Bitcoin’s BIP 110 proposal is nearing a hard deadline in early August, but miner signaling support is at zero in the current period and has never topped about 1%. According to CoinDesk, the “Reduced Data Temporary Soft Fork” would temporarily restrict arbitrary data on Bitcoin for one year, including capping OP_RETURN and blocking most data chunks above 256 bytes. Strategy founder Michael Saylor and Blockstream co-founder Adam Back opposed the plan, warning it could turn a spam dispute into a risky consensus fight. The voluntary lock-in deadline is block 961,542, expected in early August.

SK Hynix CEO Kwak Noh-jung said on the evening of July 10 (U.S. Eastern time) that 2027 is expected to be the tightest-supply year in the memory industrys history, citing rising demand and capacity constraints. He said customers are seeking long-term supply agreements with SK Hynix, and that even after 2030 customer demand could still exceed the companys supply capacity despite efforts to expand production, according to 36Kr. Separately, a China-based industrial investment source familiar with South Korean memory makers said executives at major overseas memory companies are also watching capacity expansion progress at Chinese memory makers, and that ChangXin Memory Technologies (CXMT) and Yangtze Memory Technologies Co. (YMTC) could become a key long-term variable for the memory market.

SK Hynix raised about $26.5 billion on July 10 through an American depositary receipt (ADR) offering in the United States, according to 36Kr. After the public offering process is fully completed, the proceeds are scheduled to be paid to SK Hynix on July 14. The company plans to use the funds to build the phase-one wafer fab at the Yongin semiconductor cluster, develop the Cheongju P&T7 advanced packaging plant, and purchase production equipment including extreme ultraviolet (EUV) lithography tools. The fundraising is expected to lead to large-scale conversion of U.S. dollars into South Korean won, which market participants said could increase dollar supply in South Korea's foreign-exchange market and potentially ease the won's prolonged weakness.

An Iranian Foreign Ministry spokesperson said a Qatari delegation attended some parts of the discussions. According to Jin10, the spokesperson did not provide further details on which discussions the delegation attended.

Iran said it held talks with Oman on Saturday that focused on arrangements for managing traffic and shipping in the Strait of Hormuz. According to Jin10, an Iranian Foreign Ministry spokesperson said the discussions mainly covered traffic and shipping management arrangements for the Strait of Hormuz.

According to Lianhe Zaobao citing AFP, Bhutan has begun offering cash incentives to families to encourage larger households as the country faces a sharp decline in births and continued emigration by young people. The government’s “third child and beyond” program, introduced in June, provides a monthly subsidy of USD 105 for each third and subsequent child until the child turns three. Bhutan’s annual birthrate has fallen by more than a quarter over the past decade, and a report said the share of third-and-higher-order births has dropped 27% since 2020. Prime Minister Tshering Tobgay has warned of a “survival crisis,” saying Bhutan’s fertility rate has fallen close to or below replacement level. The United Nations estimates Bhutan’s fertility rate is about 1.8 births per woman, while the share of people aged 65 and above is projected to rise from about 6% to 17% by 2050.

Japan plans to increase the share of unlisted equities, real estate, and other alternative investments in the portfolio of the Government Pension Investment Fund (GPIF), the world’s largest pension fund. According to Jin10, Nikkei reported that Japan aims to lift the weight of these assets within GPIF’s holdings. Japan’s Finance Minister Katsunobu Kato, who has been seeking to support the weak yen, said on Friday that the government intends to guide the $1.8 trillion GPIF and other national pension funds to “significantly” increase investment in domestic assets. The remarks triggered a jump in the yen and Japanese government bond prices. Alternative investments, defined as assets other than traditional listed stocks and bonds, accounted for 1.7% of GPIF assets in March, well below the permitted ceiling of 5%. A government panel is expected to soon compile a report setting out plans to raise the allocation to close to 5%, with the stated aim of broadening the scope of pension asset management and reducing overall investment risk.

The Ethereum Foundation has dissolved its Protocol Support team, and eight executives have left the organization so far this year. According to PANews, some of the team’s functions are being redistributed to new institutions. PANews also reported that testing of AI agents identified vulnerabilities. The report said the Ethereum ecosystem is facing a potential split and structural changes following these developments.

Phantom Wallet said its mobile app has returned to normal operations after some users reported issues with transfers and swaps. According to Foresight News, the wallet posted on X that users who still encounter problems can close and restart the app. Earlier, Phantom Wallet said at about 9:30 AM (UTC+8) that some users were experiencing degraded performance when using transfer and swap functions. The team said it was investigating and would provide updates.

Multicoin Capitalのマネージング・パートナーであるTushar Jain氏は先日、ポッドキャスト番組『When Shift Happens』に出演し、現在の暗号資産市場に関する見解を語った。

世界の金融市場は一見穏やかに見えるが、水面下では激しい動きが渦巻いている。FRBの新議長ウォッシュ氏がフォワードガイダンスを縮小したことで政策の不確実性が高まり、円相場は162の大台を割り込み、再びアービトラージ取引の強制決済危機に直面している。

7ヶ月前、「十字路口」のポッドキャスト『千人規模の「AI漫画ドラマ」工場の内幕：無秩序な成長とコンテンツへの理想 | 醤油との対談』で、醤油は自身のAI漫画ドラマ工場について語る際、まだ意気揚々としていた。

Robinhood、DeFi、プロジェクト、Robinhood Chainが話題に：なぜこれらのDeFiプロジェクトだけが真の恩恵を受けているのか？ 金色財経、恩恵を受ける4大銘柄はそれぞれ異なるメリットを享受している。

「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』第3117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。

ゴールドマン・サックスの最新の試算によると、AIによるメモリ価格の急騰、ソフトウェア価格の値上げ、電力料金の高騰という三重の打撃により、米国のコアPCEは0.2ポイント以上押し上げられており、年末までにその寄与度は0.5ポイントに上昇すると見込まれている。

米国のETF業界は史上類を見ない拡大を続けており、2026年には資産規模が16兆ドルに迫り、年内の純流入額は1兆ドルを突破する見通しだ。

ビットコイン採掘企業のコンゴは、AI向け巨大データセンターを拒否し、分散型推論のロングテール市場へと軸足を移した。

人工知能、米国、投資、米中共通の懸念：シリコン・カーボンは対立から共存へと転換できるか？ 金色財経、テクノロジー大手によるAI資金調達の熱狂は、債券市場から冷ややかな目で見られている。

インセンティブやアービトラージ資金によって支えられた表面上の繁栄が去った今、MEGAの現在の時価総額と、その真のオンチェーン・ファンダメンタルズとの間には、確固たる価値の支点がまだ欠けている。