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
Following last week's stablecoin yield compromise by Senators Tillis and Alsobrooks, crypto stocks rallied and markup expectations grew for the Digital Asset Market Clarity Act. Circle shares surged 18% amid optimism for Senate Banking Committee action the week of May 11, despite banking pushback.
Hyperliquid's $HYPE token has shown signs of recovery but faces strong resistance in futures markets. A cluster of $28.9 million in short liquidations looms above the $35 price level, potentially amplifying volatility if breached. Technical indicators suggest building upside momentum, though broader market conditions could influence the outcome.
AIによるレポート
Circle announced a $222 million presale for its ARC token at a $3 billion valuation alongside first-quarter results. The USDC issuer beat earnings estimates but missed on revenue. Shares rose more than 15 percent on the news.
U.S. Senators Thom Tillis and Angela Alsobrooks released compromise text Friday for the CLARITY Act, addressing stablecoin yields as the final major hurdle in the crypto market structure bill. The agreement bans yields equivalent to bank deposits but allows rewards for bona fide activities. Crypto industry leaders quickly endorsed it and urged the Senate Banking Committee to schedule a markup.
AIによるレポート
Ethereum has dropped about 7% to around $1,947 amid market volatility, but Coinbase CEO Brian Armstrong points to strong retail investor behavior as a positive sign. Retail users on the platform are buying the dip and maintaining or increasing their holdings of Bitcoin and Ethereum. This trend suggests growing maturity among individual investors despite broader market challenges.