Arthur Hayes is becoming more optimistic about risk assets, including cryptocurrencies, as he believes the global liquidity cycle is shifting. According to BeInCrypto, Hayes argues that the enhanced supplementary leverage ratio (eSLR), effective April 1, 2026, allows US banks to leverage their balance sheets more, potentially increasing dollar liquidity. This regulatory change could enable banks to hold more Treasuries, expanding balance sheets and releasing liquidity. Hayes downplays concerns about Kevin Warsh's potential impact on the Fed's balance sheet, emphasizing that eSLR relief is already in effect.

U.S. President Donald Trump has announced plans to raise tariffs on cars and trucks imported from the European Union to 25% next week. According to NS3.AI, Trump stated that the EU has failed to fulfill its obligations under the existing trade agreement. He emphasized that vehicles manufactured in U.S. factories will not be subject to these tariffs. Additionally, Trump highlighted that ongoing construction of auto and truck plants represents over $100 billion in investment.

Galaxy Research head Alex Thorn stated that the proposed merger of Twenty One Capital (XXI), Strike, and Elektron Energy would position XXI as the second most influential Bitcoin public company after MicroStrategy. According to BeInCrypto, Tether Investments, XXI's majority shareholder, plans to vote in favor of merging XXI with Bitcoin financial services firm Strike and mining operator Elektron Energy. XXI currently holds 43,514 BTC, making it the second-largest public corporate Bitcoin holder. The merger would enhance XXI's strategic significance, adding brokerage, custody, and Bitcoin-backed lending services from Strike, and approximately 50 EH/s of hashrate from Elektron Energy. Governance challenges are anticipated, with Jack Mallers serving as CEO of both XXI and Strike, and Tether holding majority stakes in both XXI and Elektron. Additionally, Elektron CEO Raphael Zagury faces litigation related to a mining joint venture with Swan Bitcoin.

Oobit has launched a new Visa-supported virtual card designed to enable AI agents to make online purchases using USDT for businesses. According to NS3.AI, the cards are funded by Tether's treasury and were initially launched to a select group of businesses on Thursday. The onboarding process is limited and will expand through June 30. Businesses are required to pass Know Your Business checks, although the timeline for broader access has not been disclosed.

Nucor Corporation (NUE) has reported robust financial results for the first quarter, surpassing analyst expectations. According to NS3.AI, the company achieved a revenue of $9.5 billion, exceeding the anticipated $8.86 billion. Earnings per share (EPS) were reported at $3.23, higher than the forecasted $2.82. Chair and CEO Leon Topalian highlighted that the company generated approximately $1.5 billion in EBITDA. Additionally, CFO Jack Sullivan noted that net earnings reached $743 million. Following the earnings announcement, Nucor's stock experienced a nearly 5% increase and has risen over 38% so far this year.

Robert Hackett, head of special projects at a16z Crypto, has highlighted the shifting relevance of the term 'stablecoin.' According to ChainCatcher, Hackett notes that stablecoins were initially created during periods of high volatility in the crypto market, emphasizing their stability. However, as technology advances, stability has become a foundational aspect of global financial infrastructure. The focus within the crypto industry has shifted from questioning stability to exploring further possibilities for development. Hackett suggests that the term 'stablecoin' may eventually become obsolete, replaced by broader concepts such as 'digital dollar' or 'on-chain assets.' These terms could integrate seamlessly into the financial system's foundation, similar to how the concept of 'electric lighting' evolved into simply 'lighting.' This reflects a broader trend where stablecoins are seen less as innovative solutions and more as fundamental components of the financial ecosystem.

Manfred, an AI agent developed by ClawBank, has autonomously established a company by obtaining its own IRS Employer Identification Number. According to NS3.AI, Manfred is capable of transacting with over 30 cryptocurrencies. Justice Conder noted that Manfred also possesses an FDIC-insured U.S. bank account and a crypto wallet. Conder mentioned that Manfred's integrated crypto trading feature might be operational by the end of this month.

Canada is providing its banks with increased flexibility to invest in and potentially control fintech and other innovative companies. Bloomberg posted on X, highlighting this development as part of the latest Bay Street Edition. This move aims to foster innovation and growth within the financial sector by allowing banks to engage more actively with emerging technologies and business models. The decision reflects a broader trend of financial institutions seeking to integrate cutting-edge technology to enhance their services and competitiveness.

WisdomTree's cryptocurrency exchange-traded products (ETPs) experienced significant growth in the first quarter, drawing $137 million in net inflows. According to NS3.AI, the assets under management for these crypto ETPs increased to approximately $1.8 billion during the initial three months of this year. Additionally, WisdomTree reported that its total company assets under management surged to $152.6 billion, marking an increase of over 30% compared to the previous year.

Carl Runefelt and David Wulschner have expressed their views on Bitcoin's current market position, suggesting that the bear-market floor might be set around $60,000. According to NS3.AI, Bitcoin is currently trading near $76,500. Wulschner has indicated that his own bottom range is between $52,000 and $53,000, while he considers a drop to $39,000 to be improbable.

一边是美联储、日本央行、欧洲央行与美国核心PCE数据的密集发布，另一边是行业叙事的集中爆发，市场在“期待”与“恐慌”之间反复摇摆。

支付,加密货币,金融体系,加密货币支付的「最后一公里」问题 金色财经,加密货币到法币的「配送」远非看起来那么简单。

市场不会一直模棱两可。催化剂，往往就藏在不经意间。

对于有志于在Web3领域深耕的创业者而言，建议在充分理解国内法律及市场政策的前提下，理性评估创业项目的潜在风险，审慎做出决定。

​有一位著名的加密 KOL，网名叫 ThreadGuy。他在 2021 年因教授人们如何交易 NFT 而声名鹊起。

给AI从沙盒里的黑户身份，铺一条走到链上正式员工的路。

真正被 DeFi 采用的并不是规模最大的国债，而是更具正收益利差的信用类资产。

人工智能,苹果,技术,纳瓦尔：苹果已死 SaaS是下一个 金色财经,你的公司到底有什么是 AI 复制不了的？

在 DeFi 借贷龙头 Aave 深陷 Kelp DAO 被盗事件的困境时，另一老牌协议 Sky 不仅吸引了巨鲸们真金白银的关注，近两周 TVL 大幅涨超 25%，还趁热打铁接连抛出两项重磅动作。

昨晚 DeepSeek 多模态研究员陈小康在 X 上发了一条推，并公布了DeepSeek 关于多模态技术的新论文《Thinking with Visual Primitives》，表示「Excited to release」。