marking a significant shift from previous weeks when U.S. products dominated. In terms of asset distribution, Bitcoin saw inflows of about $107.3 million, improving from a poor start to the month, although the net outflow for the month still stands at $145 million. Short Bitcoin products recorded inflows of $16 million, the highest since mid-November 2025, indicating continued polarization in market views. Solana attracted approximately $34.9 million, maintaining stable inflows that account for 10% of its assets under management this year. Meanwhile, Ethereum continued to lag, with a net outflow of $52.8 million last week, as investors are still processing the negative impact of the Clarity Act.

The U.S. military has targeted military sites on Kharg Island, according to a U.S. official, as Iran evaluates four potential strategies to reopen its stock market. According to NS3.AI, the head of the Iranian Securities and Exchange Organization outlined options ranging from maintaining fund trading under current conditions to halting all trading if hostilities intensify. Meanwhile, Argus Media data indicates that Urals crude at Port of Primorsk reached $116.05 per barrel on April 2, nearly double the $59 average projected in Russia's budget for this year. The Iranian stock market has been suspended since March 1.

Cardano財団の公式サイトによると、Cardanoとベンチャーキャピタル企業のDraper Dragonは、「Orion Fund（Draper Dragon Ecosystem Fund）」の設立を発表した。目標規模は8,000万米ドルで、Cardanoのネイティブプロジェクトおよび統合プロジェクトへの投資に充てられる。特にReal-World Assets（RWA）と機関投資家向けDeFiに重点を置き、CardanoのTVL（総ロックアップ価値）とオンチェーンの活性化を図る。同ファンドはDraper Dragonが運用し、Cardano Foundationがコンスティテューション管理者としてエコシステムおよび技術面でのサポートを提供する。また、所有者不在のエンティティであるArouet Holdingsを通じて、収益の一部をCardanoの国庫に還元する。Draper Universityはアクセラレーションパートナーとして、スタートアップの加速化と人材育成を支援する。同ファンドは、UTXOモデルを活用してビットコインの流動性とカルダノの機能性を融合させるプロジェクトを優先的に支援し、KPIダッシュボードの公開や四半期ごとのエコシステム円卓会議を通じて、透明性とコミュニティによる監視を強化する。

この1週間、暗号資産業界は同じニュースに度々揺さぶられてきた。ビットコインの量子コンピューティングによる攻撃のハードルが突破されたというニュースを受け、市場は急落したばかりだ。

人工知能、過大評価されている存在：中国の「一人会社」生存ガイド　金色財経、自動化は一つの道ではあるが、唯一の道ではない。

2026年は暗号資産企業にとって厳しい年となっており、資金繰りに苦慮するプロジェクトがますます増えている。

イラン、JPモルガン、JPモルガン：イラン情勢をめぐり、投資家の間で2つの大きな誤った認識がある。金色財経、株式市場は表面上は平静を装っているが、システミック・リスクは深刻なほど過小評価されている。

短期的な投機的な動きに依存するプロジェクトは市場から次々と淘汰され、真に市場ニーズに合致し、実際に実現可能なプロジェクトだけが生き残る余地を得られる。

ステーブルコインが国際送金市場を席巻しつつある中、ある香港の上場企業がすでにその基盤を整えている。

韓国とフランスの中央銀行は、ステーブルコインやCBDCといったデジタル資産が決済や金融政策にどのような影響を与えるかについて議論するため、ソウルで2日間のセミナーを開催した。

アルゼンチンのハビエル・ミレイ大統領は、リブラ・プロジェクトとの関与を繰り返し否定してきたにもかかわらず、同プロジェクトとの関連を示す新たな証拠が見つかったことを受け、再び厳しい視線にさらされている。

Bitget Walletは、アジア太平洋地域全域でQRコードを利用した暗号資産決済サービスを開始しました。これにより、ユーザーは自己管理型ウォレットから直接、USDTやUSDCなどのステーブルコインを使って現地の店舗で支払いを行うことが可能になります。

OpenAIは、人工知能（AI）による大きな経済変化に備えるよう各国政府に強く求め、AIが雇用に混乱をもたらし、富の集中を招く恐れがあると警告した。同社は、自動化された労働への課税、公的富基金の創設、週4日勤務制の試験導入といった新たな政策を提案し、人々がAIによる恩恵を享受できるよう支援することを提言した。