골든파이낸스가 암호화폐 및 블록체인 업계 아침 뉴스레터 《골든 모닝 8시》 3048호를 발행하여, 가장 최신의 디지털 화폐 및 블록체인 업계 소식을 전해드립니다.

On May 05, 2026, 23:35 PM(UTC). According to Binance Market Data, BNB has dropped below 630 USDT and is now trading at 629.950012 USDT, with a narrowed narrowed 1.08% increase in 24 hours.

Local media have reported sounds of explosions in southern Iran. According to NS3.AI, the details surrounding these explosions remain unclear, and there has been no official statement from Iranian authorities regarding the incident. The situation is developing, and further updates are expected as more information becomes available.

U.S. President Donald Trump announced that the United States and Iran have agreed to a temporary, short-term pause on Project Freedom ship movements through the Strait of Hormuz. According to NS3.AI, this pause was requested by Pakistan and other nations, while a full blockade continues to be enforced.

New Zealand's labor cost index for the first quarter showed a year-on-year increase of 2%, aligning with expectations and matching the previous quarter's rate. According to Jin10, the data reflects stability in labor costs during this period.

New Zealand's employment participation rate for the first quarter was reported at 70.4%, according to Jin10. This figure fell slightly short of the anticipated 70.50% and also below the previous rate of 70.50%.

Forward Industries and RockawayX have jointly led a strategic investment in OnRe, a startup focused on developing reinsurance infrastructure on the Solana blockchain. This initiative aims to integrate traditional risk-transfer markets with decentralized technology. According to Cointelegraph, the companies announced on Tuesday their co-leadership in OnRe’s $5 million Series A funding round, with Forward Industries planning to invest up to $25 million into the platform’s yield-bearing token on Solana. The investment will be utilized to enhance OnRe’s platform and attract more institutional participants to onchain reinsurance, a niche yet emerging segment within decentralized finance. OnRe seeks to transition parts of the reinsurance market, where insurers transfer risk to third parties, onto blockchain infrastructure. This involves using tokenization and smart contracts to manage underwriting and capital flows. The initiative is part of a broader effort to experiment with real-world financial services, including insurance and reinsurance, on blockchain networks, although adoption is still in its early stages. Forward Industries is the largest corporate holder of Solana, with over 7.01 million SOL on its balance sheet, as per industry data. Its shares, traded on Nasdaq, rose approximately 5.8% during Tuesday's regular session, according to Yahoo Finance. However, most of this increase dissipated in after-hours trading. SOL was last reported at $86.61, marking a 2.7% rise. The global reinsurance market is valued at over $600 billion, driven by increasing demand for risk transfer, with total reinsurance premiums nearing $2 trillion. Blockchain-based platforms are being explored as a means to streamline traditionally manual processes by introducing shared ledgers for real-time tracking, underwriting, and claims settlement. OnRe is not alone in this endeavor; Re, a decentralized reinsurance protocol, is another project aiming to connect institutional capital with collateralized insurance risk while offering tokenized yield products. Other protocols are emerging to provide insurance and reinsurance coverage for decentralized finance applications and smart contracts, though the sector remains largely experimental. Efforts are also underway to apply blockchain and digital assets across various parts of the insurance value chain. For instance, insurance broker Aon has tested the use of stablecoins for paying insurance premiums. Tim Fletcher, CEO of Aon’s financial services division, noted that tokenized assets are likely to become increasingly integrated into traditional financial systems.

On May 05, 2026, 22:42 PM(UTC). According to Binance Market Data, Bitcoin has dropped below 81,000 USDT and is now trading at 80,833.34375 USDT, with a narrowed narrowed 0.85% increase in 24 hours.

KelpDAO has accused LayerZero of being responsible for a $292 million exploit related to its rsETH bridge, announcing plans to transition the system to Chainlink CCIP. According to NS3.AI, LayerZero has refuted these allegations, attributing the exploit to KelpDAO's use of a single-verifier setup rather than the recommended multi-verifier model. Approximately $71 million in cryptocurrency associated with the exploit has been frozen on Arbitrum. The disagreement has escalated to a legal battle in a New York federal court.

CFTC Chair Michael Selig announced that the agency is progressing towards formalizing its March no-action stance regarding Phantom into official regulations for self-custodial wallet software developers. According to NS3.AI, the March letter indicated that developers meeting specific criteria would be exempt from registering as brokers with the agency. Selig further stated that the CFTC intends to continue legal actions against states that contest federal oversight of prediction markets.

10년 전 내가 타이베이의 금융 기관들을 방문했을 때, 그들은 모두 한탄하고 있었습니다. 2016년 1분기 대만 GDP가 전년 동기 대비 0.89% 하락했고, 이미 3분기 연속 하락세를 보이고 있었으며, 그들의 급여는 수년 동안 오르지 않았기 때문이었습니다.

5월 4일 법정 심리: 스스로를 뒤집는 폭탄, AI 시대 전체를 비추다

웨스턴 유니온이 공식적으로 스테이블코인 시장에 진출하며, 솔라나(Solana) 네트워크에서 미국 달러에 연동된 USDPT를 출시했다. 이는 기존의 송금 채널에서 블록체인 기반 결제 시스템으로의 대대적인 전환을 시사하는 움직임이다.

비트마인(BitMine)은 3주 연속 10만 ETH 이상을 매입하며 총 보유량을 518만 ETH 이상으로 늘렸다. 이 회사는 토큰화, AI 활용, 스테이킹 수익 증가로 인해 이더리움 수요가 증가하고 있다고 밝혔다.

북한은 2026년 전 세계 암호화폐 범죄의 75% 이상을 주도한 혐의를 받고 있으며, 블록체인 분석 업체 TRM Labs는 지난 4개월 동안만 도난당한 자금이 무려 5억 7,700만 달러에 달할 것으로 추산했다.

폴리곤(Polygon)은 제로 지식 증명을 활용해 거래 내역을 숨기면서도 규정 준수 검증을 병행하는 비공개 스테이블코인 결제 기능을 도입했습니다. 사용자는 규제 당국을 위해 감사 파일을 생성할 수 있으며, 이는 프라이버시와 감독 기능을 갖춘 온체인 결제의 기관용 활용을 목표로 합니다.

스테이블코인으로 유명한 암호화폐 업계의 거물 테더(Tether)가 비트코인 채굴 분야로 사업 영역을 확장하고 있다.

CLARITY 법안의 입법 진전은 스테이블코인 발행사와 거래소에 직접적인 영향을 미쳤으며, 서클(Circle)의 주가는 장중 20% 가까이 급등했고, USDC의 거래량도 크게 증가했다.

도널드 트럼프 대통령이 이란과의 긴장이 고조되는 가운데 전략적으로 중요한 호르무즈 해협을 통과하는 화물선을 호위하기 위한 미 해군 작전인 ‘프로젝트 프리덤’을 발표한 지 불과 몇 시간 만에 비트코인 가격이 8만 달러를 돌파하며 4개월 만에 최고치인 8만 529달러를 기록했다.