According to Jin10, Goldman Sachs raised its TTF natural gas price forecast for the fourth quarter of 2026 to 70 euros per megawatt-hour.

According to Jin10, the Wind fiber optic index fell 3.26% at the close on September 10, as fiber preform capacity expansion accelerated and several listed companies responded. A listed company insider said fiber preforms are the main raw material for optical fibers and optical cables, that the entire industrial chain has mainly seen price increases this year, and that fiber preform prices have risen sharply since the start of the year and have continued to rise recently, but medium-term prices remain uncertain as new capacity comes online over the next two years. Fenghuo Communication said fiber preforms are the core raw material for optical fiber and cable manufacturing, that it is optimistic about long-term demand in data center optical interconnection scenarios, and that it is actively deploying high-end capacity in multimode fiber, specialty fiber, and hollow-core fiber. It added that before the proceeds from a targeted share placement arrive, it will use self-raised funds in line with project progress to advance the project. Changfei Fiber said expansion in the fiber preform segment faces barriers in capital investment, technology accumulation, equipment access, process approvals, and talent reserves, and that demand growth from traditional telecom operators is modest while incremental demand mainly comes from cloud service providers' computing power construction. It said specific details are subject to the company's periodic reports.

According to Jin10, Vitol CEO Russell Hardy and several traders attending a conference in Singapore said refined-product exports through the Strait of Hormuz are recovering slowly, but not fast enough to stop fuel prices from surging. The region is currently shipping at least 1 million barrels of refined products a day through the disputed waterway, according to traders at the Singapore meeting, while Vortexa data showed a similar level versus about 4 million barrels a day before the war, excluding liquefied petroleum gas. Traders said the slower recovery in fuel shipments partly reflects difficulty finding tankers to load cargoes. According to two people familiar with the company's operations, Saudi Aramco exports about 500,000 barrels of refined products a day, but most of that comes from its Red Sea coastal refinery. They said the company has so far shipped little fuel from Ras Tanura, its main export point in the Persian Gulf, because it remains difficult to charter tankers willing to serve the route. Saudi Arabia's exports are also under pressure because of Houthi threats in the Red Sea.

According to CNBC, Capital Economics said the S&P 500's rally may have more room to run this year, but its medium-term outlook looks weak as market froth builds. Senior market economist James Reilly said most indicators suggest the AI equity boom is nearing an end, and the firm said its year-end 2026 S&P 500 forecast has remained above consensus. Reilly said he tracks eight bubble indicators, including valuations, earnings, index concentration, equity issuance and foreign interest in U.S. stocks, and noted that some are already at or near levels seen before previous market peaks. He said earnings are the biggest warning sign, with S&P 500 earnings growth expectations near dot-com bubble highs and long-term EPS growth forecasts at a record. Reilly also said index concentration is near dot-com-era extremes, net equity issuance has turned positive and foreign ownership of U.S. stocks is at a record high. He wrote that the S&P 500 could rise from around 7,650 now to 8,250 by end-2026, before falling back to 6,500 by end-2027, implying 8% upside this year and a 21% decline in 2027.

Oil-product exports through the Strait of Hormuz are recovering slowly, but not fast enough to stop fuel prices from surging, according to Bloomberg. The increase is squeezing consumers around the world.

Ripple Chief Technology Officer Emeritus David Schwartz said XRP could one day overtake Bitcoin in market capitalization if the XRP Ledger gains traction and XRP grows faster than Bitcoin. According to NS3.AI, XRP spot ETFs recorded inflows for two consecutive days on Sept. 8 and 9, totaling $13.84 million. Bitcoin spot ETFs recorded $166.89 million in outflows over the same period.

Polymarket’s submarket for the Counter-Strike match between 1WIN and B8 in the PGL Masters Bucharest Europe Qualifier playoffs saw the odds for 1WIN in the Map 1 Winner market surge from 48% an hour ago to 68% at present, a 20% swing. According to ChainCatcher, the move reflects a sharp fluctuation in the prediction market tied to recent breaking news.

機械による支払いシステムから自律的な調達ネットワークへと、「誰が買い手に装備を供給するのか」をめぐるインフラの移行が進んでいる。

「金色財経」は『金色Web3.0日報』を創刊し、AI、DeFi、DAO、NFT、メタバース業界に関する最新かつ最速のニュースをお届けします。

日本において、30年ぶりに国債利回りが3％を突破したことが、世界中で警戒感を呼んでいる。

Anthropicの上場を目前に控え、注目すべきAIトークン。

約3億2000万ドルに上る異常な出金により、Liquid Networkは物議を醸している。

LAPTOPは、TRUMPで損失を被った一部のアドレスに2%のトークンを配布し、まるで前回の失敗を埋め合わせるかのように見えた。しかし、極めて乏しい初期の流動性と不均衡なトークン配分により、被害を受けた人々はまたしてもお馴染みの「セレブコイン」の罠へと引き戻されてしまった。

コインとトークンのペアリングは、もはや単一のパブリックチェーンにおける孤立した現象ではなく、Robinhood Chain、Solana、BNB Chainという3つの主要パブリックチェーンがほぼ同時に追随した、業界全体を巻き込む動きとなっている。

ベセント氏は今週、円売り勢力を抑え込むべく大々的に発言すると同時に、米国債の買い戻し上限を60億ドルに引き上げた。その結果、円は上昇したが、米国債は下落した。

真の試金石は、ZECが再び新高値を更新できるかどうかではなく、売り手が強制決済を迫られなくなり、利益確定売りが始まっても、市場が今日の価格でそれを支えてくれるかどうかである。

犯行グループは、ビットコインの脆弱性を悪用したり、ウォレットをハッキングしたり、暗号化技術を破ったりしたわけではないとされる。彼らは信頼できる企業を装い、被害者を巧みに操って、2億4500万ドル以上の暗号資産を盗み出すために必要な認証情報を入手した。