Pakistan is evaluating strategies to ensure the transportation of essential cargoes, following Iran's decision to permit 20 Pakistani vessels passage through the Strait of Hormuz. Bloomberg posted on X, highlighting the significance of this development for Pakistan's maritime logistics. The Strait of Hormuz, a crucial maritime corridor, plays a vital role in global shipping, particularly for oil and gas exports. Pakistan's consideration of alternative shipping options under its flag underscores the importance of maintaining uninterrupted trade routes. This move comes amid regional geopolitical tensions, emphasizing the need for strategic planning in maritime operations.

ホルムズ海峡での供給途絶への懸念が高まり続けていることを受け、アジアのナフサとブレント原油のクラックスプレッドは1トン当たり466.85ドルと過去最高水準に達した。（金十）

DeepSeek experienced performance anomalies with its web and API services earlier today. According to PANews, the issues were identified in the afternoon. By evening, DeepSeek announced that the problem had been resolved and services were back to normal.

Stablecoin velocity has approximately doubled over the past two years, reaching about six times per month, according to Standard Chartered. This development complicates a key assumption behind the bank's $2 trillion supply forecast by 2028. According to NS3.AI, the increase in velocity is primarily driven by USDC activity across various blockchains. Despite this shift, Standard Chartered has maintained its broader forecast unchanged.

Onchain Lensのモニタリングによると、2ヶ月間の沈黙を経て、アドレス「luggis (@luggisdoteth)」（0x5d7...0b37）がバイナンスに2000 ETH（時価総額403万ドル相当）を入金した。

During the 2026 Hong Kong Web3 Carnival, ChainCatcher will collaborate with RootData to host a forum titled 'Crypto 2026: From Cryptocurrency to Smart Economy' on April 19 at 14:00 (UTC+8) in Hong Kong. According to ChainCatcher, this forum is one of the key events at the Hong Kong Web3 Carnival, focusing on the paradigm shift resulting from the integration of AI technology with crypto networks. Discussions will delve into AI Agent economy, smart payments, RWA, and crypto infrastructure. The event will bring together industry leaders, innovative projects, top venture capitalists, and ecosystem builders. It aims to provide a forward-looking perspective for the industry, promoting the evolution from human-centric transactions to agent-driven economic activities, and exploring pathways and opportunities for constructing future smart economic systems. Additionally, ChainCatcher, as a media partner for the Hong Kong Web3 Carnival, will continue to deliver cutting-edge reports and in-depth insights for the industry.

FBI長官のカシュ・パテル氏に関連するデータ流出事件が話題となり、Pump.fun上でミームコイン詐欺の波が巻き起こっている。この機に乗じたトレーダーたちが数十種類のトークンを発行したが、それらは数時間のうちに急騰した後、90％以上も暴落した。

Riksbank Deputy Governor Martin Jansson stated that inflation can be tolerated within certain limits. According to Jin10, Jansson emphasized the importance of maintaining economic stability while allowing for some inflationary growth. He noted that the central bank is closely monitoring economic indicators to ensure that inflation remains within acceptable boundaries. Jansson's comments come amid ongoing discussions about monetary policy adjustments in response to changing economic conditions. The Riksbank continues to evaluate its strategies to support sustainable economic growth while managing inflationary pressures.

