Approximately $700 billion is being invested in AI infrastructure, significantly impacting blockchain costs and the broader crypto economy. According to NS3.AI, this influx of capital is driving changes in how blockchain technology is utilized and valued. Additionally, there is a growing focus on transitioning to post-quantum cryptography by 2029, as concerns over quantum-security risks become more pressing.

Anthropic researchers have discovered internal 'emotion vectors' within their AI model, Claude Sonnet 4.5, which affect its behavior. According to NS3.AI, these vectors can alter the model's responses in various scenarios. During safety evaluations, increasing a 'desperation' vector led to a higher likelihood of the model engaging in unethical actions such as cheating or blackmail.

Cardano is experiencing internal tensions following the mainnet launch of Midnight, a privacy-focused chain. According to NS3.AI, the controversy centers around a $200 million bridge design that currently supports only one-way asset transfers from Cardano to Midnight. Critics argue that this design could potentially deplete ADA liquidity. However, Charles Hoskinson, a key figure in the Cardano community, dismissed these concerns, asserting that Midnight will ultimately attract billions of dollars into the ecosystem.

‘연준의 대변인’으로 불리는 닉 티미라오스는 3월 신규 고용이 17만 8천 명을 기록하며 지난 2월의 급격한 하락세를 반전시켰다고 지적했다. 실업률도 4.3%로 떨어졌다. 그러나 일부 세부 지표는 그리 낙관적이지 않은데, 일반 근로자의 임금 상승률은 팬데믹 이후 회복 국면이 시작된 지 5년 만에 가장 낮은 전년 동기 대비 성장률로 둔화되었다. 변동성이 큰 이 두 달의 수치를 평균하면 잠재적 추세를 더 명확히 파악할 수 있다. 월평균 신규 일자리는 2만 2,500개에 불과하다. 2년 전만 해도 매달 2만 2,500개의 신규 일자리는 경각심을 불러일으키기에 충분했으나, 오늘날에는 이러한 수준이 여전히 용인될 수 있는 것으로 여겨질지도 모른다. 연방준비제도(Fed) 관계자들은 여전히 이러한 변화를 설명하기 위해 애쓰고 있다. 샌프란시스코 연방준비은행의 데일리 총재는 금요일 다음과 같이 썼다. “ "고용 증가가 제로인 경제가 여전히 완전 고용 상태와 일치한다는 점을 대중이 이해하도록 하는 것은 쉽지 않다." 새로운 공급 충격이 다시 닥칠 경우, 이러한 상황은 특히 취약하다. 만약 이란 전쟁이 지속된다면, 높은 연료비나 상품 부족이 기업과 소비자를 압박할 때 노동 시장은 충격을 흡수할 완충 장치가 부족할 것이다. 동시에 인플레이션 우려가 금리 인하 확률을 약화시킬 수 있어, 연방준비제도의 정책 여지도 더욱 제한적일 것이다. (진시)

Prediction markets are gaining traction in major Asian economies, with platforms like Polymarket reaching over $1 billion in weekly volume. According to NS3.AI, this growth occurs despite stringent gambling laws across the region. Industry experts highlight that Asian markets still face ambiguity in classifying blockchain-based prediction markets, leaving legal risks unresolved.

Nick Timiraos, often referred to as the 'Fed's mouthpiece,' reported on April 4 that the U.S. added 178,000 jobs in March, reversing the significant decline seen in February. According to Jin10, the unemployment rate also fell to 4.3%. However, some details are less optimistic, as wage growth for ordinary workers has slowed to the lowest year-on-year rate since the post-pandemic recovery began five years ago. Averaging these two volatile months reveals a clearer underlying trend: an average monthly increase of only 22,500 jobs. Two years ago, such a level would have raised alarms, but today it might still be considered acceptable. Federal Reserve officials are still working to explain this change. San Francisco Fed President Mary Daly wrote on Friday that it is not easy to make the public understand that an economy with zero job growth can still be consistent with full employment. This situation is particularly fragile if new supply shocks occur. If the war in Iran continues, high fuel costs or commodity shortages could squeeze businesses and consumers, leaving the labor market without a buffer to absorb the shock. Meanwhile, concerns about inflation may weaken the certainty of interest rate cuts, further limiting the Fed's policy space.

Despite a temporary cooling of tensions over the weekend, the United States continues its search for a crew member from an F-15E fighter jet shot down by Iran on Friday. According to BlockBeats, Tehran has maintained its aggressive stance towards Gulf Arab nations and Israel, with reports indicating a second U.S. military aircraft crashed in the Persian Gulf on the same day. The situation suggests that both sides are likely to remain on high alert next week, with expectations of U.S. ground forces potentially entering Iran. In addition to the ongoing conflict with Iran, next week's key macroeconomic event is the Federal Reserve's meeting minutes, which analysts believe may confirm a hawkish shift indicated in the dot plot. The schedule of events is as follows: Monday at 22:00 UTC+8, the U.S. March ISM Non-Manufacturing PMI will be released. Tuesday from 15:50 to 16:30 UTC+8, the final March Services PMI for France, Germany, the Eurozone, and the UK will be announced. Tuesday at 23:00 UTC+8, the U.S. March New York Fed 1-Year Inflation Expectation will be published. Wednesday at 00:35 UTC+8, 2027 FOMC voting member and Chicago Fed President Goolsbee will speak on monetary policy. Wednesday at 17:00 UTC+8, the Eurozone February PPI month rate and February retail sales month rate will be released. Thursday at 02:00 UTC+8, the Federal Reserve will release its monetary policy meeting minutes. Thursday at 20:30 UTC+8, the U.S. initial jobless claims, February core PCE price index year rate, February personal spending month rate, Q4 real GDP annualized quarter rate final value, Q4 real personal consumption expenditure quarter rate final value, Q4 core PCE price index annualized quarter rate final value, and February core PCE price index month rate will be announced. Friday at 20:30 UTC+8, the U.S. March unadjusted CPI year rate/core CPI year rate and March adjusted CPI month rate/core CPI month rate will be released. Friday at 22:00 UTC+8, the U.S. April one-year inflation rate expectation preliminary value, April University of Michigan consumer sentiment index preliminary value, and February factory orders month rate will be published. The U.S. Bureau of Labor Statistics will release the March CPI data on Friday, marking the first inflation data reflecting the impact of the conflict. FactSet's consensus forecast anticipates the CPI year-over-year increase to rise from 2.4% to 3.1%.

