Anthropic은 이렇게 말합니다. “하네스 엔지니어링은 사라질 것이며, 매니지드 에이전트의 시대가 도래할 것이다.”

Asia's bond market is experiencing renewed momentum as borrowers seize opportunities amid improved risk sentiment following the US-Iran ceasefire. Bloomberg posted on X, highlighting the surge in activity as investors respond to the geopolitical developments. The ceasefire has alleviated some of the uncertainties that previously weighed on the market, encouraging borrowers to take advantage of favorable conditions. This shift in sentiment is reflected in increased issuance and investor interest across the region. Analysts suggest that the current environment may continue to support bond market growth, provided geopolitical tensions remain subdued. The developments underscore the interconnectedness of global events and regional financial markets, with Asia's bond market poised to benefit from the easing of international tensions.

Macquarie stated in a stock research report on April 9 that fuel prices in Southeast Asia have significantly increased and are unlikely to return to pre-Iran conflict levels in the short term. According to Jin10, the firm remains optimistic about energy-related industries, including alternatives like crude palm oil, while advising against non-essential consumer goods, hotels, and leisure sectors. Macquarie noted that after a substantial rise in oil prices, it typically takes about six months for consumer inflation to show a significant increase. The report also mentioned that energy subsidies in Malaysia and Indonesia might temporarily mitigate the negative impact on consumers.

Poland is anticipated to keep its interest rates steady following a significant drop in energy costs. Bloomberg posted on X that the decrease in energy prices comes as a result of a two-week ceasefire in the US-led conflict in Iran. This development has alleviated fears of a resurgence in inflation, influencing Poland's monetary policy decision. The ceasefire has contributed to stabilizing the energy market, providing relief to consumers and policymakers alike. As Poland assesses the economic landscape, the focus remains on maintaining stability and preventing inflationary pressures.

Visa has announced the launch of a new platform aimed at advancing AI-driven commerce, marking a significant step in the agentic AI payments landscape. According to Cointelegraph, the platform, named Intelligent Commerce Connect, was unveiled on Wednesday and is designed to facilitate businesses' participation in AI-driven transactions. The platform is described as a network, protocol, and 'token vault-agnostic on-ramp' for AI agent builders and merchants, enabling AI agents to browse, select, and pay for goods on behalf of consumers. The system offers a universal platform for agentic AI payments, allowing secure payment initiation, tokenization, spend controls, and authentication through a single integration via the Visa Acceptance Platform. This development positions Visa alongside crypto networks like Ethereum, Tron, and Solana, as well as fintech firms, which are also exploring ways for AI agents to conduct online payments for consumers. Intelligent Commerce Connect supports both Visa and non-Visa card payments and is compatible with major AI agent protocols. It also facilitates the discovery of merchant catalogs within AI platforms, ensuring tokenization, spend controls, authentication, and PCI compliance through one integration on the Visa Acceptance Platform. Currently, the system is in its pilot phase with select partners, with a broader rollout anticipated in 2026. This initiative is not Visa's first venture into agentic AI payments. In March, the company introduced an experimental product called 'Visa CLI,' which allowed AI agents to make same-day payments. In a related development, AI fintech firm Nevermined has integrated with Visa’s Intelligent Commerce using Coinbase’s x402 protocol. This integration enables AI agents to autonomously purchase digital goods and services. Users can enroll their Visa card and set spending rules, allowing AI agents to transact independently within those parameters, while merchants receive payments through their existing processors. Erik Reppel, the creator of the x402 protocol, highlighted that it provides an open standard for agents to request payments programmatically, demonstrating how secure card infrastructure can facilitate real commercial transactions between AI agents and merchants. The x402 protocol has processed $24 million in transactional volume over the past 30 days, showcasing its growing adoption and potential in the AI payments sector.

The recent surge in oil prices, coupled with currency depreciation and increased capital outflow risks, has raised concerns about a potential repeat of the 1997 Asian financial crisis. According to Jin10, these developments have also heightened inflation expectations across the region. However, economists suggest that the similarities to the past crisis may be superficial. They argue that the current economic conditions and financial systems in Asia are more robust and better equipped to handle such challenges compared to the situation in 1997. Despite the alarming indicators, experts believe that the region's improved economic fundamentals and regulatory frameworks could mitigate the risks of a similar financial upheaval.

U.S. Vice President Donald Trump has expressed support for Hungarian Prime Minister Viktor Orban by promoting a vision of peaceful nationalism during his visit to Hungary. Bloomberg posted on X, highlighting the vice president's message, which contrasts sharply with the ongoing conflict in Iran. The advocacy for nationalism comes at a time when global tensions are heightened, raising questions about the feasibility of such an approach in the current geopolitical climate. Critics argue that the situation in Iran undermines the viability of peaceful nationalism, as international conflicts continue to pose significant challenges. The vice president's remarks aim to strengthen diplomatic ties with Hungary, emphasizing shared values and mutual interests. However, the backdrop of the Iran war presents a complex scenario for implementing nationalist policies focused on peace.

