According to Wallstreetcn, TD Securities strategists said on Friday that they expect the Federal Reserve to begin the first of three rate hikes in this cycle in September, after previously forecasting that the central bank would stay on hold for the rest of 2026. Including Oscar Munoz and Gennadiy Goldberg, the strategists wrote in a Friday note that they expect three hikes in total, with the next two in October and January next year, and said the Fed may not provide forward guidance while the dot plot should be more hawkish. The shift in expectations came after U.S. August CPI released on Friday came in above expectations, prompting traders to raise bets on near-term Fed rate hikes.

Kroger trimmed its annual sales guidance amid fierce competition for grocery spending, while Oracle shares rose after the software company reported better-than-expected cloud revenue on strong AI demand, according to Bloomberg. Restoration Hardware shares also moved after the home furnishings retailer posted quarterly earnings that beat estimates in a weaker housing market and consumer spending environment.

Bridgewater managing chief investment officer Greg Jensen warned that AI may not face meaningful regulation until it kills someone, and said the issue should be addressed well before that point. According to BeInCrypto, Jensen made the remarks on Bloomberg’s Odd Lots podcast and compared the current AI mood to February 2020 before COVID-19 reached the U.S. He cited recent safety incidents involving OpenAI and Anthropic, and said he sees a major AI-driven financial incident or a physical disaster within the next two years without regulation.

Metaplanet cancelled 131 million shares tied to its executive reward pool on Friday, cutting the disputed insider stake by 41.1% after weeks of shareholder pressure. The Tokyo-listed Bitcoin treasury company also scrapped a planned executive incentive vehicle and pushed surviving warrants years further out before they can be exercised, according to BeInCrypto, with unvested awards now unlocking in equal thirds across 2029, 2030 and 2031. The board reduced each warrant’s conversion ratio to 410 shares from 696 and said the move lifts Bitcoin per fully diluted share by about 8.8%.

Bonk Guy said on X that, if he had to make a prediction, PONS could become the first utility token in this cycle to surpass a $1 billion market capitalization. According to Odaily, he also said USELESS could become the first meme coin in this cycle to top a $1 billion market capitalization.

Shiba Inu gained 12% over the past month as whale activity increased. According to NS3.AI, an unidentified wallet withdrew 125.33 billion SHIB from a BitGo-affiliated address, while CryptoQuant recorded a negative netflow of 77.59 billion SHIB from exchanges in one day.

Grayscale research head Zach Pandl said Zcash, a privacy-focused Bitcoin-like digital currency, is currently highly profitable to mine. According to ChainCatcher, he noted that Bitcoin miners receive about $35 million in daily rewards, far above Zcash's roughly $2 million, but Zcash mining rigs generate about twice the daily revenue of Bitcoin miners per machine and about four times the revenue per megawatt-hour. Pandl said Zcash mining activity across the network has increased more than 2.5 times this year, driven by the token's strong price performance. He described a cycle in which rising prices boost mining activity, which strengthens network security and in turn supports the price. He added that Zcash mining remains attractive at current valuations and continues to reinforce network security.

According to Nikkei Asia, Japanese automotive parts supplier Astemo plans to invest a total of $379 million in two U.S. plants to expand production capacity for electric motors, mainly for hybrid vehicles. The company is moving to lift output as North American demand rises.

この記事では、Agentic Payment（AIエージェント決済）の根底にある仕組みについて深く掘り下げています。

「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。

人工知能、50％が赤字　計算リソースセンターが大量に遊休化　金色財経、半年間で9億元近くの計算リソースサービスを販売、純利益は7倍に増加。

「オナラ」というミームを投稿したいときは、天然ガスチームと協力すればいい。

Hyperliquid、Hyperliquid 新たなストーリーが登場 HIP-4が正式にオープン ゴールデン・ファイナンス、TradeXYZが予測市場を立ち上げ。

SpaceX、規制、対談　フェジャウ氏：デジタル資産の次なる強気相場がついに到来　金色財経、規制が大幅に緩和される中、機関投資家は一体何に注目しているのか？

OpenAIとAnthropicという2つのトップクラスの研究所で勤務していた研究者が辞職を表明した。彼の別れのメッセージには感謝の言葉はなく、ただ一言の警告だけが記されていた。

ウォール街の伝統的な大手企業が主導し、暗号資産取引所が深く関与する「株式のトークン化競争」は、まだ始まったばかりなのかもしれない

CLARITY法案がなくても、ステーブルコイン、トークン発行、証券のトークン化、パーペチュアル先物などの分野における米国の規制の枠組みは、ますます明確になりつつある。

本記事では、「マネーロンダリング防止（AML）審査」を装った新たな詐欺の手口を明らかにしている。