Key Takeaways The S&P 500 jumped 1% and the Nasdaq added 0.9%, both reaching all-time highs, driven by strong corporate earnings and resilient US GDP growth of 2.0% in Q1 2026Brent crude spiked to $126 per barrel -- a four-year high -- before slumping 3.4% to close at $114.01 as initial Middle East escalation fears easedAlphabet surged 10% on strong AI-driven earnings; Meta fell 8.6% on concerns over heavy AI spending; Apple beat forecasts after the bell with shares up 4.7% in after-hours tradingThe Fed, ECB, and Bank of England all held rates unchanged; the ECB warned that war-related energy disruptions have "intensified" risks to eurozone growth and inflationUS Q1 2026 GDP grew at an annualized rate of 2.0%, defying fears of a near-term slowdown despite cooling consumer spending US equity markets surged to record highs on Thursday as strong corporate earnings and resilient economic growth outweighed an extraordinary intraday spike in oil prices that briefly pushed Brent crude to $126 per barrel -- its highest level in four years -- before a sharp reversal closed the session with crude sharply lower. The S&P 500 gained 1% and the Nasdaq Composite added 0.9%, both reaching all-time highs as investor optimism around tech earnings and AI-driven corporate profit growth overcame the morning's geopolitical anxiety. European markets also closed higher, taking their cue from the broadly positive US tech earnings backdrop. Oil's Wild Session The day's most dramatic price action came in energy markets. Brent crude surged to $126 per barrel in early trading -- its highest level since 2022 -- after President Trump warned that the US naval blockade of Iranian ports could last months and reports emerged that he would be briefed on potential fresh military strike options. The combination of escalation fears and the expiry of monthly futures contracts amplified the move. The rally proved short-lived. Markets calmed as the initial panic subsided, and Brent closed down 3.4% at $114.01. "Fears about escalation in the conflict between the US and Iran fueled the initial move higher before the market calmed down," said Kathleen Brooks, research director at XTB. Despite the intraday reversal, Brent remains significantly elevated relative to its pre-conflict levels before US-Israel strikes targeting Iran began on February 28. Earnings Drive the Record Rally The equity market's record-setting session was powered by a split tech earnings picture that nonetheless left the bulls in control. Alphabet -- Google's parent company -- surged 10% as investors applauded the firm's successful pivot to artificial intelligence and solid revenue performance across its major divisions. Apple reported after the closing bell with earnings that beat forecasts on strong iPhone demand, sending shares up 4.7% in after-hours trading. Meta was the session's major disappointment, falling 8.6% amid investor concern over the scale of its artificial intelligence capital expenditure commitments -- a reminder that AI spending enthusiasm has limits when it comes at the cost of near-term profitability. Angelo Kourkafas of Edward Jones attributed the broader market strength to corporate profit resilience. "A lot of that comes down to corporate profits," he said, adding that US GDP data "continues to defy fears of a near-term slowdown." GDP Beats, Consumer Spending Cools The macro backdrop supported the bullish equity narrative. The US Commerce Department reported Thursday that the economy grew at an annualized rate of 2.0% in the first quarter of 2026 -- a figure that defied expectations of sharper slowdown given the geopolitical and inflationary headwinds of the period. A surge in AI-related investment was identified as a key growth driver, though consumer spending cooled during the quarter. Central Banks Hold as Europe Warns Thursday also brought a coordinated hold from three major central banks. The European Central Bank and Bank of England both kept rates unchanged, following the Federal Reserve's hold on Wednesday. The ECB issued a warning that risks to eurozone growth and inflation have "intensified" due to the war's impact on global energy supplies, while the Bank of England cut its UK growth forecast. Eurozone GDP data released Thursday showed the bloc's economy grew just 0.1% in Q1 2026 -- a near-stagnation reading that underscores the divergence between the resilient US economy and a Europe absorbing a more direct energy shock. Crypto Market Implications For Bitcoin and crypto markets, Thursday's session delivered a mixed but broadly constructive signal. S&P 500 and Nasdaq all-time highs reduce the risk of a broader equity-driven risk-off move that could drag crypto lower, while the oil price reversal from $126 to $114 eases -- at least temporarily -- one of the key inflationary pressures that has been capping Bitcoin's ability to clear $79,000. Apple's after-hours beat and Alphabet's 10% surge suggest the tech earnings season is broadly supportive of risk appetite heading into Friday's session.