On April 9, Hong Kong's Hang Seng Index experienced a pullback following a significant rise of nearly 800 points the previous day. According to Jin10, the index opened over 100 points lower in the morning and briefly fell more than 200 points to reach 25,653.63 points before recovering slightly. By midday, the Hang Seng Index closed down 0.35% at 25,803.12 points, while the Hang Seng Tech Index fell 1.26% to 4,861.39 points. The total market turnover for the Hang Seng Index reached HKD 126.652 billion. In terms of sector performance, optical communication and computing infrastructure stocks led gains, while the innovative drug concept saw a brief surge in early trading. However, most technology stocks underwent a correction, with real estate and gold stocks experiencing notable declines. Among individual stocks, Yangtze Optical Fibre and Cable Joint Stock Limited Company (06869.HK) rose 3.2%, WuXi AppTec Co., Ltd. (02359.HK) increased by 3.53%, Kingdee International Software Group Company Limited (00268.HK) fell 5.49%, Kuaishou Technology (01024.HK) dropped 3.55%, and Longfor Group Holdings Limited (00960.HK) decreased by 4.07%.

Onchain Lens의 모니터링에 따르면, 부탄 왕실 정부는 약 2,267만 달러 상당의 BTC 319.7개를 두 개의 지갑으로 이체했다. 이 중 하나는 새로운 주소로, 거래소와 관련이 있는 것으로 추정되며, 다른 하나는 이전에 OKX나 Galaxy Digital을 통해 자금을 이체하거나 매도하는 데 사용된 바 있다.

The European Commission is set to revise its economic growth forecast for this year downward, according to Valdis Dombrovskis, Executive Vice President of the European Commission. According to Jin10, Dombrovskis highlighted the need for adjustments in light of current economic conditions. The decision reflects ongoing challenges within the European economy, necessitating a reassessment of growth expectations. This move comes amid broader economic uncertainties affecting the region.

U.S. Treasury Secretary Besant has called on Congress to swiftly pass the CLARITY Act to establish a clear regulatory framework for digital assets. According to Foresight News, the global market value of digital assets has fluctuated between $2 trillion and $3 trillion over the past year, with approximately one-sixth of Americans holding some form of digital asset. The application of blockchain technology in payments, settlements, and physical asset exchanges continues to expand. Cryptocurrencies are no longer niche experiments but are widely adopted technologies globally. The United States must take proactive measures to continue leading in the establishment of rules in this field.

블록 용량이 확대되고 거래 비용이 감소함에 따라, 퍼블릭 체인 네트워크 간 경쟁의 핵심이 비용에서 전문적인 분업으로 옮겨가고 있다. 주요 L1 퍼블릭 체인들은 자체 아키텍처의 강점을 바탕으로 다양한 시나리오의 요구를 충족시키고 있다.

이란은 2026년 3월 중순부터 암호화폐를 호르무즈 해협 통행료 결제 수단으로 도입하기 시작했으며, 이는 한 국가가 주요 해상 요충지에서 암호화폐 인프라를 주권적 수입 창출 수단으로 활용한 첫 사례이다.

이란은 호르무즈 해협에 대한 지배권을 확립하기 위해 신속히 움직이고 있으며, 미국과의 임시 휴전 합의가 이루어진 지 불과 며칠 만에 유조선 대상 비트코인 기반 통행료 시스템을 공개했다. 이는 지정학적 이해관계와 암호화폐 기술을 결합한 대담한 행보다.

3월 암호화폐 카드 거래액은 6억 700만 달러를 기록하며 전년 동기 대비 3배 이상 증가했으며, USDT는 여전히 가장 많이 사용되는 스테이블코인으로 자리매김했다.

1년이나 걸려 문체 분석을 통해 살아있는 한 사람을 지목한 뒤, 이미 죽어서 부인할 수 없는 그 사람은 외면했다. 이것은 조사가 아니라, 인터뷰할 수 있는 용의자를 골라낸 것에 불과하다.

현재 시장은 Circle을 금리에 민감한 머니마켓 펀드로 간주하고 있는데, 이는 본질적으로 연방기금 금리가 블록체인에 반영될 것이라는 기대에 기반한 것으로, 이러한 포지셔닝은 해당 기업의 사업적 가치를 과소평가하고 있다.

골든파이낸스가 암호화폐 및 블록체인 업계 아침 뉴스레터 《골든 모닝 8시》 3021호를 발행하며, 가장 최신의 암호화폐 및 블록체인 업계 소식을 전해드립니다.

오늘날 DeFi가 직면한 가장 큰 위협은 시장 상황이나 유동성뿐만이 아니며, 보안 측면에서도 단순히 코드 취약점을 방어하는 것만으로는 부족합니다. 왜냐하면 스파이가 바로 우리 곁에 숨어 있을 수도 있기 때문입니다.

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