The TEM AI Infrastructure Growth Index fell 16% over the past month, alongside a series of disclosed share sales and filings by executives at several AI infrastructure-related firms. According to Odaily, Beowulf E&D Holdings, managed by TeraWulf Chairman and CEO Paul Prager, sold 275,000 shares of TeraWulf on June 29 at an average price of $26.596 per share, generating about $7.3 million in gross proceeds. Odaily reported that since late March, Prager and entities he manages have sold about 1.59 million TeraWulf shares for roughly $32.7 million in total gross proceeds. TeraWulf announced on July 6 that it reached a 20-year AI infrastructure leasing agreement with Anthropic. The company said the deal is expected to generate about $19 billion in contract revenue over the initial term and support about 401 megawatts of critical IT load. Cipher Digital CEO Tyler Page filed on July 8 to sell 112,500 shares of CIFR, with a market value of about $2.38 million. Riot Platforms CEO Jason Les sold 175,000 shares in May valued at about $4.2 million, and sold 250,000 shares on June 22 with a market value of $7.03 million. Core Scientific Chief Legal and Administrative Officer Todd DuChene filed on July 6 to sell 140,000 shares, with a market value of $3 million. IREN’s board approved grants of 9,099,328 restricted stock units each to co-CEOs William Roberts and Daniel Roberts on June 30.

A trader bought and later sold CASHCAT over a six-day period, recording a profit of $14,400. According to BlockBeats On-chain Detection, on-chain analyst Ai Yi (@ai_9684xtpa) tracked the activity. The analyst said the trader purchased $1,190 worth of CASHCAT six days earlier at an average price of $0.00664. About eight hours before the report, the trader sold the entire position at an average price of $0.17585 and exited the trade.

Jordan’s government said Iran’s drone and missile attacks openly violated Jordan’s sovereignty and threatened its security, stability, and territorial integrity, calling the incident a dangerous escalation. According to Jin10, Jordan’s government also said the Iranian attacks openly violated international law and the United Nations Charter.

An Iranian officer was killed in a U.S.-Israeli attack on Iran on Sunday. According to Jin10, Iranian state media reported the death but did not provide further details.

Xiaomi (1810) said its Xiaomi Auto unit will launch a new product series called “SkyNomad,” according to Ming Pao. The company said in its latest “Q&A with Netizens” that China’s Ministry of Industry and Information Technology (MIIT) has already disclosed many configuration details for the series in an official notice. Xiaomi said the market should be able to make a basic estimate of SkyNomad’s cost and value based on the available information. Responding to some market pricing speculation that it said was significantly below common-sense cost levels, Xiaomi said it understood the desire for an “attractive price,” but stressed that pricing should be based on “science.”

これは単発のアップグレードではなく、今後3～4年かけて段階的に実施される一連のプロトコル改良であり、検証方式、暗号学、ファイナリティ、ステートストレージに至るまで、プロトコルのほぼすべてのコアモジュールを網羅し、全面的に再構築されるものである。

マスク氏とサム・アルトマン氏の間で繰り広げられている舌戦が再び激化している。ちょうど両者が率いるAI企業が同じ週にフラッグシップとなる新モデルを発表したこともあり、競争は激しさを増している。

Qatar’s Ministry of Transport issued a notice advising citizens to suspend all maritime activities effective immediately. According to Jin10, the notice said that, to ensure public safety, owners and users of all sea vessels, including recreational yachts, fishing boats, and jet skis, were advised to halt sailing and any other maritime activities from now until further notice. Qatar’s Ministry of Interior said on July 12 that three people were injured by shrapnel generated when the country intercepted incoming Iranian targets that day.

Volkswagen AG Chief Executive Officer Oliver Blume said there are “smarter solutions” to save money than shuttering factories, according to Bloomberg. Blume also praised progress already made in cutting costs, remarks that could help ease tensions with the automaker’s powerful union.

人工知能、インド、OpenAI、世界最大の人口を抱える国がAIによる空売りを受けた　金色財経、AIによる空売りの対象となった最初の国が現れた。

Multicoin Capitalのマネージング・パートナーであるTushar Jain氏は先日、ポッドキャスト番組『When Shift Happens』に出演し、現在の暗号資産市場に関する見解を語った。

世界の金融市場は一見穏やかに見えるが、水面下では激しい動きが渦巻いている。FRBの新議長ウォッシュ氏がフォワードガイダンスを縮小したことで政策の不確実性が高まり、円相場は162の大台を割り込み、再びアービトラージ取引の強制決済危機に直面している。

7ヶ月前、「十字路口」のポッドキャスト『千人規模の「AI漫画ドラマ」工場の内幕：無秩序な成長とコンテンツへの理想 | 醤油との対談』で、醤油は自身のAI漫画ドラマ工場について語る際、まだ意気揚々としていた。

Robinhood、DeFi、プロジェクト、Robinhood Chainが話題に：なぜこれらのDeFiプロジェクトだけが真の恩恵を受けているのか？ 金色財経、恩恵を受ける4大銘柄はそれぞれ異なるメリットを享受している。

「金色財経」は、仮想通貨・ブロックチェーン業界の朝刊『金色早8点』第3117号を発行し、デジタル通貨およびブロックチェーン業界の最新ニュースをいち早くお届けします。

ゴールドマン・サックスの最新の試算によると、AIによるメモリ価格の急騰、ソフトウェア価格の値上げ、電力料金の高騰という三重の打撃により、米国のコアPCEは0.2ポイント以上押し上げられており、年末までにその寄与度は0.5ポイントに上昇すると見込まれている。

米国のETF業界は史上類を見ない拡大を続けており、2026年には資産規模が16兆ドルに迫り、年内の純流入額は1兆ドルを突破する見通しだ。