Japan's Finance Minister Satuki Katayama has announced plans to draft an 11-day transition budget. According to Jin10, the budget will allocate 800 billion yen from reserve funds to provide subsidies for gasoline. This move aims to address the rising fuel costs and support consumers during the transition period. The decision reflects Japan's ongoing efforts to stabilize the economy and mitigate the impact of fluctuating energy prices.

According to Jin10, Iranian media outlet Fars News Agency reported on March 24 that the United States and Israel conducted attacks on two energy infrastructure sites in Iran. The incidents occurred in central Isfahan and southwestern Khorramshahr. The report stated that a natural gas company building and a gas pressure reduction station in Isfahan were targeted, resulting in damage to some facilities and nearby residences. Additionally, a gas pipeline at the Khorramshahr power plant was also attacked, though no casualties were reported.

Key TakeawaysBitcoin rose to ~$71,700, but Binance spot volumes fell to ~$52B in March, the lowest since September 2023.The rally appears driven by liquidations, with over $44M in short positions wiped out in one hour.Open interest dropped ~4% (9,700 BTC), signaling position closures rather than new bullish bets.Coinbase premium remained negative, pointing to weak US spot demand.Bitcoin briefly climbed above $71,700 during the U.S. trading session, but the move lacked strong spot market support, raising doubts about the sustainability of the rally.Data shows that Bitcoin spot volumes on Binance have fallen to their lowest levels since Q3 2023. March volumes are tracking around $52 billion, significantly below the $88 billion recorded in September, highlighting reduced participation and demand.Exchange flow data confirms the slowdown. Binance recorded $6.38 billion in seven-day flows, while Coinbase saw $5.14 billion. The decline in Binance activity suggests weaker retail and offshore participation, while relatively stable Coinbase flows indicate continued involvement from longer-term investors.Despite the muted demand, large-holder behavior points to rising volatility risks. Whale inflow momentum surged to 74.3, one of the highest readings on record, signaling increased transfers to exchanges and potential hedging activity.The price move itself appears driven by derivatives dynamics rather than fresh capital inflows.Bitcoin’s rally followed geopolitical headlines related to a potential de-escalation in Iran, but derivatives data shows declining leverage. Aggregated open interest fell by roughly 9,700 BTC, or 4%, during the rally, indicating traders were closing positions instead of opening new ones.At the same time, Binance recorded more than $44 million in short liquidations within one hour, suggesting a short squeeze helped push prices higher.Spot demand remained weak throughout. The Coinbase premium stayed negative, indicating limited buying pressure from U.S. investors.The combination of falling open interest, elevated liquidations, and weak spot volumes suggests Bitcoin’s move above $71,000 was largely news-driven and mechanically fueled, rather than supported by strong market conviction.

The latest weekly analysis of the insurance sector provides insights into the core layers of marine insurance and guidelines for researching marine premiums in statutory financials. FactSet posted on X, highlighting the importance of understanding the structure and components of marine insurance premiums. The analysis focuses on the top U.S.-based writers of marine insurance by premium, offering a detailed examination of the industry's financial aspects. This information is crucial for stakeholders looking to navigate the complexities of marine insurance and make informed decisions based on statutory financial data.

U.S. Treasury yields initially rose before declining, reaching their highest level in over six months earlier in the day. According to Ming Pao, the yield spread of U.S. Treasury bonds showed varied developments. Meanwhile, the Golden Dragon Index and major U.S. stock indices saw upward movement. The Dow Jones Industrial Average recorded its largest increase in a month, while the S&P 500 and Nasdaq Composite achieved their biggest gains in ten months and nearly four months, respectively.

토큰, 인공지능, AI 에이전트, ‘토큰 소진’이 KPI로 지정되자 한 개발자가 한 달 만에 15만 위안을 써버렸다. 골든파이낸스, 비용은 회사가 부담한다.