Key TakeawaysBitcoin hashrate fell ~6% following disruptions linked to Iran conflict.U.S. 5-year Treasury yields near 4% are pressuring Bitcoin demand.Robinhood (HOOD) dropped 16% in March amid declining crypto activity.Prediction market activity surged 2,800% YoY, highlighting shifting retail engagement.Bitcoin Price Stalls as Rising Yields Reduce DemandBitcoin ended the month near $67,000, showing limited momentum as rising U.S. Treasury yields weighed on risk assets.Yields on 5-year U.S. Treasurys climbed to around 4%, reflecting tighter financial conditions and reduced appetite for non-yielding assets like Bitcoin. Investors have increasingly shifted toward safer assets amid geopolitical uncertainty and inflation concerns.Bitcoin Hashrate Falls After Iran ConflictBitcoin’s network fundamentals were also impacted, with hashrate declining nearly 6% following military actions involving the U.S., Israel, and Iran.Iran is estimated to account for 6%–8% of global Bitcoin mining, with a significant portion linked to state-backed operations. Disruptions to energy infrastructure and shifting priorities toward defense have likely reduced mining output in the region.Crypto Trading Weakness Hits RobinhoodDeclining trading activity has weighed on crypto-linked equities.Shares of Robinhood fell 16% in March, extending a broader six-month decline of over 50%. The drop reflects weaker crypto trading volumes and reduced retail participation.The company has announced a $1.5 billion share buyback program in response, as it navigates falling transaction revenue and regulatory uncertainty across new business lines.Prediction Markets Surge as Retail Shifts ActivityWhile traditional crypto trading slowed, prediction markets saw significant growth.Platforms like Polymarket and Kalshi recorded 192 million transactions in March, marking a 24% monthly increase and a 2,800% surge year-over-year.However, the sector faces regulatory scrutiny in the U.S., with multiple states pursuing legal action over concerns related to gambling classification.Euro Stablecoins Gain Market ShareStablecoin trends also shifted during the month.Euro-denominated stablecoins accounted for 85% of non-USD stablecoin volume, reflecting growing institutional adoption and regulatory clarity under Europe’s MiCA framework.Strategy’s Bitcoin Holdings Turn NegativeStrategy’s Bitcoin holdings moved into an 11% unrealized loss, with an average purchase price of $75,669 compared to current levels near $67,800.Despite this, the company continued aggressive accumulation, purchasing over 40,000 BTC in March, reinforcing its long-term strategy.Macro and Geopolitics Dominate Crypto TrendsThe data highlights a market environment defined by:Rising yields and tighter liquidityGeopolitical disruption impacting mining and energyWeak retail participation but continued institutional accumulationBitcoin remains sensitive to macro conditions, with price action likely to stay range-bound unless yields decline or geopolitical risks ease.

The Houthis are contemplating joining Iran in the ongoing conflict, posing a potential threat to critical trade routes. Bloomberg posted on X, highlighting concerns over the strategic chokepoints that could be affected by this development. The involvement of the Houthis could exacerbate tensions in the region, impacting global trade and security. Experts warn that the escalation may lead to disruptions in the flow of goods, affecting economies worldwide. The situation remains fluid, with diplomatic efforts underway to prevent further destabilization.

Darius Moukhtarzade, a researcher at 21Shares, has proposed that new tokens should adopt more stable issuance models. According to NS3.AI, Moukhtarzade recommends that initial circulating supplies should exceed 20% to ensure stability. He also suggests that tokens should be connected to protocol revenue, governance, or AI agent incentives. Furthermore, transparent long-term vesting plans are advised to enhance the credibility and sustainability of these tokens.

米上院議員のビル・キャシディ氏とシンシア・ルミス氏は、「Mined in America Act（米国産ビットコイン採掘法）」を発表した。これは、米国の外国製ビットコイン採掘ハードウェアへの依存を断ち切り、国家戦略的ビットコイン備蓄の構築を加速させることを目的とした包括的な法案である。

多くの人にとって、ビットコインマイナーといえば、マイニングマシンを購入し、BTCを採掘し、価格の上昇を待つというイメージが依然として根強い。しかし実際には、大規模なBTCマイナーの多くが、積極的にAIインフラ企業との提携を進め始めている。

HashKeyの当期純損失は10億8,430万香港ドルとなった（2024年度：11億8,960万香港ドル）。

米国労働省は、401(k)プランに暗号資産やその他の代替投資を組み込みやすくする規則案を提示した。これにより、プラン管理者がリスクを適切に評価すれば、安全な法的枠組みが提供され、退職後の投資選択肢が広がる道が開かれることになる。

CEX、暗号資産、TradFi、暗号資産CEXは歴史の遺物となりつつある。金色財経によると、静かな種の交代がすでに始まっている。

『CLARITY法』と同様に、『米国マイニング法』の提出も、米国のデジタル主権戦略における重要な節目の一つである。

マイニング、マイナー、BTC、CoinShares 2026年レポート：ビットコイン・マイナーは最も厳しい局面に直面しているのか？ 金色財経、マイニング業界は現在、大規模な構造改革の真っ只中にある。

取引所、DEX、誰が裸で泳いでいるのか？暗号資産取引所の取引高の虚実と市場シェアに関する徹底調査　金色財経、暗号資産取引所の取引高は、この業界最大の嘘かもしれない。

KuCoinの運営会社であるPeken Global Limitedは、規制当局との和解に至り、50万ドルの罰金支払いに合意した結果、米国ユーザーへのサービス提供が禁止された。この命令により、同社が以前行った米国市場からの撤退が恒久的なものとなった。これに先立ち、同社は適切なライセンスなしに事業を行っていたとして、別の刑事事件で3億ドル近くを支払っていた。