Citadel Securities and the Blockchain Association have presented differing views in their submissions to the U.S. Securities and Exchange Commission (SEC) regarding the regulation of tokenized equities. According to NS3.AI, the market for tokenized equities was valued at $946 million in March. Citadel Securities has advocated for maintaining tokenized stock trading within the current definitions of intermediaries, emphasizing the importance of existing regulatory frameworks. In contrast, the Blockchain Association has argued that this approach could mistakenly categorize infrastructure providers as intermediaries, potentially stifling innovation in the sector. The debate highlights the ongoing discussion about how best to regulate emerging financial technologies while balancing innovation and investor protection.

Web3 security platform Immunefi has announced on the X platform that the DeFi protocol Alchemix has relaunched its bug bounty program based on its latest v3 contracts. According to ChainCatcher, the program offers a maximum reward of $300,000. The initiative aims to encourage security researchers to review the new version of the contract code and identify potential vulnerabilities in advance, thereby enhancing the overall security of the protocol. Immunefi stated that this is a critical window for auditing the relevant code and participating in the bounty program.

Oil prices have increased following reports of an explosion on Iran's Kharg Island. According to Odaily, U.S. President Donald Trump stated in a press conference on Monday that if Iran fails to meet the demands by 8 p.m. Eastern Time, the U.S. might destroy all bridges to Iran's power plants within four hours. This escalation could potentially lead to a surge in energy prices. Additionally, The Wall Street Journal reported that negotiators are pessimistic about Iran meeting Trump's demands to allow ships free passage through the Strait of Hormuz. Despite this, oil prices have not fluctuated significantly, possibly indicating market skepticism about Trump's adherence to his deadline. AJ Bell analyst Dan Coatsworth noted that either Washington or Tehran might concede, potentially causing a significant stock market rebound and a drop in energy prices. However, he also mentioned a third possibility: the deadline could be extended, leading to another period of market uncertainty as both sides' next moves are anticipated.

Cardano has partnered with venture capital firm Draper Dragon to launch the Orion Fund, targeting a total of $80 million for investment in native and integrated Cardano projects. According to Odaily, the fund aims to focus on Real-World Assets (RWA) and institutional-grade DeFi to enhance Cardano's Total Value Locked (TVL) and on-chain activity. Managed by Draper Dragon, the Cardano Foundation will provide ecological and technical support as the constitutional manager. Additionally, through Arouet Holdings, a portion of the fund's returns will be redirected to the Cardano treasury.

암호화폐 헤지펀드 스플릿 캐피털(Split Capital)이 해산 및 단계적 폐쇄를 발표했으며, 설립자 자히르 에브티카르(Zaheer Ebtikar)는 스테이블코인 스타트업 플라즈마(Plasma)에 최고전략책임자(CSO)로 합류해 스테이블코인 분야로 진출한다고 밝혔다. 자히르 에브티카르는 해당 펀드가 2024년과 2025년에 각각 약 100%와 20%의 수익률을 기록했음에도 불구하고, 암호화폐 헤지펀드의 비즈니스 모델이 점차 효력을 잃어가고 있다고 판단했다. 비트코인 현물 ETF 등의 상품이 출시됨에 따라 기관 투자자들은 전통적인 금융 상품을 통해 암호화폐 자산에 노출되는 것을 선호하게 되었고, 이는 헤지펀드의 경쟁 우위를 약화시켰다고 설명했다. (Fortune)

Key TakeawaysAnthropic annualized revenue exceeds $30 billion, up from $9B in 2025.Signs multi-year TPU compute agreements with Google and Broadcom.Several gigawatts of next-gen TPU capacity secured starting in 2027.Move reflects intensifying AI infrastructure race among major tech firms.Anthropic Revenue Triples as AI Adoption AcceleratesAnthropic reported that its annualized revenue has surpassed $30 billion, marking a sharp increase from approximately $9 billion at the end of 2025.The growth reflects accelerating demand for its Claude AI models, as enterprise and developer adoption continues to expand rapidly.TPU Agreements Secure Long-Term Compute CapacityTo support future growth, Anthropic announced agreements with Google and Broadcom to secure several gigawatts of next-generation TPU (Tensor Processing Unit) compute capacity.The infrastructure is expected to come online starting in 2027 and will be used to train and operate future versions of Claude.The scale of the agreement highlights the increasing importance of dedicated AI hardware in sustaining model performance and scaling capabilities.AI Infrastructure Becomes Strategic BattlegroundThe deal underscores a broader shift in the AI industry, where access to compute power is becoming a key competitive advantage.Major AI developers are racing to secure long-term infrastructure agreements as demand for training and inference capacity continues to rise.Google’s TPU ecosystem and Broadcom’s semiconductor capabilities position them as critical suppliers in this expanding market.Market Implications: Compute as the New BottleneckThe rapid growth in Anthropic’s revenue and infrastructure commitments signals:Rising enterprise demand for AI servicesIncreasing capital intensity in AI developmentGrowing importance of hardware partnershipsAs AI adoption scales, compute availability is emerging as a primary constraint, shaping competition across the sector.Scaling AI Through InfrastructureAnthropic’s expansion reflects a broader trend of vertical integration between AI developers and infrastructure providers.With multi-year compute secured, the company is positioning itself to scale next-generation models while maintaining competitive performance in an increasingly crowded AI landscape.The development highlights how compute capacity is becoming a core driver of growth and differentiation in the AI industry.

On April 7, a senior national security correspondent from Fox News reported that the recent strike on Harg Island was carried out solely by the United States, not Israel. According to BlockBeats, a senior U.S. official stated, 'This is a signal to the Iranians.' U.S. military sources indicated that if Iran's railway were targeted, it would not be the work of the U.S. military.

