半導体、米国株、人工知能、米国株の「半導体ブーム」はいつ終わるのか　金色財経、AIブームは終わっていないが、選別が進む段階に入っている。

Top investors are increasingly concentrating on assets related to chip bottlenecks and power supply, according to PANews. These areas are seen as potentially more lucrative than large-scale models, highlighting a shift in investment strategies towards infrastructure and supply chain components. The focus is on the 'pick-and-shovel' assets that support the broader technology ecosystem, offering significant returns amid ongoing industry challenges.

Heima, a cross-chain abstraction layer project, has announced on Platform X that a community vote is underway regarding a proposal to burn 16.5 million HEI tokens from the ecosystem allocation. According to Odaily, the foundation has already voted in favor of the proposal, but the final decision rests with the community. The proposal aims to enhance the long-term value of the ecosystem and emphasizes transparency in governance and community involvement.

Binance announced on X that it is launching a multi-channel participation event, offering users various ways to engage and earn rewards. The event will be accessible through several platforms, including the Community Square, official in-app chat rooms, Telegram, and Discord. Each channel will feature distinct rules and formats, allowing participants to earn different rewards based on their engagement. Participants can join the event through any of the specified channels, with the opportunity to earn rewards from multiple sources. The rules and formats vary across each platform, providing a unique experience for users depending on where they choose to participate. Binance emphasizes that users can earn rewards from different channels simultaneously, enhancing the potential benefits of participation. The final list of winners and the methods for claiming rewards will be announced through the respective community and social media accounts. Binance advises participants to refer to these official channels for the most accurate information regarding the event outcomes and reward distribution. This initiative aims to encourage active participation across Binance's diverse community platforms, offering users a chance to engage with the ecosystem in multiple ways.

Binance announced on X the introduction of a new 3D collectible figurine, designed in a Q-version trendy toy style. This figurine features a minimalist design with a smooth matte PVC/plastic texture, embodying a modern aesthetic. The character is depicted as a cool boy with golden short hair, showcasing distinctive facial features such as bold black cartoon eyebrows and large, determined black eyes. Adding to its charm, the figurine has a cute micro-expression and a clear black number '4' imprinted on one cheek. The attire includes a black and white baseball jacket with a prominent capital letter 'B' on the chest, complemented by a white baseball cap adorned with a small yellow diamond logo. Additional accessories include sunglasses and large earrings, adhering strictly to a color scheme of Binance yellow, black, and white. The figurine stands in a frontal pose against a clean, monochrome light gray background, captured with studio soft lighting and rendered in high precision 3D.

Andrew Gault, CEO of networking firm ZeroTier and founding partner of 7percent Ventures, warns that the most urgent quantum threat to Bitcoin and the broader financial system is not wallet keys but the encrypted authentication data moving between institutions. According to CoinDesk, adversaries are stockpiling encrypted interbank messages and payment records to decrypt once quantum computers become powerful enough. Google and Citi have begun modeling this risk, with Google targeting 2029 for its post-quantum cryptography migration. Ethereum has initiated a post-quantum migration, but Bitcoin and major crypto exchanges have yet to commit publicly to similar protections.

Retail sentiment remains crucial in the cryptocurrency market despite the increasing involvement of institutional players, according to Swan Bitcoin CEO Cory Klippsten. According to Cointelegraph, Klippsten emphasized that retail investors continue to play a significant role in the market, as they are the primary buyers of Bitcoin, even as institutions like BlackRock and Fidelity enter the space. During an interview with Cointelegraph at BitcoinVegas 2026, Klippsten noted that while institutional investors may purchase Bitcoin through various financial products, the actual demand for on-chain Bitcoin remains a key factor in the market's dynamics. Klippsten highlighted that U.S.-based spot Bitcoin ETFs have experienced a combined $2.90 billion in net outflows since May 15, coinciding with a 9.5% decline in Bitcoin's value over the same period. As of the time of publication, Bitcoin is trading at $73,630, according to CoinMarketCap. Over the past 30 days, Bitcoin has decreased by 2.87%. Meanwhile, the Crypto Fear & Greed Index, which gauges overall market sentiment, recorded an "Extreme Fear" score of 23, indicating a cautious approach among investors. Looking ahead to 2026, Klippsten expressed a cautious outlook on Bitcoin reaching a new all-time high. Earlier in the year, when Bitcoin was trading around $95,000, he estimated a 50% chance of achieving a new peak. However, with Bitcoin's value having dropped approximately 23% since then, Klippsten has revised his expectations, now estimating only a 20-25% chance of reaching a new high. This adjustment reflects the ongoing volatility and uncertainty within the crypto market, as investors navigate fluctuating prices and sentiment.

企業のAI導入には、ユースケースの不一致、コストの膨張、人材育成の不足、データ公開への懸念という4つの障壁が存在する。

米国、トランプ、NVIDIA、NVIDIAは大きな動きを見せようとしているのか？ ゴールデン・ファイナンス、過去24時間、暗号資産界のインフルエンサーたちは何を話題にしているのか？

ニューヨーク証券取引所、Hyperliquid、伝統的金融、カジノのツールから世界的な価格決定機関へ：ニューヨーク証券取引所トップが見るHyperliquid　ゴールデン・ファイナンス、「なぜ彼らにはできて、私たちにはできないのか？」

この勢いよく押し寄せるAI金融の大航海時代において、全技術スタックを垂直統合することこそが、企業が永続的な繁栄を維持し、商品化の波に無情にも飲み込まれないための唯一の究極のビジネスモデルとなるだろう。

法律、CFTC、規制、歴史的な承認：CFTCがBTC永久先物を正式に承認　金色財経、今こそ、暗号資産業界にとって最も規制環境が友好的な時代と言えるかもしれない。

投資、人工知能、米国、『Mirror 1873：米国の鉄道バブルから見る今日のAIの存亡』、金色財経、幸運を祈ります。

AIを前にした世俗社会がすべきことは、ただ一つだ。問題はただ一つ、誰がそれを行うのか、そしてそれがどれほど持続するのか、そして万が一問題が発生した場合、誰が責任を取るのか、ということである。

Golden Financeは『Golden Web3.0デイリー』を創刊し、AI、DeFi、DAO、NFT、メタバース業界の最新ニュースをいち早くお届けします。

ERC-8257規格が実際に適用される前に、ツールの信頼性や権限ルールの整合性などの点において、さらなる検証と改善が必要である。