リップルの「XRPL AIスターターキット」は、StripeおよびTempoの「Machine Payments Protocol」に対応するようになり、AIエージェントがXRPおよびRLUSDを使用してサービスの代金を支払うことが可能になった。この決済ソフトウェアは現在ベータ版であり、商用顧客や決済取扱高についてはまだ発表されていない。

India’s central bank sold 500 billion rupees ($5.2 billion) of bonds under its open market operation program, according to Bloomberg. The Reserve Bank of India stepped up efforts to drain surplus cash from the banking system.

米連邦準備制度理事会（FRB）が3年ぶりに25ベーシスポイントの利上げを実施したことを受け、中国の株式・債券・為替市場は短期的に圧力を受けているが、国内政策と人民元の動向には依然として独立性がある。

米連邦準備制度理事会（FRB）の利上げにより、世界的に高金利が継続する中、金は中長期的な下支えを受けている。中国の金融政策は引き続き堅調さを維持する見通しだ。

Huawei has released a new computing architecture for the AI era called Peerium. According to PANews, Huawei said the Peerium computing architecture is based on nested parallelism, unified memory addressing, and equal interconnection to support strong scalability for processors at the million-unit level.

Investors are watching food prices as a potential new source of inflation pressure for global bonds after this year’s selloff in debt markets, according to Bloomberg. Energy prices have been the main drag on bond markets this year, but traders now worry the next inflation spike could come from food.

Peru’s central bank governor, Julio Velarde, has been confirmed for a new term, according to Bloomberg. He has served under 10 presidents in one of the world’s most politically turbulent countries and remained an anchor of economic stability through successive governments.

According to CNBC, Barclays strategists said U.K. equities offer attractive opportunities for investors looking to ride out volatility in global stocks, calling the market cheap and describing British shares as an unloved place to hide. They said near-term AI and oil concerns may support the FTSE 100, while depressed valuations, especially in domestic names and FTSE 250 stocks, continue to provide a cushion. The strategists said those stocks trade at about a 20% discount on a price-to-book basis and cited strong M&A activity as evidence that U.K. assets remain undervalued and strategically attractive. Barclays kept high conviction in U.K. industrials, financials, utilities, real estate and selective consumer names, and named Rentokil, Trustpilot and Shawbrook as its top picks with the biggest upside potential. Helen Jewell, international chief investment officer for fundamental equities at BlackRock, said the U.K. is a useful diversifier and highlighted banks, miners and other valuation-driven opportunities. She said her team remains overweight mining companies, pointing to elevated copper prices, and noted that some U.K. stocks have been hit because they are seen as part of the AI loser basket. UBS strategists said the U.K.'s improving earnings outlook should support equities and raised their 2026 earnings growth forecast for the country to 16% from 11%. UBS kept a Neutral rating on U.K. stocks but said it expects earnings growth to remain robust at 9% in 2027 and favors banks, industrials, consumer discretionary and health care.

Nasdaq 100 futures, which are heavily weighted toward technology stocks, widened gains to 1.1%. According to Sina Finance, the Fed's policy outlook reassured investors and led them to believe it would continue efforts to curb inflation, while bond yields eased. S&P 500 futures rose 0.8%, and the 10-year U.S. Treasury yield was slightly below 5%.

Japan's main banking industry group warned that government bond yields could continue to rise, creating risks of asset write-downs and weaker profits. According to Sina Finance, Japan Bankers Association President Masahiko Kato said at a Thursday news conference that continued increases in Japanese government bond yields could lead to asset impairment and actual losses. Kato said banks may wait to add more Japanese government bonds until the yield outlook becomes clearer and policy rates reach a peak. Japan's financial regulator chief said this month that he is closely watching whether banks are properly managing risks from rising interest rates across bond holdings, corporate lending, and ultra-long mortgage loans.

Gabriel Makhlouf said the European Central Bank could raise rates in October if conditions require it. According to Sina Finance, the ECB Governing Council member said policymakers will decide borrowing costs based on actual conditions, and he did not rule out any policy option at future meetings. Makhlouf said the ECB's meetings are dynamic in periods of uncertainty and that no action can be ruled out in advance. He also said market expectations may not be right and that current data have not yet reached the ECB's desired level. According to Sina Finance, people familiar with the matter said policymakers believed another rate hike could come as early as October after this month's rate decision, while economists generally see the December meeting as more likely to bring action. Makhlouf made the remarks in Dublin before a meeting of European finance ministers and central bank governors.

CLARITY法案の手続き上の採決が頓挫し、複数の論争により、米国の暗号資産規制の統一に向けた道筋は引き続き先送りとなった。

費用に関する提案が可決され、USDeの供給量が75億ドルに戻ったことを受け、Ethenaは収益を用いてENAを買い戻す予定である。

韓国の警察は、予測市場に合計176億ウォン（1,270万ドル）を賭けたとして、Polymarketの利用者26人のうち18人を違法賭博の疑いで検察に送致しました。 利用者側は、ポリマーケットの契約は満期前に取引できるため、暗号資産デリバティブに近いと主張しているが、当局はこれらの賭けが韓国の賭博法の適用対象になると述べている。

エチオピアでは、干ばつが深刻化する中、減少する水力発電の電力を配給制とし、一般家庭や製造業を優先せざるを得ない状況にあるため、ビットコインのマイナーは契約した電力供給量のわずか23％しか受け取れていない。

Cloudflareの認証を装った詐欺が、ミームコインのトレーダーを標的にし、彼らを騙して自分のコンピューター上で悪意のあるコマンドを実行させようとしており、あるトレーダーは約60万ドルの損失を被ったと報じられている。

利上げ自体はもはや重要ではなく、重要なのは今後の政策のペースや金利の動向に対する予想である。

顔はファンダメンタルズではないが、情報の非対称性の下でコミュニティが即座に読み取れる唯一のシグナルである――これこそが、暗号資産市場の最も残酷な側面だ。