PANews posted on X (formerly Twitter). Concerns are mounting in the AI market as long-term U.S. bond yields remain elevated, with the 30-year Treasury yield hovering around 5%. This situation poses a challenge for tech giants like Nvidia, Microsoft, and Meta, whose valuations have been supported by the expectation of eventual interest rate cuts and Federal Reserve intervention during market downturns. The market's confidence has been based on two assumptions: that interest rates will eventually decrease and that the Federal Reserve will step in to stabilize the market if necessary. However, with Kevin Warsh's potential leadership at the Federal Reserve, there is speculation that the central bank may continue its balance sheet reduction, which could maintain pressure on long-term yields. If Warsh persists with quantitative tightening, the tech sector may face valuation pressures despite its strength. The current economic environment suggests that the Federal Reserve may not be in a hurry to provide market relief, leaving investors to navigate the challenges posed by sustained high yields.

일론 머스크, 샘 알트먼, 오픈AI, 스페이스X, IPO, 세기의 소송… 머스크는 왜 패배했나? 골든파이낸스, 머스크에게는 “하늘에 다시 500년을 빌려야” 할 상황이다.

Bitcoin's derivatives market is exhibiting diverging signals, indicating a weakening overall structure, according to ChainCatcher. Glassnode reports a significant shift in selling pressure, with the cumulative volume delta (CVD) for spot markets plummeting by 848.7%. Despite this, spot trading volume has increased by 4.2%, suggesting heightened trading activity driven more by interest than bullish sentiment. Open interest has slightly decreased by 2.9%, reflecting cautious leverage use in an uncertain environment. However, funding rates for long positions have surged by 136.6%, indicating a renewed demand for long positions and a rise in bullish sentiment among traders. Conversely, the perpetual contract CVD has sharply declined by 278.7%, highlighting substantial selling pressure and prevailing bearish sentiment. The 25-Delta Skew for options has risen by 42.75%, as traders seek more downside protection, signaling a bearish market shift. Additionally, options open interest and volatility spread have increased by 1.7% and 124.52%, respectively, indicating heightened market participation and expectations of future price volatility. The MVRV of U.S. spot ETFs has decreased by 6.1%, with ETF net flows deteriorating sharply, suggesting weakened institutional confidence. However, ETF trading volume has risen by 7%. On-chain activity presents a mixed picture: while the number of active addresses has declined, entity-adjusted transfer volume has increased, indicating subdued network usage but continued movement of large-scale funds. Overall, as momentum, spot demand, and speculative positions weaken, the structure of the Bitcoin market is beginning to soften. Options traders are increasingly hedging against downside risks, and liquidity and profitability metrics continue to cool. Despite this, stable liquidity and the strength of long-term holders provide some resilience to the market.

Circle has minted approximately 2 billion USDC on the Solana blockchain last week. According to ChainCatcher, this development highlights the ongoing expansion of stablecoin issuance on various blockchain platforms.

In 2025, approximately one-tenth of U.S. adults reported using or investing in cryptocurrencies, marking the highest level of engagement in three years, according to a Federal Reserve report on household economic well-being. According to Cointelegraph, the report, released on Wednesday, indicates that around 10% of adults engaged with crypto for various purposes, an increase from the figures in 2023 and 2024. However, this still falls short of the 12% adoption rate recorded in 2021. The report provides a detailed breakdown of crypto usage, including investment and payments, among Americans from 2021 to 2025. Expanding the use of Bitcoin (BTC) and other cryptocurrencies into everyday payments has been a significant focus for American payment companies. Jack Dorsey's Block, for instance, has facilitated Bitcoin and stablecoin payments for over 800,000 U.S.-based merchants. Additionally, Lightspark, a Bitcoin Lightning Network startup founded by former PayPal President David Marcus, is working to bring Bitcoin payments into the mainstream. The survey revealed that around 9% of respondents use crypto as an investment vehicle, while only 2% utilize it for payments, and 1% for sending money to family or friends. Crypto usage was notably higher among the unbanked population, with 6% using it for transactions compared to 2% of banked adults. In 2025, approximately 6% of Americans were unbanked. More than a quarter of those using crypto for payments reported that businesses preferred crypto payments due to advantages like speed, privacy, and lower costs. However, less than 10% of businesses expressed a preference for crypto payments, citing reasons such as perceived safety over banks or distrust in the traditional banking system. The Federal Reserve has historically maintained a cautious stance on cryptocurrencies, particularly under Jerome Powell's leadership, which concluded on Friday. Kevin Warsh, who was voted in by the Senate on Wednesday, will succeed Powell as the new Federal Reserve chair. Warsh, a former Fed governor from 2006 to 2011, is known for his favorable view of Bitcoin, having previously suggested that it could "provide market discipline" and compared it to gold as an investment for those under 40. Warsh is recognized for his hawkish views on monetary policy, often advocating for fiscal restraint, lower inflation, and reduced reliance on quantitative easing.

