BitMEX co-founder Arthur Hayes at Inside the Blockchain 100 called for the legalization of insider trading on prediction markets, arguing that insiders possessing material information should be allowed to trade on platforms such as Polymarket and Kalshi, as doing so accelerates price discovery and reveals geopolitical developments ahead of public announcements. Hayes dismissed media criticism of politicians and political families trading on these platforms, saying such activity should be encouraged. He also flagged the forthcoming launch of HIP4 on Hyperliquid as a further step toward transparency in global governance.

On April 30, JPMorgan Private Bank strategist Madison Faller stated in a report that the European Central Bank's policy statement on Thursday suggests a high threshold for committing to rate hikes. According to Jin10, Faller noted that the ECB's reaction function is characterized by 'maximum optionality.' She mentioned that given the uncertainty, market expectations for nearly three rate hikes before the end of the year seem premature. 'Core inflation in March did not reaccelerate, and long-term expectations remain quite stable,' she said, adding that without clearer spillover effects from rising energy prices, the risk leans towards pricing fewer rate hikes. JPMorgan anticipates one rate hike this year, which may limit the euro's gains against the dollar to around 1.18-1.20.

Meta Platforms (META.O) experienced a significant decline, falling over 10%. According to Jin10, this marks the largest drop for the company since October of the previous year.

据 Gate 最新数据，黄金价格上涨至 4,631.79 美元/盎司，日内涨幅达 1.94%。白银价格涨至 73.482 美元/盎司，日内涨幅达 3.09%。BVIX（BTC 波动率指数）最新报价 40.89，日内跌幅为 1.47%。EVIX（ETH 波动率指数 ） 最新报价 58.50，日内涨幅为 1.56%。外汇方面，美元兑离岸人民币（USD/CNH）日内下跌 0.21%，当前汇率为 6.83231。美元兑日元（USD/JPY）日内下跌 2.36%，当前汇率为 156.640。全球股指方面，欧洲 50 指数（EUSTX50）日内上涨 0.68%，报 5,829.42 点；英国富时 100 指数（UK100）日内上涨 1.55%，报 10,354.14 点；德国 DAX40 指数（GER40）日内上涨 1.20%，报 24,122.10 点。大宗商品方面，WTI 原油日内下跌 2.91%，报 107.60 美元/桶。布伦特原油日内下跌 2.14%，报 115.25 美元/桶。Gate 支持用户在平台内直接交易传统金融市场产品，一站式覆盖贵金属、外汇、全球股票差价合约（CFD）、重要指数及大宗商品等多类资产，实现加密资产与传统金融资产的深度融合。Gate TradFi 相关功能已全面集成至 Gate App 及 Web 端，用户无需切换平台，即可便捷参与全球资产价格交易，在加密市场之外解锁更多策略与机会，持续提升多元资产配置体验。

Datavault AI, a Nasdaq-listed company, has announced a strategic partnership with King Mining Capital to launch the GoldVault™ gold tokenization project, valued at over $150 million. According to Odaily, the collaboration will also involve equity investments, physical gold acquisitions, and a structure tied to mining revenues. Under the agreement, Datavault AI will acquire a 5% equity stake in King Mining Capital and will receive an additional 5% warrant upon completion of the tokenization project. The company plans to purchase 20,000 ounces of physical gold at a 30% discount through stock payment.

埃里克·特朗普出现在American Bitcoin的财报电话会议上。

美国白宫国家经济委员会主任哈塞特表示，无法讨论鲍威尔是否事先告知了白宫。对美联储主席鲍威尔的言论感到失望。希望鲍威尔明白司法部已经退让了。(金十)

The U.S. stock market opened with gains as major indices showed positive movement. According to Jin10, the Dow Jones Industrial Average rose by 0.45%, the S&P 500 increased by 0.36%, and the Nasdaq Composite climbed by 0.57%. Hertz (HTZ.O) saw a significant rise of 15% following the announcement of its collaboration with Uber to advance the operation of autonomous and manually driven taxi fleets. Meanwhile, Meta Platforms (META.O) experienced a decline of 8.4% after the company raised its capital expenditure outlook and warned of potential regulatory risks.

