SlowMist Chief Information Security Officer 23pds said Curl has fixed 18 security vulnerabilities involving authentication bypass, memory safety, and host verification issues. According to Odaily, 23pds wrote on X that one of the libcurl vulnerabilities had existed for about 25 years. 23pds said the risk affects a wide range of applications, SDKs, containers, firmware, gateways, and CI/CD environments that rely heavily on libcurl. The post recommended upgrading curl/libcurl as soon as possible and checking whether older versions of libcurl are in use, with particular attention to mTLS, proxy authentication, and connection reuse scenarios.

Robinhood said its prediction markets business is expanding quickly, with Chief Brokerage Officer Steven Quirk stating the company’s annualized revenue run rate has reached $500 million. According to Odaily, during the second quarter through June 25, Robinhood’s active contract trading volume totaled about 12.3 billion contracts. Based on a standard fee rate of $0.01 per contract, Robinhood’s prediction market revenue for the quarter is estimated to be at least $1.23 million. Odaily reported that Robinhood’s recently launched Rothera prediction market platform recorded more than 900 million trades in its first week, contributing nearly 60% of the increase in active contract trading volume. At the same time, Robinhood’s cryptocurrency trading volume declined amid weak institutional trading activity, and second-quarter crypto revenue is expected to be below $134 million. Odaily said prediction market revenue could surpass cryptocurrency revenue as soon as this quarter and become a faster-growing revenue source.

New World Development Co. and Ares Management Corp. cut unit prices by as much as 57% at an office-tower project in Hong Kong, highlighting stress in parts of the city’s commercial property market, according to Bloomberg. The project is part of a commercial complex in an industrial neighborhood and has become a flashpoint for a sector facing pockets of weakness even as the broader real estate market rebounds.

人工知能（AI）業界は依然として急成長を続けており、その勢いが衰える気配は微塵もない。しかし、ブロックチェーンとAIを組み合わせた分野の状況はまったく異なる。なぜ、この分野は同等の注目を集めることができなかったのだろうか？

SK Hynix (SKHX) and Samsung Electronics (SMSN) tokens on the Hyperliquid platform fell over the past 24 hours, with SKHX at $1,672, down about 3.5%, and SMSN at $208.7, down about 5.8%. According to BlockBeats On-chain Detection, Hyperinsight monitoring showed leveraged long positions—especially those opened near recent highs—were among the hardest hit during the sell-off. For SK Hynix, an address labeled 0x9dcf opened a 2x leveraged long on June 24 at $1,820.64 with a position size of $29.09 million. As prices retreated, the position showed an unrealized loss of about $1.77 million, roughly 16% of margin, including a single-day drawdown of $2.2 million. For Samsung, multiple long positions were also underwater, with several entries clustered around an average entry range of $217 to $226, all above the current price. The deepest loss was reported at nearly 40% of margin, and an address labeled 0x053f was said to have added a long position as recently as yesterday. Positioning in SK Hynix was described as overall bearish among large holders, with short notional exposure about 1.49 times long exposure. The average long entry was around $1,608, while the average short entry was around $1,654, leaving the current price between the two and pressuring both high-entry longs and low-entry shorts. The report said Samsung Electronics and SK Hynix announced chip capacity expansion plans on June 29 totaling 714 trillion won, with up to 1.43 quadrillion won over 10 years, but the news did not prevent continued selling. It also cited broader pressures, including South Korea not being selected for MSCI developed-market status, capital outflow concerns nearing a tipping point, the won falling to a 17-year low, U.S. PCE inflation rising to 4.1%—a three-year high—AI bubble worries, and macro headwinds. In addition, leveraged single-stock ETFs for Samsung and SK Hynix approved in May were said to have contributed to forced liquidations.

Tesla CEO and SpaceX founder Elon Musk, described as the world’s richest person, turned 55 on June 28, according to Ming Pao. His mother, Maye Musk, posted birthday wishes on social media and shared photos of a family gathering and a birthday cake.

米国国税庁がAIを対象とした初の税務実務指針を発表、規制の境界線が引かれたが、投資機会はどこにあるのか？

米国株、人工知能、金、SpaceX、米国株の高バリュエーションと複数のリスクが重なる――2026年半ばの市場分析　金色財経、2026年半ばの資産市場分析。

Anthropicとの対立において、米国政府は実質的に拒否権を有し、米国国民がどのAIモデルを利用できるかを決定する権限を持っていると主張している。Galaxy Researchは、この決定には誤りがあり、持続不可能であるとして、政府は関連政策を見直すべきだと指摘している。

「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3104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。

「金色週刊」は、金色財経が提供するブロックチェーン業界の週間まとめコーナーであり、その内容は、その週の注目ニュース、マイニング関連情報、プロジェクトの動向、技術の進展など、業界の最新動向を網羅しています。

6月24日、Anthropicの公式ブログに「Building effective human-agent teams」という新しい記事が掲載された。

6月27日午前、Anthropicは、同社の最強サイバーセキュリティモデル「Mythos 5」について、大手企業や政府機関を含む100以上の米国機関への再導入が米国政府により承認されたと発表した。一般向けバージョン「Fable 5」の「再開が間近」である。

Coinbaseは「智譜」と「月の裏側」をデフォルトモデルに設定し、利用量が指数関数的に急増する中、AI関連費用を「半減」させることに成功した。

5月初旬、米ドル高が進み、利上げへの期待が高まった時期こそ、世界市場におけるK字型分断が加速した転換点であり、その核心は、金融引き締めへの期待がAI以外の分野の需要に与えた打撃にある。