The Japanese bond market is experiencing unprecedented strain, with the 30-year bond yield surpassing 4% for the first time since 1999, according to BeInCrypto. Analyst Catalina Castro warns of a potential global domino effect, as Japan, a major US creditor, could trigger massive sales of US Treasury bonds. Japanese investors sold $29.6 billion in US debt in Q1 2026, the largest since 2022. Ripple's XRP is highlighted as a tool to release trapped liquidity, using its On-Demand Liquidity solution to facilitate real-time cross-border settlements, potentially easing financial stress.

모든 세대에게 있어 선택은 노력보다 중요하며, 지금이야말로 올바른 게임을 선택하는 것이 그 어느 때보다 중요합니다. 우리는 더 개방적이고, 프로그래밍 가능하며, 전 세계가 접근할 수 있는 경제를 위해 차세대 금융 인프라를 구축하는 창업자들을 항상 환영합니다.

미국 상원 은행위원회는 5월 14일 CLARITY 법안을 통과시켰다. 이 법안은 스테이블코인의 간접 이자 지급을 금지하지만, 활동 기반 보상은 허용한다. 또한 몇 가지 다른 중요한 조항들도 개정되었다. 이러한 변화는 어떤 비즈니스 기회를 가져올 것인가?

CICC는 미국의 인플레이션 지표가 예상을 상회하고 고용 시장이 안정세를 보인 영향으로, 올해 전체 PCE가 2% 목표치를 크게 상회할 것으로 전망하며, 연준이 올해 내 금리 인하를 단행하기는 어려울 것으로 보고 있다. 새로 취임한 워시 의장의 최우선 과제는 인플레이션 억제 능력을 입증하는 것이며, 이에 따라 금리 인하 가이던스를 철회할 가능성이 있다.

맨해튼에서 제기된 새로운 연방 소송으로 테더(Tether)의 논란이 되고 있는 동결 관리 체계가 주목받고 있다. 원고 측이 법원에 이 스테이블코인 거대 기업이 이란 이슬람 혁명수비대(IRGC)로부터 압류한 3억 4,414만 9,759 USDT(약 3억 4,400만 달러 상당)를 반환하도록 강제해 줄 것을 요청했기 때문이다.

갤럭시 디지털은 뉴욕주에서 암호화폐 거래 및 보관 서비스를 제공하기 위해 뉴욕주의 ‘비트라이선스(BitLicense)’와 ‘자금 이체 라이선스’를 취득했습니다. 이번 승인으로 해당 기업은 미국에서 가장 엄격한 암호화폐 규제 체계 중 하나 하에서 주요 기관 투자자들과 직접 거래할 수 있게 되었습니다.

인공지능, AI 에이전트, LLM, Anthropic, Anthropic 창립자가 제시한 ‘인류의 제0세계’에 대한 심층 분석 – 골든파이낸스, 최상위층은 더 이상 하위 계층을 필요로 하지 않는다.

투자에서 가장 어려운 단계는 종종 아무것도 하지 않는 것을 선택하는 것이며, 지금이 바로 그런 시점에 와 있다

연방 배심원단은 머스크가 수년 전부터 충분한 정보를 확보하고 있었음에도 불구하고 2024년이 되어서야 소송을 제기했기 때문에, 절차상 소멸시효가 이미 지났다고 판단했다. 이러한 절차상의 장애로 인해 배심원단은 이 사건의 핵심 쟁점을 다루지 못했다.

골든파이낸스가 암호화폐 및 블록체인 업계 아침 뉴스레터 《골든 모닝 8시》 3061호를 발행하여, 가장 최신의 디지털 화폐 및 블록체인 업계 소식을 전해드립니다.