Publicly traded cryptocurrency mining companies are experiencing significant growth in 2026, despite ongoing challenges in the broader crypto market. According to Cointelegraph, all ten of the largest publicly traded mining stocks have shown positive year-to-date (YTD) performance, with increases ranging from approximately 5% to over 85%, based on data from Bitcoinminingstock.io. Leading the pack is TeraWulf, Inc., which has seen gains of about 85%. Hut 8 Corp. follows with an increase of roughly 67%, while Riot Platforms, Inc. has risen around 46%. Other notable performers include Core Scientific, Inc., up about 40%, and Applied Digital Corporation, which has climbed roughly 37% YTD. Bitdeer Technologies Group, however, is the weakest among the top ten, with a rise of around 5%. Outside this group, American Bitcoin Corp., a company linked to U.S. President Donald Trump and backed by Eric Trump and Donald Trump Jr., has seen a decline of approximately 29%. These developments occur even as Bitcoin (BTC) remains down about 20% YTD, despite a 17% increase over the past 30 days. The surge in mining stocks coincides with many leading companies expanding into artificial intelligence (AI) and high-performance computing (HPC) sectors. Riot Platforms recently reported $167.2 million in revenue for the first quarter of 2026, with its data center business contributing $33.2 million, offsetting a decrease in core mining revenue. CEO Jason Les described this period as an “inflection point” as the company shifts towards becoming a revenue-generating data center operator. Core Scientific, Inc. is also enhancing its infrastructure, planning to transform a Texas site into an AI-focused data center campus with a capacity of up to 1.5 gigawatts, including about 1 gigawatt available for leasing. Approximately 300 megawatts currently used for Bitcoin mining at the site will be repurposed for data center operations. In February, HIVE Digital Technologies reported a 219% year-over-year increase in quarterly revenue as it expanded its AI and HPC business, alongside a $30 million contract to deploy Nvidia GPUs for enterprise AI cloud customers. That same month, MARA Holdings, Inc. acquired a 64% stake in French AI data center company Exaion. A recent report from Bernstein suggested that IREN Limited, the largest publicly traded miner by market cap, might eventually phase out its Bitcoin mining operations as it reallocates resources towards GPU-based workloads.

Brazil's central bank has implemented a new regulation that prohibits regulated electronic foreign exchange (eFX) providers from using stablecoins, Bitcoin, or other cryptocurrencies for settling cross-border payments. According to NS3.AI, Resolution No. 561, which was published on April 30, took effect on October 1. The regulation allows some firms until 2027 to either adapt to the new rules or seek authorization. The rule mandates that settlements must occur through a foreign exchange transaction or a non-resident real-denominated account in Brazil. While the regulation does not ban cryptocurrency trading, it effectively closes a payment channel previously utilized by companies such as Wise, Nomad, and Braza Bank.

Berkshire Hathaway reported a record cash and Treasury bill position of $397.4 billion in the first quarter of 2026. According to NS3.AI, this comes as Greg Abel maintains the company's anti-Bitcoin stance. The company's operating earnings increased by 18% to $11.35 billion during the quarter. Berkshire continued to be a net seller of equities, with no capital allocated to Bitcoin, spot Bitcoin ETFs, or any digital assets.

In the past 24 hours, the cryptocurrency market witnessed liquidations totaling $110 million, according to Coinglass data. ChainCatcher reports that long positions accounted for $49.26 million, while short positions saw liquidations of $61.22 million. Bitcoin long positions experienced liquidations of $8.48 million, and short positions saw $6.71 million in liquidations. Ethereum long positions faced $10.86 million in liquidations, with short positions at $4.52 million. Additionally, 99,559 traders were liquidated globally during this period. The largest single liquidation occurred on OKX's ETH-USDT-SWAP, valued at $1.14 million.

Arbitrum's Security Council seized 30,766 ETH from the KelpDAO hacker, valued at $71 million, but a US court order now prevents the DAO from accessing the funds. According to BeInCrypto, lawyers for North Korean kidnapping victims aim to claim the money under a 2015 judgment against Pyongyang. The legal action halts Aave and KelpDAO's plans to compensate users affected by the April 18 hack. The freeze highlights how centralized governance actions can lead to assets being pulled into US courts. The Southern District of New York issued the order, barring Arbitrum from transferring the seized assets.

