Goldman Sachs expects AI-related capital spending to approach $800 billion in 2026, a level it says could create a potential inflation challenge for the U.S. Federal Reserve. According to NS3.AI, TrendForce estimates the nine largest cloud providers will spend about $830 billion in 2026, up roughly 79% from the previous year. The report also noted weakness in crypto markets, with Bitcoin sliding to around $63,600 by June 4. It added that Bitcoin ETFs recorded an 11-session streak of net outflows totaling about $3.45 billion.

Meta is rolling out creator payouts in USDC in Colombia and the Philippines, with expansion to more than 160 countries expected by the end of the year. The move shifts nearly $3 billion in annual creator payouts toward onchain settlement, according to CoinDesk, but creators still face fees, delays and compliance hurdles to convert USDC into local currency via wallets, exchanges and domestic banking rails. The column contrasts Meta’s approach with card networks embedding stablecoins into existing infrastructure, citing Mastercard’s $1.8 billion acquisition of BVNK and Visa’s partnership with Bridge.

A person familiar with the matter said tech investor Sriram Krishnan, who has helped shape the Trump administration’s pro-industry AI policy, planned to leave the White House at the end of this month to start an outside organization aimed at influencing technology policy. According to Jin10, Krishnan was one of the architects of the administration’s “AI Action Plan,” which laid out an approach to easing regulation of new technologies and promoting nationwide data center construction. The source said he also helped draft an executive order intended to limit states’ ability to regulate AI. However, advanced AI models such as Anthropic’s Mythos have demonstrated an ability to identify software security vulnerabilities, raising concerns among senior government officials about the risk of cyberattacks. The concerns have prompted some officials to reassess the looser regulatory approach promoted by Krishnan and others, the source said.

SpaceX is set to price what it calls the largest IPO in history next week at a valuation near $1.77 trillion. According to BeInCrypto, the filing shows SpaceX was profitable until an all-stock xAI merger closed in February, flipping 2025 results to a $4.94 billion net loss from $791 million net income in 2024; it then posted a $4.28 billion Q1 2026 loss. The IPO is pitched at $135 per share, about 94 times 2025 revenue of $18.7 billion, with Starlink subscribers rising to 10.3 million by March 2026 while ARPU fell to $66 from $99 in 2023.

Goldman Sachs partner and head of Americas equities execution services John Flood said the sharp drop in U.S. stocks on Friday represented a buying opportunity on weakness, describing the pullback’s technical profile as more consistent with a healthy correction. According to Odaily, Flood said the decline was mainly driven by profit-taking ahead of the weekend and expectations of increased new share supply. He added that the recent retreat looked like a normal correction within a bull market rather than a trend reversal. Flood said markets remain concerned about inflation pressures, Iran-related geopolitical risks, and potential uncertainties in private credit markets, which he said indicates investors have not become overly optimistic. Flood also said there is a clear path for the S&P 500 to reach 8,000 this year, adding that there are not many opportunities to buy the dip this year. He said historically, buying when the S&P 500 pulls back 2% has typically generated returns.

JPMorgan Chase, Bank of America, Citigroup and other major lenders plan to launch a shared tokenized deposit network through The Clearing House by the first half of 2027, enabling 24/7 blockchain-based settlement of bank deposits. The initiative aims to counter stablecoins such as Circle’s (CRCL) USDC and Tether’s USDT by keeping customer funds within the regulated banking system while offering similar speed and efficiency for payments and transfers, according to CoinDesk.

Bitcoin’s daily relative strength index (RSI) has fallen to about 15.5 after dropping roughly 30% over the past month, marking its lowest level since the March 2020 pandemic-driven market crash and indicating extremely oversold conditions. According to ChainCatcher, analysis said similar RSI levels appeared during the 2020 pandemic selloff and a February 2026 correction, which were followed by rebounds of about 50% and 30%, respectively. The report said bulls are still holding the $60,000 support level. If that support remains intact, Bitcoin could see a technical rebound in the coming weeks toward around $70,650, near the 20-day exponential moving average (EMA). If Bitcoin breaks below $60,000, it may fall further toward the mid-$50,000 range. ChainCatcher also reported that Bitcoin short-term holders’ realized profit-and-loss ratio has dropped to a record low, suggesting many recent buyers are exiting at a loss and sentiment is nearing panic. Crypto analyst Scott Melker said about 5.3 million long-term held bitcoins are currently in unrealized losses, a larger amount than during the FTX collapse and the highest since the March 2020 selloff. Melker added that sentiment tends to move closely with price, noting traders were highly optimistic at May’s peak but turned extremely pessimistic when Bitcoin fell on June 3, and that such conditions “usually” suggest a bottom may be near.

‘골든 위클리’는 골든파이낸스가 선보이는 주간 블록체인 업계 요약 코너로, 한 주간의 주요 뉴스, 시세 및 선물 데이터, 채굴 업계 정보, 프로젝트 동향, 기술 발전 등 업계 소식을 다룹니다.

Bitmine 회장은 DeFi와 AI가 이더리움 네트워크의 가치를 1조 달러 규모로 끌어올릴 것이며, 현재 가격은 “미래 옵션의 할인된 가격”이라고 밝혔다.

미국 주식, 비트코인, 투자, 미국 주식 시장 붕괴? 비트코인을 매수할 기회일까? 골든파이낸스, 지난 24시간 동안 X(구 트위터)의 인플루언서들은 어떤 이야기를 나누었을까?

미국 반도체주가 급락하면서, AI 수요 전망에 대한 시장의 낙관적 기대감이 크게 흔들리고 있다.

본 논문은 29개 암호화폐 퍼페추얼 선물 시장의 크로스 플랫폼 리드-래그(lead-lag) 관계를 분석하고, Perp DEX의 아키텍처를 심층적으로 고찰하였다.

시황, 암호화폐 시장, BTC, 이번에는 왜 비트코인이 다시 200주 이동평균선으로 돌아왔을까? 골드파이낸스, 다시 말해, 가격 하락폭이 자금 유출 속도보다 훨씬 컸다.

2026년 6월 3일 기준, 마이크로스트래티지(Strategy/MSTR)는 843,706개의 비트코인(시가총액 약 531억 달러)을 보유하고 있으며, 동시에 67억 달러 규모의 전환사채와 155억 달러 규모의 영구우선주를 부담하고 있어, 연평균 이자 지급 의무는 약 17.12억 달러에 달한다.

시황, 암호화폐 시장, BTC, 비트코인 6만 달러 선 붕괴, 골든파이낸스, 암호화폐 시장에 더욱 거센 폭풍이 몰아치고 있다.

2개월간 이어져 온 전 세계 AI 강세장이 큰 타격을 입었다. 금요일 필라델피아 반도체 지수가 10% 이상 급락하며, 하루 만에 시가총액이 1조 달러 이상 증발했다.

데이터센터 반대 시위가 전 미국을 휩쓸고 있다. 버몬트주에서 오클라호마주까지, 인디애나주에서 캘리포니아주까지, 각 지역 사회는 기술 업계가 자신들의 지역 내 데이터센터를 무분별하게 확장하는 것을 막기 위해 힘을 모으고 있다.