5月7日16時30分時点の人民元対米ドル相場は6.8015で取引を終え、前営業日比134ポイント上昇した。（金十）

Ethena、ステーブルコイン、Ethenaは本当に利益を上げているのか？ 金色財経、成長と利益が相反する業界の現実。

その日、米国の2つのブロックチェーンアーキテクチャにおいて、その違いはもはや「パブリック対プライベート」でも、「暗号資産対銀行」でもなく、「制御可能対制御不能」となった。

ZeJing Pharma announced on May 7 that its independently developed injectable human thyrotropin beta has achieved the primary endpoint in its Phase III clinical trial. According to Jin10, the study, titled 'Randomized, Open-label, Multicenter, Parallel-controlled Phase III Clinical Study on the Efficacy and Safety of Recombinant Human Thyrotropin in Postoperative Radioiodine Therapy for Differentiated Thyroid Cancer Patients,' demonstrated expected efficacy and safety results. The trial met the pre-set primary endpoint. The company plans to submit a Pre-BLA communication application to the CDE to actively advance the market approval process for this indication. Detailed data from the study will be presented at future international or domestic clinical academic conferences.

Tom Lee, in an interview with CNBC, expressed optimism about the U.S. stock market's potential for further growth despite reaching record highs. According to ChainCatcher, Lee highlighted that the valuation of leading stocks, particularly those related to AI and semiconductors, remains reasonable. He noted that the forward price-to-earnings ratio for semiconductor and tech leaders is approximately 22 times, which is significantly lower than the historical peak over the past 20 years. Lee emphasized that the demand in these sectors continues to grow explosively, suggesting there is still room for upward movement. He projected that the S&P 500 could reach 7,700 or higher by the end of the year.

South Korea's Ministry of Economy and Finance has announced plans to begin taxing virtual assets starting January 1 next year. According to ChainCatcher, this marks the first public statement by the ministry on the issue of virtual asset taxation. Under the current income tax law, income generated from the transfer or lending of virtual assets will be classified as 'other income.' A tax rate of 22% will apply to virtual asset income exceeding 2.5 million Korean won. This includes a 20% other income tax and a 2% local income tax. The taxation will affect approximately 13.26 million investors. Moon Kyung-ho, Director of the Income Tax Division at the Ministry of Economy and Finance, revealed that the National Tax Service is preparing relevant notices and has held multiple discussions with the country's five major virtual asset operators. A legislative notice is expected to be issued soon.

Stripe、パブリックチェーン、Stripeが独自にパブリックチェーンを構築した理由、金色財経、取引の全7層にわたるバリューチェーンを掌握。

The UK construction sector experienced a decline in April, with the Purchasing Managers' Index (PMI) dropping to 39.7. According to Jin10, this figure is below the expected 45.6 and matches the previous value of 45.6. The lower-than-anticipated PMI indicates a contraction in the construction industry, reflecting challenges faced by the sector during this period.

韓国政府は来年1月、予定通り暗号資産への課税を実施する。現在、国税庁は関連告示を策定中であり、近日中に公表し、立法予告を行う見通しだ。韓国財務省所得税課のムン・ギョンホ課長は、国税庁がUpbit、Bithumb、Coinone、Korbit、Gopaxといった主要5社の暗号資産事業者と、実務的な調整を数回にわたって行ってきたと述べた。現行の所得税法に基づき、来年1月1日から、暗号資産の譲渡または貸借による所得は「その他の所得」に分類され、250万ウォンを超える所得に対して22％の総合税率（所得税20％＋地方所得税2％）が課される。この政策の対象となる投資家は約1326万人と見込まれている。

