ブラックロックのストラテジストは、中東紛争が世界経済の成長に与える影響は「抑制される可能性がある」との見方から、米国株に対する「オーバーウェイト」の見解を再開した。数週間前、中東紛争の激化を受けてリスクを下方修正し、中立スタンスに転じた後、ブラックロック・インベストメント・インスティテュートの責任者であるジャン・ボワヴァン氏が率いるストラテジストチームは、現地時間月曜日のレポートで、ホルムズ海峡を通る船舶航行の再開や、戦争による経済への影響が限定的であるという兆候など、「リスクエクスポージャーを拡大する2つのシグナル」に注目し続けてきたと述べた。同チームは、「これら2つの点において進展が見られている」とし、近時の停戦は「極めて重要」であり、再び戦争に突入するハードルは「高い」と述べた。ブラックロックはまた、間近に迫った決算シーズンにも言及した。「紛争期間中であっても、企業の利益予想は上昇しており、その一因はAI（人工知能）関連のテーマにある」。米国株式市場については、「中東紛争が世界経済の成長に与える影響は管理可能な範囲であり、特にテクノロジーセクターにおける堅調な利益予想も相まって、我々はリスク選好を維持する」と述べた。

The FBI, in collaboration with its partners, conducted an operation in Texas this morning, resulting in the detention of a suspect linked to last Friday's attack on the home of OpenAI CEO Sam Altman. According to Jin10, the operation marks a significant development in the investigation into the incident, which had raised concerns about the safety of prominent figures in the tech industry. The FBI has not released further details about the suspect or the motive behind the attack. The investigation is ongoing as authorities work to ensure the security of tech leaders and their families.

Former CFTC Chair Chris Giancarlo has announced his retirement from law to focus on his new role as a corporate advisor in the crypto and tech sectors. According to NS3.AI, Giancarlo shared on X that he will be advising founders, CEOs, and boards in fintech and digital assets. He plans to continue his involvement in public policy research and nonprofit activities, leveraging his extensive experience in the industry.

Director of National Intelligence Tulsi Gabbard has declassified transcripts from closed-door sessions held in 2019 concerning U.S. President Donald Trump's first impeachment. According to NS3.AI, these records detail briefings with Michael Atkinson, the then-Intelligence Community Inspector General, regarding a whistleblower complaint. The transcripts include allegations of undisclosed partisan affiliations and previous interactions with staff from the Schiff committee.

Oracle's stock experienced an 11% increase on Monday after the company revealed new AI enhancements for utilities. According to NS3.AI, Wall Street analysts maintain a Strong Buy consensus on Oracle, with an average price target of $245.11, suggesting a potential upside of 69.98% for ORCL.

Active addresses for USDT and USDC on the Ethereum network have declined to their lowest level in 2026, according to Santiment. This decrease is commonly observed during extended periods of market stagnation, where prices remain within a narrow range. According to NS3.AI, such trends often indicate a lack of significant market movement or investor activity.

Polymarket has estimated a 59% probability that U.S. President Donald Trump will sign a crypto-related bill this year. According to NS3.AI, this prediction pertains to legislation associated with the Crypto Market Structure Act, commonly referred to as CLARITY.

U.S. stocks ended the trading session on a positive note, with the Nasdaq Composite leading the gains by rising 1.23%. According to NS3.AI, the S&P 500 also saw an increase of 1.02%, while the Dow Jones Industrial Average climbed 0.63%. These gains reflect a positive sentiment in the market, contributing to an overall upward trend in major indices.

BlackRock strategists have reinstated their overweight position on U.S. stocks, citing the manageable impact of the Middle East conflict on global economic growth. According to Jin10, the team, led by Jean Boivin from the BlackRock Investment Institute, had previously adopted a neutral stance due to escalating tensions in the region. In a report released on Monday, they noted that they have been monitoring two key signals indicating increased risk exposure: the resumption of shipping through the Strait of Hormuz and signs that the war's economic impact is limited. They stated, "We have seen progress in both areas," emphasizing the importance of the recent ceasefire and the high threshold for returning to conflict. BlackRock also highlighted the upcoming earnings season, noting that corporate profit expectations have risen even during the conflict, partly driven by AI themes. Regarding U.S. stocks, BlackRock remarked, "The impact of the Middle East conflict on global growth is controllable, coupled with strong earnings expectations—especially in the tech sector—allowing us to maintain our risk appetite."

Zambia has announced a three-month suspension of fuel taxes, a move expected to result in a revenue loss of approximately $100 million. Bloomberg posted on X, highlighting the government's decision aimed at protecting consumers from escalating oil prices, which have been influenced by the ongoing conflict in Iran. The suspension is part of a broader strategy to mitigate the economic impact on citizens as global oil markets react to geopolitical tensions. Zambia's government is closely monitoring the situation and exploring additional measures to stabilize the domestic economy.

「AIエージェントがどのように自律的に支出を行うか」をめぐるプロトコル標準の争いは、もはや避けられないものとなっている。

「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。

TAOの強気論の根拠は、ゲーム理論上の奇跡が実現すると信じることに依存している。しかし、暗号資産業界において、このような奇跡が過去に起こらなかったわけではない。

暗号資産ストラテジストのマーク・モス氏は先日、ポッドキャスト番組『When Shift Happens』に出演し、ビットコインの価格が2050年には4500万ドルに達すると指摘した。

北京時間4月13日午前、オンチェーン監視プラットフォームから相次いでアラートが発せられた。イーサリアムネットワーク上のPolkadotブリッジ資産に異常な増発が見られたという。

イランとホルムズ海峡は、世界的な第3世代フィンテックの新たな舞台となるのだろうか？

暗号資産エコシステムの未来は極めて明るいものであり、一時的な暗雲や低迷期など、このエコシステムや資産の本質や潜在力を覆い隠すことは到底できない。

これはもはや分散化の精神をめぐる議論ではなく、資産の流動性を巡る強制的な駆け引きである。

OpenAI、人工知能、オルトマンの豪邸が48時間で2度の襲撃を受ける　反AIの怒りが世界中に広がる　金色財経、AIに反対する人々は、一体何に反対しているのか？

ある日、自分のステーブルコインが突然送金できなくなったり、出金できなくなったり、何の説明もなしに凍結されたりしたとしたら――その瞬間、あなたは初めて気づくでしょう。自分が自分のものだと思っていたお金が、実は本当に自分のものではないかもしれないと。