Goldman Sachs said Brent crude could approach $120 a barrel by the fourth quarter if disruptions in the Strait of Hormuz continue. According to NS3.AI, the bank said such a move would bring Brent close to the $126.41 intraday peak reached on April 30 during the US-Iran war. Goldman’s base forecast remains $80 in the fourth quarter and $75 next year.

China's Civil Aviation Administration will work to build an air cargo system that is accessible, resilient, safe, and reliable during the 15th Five-Year Plan period, vice director Han Jun said at a State Council Information Office briefing, according to 36Kr. He said the regulator will focus on opening international cargo channels, improving the efficiency and backup capacity of traditional markets, strengthening links with emerging-market hubs, and building an international route network that combines freighter and bellyhold capacity. It also plans to expand the cargo functions of aviation hubs, including Beijing, Shanghai, Guangzhou, Shenzhen and Chengdu, improve the role of specialized cargo hub airports such as Ezhou, support major export provinces in using hub airports to lift international air cargo capacity, upgrade airport cargo infrastructure, foster more diversified cargo carriers, and help Chinese freight airlines grow into integrated logistics providers. The plan also calls for lowering costs and improving quality and efficiency in air logistics.

Hungary’s central bank is expected to cut borrowing costs for a second straight month as subdued inflation gives policymakers room to continue easing, according to Bloomberg.

구글은 제미니(Gemini) 전용 AI 추론 칩인 ‘Frozen v2’를 개발 중이며, 모델 아키텍처를 실리콘 칩에 직접 집적함으로써 기존 TPU에 비해 추론 효율이 6~10배 향상될 것으로 예상된다. 이 설계는 일부 범용성을 희생하는 대신 더 높은 성능과 더 낮은 비용을 실현한다.

Strategy는 투자자들로부터 수억 달러를 계속해서 유치하고 있지만, 이번 주에도 여전히 그 자금 중 비트코인에 투자된 금액은 단 한 푼도 없었다.

According to Lianhe Zaobao citing CNN, the Trump administration is pressing Congress to approve additional Pentagon funding this summer as U.S. military operations against Iran continue to drain ammunition and cash, but several Republican lawmakers say the Defense Department has not clearly explained how the money would be used and are not yet convinced to back the plan. Pentagon officials this month briefed bipartisan House appropriations leaders in a closed-door session on the urgency of the request, but two people present said officials failed to provide meaningful detail when pressed, frustrating lawmakers from both parties. Defense Secretary Pete Hegseth has met with dozens of House members in recent days, and some key lawmakers were invited to Camp David, while Vice President JD Vance has lobbied Republican lawmakers in Congress to stress party unity. The Trump administration had earlier proposed a USD 1.5 trillion annual defense budget, including USD 350 billion in new funding, but House Republicans have so far put forward only a USD 95 billion package, with USD 60 billion for the Pentagon, USD 13 billion for intelligence agencies, and the rest for farm aid and election measures. Some Republicans questioned why the Defense Department is seeking more money so soon after receiving a large funding boost. Representative Brian Fitzpatrick said the department must explain its rationale after spending such a large sum in the short term. A Republican lawmaker who attended a nearly four-hour meeting at the Pentagon said the officials did not present a persuasive case. Lawmakers focused on defense warned that if Congress does not act soon, funds for the military's current operations could run out by mid-August.

Police received a report at about 9 p.m. from a female manager at a securities firm in World-Wide House, 19 Des Voeux Road Central, who said a male colleague had used the company account to invest without authorization and lost HK$150 million, according to Ming Pao. The case prompted online speculation that several brokers based in World-Wide House may have been involved. Sun Hung Kai & Co, whose head office is on the 9th floor of World-Wide House, later clarified that it is not the securities firm involved.

African policymakers are expected to keep interest rates elevated for longer as renewed hostilities between the US and Iran stoke fresh inflation fears, especially in countries that import more fuel than they produce, according to Bloomberg. The Bloomberg Economics report says the conflict risk could keep pressure on prices and complicate policy easing across the continent.

최근 전 세계 기술주들이 크게 하락한 반면, 비트코인은 큰 타격을 받지 않았는데, 그 이면에는 어떤 변화가 숨어 있는 것일까?

결제 업계의 30년 주기를 거치며 4세대가 한자리에 모였지만, 결제 사업으로 돈을 번 사람은 단 한 명도 없었다.

베트남은 2026년 9월 1일부터 무허가 플랫폼에서 암호화폐를 거래하는 개인에게 최대 5,000만 동(약 1,900달러)의 과태료를 부과할 예정이다. 이 규정은 거래자들을 규제 대상인 현지 거래소로 유도하기 위한 것이다.

BIP-110은 최근 비트코인 커뮤니티에서 가장 큰 관심을 받고 있는 프로토콜 관련 논란이다. Strategy의 창립자 마이클 세일러(Michael Saylor)는 최근 장문의 글을 통해 110가지 반대 이유를 제시했다.

사람들은 AI에 대해 이야기할 때 지능과 생산성 혁명에 초점을 맞추지만, 암호화폐에 대해서는 단순히 화폐, 금융 시장, 디지털 자산의 또 다른 영역으로만 여깁니다. 이러한 단편적인 시각은 더 큰 규모의 변화를 간과하게 만듭니다.

최근 발견된 한 악성코드 변종은 2050년으로 날짜가 지정된 Microsoft 365 캘린더 초대장을 비밀 채널로 활용해 해커의 명령을 수신하고 탈취한 데이터를 유출하고 있는데, 이 모든 과정이 마이크로소프트의 신뢰할 수 있는 인프라를 통해 이루어지고 있다.

인공지능, AI 에이전트, 토큰, WAIC 관찰: 70여 건의 행사와 한 발 앞서 찾아온 미래. 골든파이낸스, 소박한 질문이 결국 그 거창한 서사 중 얼마나 남을지를 결정한다.

미국 경제 운영의 논리는 연방준비제도(Fed)의 2% 인플레이션 목표라는 전제 하에, 달러의 구매력을 적절히 희석시켜 소비와 투자를 촉진하고, 국민이 심각한 재정적 손실을 입는 것을 방지하는 데 기반을 두고 있다. 그러나 이 이론의 논리는 현실에서 이미 무색해졌다.