Polymarket odds indicating that U.S. President Donald Trump will announce the lifting of the Strait of Hormuz blockade before May 31 have increased to 63%, marking a 7 percentage point rise in 24 hours. According to NS3.AI, Trump stated on social media that Iran desires the reopening of the strait. Meanwhile, an Iranian naval commander asserted that Iran maintains control over the waterway and will not permit oil to flow without the Supreme Leader's directive.

CertiK has identified anti-money laundering (AML) regulations as the most significant regulatory threat to the cryptocurrency sector. According to NS3.AI, the U.S. Department of Justice and the Financial Crimes Enforcement Network (FinCEN) imposed AML-related fines exceeding $1 billion in the first half of last year. In contrast, penalties related to cryptocurrencies from the U.S. Securities and Exchange Commission saw a 97% decrease year over year.

Dmail, Tally, and Step Finance have ceased operations this year due to challenging funding conditions for smaller cryptocurrency ventures. According to NS3.AI, Dmail attributed its shutdown to high infrastructure costs, diminished investment interest, and limited token utility. Similarly, Tally and Step Finance struggled to establish sustainable business models, leading to their closures.

Germany is currently negotiating with the Polish government to facilitate the transit of additional crude oil supplies to a refinery located near Berlin. Bloomberg posted on X, highlighting the urgency of these discussions as the refinery is poised to halt its intake of Kazakh oil flows. The move underscores Germany's efforts to secure alternative energy sources amid shifting geopolitical dynamics. The talks aim to ensure a steady supply chain for the refinery, which plays a crucial role in the region's energy infrastructure. Details on the progress of these negotiations remain limited, but both parties are reportedly committed to finding a viable solution.

Visa는 Tether의 전 CEO인 Reeve Collins가 설립한 온체인 뱅킹 기업 WeFi와 제휴를 맺고, WeFi의 온체인 뱅킹 인프라를 통해 디지털 자산 결제를 구현할 계획이다. WeFi는 사용자가 자체 관리 지갑을 통해 자산을 보유하며 개인 키를 직접 관리할 수 있도록 하면서도, Visa 결제를 지원하는 모든 곳에서 이를 사용할 수 있도록 보장한다. 이 프로젝트는 우선 유럽, 아시아, 라틴 아메리카의 선별된 시장에서 출시된 후, 규제 당국의 승인을 거쳐 다른 지역으로 확대될 예정이다. WeFi의 CEO 막심 사하로프(Maksym Sakharov)는 스테이블코인이 기반 인프라에 직접 통합될 것이며, 결제 과정은 백그라운드에서 처리되므로 사용자가 수동으로 환전할 필요가 없다고 밝혔다.

2026년 4월 암호화폐 시장의 성과, 자금 흐름, 포지션 및 주요 이슈.

