The 'NACHO' trade is gaining traction on Wall Street as both oil prices and Treasury yields experience an upward trend. Wall Street Journal (Markets) posted on X, highlighting the simultaneous increase in these key financial indicators. This development is drawing attention from investors who are closely monitoring the implications for the broader market. The rise in oil prices is often linked to geopolitical tensions and supply constraints, while higher Treasury yields can signal expectations of economic growth or inflation. As these trends unfold, market participants are assessing potential impacts on investment strategies and economic forecasts.

U.S. stocks ended the trading session on a positive note, as the S&P 500 and Dow Jones Industrial Average each rose by 0.19%. According to NS3.AI, the Nasdaq Composite also saw a modest increase, closing 0.1% higher. These gains reflect a positive sentiment in the market, contributing to the upward movement of major indices.

TD Cowen's Jaret Seiberg indicated that the May 14 vote on the CLARITY Act is a step towards bringing the bill to the Senate floor, rather than finalizing its passage. According to NS3.AI, Seiberg highlighted that unresolved conflict-of-interest issues related to the Trump family's cryptocurrency ventures could delay the bill's passage until after 2027, with final regulations potentially not being established until 2029.

U.S. President Donald Trump has expressed the need for additional tariffs, emphasizing their importance in current economic strategies. According to NS3.AI, Trump's statement reflects ongoing trade tensions and the administration's focus on leveraging tariffs as a tool for economic negotiation. The call for increased tariffs aligns with previous measures aimed at addressing trade imbalances and protecting domestic industries. This approach continues to be a significant aspect of the administration's economic policy.

U.S. President Donald Trump has expressed support for a temporary suspension of the federal gasoline tax. Bloomberg posted on X, highlighting that this move is seen as an implicit acknowledgment that the conflict in Iran is unlikely to conclude in the near future. The decision reflects the administration's response to the ongoing geopolitical tensions and their impact on energy prices. The suspension aims to alleviate the financial burden on consumers as the situation in Iran continues to unfold.

The Senate Banking Committee has set a vote for May 14 on the Clarity Act. According to NS3.AI, TD Cowen noted that this decision merely shifts the debate to the full Senate. Jaret Seiberg explained that if the committee passes the bill, it would allow lawmakers to merge it with the Senate Agriculture Committee's version and then pursue the 60 votes required for approval. However, Seiberg highlighted that disagreements over stablecoin yield, ethics provisions, anti-money laundering, and market manipulation standards continue to pose challenges to the bill's progress this year.

Bitcoin is encountering challenges in surpassing the $84,000 mark, although bullish sentiment persists as long as the price remains above the 20-day EMA. According to Cointelegraph, several major altcoins have experienced pullbacks, indicating that bears continue to sell during rallies. Bitcoin (BTC) has seen a decline at the week's start, but bulls are striving to keep the price above $81,500. Crypto sentiment platform Santiment reported a current ratio of bullish to bearish comments on social media at 1.5:1, suggesting that the ongoing upward movement may lack sustainability, as rallies fueled by confident crowds tend to dissipate faster than those amid skepticism. A concerning factor for BTC is its rejection at the 200-day exponential moving average ($82,039). Since November 2025, each rejection at the 200-day EMA has led to sharp drawdowns ranging from 25% to 36%. If history repeats, BTC might experience a 30% decline toward $56,000. However, the outlook is not entirely bleak for bulls. U.S. spot BTC exchange-traded funds have recorded six consecutive weeks of net inflows, marking the longest streak since August 2025, suggesting investor anticipation of continued recovery. The S&P 500 Index (SPX) has maintained its upward trend, reaching a new all-time high of 7,423. This indicates strong bullish control. A minor risk to this trend is the overbought level on the relative strength index (RSI), suggesting potential consolidation or correction. The 20-day EMA (7,169) serves as a key support level. A rebound from this level would affirm the uptrend's strength, while a close below it could lead to a drop to 7,002. The US Dollar Index (DXY) struggles to rise above the 20-day EMA (98.40), indicating persistent bearish pressure. Sellers aim to push the price below 97.74, potentially leading to a decline toward 96.21. The index may remain within the 95.55 to 100.54 range for some time. Buyers need to drive the price above the 50-day simple moving average (99) to signal a recovery, potentially rallying to the resistance at 100.54. Bitcoin buyers have again failed to push BTC above $84,000, showing active bearish resistance at higher levels. The pullback is expected to find support at the 20-day EMA ($78,852). If successful, bulls may attempt to breach the $84,000 barrier, potentially driving the BTC/USDT pair to $92,000 and $97,924, indicating a possible bottom at $60,000. Conversely, a break below the 20-day EMA signals profit-taking by short-term buyers, possibly leading to a decline toward the 50-day SMA ($74,191) and further to the support line.