Key TakeawaysBitcoin trades around $70,600 after a 4% rebound, but futures premiums remain weak at ~2%, below the 4–8% neutral range.Options markets price just a 20% probability of BTC reaching $80K by April 24, signaling low bullish conviction.Macro pressure persists as oil volatility, inflation risks, and Federal Reserve policy weigh on risk assets.Stablecoin premium at 1.3% indicates neutral demand, with no strong spot buying activity.Bitcoin is struggling to break above $70,000 as derivatives data and macro conditions continue to suppress bullish sentiment across the crypto market.BTC briefly jumped 4% to around $70,600 following headlines that U.S. President Donald Trump may pursue de-escalation in the Iran conflict. The move coincided with a 14% drop in oil prices to $85 per barrel and a 3% rise in S&P 500 futures, highlighting Bitcoin’s sensitivity to geopolitical developments.However, the rally failed to shift positioning in derivatives markets.Bitcoin’s 2-month futures premium remains near 2% annualized, well below the typical 4%–8% range seen in neutral conditions. The subdued premium signals weak demand for leveraged long exposure and a lack of conviction among traders, even after recent attempts to reclaim higher levels.Options data reinforces the cautious outlook. The $80,000 call option expiring April 24 is pricing in only a 20% chance of Bitcoin reaching that level, an unusually low probability for a 13% upside move in crypto markets.Macro factors remain a key headwind. Elevated oil prices and persistent inflation concerns are reducing expectations for aggressive Federal Reserve rate cuts, keeping capital in fixed-income assets and limiting flows into crypto.On the spot side, demand also appears muted. USD stablecoins are trading at a 1.3% premium versus the Chinese yuan, within neutral levels and below thresholds typically associated with strong buying pressure. The broader market backdrop remains fragile following months of volatility and large-scale liquidations, including a $19 billion wipeout that damaged market confidence.Unless oil prices fall toward $75 and macro conditions improve, Bitcoin may continue to consolidate below $70,000, with traders waiting for stronger catalysts before increasing bullish exposure.

Japan's March composite Purchasing Managers' Index (PMI) has decreased to 52.5, down from the previous reading of 53.9. According to Jin10, this decline indicates a slowdown in the country's economic activity compared to the previous month. The PMI is a key indicator of economic health, reflecting the performance of the manufacturing and services sectors. A reading above 50 suggests expansion, while below 50 indicates contraction. The latest figures suggest that while Japan's economy continues to grow, the pace has moderated.

Key takeawaysStrategy plans to raise $44.1 billion to fund additional Bitcoin purchases.Funding includes $21B in common stock, $21B in STRC preferred shares, and $2.1B in STRK offerings.The company has already added ~90,000 BTC in 2026, bringing total holdings to 762,099 BTC.Strategy is increasingly using dividend-paying preferred stock to scale its Bitcoin treasury strategy.Strategy Expands Capital Plan to Buy More BitcoinStrategy, led by Bitcoin advocate Michael Saylor, is ramping up its accumulation strategy with plans to raise up to $44.1 billion through multiple capital programs.According to a recent filing with the U.S. Securities and Exchange Commission, the company intends to:Raise $21 billion via sales of its common stock (MSTR)Raise another $21 billion through its perpetual preferred stock STRC (Stretch)Issue up to $2.1 billion in additional preferred shares under STRK (Strike)The capital will be deployed primarily to purchase more Bitcoin, reinforcing Strategy’s position as the largest corporate BTC holder.Shift Toward Preferred Stock FundingStrategy is increasingly relying on perpetual preferred shares as a key funding mechanism.Products like STRC and STRK:Offer monthly dividend yields to investorsAllow Strategy to raise capital without diluting common shareholders as aggressivelyProvide indirect exposure to Bitcoin for institutional investorsThe company is also using at-the-market (ATM) programs, enabling it to sell shares gradually into the market rather than relying on large, one-time funding rounds.Aggressive Bitcoin Accumulation ContinuesStrategy has accelerated its Bitcoin buying in 2026.Recent purchases include:1,031 BTC (~$76.6 million) in the latest acquisition17,994 BTC (March 9)22,337 BTC (March 16)In total, the firm has added nearly 90,000 BTC in the first three months of the year, bringing its holdings to 762,099 BTC, valued at roughly $54 billion.Market Context and Strategy OutlookDespite Bitcoin trading significantly below its all-time high, Strategy continues to double down on its long-term thesis.The company is currently carrying a modest unrealized loss of around 6.3%, but remains committed to expanding its exposure.By combining equity issuance with yield-bearing instruments, Strategy is positioning itself to scale Bitcoin accumulation while attracting income-focused investors, further blurring the line between traditional finance and crypto treasury strategies.

