Fitch Ratings has projected that the Bank of Japan will continue to raise interest rates. According to Jin10, the policy rate is expected to increase as part of this ongoing monetary policy adjustment.

Key TakeawaysBitcoin has risen approximately 14% over the past month and is on track for its fourth consecutive weekly gain, with the $82,000 CME gap now the key technical targetQCP Capital warns the next move will either confirm a sustainable recovery or become "another classic bull trap" depending on whether Bitcoin can close above $82,000A successful break above $82,000 could open a path to $90,000, per QCP CapitalThe Fed is expected to hold rates at 3.50%–3.75% with 100% probability priced in; the tone of the statement remains the key variableEarnings from Microsoft, Amazon, Meta, Alphabet, and Apple this week represent the first major test of broad risk appetite since the outbreak of the US-Iran conflictBitcoin's four-week recovery is approaching a technically significant threshold, with the $82,000 CME gap emerging as the level that will determine whether April's strong gains represent the beginning of a sustained uptrend or another false breakout in a still-fragile market.Bitcoin has climbed approximately 14% over the past month and is poised for its fourth consecutive week of gains, according to Decrypt cited by BlockBeats on April 28. The market's attention has shifted from the contested $80,000 resistance to the CME futures gap at $82,000 -- a level that, if closed on a daily basis, could set the stage for a move toward $90,000.QCP Capital: $82,000 Is the Defining LevelQCP Capital framed the current juncture in binary terms. "Whether the next upward move will become another classic bull trap or a more sustainable recovery will depend on whether Bitcoin can close above $82,000," the Singapore-based firm said. "If Bitcoin successfully breaks through $82,000, it could potentially rise to $90,000."QCP also noted a shift in derivatives market positioning, observing that investors are gradually re-engaging with upside exposure while downside hedging has slowed compared to previous weeks -- a sign that the options market is beginning to reflect more balanced sentiment rather than the persistent put-heavy skew that has characterized much of the bear market period.Big Tech Earnings: First Real Risk Appetite Test Since Iran WarThe most immediate macro variable is the earnings slate from five of the "Magnificent Seven" companies -- Microsoft, Amazon, Meta, Alphabet, and Apple -- all reporting this week. Wenny Cai, founder of Anchored Finance, described the reports as "a significant test of broader risk appetite," noting they will be the first meaningful earnings catalyst since the outbreak of the US-Iran conflict in late February.Strong results would likely reinforce the risk-on environment that has supported Bitcoin's April recovery and could provide the catalyst needed to push through $82,000. Disappointing earnings, by contrast, could unwind the equity-crypto correlation trade at a critical technical juncture.Fed Hold Fully Priced; Tone Is What MattersThe Federal Reserve's policy meeting adds another layer of macro risk to the week. Markets are pricing in a 100% probability that rates will remain in the 3.50%–3.75% range, making the decision itself largely a non-event. The focus will fall entirely on the accompanying statement and Fed Chair commentary for signals on the inflation and easing outlook -- particularly relevant given the sharp rise in oil prices and the ongoing geopolitical premium in energy markets.Structural Foundation Remains SolidDespite the near-term binary risks, Cai described Bitcoin's underlying structure as sound. She cited continued ETF inflows and improving institutional participation as evidence of a strengthening demand base, while cautioning that until clearer macro tailwinds or regulatory clarity emerge, Bitcoin's price movements "will continue to be driven by a combination of technical levels, positioning, and news-driven volatility."The combination of a CME gap at $82,000, a fully priced Fed hold, and a packed tech earnings week makes the next five trading days one of the most consequential windows for Bitcoin's near-term direction since the April recovery began.

ZKJ experienced a significant price increase, rising more than 516% in the past 24 hours to reach $0.138. According to NS3.AI, data from Coinglass indicates that this sharp movement resulted in $2.71 million in liquidations during the same period.

Key Takeaways CFTC Chairman Brian Selig confirmed the agency is deploying AI to review crypto registration applications and assist in market monitoring following staff reductions of more than 20%AI tools will flag incomplete submissions, identify errors, reject clearly deficient applications, and accelerate feedback -- replacing functions previously handled manuallyThe CFTC is positioning itself as the leading US crypto regulator, with Selig asserting exclusive CFTC jurisdiction over prediction market platforms including Kalshi, Polymarket, Crypto.com, Coinbase, and GeminiThe agency has sued multiple states, most recently New York, to defend its exclusive jurisdiction over prediction markets against state gambling law challengesSelig has been CFTC chairman for four months, during which the agency has expanded into crypto and prediction market regulation The US Commodity Futures Trading Commission is turning to artificial intelligence to plug a significant staffing gap after losing more than one-fifth of its workforce, with Chairman Brian Selig announcing on April 28 that AI will be deployed to review crypto registration applications and support market surveillance functions. Speaking publicly, Selig acknowledged that the agency's current registration process relies on manual document submissions -- a system he described as ripe for automation. "We are building systems to automate it and make it much more efficient," he said, adding that AI tools will be used to "review applications, flag certain things for staff, make their work easier, get them to provide feedback much faster, and reject applications that are clearly not substantially complete." Selig outlined specific AI capabilities the agency is developing, including the ability to identify gaps in submissions, flag inadequate descriptions, spot obvious errors, and either reject non-compliant applications outright or deprioritize them in the review queue. "We can see that there are gaps in the submissions, inadequate descriptions, or obvious errors that are identified by AI, and AI can reject these applications or put them at the end of the queue," he said. Staffing Cuts Drive the Push The AI initiative is a direct response to workforce reductions carried out under President Trump's federal personnel reduction program, which left the CFTC operating with significantly fewer staff. Rather than seeking to replace headcount through conventional hiring, Selig has framed AI and automation as a structural solution to the manpower gap -- a position that reflects both budget constraints and the administration's broader push to reduce the size of federal agencies. CFTC Emerges as Lead Crypto Regulator The staffing and technology developments come as the CFTC positions itself as the primary regulatory authority for crypto markets in the US -- a role that has grown in significance as the regulatory landscape for digital assets continues to evolve under the Trump administration. Selig has been at the helm for four months, a period during which the agency has expanded its regulatory footprint into both crypto markets and prediction platforms. Prediction Market Jurisdiction Sparks State Battles Selig's most controversial regulatory move has been asserting exclusive CFTC jurisdiction over prediction market platforms including Kalshi, Polymarket, Crypto.com, Coinbase, and Gemini. The stance has put the federal agency in direct conflict with state governments that argue these platforms violate state gambling laws, particularly in the context of sports betting markets. The CFTC has responded aggressively, suing multiple states to defend what Selig describes as the agency's exclusive jurisdiction. The most recent lawsuit targets New York. The jurisdictional battle sets up a significant legal confrontation between federal crypto regulatory authority and state-level gambling oversight -- a conflict with broad implications for how prediction markets and crypto derivatives platforms are regulated across the US.

