A $3.5 billion purchase of three leased Northern Virginia AI facilities set a benchmark near $27 million per MW as Bitcoin mining sites became scarce permitted power capacity. According to NS3.AI, CoinShares said energized sites cannot be recreated within any commercially relevant timeframe, regardless of available capital. The US interconnection queue holds roughly 2,600GW, and AI developers are facing years of waiting for new connections. Some listed miners with energized but unleased capacity are trading below $3 million per MW.

Crypto analyst Willy Woo said he believes there is a 90% chance the crypto market has bottomed and that current liquidity conditions point to an early bull market structure. According to ChainCatcher, Woo said the key factor is BTC liquidity structure, while noting that long-term investor liquidity is returning. Woo said he is intentionally avoiding historical cycle patterns, even though those patterns have been highly effective in identifying market bottoms. He said other analysts’ consensus probability, based on cycle analysis, is about 40%. Woo added that if the liquidity-based view is correct, the market bottom is likely already in place. He said the remaining question is how long the bull market could last, but argued that the duration is still uncertain because historical cycle patterns are gradually losing effectiveness. As long as investor inflows do not weaken significantly, he said, the bull market structure should continue.

PaymentsJournal published a deep-dive article on Latin America’s payment ecosystem, focusing on localization, cross-border settlement, stablecoins, and payment orchestration. According to ChainCatcher, the article also cited PhotonPay’s research paper, The Next Payment Infrastructure in LATAM. The article said Latin American countries are developing distinct payment systems, including Brazil’s Pix, Argentina’s Transferencias 3.0, and Mexico’s CoDi, while payment rails, currencies, providers, and regulatory frameworks remain highly fragmented. It added that stablecoins are becoming an important complement to cross-border payments by reducing some friction in liquidity and settlement, while local payment rails handle final delivery in domestic markets. PaymentsJournal said the next stage of the Latin American payments market may not be a single unified rail, but infrastructure that connects different local payment systems, currencies, and global liquidity. In that process, stablecoins and payment orchestration can play different roles: stablecoins can improve cross-border fund movement and settlement efficiency, while payment orchestration can connect and manage payment rails, providers, and fund flows across markets.

Binance Wallet announced on X that users can access the Prediction Market Economy section through the Binance App and Binance Wallet Web. In the Binance App, the path is Exchange, then Markets, then Prediction, then Economy, or Wallet, then Home, then Prediction, then View more, then Economy. On the web, users can navigate through Binance Web, then Trade, then Prediction, then Economy, or Binance Wallet Web, then Prediction, then Economy. The announcement did not include any additional product details beyond the access paths. The notice also stated that Prediction Markets are available only to users in eligible regions and may not be available to all users. No further information was provided about supported markets, timing changes, or other service updates.

Koncar-Elektroindustrija d.d., Croatia’s biggest net exporter, expects to invest more than €800 million ($923 million) in Europe, the US and the Middle East in the coming years, according to Bloomberg and the company’s top executive.

RWA（実物資産）の競争は、単なるトークン化の争いから、実用性と組み合わせ可能性の争いへと移行しつつある。Mantleを例に、トークン化された資産がいかにして効率的な資本へと変貌するかを見ていく。

Intel CEO Lip-Bu Tan said the industry must break TSMC's dominance in the global foundry market and spread orders across multiple suppliers to meet rising demand for AI chips. According to Sina Finance, he also said CPU demand has surged and will continue to create supply shortages. Tan made the remarks in a keynote speech at the Splunk.conf26 conference in Denver, Colorado, on the 14th. He said it is crucial to have chip design, manufacturing, and advanced packaging capabilities at the same time, and added that Intel is an iconic industry company in the United States and globally. Tan said foundry manufacturing is difficult and requires top-tier process technology, strict control of yield, defects, production cycles, and process variation, as well as intellectual property and electronic design automation tools to serve customers. He also said advanced packaging is a top priority because integrating CPUs, memory, input-output devices, and silicon chips into a single package is extremely difficult. He said the industry is moving toward system solutions and packaging technology, and that relying on one company for 95% of capacity is very risky. Tan also said Intel's 14A process had faced yield issues, but the company agreed in April to provide 14A process technology to the Terafab project led by Tesla and SpaceX. The first Terafab product is expected in mid-2028. In June, Intel hired former SK Hynix CEO Lee Seok-hee as a senior vice president to oversee advanced packaging, back-end technology development, and manufacturing in its foundry division. Tan also expressed confidence in Intel's EMIB advanced packaging technology and said CPU demand remains extremely strong, with Intel able to meet only 50% of customer demand.

OpenAIは、AnthropicやGoogle DeepMindと連携し、AIの安全性を向上させ、強力なシステムを一般公開前にテストするための業界団体を設立している。この計画に対し、中小のAI企業や議員から批判が寄せられている一方、研究者からの警告が高まり、政府による法的拘束力のある規制を求める声も強まっており、業界への圧力が増している。

コインベースのCEO、ブライアン・アームストロング氏は、ビットコインの直近の下落はすでに底を打ったと考えており、2030年までに最高40万ドルまで回復する可能性があると予測している。

利上げ、FRB、今夜は「ハト派的な利上げ」か？ 金色財経、FRBによる今夜の利上げはほぼ確実だが、重要なのは「利上げ後の発言」だ。

CLARITY法案、トランプ、SEC、CFTC、政策・規制、CLARITY法案の可決失敗　暗号資産市場が反応　政策の空白を誰が埋めるのか　金色財経、意外ではないが、十分に残念だ。

ウィンターミュートやギャラクシー・デジタルをはじめとする取引会社が、USDTのわずかな価格差を利用して利益を得るために同サービスを利用したことを受け、エレボール銀行は、ステーブルコインから米ドルへの無料交換サービスを制限した。

CoinExは、景気低迷に加え、取引活動の縮小や規制要件の強化が続く中、中央集権型仮想通貨取引所を運営することのリスクが極めて大きな負担となっていることを理由に、9年間の営業を終えることを発表した。

GPT-6 Astraがもたらすプレッシャーにより、国内のエンボディド・インダストリーは現実的な課題に直面しており、データと計算リソースへの投資を拡大せざるを得ない状況にある。

マイクロソフトは、厳格な行動基準を定める「ヒューマニストAI行動規範」の草案を公表した。

「クリア法」はひとまず頓挫したが、今後はSECとCFTCの規則案に注目すべきだ。これらは間違いなく、短期的には「クリア法」がもたらした不備を補うことになるだろう。