Grayscale's Chief Legal Officer, Craig Salm, highlighted a significant shift in the regulatory landscape for cryptocurrencies. Grayscale posted on X. Salm noted that the environment has transitioned from a negative stance characterized by enforcement to a more positive one focused on guidance and rule-making. He shared these insights during the Blockworks Digital Asset Summit.

The CoinDesk 20 index experienced a decline, trading at 1,912.59, marking a decrease of 2.4% or 47.98 points since 4 p.m. ET on Thursday. According to NS3.AI, nineteen out of the twenty assets in the index saw a downturn. Notably, Bitcoin Cash (BCH) was the only asset to rise, gaining 0.8%. In contrast, Aptos (APT) fell by 4.6%, and Aave (AAVE) decreased by 3.2%.

미국 30년 만기 국채 수익률이 4.986%로 상승하며 작년 9월 이후 최고치를 기록했다. (진시)

Key TakeawaysJapan’s 10-year government bond yield rises to 2.38%, highest since Jan. 20.30-year yield climbs to 3.71%, while 40-year reaches 3.925%.Rising yields signal tightening financial conditions and potential global spillover.Higher yields may pressure risk assets, including Bitcoin and the crypto market.Japanese government bond (JGB) yields climbed to multi-month highs across the curve, signaling tightening financial conditions and raising potential implications for global markets.The 10-year JGB yield rose to 2.38%, marking its highest level since Jan. 20. Longer-duration bonds also saw significant moves, with the 30-year yield reaching 3.71% and the 40-year yield rising to 3.925%.The rise in yields reflects ongoing adjustments in Japan’s monetary policy environment, as markets continue to price in reduced accommodation and higher long-term rates.Japan’s bond market plays a critical role in global liquidity conditions. Rising yields can influence capital flows, particularly as Japanese investors reassess overseas allocations and domestic returns become more attractive.For global risk assets, including cryptocurrencies, higher sovereign yields typically signal tighter financial conditions. This can reduce liquidity and increase pressure on assets such as Bitcoin, which have shown sensitivity to macro-driven capital flows.

Iran’s Islamic Revolutionary Guard Corps (IRGC) has claimed that the Strait of Hormuz has been closed, warning that any vessels passing through the critical shipping route will face “severe measures,” according to Iranian media reports cited by Reuters.The IRGC statement reportedly prohibits all vessels linked to “hostile allies and supporters of the U.S. and Israel” from transiting the channel. However, there has been no independent confirmation of a full closure or enforcement at the time of reporting.The Strait of Hormuz is one of the world’s most important oil transit chokepoints, handling a significant portion of global crude exports. Any disruption could have immediate implications for energy markets, with oil prices likely to rise on supply concerns. 

Crypto-related stocks in the U.S. are trading lower in pre-market hours, reflecting continued caution across digital asset markets.Shares of Coinbase declined 2.31%, leading losses among major crypto proxies. MicroStrategy fell 1.06%, while other crypto-linked equities including SBET (-0.46%) and BMNR (-0.15%) also moved lower.The weakness comes as Bitcoin trades near key levels around $70,000, with market structure still driven by macroeconomic uncertainty and geopolitical developments. 

Iran's Revolutionary Guard announced that since last night, Iranian forces have conducted destructive drone attacks on Israeli military support bases and transport centers in Tel Aviv, as well as military assembly points at Ben Gurion Airport. According to Odaily, the drone strikes aim to target specialized Israeli military units and disrupt enemy ground and air force preparation and support facilities. The attacks are expected to pose a sustained threat to enemy supply lines and directly impact Israel's rapid, secure, and large-scale transportation capabilities, ultimately affecting the regime's offensive operational capacity.

Brent crude oil climbed above $104 per barrel, gaining 2.78% intraday, as geopolitical tensions in the Middle East continue to drive volatility in global energy markets. 

실물 금융(RealFi)을 위해 설계된 기관급 고성능 병렬 Layer 1 퍼블릭 체인인 Pharos Network가 Circle과 파트너십을 체결했다고 발표했으며, 메인넷에 USDC와 크로스체인 전송 프로토콜인 CCTP를 도입할 예정이다. 이번 통합은 Pharos상의 RealFi 시장에 달러 결제 기능을 제공하고, CCTP를 통해 20개 이상의 주요 블록체인과의 네이티브 크로스체인 연결을 실현하기 위한 것이다. 파로스는 USDC를 실물자산(RWA), 디파이(DeFi) 및 글로벌 결제 시나리오의 핵심 결제 자산으로 활용할 계획이며, 동시에 파로스 네트워크가 최근 발표한 1,000만 달러 규모의 생태계 인큐베이션 프로그램과 연계하여 생태계 발전을 가속화할 예정이다.