Bloomberg posted on X that U.S. President Donald Trump is encountering difficulties in the ongoing conflict with Iran, which is increasingly resembling a quagmire. As the situation becomes more complex, there is speculation that the president might seek alternative strategies or take risks in other areas to offset the challenges faced in Iran. This development comes amid broader geopolitical tensions and strategic considerations.

Hyperliquid NewsはXプラットフォームでの投稿で、TradexyzがドキュメントにプレIPO市場機能を追加したと発表した。このシステムにより、ユーザーは株式の公開上場前にエクスポージャーを取得できるようになる。この市場のオラクルは、同社の最新の資金調達ラウンドの価格設定に基づき、Hyperpを通じて市場価格を決定する。IPO完了後、パーペチュアル契約は自動的にIPO価格に転換され、IPOが行われなかった場合はプレIPOの平均価格で決済される。現在、CBRSのプレIPO市場での取引が可能となっており、IPO予定日は5月7日となっている。

The global cryptocurrency market cap now stands at $2.54T, down by -1.29% over the last day, according to CoinMarketCap data. Bitcoin (BTC) has been trading between $75,876 and $77,500 over the past 24 hours. As of 09:30 AM (UTC) today, BTC is trading at $77,329, up by 1.40%. Most major cryptocurrencies by market cap are trading mixed. Market outperformers include MEGA, QI, and NFP, up by 185%, 33%, and 29%, respectively. Market movers: ETH: $2284.26 (+0.74%) BNB: $617.39 (-0.11%) XRP: $1.3763 (-0.06%) SOL: $84.02 (+0.80%) TRX: $0.3263 (+0.40%) DOGE: $0.108 (+0.41%) WBTC: $77152.62 (+1.49%) U: $1.0002 (-0.01%) XAUT: $4568.36 (-1.11%) BCH: $443.3 (-0.74%) Top gainers on Binance: MEGA/USDT (+185%) QI/USDT (+33%) NFP/USDT (+29%)

Riot Blockchain has announced its financial results for the first quarter, revealing a revenue of $167 million. According to NS3.AI, the company's expanded data center operations contributed $33.2 million to this figure. Riot Blockchain also disclosed that it currently holds approximately 15,679 Bitcoin.

Trade.xyz has announced plans to introduce Pre-IPO stock perpetual contracts, according to Foresight News. These contracts will reflect the prices of companies preparing for public listing, rather than representing actual shares. The platform stated that the opening prices will be based on the company's most recent public funding rounds, disclosed valuations, IPO documents, or other relevant public information. Before the target company goes public, the Pre-IPO perpetual contract market will operate using a mechanism similar to Hyperp. Once the company completes its public listing, the corresponding perpetual contract market will transition to a standard external pricing perpetual contract based on the listed stock. This conversion will occur when there is sufficient external market data to support standard oracle pricing.

Mike Wilson has highlighted that increasing bond volatility poses a greater threat to stocks than the ongoing Iran conflict, particularly if the 10-year Treasury yield surpasses 4.50%. According to NS3.AI, Wilson emphasized that heightened bond volatility could diminish market liquidity and present a more significant challenge to equity multiples than the mere level of interest rates. He also noted that the current market rally is bolstered by widespread earnings growth, with the median Russell 3000 company experiencing nearly 14% year-over-year earnings growth.

