以色列当局已批准发行该国首款与谢克尔挂钩的稳定币，该币由虚拟货币交易所Bits of Gold发行。此举或将重塑该国法定货币与全球数字资产经济之间的互动方式。

Economists surveyed by institutions now anticipate that both the Norwegian and Swedish central banks will tighten monetary policy over the next 12 months. According to the median of a survey of 16 economists, the Norwegian central bank is expected to raise its key interest rate by 25 basis points to 4.25% this quarter, followed by a similar rate cut in the second quarter of next year. Previously, it was forecasted that borrowing costs would remain unchanged until early 2027. Another survey of 21 economists indicates that the Swedish central bank is expected to raise its policy rate to 2% in the first quarter of next year and maintain this level throughout 2027. In the previous survey, they expected the rate to remain at 1.75% until the third quarter of 2027. Policymakers from these two Nordic countries will announce their next steps at a so-called 'interim meeting' on May 7, which will not include new interest rate or economic forecasts. According to Jin10, these developments reflect a shift in monetary policy expectations for the region.

Polymarket's latest data reveals significant market expectations for the Pharos token. According to Foresight News, the market is betting on an 85% probability that the Fully Diluted Valuation (FDV) of Pharos will exceed $500 million the day after its launch. Additionally, there is a 92% chance that the FDV will surpass $300 million, and a 75% likelihood that it will exceed $800 million.

Kalshi CEO Tarek Mansour recently commented on the completion of a customized commodity trade on the Kalshi platform. According to Odaily, Mansour highlighted liquidity as a historical bottleneck in institutional risk transfer, due to the lack of pricing benchmarks for various risks, such as WTI for oil. Kalshi has developed a community of top global superforecasters, leading in risk pricing, which allows for broader pricing benchmarks for institutional and individual challenges. Institutions are beginning to integrate these benchmarks into traditional asset pricing models, with data usage and integration rapidly expanding. The next phase involves using these benchmarks for risk transfer through large trades and requests for quotes (RFQ). Although still in its early stages, this phase is taking shape. Estimating the market size for non-traditional financial risk transfer is challenging, but comparisons can be made to the reinsurance market and banks' derivatives departments: reinsurance is approximately $700 billion, insurance-linked securities and parametric insurance (like catastrophe bonds) are around $120-135 billion, and bank derivatives (structured products, dealer-to-dealer, exotic products) range from $200-400 billion. The current market is about $1-1.5 trillion, mostly illiquid and over-the-counter (OTC), involving single counterparties. Whenever major OTC markets shift to exchange trading, significant growth occurs due to established pricing benchmarks, narrowed bid-ask spreads, reduced Wall Street elite access monopoly, and new participant entry. Interest rate swaps have grown 10-15 times, stock options 20-30 times, and energy derivatives 5-8 times. Institutional use cases for prediction markets could form a $10-15 trillion market, with further potential depending on the democratization of products currently limited to Wall Street.

Crédit Agricole has indicated that its end-of-month pricing model suggests a significant sell-off of the U.S. dollar. According to ChainCatcher, the global stock market showed overall strength in April, while the dollar weakened in the foreign exchange market. The institution anticipates that end-of-month portfolio rebalancing flows are likely to lead to a broad sell-off of the dollar, with the strongest sell signal against the euro. It is expected that the euro could further appreciate against the dollar.

据 Arkham 数据，疑似 Block Street 团队地址于过去两小时，向 Bybit 存款地址（0xEcB8...0D51）进行代币转移，累计转入 500 万枚 BSB 代币，总价值约 365.34 万美元。该发送地址的代币此前源自 BSB 团队多签地址。目前 BSB 流通供应量为 2.0775 亿枚，该地址收到的总额约占其流通总量的 2.41%。BSB 现报 0.7595 美元，24 小时跌幅 9.11%，其流通市值约为 1.578 亿美元。