Key TakeawaysJD Vance is expected to lead U.S. efforts in potential Iran peace talks.Vance has engaged in calls with Benjamin Netanyahu and indirect communication with Iran.His “anti-war” stance may position him as a more acceptable negotiator to Tehran.Ongoing conflict and uncertainty continue to weigh on global markets and risk sentiment.U.S. Vice President JD Vance is expected to take a leading role in potential peace negotiations with Iran, marking a significant shift in diplomatic efforts as the conflict enters a prolonged phase.According to reports, Vance has held multiple discussions with Israeli Prime Minister Benjamin Netanyahu and has been involved in indirect communications with Iranian officials. He is now positioned to act as the chief U.S. negotiator should formal talks begin.Sources indicate that Vance was skeptical of early projections about the conflict’s trajectory and expects hostilities to continue for several more weeks. His stance contrasts with earlier expectations of a shorter engagement.White House officials cited Vance’s senior role and his consistent opposition to prolonged overseas conflicts as factors that could make him a more credible interlocutor for Iran. Previous negotiation efforts led by other U.S. figures had failed to produce a resolution.Reports also suggest internal tensions, with some concerns that Vance’s approach may be viewed as less aggressive, though Israeli officials have denied any attempt to sideline him.For markets, the development adds another layer of uncertainty. Progress toward negotiations could ease geopolitical risk and support risk assets, while continued delays or escalation may sustain pressure on oil prices, inflation expectations, and crypto market sentiment.

『지침』의 발표로 미국의 암호화폐 규제는 새로운 국면으로 접어들었다.

미국이 50개 주를 하나의 워싱턴으로 대체하기로 결정하면서, AI 창업가들에게는 더 넓은 문이 열렸지만, 그 문 열쇠를 누가 쥐고 있는지 아무도 그들에게 알려주지 않았다.

스페이스X는 전례 없는 IPO 방안을 통해 월가의 전통적인 인수 논리를 재편하고 있다.

뉴욕 남부 연방 법원이 “직접적인 연관성을 입증하지 못했다”는 이유로 바이낸스를 상대로 제기된 ‘테러 지원’ 소송을 기각했을 때, 이 사건의 의미는 단순한 판결문 한 장을 훨씬 뛰어넘는 것이었다.

Claude, Claude 활용 가이드 - 골든 파이낸스, Claude의 능력은 이미 단순한 채팅을 넘어섰습니다.

일론 머스크가 이끄는 X가 암호화폐 분야에서 풍부한 경험을 갖춘 디자이너 벤지 테일러를 새로운 디자인 총괄로 영입했다. 테일러는 이전에 Aave Labs와 코인베이스의 Base에서 제품 및 디자인 부문을 이끌었으며, 암호화폐 및 금융 상품에 대한 깊은 전문성을 X에 가져오게 되었다.

테더(Tether)의 자금 조달 계획 중단, 전면적인 감사 착수, 그리고 ‘CLARITY 법안’ 최신 초안의 추진은 모두 스테이블코인 시장의 ‘규제 준수 경쟁’이 점점 더 치열해질 것임을 시사한다.

규제, SEC, CFTC, CLARITY 법안, 시장 붕괴 속에서 규제 당국이 마침내 해답을 내놓았다. 골든파이낸스, 명확성은 비용이 들지 않지만, 영구적인 시행을 위해서는 상원의 승인이 필요하다.

코인베이스와 베터 홈은 구매자가 암호화폐를 매도하지 않고도 비트코인이나 USDC를 계약금으로 담보로 활용할 수 있는 주택담보대출 상품을 출시합니다. 이 대출 상품은 패니메이의 보증을 받으며, 일반적인 대출 조건을 따르며, 60일 동안 상환을 연체할 경우에만 암호화폐가 위험에 처하게 됩니다.

본 논문은 전 세계 주요 사법 관할 구역을 연구 대상으로 삼아, 중간선거 변수가 실물자산(RWA) 정책의 탄력성에 미치는 영향을 체계적으로 평가하였다.