Web 4.0は単なる技術革新ではなく、社会構造と経済モデルに対する深い変革である。

Germany's ruling coalition plans to reduce the framework agreement amounts with defense companies Helsin and Stark to 1 billion euros each. According to Jin10, this decision reflects a strategic adjustment in defense spending. The move comes amid broader discussions on budget allocations and defense priorities within the coalition. The reduction in agreement amounts indicates a shift in focus, potentially impacting future defense projects and collaborations. The decision aligns with Germany's ongoing efforts to balance fiscal responsibility with national security needs.

Ethereum co-founder Vitalik Buterin has expressed support for Anthropic in its opposition to the White House's push for military access to AI technology. According to NS3.AI, Anthropic is resisting efforts to provide the U.S. military with extensive access to its AI models, a move that could lead to the company being labeled a supply chain risk or facing actions under the Defense Production Act. A recent report from Citrini Research highlights the potential for an AI-driven dystopia by 2028, sparking investor concerns over possible job losses and market instability.

AIエージェントが自ら働き始め、ブロックチェーンが機械経済の基盤通貨となり、現実と仮想の境界がますます曖昧になる中、Web 4.0の波が押し寄せている。

Morgan Stanley has raised its price target for Nvidia stock to $250, citing expectations of strong fourth-quarter results and ongoing demand for AI computing. According to NS3.AI, the investment bank emphasizes Nvidia's forthcoming next-generation AI supercomputer, Vera Rubin, which is anticipated to offer significantly enhanced performance. Nvidia shares are currently trading at approximately $192, indicating a potential upside of around 30%, presenting a promising opportunity for investors.

Australia's fiscal budget has proposed including precious metals and certain commodities as eligible investment projects for tax incentives. According to Ming Pao, this initiative aims to attract more capital into commodity-related industries and benefit the real economy, such as the logistics sector. The proposal suggests aligning these investments with tax incentives for 'qualified commodity traders.' The accounting body emphasizes the importance of thorough consultation with the industry on the details of the proposal. This includes defining 'specific' single investor funds and the scope of particular commodities. Overall, the new proposal is expected to encompass a broader range of funds and family office operations, enhancing the practical applicability of the tax measures.

European Commission President Ursula von der Leyen is scheduled to meet with the President of Switzerland on Monday. According to Jin10, this meeting is part of ongoing diplomatic engagements between the European Union and Switzerland. The discussions are expected to cover various bilateral issues and strengthen cooperation between the two entities. The meeting underscores the importance of maintaining strong relations and addressing mutual concerns in the region.

Temenos shares rose following the company's decision to raise its mid-term guidance. Bloomberg posted on X that the software firm addressed concerns regarding the potential impact of artificial intelligence on the industry. The move suggests confidence in its strategic direction and market position, despite ongoing debates about AI's influence on the sector.

Alibaba is intensifying its efforts in the software coding tools sector by providing affordable access to some of China's leading AI models. Bloomberg posted on X, highlighting the company's strategic move to enhance its presence in the artificial intelligence domain. This initiative is part of Alibaba's broader strategy to leverage AI technology and expand its influence in the tech industry. By offering these tools at a lower cost, Alibaba aims to attract more developers and businesses, thereby strengthening its position in the competitive AI market. The company's focus on AI reflects a growing trend among tech giants to invest in advanced technologies to drive innovation and growth.

Australia's central bank Governor Michele Bullock has expressed that evaluating the current economic situation is more challenging compared to previous times when interest rates were being increased. Bloomberg posted on X, highlighting Bullock's cautious approach to monetary policy. This statement underscores the complexities faced by the Reserve Bank of Australia in navigating the economic landscape amid evolving conditions.

A coalition of asset managers committed to achieving net zero emissions has resumed its activities after halting operations last year due to a series of U.S. departures. Bloomberg posted on X that the alliance, which aims to guide investment strategies towards sustainability, is now back on track. The group had faced challenges when several American firms withdrew, citing regulatory uncertainties and political pressures. Despite these setbacks, the alliance is determined to push forward with its environmental goals, emphasizing the importance of global cooperation in addressing climate change. The renewed efforts reflect a growing trend among financial institutions to integrate sustainability into their investment practices, aligning with broader environmental objectives.

The federal government has stepped in to address a significant sewage spill affecting the Potomac River. Bloomberg posted on X, highlighting the environmental impact of the spill and the urgency of the clean-up efforts. The spill has raised concerns among local communities and environmental groups, prompting federal authorities to take action. Efforts are underway to mitigate the damage and prevent further contamination of the river, which is a vital water source for the region. The involvement of federal agencies is expected to expedite the clean-up process and ensure that necessary resources are allocated to address the situation effectively. Local officials and environmental experts are collaborating with federal teams to assess the extent of the spill and implement measures to restore the affected areas. The incident underscores the importance of maintaining infrastructure and monitoring environmental hazards to prevent such occurrences in the future.

MoonPayは「MoonPay Agents」をリリースした。これはAIシステムがウォレットの作成、資金の保管、資金投入後の暗号資産取引を人間の介入なしに実行できるツールである。本プラットフォームはMoonPay CLIを基盤として構築され、取引、スワップ、定期支払い、マシン間取引をサポートしつつ、資金管理権限をユーザーの管理下に維持する。

ストライプが競合のペイパル買収を検討していると報じられている。かつて金融テクノロジー業界を席巻したこの大手企業は、激化する競争、経営陣の交代、そして2021年のピーク時から85％も急落した株価に直面している。

ゴールドマン・サックスのレポート『HALOの影響力』は、AI時代において市場が「拡張可能な軽資産」から「複製困難な実体資産」へと移行していると指摘している。

資金が「まだブロックチェーン上に残っている」と知りながら、公安機関に差し押さえ・凍結・処分を完了させることは困難である。

韓国で起きた仮想通貨投資をめぐる紛争が殺人未遂事件に発展した。検察当局は39歳の男性が、81万1000ドル相当のビットコイン損失を巡り、ビジネスパートナーに毒を盛ったとして起訴した。

ビットディアは2026年2月20日までに、保有するビットコインを全て売却し、自社所有残高をゼロに削減した。同社はこの措置により、データセンターの拡張、AIプロジェクト、新たなマイニングハードウェアへの資金調達が可能になると述べている。

過去1年間ビットコインの価格が低迷したにもかかわらず、その採用曲線は全く異なる物語を語っている。

コインベースは全米ユーザー向けに株式とETFの取引を開始した。これによりユーザーは暗号資産と並行して株式を売買でき、1つのアプリで週5日・24時間体制で手数料無料の取引が可能となる。同社はヤフーファイナンスとも提携し、市場ページから直接取引できる機能を提供。将来的にはトークン化された株式の提供も計画している。