Wells Fargo has significantly increased its holdings in Ethereum spot ETFs during the first quarter of 2026, according to ChainCatcher. The bank's latest 13F filing reveals an increase in its holdings of BlackRock's ETHA and Bitwise's ETHW. The ETHA holdings rose from approximately 672,600 shares in the fourth quarter of 2025 to about 1.1 million shares, marking a 63.5% increase. Meanwhile, ETHW holdings grew from around 186,800 shares to approximately 257,000 shares, a 37% rise. By the end of the quarter, the total value of Wells Fargo's ETH ETF holdings was approximately $21.5 million. In contrast, Wells Fargo's Bitcoin ETF holdings showed mixed results. The IBIT holdings saw a slight decrease, while holdings in BITB and Grayscale Bitcoin Mini Trust ETF increased by about 24% and 41%, respectively. Despite these changes, IBIT remains the bank's largest crypto ETF holding, valued at approximately $250 million. Additionally, Wells Fargo made significant adjustments to its crypto-related stock positions. The bank reduced its holdings in Galaxy Digital by about 97%, while increasing its holdings in Strategy from approximately 322,700 shares to 726,000 shares, a 125% increase.

The cryptocurrency market has temporarily halted its upward trend as the U.S. prepares to release April's Consumer Price Index (CPI) data. According to Odaily, Bitcoin has been fluctuating between $80,000 and $82,000 without a significant breakthrough since last Wednesday. Despite potential for further gains indicated by fund flows, inflation and macroeconomic risks are dampening risk appetite. The U.S. is set to announce the April CPI at 8:30 PM (UTC+8). FactSet data suggests that the CPI is expected to rise to 3.7% year-on-year, up from 3.3% in March. If this prediction holds, it would mark the largest increase since January 2024, significantly above the 12-month average of 2.7%. Core CPI is anticipated to rise to 2.7% from the previous 2.6%. Analysts express concern that if inflation data exceeds expectations, it could heighten market risk aversion, especially with oil prices remaining high and U.S. President Donald Trump describing the U.S.-Iran ceasefire as "extremely fragile." Lukman Otunuga, Head of Market Research at FXTM, noted that the market is entering a sensitive phase where geopolitical, inflationary risks, and central bank expectations are intertwined. High oil prices, uncertainty in Iran, and key U.S. economic data could increase volatility in commodities, exchange rates, and global stock markets. Beyond macroeconomic factors, XRP and SOL are nearing critical supply zones. XRP tested $1.50 today but has repeatedly failed to break through this level since February. SOL is approaching resistance near $97. Meanwhile, institutional interest in related assets is rising. The U.S. spot XRP ETF recorded a net inflow of $25.8 million on Monday, the highest since January 5. Bitcoin and Solana ETFs also maintained net inflows, while the Ethereum ETF saw a net outflow of $16.9 million.

Ukraine's anti-corruption watchdog has broadened its investigation into individuals close to President Volodymyr Zelenskiy, potentially igniting a new political scandal. Bloomberg posted on X, highlighting the timing of this development as Zelenskiy aims to revive peace negotiations with Russia. The expanded probe underscores ongoing challenges in addressing high-level corruption within the Ukrainian government, which could impact the country's political landscape and international relations. As Ukraine navigates these internal issues, the focus remains on balancing domestic governance with diplomatic efforts to resolve the conflict with Russia.

Major U.S. labor unions have called on senators to reject a proposed crypto market-structure bill, expressing concerns that it could subject millions of workers' retirement accounts and public pensions to the inherent volatility of cryptocurrencies. According to NS3.AI, the bill is scheduled for an initial committee vote on Thursday.

The U.S. Senate Banking Committee has released the first updated draft of the CLARITY Act since January, according to Odaily. Alex Thorn, Head of Research at Galaxy Research, highlighted significant revisions in several key sections of the draft. The updated draft includes a major rewrite of Chapter 1, addressing definitions and the authority of the U.S. Securities and Exchange Commission (SEC). A new insider trading clause, Section 109, has been added. Chapter 2 updates the term 'common control' to 'coordinated control.' Section 301 has been rewritten to further clarify the regulatory boundaries between decentralized finance (DeFi) and centralized finance (CeFi). Section 404 has been updated to incorporate a compromise plan by Tillis and Alsobrooks. Section 505 has been adjusted to narrow the scope of the SEC's authority in the tokenization sector. The bankruptcy and insolvency frameworks in Sections 701 and 702 have been restructured. Additionally, a new Section 904, titled 'Build Now Act,' has been introduced. Thorn also noted that Section 604, which pertains to the Blockchain Regulatory Certainty Act, retains its core protections for developers with only minor modifications.

これは、ステーブルコイン分野における競争が「コインの発行」から「ブロックチェーンの構築」へと次元を移し、流通量の争奪からインフラの支配権争いへと移行したことを示している。

USDCの発行元であるCircleが堅調な第1四半期決算を発表し、さらに2億2200万ドル規模のARCトークン調達計画を明らかにしたことで、急速に拡大するステーブルコイン経済に対する投資家の信頼が高まり、同社の株価は月曜日に16％近く急騰して131.76ドルとなり、3月以来の高値を記録した。

人工知能、2000年代生まれの中退者：3週間のコーディング、3人のチームで米国トップ10のコンシューマー向けAIアプリを開発　金色財経、3人の若者が世界最大の女性向けAIロマンス・ファンタジーサイトを運営。

予測市場は富を移転させる機械であり、ボットはその操作者である。

カリフォルニア州サンタクララ郡は、Metaを提訴し、同社がFacebookやInstagram上の詐欺広告から年間最大70億ドルの収益を得ていたと非難している。同郡は、Metaが詐欺広告を適切に阻止せず、収益を優先させた可能性があると主張しているが、Metaはこれらの主張を否定している。

サム・アルトマンが再びAI業界に衝撃を与えた。今回彼が発表したのは、「ゴブリン」のように、一切の監督や管理を必要とせず、自律的に動作する完全自律型コーディングエージェントだ。

5月11日の夜、Circleはごく平凡な決算報告書を通じて、市場を沸かせるような未来像を描き出した。

一流大学もなく、改革の先駆者としての名声もなく、金融センターとしての地位もないある工業都市が、30年の歳月をかけて、製造業をAI時代において最も希少な資産へと変貌させた。

2026年2月10日、Googleの親会社であるAlphabetは、ロンドンで満期が100年後の債券を発行した。

韓国のキム・ヨンボム大統領室政策首席は、AIや半導体ブームによる税収増を原資として、全市民に「国民配当」を支給することを提案した。サムスンやSKハイニックスが、利益のより大きな分配を求める従業員からの圧力に直面する中、この案は議論を呼んでおり、市場も激しい値動きを見せている。