Bitget 将上线 Pharos（PROS）现货交易。充值通道现已开放，交易通道将于今日 21:00（UTC+8）开放。

Israeli authorities has approved the launch of its first shekel-pegged stablecoin, issued by virtual exchange Bits of Gold in a move that could reshape how the country’s fiat currency interacts with the global digital asset economy.

BIT 发布图标称，Strategy(原 MicroStrategy)目前持有的比特币累计购入成本约为 620 亿美元。即使过去两个季度比特币整体处于震荡整理阶段，公司仍持续通过资本市场融资，并将相关资金用于增持 BTC。从历史表现看，Strategy 股价与比特币价格之间的关联一直较为紧密。在牛市阶段，Strategy 股价对比特币价格变化更为敏感，上涨弹性也更强，相对表现往往更突出；但当市场动能转弱时，股价有时也会比比特币更早走弱。目前，Strategy 与比特币的走势出现一定分化。如果过去的走势规律仍然适用，这类分化值得持续关注。若后续二者走势重新收敛，或意味着 Strategy 相较比特币的相对表现有所改善，但这一变化仍取决于整体市场环境。

挪威主权财富基金首席执行官尼古拉·坦根表示，人工智能时代的到来正在抵消中东战争引发的能源价格飙升带来的部分通胀影响，帮助市场吸收冲击。坦根周二在接受采访时表示：“这很引人注目，因为根据中东当前局势，你会预计这将传导为能源价格上涨、燃料价格上涨、化肥价格上涨。”他指出：“在某种程度上，这已经开始冲击亚洲。我们预计它将通过价格上涨传导至欧洲和美国。这通常对市场不利。但市场确实在从容应对。”坦根表示，他对金融市场尚未出现重大失调感到惊讶。“通胀通常是打击市场的因素。这是我们必须密切关注的事情。另一方面，我们有 AI，我们认为它具有通缩效应。我认为这正是市场目前正在消化的因素。”(金十)

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.

私人信贷比大多数 RWA 更早适应链上是有原因的。

Israel has approved BILS, a shekel-backed stablecoin issued by Bits of Gold after a two-year pilot on the Solana blockchain. The token will be fully backed by reserves held in Israel and used for fast digital payments and blockchain-based financial services under strict regulation.

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。

Crypto exchange Gemini has rolled out Agentic Trading, a new system that allows users to connect AI models such as ChatGPT and Claude directly to their exchange accounts—effectively handing autonomous systems control over market monitoring, trade execution, and risk management.