2026年、エネルギーを正しいことに集中し、アルファではなくベータを追い求めよ。

Gold prices continue to trade with bullish momentum intact, supported by geopolitical risks and soft U.S. economic signals, but key events later this week could test the rally, according to analyst Giuseppe Dellamotta.Dellamotta said gold remains underpinned by persistent macro uncertainty, though Friday’s U.S. Non-Farm Payrolls (NFP) report represents a critical inflection point for near-term price direction.Non-Farm Payrolls seen as key test for goldWhile the previous U.S. jobs report raised credibility concerns due to disruptions linked to government shutdown issues, Dellamotta said the upcoming release should provide a clearer snapshot of labor market conditions.Stronger-than-expected NFP data could pressure gold prices, as it would likely delay expectations for near-term Federal Reserve rate cuts, prompting traders to unwind bullish positions.Weaker-than-expected data, by contrast, would reinforce the case for looser monetary policy and continue to support gold’s upside bias.“Strong data could trigger a meaningful correction, while weak data would keep the upward trend intact,” Dellamotta noted.Trump tariff ruling adds second layer of riskIn addition to the labor data, markets are also watching a potential legal development. The Supreme Court of the United States has designated Friday as an opinion release day, raising the possibility of a ruling on Donald Trump’s global tariff policies.Dellamotta outlined two scenarios:If the tariffs are overturned, reduced stagflation risk could weigh on gold prices as inflation fears ease.If the tariffs remain in place, the decision may not spark sharp volatility but would continue to provide underlying support for gold, given ongoing trade and inflation uncertainties.Outlook: bullish bias with event-driven riskOverall, Dellamotta said gold’s structural bullish trend remains intact, but warned that Friday’s dual catalysts — U.S. labor data and a potential tariff ruling — could drive heightened volatility.Until those risks are resolved, gold is likely to remain sensitive to shifts in rate expectations, inflation outlooks, and geopolitical headlines, with momentum favoring the upside unless materially strong U.S. data changes the policy narrative.

Stablecoins and Ethereum are set to become the most critical pieces of on-chain financial infrastructure in 2026, according to investor Yili Hua, who outlined the framework behind recent portfolio positioning in WLFI and Ether.In a post shared publicly, Hua described 2026 as the first true year of large-scale financial activity moving on-chain, arguing that stablecoins and Ethereum will form the foundational rails for this transition.On-chain finance enters a new phaseHua said the decision by WLFI to swap Bitcoin holdings into Ether reflects the same underlying thesis: that Ethereum is the settlement layer for on-chain finance, while stablecoins are the transactional medium.“Stablecoins and Ethereum are the most important infrastructure,” Hua wrote, adding that portfolio allocation decisions are increasingly driven by this structural view rather than short-term market cycles.Three long-term paths for USD1Hua outlined three potential growth paths for USD1, the stablecoin associated with WLFI, positioning it within the broader evolution of digital payments and financial infrastructure.1. Scale within the global stablecoin marketHua said USD1 could:Surpass $100 billion in supply in the near termExceed $1 trillion in the medium termUltimately capture a meaningful share of a projected $3 trillion global stablecoin market over the long run2. Integration with large Web2 platformsHua argued that USD1 is likely to partner with Web2 companies with hundreds of millions of active users, citing the advantages of stablecoin payments over traditional card networks.In his view, stablecoins offer:Faster settlementLower costsGlobal accessibility without legacy intermediariesSuch integrations could bring billions of users into blockchain-based payment systems.3. Core infrastructure for on-chain financial marketsLooking further ahead, Hua described a future tens-of-trillions-of-dollars on-chain financial market, where USD1 could emerge as a key infrastructure layer.He highlighted WLFI’s perceived strengths in:Brand recognitionRegulatory complianceEnterprise (ToB) servicesExisting user baseThese factors, he said, position USD1 to play a central role in on-chain finance at scale.Allocation rationale: ETH and WLFIHua concluded that this framework explains the strategy behind heavy allocation to ETH and a significant position in WLFI, framing both as infrastructure bets rather than speculative trades.As financial activity increasingly migrates on-chain, he said, assets tied directly to settlement, payments, and compliance-ready infrastructure are likely to benefit disproportionately.

