Circle has released its financial results for the first quarter of the 2026 fiscal year. According to ChainCatcher, the data reveals that by the end of the quarter, the circulation of USDC reached $77 billion, marking a 28% increase year-over-year. Additionally, USDC's on-chain transaction volume soared to $21.5 trillion, reflecting a 263% growth compared to the previous year. The financial report also indicates that Circle's total revenue and reserve income for the first quarter amounted to $694 million, a 20% increase from the previous year. The adjusted EBITDA was reported at $151 million, up by 24%, while net profit stood at $55 million, showing a 15% decline year-over-year. Furthermore, Circle disclosed that its ARC Token presale raised $222 million, with a fully diluted valuation of $3 billion. Notable investors in this round included a16z crypto, BlackRock, and ARK Invest. The company also announced the launch of its 'Agent Stack' infrastructure, designed for AI agent scenarios, which includes products like Agent Wallets and Agent Marketplace to support USDC-based AI agent payments and commercial activities.

Circle has successfully completed the presale of its Arc token, raising $222 million, according to Foresight News. The fully diluted network valuation is approximately $3 billion. Leading the investment with $75 million was a16z, with participation from BlackRock, Apollo Funds, Intercontinental Exchange (ICE), SBI Group, Janus Henderson, Standard Chartered Ventures, General Catalyst, Marshall Wace, ARK Invest, IDG Capital, Haun Ventures, and Bullish. Circle will receive 25% of Arc's initial supply of 10 billion tokens to operate validator infrastructure and earn staking rewards. Sixty percent of the tokens will be allocated to network builders and users, while the remaining 15% will be placed in long-term reserves.

KKR's largest private-credit fund, primarily held by individual investors, experienced a significant $560 million loss in the first quarter due to an increasing number of loan defaults. Wall Street Journal (Markets) posted on X that this development highlights the challenges faced by private-credit funds as economic conditions fluctuate. The fund, which has been a popular choice among individual investors seeking higher yields, has been impacted by the financial instability of several borrowers. The rise in defaults has raised concerns about the resilience of private-credit markets, especially as interest rates and economic uncertainties continue to affect borrowers' ability to meet their obligations. KKR's fund, which has been a key player in the private-credit sector, is now navigating the complexities of managing distressed loans while maintaining investor confidence. This situation underscores the broader risks associated with private-credit investments, which have grown in popularity as investors search for alternatives to traditional fixed-income assets. As the economic landscape evolves, private-credit funds may face increased scrutiny and pressure to adapt to changing market conditions.

Google's parent company is making significant strides in its bid to surpass Nvidia as the world's largest company. Bloomberg posted on X, highlighting the competitive landscape between these tech giants. The rivalry underscores the dynamic nature of the technology sector, where companies are constantly vying for dominance. As both firms continue to innovate and expand their market influence, the competition for the top spot remains intense. The outcome of this corporate contest could have far-reaching implications for the industry and investors alike.

OpenAI has initiated contact with the European Commission, according to a spokesperson from the EU Commission. The discussions are focused on potential next steps that could be taken in collaboration with the organization.

2026年第1四半期のトークン化の現状：11大分類・593件の資産、3200億規模のトークン化市場は、まだ「新聞がインターネットに掲載される段階」にある。今後、どのように進化していくのだろうか？

先週末、Renegade.fiのArbitrumベースのダークプールにおける脆弱性を悪用したホワイトハットハッカーが、同プロトコルがオンチェーンで報奨金の提示を公表してからわずか45分後に、盗んだ暗号資産約19万ドルを返還した。

イーロン・マスク、暗号資産市場、史上最高額の費用がかかった中間選挙の背後にいる億万長者たち。金財、各界の富豪たちが政界での発言権を争う中、暗号資産業界の勢力もひそかにその一翼を担っている。

英国のオリンピック短距離走者CJ・ウジャは、被害者を騙して仮想通貨の保有資産にアクセスし、資金を引き出すために使用されるウォレットのシードフレーズを譲り受けさせたとされるなりすまし詐欺を含む、英国における大規模な仮想通貨詐欺捜査の一環として起訴された。

誰もが確実性を追い求めている時こそ、一見不確実に見える長期的な方向性に賭けることが、往々にして最大のアルファを生み出す。

Crypto.comのUAE現地法人は、UAE中央銀行から「プリペイド決済サービス（Stored Value Facilities）」のライセンスを取得した。これにより、同社は同国で規制対象の決済サービスにおいてこのレベルの認可を取得した初の暗号資産企業となった。このライセンスにより、Crypto.comのシステムを通じてドバイ政府への手数料を暗号資産で支払うことが可能となり、すべての取引は中央銀行の規則に基づき、UAEディルハムまたは承認されたステーブルコインで決済される。

デジタル画像の氾濫は、必ずしも実物の芸術的価値を損なうものではなく、むしろ実体のある媒体を持ち、社会的価値に裏打ちされたコレクションや、オフラインでの芸術イベントの希少性を高める可能性さえある。

OpenAIの従業員数百人が、約66億ドル相当の株式を売却し、長年にわたり保有していた株式を初めて現金化した。この売却は、OpenAIの企業価値が4,000億ドルから5,000億ドルの間で推移する中、同社がIPOの可能性に備え、事業拡大を進めている状況で行われた。

市場にはコイン発行ツールはいくらでもあるが、メカニズムを設計できる天才的な開発者が不足している。

マクロ経済の混乱の中、資金がかつてない規模でAI関連のストーリーに集中している。