Jeong Tae ho: Taxation on crypto assets should be implemented as planned

According to a report by Nomura, AI driven demand is growing exponentially, memory supply is limited, and the industry is facing a supply-demand gap. Nomura has raised Samsung Electronics' target price from 340000 Korean won to 590000 Korean won, and SK Hynix's target price from 234 million Korean won to 4 million Korean won, both rated as "buy". The report points out that the demand for AI semiconductors has shifted from training to inference workloads, memory demand has entered exponential expansion, and the industry's supply growth is growing at a compound annual growth rate of about 30%, only six times, which is difficult to meet the demand. Nomura believes that existing optimization solutions can only slow down the expansion of the supply-demand gap and cannot reverse the trend.

According to Gate's predicted market data, market expectations for the event "What price will Ethereum reach in May?" are mainly concentrated around $2000. The probability of ETH dropping to $2000 is about 56%, and the probability of dropping to $1800 is about 13%; The probability of reaching $2600 and $1600 is both 4%. Market funds tend to bet on Ethereum oscillating around $2000, with less extreme price expectations.

Hedge fund investor Jordi Visser stated that he has increased his holdings of ETH and believes that the "tokenization trend" will drive its price above $2400. （Cointelegraph）

JPMorgan Chase has lowered its average gold price forecast for 2026 to $5243 per ounce, compared to its previous forecast of $5708 per ounce.

BitMine Chairman Tom Lee stated that the rise in oil prices is the main reason for the recent pressure on Ethereum prices, and the inverse correlation between ETH and oil has reached a historical high. In the short term, the decline in oil prices may drive the price of ETH back up. In the long run, asset tokenization and proxy AI are the main driving factors for Ethereum, and it is expected to perform even better in 2026.