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.

Bond traders are increasingly betting that the Federal Reserve's next policy move might be a rate hike rather than a cut. According to Jin10, swap contracts linked to central bank rate decisions currently indicate that the market expects a more than 50% probability of a rate hike by April next year, before any rate cuts occur. More traders are also increasing their positions to hedge against the rising risk of a rate hike by the end of the year. This shift in market sentiment comes as policymakers appear increasingly divided over the outlook for interest rates. Lawrence Gillum, Chief Fixed Income Strategist at LPL Financial, believes that the possibility of a rate cut this year still exists, but it may diminish as the Iranian conflict persists. He stated, "There is no doubt that Warsh's path forward will be challenging."

记得我10年前去台北拜访金融机构时，他们都在叹苦经：2016年1季度台湾省GDP同比下跌0.89%，且已经是连续三个季度下跌，而他们的薪水已经很多年没有上涨了。

5 月 4 日庭审：自打脸的炸弹，照见整个 AI 时代

西联汇款已正式进军稳定币领域，在Solana上推出了与美元挂钩的USDPT，此举标志着该公司正从传统的汇款渠道向基于区块链的结算体系进行重大转型。

BitMine已连续三周购入超过10万枚ETH，使其总持仓量突破518万枚ETH。该公司表示，由于通证化、人工智能应用以及质押收益的增长，以太坊的需求正在上升。

朝鲜被指控策划了2026年全球超过75%的加密货币犯罪，区块链分析公司TRM Labs估计，仅在过去四个月里，被盗资金就可能高达5.77亿美元。

Polygon 推出了基于零知识证明的隐私稳定币支付功能，该功能在执行合规检查的同时，还能隐藏交易细节。用户可为监管机构生成审计文件，旨在为机构用户提供兼具隐私保护与监管合规的链上支付服务。

Tether，这个以稳定币著称的加密金融巨头，正在将触角伸向比特币挖矿领域。

CLARITY Act立法进展对稳定币发行商和交易平台产生了直接影响，Circle股价盘中大涨近20%，USDC交易活跃度显著增加。

就在唐纳德·特朗普公布“自由行动”计划数小时后，比特币价格飙升至8万美元以上，触及80,529美元的四个月高点。该计划是一项美国海军行动，旨在在与伊朗紧张局势不断升级之际，护送货船通过具有战略要地意义的霍尔木兹海峡。

PWL Capital 投资组合经理兼首席投资官 Ben Felix 是一位以实证为基础的投资专家，将学术金融研究转化为普通人都能理解的实用决策。