「黄金和比特币的相关系数只有 0.14。在过去两轮周期里，黄金都先于比特币启动，这次也一样。」

法国农业信贷银行表示，其月末定价模型在权衡所有常规驱动因素后，指向美元将遭遇强劲抛售。“4 月份全球股市总体走强。外汇市场上，美元本月整体走弱。总体而言，股市的走势——经市值和本月外汇表现调整后——表明月末投资组合再平衡资金流很可能导致美元全面遭遇强劲抛售，其中美元兑欧元的卖出信号最为强烈。”该机构认为，在其他条件不变的情况下，欧元兑美元有望进一步走高。(金十)

AI Agent's payment system is evolving beyond traditional transactions, introducing a comprehensive new protocol stack. According to PANews, this development signifies a shift in how payments are processed, emphasizing a more integrated approach. The new protocol stack aims to enhance efficiency and streamline operations within AI-driven environments, potentially transforming the landscape of digital transactions.

French authorities have charged 88 individuals following a series of violent kidnappings linked to cryptocurrency, known as wrench attacks. According to NS3.AI, France's National Anti-Organized Crime Prosecutor's Office reported over 135 such incidents since 2023. CertiK noted that 71 incidents in 2025 resulted in losses exceeding $40.9 million.

针对近期 Kalshi 平台完成的首笔定制化大宗商品交易，Kalshi CEO Tarek Mansour 在 X 平台发文表示，“历史上，机构风险转移的瓶颈在于流动性。流动性的瓶颈在于缺乏针对每类相关风险的价格基准（例如石油的 WTI）。Kalshi 已构建了一个由全球顶级超预测者组成的大社区，这些预测者在风险定价方面居于世界前列。这使我们能够为人们和机构面临的更广泛问题提供价格基准。机构已开始通过将这些价格基准纳入传统资产定价模型进行采用。尽管仍有工作要做，但我们看到数据使用案例和集成正快速扩展。下一阶段是利用价格基准通过大宗交易和询价（RFQ）转移风险。该阶段尚处于早期，但已开始成形。对于非传统金融标的的风险转移市场规模尚难估计。最接近的参考是再保险市场和银行的衍生品部门：再保险约 7000 亿美元；保险关联证券和参数保险（如灾难债券）约 1200-1350 亿美元；银行衍生品（结构化产品、交易商对交易商、奇异品等）约 2000-4000 亿美元。当前市场约 1-1.5 万亿美元，但大多为非流动性且场外交易（OTC，即与单一对手方交易）。每当主要 OTC 市场转向交易所交易，市场便因建立价格基准、买卖价差收窄、华尔街精英不再垄断准入以及全新参与者进入而显著增长，利率掉期增长 10-15 倍，股票期权增长 20-30 倍，能源衍生品增长 5-8 倍。机构对预测市场的使用案例可能形成 10-15 万亿美元的市场，且上行空间更大，取决于其将目前仅限华尔街的产品民主化的程度。”

Billions has revised its pre-TGE token unlock conditions, substituting immediate unlocks with alternatives that provide a 25% or 50% token bonus for extended lock-up periods. According to NS3.AI, the Billions Foundation announced that refunds will be processed in sequence beginning on May 19.

私人信贷比大多数 RWA 更早适应链上是有原因的。

以色列已批准由Bits of Gold发行的、以谢克尔为支撑的稳定币BILS，此前该币种已在Solana区块链上进行了为期两年的试点。该代币将由存放在以色列的储备金提供全额担保，并在严格监管下用于快速数字支付及基于区块链的金融服务。

金融市场正迎来超级周，五大央行集中议息、关键经济数据、科技巨头将公布财报。这些经济数据将直接影响第二季度全球经济与资产定价。

三件事：1、恢复 rsETH 储备支持，2、清理受影响头寸并回收抵押品，3、恢复正常市场运营。

如果 UCP 是发现的标准，那么 AP2 就是将问责制落实到交易中的标准。

RWA是Web3历史上第一次真正获得传统金融主动拥抱的叙事。

稳定币总市值高达 3100 亿美元，其中大部分资产始终沉淀闲置，无法产生任何收益。

加密货币交易所Gemini推出了“Agentic Trading”系统，该系统允许用户将ChatGPT和Claude等AI模型直接连接至其交易所账户——从而将市场监控、交易执行和风险管理等职责交由自主系统负责。