米国経済は債務、金価格、政策が絡み合う中で試練に直面している。ハードアセットである金は「最良の友」だ。投資家はバランスを保ち、データに注目し、極端な行動を避ける必要がある。

Belinda Boa, a prominent active equity specialist and one of BlackRock's senior female executives, is leaving the company after more than 25 years. Bloomberg posted on X, highlighting Boa's announcement on her verified LinkedIn profile. Boa has been a key figure in BlackRock's equity division, contributing significantly to the firm's strategies and operations. Her departure marks the end of a notable tenure at the investment management giant. Boa's future plans have not been disclosed, and BlackRock has yet to comment on her exit.

Indonesia recorded an unusual budget deficit in January as the government increased spending to boost economic growth. Bloomberg posted on X that this move aligns with the government's commitment to stimulate the economy. The increased expenditure is part of a broader strategy to enhance economic performance and address potential challenges. The budget shortfall marks a deviation from previous fiscal patterns, highlighting the government's proactive approach to economic management.

The U.S. Customs and Border Protection (CBP) announced it will cease collecting tariffs imposed under the International Emergency Economic Powers Act (IEEPA) starting Tuesday at 12:01 a.m. Eastern Time (1:01 p.m. UTC+8). According to Jin10, this decision follows a ruling by the U.S. Supreme Court declaring these tariffs illegal. CBP informed shippers via its Cargo Systems Messaging Service (CMSMS) that all tariff codes related to orders previously issued by U.S. President Donald Trump under IEEPA will be deactivated from Tuesday onward. In response, Trump has authorized a new 15% tariff on global goods under a different legal framework, replacing the tariffs invalidated by the Supreme Court last Friday.

South Korea's central bank has reaffirmed its stance that only licensed commercial banks should be permitted to issue won-denominated stablecoins. Bloomberg posted on X, highlighting the bank's concerns about potential money laundering and financial stability risks associated with broader issuance. The central bank's position underscores the importance of regulatory oversight in the burgeoning digital currency sector, aiming to mitigate risks while fostering innovation within a controlled framework. This approach reflects a cautious strategy to balance the benefits of digital currencies with the need for robust financial safeguards.

South Korea's Lee Jae Myung and Brazil's Luiz Inacio Lula da Silva have reached a series of agreements focusing on critical minerals and artificial intelligence. Bloomberg posted on X, highlighting the significance of these deals in strengthening bilateral relations and fostering technological advancements. The agreements aim to enhance cooperation in sectors vital for economic growth and innovation. Both nations are keen on leveraging these partnerships to boost their respective industries and address global challenges. The collaboration underscores the importance of international cooperation in tackling issues related to resource management and technological development.

Qatar's sovereign wealth fund, valued at $580 billion, is reportedly making an investment in a private credit firm managed by former Goldman Sachs partners Tom Connolly and Michael Koester. Bloomberg posted on X, highlighting this strategic move as part of Qatar's broader investment strategy. The investment underscores the growing interest in private credit markets, which have been attracting significant attention from large institutional investors seeking higher returns amid low-interest rates. The involvement of seasoned professionals like Connolly and Koester, who bring extensive experience from their tenure at Goldman Sachs, adds credibility to the venture. This development aligns with Qatar's ongoing efforts to diversify its investment portfolio and capitalize on emerging opportunities in the global financial landscape. The sovereign wealth fund's decision to back a private credit firm reflects a strategic approach to navigating the complexities of the current economic environment.

Honeywell has reached an agreement to lower the purchase price for acquiring Johnson Matthey's Catalyst division, according to sources familiar with the matter. Bloomberg posted on X, indicating that the adjustment was necessary to ensure the completion of the transaction. The deal, initially announced earlier, faced challenges that prompted Honeywell to renegotiate terms to salvage the acquisition. This move reflects Honeywell's strategic efforts to expand its portfolio and strengthen its position in the market. The revised terms are expected to facilitate a smoother transition and integration of Johnson Matthey's Catalyst into Honeywell's operations. Further details regarding the financial aspects of the agreement have not been disclosed.

A whale has deposited 2 million USDC into Hyperliquid, according to ChainCatcher. The investor has also increased their long position in SOL with 20x leverage and has pending orders to further expand this position. Additionally, the whale holds a long position in ETH valued at $11.14 million, also with 20x leverage.

The U.S. energy storage market is projected to expand by 21% this year, driven by increasing demand for batteries. Bloomberg posted on X, highlighting that this growth is expected despite facing challenges from policy headwinds. The solar trade group anticipates that the rising need for energy storage solutions will continue to propel the market forward, underscoring the sector's resilience in navigating regulatory obstacles. This development reflects a broader trend towards sustainable energy solutions, as the demand for efficient storage systems becomes more pronounced.

null source: https://x.com/RealAllinCrypto/status/2025800839428788657

ビットコイン採掘企業Bitdeerは暗号資産ウォレットを空にし、実質的にビットコイン保有量をゼロに削減した。これはデジタル資産の採掘を中核事業とする企業としては極めて異例の動きである。

ユニスワップを装った偽広告が検索結果の上位に表示され、ユーザーを暗号資産ウォレットを搾取するクローンサイトへ誘導した。あるユーザーが6桁半ばの資産を失ったことを受け、創設者のヘイデン・アダムズはこうした詐欺を阻止できない現状を糾弾した。

もし2026年にOpenAIの収益が予想を下回れば、このAIインフラのバブルは崩壊する可能性がある。

金色财经が提供する暗号通貨・ブロックチェーン業界の朝刊『金色早8点』第2976号。最新・最速のデジタル通貨とブロックチェーン業界ニュースをお届けします。

2026年の条件は明らかに弱く、1株あたりのビットコイン含有量を悪化させない前提では、大規模な買い付けを継続することは難しい。

本稿は「暗号化版M2」という枠組みを用いて、現在の流動性構造に対して実践可能な分析手法を提供する。

伝統金融、金融システム、投資、トークン vs. 株式：評価額の断絶ゴールデンファイナンス、暗号資産業界は転換点に達した。

今後数年間は、国際株式と債券を組み入れ、一定の割合の金を緩衝材として組み合わせた分散投資戦略が優れた選択肢となる。

新型銀行の暗号化は、単に銀行をブロックチェーン上に移行させるだけでなく、資金の預け入れ・支出・増加・借入という運用プロセスを再構築することである。