Goldman Sachs expects AI-related capital spending to approach $800 billion in 2026, a level it says could create a potential inflation challenge for the U.S. Federal Reserve. According to NS3.AI, TrendForce estimates the nine largest cloud providers will spend about $830 billion in 2026, up roughly 79% from the previous year. The report also noted weakness in crypto markets, with Bitcoin sliding to around $63,600 by June 4. It added that Bitcoin ETFs recorded an 11-session streak of net outflows totaling about $3.45 billion.

Meta is rolling out creator payouts in USDC in Colombia and the Philippines, with expansion to more than 160 countries expected by the end of the year. The move shifts nearly $3 billion in annual creator payouts toward onchain settlement, according to CoinDesk, but creators still face fees, delays and compliance hurdles to convert USDC into local currency via wallets, exchanges and domestic banking rails. The column contrasts Meta’s approach with card networks embedding stablecoins into existing infrastructure, citing Mastercard’s $1.8 billion acquisition of BVNK and Visa’s partnership with Bridge.

A person familiar with the matter said tech investor Sriram Krishnan, who has helped shape the Trump administration’s pro-industry AI policy, planned to leave the White House at the end of this month to start an outside organization aimed at influencing technology policy. According to Jin10, Krishnan was one of the architects of the administration’s “AI Action Plan,” which laid out an approach to easing regulation of new technologies and promoting nationwide data center construction. The source said he also helped draft an executive order intended to limit states’ ability to regulate AI. However, advanced AI models such as Anthropic’s Mythos have demonstrated an ability to identify software security vulnerabilities, raising concerns among senior government officials about the risk of cyberattacks. The concerns have prompted some officials to reassess the looser regulatory approach promoted by Krishnan and others, the source said.

SpaceX is set to price what it calls the largest IPO in history next week at a valuation near $1.77 trillion. According to BeInCrypto, the filing shows SpaceX was profitable until an all-stock xAI merger closed in February, flipping 2025 results to a $4.94 billion net loss from $791 million net income in 2024; it then posted a $4.28 billion Q1 2026 loss. The IPO is pitched at $135 per share, about 94 times 2025 revenue of $18.7 billion, with Starlink subscribers rising to 10.3 million by March 2026 while ARPU fell to $66 from $99 in 2023.

Goldman Sachs partner and head of Americas equities execution services John Flood said the sharp drop in U.S. stocks on Friday represented a buying opportunity on weakness, describing the pullback’s technical profile as more consistent with a healthy correction. According to Odaily, Flood said the decline was mainly driven by profit-taking ahead of the weekend and expectations of increased new share supply. He added that the recent retreat looked like a normal correction within a bull market rather than a trend reversal. Flood said markets remain concerned about inflation pressures, Iran-related geopolitical risks, and potential uncertainties in private credit markets, which he said indicates investors have not become overly optimistic. Flood also said there is a clear path for the S&P 500 to reach 8,000 this year, adding that there are not many opportunities to buy the dip this year. He said historically, buying when the S&P 500 pulls back 2% has typically generated returns.

JPMorgan Chase, Bank of America, Citigroup and other major lenders plan to launch a shared tokenized deposit network through The Clearing House by the first half of 2027, enabling 24/7 blockchain-based settlement of bank deposits. The initiative aims to counter stablecoins such as Circle’s (CRCL) USDC and Tether’s USDT by keeping customer funds within the regulated banking system while offering similar speed and efficiency for payments and transfers, according to CoinDesk.

Bitcoin’s daily relative strength index (RSI) has fallen to about 15.5 after dropping roughly 30% over the past month, marking its lowest level since the March 2020 pandemic-driven market crash and indicating extremely oversold conditions. According to ChainCatcher, analysis said similar RSI levels appeared during the 2020 pandemic selloff and a February 2026 correction, which were followed by rebounds of about 50% and 30%, respectively. The report said bulls are still holding the $60,000 support level. If that support remains intact, Bitcoin could see a technical rebound in the coming weeks toward around $70,650, near the 20-day exponential moving average (EMA). If Bitcoin breaks below $60,000, it may fall further toward the mid-$50,000 range. ChainCatcher also reported that Bitcoin short-term holders’ realized profit-and-loss ratio has dropped to a record low, suggesting many recent buyers are exiting at a loss and sentiment is nearing panic. Crypto analyst Scott Melker said about 5.3 million long-term held bitcoins are currently in unrealized losses, a larger amount than during the FTX collapse and the highest since the March 2020 selloff. Melker added that sentiment tends to move closely with price, noting traders were highly optimistic at May’s peak but turned extremely pessimistic when Bitcoin fell on June 3, and that such conditions “usually” suggest a bottom may be near.

「金色週刊」は、金色財経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あり、その内容は、その週の主要ニュース、相場・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。

Bitmineの会長は、DeFiとAIがイーサリアムネットワークの価値を1兆ドル規模へと押し上げると述べ、現在の価格は「将来のオプションのディスカウント」であると指摘した。

米国株、BTC、投資、米国株の暴落？ビットコインは買い時か？ 金色財経、過去24時間で、X上のインフルエンサーたちは何を話題にしているのか？

米国の半導体株が急落し、AI需要の見通しに対する市場の楽観的な見通しに明らかな揺らぎが生じている。

本稿では、29の暗号資産パーペチュアル先物市場におけるプラットフォーム間のリード・ラグ（先行・遅行）関係を分析し、Perp DEXのアーキテクチャについて詳細に考察した。

相場、暗号資産市場、BTC、なぜ今回ビットコインは再び200週移動平均線まで戻ったのか？ 金色財経、言い換えれば、価格の下落幅が資金の流出速度をはるかに上回っているということだ。

2026年6月3日現在、マイクロストラテジー（Strategy/MSTR）は843,706ビットコイン（時価総額約531億ドル）を保有している一方、67億ドルの転換社債と155億ドルの永久優先株を負っており、年換算での利払い義務は約17.12億ドルに上る。

相場、暗号資産市場、BTC、ビットコインが6万ドルを割り込む　金色財経、暗号資産市場はさらに激しい嵐に見舞われている。

2ヶ月続いた世界的なAI相場の好調ぶりに冷や水を浴びせられる形となり、金曜日のフィラデルフィア半導体指数は10％以上急落し、1日で時価総額が1兆ドル以上蒸発した。

データセンター建設への抗議運動が全米を席巻している。バーモント州からオクラホマ州、インディアナ州からカリフォルニア州に至るまで、各地のコミュニティが結束し、地元でのデータセンターの無秩序な拡大を阻止しようとしている。