기계 결제 경로에서 자율 조달 네트워크에 이르기까지, ‘누가 구매자에게 장비를 공급할 것인가’를 둘러싼 인프라 전환이 이루어지고 있다.

According to CNBC, investors facing higher rates and inflation are looking beyond traditional bonds for income, with advisors shifting toward lower-duration alternatives such as ultra-short bonds and other yield-generating assets. The article cites insurance-linked securities, master limited partnerships, covered call ETFs, dividend-paying stocks, REITs, preferred stocks, asset-backed securities and merger arbitrage as possible options, while noting that each comes with tradeoffs such as higher volatility, interest-rate sensitivity, liquidity risk or deal risk. Among the examples cited, Paul Karger of TwinFocus Capital Partners favors catastrophe bonds, with his firm allocating 3% to 5% to cat bonds in almost all portfolios through mutual funds. The Victory Pioneer CAT Bond Fund (CBYYX) recently surpassed $2 billion in assets under management, while the Brookmont Catastrophic Bond ETF (ILS) had a year-to-date total market return of 5.57% as of August 31 and a net expense ratio of 1.58% as of June 30. The article also points to dividend ETFs including Capital Group Dividend Value ETF (CGDV), Fidelity High Dividend ETF (FDVV) and JPMorgan Dividend Leaders ETF (JDIV), as well as REIT ETFs such as Dimensional US Real Estate ETF (DFAR), Schwab US REIT ETF (SCHH) and SPDR Dow Jones Global Real Estate ETF (RWO).

Crypto trader Bonk Guy said the near-term market could become more difficult and choppy unless tomorrow's U.S. CPI release materially changes the market's trajectory. According to Odaily, he said on-chain market volatility deserves close attention and that the current environment could last into the fourth quarter, while frequent rotation into new trading pairs and liquidity shifts is the easiest way to lose capital. Bonk Guy added that investors should avoid constantly changing positions, focus on assets they favor most, and use pullbacks to add to holdings, especially assets that have recently shown strength. He said the current rally is not over and that the market may only need a period of adjustment and digestion before a potentially larger move in the fourth quarter.

Aave founder Stani Kulechov said he has submitted comments to the UK tax authority, HM Revenue and Customs (HMRC), proposing improved tax treatment for crypto-backed lending and stablecoins. According to Foresight News, he also suggested including stablecoins in individual savings accounts (ISAs), which could allow millions of UK ISA users to receive tax benefits when lending stablecoins in the future.

European bonds extended their selloff after European Central Bank President Christine Lagarde flagged inflation risks, according to Bloomberg. Investors are also worried about elevated energy prices.

According to CNBC, stocks fell after renewed inflation concerns tied to rising oil prices pushed Treasury yields higher, with U.S. oil above $100 per barrel and the 10-year Treasury yield climbing above 4.9% to its highest level since November 2023. Since the Aug. 13 monthly meeting through Wednesday's close, the Dow Jones Industrial Average fell 2.7%, while the S&P 500 and Nasdaq each lost 2.1%. Salesforce rose 21.3% after reporting better-than-expected revenue and an upbeat outlook, while Meta Platforms gained 9.9% after agreeing to an $18 billion settlement with attorneys general and after the release of Muse Spark 1.3. Micron advanced 8.2% as investors focused on stronger AI memory demand and tighter supply. On the downside, TJX Companies fell 18% after a rare execution miss at Marmaxx, FedEx Freight dropped 17.9% amid tariff and oil-price concerns, and Palo Alto Networks declined 15.4% despite strong quarterly results.

골든파이낸스가 《골든 Web3.0 일간지》를 발행하여 AI, DeFi, DAO, NFT 및 메타버스 업계의 최신 소식을 가장 빠르게 전해드립니다.

일본 국채 수익률이 30년 만에 처음으로 3%를 돌파하면서 전 세계적으로 경각심을 불러일으키고 있다.

Anthropic의 상장 직전, 주목할 만한 AI 토큰.

약 3억 2천만 달러 규모의 비정상적인 인출이 Liquid Network를 논란의 중심에 세웠다.

LAPTOP은 일부 TRUMP 손실 주소들에 2% 토큰을 지급했는데, 마치 지난번 실수를 만회하려는 듯했다. 하지만 극히 부족한 초기 유동성과 불균형한 토큰 분배로 인해, 피해자들은 다시 익숙한 ‘셀럽 코인’ 함정으로 빠져들게 되었다.

코인-토큰 페어링은 더 이상 단일 퍼블릭 체인만의 고립된 현상이 아니라, Robinhood Chain, Solana, BNB Chain 등 세 개의 주요 퍼블릭 체인이 거의 동시에 도입한 업계 차원의 트렌드입니다.

베센트는 이번 주 엔화 숏 포지션을 억제하기 위해 대대적으로 발언을 내놓았으며, 동시에 미국 국채 환매 한도를 60억 달러로 확대했다. 그 결과 엔화 가치는 상승했으나, 미국 국채 가격은 하락했다.

진정한 시험은 ZEC가 또다시 사상 최고가를 경신할 수 있느냐가 아니라, 매도 세력이 더 이상 손절매에 내몰리지 않고 이익 실현 매물이 나오기 시작했을 때, 시장이 오늘의 가격으로 이를 받아줄 의향이 있느냐는 점이다.

공격자들은 비트코인을 악용하거나 지갑을 해킹하거나 암호화 방식을 무력화하지는 않은 것으로 알려졌다. 이들은 신뢰받는 기업을 사칭해 피해자를 속인 뒤, 2억 4,500만 달러 이상의 암호화폐를 탈취하는 데 필요한 인증 정보를 입수했다.