DeepSeek-R1, the flagship reasoning model from Chinese lab DeepSeek, exhibits a 14.3% hallucination rate, nearly four times higher than its predecessor DeepSeek-V3, according to Vectara’s HHEM 2.1 benchmark. This discrepancy raises significant concerns for the crypto sector, where AI agent tokens increasingly rely on reasoning-style LLMs for autonomous trading and on-chain execution. Vectara's analysis revealed that R1 tends to 'overhelp' by adding unsupported information, which can lead to fabricated context in responses. The crypto market, hosting tokens like Virtuals Protocol (VIRTUAL) and ai16z (AI16Z), faces risks as these models can propagate errors through autonomous actions. Yann LeCun, Meta’s chief AI scientist, argues that autoregressive LLMs inherently struggle with hallucinations, while other labs focus on improving accuracy through various techniques. For crypto developers, effective risk management and verification steps are crucial to mitigate these challenges.

SK하이닉스 한국 직원들의 연말 상여금이 최대 300만 위안 이상에 달한다는 소식이 전해졌으며, 내부 관계자는 한중 간 급여 격차가 크다고 밝혔다. 또한 AI 스토리지 슈퍼 사이클로 인해 소비자 가전 제품 가격이 계속 상승할 것으로 보인다.

골든파이낸스가 《골든 Web3.0 일간지》를 출시하여, AI, DeFi, DAO, NFT 및 메타버스 업계의 최신 소식을 가장 빠르게 전해드립니다.

대중이 “NFT는 죽었다”고 외칠 때, 세계 최고의 예술 기관들과 거대 재벌들은 조용히 매수를 늘리고 있으며, 디지털 아트는 ‘인상파’의 부상에 필적할 만한 세기적 가치 재평가를 맞이하고 있다.

칩, 인공지능, DeepSeek, 전 세계가 중국 칩을 재평가하고 있다. 골든파이낸스, 전 세계 반도체 시장이 사상 최고치를 기록하고 있다.

거래소, 한국, 한국 거래소, 규제 당국과 ‘대립’… 법 집행 및 입법 권한의 경계에 도전, 골든파이낸스, 한국의 암호화폐 업계가 이례적인 규제 당국과의 정면 충돌 국면에 접어들고 있다.

세상에는 가장 장사하기 쉬운 두 가지가 있다. 하나는 삽을 파는 것이고, 다른 하나는 물을 파는 것이다.

2026년 4월 13일, 케임브리지 대학교의 학자 헨리 셰블린(Henry Shevlin)은 X에 글을 올려 곧 구글 딥마인드(Google DeepMind)에 합류할 예정이며, 직함은 ‘철학자(Philosopher)’라고 밝혔다.

Zcash 급등 요인 분석: 거버넌스 재구축 + 서사 재구성 + 조직 업그레이드

2026년 1분기 토큰화 현황: 11개 대분류 593개 자산, 3,200억 규모의 토큰화 시장, 아직 초기 단계에 머물러 있다. 앞으로 어떻게 발전해 나갈까?

지난 주말 Renegade.fi의 Arbitrum 기반 다크 풀의 취약점을 악용했던 한 화이트햇 해커가, 해당 프로토콜이 온체인에서 현상금 제안을 공개한 지 불과 45분 만에 약 19만 달러 상당의 탈취된 암호화폐 자산을 반환했다.