Arthur Hayes, speaking at the Bitcoin 2026 conference, highlighted a shift in Bitcoin's market narrative towards 'wartime inflation.' According to NS3.AI, Hayes maintained his target price of $125,000 for Bitcoin. He linked this outlook to rising inflation expectations due to the U.S.-Iran conflict and enhanced liquidity in the banking system.

South Korean customs authorities in Busan have booked a man without detention for allegedly orchestrating a 108 billion won ($78 million) USDT payment scheme linked to used car exports. According to NS3.AI, the suspect is accused of violating the Foreign Exchange Transactions Act by allegedly collaborating with a used car importer in Uzbekistan. The suspect reportedly earned approximately 130 million won ($94,000) in commission from the scheme.

BitMEX 联合创始人 Arthur Hayes 在“Bitcoin 2026”大会表示，比特币市场叙事正从“AI 通缩”切换至“战时通胀”，并重申看多比特币，目标价格为 12.5 万美元。Hayes 认为，美伊战争推动通胀与信贷扩张预期升温，同时银行体系流动性改善将对冲 AI 引发的信用收缩。他还表示，其流动性指标已于去年 11 月触底，并与比特币走势同步。

Porvenir has launched a new crypto portfolio for voluntary pension accounts in Colombia, offering indirect exposure to Bitcoin through BlackRock's IBIT. According to NS3.AI, the minimum investment required is COP 100,000, and participants are required to complete a risk profiling process before joining. This move follows similar initiatives by Protección and Skandia, which have also introduced crypto-related products for pension accounts.

A group of former crypto enthusiasts is quietly integrating into traditional finance and technology sectors by shifting their focus to AI, real-world asset tokenization (RWA), and stablecoin payments. According to PANews, these individuals, once known for their aggressive stance on cryptocurrencies, are now exploring new avenues within the financial and technological landscapes. This transition marks a significant change in their approach, as they seek to leverage emerging technologies and stable financial instruments to bridge the gap between the digital and traditional worlds.

1. Strategy 过去一周以平均价格 77,906 美元购入价值 2.55 亿美元的比特币；2. Bitmine 资产总额达 133 亿美元，持有超 507 万枚 ETH 占供应量 4.21%；3. DeFi United 筹款金额超 3 亿美元；4. 美参议院实际仅剩约 9 至 10 个工作周推进《Clarity 法案》；5. 加拿大拟禁止使用加密货币进行政治捐款；6. Kalshi 完成首笔定制化大宗交易，由 Jump 提供流动性；7. Circle：购买 AAVE 代币以支持 DeFi 生态发展；8. 伯恩斯坦：比特币牛市周期将更长，机构资金与稳定币需求推动上涨；9. Avalanche 基金会：支持 DeFi United 以恢复 rsETH 抵押支持；10. Consensys 及其创始人 Joseph Lubin 将提供 30000 ETH 用于 Aave rsETH 坏账修复；11. Strive 增持 789 枚比特币，目前共持有 14557 枚比特币；12. Curve 创始人提议通过市场化模式回收 DeFi 坏账。

Japan's Finance Minister Satuki Katayama has issued a warning to speculators, stating that authorities are prepared to respond to forex market fluctuations at any time. According to Jin10, this announcement comes just hours before the Bank of Japan is set to reveal its policy decision. Katayama emphasized the readiness to take decisive action if necessary, and when asked about the government's vigilance during Japan's upcoming Golden Week holiday, she confirmed their preparedness for round-the-clock intervention. The Bank of Japan is expected to announce its latest interest rate decision shortly, with the market widely anticipating no change. The voting outcome will be closely watched as the market assesses the possibility of a rate hike in June. Governor Kazuo Ueda's remarks at the post-decision press conference will also be scrutinized. Pricing in the overnight swap market indicates a less than 3% probability of a rate hike on Tuesday, while the likelihood of a June rate increase has risen to 65%. The USD/JPY is currently trading around 159.5, near the level where authorities intervened in the forex market in 2024.

中国叫停Manus收购案并非孤立事件，而是全球主要经济体对前沿科技领域外资审查普遍收紧趋势下的一个典型案例。

Chinese sportswear company Anta is set to re-enter the Indian market next month by opening a store in Gurugram, a suburb of New Delhi. Bloomberg posted on X, highlighting the company's strategic move to tap into the world's most populous market. Anta's local partner confirmed the plans, marking a significant step for the brand as it seeks to expand its global footprint. The store launch is part of Anta's broader strategy to increase its presence in international markets, leveraging India's growing consumer base and demand for sportswear. This move follows previous attempts by the company to establish itself in India, reflecting its commitment to capturing market share in the region.

On April 28, Jin10 reported that the Commonwealth Bank of Australia's global economics and market research team highlighted a complex situation for the USD/JPY exchange rate this week. If the ongoing U.S.-Iran tensions continue to drive oil prices higher, the USD/JPY is expected to rise slightly. Additionally, the ambiguous stance of Bank of Japan Governor Kazuo Ueda regarding a potential interest rate hike at the June meeting poses a risk. However, a rapid increase in the currency pair might prompt Japan's Ministry of Finance to intervene in the foreign exchange market to support the yen. Japan's Finance Minister Satuki Katayama previously stated that recent forex fluctuations are speculative, and authorities will take decisive action to intervene in the forex market if necessary.

根据 Similarweb 网站数据，2026 年 Q1，Polymarket 以 1.22 亿位居加密应用网站访问量第一，超越 Robinhood（访问量为 1.18 亿次）。此外，Coinbase 位居第三（访问量为 7880 万次）、Kalshi 位居第六（访问量为 3480 万次）、Kraken 位居第八（访问量为 2200 万次）、Hyperliquid 位居第九（访问量为 1280 万次）、Pump.fun 位居第十一（访问量为 820 万次）、Uniswap 位居第十二（访问量为 500 万次）。

全球金融体系正依托全新基础设施重构，其推进速度远超大多数人的认知。稳定币是这场变革的催化剂，已经演变为金融底层基建，成为新一代全球金融产品底层承载层。

金色财经推出加密货币和区块链行业早报《金色早8点》3040期，为您提供最新、最快的数字货币和区块链行业新闻。

根据往常的周期性逻辑，目前是囤积更多 BTC 的好时候，然后静待下一轮牛市周期的到来。

金色财经推出《金色Web3.0日报》，为您提供最新、最快的MEME、DeFi、DAO、NFT和元宇宙行业新闻。

Manus,往前跑 别回头：写在Manus被撤销交易这一刻 金色财经,在大时代面前，聪明不再是最重要的。

黄金代币化，也许是今年传统金融与Web3之间最引人注目的交汇点之一。

STRC 真正的脆弱点不是 BTC 价格，而是 mNAV。

不同的国家和机构，基于各自的需求，正在用各自的方式接触同一套协议。

分享一下我对DMT-NAT以及其它比特币链上资产的看法。