BitMEX co-founder Arthur Hayes at Inside the Blockchain 100 said most altcoins lack product-market fit and fail to return revenue to token holders through staked emissions or buybacks. The sole exception Hayes highlighted was Hyperliquid, which he said has real clients generating real revenue that flows directly to token holders — a model no other project matches at comparable scale. He attributed Hyperliquid's relative resilience during Bitcoin's 50-60% decline and the volatile US-Iran war period to this fundamental differentiation.

根据 msx.com 数据，美股开盘，道指涨 0.45%，标普 500 指数涨 0.36%，纳指涨 0.57%。加密概念股涨跌不一，Circle 下跌 1.72%，Coinbase 下跌 0.66%，Robinhood 下跌 0.84%，Hut 8 上涨 4.83%，Strategy 上涨 1.91%。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。

比特币在周四维持在约 7.6 万美元附近震荡，美联储维持利率不变后，市场焦点迅速转向政策内部分歧及宏观不确定性。分析人士指出，比特币仍被压制在 7.8 万至 7.9 万美元关键阻力区间下方，短期缺乏突破动能。Kraken 首席经济学家 Thomas Perfumo 表示，当前市场更关注美联储内部“分裂”带来的政策不确定性，而非按兵不动本身，尤其是在主席 Jerome Powell 持续留任与 Kevin Warsh 潜在接任预期并存的背景下，政策路径缺乏清晰过渡。Glassnode 数据显示，比特币仍“受困于”True Market Mean 下方，阻力集中在 7.8 万至 7.9 万美元区间，支撑则位于 6.5 万至 7 万美元之间。尽管抛压有所缓解，但需求不足以支撑持续上行突破。宏观层面方面，美联储罕见出现严重分歧，被市场解读为通胀路径不确定性上升。Bitget Wallet 与 21Shares 等机构分析指出，“更长期维持高利率”的预期正在压制风险资产表现，加密市场进入观望阶段。资金流向方面，美国比特币现货 ETF 已连续三日录得净流出，4 月 29 日单日流出约 1.38 亿美元；以太坊 ETF 同期流出约 8770 万美元。尽管个别产品仍有资金流入，但整体趋势显示机构需求正在降温。与此同时，CME 持仓与 ETF 资产管理规模虽趋于稳定，但尚未出现强劲回流信号。衍生品市场则显示永续合约空头仓位创历史高位，若情绪改善可能触发挤压行情，但当前市场仍以低波动、低信心的震荡结构为主。整体来看，比特币在改善的支撑结构与疲弱需求之间拉锯，ETF 持续流出、政策不确定性与宏观风险共同压制其突破关键阻力区间。（The Block）

KelpDAO,AAVE,rsETH,THORChain,从Tornado Cash到THORChain：黑客洗钱路线大迁移 金色财经,黑客为何转向THORChain？

“I won't see you next time”，任期将尽，鲍威尔时代进入倒计时。

加密市场,泡沫之后 何去何从：2026 数字资产市场分析报告 金色财经,从百年科技史看加密行业的生死轮回。

2025 年对于RWA而言是具有里程碑意义的一年。

AI Agent 经济的到来，正在为 Web3 提供真正运转于经济活动的机会。

一场大规模的国际执法行动成功摧毁了一个工业规模的加密货币诈骗网络。在由迪拜当局、美国联邦调查局和中国公安部共同开展的联合打击行动中，共有276人被捕，至少9个诈骗团伙被取缔。

对于普通投资者，何一建议优先配置头部与相对稳健资产，小比例参与高风险机会，同时建立独立认知、控制仓位、理解风险，不要被市场叙事牵着走。

2026 年 4 月 29 日，微软、谷歌、Meta、亚马逊在同一天交出了今年一季度的成绩单。

区块链到底是什么？十几年过去了，答案越来越简单：它是一场硬核的自由主义实验。