Iranian President Pezeshkian said Iran’s dignity and pride today come from the guidance of revolutionary martyr leaders. According to Jin10, he stated that Iran would remain steadfast in continuing the path of the country’s “great leader.”

A whale known for shorting into price strength has taken broad short positions across AI supply chain-related assets, with main exposure concentrated in Micron Technology, SK Hynix, and a DRAM index short. According to BlockBeats On-chain Detection, Hyperinsight monitoring showed the memory sector surged after Micron’s earnings, pushing three leveraged shorts into significant unrealized losses. The Micron (MU) short used 4x leverage with a position size of $7.26 million at an average entry price of $871, showing an unrealized loss of $2.00 million. The SK Hynix (SKHX) short, also at 4x leverage, totaled $15.30 million with an average entry of $1,461 and an unrealized loss of $3.13 million. A DRAM index short at 4x leverage totaled $4.37 million with an average entry of $63.4 and an unrealized loss of $790,000. Combined unrealized losses across the three shorts were about $5.92 million. Intraday, MU, SKHX, and DRAM were up 11.5%, 10.6%, and 9.6%, respectively. On-chain data indicated large holders still maintained a bearish tilt across the three assets, with short-to-long notional ratios of 1.5x for MU, 1.4x for SKHX, and 1.75x for DRAM. Average entry costs for large-position holders were reported as follows: for MU, long whales averaged about $1,066 while short whales averaged about $894, with the current price at $1,220. For SKHX, long and short whale averages were nearly the same around $1,638, both below the current price of $1,876. For DRAM, long whales averaged about $68.5 and short whales about $72.1, with the current price around $78.3.

Micron Technology said it expected to receive about $22 billion in cash deposits and related financial commitments under strategic customer agreements it has signed so far. According to Jin10, the company said the expectation was based on strategic customer agreements signed to date.

Micron Technology said it would hold its fiscal 2026 third-quarter earnings conference call in 10 minutes. According to Jin10, the company is scheduled to host the call shortly.

Micron Technology said any potential impact from trade or geopolitical developments was not included in the company’s performance guidance. According to Jin10, the company stated that possible effects arising from trade-related or geopolitical developments were excluded from its outlook.

Micron Technology CEO said the company expects project operating expenses in fiscal 2027 to increase by about $1 billion. According to Jin10, the CEO described the figure as an expectation for fiscal 2027 project-related operating costs.

Micron Technology CEO said the company planned to increase capital returns. According to Jin10, the CEO did not provide further details on the timing or the specific measures involved.

Micron Technology said the production ramp-up speed for its 12-high HBM4 product is currently twice that of the 12-high HBM3E version. According to Jin10, the company also said it has cumulatively delivered more than $1 billion in HBM4 revenue.

グレイスケールのリサーチ責任者は、『CLARITY法案』の可決が見込まれる中、多くの収益を生み出す暗号資産が割安な水準で取引されており、これがファンダメンタルズを重視する投資家にとって極めて魅力的な投資機会を生み出していると述べた。

マーク・ザッカーバーグ氏は、規制当局や立法者がKalshiやPolymarketといったプラットフォームへの監視を強化しているにもかかわらず、予測市場こそがオンラインエンゲージメントの次の大きなフロンティアになると見込んでいると報じられている。

トークン化された株式、DTCC、Coinbase、SEC、Superstate――あなたの株式は一体誰が保有しているのか？ 金色財経――あなたが聞いたこともないある企業が、市場に出回っているすべての株式を掌握している。

Pump.funは、大規模な訴訟や規制当局の厳しい監視に直面していることから、最高法務責任者（CLO）に対し、年間最大500万ドルの報酬を提示している。同プラットフォームは、証券法違反や組織犯罪に関する申し立てと争っている一方で、昨年は5億ドル以上の利益を計上している。

トランプ氏がイラン和平協定に署名した後、米国経済はエネルギー問題、インフレ、AIバブルという三重の苦境に直面している。

MiCAの施行、米国による中国へのデジタル通貨規制：2026年、世界のデジタル資産規制における分水嶺と投資ロードマップ。

OpenAI、人工知能、チップ、LLM、NVIDIA、OpenAIが初のAIチップを発表　9ヶ月でテープアウトを完了　金色財経、OpenAIが独自開発したチップの名称は「Jalapeño」。

永久先物、NVIDIA、Backed Finance、Ondo、トークン化株式、トークン化株式エクスポージャーの全体系分析　Golden Finance、トークン化株式の主流モデルと実現手法を整理。

「金色財経」は、仮想通貨・ブロックチェーン業界の朝刊『金色早8点』の第3100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いち早くお届けします。

Strategyは、世界最大の上場企業によるビットコイン保有者であり、かつてはビットコインの現象的な好循環を生み出した存在だったが、現在は「死の螺旋」に陥る兆しを見せている。