10x Research published an article on its X platform stating that its quantitative model showed the strongest altcoin buy signal since October 2025, with Bittensor (TAO) performing particularly well. The price has now risen above its 7-day and 30-day moving averages, with a gain of approximately 38.6% in just one week. Analysts believe this surge is partly driven by news of Nvidia's plans to launch the open-source, autonomous AI agent platform NemoClaw, while the completion of a $5 million funding round by AI computing network ecosystem company General Tensor further boosted market sentiment. Bittensor's recent transition to a Nominated Proof of Stake mechanism is seen as improving network operational efficiency. As institutional funds begin to focus more on exposure to "production-ready" AI infrastructure, trading volume for AI-related tokens has also increased significantly.

Global oil markets are experiencing heightened volatility after a recent U.S. military strike targeted Iran's primary export hub. Bloomberg posted on X, highlighting the increased risks to oil supply across the Middle East as a result of this action. The attack has intensified concerns over potential disruptions in the region, which is a critical area for global oil production and exportation. Analysts are closely monitoring the situation, as any prolonged instability could have significant implications for oil prices and the broader energy market. The Middle East's geopolitical tensions continue to be a focal point for investors and policymakers, who are assessing the potential impacts on global energy security and economic stability.

Aluminium Bahrain, operator of the world's largest single-site aluminium smelter, has commenced a phased shutdown of its production operations. Bloomberg posted on X, the decision aims to conserve raw-material supplies amid ongoing challenges in the global market. The company is strategically managing its resources to ensure sustainability and efficiency in its operations. This move reflects broader industry trends as companies navigate fluctuating supply chains and market demands. Aluminium Bahrain's actions are part of a larger effort to adapt to current economic conditions and maintain stability in production capabilities.

According to Lookonchain, ShapeShift founder Erik Voorhees has resumed buying ETH after a year of silence. In the past 5 days, he has spent 17.75 million USDT to buy 8,576 ETH at an average price of $2,069. He currently holds 26.77 million USDT and may buy more ETH.

Supporters of Hungarian Prime Minister Viktor Orban and his political rival convened in Budapest on Sunday for significant party rallies. Bloomberg posted on X, highlighting the events as a crucial demonstration of support ahead of the upcoming election next month. The rallies are seen as a pivotal moment for both parties as they seek to galvanize their bases and sway undecided voters. The political climate in Hungary remains tense as the election approaches, with both sides aiming to secure a decisive victory.

Colin Butler, Executive Vice President of Capital Markets at fintech company Mega Matrix, stated that regulatory uncertainty surrounding stablecoins could put traditional banks at a greater disadvantage than crypto companies. He pointed out that many banks have invested heavily in building digital asset infrastructure, but boards and compliance departments are hesitant to approve full deployment until regulations clarify whether stablecoins will be considered deposits, securities, or independent payment instruments. Several large banks have already begun related initiatives, such as JPMorgan Chase's Onyx blockchain payment network, BNY Mellon's digital asset custody service, and Citigroup's testing of tokenized deposits. However, Butler noted that regulatory ambiguity limits the scalability of these investments, while crypto companies, having long operated in a gray area of ​​regulation, are more adaptable. Furthermore, the yield gap between stablecoin platforms and bank deposits could also drive capital migration. Butler stated that most exchanges offer approximately 4% to 5% yield on stablecoin balances, while the average US savings account yield is less than 0.5%, leading to a rapid flow of funds when higher yields become available. Butler also warned that if regulators restrict stablecoin yields, it could push funds towards less regulated structures, such as synthetic dollar tokens like USDe that generate yields through derivatives strategies, thus driving capital flows to less transparent offshore markets. Sygnum's Chief Investment Officer, Fabian Dori, believes that while the competitive gap between banks and crypto platforms is widening, the likelihood of a large-scale outflow of deposits in the short term remains limited. However, he pointed out that once stablecoins are viewed as yield-generating digital cash, bank deposits will face more significant competitive pressure. (Cointelegraph)

