黄金,黄金牛市还在吗？关键在4370美元这一“生死线” 金色财经,黄金多头正面临2026年以来最严峻的考验。

Monthly payment volume on crypto-linked debit and credit cards has surged approximately 230% year-over-year, reaching $7.8 billion in cumulative transactions this month — a milestone that signals digital assets, particularly stablecoins, are crossing from speculative instruments into functional everyday payment infrastructure at an accelerating pace.The data, cited by market research publication The Kobeissi Letter, shows cumulative crypto card volume has been growing steadily since 2024 with the acceleration sharply intensifying in 2026 as stablecoin-linked payment products have proliferated across both crypto-native platforms and traditional payment networks.Visa dominates with 90% market sharePayments giant Visa is capturing approximately 90% of all crypto card transactions, primarily through partnerships with onchain-native companies. Jupiter Global — the payments project launched by the team behind the Jupiter decentralized exchange on the Solana network — is among the most prominent of those partnerships, reflecting how the infrastructure connecting decentralized crypto protocols to traditional payment rails is maturing rapidly.The dominance of Visa in crypto card volume illustrates a broader theme that analysts have flagged throughout 2026: the integration of digital assets into the traditional financial system is happening through incumbent payment providers rather than displacing them. Crypto is becoming a new payment rail that runs alongside and through existing networks — not a replacement for them.Why 2026 became the breakout year for crypto cardsThe Kobeissi Letter identified stablecoin accessibility as the primary driver of the 2026 acceleration. "Crypto card adoption has rapidly accelerated in 2026 due to growing access to stablecoins as a payment rail through crypto cards. In other words, more people can now spend stablecoins like fiat by using crypto cards, further driving adoption."The stablecoin angle is critical to understanding why this growth is structurally different from prior cycles of crypto payment enthusiasm. Earlier attempts at crypto payments — spending Bitcoin or Ether directly at point of sale — faced the fundamental problem of price volatility making everyday spending impractical. Stablecoins remove that friction entirely: a dollar-denominated stablecoin spends like a dollar, settles on blockchain rails, and can be accessed through a standard Visa or Mastercard card without the merchant or consumer needing to understand anything about cryptocurrency.What people are actually buying with crypto cardsSpending data from one major crypto exchange's European card operation provides a granular picture of how crypto card adoption is playing out in practice. Grocery store purchases were the top spending category, accounting for approximately 26% of all transactions in January. Restaurants accounted for 18% of total volume. Online shopping was third at around 13%.The category breakdown is significant. Groceries, restaurants, and online shopping are not the speculative or luxury purchases that critics of crypto payment adoption have historically pointed to — they are the most routine, high-frequency spending categories in any household budget. When stablecoins are paying for weekly grocery runs and lunch, payment adoption has moved beyond early adopters into genuine mainstream utility."When crypto pays for lunch, payment adoption is real. For years, critics pointed to a lack of everyday utility as crypto's weak point: great as a speculative asset, less useful as actual money," noted the team behind the card product.Global expansion: 100 countries by year-endThe geographic footprint of stablecoin-linked payment cards is expanding rapidly. In March, Visa and Bridge — a fintech company owned by Stripe — announced plans to roll out stablecoin-linked payment cards in more than 100 countries. The initial rollout covered 18 countries including Argentina, Colombia, Ecuador, Mexico, Peru, and Chile — markets where dollar-denominated stablecoins have particular appeal given local currency volatility and limited access to traditional US dollar banking.Expansion into Asia-Pacific, Africa, and the Middle East is planned by year-end — regions where the combination of large unbanked populations, mobile-first financial infrastructure, and demand for dollar-denominated savings and payments makes stablecoin cards potentially transformative rather than merely convenient.The broader significanceThe 230% year-over-year growth in crypto card volume arrives at a moment when Bitcoin is trading near multi-month lows and sentiment sits firmly in Fear territory. The contrast between short-term price weakness and long-term adoption acceleration is a recurring feature of crypto market cycles — and the payment card data provides concrete evidence that the fundamental use case for digital assets as a medium of exchange is building steadily regardless of what the price chart is doing on any given week.Moody's awarding AAA ratings to tokenized money market funds, BlackRock filing for new tokenized fund products, and $7.8 billion in monthly crypto card volume all point toward the same conclusion: the institutionalization and real-world integration of digital assets is advancing on a timeline that is largely independent of the current macro-driven price weakness.

