A $3.5 billion purchase of three leased Northern Virginia AI facilities set a benchmark near $27 million per MW as Bitcoin mining sites became scarce permitted power capacity. According to NS3.AI, CoinShares said energized sites cannot be recreated within any commercially relevant timeframe, regardless of available capital. The US interconnection queue holds roughly 2,600GW, and AI developers are facing years of waiting for new connections. Some listed miners with energized but unleased capacity are trading below $3 million per MW.

Crypto analyst Willy Woo said he believes there is a 90% chance the crypto market has bottomed and that current liquidity conditions point to an early bull market structure. According to ChainCatcher, Woo said the key factor is BTC liquidity structure, while noting that long-term investor liquidity is returning. Woo said he is intentionally avoiding historical cycle patterns, even though those patterns have been highly effective in identifying market bottoms. He said other analysts’ consensus probability, based on cycle analysis, is about 40%. Woo added that if the liquidity-based view is correct, the market bottom is likely already in place. He said the remaining question is how long the bull market could last, but argued that the duration is still uncertain because historical cycle patterns are gradually losing effectiveness. As long as investor inflows do not weaken significantly, he said, the bull market structure should continue.

PaymentsJournal published a deep-dive article on Latin America’s payment ecosystem, focusing on localization, cross-border settlement, stablecoins, and payment orchestration. According to ChainCatcher, the article also cited PhotonPay’s research paper, The Next Payment Infrastructure in LATAM. The article said Latin American countries are developing distinct payment systems, including Brazil’s Pix, Argentina’s Transferencias 3.0, and Mexico’s CoDi, while payment rails, currencies, providers, and regulatory frameworks remain highly fragmented. It added that stablecoins are becoming an important complement to cross-border payments by reducing some friction in liquidity and settlement, while local payment rails handle final delivery in domestic markets. PaymentsJournal said the next stage of the Latin American payments market may not be a single unified rail, but infrastructure that connects different local payment systems, currencies, and global liquidity. In that process, stablecoins and payment orchestration can play different roles: stablecoins can improve cross-border fund movement and settlement efficiency, while payment orchestration can connect and manage payment rails, providers, and fund flows across markets.

Binance Wallet announced on X that users can access the Prediction Market Economy section through the Binance App and Binance Wallet Web. In the Binance App, the path is Exchange, then Markets, then Prediction, then Economy, or Wallet, then Home, then Prediction, then View more, then Economy. On the web, users can navigate through Binance Web, then Trade, then Prediction, then Economy, or Binance Wallet Web, then Prediction, then Economy. The announcement did not include any additional product details beyond the access paths. The notice also stated that Prediction Markets are available only to users in eligible regions and may not be available to all users. No further information was provided about supported markets, timing changes, or other service updates.

Koncar-Elektroindustrija d.d., Croatia’s biggest net exporter, expects to invest more than €800 million ($923 million) in Europe, the US and the Middle East in the coming years, according to Bloomberg and the company’s top executive.

RWA 경쟁은 단순한 토큰 발행 경쟁에서 실용성과 조합성을 겨루는 경쟁으로 전환되고 있으며, Mantle을 통해 토큰화된 자산이 어떻게 효율적인 자본으로 변모하는지 살펴본다.

Intel CEO Lip-Bu Tan said the industry must break TSMC's dominance in the global foundry market and spread orders across multiple suppliers to meet rising demand for AI chips. According to Sina Finance, he also said CPU demand has surged and will continue to create supply shortages. Tan made the remarks in a keynote speech at the Splunk.conf26 conference in Denver, Colorado, on the 14th. He said it is crucial to have chip design, manufacturing, and advanced packaging capabilities at the same time, and added that Intel is an iconic industry company in the United States and globally. Tan said foundry manufacturing is difficult and requires top-tier process technology, strict control of yield, defects, production cycles, and process variation, as well as intellectual property and electronic design automation tools to serve customers. He also said advanced packaging is a top priority because integrating CPUs, memory, input-output devices, and silicon chips into a single package is extremely difficult. He said the industry is moving toward system solutions and packaging technology, and that relying on one company for 95% of capacity is very risky. Tan also said Intel's 14A process had faced yield issues, but the company agreed in April to provide 14A process technology to the Terafab project led by Tesla and SpaceX. The first Terafab product is expected in mid-2028. In June, Intel hired former SK Hynix CEO Lee Seok-hee as a senior vice president to oversee advanced packaging, back-end technology development, and manufacturing in its foundry division. Tan also expressed confidence in Intel's EMIB advanced packaging technology and said CPU demand remains extremely strong, with Intel able to meet only 50% of customer demand.

오픈AI는 앤트로픽(Anthropic) 및 구글 딥마인드(Google DeepMind)와 협력해 AI 안전성을 높이고, 강력한 시스템을 대중에 공개하기 전에 테스트하기 위한 산업 기구를 마련하고 있다. 이 계획은 중소 AI 기업들과 입법자들로부터 비판을 받고 있는 가운데, 연구자들의 경고가 거세지고 정부의 구속력 있는 규제 도입 요구가 높아지면서 업계에 압박이 가중되고 있다.

코인베이스(Coinbase)의 브라이언 암스트롱 CEO는 비트코인의 최근 하락세가 이미 바닥을 찍었다고 보고 있으며, 이를 계기로 2030년까지 가격이 40만 달러까지 반등할 수 있을 것으로 전망하고 있다.

금리 인상, 연방준비제도, 오늘 밤 ‘비둘기파적 금리 인상’? 골든파이낸스, 연방준비제도의 오늘 밤 금리 인상은 거의 확정된 듯하지만, 핵심은 ‘인상 후 어떤 발언을 할 것인가’다.

CLARITY 법안, 트럼프, SEC, CFTC, 정책 규제, CLARITY 법안 통과 실패… 암호화폐 시장 즉각 반응, 정책 공백은 누가 메울 것인가? 골든파이낸스, 예상 밖의 일은 아니지만 충분히 아쉽다.

윈터뮤트(Wintermute)와 갤럭시 디지털(Galaxy Digital)을 비롯한 거래 업체들이 USDT의 미세한 가격 차이를 이용해 이익을 얻기 위해 에레보르 은행(Erebor Bank)의 무료 스테이블코인-달러 환전 서비스를 이용하자, 해당 은행은 이 서비스의 이용을 제한했다.

CoinEx는 경기 침체와 거래 활동의 위축, 규제 요구가 계속 증가함에 따라 중앙화된 암호화폐 거래소를 운영하는 데 따르는 위험이 감당하기 어려울 정도로 커졌다는 점을 이유로, 9년간의 운영을 종료하기로 했습니다.

GPT-6 Astra가 가져온 압박으로 인해 중국의 체화 산업은 현실적인 문제에 직면하게 되었으며, 데이터와 연산 능력에 대한 투자를 확대해야만 한다.

마이크로소프트는 엄격한 행동 기준을 마련하는 ‘인본주의적 AI 행동 강령’ 초안을 발표했다.

‘클리어 법안’이 당분간 무산되었지만, 앞으로 SEC와 CFTC의 규정 초안을 주시하면, 단기간 내에 클리어 법안이 남긴 아쉬움을 메울 수 있을 것이다.