JPMorgan analysts have highlighted that the increasing velocity of stablecoins might restrict market cap growth, despite on-chain transaction volumes projected to reach an annual pace of $17.2 trillion by 2026. According to NS3.AI, the analysts noted that the stablecoin market cap has expanded by nearly $100 billion over the past year, now surpassing $300 billion, including yield-bearing stablecoins. JPMorgan emphasized that enhanced efficiency allows the existing stablecoin supply to facilitate more payments, supporting their forecast of a lower long-term market cap.

Andreessen Horowitz has expressed support for federal regulation of prediction markets in an 18-page letter submitted to the Commodity Futures Trading Commission (CFTC) on May 2. According to NS3.AI, the firm opposes state-level restrictions, arguing that state cease-and-desist orders and proposed bans could compel platforms to block users based on their state, thereby reducing market liquidity. The debate revolves around whether platforms like Kalshi and Polymarket should be regulated under federal swaps oversight or state gambling laws.

Digital Asset CEO Yuval Rooz highlighted the potential of Canton Network's permissioned design to thwart state-linked hacking groups. According to NS3.AI, Rooz emphasized that North Korean-linked actors have stolen over $6 billion in cryptocurrency since 2017. He noted that major financial institutions now consider such security measures as essential, especially in light of recent incidents like Kelp DAO's $290 million exploit and Arbitrum's $71 million freeze due to vulnerabilities.

The Bank of Korea has indicated that it is time to consider raising interest rates. According to Jin10, this move comes as the central bank assesses the current economic conditions and inflationary pressures. The decision reflects the bank's ongoing efforts to manage monetary policy effectively in response to evolving economic dynamics.

Spot gold prices have dropped below $4,600 per ounce, marking a 0.41% decline for the day. According to Jin10, this decrease reflects ongoing market volatility affecting precious metals.

GMGN 데이터에 따르면, 이더리움(ETH) 체인 생태계 토큰인 sato의 시가총액이 일시적으로 900만 달러를 돌파했으며, 현재 약 940만 달러를 기록하고 있어 일일 상승률이 700%를 넘어섰다. 이 토큰의 총 공급량은 2,100만 개이며, 유니스왑(Uniswap) v4 커브 메커니즘을 통해 발행 및 소각이 이루어집니다. 매수 시 새로운 토큰이 생성되고 ETH가 준비금으로 잠기며, 매도 시 준비금에서 ETH로 교환된 후 토큰이 소각됩니다. 현재 누적 매수 규모는 1,000 ETH에 육박하고 있습니다. Odaily는 사용자에게 밈코인의 가격 변동성이 크므로 투자 시 주의할 것을 당부합니다.

Australia's TD-MI Inflation Index for April showed an annual rate of 4.3%, unchanged from the previous value of 4.3%. According to Jin10, this data reflects the inflationary trends observed in the country during the specified period.

A recent security breach has resulted in the theft of approximately 11 BTC, primarily affecting altcoin transactions. According to ChainCatcher, the attack exploited a vulnerability related to negative miner fees, allowing the attacker to transfer funds to their own account through multi-signature transactions. Bisq is currently discussing compensation options for the victims, who may choose between Bitcoin or BSQ tokens. The compensation plan requires approval through a DAO vote, expected to conclude after the DAO cycle ends on May 25. Bisq has addressed the vulnerability and plans to release a patch update, while also enhancing security reviews of its codebase to prevent wallet-related vulnerabilities. The platform advises users to temporarily reduce the amount of BTC stored in their wallets. Despite the severity of the incident, Bisq considers it manageable and aims to provide a security warning for other projects.

