Tether co-founder Reeve Collins said the stablecoin industry is entering a “2.0 era,” arguing that current stablecoin infrastructure still has structural problems and that next-generation models need to address users’ inability to access returns from reserve assets. According to Odaily, Collins described the core logic of the “stablecoin 1.0” model as users providing $1 and issuers minting one token, while users mainly receive payment and transfer convenience without sharing reserve yields. Collins said financial services are expected to increasingly become infrastructure, adding that users may not care which bank sends funds. He said AI agents could choose among different financial ecosystems based on users’ interests, and that the next stage of stablecoin competition will center on financial infrastructure and yield distribution models. On regulation, Collins said he continues to hold Bitcoin for the long term. He also said U.S. dollar stablecoins are essentially an extension of the U.S. financial system and face regulatory reach risks, and that they differ from central bank digital currency (CBDC) models, which he said could bring stronger programmability and financial monitoring capabilities.

Goldman Sachs said it has found the first clear evidence that college students are steering away from majors exposed to AI, with enrollment in computer science and programming each down more than 10% in the 2025-2026 academic year. According to BeInCrypto, Goldman economist Pierfrancesco Mei mapped more than 180 majors to jobs using 2022-2024 Census survey data and scored occupations for automation risk, finding computer science, statistics and quantitative business among the highest-risk fields. Campus data showed bachelor-level computer science enrollment fell about 14% at Arizona State University between fall 2024 and fall 2025, while Washington University in St. Louis saw the share of computer science majors drop 16% over two years.

Iraq asked operators of five major oil fields to boost production to prewar levels, targeting output of more than 3 million barrels a day. According to Bloomberg, the move follows a US-Iran deal aimed at fully reopening the Strait of Hormuz.

Gold is expected to remain volatile next week as investors await the release of the US core personal consumption expenditures price index — the Federal Reserve's preferred inflation gauge — for clues about the central bank's rate path following this week's hawkish dot plot, according to market analysts cited by Jinshi on June 20. Why core PCE is the key event "With the Fed now appearing more adaptable to changing circumstances and increasingly sensitive to upcoming inflation data, every important economic data release will have an impact, but the core PCE will be a key event for both the gold and interest rate markets, and next week will be highly data-dependent," said Stephen Innes, Managing Partner at SPI Asset Management. The core PCE reading takes on outsized importance given the context established by Wednesday's FOMC meeting. With 9 of 18 Fed officials now projecting rate hikes in 2026 and the committee's policy statement completely rewritten with reduced forward guidance, markets have fewer pre-committed signals to rely on — meaning each incoming data point, starting with core PCE, will carry disproportionate weight in shaping rate expectations until the Fed's communication framework stabilizes under Warsh. The downside risk: a test of $4,000 Innes warned that stronger-than-expected inflation readings could boost the dollar, push up Treasury yields, and increase the risk of gold testing the $4,000 per ounce level. Gold closed the week near $4,100 — already just over $100 above that psychologically and technically significant threshold, following Goldman Sachs' decision to cut its year-end gold target by $500 to $4,900 on the assumption that the Fed's first rate cut is now pushed to March 2027. A core PCE print above expectations would reinforce exactly the dynamic Goldman flagged: with the Fed's easy-money thesis already being repriced following the hawkish dot plot, additional confirmation of persistent inflation would extend the pressure on gold's no-yield holding cost relative to bonds and cash, pushing the metal further into territory not seen since November. What investors should expect Innes advised gold investors to prepare for increased volatility and remain wary of potential further selloffs heading into the data release. The framing is consistent with the broader "tactically cautious, structurally constructive" view that Goldman's commodity analysts articulated — near-term risk skews to the downside while the metal's longer-term thesis around central bank buying and currency debasement remains intact for those with a multi-year horizon. The read-through for Bitcoin Core PCE's significance extends beyond gold. Given Bitcoin's established pattern of moving in tandem with gold during this macro-dominated phase — both assets falling together when rate hike fears intensify, both rising together on the Iran deal's disinflationary signal — a hot core PCE print carries similar downside risk implications for Bitcoin as it does for gold. With Bitcoin closing the week at $63,671 after a volatile stretch that included the STRC selloff and the hawkish FOMC dot plot, a core PCE surprise to the upside would test the accumulation-driven resilience that has kept Bitcoin above its $59,375 cycle low, while a softer reading could provide the disinflationary confirmation that Mike McCluskey of tx identified as one of the three conditions needed for a genuine, sustained crypto market shift.

ウォッシュ氏がFRB議長に就任した後、直面する最大の課題は、金利を引き上げるべきか引き下げるべきかということではなく、より根本的な判断、すなわち「現在のAIブームは、一体どのようなブームなのか」という点にある。この判断がFRBの政策の方向性を決定づけるだけでなく、ウォッシュ氏の歴史的な評価をも左右することになるだろう。

「金色週刊」は、金色財経が提供するブロックチェーン業界の週間まとめコーナーであり、その内容は、その週の注目ニュース、相場や先物データ、マイニング情報、プロジェクトの動向、技術の進展など、業界の最新動向を網羅しています。

グーグルは、自社開発チップの販売拡大を図るためデータセンターに保証を提供し、850億ドルの資金調達計画を背景に演算能力の顧客獲得競争に参入している。一方、ブロードコムはアポロ・マネジメントおよびブラックストーンと提携し、350億ドルのAI演算能力プラットフォームを設立するとともに、信用保証を提供している。

AllianceDAO、Cursor、プロジェクト、Alliance 創業チームから起業家への手紙：Cursorが600億ドルで売却されたことを受けて　金色財経、偉大な企業は、その存在が明らかになる前に、長い苦難の時期を乗り越えてきたものである。

ドイツ銀行は、AIによる高帯域幅メモリ（HBM）への構造的な需要が、従来の生産能力を猛烈な勢いで圧迫しており、2027年までに供給不足を解消することは困難だと見ている。

スケールアップは短期的なコストを押し下げると同時に、イーサリアムの決済におけるネットワーク効果を拡大させている。

同氏は、米国政府が懸念を表明した後、同局が迅速に対応し、「非常に責任ある」姿勢を示したと述べた。同局を閉鎖するつもりはないが、法律で認められた緊急権限を行使して介入せざるを得ないかどうかは定かではないとした。

相場、BTC、株価が1ヶ月で32％急落：世界で最も多くのビットコインを保有する企業に何が起きたのか？ 金色財経、株価は1ヶ月で3割下落、致命的な欠陥ではない。

40万件の対話データから、AIがプログラミングの参入障壁を下げると同時に、分野ごとの判断の価値を高めていることが明らかになった。

新たな成長の道筋を見出すため、ますます多くの鉱業企業がAI分野への参入を加速させており、この変革の動きは資本市場から急速に支持を集め、多くの鉱業企業の株価が大幅に上昇し、過去最高値を更新するケースさえ見られる。