The agenda for Binance Online, set to broadcast live on Binance Square from 11:00 AM UTC on May 13, reads less like a typical conference rundown and more like a map of crypto's most consequential narratives. Four hours of programming pull together voices from Binance leadership, layer-one ecosystems, institutional finance, venture capital, and independent research — a lineup that reflects how rapidly the industry's center of gravity is shifting from speculation to infrastructure.For builders, investors, and policymakers tracking the next phase, the session themes are as telling as the speakers themselves.Scaling From 300 Million to 3 Billion UsersThe day opens with Binance Co-CEOs Yi He and Richard Teng outlining a "300 Million to 3 Billion" vision — a framing that puts user growth, not price action, at the heart of the industry's next decade. It's a thesis that aligns with where serious capital is positioning: distribution and utility over short-term cycles.That conversation extends into The Evolution Era, where Teng is joined by Lily Liu of the Solana Foundation and Ripple CEO Brad Garlinghouse to discuss scalability, developer adoption, and the institutional integration now defining the maturity curve.Where Smart Money Is Actually GoingThe capital allocation panel — featuring Chamath Palihapitiya, Binance founder CZ, and Anthony Pompliano — is positioned to be one of the day's most-watched segments. The framing, "Where Smart Money Is Moving Now," signals a focus on emerging narratives, sector rotation, and how sophisticated investors are reading conditions that retail often catches late.For those building research discipline, the BYOR (Build Your Own Research) framework session with Messari, DL Research, and CoinMarketCap offers a practical counterweight — a reminder that conviction without methodology rarely survives a full cycle.Bitcoin, Tokenization, and the Institutional BridgeTwo sessions stand out for anyone tracking the convergence of crypto and traditional finance:Adam Back on Bitcoin's Long ArcAdam Back, CEO of Blockstream and one of the few names cited in the original Bitcoin whitepaper, will revisit the cypherpunk foundations and discuss Bitcoin's long-term significance — a perspective worth absorbing as ETF flows and sovereign accumulation reshape the asset's identity.BlackRock on Tokenizing Capital MarketsRob Goldstein, COO of BlackRock, joins Binance's SVP of Finance Kaiser Ng for a conversation on tokenization — arguably the clearest signal of how the largest asset manager in the world views on-chain infrastructure as core to the future of capital markets.AI, Stablecoins, and the BNB Chain RoadmapNina Rong of BNB Chain leadership will outline priorities around stablecoins, real-world assets (RWAs), and agentic finance — three categories absorbing disproportionate developer attention this cycle. Ella Zhang of YZi Labs follows with a session on the blockchain-AI convergence, while Thomas Gregory, Binance's VP of Payments, addresses what it takes to turn crypto into everyday financial utility.Why This Event MattersBeyond the $10,000 in live giveaways and the 3,000 USDC pre-registration reward pool, Binance Online is positioned as a state-of-the-industry briefing. The selection of speakers — spanning Solana, Ripple, BlackRock, Blockstream, and top research desks — suggests Binance is using the platform to frame the conversation, not just host it.For anyone serious about understanding the forces shaping crypto's next chapter, the agenda is a strong indication of where the smart attention is going. Pre-registration is open on Binance Square.

European Central Bank Executive Board Member Elderson has emphasized the need for Eurozone banks to update their resilience plans. According to Jin10, this call to action is in response to the increased risk of severe disruptions caused by Anthropic's Mythos AI tool. Elderson highlighted the importance of preparing for potential challenges posed by advancements in artificial intelligence, urging financial institutions to enhance their strategies to mitigate these risks effectively.

Morgan Stanley has expressed a positive outlook on U.S. stocks, citing the sustainability of corporate earnings and favorable operational leverage as key factors. According to Jin10, the application of artificial intelligence has contributed to these positive dynamics, enhancing operational efficiency and profitability.

Shai-Hulud는 오픈소스 소프트웨어 공급망을 겨냥한 중대한 사이버 보안 위협으로, 자체 확산 능력을 갖춘 npm 악성 웜 바이러스이며 오픈소스 생태계를 감염시킵니다.

