Goldman Sachs said Brent crude could approach $120 a barrel by the fourth quarter if disruptions in the Strait of Hormuz continue. According to NS3.AI, the bank said such a move would bring Brent close to the $126.41 intraday peak reached on April 30 during the US-Iran war. Goldman’s base forecast remains $80 in the fourth quarter and $75 next year.

China's Civil Aviation Administration will work to build an air cargo system that is accessible, resilient, safe, and reliable during the 15th Five-Year Plan period, vice director Han Jun said at a State Council Information Office briefing, according to 36Kr. He said the regulator will focus on opening international cargo channels, improving the efficiency and backup capacity of traditional markets, strengthening links with emerging-market hubs, and building an international route network that combines freighter and bellyhold capacity. It also plans to expand the cargo functions of aviation hubs, including Beijing, Shanghai, Guangzhou, Shenzhen and Chengdu, improve the role of specialized cargo hub airports such as Ezhou, support major export provinces in using hub airports to lift international air cargo capacity, upgrade airport cargo infrastructure, foster more diversified cargo carriers, and help Chinese freight airlines grow into integrated logistics providers. The plan also calls for lowering costs and improving quality and efficiency in air logistics.

Hungary’s central bank is expected to cut borrowing costs for a second straight month as subdued inflation gives policymakers room to continue easing, according to Bloomberg.

Googleは、Gemini専用に開発されたAI推論チップ「Frozen v2」を研究開発中であり、モデルアーキテクチャをシリコンチップに直接組み込むことで、推論効率が既存のTPUに比べて6～10倍向上すると見込まれている。この設計は、汎用性を一部犠牲にすることで、より高い性能と低コストを実現するものだ。

Strategyは投資家から引き続き数億ドルを調達しているが、今週もまた、その資金のいずれもビットコインには投入されていない。

According to Lianhe Zaobao citing CNN, the Trump administration is pressing Congress to approve additional Pentagon funding this summer as U.S. military operations against Iran continue to drain ammunition and cash, but several Republican lawmakers say the Defense Department has not clearly explained how the money would be used and are not yet convinced to back the plan. Pentagon officials this month briefed bipartisan House appropriations leaders in a closed-door session on the urgency of the request, but two people present said officials failed to provide meaningful detail when pressed, frustrating lawmakers from both parties. Defense Secretary Pete Hegseth has met with dozens of House members in recent days, and some key lawmakers were invited to Camp David, while Vice President JD Vance has lobbied Republican lawmakers in Congress to stress party unity. The Trump administration had earlier proposed a USD 1.5 trillion annual defense budget, including USD 350 billion in new funding, but House Republicans have so far put forward only a USD 95 billion package, with USD 60 billion for the Pentagon, USD 13 billion for intelligence agencies, and the rest for farm aid and election measures. Some Republicans questioned why the Defense Department is seeking more money so soon after receiving a large funding boost. Representative Brian Fitzpatrick said the department must explain its rationale after spending such a large sum in the short term. A Republican lawmaker who attended a nearly four-hour meeting at the Pentagon said the officials did not present a persuasive case. Lawmakers focused on defense warned that if Congress does not act soon, funds for the military's current operations could run out by mid-August.

Police received a report at about 9 p.m. from a female manager at a securities firm in World-Wide House, 19 Des Voeux Road Central, who said a male colleague had used the company account to invest without authorization and lost HK$150 million, according to Ming Pao. The case prompted online speculation that several brokers based in World-Wide House may have been involved. Sun Hung Kai & Co, whose head office is on the 9th floor of World-Wide House, later clarified that it is not the securities firm involved.

African policymakers are expected to keep interest rates elevated for longer as renewed hostilities between the US and Iran stoke fresh inflation fears, especially in countries that import more fuel than they produce, according to Bloomberg. The Bloomberg Economics report says the conflict risk could keep pressure on prices and complicate policy easing across the continent.

最近、世界のハイテク株は大幅に下落しているが、ビットコインはそれほど大きな影響を受けていない。その背景には、どのような変化が潜んでいるのだろうか？

決済業界は30年の歴史を経て、4世代が共存しているが、決済で利益を上げている者は一人もいない。

ベトナムでは、2026年9月1日から、無認可のプラットフォームで仮想通貨の取引を行った個人に対し、最大5,000万ドン（約1,900米ドル）の罰金を科すことになる。この規制は、トレーダーを規制対象の国内取引所へ誘導することを目的としている。

BIP-110は、最近ビットコインコミュニティで最も注目を集めているプロトコルをめぐる論争である。Strategyの創業者であるマイケル・セイラー氏は先日、110項目の反対理由を列挙した長文を発表した。

人々がAIについて語る際、その焦点は知能と生産性の革命に当てられる。一方、暗号資産については、単なる通貨や金融市場、デジタル資産という並行する分野としてしか捉えられていない。このような断片的な視点は、より大規模な変革を見落とすことにつながりかねない。

新たに発見されたマルウェアの一種は、2050年付けのMicrosoft 365カレンダーの招待状を秘密の通信経路として利用し、ハッカーからのコマンドを受信したり、盗んだデータを外部へ流出させたりしている。そのすべてが、マイクロソフト自身の信頼されたインフラを通じて行われている。

人工知能、AIエージェント、トークン、WAIC観察：70以上のイベントと、早まった未来　ゴールデン・ファイナンス、素朴な問いこそが、最終的にそれらの壮大な物語がどれほど残るかを決める。

米国経済の運営ロジックは、FRBの2％というインフレ目標という前提に基づいており、ドルの購買力を適度に希薄化することで消費と投資を刺激し、国民が深刻な経済的損失を被ることを回避することを目的としている。しかし、この理論のロジックは、現実においてはすでに形骸化している。