Bitcoin is facing one of the most challenging U.S. Treasury yield backdrops in its history, crypto analyst Darkfost said in a social media post. According to ChainCatcher, Darkfost noted that while the U.S. federal funds rate and the U.S. dollar index have been higher in past cycles, long-term U.S. Treasury yields are currently staying elevated, with both 30-year and 10-year yields fluctuating in the 4.5% to 5% range. The analyst added that rising expectations of another rate hike within the year are keeping funding costs high and tightening liquidity conditions. Darkfost argued that in a high-yield environment, investors tend to favor lower-risk fixed-income assets, which can reduce the appeal of risk assets such as Bitcoin. The post also cited historical patterns suggesting that rising Treasury yields often coincide with tighter financial conditions and can weigh on Bitcoin’s price performance. The analyst said markets may be at a turning point, with the risk premium offered by risk assets relative to long-term Treasuries being compressed. However, Darkfost added that if the macroeconomic outlook becomes clearer and investors rebuild confidence in the bond market, inflows into bonds could help push yields lower, potentially widening risk premia again and improving conditions for Bitcoin and other risk assets. Darkfost said this adjustment process could take months and would largely depend on the direction of U.S. government policy and broader economic developments.

Bitcoin has seen rising inflows to exchanges while stablecoin liquidity has continued to flow out, worsening both supply and demand conditions and contributing to Bitcoin’s roughly 22% pullback from its May peak, CryptoQuant analyst Axel Adler said. According to ChainCatcher, Adler cited data showing Bitcoin’s 30-day net exchange flow has turned clearly positive at about +114,000 BTC, compared with net outflows of roughly -85,000 to -115,000 BTC in early May. He said the shift suggests the market has moved from an accumulation phase to a distribution phase. The indicator briefly climbed to around +167,000 BTC in early June, which Adler said points to more holders moving BTC onto exchanges, increasing potential selling pressure. At the same time, the 30-day moving average of stablecoin net flows has remained negative at about -$105 million. In early May, the metric was still positive in the range of about +$40 million to +$90 million, indicating stronger buying liquidity, but it turned negative after mid-May. Adler added that the stablecoin outflow widened in early June to roughly -$150 million to -$170 million, suggesting funds are leaving exchanges and reducing available buying power.

Tamim Haidar was sentenced to one and a half years in prison after stealing more than $800,000 from Wells Fargo. According to NS3.AI, Haidar pleaded guilty to embezzlement by a bank employee and two counts related to money transactions.

Zcash developers have resumed Orchard transactions after an AI-led security review found no additional serious issues in the protocol, according to Zooko Wilcox. According to NS3.AI, Wilcox said Anthropic’s Claude Mythos audit did not identify any more serious bugs in the Zcash protocol. Shielded Labs requested the AI security audit. Zcash developers had temporarily suspended Orchard transactions on June 3 after discovering a vulnerability affecting the shielded pool.

Iran’s Foreign Ministry spokesperson said the country’s negotiation team has no plans to visit Pakistan or Geneva in the coming days. According to Odaily, the spokesperson made the remarks in comments reported by Iran’s national news agency.

Bitcoin rebounded above $64,000 after Pakistan said a US-Iran peace deal could be finalized within 24 hours, easing recent geopolitical jitters. According to BeInCrypto, Pakistani Prime Minister Shehbaz Sharif said the sides were “closer to a peace deal than ever before,” with Pakistan preparing for an electronic signing once finalized and technical-level talks expected next week. BTC traded around $64,100, up about 1.2% to 1.4% in 24 hours, while the total crypto market rose about 1% to near $2.2 trillion.

Ripple CEO Brad Garlinghouse intensified criticism of JPMorgan CEO Jamie Dimon, accusing him of mischaracterizing the proposed CLARITY Act, a US crypto market framework. According to BeInCrypto, Garlinghouse said Dimon’s claims that the bill would reduce compliance and make it easier to “do bad things” are “not true,” calling it intentional misrepresentation or negligence. Dimon said, “We will fight the CLARITY Act.” BeInCrypto reported Congress faces a compressed calendar before the August recess, while Ripple is expanding into liquidity products, AI integrations for payments, and its RLUSD stablecoin initiative.

「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、その週の主要ニュース、相場・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。

レバレッジの上昇と減価償却の遅れが相まって、リスクが貸借対照表の外から信用システムへと波及している。

SpaceX、米国株、xStocksにおけるSpaceXのIPO割当が大幅に削減されたのは、仮想通貨業界を軽視しているからではない。金色財経によると、主要引受団が割当を急遽変更したのは今回が初めてではない。

世界最大規模のIPOの初日、暗号資産プラットフォーム各社では割り当てに関するトラブルが発生した。

予測、Polymarket、相場、仮想通貨の個人投資家はSpaceXに「ドタキャン」された？ 金色財経、過去24時間で、X上のインフルエンサーたちは何を話題にしていたのか？

契約書の公開停止は、単なる文書への注記作業ではなく、不可欠なセキュリティ管理のプロセスである。

Anthropicの最新モデル「Fable 5」と「Mythos 5」が再び物議を醸している。

20年以上の待ち時間を経て、マスクはついにSpaceXを株式市場に上場させた。

xStocksの上流引受会社が小売向け割当枠を大幅に縮小されたため、各参加プラットフォームに対してSpaceXの原株を全額引き渡すことが不可能となり、BybitやBinanceなど提携する複数の取引所は直ちに、決済を完了できず、一括返金を行うしかないと発表した。

金色財経は、仮想通貨・ブロックチェーン業界の朝刊『金色朝8時』第3088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お届けします。