The ongoing conflict in Iran remains a significant concern for the euro-zone economy, according to European Central Bank Governing Council member Alvaro Santos Pereira. Bloomberg posted on X that Pereira emphasized the difficulty in fully understanding the war's repercussions on the region's economic stability. The situation continues to evolve, and its effects on various sectors within the euro-zone are yet to be fully assessed. Pereira's comments highlight the uncertainty faced by policymakers as they navigate the potential economic challenges posed by the conflict.

Unicoin Inc., a cryptocurrency investment company, has announced the creation of the Unicoin Foundation. According to Foresight News, the foundation will be chaired by investor Robert Newman and governed by a board of 27 directors elected by shareholders. It will operate independently from Unicoin Inc., focusing on educational initiatives and ecosystem development programs. Previously, over 4,000 Unicoin shareholders participated in a governance vote, with nearly 99% supporting the transition to an independent foundation structure. Management responsibilities will officially shift from Unicoin Inc. to the foundation.

Key Takeaways The US government is beginning a process to refund roughly $166 billion in tariffs imposed under emergency powers during the Trump administration.More than 330,000 importers covering about 53 million shipments may be eligible.Refunds are expected within 60 to 90 days for straightforward claims.The Supreme Court ruled that only Congress has the authority to impose tariffs under the relevant law. The US government is launching a new refund system for businesses that paid tariffs imposed under former President Donald Trump under emergency powers. The move follows a Supreme Court ruling that found those tariffs unlawful because they were imposed under emergency powers rather than through Congress. The Court concluded that only Congress has the authority to impose tariffs in this way. The refund process will be handled through a new customs system that allows businesses to file claims electronically and receive consolidated refund payments with interest. More than 330,000 importers across roughly 53 million shipments may qualify for refunds, with total repayments estimated at around $166 billion. Businesses that previously paid the tariffs can submit claims through the new customs portal. Officials expect many standard claims to be processed within 60 to 90 days, although more complex cases may take longer due to the scale of the refund effort and the need for additional review. The refunds will go directly to the importers that actually paid the tariffs rather than to consumers, although some businesses may later pass on benefits through lower prices or future settlements.

Africa is facing an oil shock due to the ongoing conflict involving Iran, a situation that experts believe could have been avoided. Bloomberg posted on X, highlighting insights from Justice Malala, who argues that strategic measures could have mitigated the impact on African economies. The disruption in oil supply has led to increased prices and economic strain across the continent. Analysts suggest that proactive policies and international cooperation might have cushioned the blow, emphasizing the need for future preparedness in handling geopolitical tensions affecting global energy markets.

Key Takeaways Tom Lee believes the current crypto bear market is approaching its end.He said Ethereum has rebounded 41% from its February lows.Lee highlighted tokenization and AI as Ethereum’s two biggest long-term growth drivers.He argued that Ethereum has been one of the best-performing global assets since the Middle East conflict began. Tom Lee Sees Signs of a Crypto Recovery Tom Lee said there are growing indications that the recent “mini crypto winter” is close to ending. According to Lee, Ethereum has rallied roughly 41% from its early February lows as fears around the Middle East conflict have gradually eased. He added that Ethereum has outperformed the broader stock market since the war began, beating the S&P 500 by more than 2,280 basis points. Ethereum Continues to Benefit From Two Major Narratives Lee said Ethereum remains supported by two powerful long-term trends: Wall Street’s growing push toward tokenizing traditional financial assets on blockchainsRising demand for neutral, public blockchain infrastructure for AI agents and autonomous systems Ethereum has increasingly become the dominant network for stablecoins, tokenized funds and other real-world assets. Major institutions including BlackRock, JPMorgan and Amundi have all launched tokenized products on Ethereum, reinforcing its position as the leading blockchain for institutional finance. At the same time, Lee believes Ethereum could play an important role in future AI infrastructure, particularly as autonomous AI systems increasingly require open and neutral settlement layers. Ethereum Viewed as a “Wartime Store of Value” Lee also argued that Ethereum’s recent strength reflects its growing status as a “wartime store of value.” While oil has been the best-performing major asset during the conflict, Ethereum has been among the strongest-performing non-energy assets globally since the Middle East tensions began. Lee Expects a Shallower Downturn Than Previous Cycles Many market participants believe the current crypto downturn could continue into late 2026. However, Tom Lee said the current cycle may be less severe than previous crypto winters. Since 2015, major crypto bear markets have typically coincided with stock market declines of at least 20%. Lee noted that the 2025 crypto correction aligned with a roughly 20% decline in the S&P 500. By contrast, he expects the current stock market pullback to remain relatively mild at around 8%, which could help support a faster recovery for crypto assets.