Developers Sergio Lerner and Dan Held have expressed concerns regarding Paul Sztorc's proposed eCash fork, suggesting it resembles an airdrop to Bitcoin holders rather than a traditional Bitcoin hard fork. According to NS3.AI, the developers highlighted that the UTXO-based distribution method and absence of comprehensive replay protection might pose operational challenges and potential fund-loss risks for users attempting to claim the tokens.

Japan has reportedly intervened in the currency market by purchasing approximately $35 billion worth of yen, causing the dollar to decline nearly 3% to 155.5. According to NS3.AI, data from the Bank of Japan (BOJ) suggests this scale of intervention, and confirmation from the Ministry of Finance would mark Japan's first official action to support the yen in almost two years, making it the second-largest intervention on record. The short-rate gap between the BOJ and the U.S. Federal Reserve remains around 275–300 basis points, which is a key factor driving yen-funded carry trades.

Polymarket's monthly fees reached an unprecedented $43.36 million in April, according to DeFiOasis data. This figure represents more than a twofold increase from the previous month. According to NS3.AI, Polymarket Global contributed $37.81 million, while Polymarket US added $5.55 million. Together, these two markets accounted for over 97% of the fees in the on-chain prediction market.

Gen Z individuals are facing an average personal debt of $94,101, according to economist Alice Lassman. She describes this trend as part of a broader economic shift she terms 'disillusionomics,' where young adults are increasingly building multiple income streams to navigate an uncertain financial future. According to NS3.AI, this shift is characterized by a declining belief in homeownership, a focus on value-driven spending, and a growing reliance on buy-now-pay-later services.

On May 2, Huang Licheng, also known as 'Machi Big Brother,' significantly increased his Ethereum (ETH) position using 25x leverage, bringing the total to over $30 million. According to BlockBeats On-chain Detection, the opening price for this position was $2,311, with a liquidation price of $2,229. Additionally, Huang holds a Bitcoin (BTC) position with 40x leverage, valued at $28.5 million. The average opening price for this position is $77,156, with a liquidation price of $75,654.

誰もがまだインドネシアのEC市場やタイの観光業、シンガポールの金融業界に注目している中、中国のAI起業家たちはすでに密かに視線を――ベトナムへと向けている。

Hyperliquid、予測、Polymarket、パーペチュアル契約――予測市場はパーペチュアル契約の競争に勝てるのか？ 金色財経、パーペチュアル契約と予測市場プラットフォームの融合は、まさに自然な流れと言える。

バフェット――なぜ世界中の投資家がバフェットの「オマハの約束」に集まるのか？　ゴールデン・ファイナンス――なぜバークシャーの株主総会はこれほど特別なのか？

Polymarketのユーザーの多くは、時期尚早である上、判定基準にも合致しないため、これを「Yes」とすべきではないと考えています。実際、「Yes」と見なしている一部の保有者でさえ、そう考えているのです。

第1四半期に露呈した構造的な矛盾、関税と戦争が重なり合ったインフレの粘着性、ウォッシュ主導によるバランスシート縮小と高金利維持という政策の組み合わせ、模倣品市場の供給過剰と資金枯渇という悪循環。

パウエル、FRB、パウエルの最後の記者会見――仮想通貨業界は何を読み取ったか？ 金色財経、好材料も事実、悪材料も事実。

技術がどこから来るかによって、その行き先が決まる。クロスボーダーM&Aは、技術の拡散経路から、技術の流動に関する新たな視点へと変わりつつある。

ホルムズ海峡、USDT、誰のドルか？ホルムズ海峡のUSDTと混乱しつつあるドル体制　金色財経、誰の秩序か、誰の許可か、誰のドルか？

MetaによるManusの買収中止のニュースが報じられるやいなや、世間の反応は割れた。歓迎する声もあれば、眉をひそめる者もおり、外資系VCの意欲が損なわれることを懸念する声や、中国のイノベーションが打撃を受けることを危惧する声も上がった。

「金色財経」は、仮想通貨・ブロックチェーン業界の朝刊『金色早8点』第3044号を発行し、最新かつ最速のデジタル通貨・ブロックチェーン業界ニュースをお届けします。