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.

The Ethereum Foundation recently hosted the 'Soldøgn Interop' event from April 28 to May 2 in Longyearbyen, Svalbard, Norway, gathering over 100 core developers for a week-long focus on the Glamsterdam network upgrade. According to Foresight News, the event achieved three main objectives. Firstly, the stable operation of ePBS (enshrined PBS) across multiple clients was confirmed, with the external Builder process completing end-to-end testing and glamsterdam-devnet-2 going live. Secondly, the EIP-8037 proposal for adjusting state creation gas fees finalized its parameters, shifting from dynamic pricing to a fixed cost_per_state_byte, stabilizing in bal-devnet-6. Thirdly, developers set a target minimum gas limit of 200 million for the Glamsterdam upgrade, following improvements in execution layer throughput from block-level access list (BAL) optimizations and structural adjustments in block timing by ePBS. The final gas limit parameters and fee adjustments will be confirmed and announced in an upcoming AllCoreDevs meeting. Additionally, progress was made on the Hegotá upgrade, with FOCIL completing an early prototype and advancing multi-client testing. The native account abstraction (AA) proposal addressed key requirements such as signature replacement, aggregation, gas sponsorship, and L2 DoS resistance. CL developers also made final decisions on EIPs within the Glamsterdam scope, including EIP-8061 and EIP-8045, while postponing EIP-8237 to a future fork.

모두가 여전히 인도네시아의 전자상거래, 태국의 관광, 싱가포르의 금융에 주목하고 있을 때, 중국의 AI 창업가들은 이미 조용히 시선을 베트남으로 돌리고 있다.

Hyperliquid, 예측, Polymarket, 퍼페추얼 계약, 예측 시장들이 퍼페추얼 계약 경쟁에서 승리할 수 있을까? 골든파이낸스, 퍼페추얼 계약과 예측 시장 플랫폼의 융합은 당연한 흐름이라 할 수 있다.

버핏, 왜 전 세계 투자자들이 버핏의 오마하 모임으로 몰려드는가? 골든파이낸스, 버크셔 주주총회가 왜 이토록 특별한가?

Polymarket의 대다수 사용자는 아직 시기상조이며 판단 기준에도 부합하지 않기 때문에 이를 ‘Yes’로 간주해서는 안 된다고 생각합니다. 심지어 ‘Yes’를 지지하는 일부 보유자들도 같은 의견을 가지고 있습니다.

1분기에 드러난 구조적 모순, 관세와 전쟁이 겹치며 나타난 인플레이션의 고착화, 워시가 주도하는 대차대조표 축소와 높은 금리 유지라는 정책 조합, 모조품 시장의 공급 과잉과 자금 고갈이 초래한 악순환.

파월, 연방준비제도, 파월의 마지막 기자회견… 암호화폐 업계는 무엇을 들었나? 골든파이낸스, 호재도 사실이고, 악재도 사실이다.

기술이 어디서 비롯되었는지에 따라 그 기술이 어디로 나아갈 수 있는지가 결정되며, 국경 간 M&A는 기술 확산의 경로에서 기술 이동에 대한 새로운 고려 사항으로 자리 잡고 있다.

호르무즈 해협, USDT, 누구의 달러인가? 호르무즈의 USDT와 혼란에 빠진 달러 체제 골든파이낸스, 누구의 질서인가, 누구의 허가인가, 누구의 달러인가?

메타의 마누스 인수 중단 소식이 전해지자, 여론이 왁자지껄해졌다. 환영하는 이도 있고, 찡그리는 이도 있으며, 외국계 벤처캐피털의 투자 의욕이 위축될까 우려하는 이도 있고, 중국의 혁신이 타격을 입을 것을 걱정하는 이도 있다.

골든파이낸스가 암호화폐 및 블록체인 업계 아침 뉴스레터 《골든 모닝 8시》 3044호를 발행하며, 가장 최신의 디지털 화폐 및 블록체인 업계 소식을 전해드립니다.