今日のプラットフォームコインのパフォーマンスは圧巻だ。BNB、BGB、OKB、GT、どれも10％以上の上昇だ。

今年に入ってから、デル、ノキア、レノボ、シスコ、インテル、テキサス・インスツルメンツ、マイクロン・テクノロジーの株価は平均で158％上昇し、時価総額の合計は約1兆7000億ドル増加した。

On May 31, Jin10 reported that a research note from Founder Securities highlighted ongoing developments in AI and investment opportunities in HALO assets. According to Jin10, the report emphasized the continued evolution of AI-driven technology growth, with a focus on the repatriation of domestic computing power from overseas. Investors are advised to consider strategic investments in core targets during market dips, particularly in sectors like AI power shortages, new technology, and materials. The report also noted that HALO assets have undergone significant adjustments, with a clear upward trend in the Producer Price Index (PPI). Despite U.S. Treasury yields at 4.6% showing limited upward momentum, the strengthening of key resource supply chains and rising energy prices provide a backdrop for strategic investments in core resources such as non-ferrous metals and chemicals, as well as broad energy sectors like coal, electricity, and petrochemicals. Additionally, the report suggests monitoring the upcoming June meeting led by Fed Governor Kevin Warsh, which may correct the market's aggressive rate hike expectations. Investors might also consider the potential easing of U.S.-China relations, with tariff reduction expectations boosting exports to the U.S. and increasing market activity. The report highlights thematic stocks with potential for short-term gains, particularly in areas where policy and news resonate, such as electric power coordination, commercial space ventures, and robotics.

Ukraine's military has announced an attack on Rosneft PJSC's Saratov oil refinery located in southwestern Russia, alongside an assault on an oil-pumping unit in another location. Bloomberg posted on X, detailing that local authorities have reported fires caused by drones overnight. These incidents mark a significant escalation in the ongoing conflict between Ukraine and Russia, highlighting the strategic targeting of energy infrastructure. The attacks come amid heightened tensions and ongoing military engagements in the region.

According to Jin10, a report by BOC Securities on May 31 indicated that the market has experienced sustained high volatility this week. Structurally, the previously strong technology sectors are facing pressure, prompting a rebalancing of funds between high and low certainty sectors. On the driving factors, oil prices remain high, and expectations of overseas liquidity tightening have recently intensified. This is compounded by the formal appointment of Kevin Warsh as the new Chair of the Federal Reserve, which has heightened market expectations of a hawkish U.S. monetary policy. Currently, there is a noticeable increase in expectations for a Fed rate hike within 2026. The combination of high oil prices and high interest rates has significantly constrained the potential for easing in the global liquidity environment. On the industrial front, the anticipated peak in summer electricity demand is catalyzing the power sector, while reduced coal supply is driving prices higher. During this period of increased market volatility and weak fundamental signals, funds are placing greater emphasis on dividend returns and the relative safety margin of lower-positioned assets.

HYPE reached a new all-time high of $68.64 on May 30, following approximately 50% gains over the month. According to NS3.AI, this surge occurred after the Commodity Futures Trading Commission (CFTC) approved KalshiEX's BTCPERP contract, marking the first Bitcoin perpetual futures product cleared for listing on a U.S.-regulated exchange. By May 29, Bitwise's BHYP and 21Shares' THYP had accumulated $136 million in net inflows over 13 trading sessions. ICE CEO Jeffrey Sprecher commented that Hyperliquid's trading activity is "bigger than Nasdaq."

Investors are gradually withdrawing from Bitcoin and gold markets as signs of easing tensions in the Middle East emerge, according to ChainCatcher. JPMorgan analysts, including Nikolaos Panigirtzoglou, have observed that the 'devaluation trade' driving demand for these assets is losing momentum. Over the past two weeks, both Bitcoin and gold-related ETFs have experienced significant outflows, and institutional positions in CME futures markets have weakened. This trend indicates that investors are moving away from macro hedging trades that were popular due to inflation concerns and global instability. The decline in demand is affecting both asset classes simultaneously, rather than Bitcoin funds shifting to gold. Since the Iran conflict, Bitcoin has been a primary representation of the 'devaluation trade.'

Circleは私が最も注目している銘柄であり、この会社を深く理解するには、業界の枠を超えた視点を持つプレイヤーが必要だと常々考えている。

これはまさにApple Siliconの垂直統合という道筋をたどるものであり、その標的はWindows陣営全体である。

設立から1年足らずで、フランスの半導体企業Sequansは保有していたビットコインをすべて売却し、半導体事業への回帰を発表した。

ウェスタンユニオンもステーブルコイン事業に参入：なぜ自社の送金事業の高利益率を自ら終わらせることになるのか？

今日、あるショート動画を見かけたのだが、その字幕が印象的だった。「米国財務長官によると、米国はイランの暗号資産10億ドルを差し押さえたが、中には自分のウォレットが奪われたことさえ気づいていない人もいる」とのことだ。

2026年、ヒューマノイドロボット業界は量産・納入段階に入り、34種類の主要ロボットが次々と登場した。

30以上のブロックチェーンにまたがるUSDCのロック変更プロジェクト――Circleはどのような対応を計画しているのか？

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。