Visa、Mastercard、Coinbaseなど140社以上が、米ドルを裏付けとする新たなステーブルコイン「Open USD」を立ち上げました。このプロジェクトは、手数料無料の取引と収益分配モデルを通じて、テザーやサークルに対抗することを目指しています。

Goldman Sachs said a hawkish Federal Reserve has replaced high oil prices as the U.S. dollar’s core source of support. According to Jin10, the bank said the European Central Bank is taking a wait-and-see approach on policy, while the Japanese yen faces difficulties tied to potential intervention. Goldman Sachs added that the euro and the yen have remained under short-term pressure in foreign exchange markets.

Japan Investment Corporation Senior Managing Director Yuka Hata said demand for capital is growing as Japan shifts its focus toward physical AI and deep technologies, according to Bloomberg. Hata added that Japan’s labor shortages have increased the need for AI-driven solutions, making the sector a key investment priority for JIC.

Glenmede’s investment strategy leaders said investors should expect the U.S. unemployment rate in June to remain unchanged at 4.3%, with nonfarm payrolls rising by about 87,000. According to ChainCatcher, the forecast was provided by Jason Pride, head of investment strategy, and Michael Reynolds, vice president of investment strategy at the private wealth management and investment firm. They said the projected job growth would be lower than May’s 172,000 increase, but would still represent a solid outcome given what they described as a labor market characterized by “low hiring and low layoffs.”

 According to Bloomberg, Asian equities edged lower as investors turned cautious after a rally in chipmakers and tech stocks helped propel them to their best quarter in 17 years. MSCI's regional equities gauge dropped 0.2%, snapping a two-day gain, with nine of 11 subgroups declining. Stocks in Japan and Taiwan rose, while South Korea's benchmark dropped 2.3%, with the Kospi falling as much as 3.9% as investor focus shifted to the resumption of the National Pension Service's domestic stock rebalancing after a temporary suspension through end-June. Hong Kong markets were closed for a public holiday. The quarter saw global equities deliver their best performance in almost six years, with Japan's Nikkei 225 gaining more than 37% — its best three-month performance on record — and South Korea's Kospi jumping almost 70%, the best advance since 1998. Brent crude rose 0.4% to $73.20 a barrel, reversing Tuesday's losses, even as the US said it had positive talks in Doha on a deal with Iran. The dollar strengthened for a second day while gold slipped 0.6%. The yen weakened 0.1% to 162.77 per dollar after falling to a 40-year low, with strategists increasingly pointing to 163 and beyond, arguing the Finance Ministry may tolerate a weaker yen than in 2024. Tuesday's US economic data showed job openings little changed in May and consumer confidence edging higher in June as lower gasoline prices offset job-market concerns. Steady employment and elevated inflation have raised wagers the Fed may need to raise rates later this year; officials next meet at the end of July after unanimously leaving rates unchanged at chairman Warsh's first meeting last month. JPMorgan Asset Management's Bob Michele said he sees the Fed raising rates "once or twice" next year but not engaging in a "dramatic hiking cycle." In corporate news, Nike shares fell about 1.5% in extended trading on a cautious outlook, Coles Group is in talks to buy Greencross Pet Wellness for up to A$4 billion ($2.8 billion), and the US government removed foreign access restrictions on Anthropic's Fable 5 AI model. 

長期的な傾向から見ると、デジタルガバナンスの核心は、「イノベーションを厳しく規制する」ことや「発展を野放しにする」ことにあるのではなく、階層に応じた対応、シナリオに応じた対応、地域間の連携にある。

SK Hynix (SKHX) fell as much as 6.3% after the market opened on July 1, following a modest rebound the previous day, according to Hyperinsight monitoring. According to BlockBeats On-chain Detection, SKHX was quoted at $1,655 on Hyperliquid, with 24-hour trading volume of $430 million, ranking first among TradeFi perpetual contracts. On-chain positioning leaned bearish, with open interest reaching $320 million. Large short positions had a notional size of about $111 million, around 1.44 times the size of large long positions at $76.9 million. The average entry price for longs was about $1,784.57, compared with about $1,649.88 for shorts. A major long trader identified as 0x9dc, using 2x leverage and opening the position on June 24 at $1,803.76, faced pressure as prices stayed elevated. The position size reached $31.68 million, making it the largest current long, and its unrealized loss expanded to $3.48 million over two days.

CoinGeckoは、2026年の暗号資産取引所のTradFi事業に関するレポートを発表し、2025年1月から2026年5月までの17ヶ月間にわたり、主要なCEXおよびDEXにおける実物資産や伝統的な金融商品の現状をまとめた。

Appleは従来の対応方針から一転し、AIの台頭により攻撃者が先制攻撃を仕掛けることができる時間がますます短くなっているため、予定より早くセキュリティ修正プログラムを急いで公開している。

2026年第2四半期のデジタル資産相場、資金動向、および取引所取引の概要を振り返る

公式報告書によると、2025年にトランプ氏は仮想通貨分野で少なくとも12億ドルの収入を得ており、そのうちWorld Liberty Financialのトークン販売による収入が約5.9億ドル、個人のミームコイン「$TRUMP」プロジェクトのライセンス料が6億ドルを超えた。

AI産業チェーンの追い風を受け、米国株式市場はここ数年で最高の四半期パフォーマンスを記録し、半導体株が大幅な上昇を牽引した。一方、同期間の金相場はここ10年余りで最悪の四半期となった。しかし、高止まりするバリュエーション、金融政策のタカ派転換、地政学的リスクが重なる中、市場は米国株式市場の今後の動向に対し慎重な姿勢を見せている。

「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3106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。

仮想通貨カードの決済規模が爆発的に拡大し、月間取引額が15億ドルを突破した。

「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。