BitMartの5月1日の市場動向によると、BTCは現在約77,329ドルで、日中高値は約77,435ドルでした。ETHは約2,284.82ドルで、日中高値は約2,289.71ドルでした。SOLは約84.15ドルで、日中高値は約84.25ドルでした。全体として、主要資産は本日も堅調な動きを継続しており、BTCは77,000ドル台に戻り、ETHとSOLも同時に安定しており、市場心理は前営業日よりも回復している。BTCは日中、高値圏で推移しており、コア資産への買い支えが依然として続いていることを示している。ETHの変動は比較的収束しており、主に回復に追随する動きが見られる。SOLは再び84ドル台に戻っており、人気銘柄に対するリスク選好が顕著に冷めていないことを示している。現在の相場にはさらなる上昇加速の兆候は見られないが、積極的な売り圧力も比較的限定的であり、全体としては依然として高値圏での調整後の回復リズムが主流となっている。BitMart X Insight：ウォール・ストリート・ジャーナルの報道によると、5月1日はメーデー休暇にあたり、欧州やアジアの多くの市場が休場となり、取引は比較的低調だった。一方、原油価格は依然として高水準にあり、米国債利回りはほぼ横ばいで推移しており、市場の注目は依然としてインフレとリスク選好のバランスに集中している。これを暗号資産市場に当てはめると、BTC、ETH、SOLは本日全体的に安定しており、短期的な市場心理が明らかに弱まっているわけではないことを示している。しかし、外部市場の流動性が低い環境下では、資金がさらに高値を追う意欲は依然として比較的抑制されている。投資家の皆様には、引き続きBTCが77,000ドル付近でどのように支持されるか、またETHやSOLが連休明けにより明確な連動的な回復を見せられるかについて注視することをお勧めします。本記事はあくまで参考情報であり、いかなる投資勧誘を構成するものではありません。暗号資産市場は変動が激しく、リスクが高いため、理性的な判断を行い、個人のリスク管理を徹底してください。

Brazil's Central Bank (BCB) has issued Resolution No. 561, prohibiting the use of virtual assets for settlement in regulated eFX international payment and transfer services. According to Odaily, the resolution mandates that payments between eFX service providers and their foreign counterparts must be conducted exclusively through foreign exchange transactions or non-resident Brazilian real accounts, strictly forbidding the use of virtual assets. This regulation also applies to eFX providers in the transition phase who have not yet been approved. These companies must seek authorization from the central bank by May 31, 2027, to continue offering services. The measure does not constitute a complete ban on crypto asset transfers within Brazil but aims to confine cross-border payment flows to regulated foreign exchange channels. The Brazilian Central Bank stated that the decision was prompted by the surge in stablecoin usage in cross-border payments, raising concerns about money laundering, taxation, and monetary sovereignty.

Visa has introduced its 'Visa Agentic Ready' global initiative in Hong Kong, focusing initially on preparing card issuers. According to Foresight News, the program offers a comprehensive testing process for issuers, integrating tokenization technology, identity verification, risk management, and authorization mechanisms to explore reliable agent-based payments across various applications. The 'Visa Agentic Ready' initiative is now officially available in Hong Kong and several Asia-Pacific markets, including Australia, Japan, Malaysia, New Zealand, Singapore, South Korea, Taiwan, Thailand, and Vietnam.

AIにサンドボックス内の「非正規ユーザー」という立場を与え、ブロックチェーン上の正規ユーザーへと至る道を切り拓く。

DeFiで実際に採用されているのは、規模が最大の国債ではなく、より高い正の利回りスプレッドを持つ信用資産である。

人工知能、アップル、テクノロジー、ナバル：アップルは終わった、次はSaaSだ　ゴールデン・ファイナンス、あなたの会社には、AIには真似できない何が本当にあるのか？

DeFi貸付分野のリーダー的存在であるAaveがKelp DAOの盗難事件に巻き込まれ苦境に立たされる中、もう一つの老舗プロトコルであるSkyは、大口投資家からの多額の資金を集めただけでなく、ここ2週間でTVLが25%以上も大幅に増加し、その勢いに乗じて2つの重要な動きを相次いで打ち出した。

昨夜、DeepSeekのマルチモーダル研究員である陳小康氏がXに投稿し、DeepSeekのマルチモーダル技術に関する新論文『Thinking with Visual Primitives』を公開し、「公開できて興奮している」と述べた。

仮想通貨、暗号資産市場、難しすぎる――「暗号資産」がXで最もブロックされたトピックに 金色財経、過去24時間で、暗号資産界のインフルエンサーたちは何を話題にしていたのか？

「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3043号を発行し、デジタル通貨およびブロックチェーン業界の最新ニュースをお届けします。

デジタル資産の次の段階は、消費型トークンの隆盛というよりは、規制の枠組みをめぐる競争となるだろう。

「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。

金融システムは現在、外部と内部の両面から再構築が進められており、AIエージェントはこの新たなインフラを大規模に活用する最初のユーザーとなるでしょう。