Bitcoin miners in the United States are emerging as significant contributors to AI infrastructure, according to Bernstein. The industry collectively manages over 27 gigawatts of planned power capacity, highlighting their importance in supporting AI operations. Bernstein also noted that the sector has announced AI-related contracts exceeding $90 billion, which encompass 3.7 gigawatts of power capacity. This development underscores the growing intersection between cryptocurrency mining and artificial intelligence, as miners leverage their substantial energy resources to facilitate AI advancements.

Vice President JD Vance has come to the defense of U.S. President Donald Trump following criticism regarding the president's extensive trading of financial assets. Bloomberg posted on X that Vance emphasized Trump does not personally engage in buying or selling his own stocks. This statement comes amid scrutiny over the president's financial dealings, with critics questioning the transparency and potential conflicts of interest. Vance's defense aims to clarify the president's involvement in his financial portfolio management.

Meta has proposed offering limited free access to WhatsApp for AI chatbots developed by competitors. According to Jin10, this proposal includes charging competitors a fee once they reach a certain limit of messages sent to users. This move is seen as part of Meta's strategy to integrate AI technologies with its messaging platform, potentially impacting how AI chatbots interact with users on WhatsApp.

Significant financial movements have been detected on the prediction market Polymarket, according to ChainCatcher. A large investor has placed a single bet of $68,749.99 on the 'spread -5.5' for the Knicks vs. Cavaliers event. Based on the current transaction price, the latest corresponding probability of winning for this bet is 55%.

JPMorgan's annual Technology, Media, and Telecom (TMT) conference has sparked discussions around mergers and acquisitions (M&A) in the industry. Bloomberg posted on X, highlighting the event's focus on the evolving landscape of M&A activities. The conference, a key gathering for industry leaders, comes at a time when companies are navigating complex market dynamics. In addition to M&A discussions, the event has been abuzz with talk of SpaceX's potential initial public offering (IPO). The prospect of SpaceX going public has generated significant interest, with many investors eager to capitalize on the opportunity. The IPO is seen as a major development in the space industry, reflecting the growing interest and investment in space exploration and technology. As the TMT sector continues to evolve, industry experts at the conference are closely monitoring these developments, which could have far-reaching implications for the market. The discussions at JPMorgan's event underscore the importance of strategic planning and adaptability in the face of rapid technological advancements and market shifts.

Citigroup has stated that the outlook for oil in 2027 is highly unpredictable. According to Jin10, the bank's median expectation for oil prices is between $80 and $90 per barrel. This projection reflects the uncertainty in the global oil market, influenced by various economic and geopolitical factors.

Ripple has been ranked 16th on CNBC's 2026 Disruptor 50 list, underscoring its significant contributions to blockchain technology in real-world financial applications. According to NS3.AI, this recognition comes at a time when the AI industry is experiencing rapid growth, highlighting Ripple's continued influence and innovation in the financial sector.

Zerohash is reportedly seeking a new funding round with a valuation exceeding $1.5 billion. According to NS3.AI, this move comes after Mastercard decided not to invest in the crypto infrastructure firm. Earlier this year, Zerohash was in discussions to raise $250 million at a $1.5 billion valuation, opting to remain independent. In March, Mastercard shifted its focus and agreed to acquire BVNK for $1.8 billion, following the conclusion of acquisition talks with Zerohash.

The Commodity Futures Trading Commission (CFTC) and the Department of Justice (DOJ) have filed a lawsuit against Minnesota over a newly enacted law that is described as the first complete state ban on prediction markets in the United States. According to NS3.AI, the law is scheduled to be implemented on August 1. The federal agencies contend that Minnesota is attempting to regulate swaps that are traded on exchanges approved by the CFTC. This legal action intensifies an ongoing jurisdictional dispute involving platforms like Kalshi and Polymarket.

分散型金融（DeFi）の貸付分野における主導権は、プロジェクトの契約当事者から、リスク管理の決定権を握る専門的な運用主体へと徐々に移行しつつある。

Golden Financeは『Golden Web3.0デイリー』を創刊し、AI、DeFi、DAO、NFT、メタバース業界の最新ニュースをいち早くお届けします。

この13F報告書の背景にある論理は、具体的な需給判断にある。すなわち、AI拡大の制約条件が変化しつつあるということだ。

VISA、決済、ステーブルコイン、VISAがステーブルコイン決済を強化　暗号資産決済の確実性が高まる　金色財経、Web3の魅力は薄れたが、暗号資産決済は有望なビジネスになりつつある。

AIと半導体セクターが現在直面している根本的な矛盾は、ファンダメンタルズは依然として堅調である一方で、テクニカル面での圧力が蓄積し続けているという点にある。

マイクロソフトはOpenAIの筆頭株主であり、130億ドル以上を出資している。CEOのサティア・ナデラは、誰と会ってもAIの話をしている。

多くのDePINプロジェクトでは、未使用のリソースをDePINネットワークに接続することを想定しているが、実際には、未使用のリソースではネットワークから割り当てられたタスクを遂行することが全くできない。

わずか数ヶ月の間に、複数の主要メンバーが相次いでイーサリアム財団（EF）を去ったことで、もともと士気が低下していたイーサリアムコミュニティはさらに打撃を受けた。特に、現在のETH価格が比較的低迷している状況下ではなおさらである。

シリコンバレー、ひいては全米において、現在最も注目を集めている訴訟合戦といえば、間違いなく現在進行中のマスク対アルトマンの法廷闘争である。

トランプ政権下での人員削減をめぐる連邦裁判所の争いが、最新のAIスキャンダルへと発展した。これは、Anthropic社のAI「Claude」が生成した捏造された引用文が、公式の裁判書類に盛り込まれていたことを弁護士らが認めたためである。