The global cryptocurrency market cap now stands at $2.53T, down by -0.95% over the last day, according to CoinMarketCap data. Bitcoin (BTC) has been trading between $72,729 and $76,174 over the past 24 hours. As of 09:30 AM (UTC) today, BTC is trading at $73,404, down by -3.19%. Most major cryptocurrencies by market cap are trading mixed. Market outperformers include XLM, ADX, and FF, up by 17%, 14%, and 12%, respectively. Top stories of the day: Bitcoin News Today: U.S. Strikes on Iran Sink Bitcoin Below $73,000 — $958 Million in Liquidations Wipe Out Bulls in One of 2026's Worst Sessions Bitcoin News: Bitcoin Rebounds to $73,300 After Flash Crash Below $73,000 — But Analysts Warn the Relief May Be Short-Lived Binance Alpha Lists Sealcoin (QAIT) Today — Eligible Users Can Claim Airdrop With Alpha Points Crypto News: $7.5 Billion in Crypto Options Expire Friday — Bitcoin's Max Pain Level Is $75,000 Strive's Preferred Stock Achieves Record Bitcoin Accumulation Binance Cofounder and Co-CEO Yi He Named to Fortune’s Most Powerful Women in Business List Trump Criticizes Gensler's Impact on U.S. Crypto Industry Polymarket Denies KYC Requirement Amid Compliance Concerns Market movers: ETH: $1991.19 (-4.34%) BNB: $633.2 (-3.14%) XRP: $1.2917 (-2.92%) SOL: $81.17 (-3.00%) TRX: $0.3554 (-4.87%) DOGE: $0.0987 (-3.10%) U: $1.0013 (+0.00%) WBTC: $73217.15 (-3.17%) XAUT: $4393.89 (-2.00%) ZEC: $530.36 (-6.19%) Top gainers on Binance: XLM/USDT (+17%) ADX/USDT (+14%) FF/USDT (+12%)

