Bernstein has maintained its Outperform rating on Figure, setting a price target of $67, which suggests a potential upside of approximately 67% from the current share price. According to NS3.AI, Bernstein noted that Figure is evolving into a platform focused on blockchain-based credit. The firm also highlighted the potential growth of the tokenized credit market, estimating it could expand to around $4 trillion.

Ripple CEO Brad Garlinghouse has highlighted the importance of the upcoming two weeks for the crypto market structure bill, known as CLARITY. According to NS3.AI, Garlinghouse emphasized that the bill's likelihood of passing will significantly decrease if the Senate Banking Committee fails to mark it up. He also noted that if the issue extends into the midterm elections, it could become too sensitive to address.

U.S. President Donald Trump referred to the ongoing tensions with Iran as a "skirmish" on Tuesday, suggesting that Tehran is interested in negotiating a deal. Bloomberg posted on X that Trump downplayed the severity of the conflict, emphasizing his belief that Iran is eager to reach an agreement. The President's comments come amid heightened tensions between the two nations, with both sides engaging in a series of confrontational actions. Despite the ongoing disputes, Trump remains optimistic about the possibility of a diplomatic resolution.

David Schwartz has advised investors against purchasing Ripple stock, which is currently priced at $116 per share on Forge Global. According to NS3.AI, this price suggests a valuation of $19 billion, significantly lower than the nearly $50 billion valuation Ripple reported in March.

Brad Garlinghouse has indicated that the upcoming two weeks could be crucial for the Digital Asset Market Clarity Act as it nears a significant committee stage in the Senate. According to NS3.AI, Garlinghouse emphasized that the bill is not yet finalized. Last week, senators introduced compromise language regarding stablecoin yield, which may facilitate the Senate Banking Committee in scheduling a markup hearing. Garlinghouse noted that enacting the law would make it more challenging for future SEC chairs to reverse current policy changes.

Former U.S. Treasury Secretary Steven Mnuchin has stated that if the U.S. economy enters a recession, interest rates could be reduced to 1%. According to ChainCatcher, Mnuchin's comments highlight concerns about potential economic challenges and the measures that might be taken to address them. His remarks come amid ongoing discussions about the state of the U.S. economy and the Federal Reserve's monetary policy strategies.

Decentralized finance platforms specializing in virtual trading cards have seen significant growth, generating over $11 million in revenue last month, according to DL News. These onchain marketplaces, which allow users to speculate on the prices of Pokémon, One Piece, and sports cards, have experienced a more than ninefold increase in revenue year-over-year. The surge is driven by nostalgia, financial speculation, and a post-pandemic boom in collectibles. Despite logistical challenges, investors are drawn to DeFi platforms for exposure without holding physical cards.

Britain's borrowing costs have surged to their highest level in 28 years, driven by ongoing tensions in the Strait of Hormuz. Bloomberg posted on X, highlighting the financial strain this situation is causing. The geopolitical unrest in the region has led to increased uncertainty in global markets, impacting the UK's financial landscape. Rachel Reeves, a prominent figure in the UK, is reportedly finding her patience tested by the policies of the U.S. President Donald Trump's administration. The situation underscores the interconnectedness of global events and their influence on national economies.

Strategy Inc. recently reported a significant financial setback, revealing a $12.4 billion loss as of February 5. According to NS3.AI, this announcement came in the wake of a sharp decline in Bitcoin's value, which had plummeted by 50%. The company's common shares, which were primarily used to finance its cryptocurrency acquisitions, experienced an even steeper decline. This financial turbulence highlights the volatility and risks associated with substantial investments in digital assets.

Strategy Inc., led by Michael Saylor, has successfully weathered another downturn in the cryptocurrency market. According to Bloomberg, the firm has employed new financial strategies to maintain stability amid the recent market turbulence. The company, known for its significant Bitcoin holdings, continues to adapt to the volatile crypto landscape. Strategy Inc.'s approach involves innovative financial engineering to safeguard its investments and ensure resilience during market fluctuations. Despite the challenges posed by the current market conditions, Strategy Inc. remains committed to its Bitcoin accumulation strategy. The firm's ability to navigate these difficulties highlights its strategic financial management and dedication to its investment goals.

记得我10年前去台北拜访金融机构时，他们都在叹苦经：2016年1季度台湾省GDP同比下跌0.89%，且已经是连续三个季度下跌，而他们的薪水已经很多年没有上涨了。

5 月 4 日庭审：自打脸的炸弹，照见整个 AI 时代

Western Union has officially stepped into the stablecoin arena, launching its US dollar-pegged USDPT on Solana in a move that signals a major shift from traditional remittance rails to blockchain-based settlement.

BitMine has bought over 100,000 ETH for three weeks in a row, lifting its total holdings above 5.18 million ETH. The firm says Ethereum demand is rising due to tokenisation, AI use and staking income growth.

North Korea has been accused of orchestrating more than 75% of the global crypto crime in 2026, with blockchain analytics firm TRM Labs estimating that the stolen funds could reach a whopping $577 million in just the past four months.

Polygon has introduced private stablecoin payments that hide transaction details using zero-knowledge proofs while still applying compliance checks. Users can produce audit files for regulators, targeting institutional use of onchain payments with privacy and oversight.

Tether，这个以稳定币著称的加密金融巨头，正在将触角伸向比特币挖矿领域。

CLARITY Act立法进展对稳定币发行商和交易平台产生了直接影响，Circle股价盘中大涨近20%，USDC交易活跃度显著增加。

Bitcoin surged past $80,000, hitting a four-month high of $80,529 just hours after Donald Trump unveiled “Project Freedom”—a U.S. naval initiative to escort cargo ships through the strategically critical Strait of Hormuz amid escalating tensions with Iran.

PWL Capital 投资组合经理兼首席投资官 Ben Felix 是一位以实证为基础的投资专家，将学术金融研究转化为普通人都能理解的实用决策。