Boyaa Interactive anticipates a net loss of HK$470 million to HK$500 million for the first quarter of 2026, primarily due to valuation losses on its Bitcoin holdings. According to NS3.AI, this projected loss represents a 110% to 120% increase compared to the same period last year. Despite this, the company reported improved profitability in its core gaming business.

Israeli Defense Forces leaders have stated that the military is ready to resume combat operations if required. According to Odaily, this announcement underscores the preparedness of the Israeli military amid ongoing tensions.

Binance founder CZ said the most important work in crypto right now is making blockchain infrastructure "agentic ready" — so that AI agents can transact, store data, and execute trades natively. Speaking at Binance Online on May 13, CZ said payments are the most obvious intersection. "Payments is definitely one of them. We want to make all crypto infrastructure agentic ready. So when agents want to use crypto, they can call a skill or API and the agents can just use it." He outlined three specific infrastructure requirements. "The infrastructure should be micropayment ready, large amounts of data ready. If agents want to save a large amount of data in a decentralized fashion, we need to have the infrastructure for it. And we need to be able to support fast, high volume, but low transaction values of each agent." CZ said the biggest user-facing shift will come in trading. "Agents should do all the trading for you. You shouldn't have to click on a chart, enter a price, enter a number on your mobile phone, and then click a button. That's just clunky. You should just say, look, I want to convert ten percent of my portfolio or ten percent of my stablecoins into BNB. And the agent just does it for you in the background. You'll figure out the best price, where to do it, etc." On capital deployment, CZ echoed Chamath Palihapitiya's view that infrastructure offers steadier — if lower-multiple — returns. "In AI infrastructure, you can deploy a very large amount of capital, and the return multiple-wise may be smaller than a very successful software or model or language model company. But the return will be very steady." He acknowledged the competitive dynamic now reshaping software. "With the advancement of AI, creating new software is much easier now. For somebody to copy somebody else's software idea, it's going to become cheaper and easier. But software does have network effects. Once you build a platform, users are with you. I don't know how those forces will converge over time."

Binance founder CZ said AI agents will likely outperform most human financial advisors — and that Binance has already deployed AI trading bots that operate within user-controlled risk parameters. Speaking at Binance Online on May 13, CZ acknowledged the current risk profile of fully autonomous AI investing. "For agents to handle large amounts of money for you is right now a little bit risky because AI is so new. They don't have a lot of guardrails around them." He pointed to a feature Binance has already shipped. "Binance already released some AI trading bots or agents, and they can work on a segregated wallet. So you can limit the amount of funds that the AI agents have access to. What I read online is the feedback is actually quite positive. People are able to use different agents to do different strategies." CZ said the user experience shift is the most significant change. "This type of strategies, you don't have to code yourself anymore. You can just have a conversation as a prompt. So I advise people to try it." He was direct on where AI will replace traditional finance professionals. "AI will be very good financial advisors. Many of us have financial advisors who are humans. But to be very frank, there are some really good ones, but the average financial advisor is not that great." He explained the structural weakness of the existing advisor model. "They're just people who give you random advice — sort of random advice to get you to buy stuff. The advice is generic. It's not individually tailored. They don't understand your background. They don't understand a lot about you. So I think agents will be much better on those fronts."

Malawi is grappling with significant economic challenges as the ongoing conflict in Iran continues to impact global markets. Bloomberg posted on X that the country is experiencing the second-highest fuel prices worldwide, exacerbating the cost of living for its citizens. Additionally, a scarcity of fertilizer is threatening agricultural productivity, raising concerns about potential food shortages. The situation in Malawi highlights the broader implications of geopolitical tensions on smaller economies. As fuel prices soar, transportation and production costs are rising, putting pressure on local businesses and consumers. The fertilizer shortage further complicates the agricultural sector, which is crucial for Malawi's economy and food security. These developments underscore the interconnectedness of global events and their far-reaching effects on nations like Malawi, which are vulnerable to external economic shocks. The government and international partners are urged to address these challenges to mitigate the impact on the population.

케빈 워시는 아직 연방준비제도(Fed) 의장으로 공식 취임하기도 전에 사방에서 비난을 받고 있다.

전 세계에서 HBM4를 생산할 수 있는 기업은 단 세 곳뿐이며, 그중 한 곳은 18일간 생산을 중단할 예정이다. 미국 내 공장을 보유한 유일한 공급업체인 마이크론이 가장 큰 수혜를 볼 것으로 보인다.

5월 11일, 구글 위협 인텔리전스 팀(GTIG)은 분기별 위협 인텔리전스 보고서를 발표하며, 이전에 한 번도 발생하지 않았던 사건을 기록했습니다.

이베이(eBay)는 게임스톱(GameStop)이 제시한 555억 달러 규모의 야심 찬 인수 제안을 단호히 거부하며, 이 제안을 “신뢰할 수 없고 매력적이지 않다”고 일축했고, 이에 따라 게임스톱의 확대되는 비트코인 전략이 현실적으로 지속 가능할지에 대한 격렬한 논쟁이 다시 불붙었다.

메타 플랫폼스는 유럽연합 집행위원회가 제기한 반독점 우려를 해소하기 위해 유럽 내 경쟁사 AI 챗봇 업체들에 1개월간 왓츠앱 무료 이용권을 제공하고 있다. 이번 조치는 양측이 신속한 합의에 도달하기 위해 노력하는 가운데, 전 세계 매출의 최대 10%에 달하는 벌금을 피하기 위한 것이다.

2026년 4월, 신화 그룹의 홍콩 증시 공시로 인해 후오비(Huobi)의 창립자 리린이 다시 시장의 주목을 받게 되었다.

Shai-Hulud는 오픈소스 소프트웨어 공급망을 겨냥한 중대한 사이버 보안 위협으로, 자체 확산 능력을 갖춘 npm 악성 웜 바이러스이며 오픈소스 생태계를 감염시킵니다.

일본 블록체인 재단은 기업 간 결제, 송금 및 디지털 자산 결제를 위해 ‘EJPY’라는 엔화 담보 스테이블코인을 ‘재팬 오픈 체인(Japan Open Chain)’과 이더리움(Ethereum) 플랫폼에 출시할 계획이다. 일본 내 기업과 은행들이 스테이블코인 시장에 적극적으로 진출함에 따라, 이 프로젝트는 일본의 100만 엔 송금 한도가 적용되지 않는 신뢰 기반 구조를 채택했다.

지수는 계속 오르고 있지만, 수익을 내기 위해서는 소수의 주요 테마에 점점 더 의존하게 되고 있다. 따라서 진짜 위험한 것은 기회를 놓치는 것이 아니라, 여전히 저점 장세 때의 포지션 관리 습관을 고수하는 것이다.

월스트리트, JP모건, 13조 달러 규모의 리포 시장… 블록체인이 조용히 판도를 바꾸고 있다. 골든파이낸스, 대중의 시야 밖에서 한 블록체인의 혁명이 펼쳐지고 있다.