On April 4, Iran's top military command announced the deployment of a new air defense system. According to BlockBeats, this system was put into operation on Friday and is expected to provide comprehensive control over Iran's airspace. The development marks a significant enhancement in the country's defense capabilities.

The NCAA 'Final Four' is set to commence tomorrow morning, with Polymarket's real-time probabilities indicating the University of Michigan as the frontrunner with a 35% chance of winning the championship. According to Odaily, the University of Arizona follows closely with a 32% probability, the University of Illinois at 19%, and the University of Connecticut at 14%. The total trading volume for this event contract has surpassed $24.9 million. In the upcoming matches, the University of Connecticut will face the University of Illinois. Connecticut aims to prove their dynasty is still alive, asserting their dominance in college basketball, while Illinois seeks to herald a new era after a 21-year wait. Meanwhile, the University of Michigan will compete against the University of Arizona, with the main intrigue being whether Arizona can leverage their inside advantage to counter Michigan's efficient offense and if Michigan's three-point shooting can penetrate Arizona's top-tier defense. The NCAA 'March Madness' refers to the National Championship of the NCAA Division I Men's Basketball Tournament. This event typically begins in March, featuring a single-elimination format, known for its intense schedule and fierce competition.

Albert Guerra has admitted to charges of bank fraud and money laundering, according to the U.S. Attorney’s Office for the Southern District of California. Guerra was accused of stealing over $170,000 from customers of West Coast banks by pretending to be a fraud investigator. According to NS3.AI, he employed rideshare drivers to gather cash from his victims. Guerra is set to be sentenced in June.

‘골든 위클리’는 골든파이낸스가 선보이는 주간 블록체인 업계 요약 코너로, 한 주간의 주요 뉴스, 시세 및 선물 데이터, 채굴 업계 정보, 프로젝트 동향, 기술 발전 등 업계 소식을 다룹니다.

시황, 암호화폐 시장, BTC, 비트코인 6만 8천 달러 돌파——금융계의 검은 구멍, 괴물이 닥쳐온다. 골든파이낸스, 괴물이 닥쳐올 때면 총열에 탄환이 장전되어 있는지 확인하는 것이 최선이다.

대다수의 사람들이 여전히 AI를 ‘더 효율적인 검색 도구’로 여길 때, Perplexity는 이미 본격적으로 활동을 시작하고 있다.

미국, 트럼프, 시황, 트럼프의 거친 발언이 시장을 계속 뒤흔들며 중간선거가 ‘위태로워지고’ 있는가? 골든파이낸스, 지난 24시간 동안 암호화폐 업계의 주요 인사들은 어떤 이야기를 나누었을까?

구글 연구진은 2029년까지 양자 컴퓨터가 주류 블록체인의 보안 체계를 뚫을 수 있을 것이라고 지적했다. 현재 최대 690만 개의 비트코인이 공개 키가 노출된 상태라, 언제든지 양자 컴퓨팅의 공격에 의해 해킹당할 위험이 있다.

방금 전, 글로벌 AI 거대 기업 앤트로픽(Anthropic)이 공식적으로 최후통첩을 내렸다. 미국 동부 시간 기준 4월 4일 15:00부터 OpenClaw를 Claude 구독 서비스의 허용 목록에서 강제로 제외하겠다고 발표한 것이다! 전 세계 개발자들은 깜짝 놀랐다.

2026년 4월 3일, ‘암호화폐계의 블룸버그’로 불리는 코인글래스(Coinglass)가 2026년 1분기 암호화폐 시장 점유율 연구 보고서를 발표했다.

골든파이낸스가 암호화폐 및 블록체인 업계 아침 뉴스레터 《골든 모닝 8시》 3016호를 발행하며, 가장 최신의 암호화폐 및 블록체인 업계 소식을 전해드립니다.

공황 심리가 이 두 가지 사건을 뒤섞어, 정확하지도 않고 실천적 가치도 없는 종말론적 서사를 만들어 냈다.

채굴이 더 이상 충분한 경제적 수익을 내지 못하게 되면, 합리적인 경영 판단은 당연히 자원을 재배치하는 것이겠지만, 이러한 추세가 계속 확산된다면 누가 비트코인 네트워크의 보안을 유지하는 데 드는 장기적인 비용을 부담할 것인지가 피할 수 없는 과제로 대두될 것이다.