予測、Polymarket、1ヶ月で4人の幹部を次々と迎え入れる。幹部を次々と入れ替えるPolymarketは、一体何を懸念しているのか？ 金色財経、ワールドカップ終了後、Polymarketの月間アクティブユーザー数は半減した。

Elon Musk said on X that artificial intelligence could double U.S. economic growth next year from about 2% to 4%, or even higher. According to ChainCatcher, Apollo chief economist Torsten Slok estimated that U.S. AI-related capital spending could reach about 3% of GDP annually from 2027 to 2029. Moody's analysts said U.S. technology companies are expected to invest nearly $1 trillion in chips and data centers by 2027.

Gaza health authorities and Al-Shifa Hospital said Israeli airstrikes hit Gaza City and areas around the Jabalia refugee camp in northern Gaza on the 19th, killing two Palestinians. According to Odaily, the Israeli military had not responded at the time of reporting.

Strategy founder Michael Saylor said the digital asset industry would be better served by supportive rules from the SEC, CFTC, Treasury, and banking regulators than by the restrictions in the final CLARITY compromise. According to ChainCatcher, he said the safest path is to build products that satisfy customers, deploy them broadly, and protect ownership, require honest disclosure, punish fraud, and let entrepreneurs compete and grow. Saylor said the September CLARITY compromise would have limited covered providers to paying customers only for holding payment stablecoins, while allowing qualified activity rewards and directing the Treasury to restrict certain rewards if it determined community banks were experiencing significant harmful deposit outflows. He added that the GENIUS Act already includes limits on issuers paying interest and yield on stablecoins. He also said the CLARITY innovation sandbox would have capped participating firms at 25 employees and limited each committee to approving 20 projects per year. Saylor noted that the SEC provided conditional relief on September 17 for certain on-chain trading of tokenized stocks, while the CFTC chair has pledged to use existing authority if the bill remains stalled. Saylor said useful products should be scaled in 2027 and 2028, turning temporary relief into lasting rules. He said the goal is for 50 million U.S. voters to use digital financial products that improve their lives.

「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3187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。

Standard Chartered digital assets research head Geoff Kendrick said ARB is expected to reach $10 by the end of 2030, using a reference price of $0.14. He also set annual targets of $0.5 in 2026, $1.5 in 2027, $3.5 in 2028, and $6.5 in 2029. According to Odaily, Arbitrum's monthly revenue is expected to reach $5 million in September, more than five times higher than before Robinhood Chain launched. Robinhood Chain launched its mainnet on July 1 on the Arbitrum platform for tokenized assets and decentralized finance applications, and 10% of protocol net revenue is returned to the Arbitrum ecosystem under the Expansion Program, with 8% going to the ArbitrumDAO treasury and 2% supporting the Arbitrum Developer Guild. ARB is an ERC-20 governance token used to vote on ArbitrumDAO proposals and does not represent on-chain asset ownership or provide direct access to Arbitrum revenue. Standard Chartered said slower tokenization, competing blockchains, and ARB's lack of direct value capture are the main risks to its forecast.

Privacy-focused public blockchain Midnight is preparing to open smart contract deployment on its mainnet. According to Odaily, the project has not provided additional details in the source.

UBSは人工知能（AI）の設備投資予測を大幅に上方修正した。メモリコストの急騰が、今回の投資拡大を牽引する中核的な要因となっており、その影響はAI投資サイクルの構造と経済的論理を根本から変えつつある。

イーサリアムは、すでにトークン化金融の決済レイヤーとなっているのかもしれない。しかし、世界の金融市場を真に支えるためには、依然として解決すべき重要な課題が一つ残されている。それは「速度」である。

人工知能、技術、中国の新エネルギー車メーカーはこぞってAI企業を目指している。金色財経によると、彼らはこの10年間で積み上げてきた手札をすべて、次の勝負に賭けた。

OpenAIは、より高い評価額で新たな資金調達を完了しようとしている一方で、今後5年間のフリーキャッシュフローが大幅な赤字となる見通しであることを明らかにしており、長期的な資金繰りの圧力は軽視できない。

Robinhood、Coinbase、Circle、Coinbase、Robinhood、Circleが相次いで参入――トークン化資産の次の戦いはなぜ「分配」なのか？ 金色財経、3大発行業者には依然として「分配」という課題が残っている。

人工知能（AI）業界をめぐる規制を巡る論争は、政策の段階から法的な争いの場へと広がりつつある。

「ゴールデン・ウィークリー」は、ゴールデン・ファイナンスが提供する、ブロックチェーン業界の週間まとめコーナーです。その内容は、その週の注目ニュース、相場や先物データ、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。

「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3186号を発行し、デジタル通貨およびブロックチェーン業界に関する最新かつ最速のニュースをお届けします。