Digital asset investment products experienced a net inflow of approximately $224 million last week, according to BlockBeats. This comes as market sentiment showed a slight improvement. However, stronger-than-expected retail sales data and more hawkish interest rate expectations led to a minor outflow later in the week. Regionally, Switzerland led with inflows of around $157.5 million, followed by Germany and Canada with $27.7 million and $11.2 million, respectively. The United States saw inflows of approximately $27.5 million. European investors were the primary drivers of this week's inflows, marking a significant shift from previous weeks when U.S. products dominated. In terms of asset distribution, Bitcoin saw inflows of about $107.3 million, improving from a poor start to the month, although the net outflow for the month still stands at $145 million. Short Bitcoin products recorded inflows of $16 million, the highest since mid-November 2025, indicating continued polarization in market views. Solana attracted approximately $34.9 million, maintaining stable inflows that account for 10% of its assets under management this year. Meanwhile, Ethereum continued to lag, with a net outflow of $52.8 million last week, as investors are still processing the negative impact of the Clarity Act.

The U.S. military has targeted military sites on Kharg Island, according to a U.S. official, as Iran evaluates four potential strategies to reopen its stock market. According to NS3.AI, the head of the Iranian Securities and Exchange Organization outlined options ranging from maintaining fund trading under current conditions to halting all trading if hostilities intensify. Meanwhile, Argus Media data indicates that Urals crude at Port of Primorsk reached $116.05 per barrel on April 2, nearly double the $59 average projected in Russia's budget for this year. The Iranian stock market has been suspended since March 1.

카르다노 재단 공식 웹사이트에 따르면, 카르다노와 벤처 캐피털 회사 드레이퍼 드래곤(Draper Dragon)은 오리온 펀드(Orion Fund, Draper Dragon Ecosystem Fund)를 출범한다고 발표했다. 목표 규모는 8,000만 달러이며, 카르다노의 네이티브 및 통합 프로젝트에 투자하여 리얼 월드 자산(RWA)과 기관급 디파이(DeFi) 분야에 중점을 둠으로써 카르다노의 TVL(총 예치 가치)과 온체인 활성도를 높이는 것을 목표로 한다. 이 펀드는 드레이퍼 드래곤이 운용하며, 카르다노 재단은 헌법상 관리 주체로서 생태계 및 기술 지원을 제공하고, 소유자가 없는 법인인 아루에트 홀딩스(Arouet Holdings)를 통해 수익의 일부를 카르다노 국고로 환원할 예정이다. 드레이퍼 대학교(Draper University)는 액셀러레이터 파트너로서 창업 지원 및 인재 양성을 담당한다. 이 펀드는 UTXO 모델을 활용해 비트코인의 유동성과 카르다노의 기능성을 연결하는 프로젝트를 우선적으로 지원할 예정이며, 공개 KPI 대시보드와 분기별 생태계 원탁 회의를 통해 투명성과 커뮤니티 감시를 강화할 것이다.

지난 일주일 동안 암호화폐 업계는 한 가지 신호에 계속해서 긴장해 왔는데, 바로 비트코인의 양자 하드웨어 장벽을 뚫었다는 소식이 전해진 직후 급락세를 겪었기 때문이다.

인공지능, 과대평가된 개인: 중국 ‘1인 기업’의 생존 가이드 골든파이낸스, 자동화는 하나의 길이지만 유일한 길은 아니다.

점점 더 많은 프로젝트가 생계를 유지하기가 어려워지면서, 2026년은 암호화폐 기업들에게 좋은 한 해가 아니었습니다.

이란, JP모건, JP모건: 이란 정세에 대해 투자자들이 저지르는 두 가지 오판, 골든파이낸스, 주식 시장의 표면적인 평온함 아래에서 시스템적 위험이 심각하게 과소평가되고 있다.

단기적인 투기 열풍에 의존하는 프로젝트들은 시장에서 하나둘씩 도태되고 있으며, 시장 수요에 부합하고 실제로 실행 가능한 프로젝트만이 생존할 수 있는 기회를 얻게 될 것이다.

스테이블코인이 국경 간 결제 시장을 잠식하고 있는 가운데, 한 홍콩 상장사가 이미 그 기반을 마련해 두었다.

한국과 프랑스의 중앙은행은 스테이블코인과 중앙은행 디지털 화폐(CBDC)와 같은 디지털 자산이 결제 및 통화 정책에 미치는 영향을 논의하기 위해 서울에서 이틀간의 세미나를 개최했다.

하비에르 밀레이 아르헨티나 대통령은 리브라 프로젝트와의 연관성을 부인해 왔음에도 불구하고, 자신과 해당 프로젝트를 연결 짓는 새로운 증거가 발견되면서 다시금 세간의 주목을 받고 있다.

Bitget Wallet은 아시아 태평양 전역에서 QR 코드 기반 암호화폐 결제 서비스를 출시하여, 사용자들이 자체 관리 지갑에서 직접 USDT 및 USDC와 같은 스테이블코인으로 현지 가맹점에서 결제할 수 있게 되었습니다.

오픈AI는 인공지능으로 인한 중대한 경제적 변화에 대비할 것을 각국 정부에 촉구하며, 이로 인해 고용 시장이 혼란에 빠지고 부가 특정 계층에 집중될 수 있다고 경고했다. 또한 인공지능으로 창출된 이익을 국민이 함께 누릴 수 있도록 자동화된 노동에 세금을 부과하고, 공공 부유 기금을 조성하며, 주 4일 근무제를 시범 운영하는 등의 새로운 정책을 제안했다.