The Reserve Bank of India’s short dollar book rose to a record $106.7 billion in May as the central bank used derivatives to defend the currency, according to Bloomberg.

ARK Invest research director Lorenzo Valente said a proposed OpenUSD stablecoin backed by a consortium of major financial and crypto firms faces significant structural and regulatory obstacles. According to ChainCatcher, Valente argued that entrenched network effects around USDC and USDT create a “cold start” liquidity problem that could make it difficult for a new stablecoin to secure trading pairs and broad adoption across exchanges, payment processors, and brokers. He also said decision-making could be slow and conflict-prone in a consortium of roughly 500 competitors, citing a lack of successful precedents for such governance. Valente added that regulatory and antitrust scrutiny could be high if large banks and card networks jointly issue a currency. Valente further questioned the project’s economics, saying a revenue-sharing model could leave issuers with too little retained capital to cover operating and marketing costs. He also said many partners’ commitments appear limited to non-binding letters of intent, while participants may continue supporting competing products rather than committing exclusively. Valente concluded that OpenUSD resembles a “DAO of competitors,” which could struggle to execute quickly and risk governance failure similar to early DAO projects. ChainCatcher reported that Circle’s U.S.-listed shares fell more than 17% in a single day amid the OpenUSD plan, and that ARK Invest bought shares following the drop.

암호화폐 거래소 OKX는 자율적인 AI 에이전트가 일자리를 찾고, 다른 AI 에이전트를 고용하며, 온체인에서 수익을 창출할 수 있는 온라인 마켓플레이스를 출시했는데, 이는 신흥 기계 간(M2M) 경제에 대한 업계의 역대 최대 규모의 투자 중 하나로 평가된다.

Vertiv Holdings Co. opened a factory in Malaysia, highlighting the rapid pace of AI infrastructure buildout in the Asia-Pacific region, according to Bloomberg.

dYdX’s official X account has continued posting a countdown and has now reached the final day. According to Odaily, dYdX has published a series of countdown posts since June 25, including “5 days,” “4 days,” “3 days,” “2 days,” and “1 day.” Earlier, dYdX said it would offer permissionless access to markets and announced the start of the countdown, adding that it expects to release related news tomorrow.

Anthropic said Fable 5 will roll out globally on its Claude platform tomorrow, according to 36Kr. The company said it will continue coordinating with the US government to expand access to the Mythos 5 model under its “Glasswing” program so more US-based and international partners can obtain usage permissions. Anthropic also said it will re-enable Fable 5 access on AWS, Google Cloud and Microsoft Foundry as soon as possible. Pro, Max, Team and Select Enterprise users will be able to access Fable 5, with usage capped at up to 50% per week through July 7, 2026.

Main funds recorded net inflows in the morning session into the basic chemicals, non-bank financials, computer, and pharmaceuticals/biotech sectors, while posting net outflows from telecom, electronics, power equipment, and building materials, according to 36Kr. On individual stocks, Haohua Chemical Science & Technology, TCL Technology, Do-Fluoride Chemicals, East Money Information, and Sanmei Co. saw net inflows of RMB 1.809 billion, RMB 1.658 billion, RMB 1.605 billion, RMB 1.599 billion, and RMB 1.505 billion, respectively. Net outflows were led by Sungrow Power Supply, Zhongtian Technology, Tianfu Communication, Huagong Tech, and Cambricon Technologies, with net selling of RMB 3.201 billion, RMB 1.826 billion, RMB 1.70 billion, RMB 1.653 billion, and RMB 1.474 billion, respectively.

Omdia data showed US PC shipments (excluding tablets) fell 7.0% year on year to 15.8 million units in Q1 2026, marking the biggest YoY decline since Q3 2023, according to 36Kr. Omdia attributed the downturn to sharp increases in PC memory and storage prices that constrained supply and raised costs, as well as a pull-forward in demand after the Windows 11 upgrade cycle ended, which led to a notable short-term drop in commercial demand. It also cited a base effect: shipments were elevated in Q1 2025 as enterprises stocked up ahead of expected tariffs, while in Q1 2026 channel inventory build was limited and mainly tied to anticipated memory price increases.

암호화폐 업계의 경우, 트럼프 행정부 하에서 행정부와의 경계가 사실상 사라졌다.

비자(Visa), 마스터카드(Mastercard), 코인베이스(Coinbase)를 비롯한 140여 개 기업이 미국 달러로 뒷받침되는 새로운 스테이블코인인 ‘오픈 USD(Open USD)’를 출시했다. 이 프로젝트는 수수료 없는 거래와 수익 공유 모델을 통해 테더(Tether)와 서클(Circle)에 도전장을 내밀고자 한다.

장기적인 추세를 살펴보면, 디지털 거버넌스의 핵심은 ‘혁신을 엄격히 통제’하거나 ‘발전을 방치’하는 데 있는 것이 아니라, 계층별 맞춤화, 상황별 맞춤화, 지역 간 협력에 있다.

CoinGecko는 2026년 암호화폐 거래소 전통금융(TradFi) 사업 보고서를 발표하며, 2025년 1월부터 2026년 5월까지 총 17개월 동안 주요 중앙화 거래소(CEX)와 탈중앙화 거래소(DEX)의 실물 자산 및 전통금융 상품 발전 현황을 정리했다.

애플은 기존 전략에서 벗어나, AI로 인해 공격자들이 선제 공격을 가할 수 있는 시간이 점점 줄어들고 있는 상황에서 보안 패치를 예정보다 앞당겨 서둘러 배포하고 있다.

2026년 2분기 디지털 자산 시황, 자금 흐름 및 거래소 거래 현황 분석

공식 보고서에 따르면, 2025년 트럼프는 암호화폐 분야에서 최소 12억 달러의 수입을 올렸으며, 이 중 World Liberty Financial의 토큰 판매를 통해 약 5.9억 달러를, 개인 밈 코인인 $TRUMP 프로젝트의 라이선스 수수료로 6억 달러 이상을 벌어들인 것으로 나타났다.

AI 산업 생태계의 견인 속에 미국 증시는 수년 만에 최고의 분기 실적을 기록했으며, 반도체주가 상승세를 주도했다. 같은 기간 금은 10여 년 만에 최악의 분기 실적을 기록했다. 그러나 높은 밸류에이션, 금리 인상 기조 전환, 지정학적 리스크가 겹치면서 시장은 미국 증시의 향후 전망에 대해 신중한 태도를 보이고 있다.

골든파이낸스가 암호화폐 및 블록체인 업계 아침 뉴스인 《골든 8시》 3106호를 발행하여, 가장 최신의 디지털 화폐 및 블록체인 업계 뉴스를 신속히 전해드립니다.