ビットコインは、銀行が脆弱な借用証書で構成される隠れた階層を明らかにした。これは暗号業界自身が、基盤となる資産の多重に組み込まれたリスク請求権に対して取る姿勢と全く同じである。

Acter Technology Company Limited, a subsidiary of Shenghui Integration, has recently received a significant project order from Peng Shen Technology (Thailand) Co., Ltd. According to Jin10, the project, named 'Thailand Peng Shen PA03 Power and Interior One-time Equipment Electrical Engineering,' is valued at THB 1,090,000,000, approximately RMB 242 million. This development marks a substantial business engagement for Acter Technology in Thailand, reflecting the company's expanding footprint in the region.

Portuguese utility company EDP anticipates increased demand for renewable energy due to rising oil and gas prices linked to the ongoing conflict in the Middle East. Bloomberg posted on X, highlighting EDP's outlook as the geopolitical tensions continue to impact global energy markets. The company believes that the current situation will accelerate the transition to cleaner energy sources, as countries seek alternatives to fossil fuels. EDP's assessment comes amid broader concerns about energy security and price volatility, which are prompting governments and businesses to explore sustainable solutions. The utility firm is positioning itself to meet the growing demand for renewables, aiming to capitalize on the shift towards greener energy. As the conflict persists, the focus on renewable energy is expected to intensify, driving investment and innovation in the sector.

Iranian intelligence agents have reportedly approached the CIA to discuss potential conditions for ending ongoing conflicts. According to Jin10, officials familiar with the situation have disclosed these developments, indicating a possible shift in diplomatic relations between Iran and the United States. This move could signal a new phase in the geopolitical landscape, as both nations navigate complex international dynamics. The discussions are still in the preliminary stages, and it remains to be seen how they will impact future negotiations.

Key takeawaysIndiana has approved legislation allowing crypto investments in certain public retirement plans.House Bill 1042 requires eligible retirement programs to offer self-directed brokerage accounts with at least one crypto option by July 2027.The law also protects crypto payments, self-custody wallets, and mining rights.Analysts say retirement plan access could unlock billions in new crypto inflows.Indiana Becomes Latest State to Integrate Crypto Into Retirement PlansIndiana has officially passed legislation allowing digital assets to be included in public retirement savings plans.Governor Mike Braun signed House Bill 1042 into law on Tuesday after it cleared the state legislature last week.The new law requires certain state-administered retirement programs to offer self-directed brokerage accounts that include at least one cryptocurrency investment option by July 2027.The requirement applies to several public programs, including:Legislators’ defined contribution planHoosier START college savings planPublic Employees’ Retirement Fund plansTeachers’ Retirement Fund plansThe move reflects growing institutional adoption of digital assets, particularly Bitcoin.According to industry estimates from Bitbo, more than 3.7 million BTC — worth roughly $258 billion — is now held by companies, governments, and exchange-traded funds.New Law Protects Crypto Payments, Self-Custody and MiningIn addition to expanding investment access, the legislation strengthens legal protections for crypto users in Indiana.Under the law:Public agencies cannot ban crypto payments for legal goods or services.Residents are protected when using self-custody wallets.Governments cannot impose special restrictions on crypto mining operations compared to similar businesses.Only the Indiana Department of Financial Institutions retains authority to regulate certain aspects of the sector.The law also clarifies that software tools enabling non-custodial crypto transfers do not require a money transmitter license, removing regulatory uncertainty for developers.Local governments are also restricted from singling out crypto mining companies or home miners with zoning rules that do not apply to other industries.Retirement Plans Could Drive Major Crypto InflowsAllowing retirement accounts to invest in crypto could significantly increase institutional demand.At the federal level, Donald Trump previously issued an executive order aimed at expanding access to alternative assets — including cryptocurrencies — within 401(k) retirement plans.Some analysts believe even a small allocation could have a major impact.Tom Dunleavy, venture head at Varys Capital, estimated that a 1% allocation to crypto across U.S. retirement accounts could generate about $120 billion in new capital inflows.Growing Institutional Adoption of CryptoIndiana’s legislation reflects a broader shift toward integrating digital assets into traditional financial systems.With companies, ETFs, and governments already holding millions of Bitcoin, policymakers increasingly view crypto as a legitimate asset class for long-term investment portfolios.As more jurisdictions explore similar laws, retirement plan access may become one of the most important channels driving long-term institutional demand for crypto.

Thai Prime Minister Anutin Charnvirakul is advancing towards establishing a new government following the certification of the February 8 election results by the country's election commission. Bloomberg posted on X, highlighting the significance of this development in Thailand's political landscape. The certification marks a crucial step in the political process, allowing Charnvirakul to move forward with coalition negotiations and government formation. This follows a period of political uncertainty in Thailand, where the election results were awaited to determine the future leadership and governance structure. The certification of the election results is expected to pave the way for stability and progress in the nation's political affairs.

