沃什上任、能源型通胀回潮，与美股、黄金、比特币、美元的交易含义。

Morgan Stanley's interest rate strategists have projected a decline in the mid-section of the Japanese government bond yield curve as market focus shifts from inflation to economic growth. According to Jin10, the strategists expect the yield on the 10-year Japanese government bond to decrease to 2.1% by the fourth quarter of 2026. Currently, data from the London Stock Exchange Group shows this yield at 2.74%. The strategists noted that the long end of the yield curve is likely to lag due to a lack of demand from domestic investors. They also highlighted that the current market pricing implies a more hawkish Bank of Japan policy path compared to Morgan Stanley's probability-weighted policy path and survey-based forecasts, indicating a significant inflation risk premium in the market. "We expect this premium to dissipate by the fourth quarter of 2026, bringing the 10-year JGB yield down to 2.10%. Subsequently, as oil prices stabilize and the Bank of Japan resumes rate hikes, the yield is projected to gradually rise, reaching 2.30% by the fourth quarter of 2027," the strategists stated.

On May 18, a well-known trader, "Loracle," on Hyperliquid, reportedly made significant profits by shorting Cerebras (CBRS), according to BlockBeats On-chain Detection. The trader's position, initially valued at $11.3 million, has been reduced to $6.47 million, with unrealized gains of $1.52 million, representing a 40% profit. Cerebras, once dubbed "NVIDIA's strongest challenger," recently went public on Nasdaq, experiencing a substantial surge. Following this, the trader entered a short position. Previously, the trader also shorted SNDK after Mizuho Securities raised its "buy" target price. The initial short position of $8 million has been partially closed, reducing the position to $5.1 million, with remaining unrealized gains of $850,000, a 57% increase. As of the latest update, both major U.S. stock short positions are being gradually reduced.

The total market size of Jupiter Lend has exceeded $2 billion, according to Foresight News. Official data indicates this significant milestone for the lending platform.

人工智能,芯片,算力,英伟达,7000亿美元市值的AMD 新的数据中心之王 金色财经,新王当立！

它不是说监管利好不重要。它只是说，监管利好已经不够了。

肯尼亚警方在内罗毕逮捕了米尔德雷德·卡切，她涉嫌以一名美国投资者为目标进行虚假黄金交易。受害者支付了431,380 USDT购买400公斤黄金，但黄金从未交付。警方目前正在追踪这笔资金，并搜寻第二名嫌疑人。

随着日本逐步迈向正式批准受监管的加密货币持有基金，该国最大的券商正争相推出加密货币投资信托。这一转变可能会从根本上改变日本普通投资者获取数字资产的方式。

这个赛道跨过了一道其他加密叙事从成功过的巨大门槛——它正在从非加密原生客户那里获得真实收入。

运营商的token业务模式要真正成立，需要的不仅是产品层面的创新，更是组织能力、技术积累、生态构建等多维度的系统性突破。

Coinbase完成收购并逐步淘汰Hyperliquid原生稳定币USDH，由其联合 Circle 共同打造的USDC成为Hyperliquid的官方主流稳定币。Galaxy

沃什,美联储,美股,人工智能,货币政策,沃什风暴将至 金色财经,在沃什时代，美股的脆弱会被放大。

《CLARITY法案》顺利通过参议院银行委员会审议，可以称作加密行业里程碑式胜利。Pantera Capital合伙人拆解法案核心意义。