LBank has officially launched its U.S. Stock Futures section, enabling users to trade major U.S. equities and ETFs using USDT, as crypto exchanges continue expanding into traditional financial markets.According to the announcement, the initial rollout includes more than 35 U.S. stock and ETF futures, spanning sectors such as technology, semiconductors, crypto-related equities, and index funds. Supported assets include Apple (AAPL), NVIDIA (NVDA), Tesla (TSLA), MicroStrategy (MSTR), as well as ETFs such as Invesco QQQ Trust (QQQ) and SPDR S&P 500 ETF Trust (SPY).Trading features and leverageThe U.S. Stock Futures section supports leverage of up to 20x, allowing users to gain exposure to U.S. equities without opening cross-border brokerage accounts or conducting foreign currency conversions.LBank said the platform enables 24/7 trading, removing traditional U.S. stock market opening and closing time constraints. Compared with traditional brokers, the exchange highlighted lower trading costs, continuous market access, and simplified participation for global users.Risk management and liquidityThe platform is supported by a multi-layered risk control system, including:Real-time risk monitoringMargin management mechanismsFund segregationLBank also relies on top-tier liquidity providers to support efficient trade execution and reduce slippage during periods of heightened volatility.Trading competition and fee discountsAlongside the product launch, LBank has kicked off a U.S. Stock Futures Trading Competition with a total prize pool of 50,000 USDT.During the event:Trading fees for 30 U.S. stock futures pairs are discounted by 50%Users can earn additional rewards by registering and actively trading futures productsStrategic expansion into TradFi assetsEric He, LBank Community Angel Officer and Risk Control Advisor, said the launch reflects evolving trader demand.“The needs of crypto traders have long transcended the boundaries of a single market,” He said. “The U.S. Stock Futures section allows users to directly capture opportunities in global capital markets on a familiar platform. This is a key step in connecting crypto and traditional finance.”He added that LBank plans to continue expanding into additional traditional financial asset classes, including foreign exchange and precious metals, to further build a comprehensive global trading ecosystem.

Binance has announced an update to how its Proof of Reserves (PoR) data is presented across individual assets, as part of its ongoing commitment to transparency and ensuring that all user assets remain fully backed on a 1:1 basis.The exchange emphasized that the update is presentation-focused only and does not affect the safety, availability, or withdrawal functionality of user funds.What is changing in Binance’s Proof of ReservesThe update adjusts the scope of net account balances included in Proof of Reserves calculations to more accurately reflect all account balances on the platform.Previously, PoR net balances did not include certain platform-owned assets, which could result in inflated reserve ratios being displayed. The revised methodology incorporates these balances to provide a clearer and more accurate picture of Binance’s 1:1 backing.Binance said the change is designed to:Avoid confusion around reserve ratiosBetter reflect the economic reality of full backingHelp users more clearly understand what “1:1 fully backed” means in the context of Proof of ReservesWhy the update was madeBinance said Proof of Reserves is a digital-asset-native verification framework and remains a relatively new standard across the industry. The updated presentation reflects feedback from:UsersIndustry partnersExternal expertsThe exchange added that it continues to refine how PoR information is displayed to improve clarity and alignment with best practices.No impact on asset safety or withdrawalsBinance stressed that the update does not change:Custody of user assetsOn-chain verifiabilityWithdrawal availability“All account assets on Binance are always fully backed and can be verified on-chain at any time,” the company said.How users can verify 1:1 backingProof of Reserves is designed to allow independent verification by users. Binance uses a Merkle Tree system, enabling users to cryptographically confirm that their balances are included in the platform’s reserves.Users can access detailed instructions on how to verify their assets through Binance’s Proof of Reserves landing page, including explanations of Merkle Tree mechanics and verification steps.Ongoing commitment to transparencyBinance reiterated its commitment to:Maintaining full 1:1 asset backingImproving transparency standardsContinuously refining PoR disclosuresThe exchange thanked users for their continued trust and said it remains focused on keeping user funds SAFU.

