Dominic Rizzo, manager of the Global Technology Stock Strategy Fund, discussed the architecture of artificial intelligence in the cover story of Money Monday's 422nd issue, published on October 30, 2023. According to Ming Pao, Rizzo explained that AI architecture is divided into four layers. The lowest layer is the chip ecosystem, which is crucial for any AI investment. The third layer consists of infrastructure and enablers, including companies providing cloud computing services such as Apple, Microsoft, Amazon, and Alphabet. The second layer is the foundational model, which includes companies that develop applications like large language models, such as Microsoft's OpenAI, Meta's LLaMA, Google's PaLM2, and Amazon's Titan. The top layer involves applications like chatbots, including Microsoft's ChatGPT, Google's Bard, and Amazon's CodeWhisperer. Rizzo emphasized that chip stocks are among the strongest sectors in U.S. technology stocks due to their foundational role in AI investments.

The Berlin Film Festival, known for its strong political undertones among Europe's top three film festivals, encountered controversy this year due to comments made by the jury president. According to Ming Pao, German director Wim Wenders sparked debate with his statement that films should 'avoid politics.' Despite this, the awards ceremony held on Saturday, the 21st, could not escape political themes. The festival's top honor, the Golden Bear, was awarded to 'Yellow Letters,' a political drama depicting the struggles of an artist oppressed for their speech, caught between political stances and real-life challenges. During the award presentation, Wenders defended his earlier remarks, suggesting that artists and social activists can 'collaborate and divide roles.'

A large protest took place in Lyon, France, on Saturday, October 21, drawing thousands of participants. According to Ming Pao, the demonstration was held in memory of Quentin Deranque, a 23-year-old far-right activist who was allegedly killed by radical left-wing individuals. The police deployed drones to monitor the event and prevent any potential violence. This incident has heightened tensions across the nation, exacerbating social divisions.

Mar-a-Lago shooting led to a joint Secret Service-PBSO fatal force response after a man entered the secure perimeter; overnight investigation continues. source: https://coincu.com/news/mar-a-lago-shooting-prompts-probe-as-timeline-emerges/

Digital asset firm New Frontier Labs has entered into a partnership with BitGo Bank & Trust National Association to facilitate the issuance and custodial services for the FYUSD stablecoin. According to Cointelegraph, this dollar-pegged token is designed for institutional investors in the Asia region. BitGo's announcement highlighted that FYUSD adheres to the GENIUS Act stablecoin regulatory framework, which mandates 1:1 backing with cash deposits or short-term U.S. government debt instruments, along with anti-money laundering (AML) and know-your-customer (KYC) requirements. The company has also introduced 'Fypher,' a suite of stablecoin infrastructure tools that provides a programmable settlement layer for the FYUSD token. This allows it to be utilized by autonomous AI agents for commercial transactions. U.S. Treasury Secretary Scott Bessent has praised stablecoins as a means to maintain U.S. dollar dominance by reducing settlement times, lowering transaction costs, and democratizing access to U.S. dollars for those without traditional banking access. The total market capitalization of stablecoins currently stands at over $295 billion, a decrease from the peak of over $300 billion recorded in December, as reported by RWA.XYZ. Tether, the issuer of the USDt (USDT) dollar-pegged token, is experiencing a significant monthly drop in its circulating supply, marking the steepest decline since the collapse of the FTX crypto exchange in 2022. At the time of writing, the circulating supply was 183.64 billion USDT, according to CoinMarketCap data. Despite USDt maintaining its position as the world's largest stablecoin by market capitalization, its circulating supply has decreased by $1.5 billion in February, as per data from Artemis. This follows a $1.2 billion drop in January, indicating a second consecutive month of increased user redemptions. These redemptions may suggest a broader contraction in the crypto market, as investors liquidate their positions and move their holdings off-chain, potentially into other investments. However, Tether representatives informed Cointelegraph that the data reflects short-term positioning rather than a long-term trend of sustained outflows and market contraction.

A recent analysis highlights the S&P 500's average performance throughout the year, comparing all years to midterm election years. Bespoke Investment Group posted on X, showcasing a chart that illustrates these trends. The analysis suggests potential variations in market behavior during midterm years, offering insights into historical patterns and investor expectations. This information could be valuable for market participants seeking to understand the potential impact of midterm elections on stock market performance.

Bespoke Investment Group posted on X about the notable divergence between the software and semiconductor sectors. The observation highlights the contrasting performance of these two industries, with software and semiconductors moving in different directions. This divergence is captured in the performance of the respective indices, $IGV for software and $SMH for semiconductors. The analysis suggests a significant shift in market dynamics, reflecting broader trends within the technology sector. Investors and analysts are closely monitoring these developments to understand the implications for future market movements.

The GENIUS Act-compliant stablecoin is geared toward institutional investors in Asia features a programmable layer for agentic AI commerce. source: https://cointelegraph.com/news/bitgo-issuer-fyusd-stablecoin?utm_source=rss_feed&utm_medium=rss&utm_campaign=rss_partner_inbound

Arizona lawmakers just sent a strong signal to the crypto market. After a 4–2 committee vote, the Arizona State Legislature advanced a bill that adds XRP as an eligible asset in the proposed Digital Assets Strategic Reserve Fund. Although the bill does not force immediate purchases, it clearly defines what the state can hold source: https://techgaged.com/arizona-just-put-xrp-on-the-map-and-the-ripple-effects-could-spread-fast/

Mexican drug lord Nemesio Oseguera Cervantes, known as 'El Mencho,' has reportedly been killed during a military operation, according to U.S. Deputy Secretary of State. According to Jin10, 'El Mencho' died from injuries sustained while being transported by air following the operation. This development is considered significant for Mexico, the United States, Latin America, and the global community. The death of 'El Mencho,' leader of the Jalisco New Generation Cartel, marks a pivotal moment in the ongoing battle against drug trafficking and organized crime in the region.

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。

米国の制裁でドル決済システムから締め出されたベネズエラは、石油収入の80％をテザー（Tether）で決済するようになった。

ゴールデンウィークリーはゴールデンファイナンスが提供する週次ブロックチェーン業界総括コーナーで、週間重要ニュース、マイニング情報、プロジェクト動向、技術進捗などの業界動向を網羅しています。

米国最高裁はトランプ大統領の第二期政権で最も象徴的な関税政策を却下した。トランプ氏は「非常に失望している」と表明し、新たな貿易障壁を設けると約束した。

パンチという名の小さな猿が、愛玩人形の「オラママ」をぎゅっと抱きしめたとき、世界中の人の心が動かされた。

ステーブルコインはもはや投機ツールではなく、世界中の何億人もの人々の主要な支払いと受取手段になりつつある。