John DiFucci of Guggenheim has expressed that Microsoft's fiscal third quarter could yield mixed results ahead of the company's earnings report on April 29. According to NS3.AI, DiFucci has maintained a price target of $586 for Microsoft (MSFT). He noted that Wall Street's expectations for Azure's constant-currency growth, projected at 37%–38%, might be overly optimistic, despite the generally positive sentiment among analysts.

Iran is expected to soon submit a revised peace proposal, according to Odaily. This information comes from unnamed sources familiar with the matter.

폴리마켓(Polymarket)은 주요 거래소를 미국에 진출시킬 계획이며, 현재 미국 상품선물거래위원회(CFTC)의 승인을 기다리고 있다.

JPMorgan CEO Jamie Dimon has expressed confidence in the stability of the U.S. economy. According to NS3.AI, Dimon stated that he is not concerned about the current economic conditions in the United States. His remarks come amid ongoing discussions about economic growth and potential challenges facing the financial sector. Dimon's perspective offers reassurance to investors and stakeholders who are closely monitoring economic indicators and market trends.

일론 머스크가 캘리포니아주 오클랜드 연방 법원에 도착해 OpenAI를 상대로 제기한 소송과 관련해 개시 진술을 했다.

Key Takeaways US spot Bitcoin ETFs recorded $263 million in net outflows on Monday, ending a nine-day inflow streak that had drawn $2.1 billion since April 13Fidelity's FBTC led outflows at $150 million, followed by GBTC at $47 million and ARKB at $43 million; BlackRock's IBIT and Morgan Stanley's MSBT recorded flat flowsSpot Ether ETFs posted $50.5 million in outflows; XRP and Solana ETFs recorded zero inflowsThe Crypto Fear & Greed Index briefly touched "Neutral" at 47 on Monday -- its first neutral reading in three months -- before flipping back to "Fear" on TuesdayStrategy has purchased 56,235 BTC in April while global ETFs added 34,552 BTC, collectively absorbing nearly eight times the estimated 11,829 BTC mined this monthCryptoQuant analyst XWIN Japan attributes Bitcoin's sharp decline to a "classic liquidity event" driven by forced liquidations of leveraged long positions rather than spot supply-demand imbalance US spot Bitcoin ETFs ended a nine-day inflow streak on Monday, recording $263 million in net outflows as Bitcoin failed to reclaim $80,000 and slipped below $77,000, erasing a brief moment of optimism that had seen the Crypto Fear & Greed Index touch neutral territory for the first time in three months. The outflows mark the first net negative day for Bitcoin ETFs since mid-April, interrupting a streak that had accumulated $2.1 billion in inflows as Bitcoin climbed approximately 10% from its April 13 lows, per CoinGecko data. Fidelity Leads the Retreat Fidelity's Wise Origin Bitcoin Fund accounted for the bulk of Monday's outflows at $150 million, per Farside data. The Grayscale Bitcoin Trust followed with approximately $47 million in redemptions, and ARK 21Shares' ARKB saw $43 million exit. BlackRock's iShares Bitcoin Trust and the Morgan Stanley Bitcoin Trust ETF -- both of which had posted multi-day inflow streaks -- recorded flat flows rather than outflows, suggesting the selling was concentrated rather than broad-based. Negative sentiment extended beyond Bitcoin. Spot Ether ETFs posted $50.5 million in outflows on Monday, while XRP and Solana ETFs recorded zero inflows -- a sharp contrast to the sustained multi-asset demand seen during the nine-day streak. Sentiment Flips Back to Fear The ETF outflows coincided with a notable sentiment reversal. The Crypto Fear & Greed Index climbed to 47 on Monday, entering neutral territory for the first time since late January and briefly signaling a meaningful recovery in investor confidence. By Tuesday, with Bitcoin unable to hold above $80,000 and sliding further, the index had flipped back into fear -- a rapid sentiment reversal that underscores the fragility of the current market psychology. Leverage, Not Spot, Drove the Drop CryptoQuant analyst XWIN Japan offered a structural explanation for Bitcoin's sharp decline, arguing the move was not driven by a spot supply-demand imbalance but by a "classic liquidity event" -- forced liquidations of leveraged long positions cascading through derivatives markets as Bitcoin rejected the $80,000 level. The analysis aligns with earlier CryptoQuant commentary warning that a rejection at $80,000 would signal significant overhead supply at that level, potentially extending the drawdown for both ETF investors and short-term whales who accumulated during the April recovery. Institutional Demand Still Dwarfs Supply Despite the ETF outflow day, the broader April accumulation picture remains structurally bullish. Strategy has purchased 56,235 BTC in April alone, while global ETFs added a further 34,552 BTC on behalf of clients over the same period. Combined institutional absorption totals approximately 90,787 BTC -- nearly eight times the estimated 11,829 BTC mined so far this month, per HODL15Capital data. The supply absorption dynamic remains intact even as short-term leveraged positions are being flushed out. The week's defining catalysts -- the Fed decision Wednesday and megacap tech earnings from Alphabet, Microsoft, Amazon, Meta, and Apple -- will determine whether Monday's ETF outflows represent a temporary pause in institutional demand or the beginning of a more sustained reversal in flows.

