일론 머스크는 X를 통해 아모데이의 입장을 지지하며, 단순히 “다리오가 옳다”라고 적었다.

According to Wallstreetcn, the secured overnight financing rate (SOFR) was 3.62% on the previous trading day, September 11, unchanged from 3.62% the day before, while the effective federal funds rate was 3.63%, also unchanged from 3.63% the day before.

According to Wallstreetcn, Ark Investment Management head Cathie Wood bought $27.9 million of Meta shares last week, betting that the company will continue to deepen its artificial intelligence business. Wood focuses on high-tech companies in artificial intelligence, blockchain, biotechnology, and robotics, and said such companies have strong growth potential but also high share-price volatility that can cause sharp swings in Ark funds' net asset value.

International crude prices rose sharply Monday, with Brent surging 4.00% intraday to $105.81 a barrel, according to Bitget data.WTI spot climbed above $100, up 3.60% on the day, with WTI futures breaking through $104 for a 4.01% gain.The Constraint Is Structural, Not SentimentThis leg is not being driven by risk premium alone.Saudi Arabia closed the East-West pipeline, which runs from the Eastern Province oil fields to the Red Sea port of Yanbu and exists specifically to provide an export route bypassing the Strait of Hormuz.With Hormuz shipping disrupted and the bypass shut, Saudi crude has no unconstrained path to market. Production fell 1.9 million barrels per day to 6.238 million — the lowest since 1990. A producer that cannot export cannot sustain output.That distinction matters for how long the price holds. A geopolitical risk premium unwinds when tensions ease. A physical export bottleneck unwinds only when a route reopens.Diplomacy Stalled Over the WeekendA meeting between Iran and other Gulf powers was postponed heading into Monday.That removal matters more than an incremental strike. A scheduled negotiation provided a visible path toward resolution, and its absence extends the timeline on the constraint.New strikes hit Saudi energy and civilian infrastructure, with Iranian attacks on ships in the Gulf adding to shipping risk.The Fed Decides in 48 HoursThe timing is what makes this move consequential beyond energy markets.Traders price roughly 89% odds of a Federal Reserve hike Wednesday, up from about 67% before Friday's CPI showed core at 0.3% against the 0.2% forecast. Goldman Sachs and HSBC have both moved to expecting 25 basis points.UBS analyst Giovanni Staunovo linked the two directly: "The renewed rise in oil prices could reinforce inflation concerns and keep the Fed on a hawkish footing."Jefferies global economist Mohit Kumar drew the sharper conclusion on the path beyond September. The first hike may be necessary from a credibility standpoint, but subsequent moves depend on how long the war lasts and the trend of oil prices.That makes a pipeline closure an input to monetary policy — a variable no central bank can model.Yields Eased While Crude ClimbedThe bond market did not follow oil higher Monday.Longer-dated Treasury yields edged lower, with the 10-year just below 5% and the 30-year at 5.355%. That breaks the pattern of the past fortnight, when oil strength and yield strength moved together and the energy shock fed directly into rate expectations.Yields easing against rising crude suggests the market is reading this leg as demand destruction rather than inflation impulse — prices high enough to constrain growth rather than to embed inflation.Brent at $105 is roughly 30% above where it traded in late February, and diesel sits near record highs around 90% above pre-war levels. At some point an energy shock stops being inflationary and starts being contractionary. The bond market appears to be testing where that line sits.Gold Fell, Bitcoin RoseThe cross-asset reaction split.Spot gold fell 1.2% to $4,296.68, a third straight weekly decline, with silver down 2.2% to $63.11. Bitcoin gained about 1% to $77,800.Gold's 90-day correlation with the 10-year Treasury yield sits at −0.41 against Bitcoin's −0.17, which explains why a rate-driven session separates them. It does not explain Bitcoin rising while gold falls on an energy shock, since both have traded as inflation hedges through this conflict.The Philadelphia Semiconductor Index fell 5.9% in its worst session since July 1, with the Nasdaq 100 at a six-week low.The Fed decides Wednesday at 2:00 p.m. ET, with the Bank of England Thursday and the Bank of Japan Friday.

Brent crude briefly rose about 5% to near $110 a barrel before giving back some gains, after reports said Saudi Arabia may need weeks to restart a key oil pipeline. According to Sina Finance, the Saudi east-west pipeline was shut after an attack and is expected to remain offline for several weeks. U.S. Energy Secretary Chris Wright said on Monday that he expected the pipeline to resume operations "soon" and that shipments through the Strait of Hormuz would increase in the coming weeks. The pipeline can carry about 7 million barrels of oil a day to Yanbu on Saudi Arabia's Red Sea coast. Brent crude futures for November delivery rose 4.5% to $109.34 a barrel at 9:04 a.m. in New York, while WTI crude futures for October delivery gained 4.4% to $104.49 a barrel.