Ark Invest, led by Cathie Wood, has recently made significant investments in Robinhood (HOOD). According to Odaily, Ark Invest's Director of Research, Nick Grous, stated on X that transaction revenue is inherently cyclical and heavily influenced by market conditions, suggesting that focusing solely on this data might overlook substantial changes. Robinhood's key focus is its subscription service, Robinhood Gold, which aims to deepen user engagement within its ecosystem. As of the first quarter of this year, the penetration rate of Gold services among funded users reached 15.8%, with 40% of new users opting for Gold upon registration. In the long term, the exclusive services offered by Gold are expected to create a stable and sustainable revenue base, less affected by market sentiment. This development is central to Robinhood's transformation from a brokerage platform to a 'financial super app,' although this process is still in its early stages. Last month, Robinhood's first-quarter earnings report fell short of market expectations, leading to a 13% drop in its stock price in a single day. Despite this, Ark Invest seized the opportunity to purchase over 550,000 shares of HOOD, investing approximately $39.7 million. These shares were added to Ark's flagship funds: ARKK, ARKW, and ARKF, where Robinhood now ranks among the top six holdings, accounting for about 3% of each fund.

バンク・オブ・アメリカは、スペースXとアンソロピックによる大規模な新規株式公開（IPO）により、投資家が資金を新規上場銘柄へとシフトさせることで、主要なハイテク株に圧力が掛かる可能性があると警告した。また、アンソロピックはスペースXとコンピューティング契約を締結し、22万台以上のNVIDIA製GPUを活用してAIモデル「クロード」の処理能力を拡張することになった。

Aptos is committing $50 million to advance its AI-driven financial infrastructure. According to NS3.AI, Aptos Foundation and Aptos Labs aim to develop a financial platform that offers improved compatibility with the current financial system.

On May 7, Jin10 reported that the Hong Kong Exchange is set to relaunch gold futures trading in the coming months, marking its fourth attempt since 1980. Previous efforts were hindered by low trading volumes and liquidity issues. According to Jin10, the Hong Kong Special Administrative Region government is addressing these challenges by enhancing the clearing system, expanding storage capacity, and implementing tax incentives. The aim is to establish a robust ecosystem for physical delivery and capture the untapped 'Asian gold pricing power.'

Maersk CEO Vincent Clerc has highlighted the significant impact of the ongoing conflict in Iran on global shipping costs. Bloomberg posted on X that Clerc stated the oil shock resulting from the war is increasing shipping expenses by approximately half a billion dollars each month. He emphasized that these rising costs should be passed on to customers to maintain operational stability. The conflict has disrupted oil supplies, leading to increased fuel prices and affecting the shipping industry worldwide. Clerc's comments underscore the broader economic implications of geopolitical tensions in the region.

今週、米国の現物ビットコイン上場投資信託（ETF）への資金流入が引き続き活発で、ビットコインが8万ドルの水準を回復したことを受け、2営業日で10億ドル近くの新規資金を集めた。

イーロン・マスク、サム・アルトマン、OpenAI、XAI――シリコンバレーで繰り広げられる世紀の法廷劇を現場から直撃：マスク対アルトマン、「最も嫌われている人物」は誰か？　金色財経――裏切り、貪欲、そして理想を巡る裁判。

イーロン・マスク、XAI、OpenAI、Anthropic、SpaceX――時価総額2300億ドルのXAIが5月6日に「消滅」 金色財経、マスクも「AIの売り手」になる。

マスクは最大の敵を徹底的に嫌がらせに成功し、Anthropicは待望の救世主を迎えた。

米国のCLARITY法第404条の本質は「利息の禁止」ではなく、誰がどのような方法で収益を上げられるかを定めることにある。銀行が勝ち取ったのは見出しであり、暗号資産業界が勝ち取ったのは条文そのものである。

FCAは、Visa、Mastercard、PayPalのデジタルウォレットに関する契約が英国における競争を制限している可能性があるかどうかについて、調査を開始した。一方、Mastercardは銀行や暗号資産企業と共同で、トークン化された米国債を用いたより迅速な越境決済を試験的に実施する別のパイロット事業にも参画している。