SECは、市場が待ち望んでいた「イノベーション免除令」を発表し、トークン化された株式の二次市場取引への道を開いた。一部の条項については今後微調整が必要となるが、これは真剣な政策策定であり、実用的なオンチェーン資本市場に向けた重要な一歩である。

Samsung Electronics hired former Ministry of Economy and Finance foreign exchange policy chief Lee Hee-keun last month as an executive on its IR team. According to ChainCatcher, Lee previously held posts including foreign exchange policy chief and capital markets policy chief and was involved in South Korea’s inclusion in the World Government Bond Index in April, where he received special recognition. SK Hynix hired former Ministry of Economy and Finance strategic economy chief Jung Yeo-jin last month as a vice president under its communications division. According to ChainCatcher, Jung previously served in roles including climate and environment budget chief, secretary to the deputy prime minister for economy, foreign exchange policy chief, and foreign exchange funds chief. The two companies are also advancing U.S. manufacturing investments. Samsung Electronics plans to invest $37 billion to build a foundry plant in Taylor, Texas, while SK Hynix plans to invest $4 billion to build an advanced packaging plant in Indiana.

The FBI, Japan's National Police Agency and other international authorities warned that the North Korea-linked hacking group WaterPlum, also known as Contagious Interview, posed as companies in the AI, crypto and NFT sectors from December 2025 to July 2026 to offer fake jobs and attack IT developers worldwide. According to Odaily, the group contacted job seekers through social media and recruitment platforms, lured them into downloading malicious files under the guise of technical interviews or coding tests, infected more than 30,000 devices in over 100 countries and regions, stole data from more than 7,000 crypto wallets, and moved at least $10.71 million into wallets under the attackers' control.

予測、Polymarket、1ヶ月で4人の幹部を次々と迎え入れる。幹部を次々と入れ替えるPolymarketは、一体何を懸念しているのか？ 金色財経、ワールドカップ終了後、Polymarketの月間アクティブユーザー数は半減した。

Elon Musk said on X that artificial intelligence could double U.S. economic growth next year from about 2% to 4%, or even higher. According to ChainCatcher, Apollo chief economist Torsten Slok estimated that U.S. AI-related capital spending could reach about 3% of GDP annually from 2027 to 2029. Moody's analysts said U.S. technology companies are expected to invest nearly $1 trillion in chips and data centers by 2027.

Gaza health authorities and Al-Shifa Hospital said Israeli airstrikes hit Gaza City and areas around the Jabalia refugee camp in northern Gaza on the 19th, killing two Palestinians. According to Odaily, the Israeli military had not responded at the time of reporting.

Strategy founder Michael Saylor said the digital asset industry would be better served by supportive rules from the SEC, CFTC, Treasury, and banking regulators than by the restrictions in the final CLARITY compromise. According to ChainCatcher, he said the safest path is to build products that satisfy customers, deploy them broadly, and protect ownership, require honest disclosure, punish fraud, and let entrepreneurs compete and grow. Saylor said the September CLARITY compromise would have limited covered providers to paying customers only for holding payment stablecoins, while allowing qualified activity rewards and directing the Treasury to restrict certain rewards if it determined community banks were experiencing significant harmful deposit outflows. He added that the GENIUS Act already includes limits on issuers paying interest and yield on stablecoins. He also said the CLARITY innovation sandbox would have capped participating firms at 25 employees and limited each committee to approving 20 projects per year. Saylor noted that the SEC provided conditional relief on September 17 for certain on-chain trading of tokenized stocks, while the CFTC chair has pledged to use existing authority if the bill remains stalled. Saylor said useful products should be scaled in 2027 and 2028, turning temporary relief into lasting rules. He said the goal is for 50 million U.S. voters to use digital financial products that improve their lives.

「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3187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。

UBSは人工知能（AI）の設備投資予測を大幅に上方修正した。メモリコストの急騰が、今回の投資拡大を牽引する中核的な要因となっており、その影響はAI投資サイクルの構造と経済的論理を根本から変えつつある。

イーサリアムは、すでにトークン化金融の決済レイヤーとなっているのかもしれない。しかし、世界の金融市場を真に支えるためには、依然として解決すべき重要な課題が一つ残されている。それは「速度」である。

人工知能、技術、中国の新エネルギー車メーカーはこぞってAI企業を目指している。金色財経によると、彼らはこの10年間で積み上げてきた手札をすべて、次の勝負に賭けた。

OpenAIは、より高い評価額で新たな資金調達を完了しようとしている一方で、今後5年間のフリーキャッシュフローが大幅な赤字となる見通しであることを明らかにしており、長期的な資金繰りの圧力は軽視できない。

Robinhood、Coinbase、Circle、Coinbase、Robinhood、Circleが相次いで参入――トークン化資産の次の戦いはなぜ「分配」なのか？ 金色財経、3大発行業者には依然として「分配」という課題が残っている。

人工知能（AI）業界をめぐる規制を巡る論争は、政策の段階から法的な争いの場へと広がりつつある。

「ゴールデン・ウィークリー」は、ゴールデン・ファイナンスが提供する、ブロックチェーン業界の週間まとめコーナーです。その内容は、その週の注目ニュース、相場や先物データ、マイニング関連情報、プロジェクトの動向、技術の進展など、業界の最新動向を網羅しています。