이 세상은 필연적으로 먼저 서로 연결될 운명인데, 과연 누가 그 연결이 이루어진 후 가장 가치 있는 자리를 차지할 수 있을까.

A recent prediction event on Polymarket has seen a substantial investment in MIBR's victory against EYEBALLERS, with an account incurring a loss of over $370,000 purchasing approximately $180,000 worth of MIBR winning positions. According to Odaily, the opening price was around 60¢, corresponding to about 310,000 shares, with the current price at approximately 58.5¢, indicating a slight loss. This match is a crucial fixture in the Swiss round stage of the PGL Bucharest 2026, with the outcome directly affecting qualification for the elimination rounds.

1. “먼저 10가지 큰 목표를 정하라” 전략에 따라 BTC 270.37개를 추가 매수하여 현재 약 227.7만 달러의 평가 이익을 기록 중; 2. 한국 금융기관, 해외 사용자 대상 스테이블코인 결제 시범 운영으로 인프라 선제 구축; 3. Predict의 “Polymarket 발행 첫날 FDV” 예측이 일제히 하락, 정산 규칙에 논란 발생; 4. Bit Digital, 43,335 ETH(약 9,134만 달러 상당) 스테이킹; 5. 37만 달러 이상 손실을 입은 계정이 18만 달러 상당의 CS2 경기 티켓을 구매, MIBR이 EYEBALLERS를 꺾음; 6. 비트코인 현물 ETF, 어제 총 4.71억 달러 순유입, 블랙록 IBIT이 1.82억 달러 순유입으로 1위; 7. 이더리움 현물 ETF, 어제 총 1.20억 달러 순유입, 10개 ETF 중 순유출은 단 한 건도 없음.

AI computing power is emerging as a significant source of new electricity demand in the United States, coinciding with a pivotal moment for Bitcoin miners. According to BlockBeats, miners are now faced with the decision to either continue mining or lease their infrastructure to AI companies. This trend is becoming increasingly evident. Core Scientific has shifted much of its mining power to AI hosting services through a partnership with CoreWeave. Similarly, Iris Energy and Hut 8 have expanded their AI and high-performance computing (HPC) revenue streams. Last week, Riot Platforms, MARA Holdings, and Genius Group disclosed the sale of over 19,000 Bitcoins, indicating that relying solely on mining is becoming less viable due to current prices and network difficulties. A Bitcoin miner operating at 1 gigawatt capacity sees income fluctuate with Bitcoin prices and network challenges, whereas leasing the same capacity to AI firms offers contractually agreed returns and predictable cash flow. With Bitcoin prices at $69,000, network difficulty at an all-time high, and energy costs rising as industrial users compete for grid capacity, leasing computing power to AI companies often yields higher returns. However, this does not signal the end of Bitcoin mining. Network power continues to exceed 1 zetahash per second. Miners surviving this cycle may increasingly resemble infrastructure companies, mining Bitcoin while leasing their primary asset—large-scale, low-cost electricity—to the AI sector, which cannot rapidly build data centers.

Odaily Seer 채널의 모니터링에 따르면, Polymarket의 “CS2 대회 MIBR 대 EYEBALLERS 경기 승패” 예측 이벤트에서, 37만 달러 이상의 손실을 입은 한 계정이 약 18만 달러 상당의 MIBR 승리 포지션을 매수했으며, 진입 가격은 약 60¢로 약 31만 주에 해당한다. 현재 가격은 약 58.5¢로 소폭 손실 상태입니다. 이 경기는 PGL 부쿠레슈티 2026 스위스 라운드 단계의 핵심 대결로, 이번 경기 결과는 토너먼트 진출 자격에 직접적인 영향을 미칠 것입니다. Odaily Seer 선지 채널은 예측 시장을 지속적으로 주시하며, 가격이 형성되기 전에 변화를 포착합니다.

India's central bank is expected to keep its interest rates unchanged on Wednesday, marking its first policy decision since the onset of the Iran conflict. According to Jin10, the bank is striving to balance economic growth support with addressing the significant depreciation of the rupee. All 30 economists surveyed by Bloomberg anticipate that the Reserve Bank of India (RBI) will maintain the benchmark repo rate at 5.25%. Despite a dimming economic outlook since the last meeting, the RBI had previously indicated a prolonged pause in rate changes. The Middle East crisis has placed the Monetary Policy Committee in a challenging position. The rupee's decline since the conflict began has become a major pressure point, prompting the RBI to take its most aggressive measures in over a decade to curb speculative bets against the currency. The central bank now faces a dilemma: whether to raise rates to support the rupee or keep borrowing costs low to cushion economic growth.

Jin10 reported on April 7 that recent news of the departure of Tian, a sponsor representative for Blue Arrow Aerospace's IPO project, has drawn industry attention. Concerns arose regarding whether this change might impact Blue Arrow's IPO process. According to Blue Arrow Aerospace, Tian left China International Capital Corporation due to personal family and career development reasons, which is considered a normal career move. The company clarified that this decision is unrelated to Blue Arrow's current IPO project and will not affect the normal progression of IPO-related work. A company representative stated, 'Currently, Blue Arrow Aerospace's listing work is proceeding as planned, with all application and review preparations advancing according to the process. The overall progress is in line with expectations, and the company will continue to strictly adhere to regulatory requirements to steadily advance subsequent listing-related work.'

