人工知能、OpenClaw、AIエージェント、LLM、DeepSeek、AIエージェント向け大規模モデルの選定――IQは最低条件、EQが分かれ目となる。金色財経は、中国国内の主要なAI大規模モデル数種について実際に体験を行った。

Ethereum's buyer strength is showing signs of resurgence, according to Cointelegraph. According to BlockBeats, on-chain data and derivatives market indicators suggest a positive shift, though analysts caution that maintaining the $2,000 support level is crucial. CryptoQuant data reveals that Ethereum's net taker volume has remained positive since March 6, peaking at $140 million on March 16 and currently standing at $104 million. This metric measures the imbalance between aggressive buyers and sellers in the derivatives market. CryptoQuant analyst Darkfost noted, "This is the first time since the last bear market that we've observed such a mechanism shift in the Ethereum derivatives market." He added that if this trend continues and the spot market along with ETFs follow suit, Ethereum could resume its upward trajectory. In terms of futures open interest, the current position is 6.4 million ETH, nearing the historical high of 7.8 million ETH set in July 2025, and has gradually increased from the low of 5 million ETH in October last year. Spot Ethereum ETF fund flows also turned positive on Monday, with a net inflow of $120 million, marking the highest single-day inflow since mid-March. On the price front, analyst Ted Pillows stated, "As long as the $2,000 support level holds, Ethereum is poised for another rally; however, if it falls below this level, a new low for the year could follow." Glassnode's cost basis distribution data shows that over 3.5 million ETH have a holding cost concentrated around $2,000. If this area is breached, the next support lies between $1,750 and $1,800, where approximately 1.36 million ETH were accumulated. Should the price fall further below these supports, the measured target of the symmetrical triangle points to $1,460, about 30% lower than the current price.

Hyperscale Data has announced preliminary unaudited consolidated revenue figures for the first quarter ending March 31, 2026. According to Foresight News, the company anticipates consolidated revenue of approximately $43 million to $45 million, marking a 72% to 80% increase compared to the $25 million reported in the first quarter of 2025. The expected revenue growth is primarily attributed to contributions from its subsidiaries, Gresham and Ault Lending. The quarter includes around $10 million in revenue generated by Gresham following its bankruptcy restructuring completed in the fourth quarter of 2025, which was not accounted for in the previous year's figures. Additionally, Hyperscale Data forecasts that Ault Lending will contribute approximately $10 million in high-margin revenue for the quarter.

キャシー・ウッド氏が率いるArk Investが、Robinhood（HOOD）株を約1300万ドル分買い入れた。（Cointelegraph）

According to Odaily citing SoSoValue data, Ethereum spot ETFs recorded a total net outflow of $64.6704 million yesterday (Eastern Time, April 7).The Ethereum spot ETF with the largest single-day net outflow yesterday was Fidelity's ETF FETH, with a net outflow of $48.2093 million. Currently, FETH's historical total net inflow stands at $2.283 billion.Following that was BlackRock's ETF ETHA, with a single-day net outflow of $16.4611 million. Currently, ETHA's historical total net inflow stands at $11.607 billion.As of press time, the total net asset value of Ethereum spot ETFs is $11.979 billion, with an ETF net asset ratio (market cap as a percentage of Ethereum's total market cap) reaching 4.69%. The historical cumulative net inflow has reached $11.536 billion.

On April 8, gold stocks showed continued strength during early trading. According to Jin10, a representative from Western Gold's securities department stated that the company's stock price is influenced by multiple factors, making it difficult to determine a strict correlation with the international gold price rebound. The representative also mentioned that the company will proceed with its 2026 production plan as previously disclosed. A representative from Xiaocheng Technology's securities department noted that the rise in the company's stock price is primarily driven by the overall recovery of the gold sector. While the rebound in gold prices may boost performance, it is not the sole factor. Other elements such as mining costs and operational models also impact the company's performance, with significant differences between domestic and international mining costs. Chifeng Gold's securities department representative stated that the increase in gold prices positively affects the company's profits. The company has already established its production plan for 2026 and will strictly adhere to it. Mining costs are closely related to mining volume, ore grade, and capital investment. The company's annual report has yet to be disclosed, and specific performance details will be based on the report.

European natural gas prices have significantly decreased following the announcement of a two-week ceasefire between the United States and Iran. Bloomberg posted on X that this agreement may lead to the temporary reopening of the Strait of Hormuz, a crucial passage for global energy supplies. The ceasefire is expected to alleviate tensions in the energy markets, which have been strained due to geopolitical conflicts. The Strait of Hormuz is a vital corridor for oil and gas shipments, and its reopening could stabilize supply chains and impact energy prices worldwide. Analysts are closely monitoring the situation to assess the potential long-term effects on the global energy market.