블랙록(BlackRock)의 래리 핑크(Larry Fink) CEO는 연례 서한에서 전 세계 인구의 절반이 휴대폰에 디지털 지갑을 보유하고 있으며, 토큰화는 금융 시스템 인프라를 혁신함으로써 투자 상품의 발행, 거래 및 접근을 용이하게 하여 디지털 지갑을 투자 도구로 전환할 수 있다고 밝혔다. 한편, 미국 증권거래위원회(SEC)는 지난주 나스닥(Nasdaq)의 토큰화 주식 거래 시범 프로젝트 개시를 승인했다. 나스닥은 또한 디지털 자산 기업 탈로스(Talos)와 제휴를 맺고, 기관 투자자들이 토큰화된 담보물을 활용할 수 있도록 하는 것을 목표로 하고 있다. 블랙록은 현재 규모 면에서 가장 큰 현물 비트코인 ETF를 운용 중이다. 래리 핑크는 지난해 토큰화를 투자 분야의 우편 서비스에서 이메일로의 전환에 비유한 바 있으며, 올해는 토큰화가 가져오는 투자 접근성과 규모 확대에 초점을 맞추고 있다.

공식 발표에 따르면, Polymarket의 추천 프로그램은 베타 테스트 단계에서 거래량이 1만 달러를 초과하는 모든 트레이더로 확대되었습니다. 자격 요건을 충족하는 사용자는 자신이 추천한 신규 사용자의 거래량에 비례하여 보상을 받을 수 있습니다. 앞서 전해진 소식에 따르면, Polymarket은 이번 주 월요일에 토큰 발행이나 자금 조달과 관련된 중대한 소식을 발표할 예정입니다.

골든파이낸스가 암호화폐 및 블록체인 업계 아침 뉴스레터 《골든 모닝 8시》 3005호를 발행하며, 가장 최신의 디지털 화폐 및 블록체인 업계 소식을 전해드립니다.

국내 결제 수단의 보급으로 인해 기존 송금 비용은 크게 절감되었으며, 현재 비용은 주로 국내 결제 단계에서 발생하는데, 이는 바로 스테이블코인이 피할 수 없는 부분이다.

골든파이낸스가 《골든 Web3.0 데일리》를 출시하여, MEME, DeFi, DAO, NFT 및 메타버스 업계의 최신 소식을 가장 빠르게 전해드립니다.

지난 몇 달과 몇 주 동안 RWA 사이클은 암호화폐 업계에서 가장 화제가 되는 주제 중 하나가 되었습니다.

전쟁과 인플레이션은 본래 금의 가장 든든한 동맹이어야 했지만, 이번에는 금이 투자자들을 완전히 실망시켰다.

SaaS, AI 에이전트, AI 에이전트는 SaaS를 무너뜨릴 수 없다 – 골든 파이낸스, 진정한 경쟁 우위는 데이터의 독창성에 있다.

복잡한 경제 및 정치 환경 속에서, 연방준비제도(Fed)는 수십 년 만에 가장 복잡하고 변수가 많은 권력 이양을 앞두고 있다.

금, 금값은 등락을 거듭하고 있지만 누군가는 그 규칙을 다시 쓰고 있다. 골든파이낸스, 현물 금값은 올해 들어 기록한 상승폭을 거의 모두 반납했다.

금, 43년 만에 최대 주간 하락폭 기록… 왜 안전자산이 가장 먼저 무너졌나? 골든파이낸스, 금의 급락은 단발성 사건이 아니다.