Polymarket's token launch has led to notable shifts in market probabilities, with the likelihood of its fully diluted valuation (FDV) exceeding $2 billion currently at 13%, and surpassing $10 billion at 6%. According to Odaily, the official settlement statement indicates that if the FDV of Polymarket's token is higher than specified values one day after issuance, the market will settle as 'Yes'. Today, Polymarket announced a comprehensive upgrade to its trading engine and the introduction of its native stablecoin, Polymarket USD. This development is also considered part of the token launch, causing significant fluctuations in related event probabilities on the Predict platform.

Stablecoin trading volume has experienced growth for ten consecutive quarters. According to Foresight News, Daren Matsuoka, head of data and fund strategy at a16z crypto, noted in a tweet that the growth rate has accelerated following the introduction of the GENIUS Act.

On April 7, it was reported that investor Huang Licheng experienced a significant liquidation on March 26, leaving his account with approximately $90,000. According to BlockBeats, he subsequently deposited $700,000 into Hyperliquid to replenish his funds and initiate a new long position. Since the liquidation, Huang has deposited a total of $1.17 million into the platform, bringing his account balance to $1.26 million. Despite not making any withdrawals, the continuous increase in his positions has resulted in an actual account balance of about $1.24 million, indicating a net loss of approximately $20,000. Although the size of his long positions has increased, the account has yet to achieve positive returns. Currently, the account holds an ETH long position valued at $19.9 million, with an unrealized profit of $140,000 and a liquidation price of $2,022. As of the time of reporting, Huang is gradually reducing his holdings and has placed sell orders in the $2,119 to $2,200 range, planning to reduce his position by approximately $2.97 million.

European Central Bank Governing Council member Radov stated that it is premature to determine whether an interest rate hike will be necessary on April 30. According to Jin10, Radov emphasized the importance of monitoring economic indicators and developments before making any decisions regarding monetary policy adjustments. The ECB continues to assess the economic landscape to ensure stability and growth within the eurozone.

예측, Robinhood, Coinbase, Kalshi, Polymarket, Artemis: 불확실성의 금융화 – 골든파이낸스, 예측 시장과 새로운 자산군의 탄생.

AI가 “인류 역사상 가장 위험한 발명품”일 수 있다는 평가가 나오고, 한 기업이 “AGI가 전 인류에게 이익이 되도록 보장하겠다”고 주장하는 상황에서, 지도자의 신뢰 문제는 더 이상 사적인 문제가 아니라 모든 사람을 아우르는 공적인 사안이 된다.

중국의 최고 세무 및 금융 규제 당국은 블록체인을 은행 인프라에 통합하는 속도를 높이고 있으며, 금융 기관들에게 신용 시스템과 데이터 공유 모델을 전면 개편할 것을 촉구하고 있다. 이는 디지털 위안화를 글로벌 금융 영향력을 행사하는 수단으로 자리매김하려는 더 광범위한 전략의 일환이다.

제임스 윈은 비트코인 가격이 상승함에 따라 40배 레버리지를 적용한 숏 포지션이 잇달아 청산되면서 1억 달러에 달하던 계좌 잔고 대부분을 잃고, 단 900달러만 남게 되었다. 2026년 4월 6일, 2주 만에 여섯 번째로 청산된 이 사건은 급격한 몰락의 정점을 찍었으며, 손실 상황은 온체인 상에서 실시간으로 확인되었다.

양자 컴퓨팅이 기존의 AI 보안 및 거버넌스 체계를 뒤흔들게 될까? 이는 단순한 기술적 문제가 아니라, 미래 디지털 사회의 질서를 좌우할 전 지구적 과제이다.

자산 운용 규모가 1조 7천억 달러에 달하는 자산 운용사가 ETF를 토큰화하여 증권사 계좌 밖에서도 거래할 수 있게 만들면서, 업계의 판도는 근본적으로 바뀌었다.

예측 시장은 겉보기에는 도박처럼 보일 수 있지만, 실제로는 현대 금융 분야에서 가장 중요한 도구 중 하나가 될 가능성이 있습니다. 정책 및 거시경제적 사건이 투자자에게 미치는 영향이 점점 더 커짐에 따라, 예측 시장 ETF는 투자자들이 포트폴리오 구성을 보다 수월하게 조정할 수 있도록 도울 것입니다.

골든파이낸스가 암호화폐 및 블록체인 업계 아침 뉴스레터 《골든 모닝 8시》 3019호를 발행하여, 가장 최신의 디지털 화폐 및 블록체인 업계 소식을 전해드립니다.

AI의 지능이 인류의 99.96%를 능가했다. 이는 공상과학 소설의 줄거리가 아니라, 2026년 4월 첫째 주에 실제로 보도된 뉴스다.