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.

Hong Kong stocks were mixed at midday, with the Hang Seng Index up 0.03% and the Hang Seng Tech Index up 1.83%. According to Jin10, artificial intelligence shares surged, with Zhipu (02513.HK) rising more than 25% and MINIMAX-W (00100.HK) gaining more than 11%.

According to CNBC, oil prices fell in early trading on Friday but stayed set for weekly gains as the United States and Iran continued exchanging strikes. BlackRock estimated the conflict will add about 0.8 percentage points to global headline inflation, with Europe and parts of Asia more exposed because they rely more heavily on energy imports. OCBC said a fresh energy shock would keep the Federal Reserve focused on upside inflation risks, while PNC Asset Management chief investment strategist Yung-Yu Ma said higher oil prices and sustained inflation pressures could challenge profit margin trends at U.S. small- and mid-cap companies. Ma said Fed hawkishness is likely to persist until energy and oil markets show relief and urged investors to think about a balanced portfolio and diversify some of that risk away.

Turkish Airlines is exploring more acquisition opportunities as it seeks to expand its global reach, according to Bloomberg. The carrier is looking at potential deals in Asia and South America, though no transactions were disclosed.

Financial Supervisory Service data show that Korea's central bank did not conduct independent security verification during the first phase of its CBDC pilot. According to NS3.AI, participating banks carried out their own IT vulnerability self-assessments before the launch. The Bank of Korea said preliminary reviews were sufficient, but critics argued the process did not amount to independent third-party verification.

Horizon Robotics expects net profit for the first half of 2026 to be between 3.5 billion yuan and 4 billion yuan, compared with a loss of 5.233 billion yuan a year earlier. According to Jin10, the company said it expects continuing operations revenue for the six months ended June 30, 2026, to increase, mainly driven by both of its revenue segments. Revenue from product solutions is expected to rise due to the company’s continued strengthening market position, steady gains in market share, and the scaled mass production deployment of its full-scenario urban NOA solution (HSD).

According to CNBC, General Motors is set to report second-quarter earnings before the bell Tuesday, with Wall Street expecting adjusted earnings per share of $3.20 and revenue of $47.01 billion, according to LSEG estimates. That would represent a more than 26% increase in adjusted earnings per share and a 0.2% decline in revenue from a year earlier. GM's second-quarter 2025 results included $47.12 billion in revenue, net income attributable to stockholders of $1.9 billion and adjusted earnings before interest and taxes of $3.04 billion. Investors will also watch for any changes to the automaker's 2026 guidance, as well as the effects of tariffs, vehicle pricing and commodity costs, including DRAM chips. Barclays analyst Dan Levy said he expects both GM and Ford Motor to post second-quarter earnings beats and at least a soft raise, saying the automakers are benefiting from strong macroeconomic conditions, steady pricing and conservative guidance. GM raised its 2026 adjusted earnings guidance in April to reflect a $500 million tariff rebate to between $13.5 billion and $15.5 billion, or $11.50 to $13.50 a share, up $500 million, or 50 cents a share, from its previous outlook.

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.

소식통에 따르면, 블랙록은 메타 플랫폼스(Meta Platforms)의 지원을 받는 엘패소 소재의 대규모 신규 데이터센터 프로젝트를 위해 채권 발행 작업을 주도하고 있으며, 목표 조달액은 최소 120억 달러인 것으로 알려졌다.