Arkham announced on the X platform that a major trading account experienced a loss of $4.42 million this week, with assets declining by 77% over four days. According to Odaily, the account has accumulated losses totaling $75.6 million over the past seven and a half months. The account continues to hold long positions in ETH and BTC.

Goldman Sachs has revised its fourth-quarter forecast for Brent crude oil to $90 per barrel, according to Daan Struyven, the bank's co-head of global commodities research. According to NS3.AI, this adjustment follows an estimated cumulative loss of approximately 2 billion barrels in Persian oil production by the end of the year. Struyven noted that Goldman Sachs anticipates only 90% of Persian Gulf oil production will be restored by December. He also warned that in a severely adverse scenario, Brent prices could surge to $120 per barrel by the fourth quarter.

Arkham 在 X 平台发文表示，麻吉大哥交易账户本周再次亏损 442 万美元，4 日内账户资产下跌 77%。其近 7 个半月累计亏损达 7560 万美元。目前仍持有 ETH 与 BTC 多单。

A group of Bitcoin enthusiasts has introduced an open-source AI tool designed to provide evidence-based responses to misconceptions surrounding Bitcoin's environmental impact, energy consumption, and its role in the financial system. According to Cointelegraph, the Nordic-based Bitcoin education platform, Bitcoin Beyond 66, developed 'The Bitcoin Evidence Base' amidst a growing body of peer-reviewed research highlighting the environmental benefits of Bitcoin mining. Despite this, outdated data and methodologically weak studies continue to shape public perception negatively. The database aims to offer users quick access to relevant, evidence-based information about Bitcoin mining and related topics, enabling them to share accurate information with social media users who may have unknowingly spread incorrect information about Bitcoin. The challenge, as noted by Bitcoin Beyond 66, is that most individuals lack the time to read over 22 peer-reviewed papers, Cambridge reports, and ERCOT data. When faced with criticism on social media, a credible and swift response is necessary. The environmental impact of Bitcoin mining has been a topic of debate for over a decade, with criticisms from some United Nations members and governments over concerns about its contribution to global warming. However, Bitcoin environmentalists like Daniel Batten argue that Bitcoin mining now utilizes a larger share of lower-carbon and renewable energy sources, rendering many old narratives outdated. The Bitcoin Evidence Base generates evidence-based responses to Bitcoin-related criticisms submitted by users via text or links. Cointelegraph discovered that The Bitcoin Evidence Base frequently cites an April 2025 University of Cambridge study, which found that more than 52% of Bitcoin is now mined using renewable energy sources. The database also highlights that Bitcoin's renewable energy mix surpasses that of the banking sector, with over 22 peer-reviewed studies documenting Bitcoin's environmental benefits. Bitcoin Beyond 66 stated that the AI-powered database employs Batten's Bitcoin 'communication playbook' to counter misinformation with 'evidence and empathy.' This strategy involves acknowledging the validity of criticisms before addressing misconceptions in a manner that educates both the individual and the broader public, rather than merely winning a debate. The Nordic-based Bitcoin group emphasized that attempting to 'own' someone triggers defenses and achieves nothing. The database offers users three tones for responding to criticism: direct, balanced, and soft. Users can contribute to the database by sharing papers and website links with Bitcoin Beyond 66 for review before inclusion.

Japan has announced the first set of loans as part of its substantial $550 billion commitment to support projects in the United States. Bloomberg posted on X, highlighting this significant financial move aimed at strengthening economic ties between the two nations. The loans are part of a broader strategy to enhance collaboration and investment in key sectors across the U.S. This initiative underscores Japan's dedication to fostering economic growth and development through strategic partnerships and investments.

Greeks.live 宏观研究员 Adam 在 X 平台发文表示，5 月 1 日共有 2.3 万张 BTC 期权到期，Put Call Ratio 为 1.13，最大痛点 76000 美元，名义价值 17.4 亿美元；17.5 万张 ETH 期权到期，Put Call Ratio 为 0.94，最大痛点 2325 美元，名义价值 4 亿美元。其指出，本周行情波动较小，比特币维持在 78000 美元附近震荡，市场情绪逐渐趋于平和，短期 RV 大幅下降，叠加月度交割释放了近四分之一的仓位保证金，本周主要期限期权隐含波动率出现明显下降。比特币主要期限 IV 全面跌破 40%，ETH 主要期限 IV 下降更多，短期 IV 跌破 50%，中长期均跌破 60%。从主要期权数据看，Skew 较为稳定，市场方向性情绪维持轻度偏空。本周仅有 6%的期权到期，5 月底约有 25%持仓，6 月底约有 30%持仓，大宗交易相对不活跃，均为盘整信号。其还表示，今年 4 月比特币在价格和热度两方面表现明显优于前三个月，但山寨币行情有限回暖，现在主要以做比特币为主，做山寨币还需等待。

给AI从沙盒里的黑户身份，铺一条走到链上正式员工的路。

The first JPEG protocol, pPEG, has announced the official opening of its DApp's Swap trading portal. According to Odaily, pPEG is built on the Binance Smart Chain (BSC) and utilizes the Uniswap v4 mechanism, integrating integer trading, on-chain hashing, and image generation logic. When users conduct eligible pPEG transactions, the system can generate unique panda images based on transaction data, wallet addresses, block information, and other on-chain parameters. pPEG connects DeFi trading, token liquidity, NFT collection attributes, and on-chain generated art, allowing each on-chain interaction by users to have visual display value.

U.S. President Donald Trump has received a briefing from military commanders regarding additional military strategies in Iran. Bloomberg posted on X, highlighting the ongoing discussions within the U.S. administration about potential actions in response to tensions in the region. The briefing comes amid heightened geopolitical concerns, with the U.S. evaluating its stance and possible responses to developments in Iran. The situation remains fluid, and further updates are expected as the administration considers its next steps.

Treasury yields held steady as oil prices traded significantly below their peak from Thursday. Wall Street Journal (Markets) posted on X, highlighting the recent stability in the bond market despite fluctuations in the energy sector. The oil market experienced a notable drop after reaching a high earlier in the week, impacting investor sentiment and market dynamics. Analysts are closely monitoring these developments as they assess potential implications for broader economic conditions. The stability in treasury yields suggests a cautious approach by investors amid ongoing volatility in commodity prices.

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。

首款 JPEG 协议 pPEG 官方宣布，DApp 正式开放官方 Swap 交易入口。pPEG 基于 BSC 与 Uniswap v4 机制，将整数交易、链上哈希与图像生成逻辑结合。用户在进行符合条件的 pPEG 交易时，系统可根据交易数据、钱包地址、区块信息等链上参数，生成独特的小熊猫图像。pPEG 将 DeFi 交易、Token 流动、NFT 收藏属性与链上生成艺术连接起来，让用户的每一次链上交互都具备可视化展示价值。

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」。

加密货币,加密市场,太难了——加密成为X上被屏蔽最多的话题 金色财经,过去24小时，加密圈的KOL们在聊什么呢？

金色财经推出加密货币和区块链行业早报《金色早8点》3043期，为您提供最新、最快的数字货币和区块链行业新闻。

数字资产的下一阶段与其说是消费代币的繁荣，不如说是围绕监管轨道展开的竞争。

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

金融体系正在同时从外部和内部被重新布线，AI Agent 将是第一批大规模使用这套新管道的用户。