소식통에 따르면, 이란은 조만간 수정된 평화안을 제출할 것으로 예상된다. (진시)

Key Takeaways Bitcoin has fallen to approximately $75,000, down from a $79,399 high on Monday, marking its third rejection near $79,000 in eight sessionsBrent crude extended its rally to a seventh consecutive day, breaking above $109 per barrel as Iran's Hormuz deal proposal failed to advance over the weekendThe UAE's exit from OPEC effective May 1 adds a new dimension to the global oil supply picture, with analysts split on near-term price implicationsCryptoQuant founder Ki Young-Ju argues the $79,000 push was primarily short-squeeze driven rather than spot demand, leaving the market vulnerable to reversalGalaxy Digital's Mike Novogratz counters that US retail has returned alongside institutional capital, with Santiment data showing whales accumulating over 40,000 BTC in two weeksThe Fed decision Wednesday and megacap tech earnings from Alphabet, Microsoft, Amazon, Meta, and Apple are the week's defining catalysts Bitcoin has retreated to approximately $75,000 after its third rejection near $79,000 in eight sessions, with the move lower accelerating Tuesday as Brent crude broke above $109 per barrel, the UAE announced its withdrawal from OPEC, and Iran's latest Hormuz deal proposal failed to gain traction with the White House. The cryptocurrency had climbed to $79,399 on Monday before reversing throughout the day. By Tuesday morning it was trading at $76,923, down 2.4% over 24 hours, before extending losses toward $75,000 as the geopolitical and energy market picture darkened further. Ether fell 3.7% to $2,290, XRP slipped 3.2% to $1.39, Solana dropped 3.9% to $84.10, and BNB declined 1.8% to $625. Every top 10 token closed red over the past 24 hours with the exception of TRON and Dogecoin. Hormuz Standoff Drives Oil to New Highs Brent crude rose 1% to above $109 per barrel on Tuesday, extending a seven-day rally as Iran's interim proposal to reopen the Strait of Hormuz failed to advance over the weekend. The White House confirmed US officials are reviewing the latest Iranian proposal but maintained firm red lines on any deal to end the eight-week conflict. The sustained oil price surge is keeping inflation expectations elevated and tightening the macro conditions for risk assets globally. The UAE's surprise announcement of its withdrawal from OPEC and OPEC+ effective May 1 added further complexity to the energy market picture. While analysts broadly view the exit as a medium-term bearish signal for oil -- freeing Abu Dhabi to raise production independently -- the immediate market reaction has been overshadowed by the ongoing Hormuz disruption and geopolitical uncertainty. Two Readings of the Bitcoin Tape Analysts are sharply divided on what drove Bitcoin's push toward $79,000 and what the rejection means for the near-term outlook. Mike Novogratz of Galaxy Digital argued in a note that US retail investors have returned to the market, and that the combination of retail demand, institutional capital, and limited supply creates the foundation for further upside. Santiment data supports the demand narrative, showing whale addresses accumulating more than 40,000 BTC over the past two weeks alongside a sharp sentiment shift from fear to fear of missing out. CryptoQuant founder Ki Young-Ju takes the opposite view, arguing that the push above $79,000 was driven primarily by short covering in derivatives markets rather than sustained spot demand. "Large-scale short covering leaves the market vulnerable to a reversal once the squeeze exhausts," he said on X. Funding rates on perpetual futures across major exchanges remain negative at -0.13% on a 7-day basis per CoinGlass -- the structural setup that historically precedes both squeezes and their subsequent unwinding. The two readings are not mutually exclusive: spot demand and short-squeeze dynamics can coexist, and the critical test will be whether the next attempt at $79,000 brings fresh spot bids or simply runs out of shorts to squeeze. Corporate Accumulation Continues Institutional buying continues regardless of the near-term price action. Strategy purchased approximately $3.9 billion in Bitcoin during April -- its largest monthly accumulation in a year per Bloomberg. Metaplanet announced a $50 million yen-denominated bond issuance Tuesday to finance additional Bitcoin purchases, extending a series of debt deals the Tokyo-listed firm has used to build one of the largest corporate Bitcoin treasuries outside the US. Fed and Tech Earnings: This Week's Deciding Catalysts The week's two defining macro events arrive Wednesday and Thursday. The Federal Reserve announces its policy decision on Wednesday, with traders now pricing in a higher likelihood of a rate cut following the Justice Department's closure of its probe into Fed Chair Jerome Powell -- a development that removes one of the key conditions Powell had cited for potentially remaining at the Fed beyond his chair term. Megacap tech earnings from Alphabet, Microsoft, Amazon, and Meta on Wednesday, followed by Apple on Thursday, represent roughly a quarter of the S&P 500's market capitalization. Strong results would extend the risk-on bid supporting Bitcoin. Disappointing earnings could accelerate the current pullback and cement the $79,000 rejection as the upper boundary of a defined trading range rather than a precursor to a breakout. Without a clear catalyst from either the Fed or earnings, three rejections from $79,000 in eight sessions begin to define a range rather than precede one.