美国当局指控一名谷歌软件工程师涉嫌利用公司机密数据在Polymarket上进行博彩，获利逾120万美元，此举加剧了监管机构对加密货币预测市场内幕交易的审查力度。

Cryptocurrency markets shed approximately $80 billion in value over 24 hours after the United States carried out fresh military strikes on an Iranian military site near the Strait of Hormuz, obliterating the ceasefire optimism that had been building since Trump's peace deal announcement on Saturday and triggering one of the largest liquidation cascades of the year.Bitcoin fell to $72,912 in Asian trading hours Thursday — its lowest level since April 13 — before partially recovering to around $73,271. Ethereum dropped 4.2% to $1,976, falling back below $2,000 for the second consecutive session. Solana declined 3.5% to $80.57, XRP slid 3.6% to $1.28, and Dogecoin lost 3.2% to $0.0979.What happened: strikes, sanctions, and retaliationUS Central Command carried out airstrikes on an Iranian military site near the Strait of Hormuz and shot down four Iranian attack drones that a US official said posed a threat to commercial shipping. The official described the action as "measured, purely defensive, and intended to maintain the ceasefire."The ceasefire did not hold. Iran's Islamic Revolutionary Guard Corps reportedly retaliated by attacking a US airbase in Kuwait. Kuwait's military issued warnings that explosions heard in the country were air defense systems intercepting incoming targets. The US Treasury simultaneously imposed new sanctions on Iran's Persian Gulf Strait Authority, accusing it of extorting vessels transiting the waterway.President Trump, speaking at a White House cabinet meeting on Wednesday, said he was "not satisfied" with the current state of negotiations and alluded to further military action — language that directly reversed the optimism generated by his Saturday Truth Social post announcing a "largely negotiated" peace deal."It's international waters," Trump said of the Strait of Hormuz. "The strait's going to be open to everybody," adding that the US would "watch over it." The statement signals a hardening negotiating position rather than the imminent finalization markets had been pricing.The liquidation cascade: $958 million, 93% longsCoinGlass data shows $958.8 million in total crypto liquidations over 24 hours across 167,706 traders — with $897 million coming from long positions and just $61 million from shorts. The 93% long skew on a near-billion-dollar flush is the signature of a market caught leaning heavily in one direction when the move goes the other way.Bitcoin liquidations led at $386 million, followed by Ethereum at $246 million. The largest single liquidation order was a $15.34 million BTC position on Hyperliquid. The leverage that had accumulated through the mid-May consolidation range above $74,000 — traders positioned for a recovery toward $80,000 following the peace deal optimism — was cleared almost entirely in a single session.The speed of the unwind reflects how fragile the positioning had become. Bitcoin had held above $74,000 through several weeks of Iran conflict headlines, ETF outflows, and macro deterioration. Thursday's strikes broke that floor, and the liquidation cascade that followed suggests the market had not adequately hedged for a scenario where the peace process collapsed rather than progressed.Oil, equities, and the macro domino effectCrude oil reacted immediately to the strike news. WTI rose 3.5% to top $92 per barrel while Brent climbed toward $98 — a significant reversal from the $96 and $103 levels that had followed Trump's Saturday peace announcement. The Strait of Hormuz handles approximately one-fifth of global oil trade, and any renewed threat to that chokepoint feeds directly into inflation expectations and Federal Reserve rate policy.Traditional markets reflected the same risk-off impulse. The MSCI All Country World Index retreated 0.4% from a record high. A gauge of Asian shares dropped 1.7%. S&P 500 and Nasdaq 100 futures pointed lower. Hong Kong's Hang Seng fell 1.9% and Japan's Nikkei dropped 1.25%.Bitcoin and Ethereum: risk assets, not hedgesLVRG Research director Nick Ruck captured the uncomfortable truth that Thursday's session exposed. "Bitcoin and Ethereum, despite their long-term narrative as hedges, continue to behave more like high-beta risk assets during periods of uncertainty," he told Cointelegraph. "Traders are now monitoring escalation risks in the Middle East, and any effects on inflation and Fed policy as crypto liquidity quickly thins and leveraged positions get flushed out."The high-beta behavior is precisely what makes the current environment so dangerous for crypto bulls. In a genuine risk-off move driven by geopolitical escalation and inflation re-acceleration, assets that behave like leveraged equity proxies get sold first and hardest. The correlation between Bitcoin and the Nasdaq that has strengthened through 2026's institutionalization process is a tailwind when equities are rising and a headwind when they fall.What comes next: the $70,000 floorWith Bitcoin now hovering around $73,000 after a partial recovery from the $72,912 low, the $70,000 support level identified as the aggregate cost basis of the entire Bitcoin market has moved from a theoretical risk to a near-term possibility. CryptoQuant has previously identified $70,000 as the level at which unrealized profit margins compress toward zero — removing the selling incentive from short-term holders and historically marking significant support during corrections.Thursday's core PCE inflation data — the Federal Reserve's preferred inflation gauge — and Fed speeches from New York Fed President Williams and Governor Bowman remain the day's scheduled macro catalysts. A hot PCE reading in the context of renewed geopolitical escalation and oil above $90 would complete the worst possible macro combination for risk assets. A soft reading could provide the first genuine relief, but may struggle to overcome the geopolitical momentum now running in the bearish direction.Friday's $7.5 billion options expiry with Bitcoin's max pain at $75,000 provides a technical reference point — but getting from $73,000 to $75,000 by Friday's settlement now requires the market to overcome both a massive liquidation hangover and a geopolitical situation that deteriorated significantly

Bitcoin is experiencing increased sell pressure as it flows into exchanges while stablecoins are exiting at a record pace, according to crypto analyst Axel Adler Jr. According to ChainCatcher, Adler noted that this simultaneous movement signals a "risk-averse" market environment. Data shows that the 30-day net inflow of Bitcoin to exchanges has shifted from an extreme net outflow of 300,000 BTC at the end of March to an inflow of 103,000 BTC, indicating a readiness to sell. During the same period, Bitcoin's price dropped from $80,000 to $73,700. Meanwhile, stablecoins are leaving centralized exchanges at an unprecedented rate. The 30-day average net flow of stablecoins has changed from an inflow of $164 million per day at the end of April to an outflow of $153 million per day. This suggests a decrease in liquidity available for purchasing Bitcoin. Adler highlighted that when Bitcoin flows into exchanges while stablecoins flow out, it creates an unfavorable structure of "increased supply and decreased demand," typical of a risk-averse market. Adler believes that if Bitcoin's net inflow continues to exceed 100,000 BTC, the market may face a deeper correction. Stabilizing signals would include Bitcoin returning to a net outflow or stablecoins flowing back into exchanges.

