A recent Reuters survey reveals that the proportion of Japanese companies opposing interest rate hikes has nearly doubled due to concerns over the war in Iran. According to Jin10, 42% of Japanese firms believe that profit growth is possible if the average price of WTI crude oil remains below $100 per barrel, while 28% set this threshold at $80. Most Japanese companies are either experiencing or anticipating the impact of the Iran war on their business operations.

The Nasdaq Composite Index extended its gains for the 11th consecutive session, reflecting investor optimism despite ongoing tensions in the Middle East. According to CoinDesk, the market's upward trajectory suggests that investors are focusing on other factors beyond geopolitical conflicts. This sustained rally highlights a broader confidence in the market's resilience and potential for growth. Market analysts suggest that the continued rise of the Nasdaq is driven by strong performances in the technology sector, which has shown robust growth and innovation. The tech industry's ability to adapt and thrive in challenging environments has been a key factor in maintaining investor confidence. Additionally, economic indicators and corporate earnings reports have contributed to the positive sentiment, overshadowing concerns about geopolitical instability. While the situation in the Middle East remains a point of concern, investors appear to be prioritizing domestic economic factors and corporate performance. The Nasdaq's performance is seen as a reflection of the market's ability to navigate complex global issues while maintaining a focus on long-term growth opportunities. As the situation evolves, market participants will continue to monitor developments closely, balancing geopolitical risks with economic prospects.

Benjamin Cowen has projected that Bitcoin may reach its bottom in October 2026, aligning with historical cycle patterns. According to NS3.AI, Cowen suggests that this timing is approximately a year after Bitcoin's cycle peak. He also mentioned that a bottom in May could occur, but only if Bitcoin experiences a significant capitulation event that surpasses typical midterm year trends.

Ether (ETH) has shown resilience by maintaining a price above $2,300, distancing itself from the March 29 low of $1,940. According to Cointelegraph, this recent rally has led to an increase in ETH futures open interest, reaching $25.4 billion, signaling a rise in demand for leveraged positions. This movement suggests a potential shift in momentum for ETH bulls after several weeks of unsuccessful attempts to reclaim the $2,400 level. Despite the positive price movement, the ETH perpetual futures funding rate has struggled to remain above 5% since Friday, indicating a lack of confidence among bulls. The metric has dipped below 0% multiple times, reflecting an excess demand for bearish leveraged positions. Under neutral conditions, the indicator should range between 5% and 10% to compensate for the cost of capital. Nevertheless, the recent rally to $2,350 appears to be supported by spot demand, as evidenced by US-listed Ether spot exchange-traded funds (ETFs) accumulating $248 million in net inflows over the past 10 days. Additionally, Bitmine Immersion announced the acquisition of $312 million worth of ETH, now holding 4.87 million ETH. However, Bitmine’s ETH holdings are trading 13% below their acquisition cost, and US-listed Ether ETF assets under management have decreased to $13.7 billion from $20.5 billion three months ago. Ether's inability to reclaim the $2,400 mark coincides with the S&P 500 index reaching a new all-time high. Part of the reduced investor appetite for cryptocurrencies can be attributed to declining activity in decentralized applications (DApps). The 2026 bear market has negatively impacted various sectors, including memecoin token launch platforms, synthetic derivatives trading, and decentralized exchanges. Ethereum's weekly DApps revenue has dropped to $11 million per week, down from $24 million in early February. Investors are questioning whether ETH is well-positioned to capture future demand for DApps, given the rise of competing blockchains like Hyperliquid and Plasma. Despite increased demand for ETH futures, derivatives metrics have not turned bullish. Contributing factors include losses in Ethereum strategic reserve companies and heightened competition in the DApps industry. The primary reason for accumulating ETH remains the expectation of higher on-chain processing demand and the burn mechanism, which incentivizes long-term holding.

Stablecoin Development Corporation (SDEV), backed by Tether, has successfully completed a $134 million private placement. According to NS3.AI, the funds raised are primarily aimed at increasing SDEV's holdings in SKY tokens. Currently, SDEV possesses approximately 2.15 billion SKY tokens, which accounts for about 9.15% of the total supply.

Federal Reserve official Moussalem has indicated that interest rates might need to remain within the current range of 3.50% to 3.75% for an extended period. According to NS3.AI, this stance is due to elevated oil prices, which could maintain core inflation around 3% by the end of the year. Moussalem also highlighted potential risks of rising inflation and projected that economic growth could decelerate to between 1.5% and 2% this year.

