Rescue and recovery operations are continuing in Nepal after a glacial collapse triggered catastrophic flooding near the border with China, killing more than 600 people and leaving thousands missing, according to Bloomberg. Destroyed roads and bridges are complicating efforts to reach isolated communities as Nepal seeks specialized international assistance for tunnel rescues, victim identification and recovery.

つまり、サトシ・ナカモトの真に面白いところは、「ビットコインを発明した」ということだけではない。

Six months into the US conflict with Iran, oil flows from the Persian Gulf have recovered to about 40% of prewar levels, but the Strait of Hormuz remains constrained and the Navy is under pressure on personnel, equipment and finances, according to Bloomberg. Bloomberg News Economic Statecraft Lead Chris Kennedy and Bloomberg News Defense Reporter Jen Judson discussed the strain on US military readiness on Bloomberg This Weekend and said a new US deal involving Venezuelan oil fields is unlikely to provide a significant near-term boost to global supply.

According to Wallstreetcn, a U.S. federal judge ruled that Silicon Valley Bank's former parent company has no right to claim $1.7 billion it had deposited at the bank when the Federal Deposit Insurance Corporation took over the failed lender and protected other depositors' funds. U.S. District Judge Beth Labson Freeman in the Northern District of California issued the ruling on Friday, saying SVB Financial Trust cannot recover the cash because the former parent company's managers made decisions that directly led to the bank's collapse, and the FDIC's argument that the bank executives' misconduct was a substantial factor in the losses and that the trust should be liable for their negligence prevailed.

The total stablecoin market capitalization has resumed its upward trend since late July and early August, reaching $304.56 billion, up 0.48% over the past week. According to ChainCatcher, USDC and USD1 were the main drivers of new issuance among leading stablecoins during the week, with USDC increasing 0.76% and USD1 rising 3.71%. USDT's market share is currently 60.21%.