Bitcoin has clawed back to $73,300 after briefly breaking below $73,000 in early Thursday trading — a modest recovery that provides some technical relief but does little to change the underlying picture of accelerating ETF outflows, fresh US-Iran military strikes, and macro headwinds that drove the initial breakdown.The bounce from the session low brings Bitcoin back above the $73,000 level that had briefly given way, but leaves it well below the $75,000 to $76,000 support zone that analysts had identified as critical heading into the week. The $70,000 aggregate market cost basis level — flagged by CryptoQuant as the most significant structural support in the current correction — remains the key floor traders are watching.What the rebound does and doesn't tell usA recovery to $73,300 from a sub-$73,000 low is technically meaningful as a short-term relief move — particularly ahead of Friday's $7.5 billion options expiry where Bitcoin's max pain level sits at $75,000, creating some gravitational pull toward higher prices into settlement.However, the forces that drove Thursday's breakdown remain fully intact. BlackRock's IBIT posted its second-largest daily outflow since inception at $527.8 million on Wednesday. Total Bitcoin ETF outflows hit $733.4 million — the largest single-day figure since January 29. New US-Iran military strikes have reversed the weekend's de-escalation optimism. Core PCE inflation data is still due later today, with a hot reading capable of extending the selloff.The bounce should be treated as a potential dead-cat recovery rather than a confirmed reversal until ETF flows stabilize, the macro picture improves, or a genuine positive catalyst emerges to shift institutional positioning.The $75,000 options max pain level and Friday's expiry remain the most important near-term reference points for price.

More than half of Venezuelans support the dollarization of the economy to curb one of the world's fastest inflation rates, according to a report by Jin10 on May 28. An AtlasIntel survey revealed that 31% of respondents support dollarization, with an additional 26% strongly in favor. In contrast, 30% oppose or strongly oppose the measure. According to the Venezuelan Central Bank, the country's annual consumer price increase surged to approximately 600% in April, up from 475% in December. This hyperinflation, coupled with a weak job market and low wages, has placed a heavy burden on Venezuelans. Despite joint efforts by Venezuela and the United States to reopen the economy and attract foreign investment, public confidence and sentiment continue to deteriorate. The survey results indicate that about 79% of respondents consider the economic situation in May to be "poor," a two-percentage-point increase from the previous month.

亚马逊MGM工作室批准了三部由人工智能开发的儿童动画剧集——《顽皮鸭》、《爱，戴安娜：音乐猎人》和《纸杯蛋糕与朋友们》——将制作周期从大约两年缩短至仅数月。

BitDigital has revealed plans to extend a loan facility of up to $100 million to its subsidiary, WhiteFiber. According to NS3.AI, the funding will be sourced either partially or entirely through a credit line secured by BitDigital's Ethereum (ETH) holdings.

ETF,加密货币,华尔街,华尔街加密包装纸又换了一张 这次叫金库股 金色财经,现货 ETF 曾被宣告是机构入场的终点站。

ETH,Vitalik Buterin,一个 Crypto 「理想主义者」的异化史 金色财经,一个以太坊布道者的「反叛」。

在人工智能工具的威胁之下，如今所有去中心化金融项目都不再安全吗？还是说这种看法过于悲观？

Meta 即将推出针对 Facebook、Instagram、WhatsApp 及其 Meta AI 聊天机器人的付费订阅套餐，月费从 2.99 美元到 19.99 美元不等。随着公司在人工智能领域投入巨资，并寻求广告业务之外的新收入来源，该公司正大力拓展订阅业务。

永续合约,2026 年加密永续合约现状报告 金色财经,永续交易所的格局正在经历结构性转变。

加密市场的下一轮结构性机会，可能不再来自一个新的代币叙事，而来自交易基础设施承载对象的转变。

韩国检方已对五名涉案人员提起公诉，指控其涉嫌策划一起索拉纳（Solana）迷因币“跑路”骗局，导致数百名投资者血本无归。这是该国新颁布的加密货币投资者保护法实施以来的首次重大执法行动。