Key Takeaways The United Arab Emirates has announced its withdrawal from OPEC and OPEC+ effective May 1, a surprise move that could destabilize the organization's unified production strategyThe exit follows the UAE's frustration with other Arab states over insufficient protection during repeated Iranian attacks and comes amid the broader US-Israel-Iran conflictNordea Bank analyst Jan von Gerich says the UAE's desire to produce more oil is a bearish factor for crude prices, adding that a post-conflict OPEC will struggle to control oil markets as it has historicallyAbu Dhabi Commercial Bank chief economist Monica Malik said the move opens the door for the UAE to capture global market share and is broadly beneficial for consumers and the global economyThe development is seen as a significant win for President Trump, who has publicly accused OPEC of price manipulation and linked US military support for Gulf states to oil pricing behavior The United Arab Emirates has announced it will withdraw from both OPEC and the broader OPEC+ alliance effective May 1, delivering a potentially destabilizing blow to the world's most influential oil production cartel at a moment when energy markets are already under intense stress from the US-Israel-Iran conflict. The announcement, reported by Jinshi on April 28, marks one of the most significant ruptures in OPEC's membership in years. The UAE has been a long-standing and influential member of the organization, and its exit strips the cartel of one of the Gulf's largest producers at a time when OPEC is already navigating extraordinary geopolitical and market pressures. Why the UAE Is Leaving The withdrawal reflects a convergence of geopolitical frustration and economic self-interest. The UAE has grown increasingly critical of fellow Arab states for what it views as inadequate measures to protect it from repeated Iranian attacks during the ongoing conflict. The breakdown in Arab solidarity appears to have accelerated a decision that analysts suggest may have been building for some time. On the economic front, the UAE has long chafed under OPEC production quotas that restrict its ability to monetize its substantial oil reserves. A departure from the cartel frees Abu Dhabi to set its own production levels and pursue aggressive market share expansion -- particularly attractive as the UAE anticipates a post-conflict normalization of geopolitical tensions that could reshape global energy flows. Bearish Signal for Oil Prices Analysts broadly interpreted the news as a negative development for crude prices. Jan von Gerich, analyst at Nordea Bank, said the UAE's desire to increase production is a direct bearish factor for oil markets. He added a more structural warning: "Once the conflict with Iran ends, OPEC will no longer be able to control oil prices as it has in the past" -- a statement that calls into question the cartel's long-term relevance as a price-setting mechanism. Monica Malik, chief economist at Abu Dhabi Commercial Bank, framed the move in consumer-friendly terms. The withdrawal opens the door for the UAE to gain global market share following a normalization of tensions, she said, adding that the development "should be beneficial for consumers and the broader global economy" -- a direct reference to the inflationary impact of elevated energy prices on household spending and central bank policy worldwide. Trump's Biggest Win Yet? The geopolitical dimension of the UAE's exit is hard to overstate. President Trump has been vocally critical of OPEC, accusing the organization of "blackmailing the rest of the world" by artificially inflating oil prices and explicitly linking US military protection of Gulf states to their pricing behavior. The UAE -- one of Washington's most important regional allies and a major hub for US military operations in the Middle East -- effectively aligning with Trump's anti-OPEC position by exiting the cartel represents a significant diplomatic and economic victory for the administration. Implications for Crypto and Risk Assets A bearish turn in oil prices would represent a meaningful macro tailwind for Bitcoin and broader risk assets. Elevated crude prices have been one of the primary inflationary pressures keeping the Fed in a higher-for-longer posture and capping risk appetite through April. If the UAE's exit and anticipated production increases drive oil prices lower following a ceasefire, the resulting easing of inflation expectations could accelerate the path to Fed rate cuts -- a historically supportive backdrop for Bitcoin and high-beta assets.

Visa is collaborating with WeFi to introduce onchain payments and banking services in selected markets across Europe, Asia, and Latin America. According to NS3.AI, the initiative aims to provide users with International Bank Account Numbers (IBAN) and integrate decentralized finance (DeFi) with regulated payment systems. The expansion of these services will depend on obtaining local regulatory approvals and forming issuing partnerships, as stated by Reeve Collins.

CertiK, a Web3 security company, has released a report titled 'The State of Digital Asset Regulation in 2026,' which systematically reviews global regulatory trends. According to ChainCatcher, the report indicates that by 2026, major jurisdictions will have established regulatory frameworks, marking a shift towards full compliance in the industry. The report highlights that anti-money laundering (AML) enforcement has become the primary regulatory risk, surpassing the definition of securities attributes. In the first half of 2025, global AML-related fines exceeded $900 million, with transaction monitoring capabilities becoming a core compliance requirement. Additionally, smart contract security audits are evolving from industry best practices to entry requirements, becoming essential for license approvals and token listings. The global regulatory framework for stablecoins is becoming more consistent, generally establishing principles such as full reserves and licensed issuance. However, regulatory differences across jurisdictions continue to pose compliance challenges. The report notes that as regulatory convergence and enforcement strengthen, the industry has entered a 'strong compliance era.' CertiK states that the core issue for companies is shifting from 'whether to comply' to 'how quickly compliance capabilities can be built and implemented.' Multi-jurisdictional licensing, AML investments, and ongoing security audits are becoming foundational thresholds for institutional development.