Key Takeaways The Bank of Japan held rates at 0.75% but saw a 6-3 dissenting vote -- the largest split since Governor Ueda took charge -- with three members pushing for an immediate hikeMarkets are now pricing a 74% probability of a BOJ rate hike on June 16, per BloombergThe BOJ raised its core inflation forecast to 2.8% for the fiscal year while cutting its economic growth projection to 0.5% from 1%The yen rose, pushing USD/JPY down nearly 0.5% to 158.95; BTC/JPY fell 0.6% to 12.28 million yen on bitFlyerLondonCryptoClub founders argue the yen carry trade unwind narrative is overstated, pointing to Japan's continued US Treasury purchases as evidence carry trades remain active The Bank of Japan kept its benchmark rate unchanged at 0.75% on Tuesday but delivered a hawkish surprise through the composition of its vote, with three board members dissenting in favor of an immediate rate hike -- the largest policy split since Governor Kazuo Ueda assumed leadership of the central bank. The 6-3 vote outcome immediately shifted market expectations, with traders pricing in a 74% probability of a rate hike at the BOJ's June 16 meeting. That reading aligns with the pre-existing consensus among BOJ watchers, who had widely anticipated a June move, but the scale of dissent at this meeting accelerated the timeline in market pricing. Inflation Up, Growth Down The BOJ accompanied its decision with updated economic projections that reflect the stagflationary pressures building across energy-import-dependent economies. The central bank raised its core inflation forecast to 2.8% for the current fiscal year -- a direct consequence of war-related disruptions to energy flows through the Strait of Hormuz driving up global energy prices. At the same time, the BOJ cut its economic growth projection to 0.5% from a prior forecast of 1%, acknowledging the growth headwind from the same conflict. The combination of higher inflation and lower growth is forcing the BOJ toward tightening even as the economy slows -- a difficult policy environment that mirrors the stagflation dilemma facing the Federal Reserve. Yen Strengthens, Carry Trade Fears Resurface The yen responded immediately to the hawkish vote, pushing the USD/JPY pair down nearly 0.5% to 158.95 -- a notable move for a major currency pair. Rate hike expectations typically strengthen the funding currency, and the yen's rise raised immediate questions about a potential repeat of the August 2024 carry trade unwind that sent Bitcoin from $65,000 to $50,000 in the space of a week. The BTC/JPY pair on bitFlyer fell 0.6% to 12.28 million yen, consistent with broader dollar-denominated weakness in Bitcoin following the BOJ announcement. The carry trade concern stems from Japan's decade-long ultra-low rate environment, which encouraged traders to borrow cheaply in yen and deploy capital into higher-yielding assets globally -- including equities, bonds, and crypto. Yen appreciation reverses the economics of that trade, theoretically triggering forced unwinding of yen-funded positions and driving risk aversion across asset classes. But the Carry Unwind Thesis Has Skeptics Not everyone is convinced the carry trade risk is as acute as the narrative suggests. The founders of LondonCryptoClub pushed back firmly, pointing to Japan's continued accumulation of US Treasury notes as evidence that yen-funded carry trades remain active rather than being unwound. "Japan, the largest foreign holder, raised its stockpile by $14 billion to $1.24 trillion, the highest since February 2022. This marks Japan's 13th monthly purchase of the last 14 months, as Japanese institutions continue chasing higher yields overseas," they wrote, adding: "There is no JPY carry unwind trade. Those who are talking about that don't understand how Japanese investors operate and you should ignore them." The latest available flow data from February supports that view, suggesting the structural dynamic driving Japanese institutional capital into overseas assets remains intact despite the BOJ's hawkish tilt. Bitcoin's Near-Term Risk For crypto markets, the BOJ decision adds a layer of macro uncertainty to an already crowded risk calendar that includes the Fed's final Powell-chaired meeting, megacap tech earnings, and Bitcoin's ongoing battle with the $80,000--$82,000 resistance zone. Whether the June rate hike expectation translates into actual carry trade pressure on risk assets will depend heavily on the pace of yen appreciation and the scale of leveraged yen-funded positions that remain active in global markets.