暗号資産アナリストのAi 姨@ai_9684xtpaのモニタリングによると、「2ヶ月間で4461万ドルの利益を上げたETHレバレッジ・クジラ」が、本日午後、4000 ETHのロングポジションを決済し、約14.4万ドルの利益を得た。また、別のアドレス「0x6c8…d84f6」は、過去30分以内に再び20,000 ETHを利益確定し、取引額は約4,633万ドル、利益は約55.1万ドルとなった。現在も約20,000 ETHを保有しており、含み益は約29.6万ドルとなっている。

Tether's subsidiaries and its chairman, Giancarlo Devasini, have collectively acquired 1.95 million common shares in the Bitcoin mining financial services company Antalpha, representing 8.2% of its total shares post-IPO. According to ChainCatcher, Antalpha's initial public offering raised approximately $49.3 million, with an issue price of $12.8 per share, and Tether subscribed to about half of the issued shares. Antalpha maintains a close relationship with Bitmain and primarily offers Bitcoin-backed loans and mining equipment supply chain financing. The company's loan portfolio is projected to reach approximately $1.6 billion by the end of 2024.

The ongoing discussions do not include any plans for stake acquisition or similar agreements to facilitate entry into the U.S. market. According to CoinDesk, previous reports suggesting such deals were in consideration have been clarified as inaccurate. The focus of the talks remains on exploring alternative strategies for market entry without involving direct investment or acquisition of stakes. This development comes amid heightened interest in expanding operations within the U.S., a market known for its regulatory complexities and competitive landscape. The decision to avoid stake acquisition aligns with a broader strategy to navigate the intricate regulatory environment in the U.S. without committing to substantial financial investments. This approach allows for flexibility and adaptability in responding to potential regulatory changes and market dynamics. The parties involved are reportedly considering various options that could facilitate a smoother entry into the U.S. market, emphasizing compliance and strategic partnerships over direct financial commitments. This strategy reflects a cautious yet proactive approach to market expansion, prioritizing long-term sustainability and regulatory alignment over immediate financial gains.

AAVE saw a substantial drop of 22.9% over the weekend, marking a notable downturn in its market performance. According to NS3.AI, the CoinDesk 20 Index also experienced a decrease, falling 3.6% to 2,085.29 since 4 p.m. ET on Friday. Notably, none of the 20 assets within the index traded higher during this period, indicating a widespread decline across the board.

Bitcoin's market structure continues to show instability after approximately 75 days in a bear market, according to BRN Research. The cryptocurrency remains below its True Market Mean. According to NS3.AI, QCP Capital noted that low implied volatility and muted risk reversals indicate ongoing uncertainty regarding the market's direction, despite the inflow of institutional funds.

基盤インフラにおける参入の窓はすでに狭まりつつあるが、プロトコルの機能を実際のビジネスサイクルへと転換できる垂直型アプリケーション層こそが、2026年から2027年にかけて注目すべき機会となるだろう。

DeFi、3億に続きさらに3億。DeFi界の資金をまだ預けていいのだろうか？ 金色財経、しかし津波が引いた後、残るのはより強固な礎となるだろう。

SaaS、DeFi、Harness アービトラージ期：SaaSの限界からDeFiを救い出す　Golden Finance、DeFiの再発明、AIストーリーの復活。

資産のトークン化によって、従来の金融では提供できないような新たな価値が生まれるわけではないものもあるし、そもそもトークン化そのものが目的ではないケースもある。

トランプ氏は利下げを望んでいるが、彼が指名したFRB議長候補のウォッシュ氏が考案した案は「自滅的な策」だ

それ自体はAIの標準ではありませんが、「AI+ウォレット」時代における重要な実行基盤となる可能性が高いでしょう。

2026年の香港Web3カーニバルから発信されたメッセージは、過去数年間の業界での議論とは明らかに異なるものとなっている。

2026年、仕事において人間にとって最も「贅沢」な消費とは何でしょうか？その答えは、最高スペックのパソコンを購入することでも、見栄えのする服を何着か揃えることでもなく、制限なく、コストを気にせずに、世界で最も先進的なAIツールを利用できることなのです。

ある暗号資産トレーダーが、がんとの闘病中の少女とイーロン・マスクとのソーシャルメディア上でのやり取りをきっかけに、イーサリアムベースのミームコイン「ASTEROID」の価格が急騰した流れに乗り、わずか数時間で約2,500ドルを50万ドル近くまで増やした。

コインベースは、Slackやメール内でAIエージェントを活用し、計画立案、アイデア出し、意思決定といった業務を支援し始めた。また、「フレッド」と「バラジ」という2つのエージェントを導入しており、CEOは、社内でAIの利用がさらに広がるにつれ、最終的にはAIが人間の従業員数を上回る可能性があると述べた。