Author: 行政
Make CryptoSlate preferred on “Sell in May and go away” is the idea that stocks reliably underperform between May and October, and it describes a market that might no longer exist.Bloomberg Intelligence data shows the S&P 500 ETF has closed the May-October period in positive territory in 25 of the last 33 years, with only one negative summer stretch in the past decade.Bespoke data cited by Bloomberg shows the cumulative return from holding SPY is only in May-October since the ETF’s 1993 debut, at roughly 171%. That is real money, just considerably less than the 731% earned by staying long…
Several Japanese government agencies and regulators have jointly issued a guidance request warning that real estate transactions involving crypto may pose a heightened risk of money laundering. The guidance highlighted that crypto’s almost instant processing and settlement of cross-border transfers was a significant source of risk. Japanese real estate and crypto industries were instructed in the guidance to take additional precautions when dealing with property transactions involving cryptocurrencies. Japan’s real estate and cryptocurrency industries have been warned that digital assets pose a money laundering risk when used in real estate transactions in a new joint guidance notice issued by the…
Make CryptoSlate preferred on The CLARITY Act has stalled in Senate Banking deliberations, setting back an array of market rules that would solidify into law most of the pro-crypto stance that took hold in the President Donald Trump administration.Yet, Congress may have handed crypto markets an unexpected experiment. Galaxy Research puts the odds of enactment this year at roughly 50-50, possibly lower, with unresolved disputes over DeFi provisions, jurisdiction, and stablecoin yield language.The bill spans token classification, exchange and broker-dealer registration, software carveouts, and DeFi provisions, with the rewards dispute representing one contested layer inside a much larger framework.On the…
Bernstein cut IREN’s price target to $100 from $125 but kept the stock as its top pick among AI-focused Bitcoin miners. IREN has contracted 150,000 GPUs, with half tied to Microsoft’s five-year US$9.7 billion cloud deal. The company says the full GPU fleet could support more than US$3.7 billion of annualised AI Cloud revenue by the end of 2026. IREN remained Bernstein’s top AI-focused Bitcoin miner even after the broker cut its price target to US$100 (AU$144), as analysts pointed to the company’s Microsoft-backed GPU expansion and US$3.7 billion (AU$5.33 billion) revenue target as the centre of its post-mining story.…
Jones argues Bitcoin’s capped supply makes it a stronger inflation hedge than gold, especially during periods of heavy monetary stimulus. He points to the 2020 liquidity surge as a turning point that highlighted Bitcoin’s role as a macro trade. Despite crypto optimism, he warns equities look stretched, with weak long-term returns and broader economic risks if markets fall. Investor Paul Tudor Jones has reinforced his bullish stance on Bitcoin, describing it as the most effective safeguard against inflation due to its strictly limited supply. The billionaire argued that, unlike gold, Bitcoin’s issuance is permanently capped, making it structurally more scarce…
Bitwise CIO Matt Hougan said Bitcoin’s 20% rebound from February lows was driven largely by Strategy, ETF issuers and long-term holders. Hougan said Strategy added US$7.2 billion (AU$10.37 billion) of Bitcoin over eight weeks, supported by STRC issuance. Strategy’s April 27 filing showed 818,334 BTC holdings after a 3,273 BTC purchase funded by common-stock ATM proceeds. Bitwise CIO Matt Hougan said Strategy’s high-yield STRC preferred stock could keep fuelling Bitcoin’s rally after the company added US$7.2 billion (AU$10.37 billion) of BTC in eight weeks, though its latest buy used common-stock proceeds. Hougan wrote that Bitcoin (BTC) had risen roughly 20%…
Coordinated efforts by five dealers and a specialist collector at the recent Central States Numismatic Society (www.CSNS.org) convention near Chicago led to the recovery of a stolen sunken treasure gold coin and the arrests of two suspects who reportedly offered the coin for sale at the show on April 24, 2026. The obverse and reverse of the missing 1709 Lima 8 Escudos 1715 Treasure Fleet gold coin recovered at the 2026 Central States Numismatic Society convention. (Photo courtesy of Tony Gryckiewicz .) The recovered coin is a 1715 Treasure Fleet 1709 Lima, Peru eight Escudos. The 1715 Treasure Fleet refers…
Make CryptoSlate preferred on Washington is turning stablecoins into regulated payment instruments while trying to keep issuer-paid yield away from holders. That combination changesthe economics of digital dollars and puts the value of user balances up for grabs across the intermediary stack.The GENIUS Act bars permitted payment stablecoin issuers and foreign payment stablecoin issuers from paying holders any form of interest or yield solely for holding, using, or retaining a payment stablecoin.The FDIC’s April 7 proposal would turn parts of that law into operating standards for FDIC-supervised issuers, including reserves, redemption, capital, risk management, custody, pass-through insurance, and tokenized-deposit treatment.That…
Make CryptoSlate preferred on Bitcoin 2026 opened at The Venetian on April 27 with the Director of the FBI in the program for a session about code, speech, and enforcement.The placement turned a conference slot into a live test of Bitcoin’s political identity.The session, titled Code is Free Speech: Ending the War on Bitcoin, took place at 10:30 a.m. on the Nakamoto Stage with Paul Grewal moderating and Acting Attorney General Todd Blanche.Grewal moderated a virtual discussion with Patel rather than an in-person appearance.Todd Blanche is the acting attorney general, serving as the 40th deputy attorney general.The symbolism is clear.…
Make CryptoSlate preferred on Everyone watching Bitcoin this week is watching the Federal Reserve, while the more important tell may be sitting in the Treasury market, where the 10-year yield has compressed into one of its tightest ranges of the year just as a dense macro calendar opens.Bitcoin’s recovery now rests on renewed institutional inflows and the assumption that liquidity conditions will not tighten again. If Treasuries choose a direction before that assumption is tested, the bond market could drive Bitcoin’s next move independently of any crypto-specific catalyst.The 10-year yield spent Apr. 1 through Apr. 24 inside a band of…