Key takeawaysDonald Trump administration is reportedly assessing Iranian political figures for potential negotiations.Mohammad Bagher Ghalibaf is viewed by some officials as a possible partner or future leader.The move signals a shift from military escalation toward diplomatic options.No formal decision has been made, and Iran has denied any ongoing talks.U.S. Explores Political Path to End Iran ConflictThe Trump administration is reportedly evaluating the possibility of engaging with Iran’s Parliament Speaker, Mohammad Bagher Ghalibaf, as part of efforts to end the ongoing conflict through negotiation.According to media reports citing government officials, some within the White House view Ghalibaf as a potential partner for dialogue or even a figure who could play a leadership role in a post-conflict scenario.Shift From Military Pressure to Negotiation StrategyThe reported discussions suggest a potential strategic pivot by Washington—from relying primarily on military pressure to exploring political and diplomatic solutions.Officials indicated that the administration is in a “testing phase,” assessing which Iranian figures might be capable of engaging in negotiations or assuming greater political influence.One official described Ghalibaf as “one of the highest-level candidates,” though emphasized that no decisions have been finalized.Ghalibaf Denies Talks With U.S.Ghalibaf, 64, has publicly denied any negotiations with the United States.However, U.S. officials reportedly dismissed those statements as domestic political positioning, suggesting that public rhetoric may not reflect behind-the-scenes dynamics.Ghalibaf has previously taken a hardline stance, including threatening retaliation against the U.S. and its allies, adding complexity to his potential role in any diplomatic process.Uncertainty Remains Around OutcomeDespite the reported exploration, the situation remains highly fluid.Key uncertainties include:Whether diplomatic channels will formally openHow Iran’s internal political dynamics evolveThe broader trajectory of the ongoing conflictThe development highlights growing recognition that a negotiated resolution may be necessary, even as military tensions remain elevated.

The Japanese stock market experienced a significant increase of over 2% in early trading. According to RTHK, the Nikkei 225 index was reported at 52,601 points, marking a rise of 1,085 points, or 2.11%. This upward movement reflects a positive start for the market.

A majority of U.S. Senate members have expressed their support for the nomination of Markwayne Mullin as the Secretary of the Department of Homeland Security. According to Jin10, the voting process is still ongoing. This development marks a significant step in the confirmation process for Mullin, who has been nominated to lead the department responsible for safeguarding the United States against various threats. The outcome of the vote will determine whether Mullin will officially assume the role, pending the completion of the voting procedure.

オーストラリアの年金基金Hostplusの最高投資責任者（CIO）であるサム・シシリア氏は、1,050億米ドル以上の資産を運用する同国の大手年金基金Hostplusが、独自の投資オプション「Choiceplus」を通じて、加入者にビットコインやその他のデジタル資産を提供することを検討していると述べた。現在、同基金の総資産の約1％がChoiceplusに投資されている。サム・シシリア氏は、一部の加入者から暗号資産への投資に対する需要があるとし、デジタル商品は早ければ来年度にも導入される可能性があると述べた。ただし、いかなる計画も規制当局の承認を得る必要があり、現在はまだ設計段階にあると強調し、たとえあと6ヶ月待たなければならないとしても、規制当局の許可を待つ用意があると語った。オーストラリアの年金業界の規模は4.5兆豪ドルに達するが、これまで主要な基金による暗号資産への投資への関心は限定的だった。2024年、AMPが主要基金として初めてビットコイン先物への投資を発表した。現在、約30億豪ドルが自己管理型スーパーファンドを通じて暗号資産に投資されている。サム・シシリア氏は、Hostplusが10年ほど前に初めて暗号資産に注目して以来、この分野は大きく変化しており、現在はビットコインを含むより広範なデジタル通貨を再検討していると述べた。

Hostplus, an Australian pension fund managing over A$150 billion, is exploring the possibility of offering Bitcoin and other digital assets through its Choiceplus option. According to NS3.AI, Chief Investment Officer Sam Sicilia indicated that the product might be available as early as the next financial year, contingent upon regulatory approval and resolution of consumer protection concerns. This move is notable as Australia's major pension funds have generally steered clear of cryptocurrency investments.

