Japanese bond yields are rising, but this is unlikely to lead to yen appreciation, according to Shota Ryu, a strategist at Mitsubishi UFJ Morgan Stanley Securities. According to Jin10, Ryu attributes the yield increase to concerns over Japan's fiscal health and declining trust in the Bank of Japan's monetary policy. He noted that yen depreciation could further fuel inflation expectations, potentially causing yields to rise even more. Ryu added that without efforts from the government and the Bank of Japan to restore credibility, the pressure to sell the yen could intensify.

India is preparing to send oil tankers through the Hormuz Strait to load energy cargo from the Middle East, marking the first such move since the outbreak of conflict in Iran. According to Odaily, informed sources indicate that the plan is finalized and awaits final government approval. Details regarding the timing and volume of shipments have not been disclosed. Once approved by the Indian Navy and upon receiving orders from refiners, the state-owned Shipping Corporation of India will resume operations in the Persian Gulf. Since the conflict began in late February, shipping through the Hormuz Strait has nearly come to a halt. The strait is crucial, handling about one-fifth of the world's oil flow, and its disruption has severely impacted importing countries like India. It remains unclear whether Iran or the United States, who have imposed blockades, have granted India passage, which is essential for the plan's execution. Last week, Indian Foreign Minister S. Jaishankar met with Iranian Foreign Minister Abbas Araghchi during the BRICS summit in New Delhi. Sources suggest that India aims to continue importing energy from its traditional Middle Eastern suppliers, as alternative sources would take longer and incur higher costs.

A cross-chain bridge connecting Verus and Ethereum was compromised, resulting in a loss exceeding $11 million. According to NS3.AI, Blockaid identified that the vulnerability was similar to previous bridge exploits like Wormhole and Nomad, where verification processes failed to ensure that source-chain parameters aligned with Ethereum-side payment data. Consequently, some Verus block-producing nodes went offline, temporarily halting block production.

Indonesia's President has announced the country's fiscal deficit target for 2027, aiming for it to be between 1.8% and 2.4% of GDP. According to Jin10, the inflation target for the same year is set between 1.5% and 3.5%. Additionally, the GDP growth target for 2027 is projected to range from 5.8% to 6.5%.

According to the announcement from Binance, the platform will temporarily suspend deposits and withdrawals of tokens on the Polygon (POL) network starting approximately on 2026-05-21 at 13:00 (UTC). This suspension is to facilitate a network upgrade and hard fork aimed at enhancing user experience. The upgrade is scheduled to occur at block height 87,218,600, which is expected to be reached around 2026-05-21 at 14:00 (UTC). The trading of tokens on the Polygon network will remain unaffected during this period. Binance assures users that it will manage all technical requirements associated with the upgrade. Once the network is confirmed to be stable post-upgrade, deposits and withdrawals will be resumed without further announcements.

Patrick Witt, a digital asset advisor to U.S. President Donald Trump, has indicated that the administration has overcome significant legal challenges and anticipates announcing a U.S. Bitcoin strategic reserve in the coming weeks. According to NS3.AI, Witt stated that the U.S. government has established the necessary legal framework to secure Bitcoin holdings, viewing the cryptocurrency as an integral component of future financial systems.

A man in his 70s in Shanghai was prevented from withdrawing 100,000 yuan intended for a Bitcoin investment transfer after intervention by bank staff and police. According to NS3.AI, authorities have noted an increase in scams related to Bitcoin investments and retirement wealth management. These scams frequently employ fake profit screenshots and promises of guaranteed returns to deceive individuals.

한국의 장례 서비스 업체인 부모사랑이 이더리움 및 이더리움 관련 금융사에 연동된 레버리지 암호화폐 ETF에 투자자 자금을 몰래 투입했다가 493억 원 이상의 손실을 입으면서 막대한 재정 적자에 직면해 있다.

일본은 2026년 6월 1일부터 요건을 충족하는 해외 스테이블코인의 결제 시스템 진입을 허용할 예정이다. 이 새로운 규정은 더 엄격한 금융 감독 하에 해외 발행사들이 일본의 규제 대상 시장에 진입할 수 있도록 허용한다.

도널드 트럼프 미국 대통령은 현지 시간 화요일 행정 명령에 서명하여, 연방 정부와 연방준비제도(Fed)가 디지털 자산과 핀테크가 기존 금융 서비스 및 결제 시스템에 더욱 깊이 통합될 수 있도록 현행 규제 체계를 검토할 것을 지시했다.

인공지능, AI 에이전트, 제미니, LLM, 구글, I/O 컨퍼런스 한눈에 보기: 새로운 모델이 핵심이 아니다, 구글은 AI를 모든 곳에 접목하려 한다. 골든파이낸스, AI가 ‘현실을 모방’하기 시작하다

Hyperliquid와 그 원생 토큰인 HYPE는 2026년 가장 우수한 성과를 보인 대형 암호화폐 자산이지만, 그럼에도 불구하고 투자자들은 이 자산의 업계 영향력과 내재 가치를 심각하게 과소평가하고 있습니다. 그 핵심 논리는 다음 세 가지입니다.

구글의 향후 3년은 긍정적으로 보지만, 향후 10년에 대해서는 신중한 태도를 유지한다.

골든파이낸스가 암호화폐 및 블록체인 업계 아침 뉴스레터 《골든 모닝 8시》 3062호를 발행하며, 가장 최신의 암호화폐 및 블록체인 업계 소식을 전해드립니다.

탈중앙화 금융 대출 분야의 주도권은 프로젝트 계약 당사자에서 리스크 관리 결정권을 가진 전문 운용 주체로 점차 이동하고 있다.

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

이 13F 보고서 뒤에 숨겨진 논리는 구체적인 수급 판단입니다. 바로 AI 확장의 제약 조건이 변화하고 있다는 점입니다.