GMGNの相場情報によると、ZKJの先物と現物間で極端な価格差が生じている。パーペチュアル先物のマーク価格は0.03034ドル、オンチェーンの現物価格は0.1165ドルで、24時間で450%上昇し、価格差は74%に達している。

Czech Central Bank official Seidler has commented on the ongoing Middle East conflict, stating that the longer the conflict persists, the greater the likelihood of interest rate hikes. According to Jin10, Seidler also mentioned that it is conceivable to temporarily disregard the current situation.

On Apr 28, 2026, 14:27 PM(UTC). According to Binance Market Data, BNB has dropped below 620 USDT and is now trading at 619.719971 USDT, with a narrowed 0.96% decrease in 24 hours.

Polymarket odds indicating that U.S. President Donald Trump will announce the lifting of the Strait of Hormuz blockade before May 31 have increased to 63%, marking a 7 percentage point rise in 24 hours. According to NS3.AI, Trump stated on social media that Iran desires the reopening of the strait. Meanwhile, an Iranian naval commander asserted that Iran maintains control over the waterway and will not permit oil to flow without the Supreme Leader's directive.

CertiK has identified anti-money laundering (AML) regulations as the most significant regulatory threat to the cryptocurrency sector. According to NS3.AI, the U.S. Department of Justice and the Financial Crimes Enforcement Network (FinCEN) imposed AML-related fines exceeding $1 billion in the first half of last year. In contrast, penalties related to cryptocurrencies from the U.S. Securities and Exchange Commission saw a 97% decrease year over year.

Dmail, Tally, and Step Finance have ceased operations this year due to challenging funding conditions for smaller cryptocurrency ventures. According to NS3.AI, Dmail attributed its shutdown to high infrastructure costs, diminished investment interest, and limited token utility. Similarly, Tally and Step Finance struggled to establish sustainable business models, leading to their closures.

2026年4月の仮想通貨市場の動向、資金動向、ポジション、および注目テーマ。

「金色財経」は『金色Web3.0日報』を発行し、AI、DeFi、DAO、NFT、メタバース業界の最新ニュースをいち早くお届けします。

NVIDIAの株価は過去最高値を更新したが、年初来の上昇率は半導体セクター全体に比べて明らかに低い。アナリストらは、この「出遅れ」こそが新たな買い場を提供していると見ている。

AI業界全体は、3年間の飛躍的な発展を経て、初期の理想主義的な輝きを失い、商業化の難局に突入している。

監督はどのような法律や規則に基づいて行われるのか。安易な海外進出の「一線」はどこに引かれるのか。今日から、企業は一体どう選択すべきなのか。

ホワイトペーパーやチームの経歴、監査結果だけを見るのではなく、スマートコントラクトに隠れた管理者権限、任意の発行増量、単一障害点などのリスクが存在しないかを確認し、トークンの分配が過度に集中していないか、透明性のあるロックアップやガバナンスの仕組みが整っているかにも注目すべきです。

プレIPO、トークン経済、Arkstream Capital：一般投資家はどのようにしてトークン化されたプレIPOに正しく参加すべきか　金色財経、従来のプレIPOとは一体何なのか？個人投資家は具体的にどう参加すればよいのか？

相場が上昇すればするほど危険になる――これは悲観論者の直感ではなく、バンク・オブ・アメリカの定量モデルが示す警告である。

ロビンフッドのユーザーを標的とした新たなフィッシング攻撃は、本物と偽物の境界線を危険なほど曖昧にしている。Gmailのあまり知られていない仕様を悪用し、あらゆる標準的なセキュリティチェックを通過するほど、完全に本物そっくりに見える攻撃メールを送信しているのだ。

今回の講演で、ヘイズ氏は、なぜビットコインに期待を寄せているのか、なぜケビン・ウォッシュ氏が世間で懸念されているようなタカ派ではないのか、そして4月1日にひっそりと施行された銀行規制が、いかにして数兆ドル規模の新たな信用供給を可能にする可能性があるのかについて解説した。