根据 msx.com 数据，美股收盘，道指跌 0.13%，标普 500 指数涨 0.11%，纳指涨 0.18%。加密板块涨跌不一，其中 SBET 下跌 4.18%，MSTR 下跌 2.4%，TRON 涨超 11.37%，MARA 涨超 8.33%。据悉，msx.com 是一个去中心化 RWA 交易平台，累计已上线数百种 RWA 代币，涵盖 AAPL、AMZN、GOOGL、META、MSFT、NFLX、NVDA 等美股及 ETF 代币标的。

In the backdrop of the ongoing surge in AI computing power, market attention is subtly shifting from GPUs to a more fundamental bottleneck—storage. According to PANews, the launch of the DRAM ETF marks not just the introduction of a new product but also the first time the capital market has priced 'storage' as an independent asset class. This article delves into the true significance behind this ETF from three perspectives: industrial logic, capital structure, and market sentiment. It represents a direct reflection of the evolution of AI infrastructure and serves as a crucial entry point for global funds to reallocate towards leading storage companies. Additionally, it may become an important indicator of whether the market has entered a crowded trading phase. As storage transitions from a 'supporting role' to a 'scarce layer,' the reevaluation of AI core assets may just be beginning.

Circle has minted an additional 250 million USDC on the Solana network. According to ChainCatcher, this brings the total amount minted over the past month to 10.25 billion USDC.

CICC's recent report highlights the impact of the U.S.-Iran conflict on oil prices, noting that the surge in oil prices has heightened inflation risks. According to Jin10, market expectations regarding the Federal Reserve's interest rate cut path have shifted, leading to selling pressure on gold ETFs, which had seen significant increases last year. Additionally, liquidity shocks in the futures and options markets have contributed to short-term corrections. The current geopolitical situation in the Middle East is at a critical juncture, with oil prices facing potential fluctuations. The gold market's pricing focus may shift towards assessing the impact of supply shocks on economic stagnation, with previously priced-in interest rate hike expectations potentially needing adjustment. Looking ahead, CICC suggests that whether the geopolitical situation de-escalates leading to an oil price correction, monetary policy returns to a more accommodative stance, or supply shocks exacerbate recession pressures, highlighting gold's safe-haven value, there may be room for upward adjustments in gold investment demand and prices.

据加密分析师 余烬@EmberCN 监测，在 Drift Protocol 发生约 2.85 亿美元安全事件后，FTX/Alameda 于 6 小时前通过 Wintermute 出售 694 万枚 DRIFT，价值约 32 万美元。数据显示，Alameda 此前作为投资方通过归属解锁获得约 833 万枚 DRIFT，当时价值约 622 万美元，目前对应价值已降至约 38 万美元。

The SPDR Gold Trust, recognized as the world's largest gold exchange-traded fund (ETF), reported that its holdings remained unchanged at 1,050.99 tons. According to Jin10, this stability in holdings reflects the current market conditions for gold. The SPDR Gold Trust is a key indicator of investor sentiment in the precious metals market, and its holdings are closely monitored by market participants. The unchanged status suggests a period of consolidation in the gold market, as investors assess economic conditions and potential impacts on gold prices.

Crypto startups raised nearly $5 billion in the first quarter of 2026, marking a 16% year-on-year decline, according to ChainCatcher. Despite the decrease, the investment landscape is evolving, with funds shifting from speculative tokens to practical sectors like payment and trading infrastructure. Prediction markets led the way with over $1.7 billion in funding, while payment and trading infrastructure attracted $735 million and $423 million, respectively. Major non-crypto institutions such as Sequoia Capital, Founders Fund, Bain Capital, and Alibaba are increasingly entering the space. The top ten funding projects in Q1 include: - Kalshi: $1 billion, valued at $22 billion, led by Coatue Management, a CFTC-regulated prediction market leader. - Polymarket: $600 million, funded by Intercontinental Exchange (ICE), a leading decentralized prediction market platform. - Rain: $250 million in Series C, valued at nearly $2 billion, led by Iconiq Capital, focusing on stablecoin payment infrastructure. - BitGo: $213 million, New York Stock Exchange IPO, valued at over $2 billion, a crypto custody institution. - Flying Tulip: $206 million, public token sale, led by DeFi architect Andre Cronje, integrating trading, lending, and insurance. - Whop: $200 million, backed by Tether.

A wallet associated with Erik Voorhees has made another substantial Ethereum purchase. According to Odaily, the wallet spent approximately $887,900 USDT to acquire 431.8 ETH five hours ago. Previously, this wallet had accumulated a total of 122,355 ETH.

据 Lookonchain 监测，与 Erik Voorhees 相关的钱包地址在 5 小时前再次花费约 88.79 万美元 USDT 购入 431.8 枚 ETH。此前该地址已累计买入 122355 枚 ETH，价值约 2.64 亿美元。

A substantial Bitcoin transaction has been reported involving two anonymous addresses. According to ChainCatcher, at 07:58, a total of 355.18 BTC was transferred from one anonymous address, starting with bc1qdrktg, to another, beginning with 348zymQ. This transaction highlights ongoing activity within the cryptocurrency market.

当挖矿不再产生足够的经济回报，理性的商业决策自然是转移资源；但如果这一趋势持续蔓延，谁来承担维护比特币网络安全的长期成本，将成为一个不得不正视的问题。

金色财经推出《金色Web3.0日报》，为您提供最新、最快的MEME、DeFi、DAO、NFT和元宇宙行业新闻。

这两天，市场上一直在热议今年可能扎堆上市的一批高科技公司，这其中就包括了OpenAI和Anthropic。

福布斯最新数据敲定了一个极具悬念的数字：马斯克当前净资产约8230亿美元，距离万亿门槛仅差1800亿左右。

钱包,支付,AI 支付的重点 不是支付本身 金色财经,昨天那家店买的奶茶，帮我再来一单。

人工智能,Token,Token成为“吞金兽” 大厂算力涨疯了 金色财经,有没有发现，这半年AI圈的画风变得有点快？

由特朗普的两个儿子——长子小唐纳德·特朗普和次子埃里克·特朗普部分持股的无人机公司Powerus正在向海湾国家出售无人机拦截器。

机器如何为自己在现实世界中的行动买单、授权、并留下可信记录？

后量子迁移的关键是让系统具备应对密码学持续演进的能力。

Solana 生态衍生品与借贷一体化协议 Drift Protocol 出现异常资金外流，项目方确认正遭受攻击，最终导致协议约 2.8 亿美元资金被盗。