Andreessen Horowitz (a16z) and its co-founders, Marc Andreessen and Ben Horowitz, have emerged as the largest known political donors in the current midterm election cycle, according to The New York Times. The venture capital firm disclosed federal donations exceeding $115 million, surpassing contributions from George Soros ($102.9 million), Elon Musk ($85 million), and Jeff Yass ($81.8 million). This marks a significant increase compared to the approximately $63 million donated during the 2024 election cycle. Notably, on November 6, 2024, the day after the general election, a16z injected over $23 million into major super political action committees within the cryptocurrency industry, indicating a clear long-term strategic intent in their political engagements.

During Tencent's shareholder meeting, Chairman and CEO Pony Ma provided a candid response to external skepticism regarding Tencent's progress in artificial intelligence. According to ChainCatcher, Ma likened the company's journey to boarding a ship only to find it leaking, and now standing on it without being fully seated, expressing a desire for faster progress. Ma acknowledged the company's challenges in the AI sector, using humor to describe the current situation as being on board but not yet stable. He emphasized that while Tencent may not be the fastest in seizing opportunities, it is committed to following the right path, leveraging its unique strengths methodically. Ma noted that the company avoids hastily encroaching on others' territories, a strategy that has previously led to failures.

Laos National Digital Technology Group (LADT) has announced that its parent company, AWARP, has received strategic investment from Animoca Brands. According to Foresight News, the specific amount of the investment was not disclosed. The collaboration between the two entities will focus on compliant stablecoins, cross-border payment networks, and on-chain asset systems. AWARP is positioned as a digital economy infrastructure solution provider, with its architecture encompassing national public chains, digital IDs, industrial parks, compliant payments, stablecoins, and real-world assets (RWA). LADT, led by AWARP, is a national-level digital technology group in Laos, established under the guidance of the Ministry of Technology and the central bank. It aims to systematically build five major infrastructure sectors as a national entity. Its subsidiary, NewPay, has already reached over 1.3 million users, with a projected transaction volume exceeding $180 million by the fourth quarter of 2025.

일본 블록체인 재단은 기업 간 결제, 송금 및 디지털 자산 결제를 위해 ‘EJPY’라는 엔화 담보 스테이블코인을 ‘재팬 오픈 체인(Japan Open Chain)’과 이더리움(Ethereum) 플랫폼에 출시할 계획이다. 일본 내 기업과 은행들이 스테이블코인 시장에 적극적으로 진출함에 따라, 이 프로젝트는 일본의 100만 엔 송금 한도가 적용되지 않는 신뢰 기반 구조를 채택했다.

지수는 계속 오르고 있지만, 수익을 내기 위해서는 소수의 주요 테마에 점점 더 의존하게 되고 있다. 따라서 진짜 위험한 것은 기회를 놓치는 것이 아니라, 여전히 저점 장세 때의 포지션 관리 습관을 고수하는 것이다.

월스트리트, JP모건, 13조 달러 규모의 리포 시장… 블록체인이 조용히 판도를 바꾸고 있다. 골든파이낸스, 대중의 시야 밖에서 한 블록체인의 혁명이 펼쳐지고 있다.

크리스토퍼 델가도는 미국 검찰이 그가 3억 2,800만 달러 규모의 대규모 암호화폐 폰지 사기를 주도해 일반 미국인들의 저축을 탕진하고, 그 자금으로 고급 부동산과 호화로운 행사, 사치스러운 생활 방식을 누렸다고 기소한 데 이어 투자자들에게 공개적으로 사과했다.

현재 AI 컴퓨팅 파워 시장은 광범위하고 건전한 시장 수요에 의해 지탱되고 있는 것이 아니라, OpenAI와 Anthropic이라는 두 기업에 크게 의존하고 있을 가능성이 있다.

월스트리트, 블록체인 도입… 뉴욕증권거래소(NYSE)의 토큰화 증권 거래 프레임워크 전면 시행

‘Token(전력 + 중국 대형 모델의 연산 능력)’은 ‘메이드 인 차이나’를 대체할 중국의 고차원 자산 앵커 중 하나가 될 것이며, 미래에는 부동산과 제조업을 대체할 유일한 앵커가 될 수도 있다.

USDC, 결제, Circle, AI 에이전트, Arc, Circle 심층 분석: 이자 창출 기계인가, 금융 운영 체제인가? 골든파이낸스, 반은 바다, 반은 불꽃.

삼성, 인공지능, 반도체, SK하이닉스가 ‘자본가의 배신자’가 되다. 삼성 직원들 대규모 파업. 골든파이낸스, 삼성이 34만 달러를 지급했으나 직원들은 부족하다고 말한다.