Regulatory uncertainty surrounding stablecoins may place traditional banks at a disadvantage compared to crypto companies, according to Colin Butler, executive vice president of capital markets at Mega Matrix. According to Cointelegraph, Butler highlighted that financial institutions have heavily invested in digital asset infrastructure but are unable to fully utilize it due to ongoing debates among lawmakers about the classification of stablecoins. He noted that legal advisors are cautioning boards against capital expenditure until there is clarity on whether stablecoins will be treated as deposits, securities, or a distinct payment instrument. Several major banks have already developed infrastructure to support stablecoins. For instance, JPMorgan has created its Onyx blockchain payments network, BNY Mellon has launched digital asset custody services, and Citigroup has tested tokenized deposits. Butler argued that while the infrastructure investment is significant, regulatory ambiguity limits the scalability of these investments, as risk and compliance departments are hesitant to approve full deployment without knowing the product's classification. In contrast, crypto firms, accustomed to operating in regulatory gray areas, may continue to do so, whereas banks cannot comfortably operate under such conditions. Another issue is the widening yield gap between stablecoin platforms and traditional bank accounts. Butler pointed out that exchanges often offer returns of 4% to 5% on stablecoin balances, while the average U.S. savings account yields less than 0.5%. He referenced historical trends, such as the shift to money market funds in the 1970s, to illustrate how quickly depositors move when higher yields are available. Today, the process could be even faster, as transferring funds from bank accounts to stablecoins takes only minutes, and the yield gap is larger. Fabian Dori, chief investment officer at Sygnum, acknowledged the competitive gap between banks and crypto platforms but noted it is not yet critical. He suggested that large-scale deposit flight is unlikely in the immediate term, as institutions still prioritize trust, regulation, and operational resilience. Butler also warned that attempts to restrict stablecoin yields could inadvertently drive activity into less regulated areas. Under current U.S. law, stablecoin issuers are prohibited from paying yield directly to holders, but exchanges can still offer returns through lending programs, staking, or promotional rewards. If lawmakers impose broader restrictions, capital could shift to alternative structures like synthetic dollar tokens, which generate yield through derivatives markets rather than traditional reserves. These mechanisms can offer returns even if regulated stablecoins cannot. Butler cautioned that if this trend accelerates, regulators could face unintended consequences, with more capital flowing into opaque offshore structures with fewer consumer protections. "Capital doesn’t stop seeking returns," he stated.

Circle's tokenized US Treasury fund, USYC, has seen substantial growth this month, expanding by over 41%. According to NS3.AI, this increase has positioned USYC as the world's largest tokenized US Treasury fund, surpassing its previous total value.

Tencent Lightweight Cloud has announced its sponsorship of the OpenClaw 'Crayfish' community. According to NS3.AI, this development was officially noted on the Sponsors page of GitHub, marking Tencent's involvement in supporting the community's initiatives.

Iran has issued a warning that oil prices could reach $200 per barrel following its week-long blockade of the Strait of Hormuz, which has significantly reduced transit through the crucial route to just 5%. According to NS3.AI, this disruption has caused oil prices to spike from $67 to $120 within three days, before settling at $95 on Thursday. The impact has been particularly severe on Asian markets, as several countries in the region rely heavily on the Strait of Hormuz for their oil deliveries. The ongoing situation poses a potential threat to consumer spending, business revenues, employment, and the broader equity markets, as a prolonged shock could have widespread economic repercussions.

Reshaping the value capture logic of NFT projects: Physical goods customer acquisition is linked to the on-chain ecosystem, driving IP commercialization and the growth of consumption scenarios.

The true significance of stablecoins lies in transforming the US dollar into a native internet currency, and ultimately forming an internet financial platform.

Bobby Ong is the co-founder and CEO of CoinGecko, a cryptocurrency data platform he built from scratch with $200 over 12 years without any venture capital investment.

Federal Reserve Chairman Jerome Powell's lawyers have sent a clear signal to federal prosecutors that if the criminal investigation against Powell continues, he will not voluntarily leave the Federal Reserve Board of Governors after his term expires in May, and his seat on the board could be retained until January 2028.

Iran, financial system, oil, 14-day lockdown of Hormuz: Which of the world's seven largest economies will succumb first? Golden Finance: A comprehensive assessment of the vulnerabilities of the seven countries.

When AI begins to write and optimize code, and even gradually takes over the software production process, a deeper structural change is approaching: the division of labor, corporate organization, and even knowledge barriers may be redefined.

There are many highly educated and intelligent people in the financial market, but only a minority of them make money, and a significant portion of them are not highly educated.

This week, 15 blockchain startups raised a total of $197 million. Kast raised $80 million in its Series A funding round, the largest funding round of the week.

A large investor attempted to buy AAVE tokens with 50 million USDT through the front-end interface of the well-known lending protocol Aave. The result? The 50 million USDT went in, and the investor received only 324 AAVE tokens—worth approximately 37,000 USD. One transaction wiped out 49.96 million USD.

Golden Weekly is a weekly blockchain industry summary column launched by Golden Finance, covering key news, market and contract data, mining information, project updates, technological advancements, and other industry dynamics.