U.S. Treasury Secretary Bessent announced that Kevin Warsh is set to face a hearing on the 21st of this month, potentially paving the way for him to assume the role of Federal Reserve Chair as planned. According to NS3.AI, Bessent praised Warsh as an outstanding candidate for the position. She also noted that Republican members of the Senate Finance Committee are in agreement with this assessment.

The SPDR Gold Trust, the world's largest gold exchange-traded fund (ETF), has reported an increase in its holdings. According to Jin10, the fund's holdings rose by 2.285 tons, bringing the current total to 1,051.763 tons. This increase reflects ongoing interest and investment in gold as a precious metal.

Nicholas Anthony, a research fellow at the Cato Institute, has highlighted the complexities of U.S. capital gains rules for Bitcoin users. According to NS3.AI, Anthony explained that individuals who make daily purchases with Bitcoin, such as buying coffee, could end up filing over 100 pages of tax paperwork by the end of the year. Each Bitcoin transaction must be reported on IRS Form 8949 and Schedule D. Anthony also noted the Virtual Currency Tax Fairness Act's proposed $200 exemption as a potential solution to simplify the reporting process.

Tron's latest proposal has stirred debate within the cryptocurrency community, as it suggests measures that could impact dissenters significantly. According to CoinDesk, the Tron founder has stated that those who oppose the proposal may face token lockups and be excluded from voting processes. This has raised concerns among participants who fear that such actions could undermine the democratic principles of the blockchain ecosystem. The project, however, defends the proposal, arguing that it is designed to align all participants for the long-term success of Tron. The intention is to create a cohesive environment where stakeholders are incentivized to work towards common goals. Despite these assurances, the proposal has sparked a heated discussion about governance and the balance between authority and community input in blockchain projects. As the debate continues, the Tron community is closely watching how these proposed changes will unfold and what implications they might have for the future of the network.

스테이블코인, RWA, USDS, Morpho, 온체인 금고의 운영 메커니즘, 시장 구조 및 리스크 분석 – 골든파이낸스. 금고는 빠르게 온체인 자산 관리의 핵심 구성 요소이자 추상화 계층으로 자리 잡고 있다.

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

HYPE 기반의 디지털 자산 전략(DAT) 회사를 예로 들어, DAT의 자산 선택이 디지털 자산 전략의 지속 가능성을 좌우하는 이유를 살펴본다.

AI 에이전트가 신원 확인, 결제, 인증이 필요할 때, 블록체인은 이들의 운영 체제로 자리 잡고 있다.

Anthropic, OpenAI, IPO, IPO를 앞둔 OpenAI와 Anthropic은 계속해서 갈등을 이어가려 한다. 골든파이낸스, 이처럼 서로를 쫓고 공격하는 와중에, 과연 누가 이득을 챙기고 있을까?

2026년 4월이 되자, 불과 두 달 전 화제가 된 OpenClaw(일명 ‘랍스터’)에 도전자가 등장했다. Hermes Agent는 수 주간 GitHub 트렌딩 차트 1위를 차지하며 무려 22,000개의 스타를 기록했다.

12개월도 채 되지 않는 기간 동안, OpenAI에서 해고된 한 직원이 2억 2,500만 달러의 투자금을 55억 달러로 불렸는데, 그가 주목한 분야는 월스트리트 전체가 거의 인지하지 못했던 영역이었다.

홍콩, 스테이블코인, HSBC와 증권사들이 동시에 진출… 홍콩 스테이블코인 시장, 다음 단계로 진입 골든파이낸스, 홍콩은 스테이블코인을 둘러싸고 몇 가지 중요한 신호를 연이어 보내고 있다.

테더(Tether)에게 있어 감사 계약 체결은 시작에 불과하며, 최종 보고서가 언제 발표될지, 어떤 준비금 세부 사항이 공개될지, 감사 의견이 무보류일지 여부 등 여러 요소가 여전히 극복해야 할 과제로 남아 있다.

인공지능, AI 시대의 ‘페이팔 갱’ – 인턴십에서 시작해 억만장자가 되기까지. 골든파이낸스, 알겠네요. 역시 수학 올올을 배워야 하는군요.