Traders have adjusted their expectations for the European Central Bank's interest rate hikes, now anticipating a cumulative increase of 53 basis points this year. According to Jin10, this shift reflects changing market sentiment regarding the ECB's monetary policy approach amid evolving economic conditions. The adjustment comes as traders reassess the potential impact of inflationary pressures and economic growth forecasts on the ECB's decision-making process.

Westpac New Zealand's Chief Economist has indicated that the Reserve Bank of New Zealand might increase interest rates in September, rather than the previously anticipated December. According to Jin10, the economist noted in a report that although the central bank maintained rates as widely expected, its commentary was notably hawkish, highlighting significant concerns over rising second-round inflation pressures. The economist added that if evidence emerges of accumulating second-round inflation effects, the risk balance would favor an earlier rate hike than September. Westpac has adjusted its forecast, now expecting the Reserve Bank of New Zealand to begin a series of 25 basis point hikes at each meeting starting in September.

According to Odaily citing data from SoSoValue, Bitcoin spot ETFs experienced a total net outflow of $159 million yesterday (Eastern Time, April 7).The Bitcoin spot ETF with the highest single-day net inflow yesterday was the Valkyrie ETF BRRR, with a single-day net inflow of $2.3227 million. Currently, BRRR's historical total net inflow has reached $339 million.The Bitcoin spot ETF with the highest single-day net outflow yesterday was the Fidelity ETF FBTC, with a single-day net outflow of $47.8457 million. Currently, FBTC's historical total net inflow has reached $11.06 billion.As of the time of writing, the total net asset value of Bitcoin spot ETFs is $88.706 billion, with an ETF net asset ratio (market cap as a percentage of Bitcoin's total market cap) reaching 6.39%. The historical cumulative net inflow has reached $56.27 billion.

The Halifax seasonally adjusted house price index for the UK in March recorded an annual growth rate of 0.8%, falling short of the anticipated 1.5%. According to Jin10, the previous value was revised from 1.3% to 1.2%. This data indicates a slower growth in house prices compared to expectations, reflecting potential shifts in the housing market dynamics.

バイナンスの創業者であるチャオ・チャンポン（CZ）は、新著『バイナンス人生』の中で、思考法、チーム、ビジネスと提携、コミュニケーション、製品、広報、そしてプライベートライフという7つの側面から、自身の行動原則や仕事の進め方を記している。

FDICは、準備金、償還、資本、リスク管理などを対象としたステーブルコイン発行者向けの規則案を提示した。同機関は、ステーブルコインには預金保険が適用されないことを確認し、今後60日間にわたり一般からの意見を募集している。

「本当に恐ろしいのは、ミトスが悪用されることではない。ミトスによって、私たちが安全だと思っていたものが、別の次元においては最初から安全ではなかったのだと初めて気づかされたことだ。」

トランプ大統領は未明、イランへの攻撃を一時停止すると発表し、イラン側も停戦合意を受け入れると表明した。中東の緊張が緩和され、リスク選好が大幅に高まった。BTCは反発して7万2000ドル台に戻り、世界市場はひと息つくことができたが、今後の展開はどうなるだろうか？

ドナルド・トランプ大統領がイランに対し、インフラへの攻撃をちらつかせながらホルムズ海峡の再開を求めた4月7日の期限が迫る中、ビットコインは6万8500ドル近辺で堅調に推移している。しかし、4億7100万ドルものETFへの資金流入は、市場が事態の悪化ではなく、緊張緩和を見越してポジションを構築していることを示唆している。

ソラナのDEX「Stabble」は、元従業員が北朝鮮と関連していることが判明したことを受け、ユーザーに対し資金の引き出しを呼びかけた。TVLは175万ドルから66万3000ドル未満に減少したが、エクスプロイトの報告はされていない。

暗号化ネットワークは本来、人間のために設計されたものである。自律型インテリジェントシステムは、人間の理解力や判断力を、機械固有の同等の機能で置き換えなければならない。

Anthropicは新プロジェクト「Project Glasswing」の立ち上げを発表し、さらに同社の開発した全く新しい超強力なモデル「Claude Mythos Preview」を公開した。

米国、トランプ、イラン、石油、停戦とそれぞれの主張　ゴールデン・ファイナンス、米・イラン停戦合意に関するいくつかの初期的な考察。あくまで参考情報です。