Ether (ETH) has shown resilience by maintaining a price above $2,300, distancing itself from the March 29 low of $1,940. According to Cointelegraph, this recent rally has led to an increase in ETH futures open interest, reaching $25.4 billion, signaling a rise in demand for leveraged positions. This movement suggests a potential shift in momentum for ETH bulls after several weeks of unsuccessful attempts to reclaim the $2,400 level. Despite the positive price movement, the ETH perpetual futures funding rate has struggled to remain above 5% since Friday, indicating a lack of confidence among bulls. The metric has dipped below 0% multiple times, reflecting an excess demand for bearish leveraged positions. Under neutral conditions, the indicator should range between 5% and 10% to compensate for the cost of capital. Nevertheless, the recent rally to $2,350 appears to be supported by spot demand, as evidenced by US-listed Ether spot exchange-traded funds (ETFs) accumulating $248 million in net inflows over the past 10 days. Additionally, Bitmine Immersion announced the acquisition of $312 million worth of ETH, now holding 4.87 million ETH. However, Bitmine’s ETH holdings are trading 13% below their acquisition cost, and US-listed Ether ETF assets under management have decreased to $13.7 billion from $20.5 billion three months ago. Ether's inability to reclaim the $2,400 mark coincides with the S&P 500 index reaching a new all-time high. Part of the reduced investor appetite for cryptocurrencies can be attributed to declining activity in decentralized applications (DApps). The 2026 bear market has negatively impacted various sectors, including memecoin token launch platforms, synthetic derivatives trading, and decentralized exchanges. Ethereum's weekly DApps revenue has dropped to $11 million per week, down from $24 million in early February. Investors are questioning whether ETH is well-positioned to capture future demand for DApps, given the rise of competing blockchains like Hyperliquid and Plasma. Despite increased demand for ETH futures, derivatives metrics have not turned bullish. Contributing factors include losses in Ethereum strategic reserve companies and heightened competition in the DApps industry. The primary reason for accumulating ETH remains the expectation of higher on-chain processing demand and the burn mechanism, which incentivizes long-term holding.

Stablecoin Development Corporation (SDEV), backed by Tether, has successfully completed a $134 million private placement. According to NS3.AI, the funds raised are primarily aimed at increasing SDEV's holdings in SKY tokens. Currently, SDEV possesses approximately 2.15 billion SKY tokens, which accounts for about 9.15% of the total supply.

Federal Reserve official Moussalem has indicated that interest rates might need to remain within the current range of 3.50% to 3.75% for an extended period. According to NS3.AI, this stance is due to elevated oil prices, which could maintain core inflation around 3% by the end of the year. Moussalem also highlighted potential risks of rising inflation and projected that economic growth could decelerate to between 1.5% and 2% this year.

U.S. Treasury Secretary Bessent announced that Kevin Warsh is set to face a hearing on the 21st of this month, potentially paving the way for him to assume the role of Federal Reserve Chair as planned. According to NS3.AI, Bessent praised Warsh as an outstanding candidate for the position. She also noted that Republican members of the Senate Finance Committee are in agreement with this assessment.

The SPDR Gold Trust, the world's largest gold exchange-traded fund (ETF), has reported an increase in its holdings. According to Jin10, the fund's holdings rose by 2.285 tons, bringing the current total to 1,051.763 tons. This increase reflects ongoing interest and investment in gold as a precious metal.

Nicholas Anthony, a research fellow at the Cato Institute, has highlighted the complexities of U.S. capital gains rules for Bitcoin users. According to NS3.AI, Anthony explained that individuals who make daily purchases with Bitcoin, such as buying coffee, could end up filing over 100 pages of tax paperwork by the end of the year. Each Bitcoin transaction must be reported on IRS Form 8949 and Schedule D. Anthony also noted the Virtual Currency Tax Fairness Act's proposed $200 exemption as a potential solution to simplify the reporting process.

Tron's latest proposal has stirred debate within the cryptocurrency community, as it suggests measures that could impact dissenters significantly. According to CoinDesk, the Tron founder has stated that those who oppose the proposal may face token lockups and be excluded from voting processes. This has raised concerns among participants who fear that such actions could undermine the democratic principles of the blockchain ecosystem. The project, however, defends the proposal, arguing that it is designed to align all participants for the long-term success of Tron. The intention is to create a cohesive environment where stakeholders are incentivized to work towards common goals. Despite these assurances, the proposal has sparked a heated discussion about governance and the balance between authority and community input in blockchain projects. As the debate continues, the Tron community is closely watching how these proposed changes will unfold and what implications they might have for the future of the network.

