大手取引所が相次いで、実資金を投じて、自社と暗号資産取引所がこれまで築き上げてきたユーザーや販路を結びつけ始めている。

Jupiter Asset Management’s Mark Nash said markets are overestimating sovereign debt risks and is betting long-dated bonds will recover from their recent selloff, according to Bloomberg. Nash’s view centers on the recent weakness in long bonds even as concerns persist over government borrowing.

Aareal Bank AG is discussing a potential acquisition of Hamburg Commercial Bank AG, according to Bloomberg. The real estate lender is backed by Centerbridge Partners, while Hamburg Commercial Bank is also private equity-backed.

AI stocks came under renewed selling pressure, with Samsung Electronics falling more than 4%, SK Hynix dropping more than 3.5%, and the Philadelphia Semiconductor Index down 2.66% overnight. According to Sina Finance, Schroders fund manager Dorian Carrell said hyperscalers' off-balance-sheet financing has reached $1.5 trillion, while Goldman Sachs warned that debt issuance by hyperscale cloud companies and chipmakers could rise 40% year on year to about $340 billion in 2027. Carrell said the market is shifting from an era of low inflation, low rates, and effective 60/40 stock-bond allocation to a new environment of high deficits, high inflation, and high supply. He also said some companies' cash flow has turned from positive to negative and leverage is rising, citing Alphabet's issuance of 6% coupon convertible bonds to protect its credit rating. Goldman Sachs fixed-income credit trader and investment-grade credit specialist Jeffrey Papai warned that after about $300 billion of AI-related bond issuance this year, fourth-quarter supply will slow sharply, giving AI credit spreads a brief respite. He said the easing would be short-lived, and that 2027 issuance by hyperscale cloud companies and chipmakers could be about 40% higher than 2026. JPMorgan's Michael Cembalest estimated that the five hyperscale cloud companies plus Nvidia have issued about $320 billion of debt so far in 2026, including special purpose vehicles for data-center leases. He said the long-duration portion is equivalent to about $303 billion in 10-year terms, or 68% of the U.S. Treasury's new long-duration borrowing over the same period. U.S. Treasury yields have also risen as AI debt has grown, and the 30-year yield has reached a 19-year high. The 10-year yield is nearing 5%, its second time at that level since the 2008-2009 financial crisis, while Freddie Mac said the average 30-year fixed mortgage rate rose to 6.76% from 6.71% a week earlier.

Anthropic released a new AI abuse report saying app development studios used Claude to build and operate more than 20 dating apps. According to ChainCatcher, about 75% of the match profiles shown to ordinary users were AI characters, while the platforms claimed all users were real people. During a two-week observation period in April 2026, the apps ran more than 4,700 AI characters, chatted with at least 25,000 different users, and sent about 2.36 million messages. Most of the affected users were in the United States. The platforms reportedly mixed profiles at a ratio of about three AI characters for every one real person. Claude maintained thousands of conversations at the same time, while part-time human workers stepped in when users requested video calls, photos, or social media follows. The system generated three suggested replies for each message, and users had to spend credits to chat and match before buying in-app virtual currency to continue. Fully AI-controlled accounts were instructed not to admit they were bots. To avoid app store review, operators reportedly used special interfaces that were only enabled during review periods and different program class names across more than 20 apps. Anthropic said the related brands included DORA, DONI, ROMI, LUMA, JOVIA, KIRA, GRACECHAT, HAVEN, NALO, and LOVIA. The company said it has banned the related accounts and shared the app identities and review-evasion details with Apple and Google.

Isabelle Mateos y Lago, chief economist at BNP Paribas, said Friday’s US CPI report will weigh on the Federal Reserve’s upcoming interest-rate decision, according to Bloomberg. She said BNP Paribas believes monetary policy is not restrictive enough and that the US economy probably needs three rate hikes, starting next week.

Time Watch Holdings (1023) issued a profit warning and expects a loss of about HK$110 million to HK$130 million for the year ended June 30, narrower than a loss of about HK$178 million in the previous year, according to Ming Pao.

Hande Information (Shenzhen: 300170) said it has decided to terminate its plan to issue H shares and list on the main board of the Hong Kong Stock Exchange, according to Ming Pao. The company said the decision was made after comprehensive consideration of the macroeconomic environment, capital market conditions and its own development plans, and followed careful discussion and analysis aimed at protecting shareholder interests and acting responsibly to shareholders.

UBS Group AG is buying back $7.9 billion of old Credit Suisse bonds, its largest move so far to reduce the debt load it inherited when it took over its crosstown rival, according to Bloomberg.

DBSとシティは、SWIFTのデジタル台帳を通じてトークン化された預金を利用し、シンガポールと米国間の週末の米ドル決済を完了させた。この取引はわずか数分で完了した。

サム・バンクマン＝フリード氏は、FTXの破綻をめぐる争いを米最高裁に持ち込み、詐欺罪の有罪判決を覆し、再審を命じ、自身の犯罪の被害者への補償に充てられる可能性のある110億ドルの没収処分を取り消すよう、裁判官らに求めている。

小数点以下の1桁の違いが、来週のFRBの利上げの可否を直接左右する可能性がある。コアCPIの前月比が0.2％であれば利上げは見送られ、0.3％となれば利上げが実施されることになる。

Coinbaseは、ソーシャル機能に重点を置いた試みが期待通りの成果を上げられなかったことを受け、「Base App」の名称を再び「Coinbase Wallet」に戻しました。このウォレットは、自己管理型であることに変わりはないものの、現在は永久先物、予測市場、トークン化された株式などを含むマルチチェーン取引に重点を置いています。

今回の投票がなぜ重要なのか？新法案にはどのような変更点があるのか？『CLARITY Act』には他にどのような主な障害があるか？可決された場合、どのような重要な意味を持つのか？業界関係者はどう見ているか？

韓国、仮想通貨、620億ドルのギャップ：韓国に欠けている企業向け仮想通貨市場　金色財経、企業の参入がもたらすチャンス。

この事件は2026年1月にさかのぼり、初期バージョンの「クロード・オパス4.6」が関与していた。

ハンター・バイデン氏の「LAPTOP」というメモコインは、取引開始から1時間足らずで価値の95％以上を失い、政治的な色合いが濃いと謳われていたこの仮想通貨の立ち上げは、非難や否定、オンチェーン分析が飛び交う騒動へと一変した。

ビットコインは引き続き76k付近まで下落しており、市場は今夜の米国のCPIデータを待っている。