SiloRadar - RichSilo Research

Morning Report | Korean financial institutions pilot stablecoin payments for foreign users; Morgan Stanley’s Bitcoin ETF to launch soon; CME plans to launch AVAX and SUI futures contracts

SiloRadar 2026年4月8日

Korean financial institutions launching stablecoin payments for foreign users, Morgan Stanley preparing to launch a Bitcoin ETF, and CME planning AVAX and SUI futures contracts signal accelerating institutional adoption of digital assets, creating both significant opportunities and new market dynamics for crypto investors.

Quantum computing won’t kill Bitcoin, but the real risk is approaching.

SiloRadar 2026年4月7日

Quantum computing poses a real but distant threat to Bitcoin’s security, with approximately 6.26 million BTC (30-35% of supply) having exposed public keys that could be vulnerable to future quantum attacks, while protocol upgrades like BIP-360 offer a path forward, though governance inertia represents the greater immediate risk than quantum hardware itself.

Mankun Research | Hong Kong Stablecoin Licensing Delayed; Advises Against Waiting for VA Dealing and VA Custody Licenses

SiloRadar 2026年4月7日

Hong Kong’s delayed stablecoin licensing signals a cautious regulatory approach that will likely postpone VA dealing and custody licenses, creating significant market timing risks for businesses banking on quick regulatory approval while creating opportunities for multi-jurisdictional compliance strategies.

Polymarket Smart Money Landscape: 26 Long-Term Trackable Addresses (Categorized by Sector)

SiloRadar 2026年4月7日

Polymarket’s smart money landscape reveals 26 elite traders across five sectors, demonstrating that successful prediction market trading requires sector specialization rather than universal expertise. Crypto investors should focus on understanding these specialized strategies rather than blindly copying trades across markets.

GM | Strategy: Increased BTC holdings by 4,871 coins last week; Toss plans to develop its own blockchain and issue a native cryptocurrency; OpenAI’s CFO previously privately questioned the timing of the 2026 IPO.

SiloRadar 2026年4月7日

Major institutional accumulation of Bitcoin and Ethereum, combined with traditional finance’s pivot to crypto, signals growing market confidence despite ongoing regulatory and corporate governance challenges.

Visa’s Stablecoin Strategy: Cards, Settlement, and the Future

SiloRadar 2026年4月6日

Visa’s deep integration of stablecoins into its payment infrastructure represents a pivotal moment for crypto adoption, shifting the market focus from speculation to real-world utility while creating new opportunities and risks for investors.

The new public chain ARC points system launched by Circle, the first stablecoin company, is officially online. Here is the interaction guide.

SiloRadar 2026年4月6日

Circle launches Arc blockchain points system, positioning USDC-native L1 for enterprise finance, creating potential opportunities for early ecosystem participation while facing significant competition in the crowded Layer 1 landscape.

Oil prices are approaching a critical point—what will happen in mid-April?

SiloRadar 2026年4月6日

The approaching mid-April oil market critical point represents a systemic risk to crypto markets, with potential oil prices ranging from $80 (benign) to $110-120 (catastrophic), creating both significant risks and opportunities for crypto investors depending on the resolution timeline and resulting macroeconomic conditions.

Yidao Car founder Zhou Hang: Cryptocurrency, finally waited for the time it should appear

SiloRadar 2026年4月5日

Zhou Hang argues cryptocurrency is finding its true use case not with humans, but as financial infrastructure for AI agents in the emerging A2A smart economy, creating new investment opportunities while shifting crypto’s fundamental value proposition.

Who else cannot be distilled into a skill?

SiloRadar 2026年4月5日

The emergence of AI tools like “colleague.skill” that can extract and distill human skills from digital footprints creates significant opportunities for blockchain projects focused on data ownership, decentralized identity, and verifiable credentials, while highlighting the growing value of tacit knowledge that cannot be easily replicated by AI.