Iran is contemplating permitting ships to navigate freely on the Omani side of the Strait of Hormuz, provided an agreement is reached to prevent further conflicts. According to Odaily, a source familiar with Tehran's stance revealed that this proposal is part of Iran's negotiation strategy. Iran intends to maintain control over its waters in the Strait, while Oman will manage its side independently. The source did not clarify whether Iran would agree to remove any mines it might have placed in the area or if all vessels, including those linked to Israel, would be granted free passage. The proposal's success hinges on Washington's willingness to meet Tehran's demands, which is crucial for any progress on the Strait of Hormuz issue.

ロイター通信によると、テヘランの立場に詳しい情報筋は、紛争の再発を回避するための合意が成立すれば、イランはホルムズ海峡のオマーン側において、船舶が攻撃のリスクにさらされることなく自由に航行することを認める可能性があると述べた。この構想はすでにイランの交渉案に盛り込まれている。イランはホルムズ海峡の自国側水域に対する支配権を維持し続ける一方、オマーンは自国側水域の事務を独自に決定することになる。同情報筋は、イランが同水域に敷設した可能性のある機雷の撤去に同意するか、あるいは（イスラエルと関係のある船舶を含む）すべての船舶の自由な通行が許可されるかについては言及しなかった。同情報筋はさらに、この提案はワシントンがテヘランの要求を満たす用意があるかどうかにかかっており、これがホルムズ海峡問題におけるいかなる進展も実現するための鍵となる条件であると付け加えた。

スイス中央銀行のシュライゲル総裁は現地時間水曜日、スイスのインフレ見通しには「かなり高い」不確実性が存在し、中東紛争の影響がインフレの二次的波及効果を引き起こすかどうかを注視する必要があると述べた。シュライゲル総裁は、中東紛争に起因するエネルギーコストの上昇は、供給ショックに該当する可能性が高いと指摘した。「しかし、二次的な影響については非常に注意深く観察しなければならない。もし二次的な影響の兆候やインフレの過度な上昇が見られた場合、各国の中央銀行は早期かつ断固とした措置を講じるべきだ」とシュライゲル氏は述べた。シュライゲル氏は、スイス中央銀行が3月に下した最新の金融政策決定を振り返り、当時、同銀行は政策金利をゼロ水準に据え置くと同時に、今年のインフレ見通しを0.5％へと小幅に上方修正したことを指摘した。また、スイス中央銀行の最新予測によれば、インフレ率は2028年まで0％から2％の目標範囲内に収まるとの見通しを示した。「しかし、現時点ではこのインフレ予測に対する不確実性がかなり高いことは明らかだ。したがって、中東紛争を踏まえ、我々は外国為替市場への介入意欲を高めている」とシュライゲル氏は述べた。

ステーブルコイン、RWA、USDS、Morpho、オンチェーン・トレジャリーの運用メカニズム、市場構造とリスク分析　金色財経：トレジャリーは急速に、オンチェーン資産管理の中核的な構成要素および抽象化レイヤーとなりつつある。

「金色財経」は『金色Web3.0日報』を発行し、MEME、DeFi、DAO、NFT、メタバース業界の最新ニュースをいち早くお届けします。

HYPEを基盤とするデジタル資産戦略（DAT）企業を例に挙げ、なぜDATにおける資産選定がそのデジタル資産戦略の持続可能性を左右するのかについて考察する。

AIエージェントがアイデンティティや決済、認証を必要とする際、ブロックチェーンはそれらのオペレーティングシステムとなりつつある。

Anthropic、OpenAI、IPO――IPOを控えたOpenAIとAnthropicは、互いに争いを続けようとしている。金色財経。この追いかけっこと相互攻撃の渦の中で、誰が漁夫の利を得ているのだろうか？

2026年4月に入り、登場からわずか2ヶ月のOpenClaw（通称「ロブスター」）に、早くもライバルが現れた。Hermes Agentは数週間にわたりGitHubのトレンドランキングで首位を維持し、2万2000スターを獲得した。

OpenAIを解雇されたある元社員は、12ヶ月足らずの間に2億2500万ドルの投資を55億ドルへと増やした。彼が賭けた分野は、ウォール街の一般的な認識からはほぼ完全に外れた領域であった。

香港、ステーブルコイン、HSBCや証券会社が相次いで参入　香港のステーブルコインは次の段階へ　金色財経、香港はステーブルコインをめぐり、相次いでいくつかの重要なシグナルを発している。

テザーにとって、監査契約の締結はあくまで出発点に過ぎず、最終報告書の公表時期、どのような準備金の詳細が明らかにされるか、監査意見に無保留の意見が付くかどうかといった要素は、依然として乗り越えるべき課題となっている。

人工知能、AI時代の「PayPalギャング」――インターン仲間から億万長者へ。金色財経、「なるほど、やっぱり数学のオリンピックを勉強すべきだな」。