The US estimated-tax deadline on Tuesday is expected to shift cash toward the Treasury and create a conditional test for Bitcoin liquidity. According to NS3.AI, the IRS calendar sets September 15, 2026 as the third installment deadline for individuals and corporations subject to estimated-tax payments. The deadline also falls on the opening day of the Federal Reserve meeting.

NextEra Energy Inc. and Dominion Energy Inc. have proposed a package of benefits for Virginia customers as they seek regulatory approval for their $67 billion merger, according to Bloomberg. The companies said the measures are intended to smooth the deal through the approval process.

Tesla's Vietnam unit has begun operating with roughly $3 million in capital, according to a business registration filing. According to NS3.AI, the unit is licensed for vehicle sales, imports, exports, and distribution, rather than local manufacturing.

U.S. telecom operator Verizon said on September 14 that Amazon Web Services, Nvidia, Intel and six other companies have joined its 6G Innovation Forum, expanding the membership base, according to Jiemian News. Verizon also said it has completed two field tests of integrated sensing and communication based on 5G Advanced, including using wireless signals to detect crowd density in real time and maintaining high-speed mobile communications while tracking drones and ground vehicles. The company also showcased a prototype AI sports assistant built on edge networks, Meta AI glasses and a small language model that can provide real-time scores and player data. Verizon said the forum will continue testing 6G applications including ISAC, digital twins, robotics, AI and smart wearables, and views the 2028 Los Angeles Olympics as an important test scenario before commercial 6G deployment.

Michael Burry, the investor portrayed in The Big Short, sharply criticized OpenAI and Anthropic CEOs for calling to slow AI research, saying the stance was self-serving. According to Odaily, Burry said large language models are not true AI, protect entrenched interests, create IPO buzz and hype, and mask weak growth.

오트맨은 OpenAI가 2026년 상장 계획을 포기했다고 발표했다. 매출 130억, 순손실 385억을 기록한 이 ‘현금 블랙홀’의 이면에는 기업 가치, 규제, 컴퓨팅 성능 경쟁이라는 세 가지 요소가 얽힌 삼각 구도가 자리 잡고 있다.

무이자 전환사채, 프리미엄 전환을 통해 지푸가 50억 달러를 추가로 조달했다. 끝없는 자금 소모의 늪을 겪은 후, 이 회사는 자체 훈련 모델에 새로운 성장 동력을 걸었는데, 자본 시장이 이를 받아들여줄까?

48시간 동안 네 건의 게시물을 연달아 올린 머스크는 이례적으로 AGI에 대한 경계심을 드러내며, AI의 통제 상실이 핵무기보다 더 무섭다고 직설적으로 말했다. 하지만 동시에 그의 xAI는 여전히 훈련과 연산 능력 확장을 전속력으로 추진하고 있다.

Robinhood Chain은 이미 높은 거래량과 매출을 기록하고 있으며, 토큰화된 주식, 런치패드 및 DEX 생태계가 빠르게 자리 잡고 있지만, 진정한 소매 사용자 효과는 아직 발휘되지 않고 있다.

AI가 수학 난제를 잇달아 해결하면서, 타오 제쉔과 스트로가츠 등 수학자들은 “인간의 이해 능력을 상실하는” 위기에 직면했다.

본 논문은 사건 수사관의 관점에서 암호화폐 자금세탁 분야의 세탁 수법, 자금 유형, 자금 위협에 대해 간략히 소개하며, 각국의 연구자들이 중국어권 자금세탁 네트워크에 대한 정보 수집을 보다 효과적으로 수행할 수 있도록 돕는 것을 목적으로 한다.

월요일 개장하자마자 강렬한 충격이 찾아왔다. 비트코인 가격이 한때 7만 7천 달러를 밑돌며 7만 6천 달러 선까지 하락했는데, 시장 위에 드리워진 부담은 바로 이번 주 수요일에 열릴 금리 결정 회의였다.

"가난하게나마 행복하길 바란다"는 조롱은 이제 과거의 일이 되었다. 이 글에서는 세 가지 범주를 통해 암호화폐 자산의 지도를 그려본다: 현금 흐름을 중시하는 암호화폐 사업, 합의에 기반한 정직한 밈, 순전히 허공에 떠 있는 투기성 시장. 또한 장기 보유와 단기 투기를 위한 운영 프레임워크를 제시한다.

인공지능, 한때 미친 듯이 성장하던 AI 거대 기업들이 마침내 AI를 두려워하기 시작했다. 골든 파이낸스, AI는 10년 이내에 우리 모두를 죽일지도 모른다.