Variant, a well-established venture capital firm in the cryptocurrency sector, has announced a significant investment of 200 million yuan as it shifts its focus from Web3 to AI Agent technology. According to PANews, this strategic move marks a pivotal transition for the firm as it seeks to capitalize on the growing potential of AI-driven solutions. The investment underscores Variant's commitment to adapting to emerging technological trends and expanding its portfolio beyond traditional Web3 projects.

TSMC held its annual shareholders meeting in Hsinchu, where Chairman and CEO C.C. Wei stated that global chip supply will continue to fall short of the surging AI demand for several years. According to Odaily, even with TSMC's capacity expansion in the United States, it will be challenging to fully meet the needs of American clients, and achieving a supply-demand balance will take time. Wei reiterated that TSMC's sales are expected to grow by over 30% this year. The company's capital expenditure is projected to approach the upper limit of $56 billion, while global major hyperscale cloud service providers are expected to spend $725 billion in the AI sector. TSMC's stock in Taipei saw a slight decline of 1% due to Broadcom's performance outlook, although it has increased more than fourfold over the past three years. Wei also mentioned that employee bonuses are set to rise by over 30% this year.

According to Odaily, technology analyst @jukan05 revealed that TSMC CEO stated the company's CoPoS advanced packaging technology is currently in trial production and is expected to see a significant increase in production over the next two to three years. The CEO also mentioned that TSMC is expanding its mature process wafer capacity, including facilities in Japan to meet CMOS image sensor demand and in Germany to support automotive and industrial needs. Additionally, the company has no plans to significantly raise prices like the memory semiconductor industry, focusing instead on long-term, sustainable growth rather than short-term price hikes.

The prediction market Polymarket has experienced a notable change in the odds for the event "Musk Tweet May 29 to June 5, 2026," according to ChainCatcher. The probability for the "Yes" option in the sub-market "160-179" has sharply declined from 33.95% an hour ago to the current 18.4%, marking a fluctuation of 15.55%. Observers are advised to consider the impact of any related breaking news.

The Committee for a Responsible Federal Budget has warned that Social Security insolvency could lead to a reduction in retiree benefits by approximately $500 per month as soon as 2032. According to NS3.AI, the think tank indicated that insolvency would automatically result in a 24% cut in the typical monthly payment. The Social Security Administration has adjusted its projected insolvency date for the Old-Age and Survivors Insurance Trust Fund from 2033 to the end of 2032.

Phoenix Labs co-founder Sam MacPherson announced that the DeFi lending protocol Spark has deployed 15 million USDC to Spark Prime and initiated a pilot collaboration with M1 Capital. According to Foresight News, M1 Capital will utilize this fund pool to conduct parallel delta-neutral arbitrage trades across centralized and decentralized platforms, aiming for efficient capital use and broader trading coverage. Spark Prime enables borrowers to manage cross-platform margins between DeFi protocols, qualified custodians, and exchanges, overcoming the traditional single-position limitation of DeFi lending. It retains core DeFi features such as over-collateralization and automated liquidation.

Global stocks opened lower on Thursday following a disappointing forecast from chip giant Broadcom, which raised concerns about the AI trade. According to RTHK, stronger-than-expected US economic data further fueled speculation that the Federal Reserve might increase interest rates. Fresh Iranian attacks and stalled peace talks with the United States added to the negative sentiment, although oil prices fell on news of a ceasefire between Israel and Lebanon. Regional equity markets mirrored Wall Street's decline, where tech firms suffered after Broadcom's third-quarter chip revenue forecast fell short of expectations. In Hong Kong, the Hang Seng Index dropped 167 points, or 0.66 percent, to 25,465 at the open. Other markets, including Shanghai, Sydney, Singapore, Wellington, and Taipei, also saw declines. Jakarta experienced a more than one percent drop, reaching its lowest level since 2021, as the Indonesian rupiah hit a record low amid economic concerns. Traders were unsettled by data showing US companies added the most jobs since early last year, despite rising energy prices. This comes ahead of a closely watched non-farm payrolls report due Friday, which could intensify pressure on the Fed to raise rates if it shows strong job growth.

プライバシー重視のブロックチェーンであるZcashは、今週、4時間以上にわたり新しいブロックが生成されない状態が続いたため、突然注目から外れたように見えた。これにより、大規模なネットワーク障害への懸念が高まり、取引が未確認のまま滞留する事態となった。

スペースXは、企業価値を約1兆7700億ドルと評価するIPOにより、過去最高の750億ドルを調達する計画だ。同社はロードショーに先立ち、1株あたりの価格を135ドルに設定しており、上場後もイーロン・マスク氏が引き続き強力な支配権を維持すると見られている。

もともと伝統的な銀行を保護するために制定されたCLARITY規制法案が、予期せずステーブルコインの新たなコンプライアンスの道を開くことになった。

ニューヨーク証券取引所は、自らが利用することさえできない仮想通貨取引所からノウハウを学ぼうとしている。

米連邦準備制度理事会（FRB）のベージュブックは、一長一短のシグナルを示している。米国経済は依然として今年2％の成長を達成する勢いを維持しているが、インフレ圧力は経済の様々な分野に波及しつつある。雇用市場は全体として安定しているものの、構造的な変化が生じており、インフレ率は依然として高水準で推移している。

金色財経は、仮想通貨・ブロックチェーン業界の朝刊『金色朝8時』第3078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お届けします。

マッキンゼーは、2030年までに人工知能エージェントが世界の消費者向け商取引において3兆～5兆ドルの取引を成立させると予測している。

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。

トランプ氏、和平交渉決裂を受け「第三次中東戦争」の影が中東に再び立ち込める　ゴールデン・ファイナンス、イラン、ヒズボラ、イスラエルが再び戦争の軌道へ。

韓国の暗号資産取引所をめぐる株式争奪戦は、まさにこうした対照的な状況の中で始まった。