According to the announcement from Binance, the platform will update its Fiat Liquidity Provider Program starting 2026-05-04 08:00 (UTC). This update introduces KZT pairs to the program, enhancing the trading options available to liquidity providers. The program's structure includes two tiers: Tier 1 requires a Maker Volume Percentage of 0.5%, while Tier 2 requires 1.0%. The Maker Fee Rebate Rate is set at -0.005% for Tier 1 and -0.010% for Tier 2. The qualification review for these new tiers has been effective from the same date, with liquidity providers being reviewed weekly based on a new performance review mechanism. The Maker Fee Rebates will be updated weekly starting from 2026-05-12 00:00 (UTC). These rebates will be distributed to liquidity providers based on their previous week’s Spot trading performance across selected fiat markets. The eligible fiat markets include KZT, USD, TRY, EUR, IDR, BRL, ZAR, PLN, UAH, ARS, MXN, COP, and JPY. Each market has specific requirements for Maker Volume Percentage and corresponding Maker Fee Rebate Rates. For instance, in the USD market, Tier 1 requires a 0.5% Maker Volume with a rebate rate of -0.005%, while Tier 2 requires 1.0% with a rebate rate of -0.015%. To participate, users must have a 30-day trading volume exceeding 20,000,000 USDT equivalent on Binance Spot and Margin or other platforms, and demonstrate quality liquidity providing strategies. Interested users can apply for a trial period by providing proof of trading volume. The program is limited to specified fiat markets on Binance.com, and rebates will be settled in fiat currency. Binance reserves the right to amend or terminate the program at its discretion, particularly in response to regulatory changes or technical issues.

The first week of May is set to feature several significant U.S. economic events, primarily focusing on labor market data and Federal Open Market Committee (FOMC) speeches. According to NS3.AI, the schedule includes the March Job Openings and Labor Turnover Survey (JOLTS) report on May 5, followed by the April ADP employment change on May 6. Initial jobless claims are expected on May 7, with April's non-farm payrolls and the unemployment rate rounding out the week on May 8.

드래곤플라이(Dragonfly)의 파트너는 최근 ‘Miles Deutscher Finance’ 팟캐스트에 출연해 암호화폐 업계에 대한 견해를 공유하며, 개인 투자자들의 동향, 기관 투자자가 주도권을 쥔 이유, 비트코인의 실체, 양자 컴퓨팅의 위험성 등에 대해 심도 있게 분석했다.

결제가 더 빠르고 저렴해지며 전 세계적으로 상호 운용 가능해지면, 스테이블코인이 열어줄 것은 단순한 새로운 시장이 아니라, 오늘날에는 그 경계를 가늠하기조차 어려운 새로운 지평이 될 것입니다.

모두가 미국의 암호화폐 열풍에 주목하는 사이, 신흥 시장에서는 조용히 업계의 새로운 장이 열리고 있다.

가벨리 펀드의 제17회 연례 가치투자 컨퍼런스에서, 버크셔의 몇몇 베테랑 리서치 담당자들이 아벨에게 몇 가지 인수 구상을 제시했다.

기술 대기업들의 실적 발표 이후, ‘우드’가 이끄는 투자 포트폴리오에서 활발한 매매 움직임이 포착되었다.

이번 주 총 16개의 블록체인 스타트업이 2억 7,060만 달러의 자금을 조달했다. Sodot은 MoonPay와의 인수합병(M&A)을 통해 1억 달러를 조달하며 이번 주 최대 규모의 자금 조달을 기록했다.

미국 중부 표준시 기준 5월 2일 토요일, 투자계의 연례 행사인 버크셔 해서웨이 2026년 주주총회가 오마하에서 열렸다.

버크셔의 권위는 더 이상 개인의 카리스마에 의존하지 않고, 보다 다각화된 운영 체제에 기반을 두게 될 것이다.

모두가 여전히 인도네시아의 전자상거래, 태국의 관광, 싱가포르의 금융에 주목하고 있을 때, 중국의 AI 창업가들은 이미 조용히 시선을 베트남으로 돌리고 있다.

Hyperliquid, 예측, Polymarket, 퍼페추얼 계약, 예측 시장들이 퍼페추얼 계약 경쟁에서 승리할 수 있을까? 골든파이낸스, 퍼페추얼 계약과 예측 시장 플랫폼의 융합은 당연한 흐름이라 할 수 있다.