Sharplink announced that it received 459 ETH in staking rewards this week. According to ChainCatcher, the company's total staking earnings have reached 18,309 ETH to date.

2026년 4월 암호화폐 시장의 성과, 자금 흐름, 포지션 및 주요 이슈.

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

엔비디아 주가가 사상 최고치를 경신했으나, 올해 들어 상승폭은 반도체 업종 평균에 비해 현저히 뒤처지고 있다. 전문가들은 이러한 ‘부진’이 오히려 새로운 매수 기회를 제공한다고 보고 있다.

AI 업계 전체는 지난 3년간의 비약적인 발전을 거치며 초기 이상주의의 빛은 벗어던지고, 이제 본격적인 상용화 단계에 접어들었다.

규제는 어떤 법률과 규정을 근거로 하는가? 무분별한 해외 진출의 경계선은 어디에 그어져야 하는가? 오늘부터 기업들은 도대체 어떤 선택을 해야 하는가.

백서, 팀 배경 또는 감사 결과만 살펴보는 데 그치지 말고, 스마트 계약 내에 숨겨진 관리자 권한, 임의적인 발행 증가, 단일 지점 통제(Single Point of Control) 등의 위험 요소가 있는지 확인해야 하며, 토큰 분배가 지나치게 집중되어 있는지, 투명한 락업 및 거버넌스 메커니즘이 마련되어 있는지도 주의 깊게 살펴봐야 합니다.

Pre-IPO, 토큰 경제, Arkstream Capital: 일반인이 토큰화된 Pre-IPO에 올바르게 참여하는 방법 | 골든파이낸스, 전통적인 Pre-IPO란 정확히 무엇인가? 개인 투자자는 어떻게 참여해야 할까?

시세가 오를수록 위험해진다——이는 비관론자의 직감이 아니라, 미국 은행의 정량 모델이 내린 경고다.

로빈후드 사용자를 노리는 새로운 피싱 공격이 진위와 가짜의 경계를 위험할 정도로 모호하게 만들고 있다. 이 공격은 Gmail의 잘 알려지지 않은 취약점을 악용해, 모든 표준 보안 검사를 통과할 정도로 완전히 진짜처럼 보이는 공격 이메일을 전송한다.

이번 강연에서 헤이즈는 비트코인을 긍정적으로 보는 이유, 케빈 워시가 사람들이 우려하는 그런 매파가 아닌 이유, 그리고 4월 1일 조용히 발효된 은행 규제 법안이 어떻게 수조 달러 규모의 신규 신용을 창출할 수 있는지에 대해 설명했다.