Swiss National Bank (SNB) policymaker Antoine Martin has indicated that the central bank is more inclined to intervene in currency markets due to the prevailing geopolitical climate. Bloomberg posted on X, highlighting Martin's remarks on the SNB's strategic approach to managing currency fluctuations. The central bank's readiness to act reflects concerns over global political developments that could impact economic stability. Martin's comments underscore the SNB's proactive stance in safeguarding Switzerland's financial interests amid uncertain international dynamics.

msx.comのデータによると、米国株式市場前取引で暗号関連株が大幅上昇。BMNRは7.2%上昇、SBETは4.82%上昇、MSTRは7.65%上昇、CRCLは6.08%上昇、COINは6.57%上昇した。msx.comは分散型RWA取引プラットフォームであり、これまでに数百種類のRWAトークンを上場。AAPL、AMZN、GOOGL、META、MSFT、NFLX、NVDAなどの米国株およびETFトークンを対象としている。

Key takeawaysSouth Korea’s Kospi and Kosdaq indexes plunged more than 10%, triggering market circuit breakers.The crash followed escalating tensions in the Middle East and rising oil prices.Asian markets broadly declined, with Japan’s Nikkei and Topix down nearly 4%.Global equities reportedly lost over $3.2 trillion in value in four days, according to analysts.South Korea Activates Circuit Breakers After 10% Market CrashSouth Korea’s stock market was forced to halt trading after benchmark indexes plunged sharply during morning trading on Wednesday.Both the KOSPI and KOSDAQ dropped more than 10%, triggering automatic circuit breakers designed to stabilize extreme volatility.The sharp decline marks the worst trading session for Korean equities since August 2024, according to regional market reports.Circuit breakers temporarily pause trading to prevent panic selling during sudden market crashes.Asian Markets Slide as Global Risk-Off Sentiment SpreadsThe sell-off extended across major Asian markets as investors rapidly reduced exposure to risk assets.Major index performance on Wednesday:Nikkei 225: down nearly 4%TOPIX: down about 4%Hang Seng Index: down roughly 3%Shanghai Composite Index: down about 1.3%According to market strategists, investors began locking in profits and rotating into safer assets as geopolitical tensions intensified.South Korea was particularly vulnerable due to its heavy reliance on imported energy.The country imports roughly 94% of its oil, with about 75% coming from the Middle East, making its economy sensitive to energy supply disruptions.Oil Prices Surge After Strait of Hormuz DisruptionThe market panic followed escalating conflict involving the United States, Israel, and Iran.Concerns increased after Iran reportedly closed the Strait of Hormuz, one of the world’s most critical oil transit corridors.Since the airstrikes began on February 28:Brent Crude Oil surged 14% to around $82 per barrelWest Texas Intermediate jumped 12% to roughly $75 per barrelRising oil prices are increasing fears of inflation shocks and supply disruptions across Asia, where many economies depend heavily on imported energy.Trump Signals War Could Continue IndefinitelyThe conflict escalated further after remarks from Donald Trump suggesting the military campaign against Iran could continue for an extended period.Trump stated the United States has a “virtually unlimited supply” of weapons and warned that wars can be “fought forever.”The U.S. Navy may also begin escorting oil tankers through the Strait of Hormuz, according to statements from the administration.$3.2 Trillion Wiped From Global StocksAccording to crypto researcher SungHoon Lee, global markets have already lost around $3.2 trillion in value over the past four days.He described the event as a potential “black swan” geopolitical shock, comparing it to the 1973 oil crisis, which triggered a prolonged global market downturn.Despite the turmoil in traditional markets, the crypto market has shown relative stability.Total crypto market capitalization fell only about 0.5% to roughly $2.39 trillion, according to data from CoinGecko.Markets Face Uncertainty as Geopolitical Risks RiseThe sudden market crash highlights how sensitive global financial markets remain to geopolitical developments.With oil supply disruptions, escalating military tensions, and rising energy costs, investors are increasingly shifting toward safe-haven assets and cash positions while monitoring how the crisis unfolds in the coming days.