The European Union Commission has announced an agreement aimed at reducing import tariffs on critical minerals within the EU. According to Jin10, this move is part of a broader strategy to secure essential resources and enhance the bloc's economic resilience. The agreement is expected to facilitate smoother trade flows and strengthen the EU's position in the global mineral market. By lowering tariffs, the EU aims to ensure a stable supply of vital minerals necessary for various industries, including technology and manufacturing. This initiative reflects the EU's commitment to bolstering its economic infrastructure and maintaining competitiveness in the face of global challenges.

The European Union Commission has announced that Australia will eliminate tariffs on a range of European Union products, including wine, fruits, vegetables, and chocolate. According to Jin10, this development is part of ongoing trade negotiations aimed at enhancing economic ties between the EU and Australia. The removal of these tariffs is expected to boost trade and provide European exporters with greater access to the Australian market. This move is seen as a significant step in strengthening the economic relationship between the two regions, potentially benefiting both European producers and Australian consumers.

The European Union Commission has announced that a new agreement is expected to significantly enhance the EU's export activities to Australia. According to Jin10, the agreement aims to increase the total exports from the EU to Australia by as much as 33% over the next ten years. This development is part of a broader strategy to strengthen economic ties and trade relations between the two regions. The agreement is anticipated to open new opportunities for businesses and foster economic growth, benefiting both the EU and Australia.

U.S. security officials are reevaluating their objectives in Iran, according to Ming Pao. Initially, the goals included overthrowing the Iranian regime and permanently preventing Tehran from acquiring nuclear weapons. However, these aims are now considered difficult to achieve. Instead, breaking Iran's blockade of the Strait of Hormuz could allow U.S. President Donald Trump to declare a "victory" and conclude military operations. This move could help mitigate the global energy crisis and reduce Iran's influence.

Iranian President Ebrahim Raisi and Pakistani Prime Minister Shehbaz Sharif held a phone conversation to discuss the situation in the Persian Gulf. According to RTHK, Prime Minister Sharif emphasized the severe conditions in the region and both leaders agreed on the urgent need for de-escalation, dialogue, and diplomatic efforts. Sharif also highlighted the importance of unity within the Islamic world and reiterated Pakistan's commitment to playing a constructive role in promoting regional peace. Meanwhile, a U.S. news website cited Israeli officials reporting that several countries are attempting to coordinate a meeting later this week in Islamabad, Pakistan, involving Iran's Islamic Consultative Assembly Speaker Mohammad Bagher Ghalibaf, U.S. President Donald Trump's envoy Avi Berkowitz, Trump's son-in-law Jared Kushner, and Vice President Mike Pence. However, Ghalibaf denied any negotiations with the U.S., accusing them of spreading false news to manipulate financial and oil markets.

金色財経は、仮想通貨・ブロックチェーン業界の朝刊『金色朝8時』第3005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お届けします。

国内の決済チャネルの普及に伴い、従来の送金コストは大幅に削減されたが、現在、手数料は主に国内決済の段階で発生しており、これこそがステーブルコインが回避できない課題である。

「金色財経」は『金色Web3.0日報』を発行し、MEME、DeFi、DAO、NFT、メタバース業界の最新ニュースをいち早くお届けします。

ここ数ヶ月、そしてここ数週間、RWAサイクルは暗号資産業界で最も注目を集めているトピックの一つとなっている。

戦争とインフレは本来、金にとって最も頼りになる味方であるはずだったが、今回は金が投資家の期待を完全に裏切った。

SaaS、AIエージェント、AIエージェントはSaaSを倒せない　金色財経、真の競争優位性はデータの独自性にある。

複雑な経済・政治情勢の中、米連邦準備制度理事会（FRB）は、ここ数十年で最も複雑かつ不確実性にあふれた権力移譲を迎えようとしている。

金相場は乱高下しているが、そのルールを書き換えようとしている者もいる。金財経によると、現物金は今年に入ってからの上昇分をほぼすべて失った。

金、43年ぶりの最大週間下落率を記録　なぜ安全資産が真っ先に崩れたのか？　金色財経、金の暴落は孤立した出来事ではない。

インドの大手仮想通貨取引所「CoinDCX」は、警察の捜査に関連する詐欺疑惑を強く否定し、この件は詐欺師たちが同プラットフォームの創設者を装って投資家を騙そうとした組織的ななりすまし詐欺の一環であると主張している。