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

Odaily Seer 채널의 모니터링에 따르면, Polymarket에서 “트럼프 대통령이 5월 31일 이전에 호르무즈 해협 봉쇄 해제를 발표할 것”이라는 확률이 63%로 상승했으며, 이는 24시간 전보다 7% 증가한 수치다. 도널드 트럼프 미국 대통령은 소셜 미디어에 다음과 같은 글을 게시했다. “이란이 방금 우리에게 그들이 ‘붕괴 상태’에 있다고 통보했다. 그들은 지도부 문제를 해결하기 위해 우리가 가능한 한 빨리 ‘호르무즈 해협을 개방’해 주기를 원한다(나는 그들이 해낼 수 있다고 믿는다!).” 한편, 이란 이슬람 혁명수비대 해군 부사령관은 이란이 호르무즈 해협에 대한 절대적인 통제권을 확보했으며, 통과하는 선박들에게 통행료를 납부할 것을 요구하고 있다고 밝혔다. 그는 호르무즈 해협의 영토 주권은 침해될 수 없으며, 외국 선박이 이 해협을 통과할 때는 페르시아어 통신을 포함한 이란 측이 정한 규칙을 준수해야 한다고 강조했다. 그는 “최고 지도자의 명령과 국민의 의지가 없다면, 이란은 단 1리터의 원유도 해협 밖으로 유출되는 것을 절대 허용하지 않을 것”이라고 말했다. 그는 또한 이란 군이 현재 “방아쇠를 당긴 상태”로 고도의 경계 태세를 유지하고 있다고 말했다. 그는 미군의 페르시아만 패권이 이미 종식되었다고 주장하며, 이란이 어떠한 형태의 해상 봉쇄에도 대응할 능력이 있음을 재차 강조했다. Odaily Seer 선지 채널은 예측 시장을 지속적으로 주시하며, 가격이 형성되기 전에 변화를 포착한다.

The U.S. Consumer Expectations Index increased to 72.2 in April, up from the previous value of 70.9. According to Jin10, this data reflects consumer sentiment and expectations regarding economic conditions.

엔비디아 주가가 사상 최고치를 경신했으나, 올해 들어 상승폭은 반도체 업종 평균에 비해 현저히 뒤처지고 있다. 전문가들은 이러한 ‘부진’이 오히려 새로운 매수 기회를 제공한다고 보고 있다.

AI 업계 전체는 지난 3년간의 비약적인 발전을 거치며 초기 이상주의의 빛은 벗어던지고, 이제 본격적인 상용화 단계에 접어들었다.

규제는 어떤 법률과 규정을 근거로 하는가? 무분별한 해외 진출의 경계선은 어디에 그어져야 하는가? 오늘부터 기업들은 도대체 어떤 선택을 해야 하는가.

백서, 팀 배경 또는 감사 결과만 살펴보는 데 그치지 말고, 스마트 계약 내에 숨겨진 관리자 권한, 임의적인 발행 증가, 단일 지점 통제(Single Point of Control) 등의 위험 요소가 있는지 확인해야 하며, 토큰 분배가 지나치게 집중되어 있는지, 투명한 락업 및 거버넌스 메커니즘이 마련되어 있는지도 주의 깊게 살펴봐야 합니다.

Pre-IPO, 토큰 경제, Arkstream Capital: 일반인이 토큰화된 Pre-IPO에 올바르게 참여하는 방법 | 골든파이낸스, 전통적인 Pre-IPO란 정확히 무엇인가? 개인 투자자는 어떻게 참여해야 할까?

시세가 오를수록 위험해진다——이는 비관론자의 직감이 아니라, 미국 은행의 정량 모델이 내린 경고다.

로빈후드 사용자를 노리는 새로운 피싱 공격이 진위와 가짜의 경계를 위험할 정도로 모호하게 만들고 있다. 이 공격은 Gmail의 잘 알려지지 않은 취약점을 악용해, 모든 표준 보안 검사를 통과할 정도로 완전히 진짜처럼 보이는 공격 이메일을 전송한다.

이번 강연에서 헤이즈는 비트코인을 긍정적으로 보는 이유, 케빈 워시가 사람들이 우려하는 그런 매파가 아닌 이유, 그리고 4월 1일 조용히 발효된 은행 규제 법안이 어떻게 수조 달러 규모의 신규 신용을 창출할 수 있는지에 대해 설명했다.