Citi has projected that the Bank of Japan will begin implementing interest rate hikes approximately every six months starting in June. According to Jin10, this forecast suggests a shift in monetary policy by Japan's central bank, potentially impacting economic conditions and financial markets.

Retail traders are increasingly utilizing AI agents to manage their investments across equities, cryptocurrencies, and prediction markets. Bloomberg posted on X, highlighting the trend of individuals leveraging artificial intelligence to automate trading decisions. This shift is driven by the desire for more efficient and informed trading strategies, as AI can analyze vast amounts of data and execute trades at optimal times. The adoption of AI in trading is reshaping how retail investors approach the market, offering them tools previously accessible only to institutional investors. As AI technology continues to evolve, its role in financial markets is expected to expand, providing retail traders with enhanced capabilities to navigate complex market dynamics.

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 News는 X 플랫폼을 통해 Tradexyz가 문서에 Pre-IPO 시장 기능을 추가했다고 밝혔습니다. 이 시스템은 사용자가 주식의 공식 상장 전에 포지션을 확보할 수 있도록 지원합니다. 이 시장의 오라클은 회사의 최신 자금 조달 라운드 가격을 기반으로 하며, Hyperp를 통해 시장이 가격을 결정합니다. IPO가 완료되면 퍼페추얼 계약은 자동으로 IPO 가격으로 전환되며, IPO가 이루어지지 않을 경우 Pre-IPO 평균 가격으로 정산됩니다. 현재 CBRS 프리-IPO 시장에서 거래가 가능하며, 예상 IPO 날짜는 5월 7일이다.

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.

BitMart의 5월 1일 시장 동향에 따르면, BTC는 현재 약 77,329달러를 기록하고 있으며 장중 최고가는 약 77,435달러였다. ETH는 약 2,284.82달러를 기록했으며 장중 최고가는 약 2,289.71달러였다. SOL은 약 84.15달러를 기록했으며 장중 최고가는 약 84.25달러였다. 전반적으로 볼 때, 주요 자산들은 오늘도 강세를 이어갔으며, BTC는 $77,000 선 위로 복귀했고, ETH와 SOL도 동시에 안정세를 보이며 시장 심리가 전 거래일에 비해 다소 회복된 모습이다. BTC가 장중 고가권에서 유지되고 있는 것은 핵심 자산에 대한 매수세가 여전히 존재함을 시사한다. ETH의 변동성은 상대적으로 수렴되었으며, 이는 주로 시장 회복에 편승한 움직임으로 보인다. SOL이 다시 $84 선으로 돌아온 것은 인기 코인에 대한 위험 선호도가 뚜렷이 식지 않았음을 보여준다. 현재 차트상 추가 상승 가속화 조짐은 보이지 않지만, 적극적인 매도 압력도 상대적으로 제한적이어서 전반적으로 고점 조정 후 회복 국면을 이어가고 있다. BitMart X Insight: 월스트리트저널(WSJ) 보도에 따르면, 5월 1일은 노동절 연휴로 유럽과 아시아의 다수 시장이 휴장하여 거래가 상대적으로 한산했다. 한편, 유가는 여전히 고공 행진을 이어가고 있으며 미국 국채 수익률은 대체로 안정세를 유지해, 시장의 관심은 여전히 인플레이션과 위험 선호도 간의 균형에 집중되고 있다. 이를 암호화폐 시장에 적용해 보면, 오늘 BTC, ETH, SOL은 전반적으로 안정세를 유지하고 있어 단기 시장 심리가 뚜렷하게 약화되지는 않았음을 시사하지만, 외부 시장의 유동성이 약한 환경 속에서 자금이 추가적으로 가격을 쫓아오려는 의지는 여전히 상대적으로 자제되고 있다. 투자자들은 BTC가 77,000달러 선에서 지지선을 형성하는지 여부와, ETH 및 SOL이 연휴 이후 더 명확한 연동 회복세를 보일 수 있을지 계속 주시할 것을 권장합니다. 본 글은 참고용이며, 어떠한 투자 조언도 구성하지 않습니다. 암호화폐 시장은 변동성이 크고 위험이 높으므로, 합리적인 판단을 내리고 개인별 리스크 관리를 철저히 하시기 바랍니다.

AI가 샌드박스 내의 비공식 사용자 신분에서 벗어나, 블록체인 상의 정식 사용자로 거듭날 수 있는 길을 열어주자.

DeFi에서 실제로 채택된 것은 규모가 가장 큰 국채가 아니라, 더 높은 수익률 스프레드를 가진 신용 자산이다.

인공지능, 애플, 기술, 나발: 애플은 끝났다, SaaS가 다음이다. 골든 파이낸스, 귀사의 어떤 점이 AI가 따라 할 수 없는가?

DeFi 대출 시장의 선두주자인 Aave가 Kelp DAO 해킹 사건으로 인해 곤경에 처한 가운데, 또 다른 유력 프로토콜인 Sky는 거물 투자자들의 실질적인 관심을 끌었을 뿐만 아니라 지난 2주 동안 TVL이 25% 이상 급증했으며, 이 기세를 몰아 연이어 두 가지 중대한 조치를 발표했습니다.

어젯밤 DeepSeek의 다모달 연구원 첸 샤오캉이 X에 트윗을 올리며 DeepSeek의 다모달 기술에 관한 새로운 논문 《Thinking with Visual Primitives》를 공개하고 “발표하게 되어 기쁩니다”라고 밝혔다.

암호화폐, 암호화폐 시장, 너무 어렵다——암호화폐가 X에서 가장 많이 차단된 주제로 떠올랐다. 골든파이낸스, 지난 24시간 동안 암호화폐 업계의 인플루언서들은 어떤 이야기를 나누었을까?

골든파이낸스가 암호화폐 및 블록체인 업계 아침 뉴스레터 《골든 모닝 8시》 제3043호를 발행하며, 가장 최신의 디지털 화폐 및 블록체인 업계 소식을 전해드립니다.

디지털 자산의 다음 단계는 소비형 토큰의 전성기라기보다는 규제 체제를 둘러싼 경쟁이 될 것이다.

골든파이낸스가 《골든 Web3.0 데일리》를 출시하여 AI, DeFi, DAO, NFT 및 메타버스 업계의 최신 소식을 가장 빠르게 전해드립니다.

금융 시스템은 현재 외부와 내부 모두에서 재구축되고 있으며, AI 에이전트는 이 새로운 인프라를 최초로 대규모로 활용하는 주체가 될 것입니다.