CoinbaseとCircleがHyperliquidのAQAv2アップグレードへの支持を表明し、USDCを同プロトコルのイールドシェアリング（収益分配）枠組みに組み込んだことを受け、HYPEトークンが急騰した。
5月14日の発表後、HYPEは急騰し約45ドルに達した。このアップグレードにより、CoinbaseはHyperliquidにおけるUSDCの公式トレジャリーデプロイヤーとなり、CircleはCCTPを通じて技術的なデプロイとクロスチェーンインフラの管理を担うことになる。Native MarketsのUSDHトークンが確立したモデルに従い、USDCの準備金から得られる収益の大半は、今後プロトコルへと還元される。
X（旧Twitter）での初期の反応は、CoinbaseとCircleによるHyperliquidのAQAv2アップグレードへのコミットメントに対する期待感で溢れており、ユーザーからはHYPE保有者への大幅な収益分配やトークン価格の高騰が注目されている。
↓ $HYPE $38->$46 (+20%) growth in one day! ↓
— BeCryptoBee (@Be_CryptoBee) 2026年5月15日
> Coinbase company announced the activation of AQAv2 on USDC, and Circle will be the technical deployer.
> This will make USDC the most aligned stablecoin on Hyperliquid, as Coinbase will share a larger portion of the reserve… pic.twitter.com/BjbRFJEQvL
🚨 BREAKING: Coinbase will activate AQAv2 on $USDC on @HyperliquidX.
— Vikingo.hl (@VikingoDigital_) 2026年5月14日
Coinbase bought and staked the 500K $HYPE ($20M)@coinbase = treasury deployer@circle = technical deployer (CCTP + cross-chain infra)
Both will stake $HYPE to activate AQAv2
Biggest change:$USDC will… https://t.co/xie2HFPIvH pic.twitter.com/EBQfbeMxRM
Big News for Hyperliquid!
— CoinsProbe (@CoinsProbe) 2026年5月14日
Coinbase and Circle are activating AQAv2 on Hyperliquid:
• Coinbase → Official USDC Treasury Deployer
• Circle → Technical Deployer for CCTP & cross-chain Both have committed to major $HYPE staking to make it happen.
USDC becomes the core…
$HYPE is one to be on your radar if you have not.
— Jamatto (@jamatto14) 2026年5月15日
Coinbase and Circle just committed to their AQAv2 upgrade. That's a big deal.
USDC becomes the official quote asset on Hyperliquid. Reserve yield gets shared with the protocol instead of leaving the ecosystem.
At $5B in USDC on…
Coinbase doubling down on Hyperliquid 🔗 USDC onchain trading just got a major boost. $HYPE
— Coinwy (@coinwy_com) 2026年5月15日
Full story here: https://t.co/rdX9PSVcfE#Crypto #DeFi
AIによるレポート AIによって生成された画像
Hyperliquid's token price crossed $50 this week, driven by early inflows into new spot HYPE exchange-traded funds that outpaced Bitcoin products on an adjusted basis.
Hyperliquid's HYPE token has gained 101 percent year to date while decoupling from Bitcoin. The platform's revenue has expanded across multiple sectors. Bitwise's Matt Hougan described HYPE as the most mispriced cryptocurrency.
AIによるレポート
Michael van de Poppe says Hyperliquid’s surge and renewed interest in AI-focused crypto projects signal a broader return of risk appetite in altcoins. He highlighted recent gains in the HYPE token and pointed to undervalued AI-linked projects as key drivers.
Coinbase has teamed up with Ethena to route idle USDC into yield-generating strategies that the company says comply with proposed restrictions in the CLARITY Act. The partnership, announced this week, allows activity-based rewards rather than passive interest on stablecoins.
AIによるレポート
Coinbase has announced the launch of its 'Coinbase Stablecoin Credit Strategy' (CUSHY), a new fund targeting qualified investors with exposure to tokenized institutional credit. The strategy leverages stablecoins for public, private, and opportunistic credit opportunities. It aims to capitalize on tokenization benefits amid ongoing debates over stablecoin regulation.
Bitcoin stayed above 80,000 dollars on Friday while altcoins led gains across crypto markets. Coinbase shares recovered 10 percent from session lows after the exchange reported a quarterly loss.
AIによるレポート
Tether, the issuer of the largest stablecoin USDT, announced a first-quarter net profit of $1.04 billion for 2026. The company's excess reserves reached a record $8.23 billion, with total assets nearing $192 billion against liabilities of about $183.5 billion. Reserves include significant holdings in U.S. Treasuries, gold, and bitcoin.