Key takeawaysBitcoin is trading above $71,000, showing resilience despite a stronger U.S. dollar.The U.S. Dollar Index has climbed to around 99.4, approaching a three-month high.Bitcoin’s correlation with the Nasdaq-100 has dropped sharply, signaling possible market decoupling.$1.5 billion in Bitcoin ETF inflows in the past week highlights continued institutional demand.Bitcoin Trades Above $71K Despite Rising DollarBitcoin is holding above $71,000, maintaining strong momentum even as the U.S. dollar strengthens across global currency markets.The U.S. Dollar Index (DXY) recently climbed to 99.4, up from 96.6 just three weeks ago, as investors moved into cash and government bonds amid geopolitical uncertainty.Historically, a stronger dollar tends to pressure risk assets such as cryptocurrencies. However, Bitcoin has continued to defend the $68,000–$70,000 support range, indicating strong buyer interest.At the same time:The Nasdaq-100 declined about 1%Gold fell 3.6%Bitcoin’s ability to rise while traditional assets weaken suggests growing resilience during macro uncertainty.Bitcoin Decoupling From Tech StocksMarket data shows that Bitcoin’s correlation with the Nasdaq-100 has dropped significantly in recent sessions.Previous correlation: ~92%Current 30-day correlation: ~69%The decline suggests Bitcoin may be decoupling from technology equities, which had heavily influenced crypto price movements throughout much of 2025.This shift could support Bitcoin’s evolving role as:Digital goldA macro hedge assetAn alternative monetary systemRather than behaving purely like a speculative tech-style asset.Institutional Demand Remains StrongInstitutional capital continues flowing into Bitcoin.Spot Bitcoin exchange-traded funds recorded roughly $1.5 billion in net inflows over the past seven days, highlighting sustained demand from large investors.These inflows indicate that institutional buyers are accumulating Bitcoin despite macro headwinds, helping stabilize prices above the $70,000 level.Miner Selling Concerns Weigh on SentimentInvestor sentiment briefly weakened after a regulatory filing from MARA Holdings raised concerns that the miner could sell part of its Bitcoin reserves.The speculation fueled fears that other mining companies might follow similar strategies, especially as some miners have shifted focus toward AI data center infrastructure.However, MARA clarified that it may buy or sell Bitcoin periodically, which does not imply a large-scale liquidation of its holdings.Is a Strong Dollar Still Bearish for Bitcoin?While dollar strength often creates pressure for crypto markets, the current DXY level remains well below the 105–110 range seen between late 2024 and early 2025.This suggests the dollar’s recent rally may represent temporary consolidation rather than a long-term macro trend.Meanwhile, Bitcoin’s ability to hold above $71,000 despite geopolitical tensions and rising dollar strength suggests the asset is becoming more resilient to traditional macro forces.Key Level to Watch: $75KDespite the recent rally, analysts say Bitcoin must break above $75,000 to confirm a new bullish phase.Until that level is reclaimed:Macro indicators such as the U.S. Dollar Index may continue influencing sentimentETF flows and institutional demand will remain key driversTraders will monitor the $70K support zone closelyFor now, Bitcoin’s move above $71,000 while the dollar strengthens signals a potential shift in market dynamics, reinforcing its position as an emerging macro asset rather than purely a risk-on trade.

The European Union has informed its member states that there are currently no plans to implement measures at either the national or EU level to address gas-related issues. According to Jin10, this decision comes amid ongoing discussions about energy security and supply challenges within the region. The EU's stance reflects a cautious approach as it continues to monitor the situation and assess potential impacts on member countries. This announcement highlights the complexities involved in coordinating energy policies across diverse national interests within the EU.

GitHubが繰り返しダウンし業務に支障をきたしたことを受け、OpenAIは独自のコードホスティングプラットフォームを開発中だ。新プラットフォームは有料サービスとして提供される可能性があり、これによりOpenAIはマイクロソフトと直接競合することになる。

イーロン・マスクのXは、AI生成コンテンツに対する規制を強化しており、今回はクリエイターの財布が危機に瀕している。このプラットフォームでは、AI生成の動画を、その映像が人工知能を使用して作成されたことを明確に開示せずに投稿した場合、90日間、収益分配プログラムからユーザーを停止する。

最高経営責任者（CEO）のパオロ・アルドイノはテザーの公的な顔である。テザーの新時価総額は彼の純資産を665億ドルまで押し上げる可能性があり、最高財務責任者（CFO）の資産はその数字の2倍以上に達するかもしれない。

アメリカン・ビットコイン社は新規採掘機11,298台を購入し、処理能力を約12％増の28.1 EH/sに拡大した。設備は今月アルバータ州に設置される。一方、競合他社であるMARAホールディングスとコア・サイエンティフィックはビットコインを売却し、事業運営をAIデータセンターへ転換している。

人工知能、OpenClaw以降AI起業の論理が変わった金色财经、ロブスターで埋め尽くされた宴。

本稿ではステーブルコイン決済のインフラ構造を分解し、Coinbase、Binance、OKX、Robinhood、Bitgetの5大取引所の真の位置付けを逐一分析。5つの戦略的誤りを特定し、3つの最終局面シナリオを推論する。

地政学的紛争による経済的影響は中東から世界に広がり、韓国株式市場が真っ先に崩壊した……

中東の地政学的緊張が高まる中、ビットコインは7万ドルの大台を突破した。驚くべきことに、パニックの兆候は見られない。

人工知能、計算能力、チップ、DeepSeek、NVIDIA、中国AI計算能力反撃戦金色财经、中国AIは、いったいどのような計算能力の自立を必要としているのか？