Warsh's first Jackson Hole keynote was more hawkish than expected — PCE at 4.1% on a six-month basis, financial conditions "not restrictive," and a flat-out rejection of forward guidance. September hike odds jumped to 50%, Bitcoin dipped to $78,700, and the nine-day ETF inflow streak ended with a $201.9M outflow. The yen crossed 160 per dollar to a one-month low. One variable now sits above everything: Bloomberg's Anna Wong says next week's payrolls may print negative — and there is no precedent in modern Fed history for hiking after two consecutive negative readings. Warsh committed to a discipline, not a decision. The data decides.Warsh Says "We Have Work to Do" on Inflation as September Hike Odds Jump to 50%Warsh placed inflation at the center of the Fed's agenda at Jackson Hole, citing PCE at 3.7% annually and 4.1% over six months — the recent trend running hotter than the annual figure. He dismissed the summer's softer prints: "They do not tell me that underlying trends have meaningfully improved." On financial conditions: "I would be hard pressed to describe broad financial conditions as restrictive." Labor markets he called "consistent with full employment." Forward guidance, he said, "has overstayed its welcome." September hike odds jumped from 35% to 50% intraday. Bitcoin dipped to $78,700. Warsh closed with the line that defines everything: "I stand here today committed to a discipline, not to a decision."Yen Passes 160 Per Dollar to Hit Weakest Level in a MonthThe yen fell as much as 0.5% to 160.20 per dollar — its weakest in a month — as Warsh's hawkish tone boosted the greenback. Hedge funds added to short yen bets for a second straight week. The yen had failed to push through 155 earlier this month despite the first coordinated US-Japan yen-buying intervention since 1998. State Street's Masahiko Loo said the mid-160s is becoming a policy level rather than a valuation level, with markets pricing an 80% chance of a BOJ hike next month. The yen at 160 raises the same carry trade unwind risk that crashed Bitcoin from $65,000 to $50,000 in a week in July 2024 — a BOJ hike and a Fed hold simultaneously is the precise configuration that triggers it.JackYi Says Bitcoin Pullback Near $75,500 Could Offer New OpportunityLiquid Capital founder JackYi said Bitcoin's pullback was expected and that a decline to around $75,500 would present a new opportunity, adding he remains optimistic about a rebound after a modest correction. His broader framing is worth noting: he entered Bitcoin in 2015 through mining, caught the 2017 bull market, later invested in hundreds of projects with most failing, and concluded that nine consecutive successful trades can be erased by one failure. The $75,500 level sits roughly 5% below current prices — below the $77,100-$80,000 supply zone Bitfinex identified as the key absorption band — and would represent a partial retracement of the rally from $62,000 without breaking the broader recovery structure.Bitcoin ETF Streak Ends With $201.9 Million Outflow as Ether Funds Extend to 12 DaysThe nine-day Bitcoin ETF inflow streak ended with a $201.9M outflow — the session after Warsh's speech, consistent with the lag between macro events and ETF flow response. Ether ETFs took in $102.1M for a 12th consecutive session, running three sessions longer than Bitcoin's streak. August still finishes as the strongest inflow month of 2026 at $3B+, but missed passing October 2025 as the all-time monthly record by one session. The outflow matters most because of where Bitcoin is trading: nearly 8% of supply was acquired between $80,000 and $82,000, the 50-week moving average sits at $81,081, and absorbing that overhead supply requires sustained spot demand. That demand just paused.Bloomberg's Anna Wong Says Weak Payrolls Could Block a September Fed HikeBloomberg Chief Economist Anna Wong says next week's NFP may print weak — with a real probability of negative growth — and states explicitly: there is no precedent in modern Fed history for raising rates after two consecutive negative payroll readings. The argument lands directly against Warsh's employment framing, which attributed soft monthly gains to low labor supply rather than weak demand. A data-dependent Fed that won't pre-commit — Warsh's explicit position — means payrolls now carry maximum weight. If NFP prints negative, the hawkish inflation case Warsh delivered at Jackson Hole collides with an employment reality that has historically blocked rate hikes. Bitcoin at $78,700 is positioned in the middle of that binary: a weak print restores the lower-yield backdrop that drove the ETF streak; a strong one confirms the hawkish read and tests the supply wall at $80,000-$82,000. 

今日の世界のエンボディド・インテリジェンス産業の全体像を俯瞰してみると、自動車メーカーがほぼ至る所に存在していることがわかる。

タフノーン・ビン・ザイードを一言で表すなら、それは「豪」だ。

AIモデル企業が100ドルを稼ぐごとに、そのうち約35～40ドルが推論処理費用として、AWS、Azure、GCPの3大クラウドプロバイダーに支払われる。クラウドプロバイダーはこの収入から10～20ドルの営業利益を得ており、これに対応する営業利益率は約35％～45％となる。

ジェシー・ライムグルーバー氏は、AIハードウェア企業OpenHomeの共同創業者であり、Anthropicの株式も保有している。数ヶ月前、同氏はXプラットフォーム上で、これらの株式を売却する意向がある可能性を示唆した。

Solana は現在、画期的なガバナンスの実験を進めている。

孫宇晨、趙長鵬、米国株、CZが孫兄に「互いに尊重し合うよう」と助言　トランプ氏がオンタリオ湖を「アメリカ湖」に改名　金色財経、過去24時間で、X上のインフルエンサーたちは何を話題にしていたのか？

FRB議長がジャクソン・ホール年次総会でタカ派的な初発言を行った後、市場は直ちにFRBの9月の利上げ見通しを織り込んだ。

発言全体としてはややタカ派寄りの内容だった。市場における9月の利上げ予想はさらに五分五分（不透明さが増している）となっているが、客観的に見れば、今回の会合でのウォッシュ氏の講演は就任以来最も情報量が多く、彼の金融政策の枠組みに対する理解を深めるものとなった。

「金色財経」は、仮想通貨・ブロックチェーン業界の朝刊『金色早8点』第3165号を発行し、デジタル通貨およびブロックチェーン業界の最新ニュースをいち早くお届けします。