Iron ore advanced, with futures briefly topping $100 a ton, after China’s state-backed buyer China Mineral Resources Group (CMRG) signaled it planned to restrict some Fortescue Ltd. inventories held at mainland ports, according to Bloomberg.

UBS Wealth Management’s Hartmut Issel said the firm remains “slightly overweight” semiconductor stocks and sees “absolutely no sign of any let up” in overall demand for AI, according to Bloomberg.

ロビンフッドは、Arbitrum上に構築されたイーサリアムのレイヤー2ネットワーク「Robinhood Chain」のパブリックメインネットをローンチするとともに、トークン化された株式、分散型レンディング、AIを活用した取引ツールなどの新製品も発表した。

Bitwise Chief Investment Officer Matt Hougan said Strategy’s role in the Bitcoin market has undergone a major change, arguing that its long-running phase of one-way accumulation is likely over. According to Odaily, Hougan said Strategy had for years been one of the most important Bitcoin buyers globally, consistently providing demand on the long side. Hougan said Strategy is expected to trade Bitcoin more flexibly based on market conditions going forward, while not engaging in large-scale selling. He added that existing mechanisms would not force Strategy to sell billions of dollars’ worth of Bitcoin each year. Hougan said that if Bitcoin enters a bull market, Strategy is still likely to return to being a net buyer. However, he said Strategy’s influence on the Bitcoin market in the next cycle is expected to be lower than in the previous cycle.

Cardano wallet provider SecondFi has launched an asset recovery wallet check tool that lets users make an initial assessment of whether their wallets may have been affected. According to Foresight News, SecondFi said the addresses currently shown in the tool are based on its preliminary review data related to a security incident and are not final. SecondFi added that the displayed address list may be incomplete and may not represent a complete or final set of affected addresses.

Asian shares fell on Thursday as investors rotated out of chipmakers after a strong quarter, while currency and bond markets positioned ahead of U.S. jobs data that could signal the risk of interest rate hikes, according to RTHK. In Hong Kong, the Hang Seng Index opened up 190 points, or 0.83%, at 23,071. The China Enterprises Index rose 54 points, or 0.73%, to 7,613, and the tech index gained 56 points, or 1.25%, to 4,528. Mainland China markets opened lower, with the Shanghai Composite down 58 points, or 1.42%, at 4,054. The Shenzhen Component fell 390 points, or 2.41%, to 15,729, while the ChiNext Index dropped 125 points, or 2.94%, to 4,135. Japan’s Nikkei opened down 435 points, or 0.62%, at 70,039 and later fell as much as 711 points, or 1.01%, to 69,763 before noon. South Korea’s Kospi opened down 370 points, or 4.46%, at 7,933 and later was down 239 points, or 2.88%, at 8,064 before midday. RTHK said foreign investors sold Asian equities at the fastest pace in at least 16 years in the first half of 2026, as an AI-driven rally prompted profit-taking in major winners such as South Korea. Markets are focused on U.S. non-farm payrolls data due on Thursday. Economists polled expect job growth of 110,000 for June, with forecasts ranging from 25,000 to 200,000, and the unemployment rate seen steady at 4.3%.

According to the announcement from Binance, Binance Pay will run a promotion with linkex.ai that offers eligible Binance Pay users 10% bonus credits when purchasing platform credits on linkex.ai using Binance Pay. The promotion period is scheduled for 2026-07-02 00:00 (UTC) to 2026-08-01 23:59 (UTC). Binance said the offer is limited to the first 10,000 eligible users who complete a valid transaction during the promotion window, with eligibility determined on a first-come, first-served basis based on Binance’s and/or linkex.ai’s records. Transactions that are canceled, refunded, reversed, or otherwise deemed invalid will not qualify. Promotion Details: Binance stated that eligible users who purchase platform credits on linkex.ai and complete payment using Binance Pay will receive 10% additional platform credits on qualified transactions. The announcement provided an example indicating that a purchase of 100 credits would result in 110 credits in total. Eligibility Requirements and Limits: Binance said only users who complete identity verification and confirm participation during the promotion period can qualify. The promotion is not available in multiple jurisdictions listed in the announcement, and Binance noted that products or features referenced may not be available in some regions. Reward Issuance and Validity: Binance said the bonus credits are issued and fulfilled by linkex.ai, and that linkex.ai bonus credits will be valid for 12 months from the date of issue.

人工知能、LLM、Anthropic、OpenAI、A16Z、深層分析｜A16Zパートナーとの対談：大規模モデルにはネットワーク効果がなく、最終的には通信事業者と同様に「通信料」を稼ぐだけになる 金色財経、基盤モデルは製品ではなく、その価値は最終的に上流へと移行する。

人工知能、計算能力、Meta、チップ、Metaが下した決断、ストレージ価格の急落、金色財経――あるニュースが、チップの「恒久的な不足」という通説を打ち砕いた。

ヨーロッパは再び、その巨大な官僚制度のせいで足を引っ張られ、AIおよび関連するサプライチェーンは事実上排除されてしまった。暗号資産市場においても、規制が最も厳しく、分け前が最も少ない状況にある。

ウォッシュ氏は、FRBの膨大なバランスシートはすでに財政政策手段に近い性質を帯びており、通常の規模に戻すには長期的なプロセスが必要となる一方、金利は引き続き政策の主役であり続けると述べた。ウォール街では、本格的なバランスシート縮小が始まるのは早くても2027年になると見込まれている。

STRCの価格の激しい変動は、仮想通貨のサイクルにおいて自然かつ重要な一環である。市場はすでに底値に近づいている可能性がある。

「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3107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。

2011年、ビットコインは初めて2つの世界に同時に存在することになった。一方の世界では、ハッシュ、秘密鍵、ブロック、計算能力、最長チェーンが話題となり、もう一方の世界では、取引所、麻薬、寄付、法執行、パスワード漏洩、ユーザーの被害、世論が話題となっていた。

「金色財経」は『金色Web3.0日報』を創刊し、AI、DeFi、DAO、NFT、メタバース業界に関する最新かつ最速のニュースをお届けします。

ステーブルコイン、Circle、OUSD、CircleからOUSDへ：ステーブルコイン分野における攻防の戦略　金色財経、ステーブルコインという分野において、誰がネイティブなスタートアップチームなのか？