رفع مطوّرو Ethereum حدّ الـBlob للمرة الثانية خلال الأسابيع الأخيرة، في خطوة ستسمح بتجميع عدد أكبر من المعاملات عبر حلول الـRollups، ما يساهم في خفض تكلفتها. source: https://ar.cointelegraph.com/news/ethereum-blob-limit-raised-to-21-layer-2-cheaper?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound

The stock index giant announces a rethink on the classification of companies holding digital assets. source: https://atlas21.com/no-exclusion-for-bitcoin-treasury-companies-from-msci-indices/?utm_source=rss&utm_medium=rss&utm_campaign=no-exclusion-for-bitcoin-treasury-companies-from-msci-indices

A comprehensive breakdown of the 12 major trends that shaped Ethereum in 2025, turning it into the core infrastructure layer for global finance, identity and digital coordination. source: https://btcusa.com/ethereum-in-2025-12-trends-that-turned-the-network-into-the-foundation-of-digital-civilization/

بدا سعر سهم توسع للتخصيم المتداول في السوق المصري من خلال افضل منصات تداول الأسهم الي الإرتفاع من جديد، حيث شهدت جلسة يوم الثلاثاء الموافق 6\1\2026 تحرك إيجابي في أداء سهم شركة توسع للتخصيم، حيث أغلق السهم عند مستوى 2. 90 جنيه مصري، محققاً زيادة قدرها 0. 01 جنيه مصري بنسبة نمو بلغت 0. 35% source: https://www.tradersup.com/%d8%a3%d8%ae%d8%a8%d8%a7%d8%b1-%d8%a5%d9%82%d8%aa%d8%b5%d8%a7%d8%af%d9%8a%d8%a9/%d8%a3%d8%ae%d8%a8%d8%a7%d8%b1-%d8%a3%d8%b3%d9%87%d9%85-%d8%a7%d9%84%d8%aa%d8%af%d8%a7%d9%88%d9%84-%d8%a7%d9%84%d9%8a%d9%88%d9%85/%d9%81%d9%8a-%d8%a8%d9%88%d8%b1%d8%b5%d8%a9-%d9%85%d8%b5%d8%b1-%d9%8a%d8%b9%d9%88%d8%af-%d8%a5%d9%84%d9%8a-%d8%a7%d9%84%d8%b5%d8%b9%d9%88%d8%af-%d9%85%d9%86-%d8%ac%d8%af%d9%8a%d8%af/151144

リップルは、400億ドルの評価額で5億ドルの資金調達を行ったにもかかわらず、非公開企業としての地位を維持することを決定した。調達資金は買収と製品開発を通じた事業拡大に充てられる。同社は2025年に950億ドル以上の決済を処理し、シタデルやフォートレスといった主要投資家の支援を得て、ステーブルコインと機関向け暗号資産サービスを強化した。

According to ChainCatcher, Ethereum's second BPO hard fork has increased the blob limit to 21, which aims to enhance network scalability and reduce costs. This development is expected to improve the efficiency of the Ethereum network, making it more accessible and cost-effective for users.

قال الرئيس الأميركي Donald Trump إن الديمقراطيين سيعزلونه إذا فشل الجمهوريون في الفوز بانتخابات التجديد النصفي، وهو ما قد يعزز المعارضة لأجندته المتعلقة بسياسات العملات الرقمية. source: https://ar.cointelegraph.com/news/trump-impeached-republicans-lose-midterms?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound

2026年は、組織がブロックチェーンを大量に採用する重要な年となり、ステーブルコインが最下位かつ最大のブロックチェーンアプリケーションとなる。

モルガン・スタンレーのこの動きは何を意図しているのか？業界はどう考えているのか？その影響は？JPモルガンは暗号分野で他にどのような動きを見せているのか？

ソラーナ、"見えない税金 "についてのソラーナ ゴールデンファイナンス、誰があなたのソルを盗んでいるのか？

インドでは、45の国内プラットフォームと4つの海外プラットフォームを含む49の暗号通貨取引所をマネーロンダリング防止規則の下に置いた。金融情報機構はまた、登録を拒否した25のオフショア取引所をブロックし、非準拠のプラットフォームには総額₹28兆円の罰金が科された。

真のイノベーションとは、ゼロから車輪を発明することではなく、すでに存在する要素を組み替えて、実際に問題を解決する製品を生み出すことでもある。

暗号パンクが年を取ったら、ブロックチェーンやWeb3への熱狂はどこへ行くのだろうか？

2026年初頭、ビットコイン価格の急激なショックにより、暗号マーケットメーカーのウィンターミュートが再び脚光を浴びることになった。

香港の規制当局はサクソ・キャピタル・マーケッツに対し、プロの投資家のみが利用できるはずの32の複雑な暗号商品を個人顧客に取引させていたとして400万香港ドルの罰金を科した。違反は2018年から2022年にかけて行われ、その原因は内部統制の不備と、商品リスクと顧客知識のチェック漏れであった。