비자(Visa), 마스터카드(Mastercard), 코인베이스(Coinbase)를 비롯한 140여 개 기업이 미국 달러로 뒷받침되는 새로운 스테이블코인인 ‘오픈 USD(Open USD)’를 출시했다. 이 프로젝트는 수수료 없는 거래와 수익 공유 모델을 통해 테더(Tether)와 서클(Circle)에 도전장을 내밀고자 한다.

Goldman Sachs said a hawkish Federal Reserve has replaced high oil prices as the U.S. dollar’s core source of support. According to Jin10, the bank said the European Central Bank is taking a wait-and-see approach on policy, while the Japanese yen faces difficulties tied to potential intervention. Goldman Sachs added that the euro and the yen have remained under short-term pressure in foreign exchange markets.

Japan Investment Corporation Senior Managing Director Yuka Hata said demand for capital is growing as Japan shifts its focus toward physical AI and deep technologies, according to Bloomberg. Hata added that Japan’s labor shortages have increased the need for AI-driven solutions, making the sector a key investment priority for JIC.

Glenmede’s investment strategy leaders said investors should expect the U.S. unemployment rate in June to remain unchanged at 4.3%, with nonfarm payrolls rising by about 87,000. According to ChainCatcher, the forecast was provided by Jason Pride, head of investment strategy, and Michael Reynolds, vice president of investment strategy at the private wealth management and investment firm. They said the projected job growth would be lower than May’s 172,000 increase, but would still represent a solid outcome given what they described as a labor market characterized by “low hiring and low layoffs.”

 According to Bloomberg, Asian equities edged lower as investors turned cautious after a rally in chipmakers and tech stocks helped propel them to their best quarter in 17 years. MSCI's regional equities gauge dropped 0.2%, snapping a two-day gain, with nine of 11 subgroups declining. Stocks in Japan and Taiwan rose, while South Korea's benchmark dropped 2.3%, with the Kospi falling as much as 3.9% as investor focus shifted to the resumption of the National Pension Service's domestic stock rebalancing after a temporary suspension through end-June. Hong Kong markets were closed for a public holiday. The quarter saw global equities deliver their best performance in almost six years, with Japan's Nikkei 225 gaining more than 37% — its best three-month performance on record — and South Korea's Kospi jumping almost 70%, the best advance since 1998. Brent crude rose 0.4% to $73.20 a barrel, reversing Tuesday's losses, even as the US said it had positive talks in Doha on a deal with Iran. The dollar strengthened for a second day while gold slipped 0.6%. The yen weakened 0.1% to 162.77 per dollar after falling to a 40-year low, with strategists increasingly pointing to 163 and beyond, arguing the Finance Ministry may tolerate a weaker yen than in 2024. Tuesday's US economic data showed job openings little changed in May and consumer confidence edging higher in June as lower gasoline prices offset job-market concerns. Steady employment and elevated inflation have raised wagers the Fed may need to raise rates later this year; officials next meet at the end of July after unanimously leaving rates unchanged at chairman Warsh's first meeting last month. JPMorgan Asset Management's Bob Michele said he sees the Fed raising rates "once or twice" next year but not engaging in a "dramatic hiking cycle." In corporate news, Nike shares fell about 1.5% in extended trading on a cautious outlook, Coles Group is in talks to buy Greencross Pet Wellness for up to A$4 billion ($2.8 billion), and the US government removed foreign access restrictions on Anthropic's Fable 5 AI model. 

장기적인 추세를 살펴보면, 디지털 거버넌스의 핵심은 ‘혁신을 엄격히 통제’하거나 ‘발전을 방치’하는 데 있는 것이 아니라, 계층별 맞춤화, 상황별 맞춤화, 지역 간 협력에 있다.

SK Hynix (SKHX) fell as much as 6.3% after the market opened on July 1, following a modest rebound the previous day, according to Hyperinsight monitoring. According to BlockBeats On-chain Detection, SKHX was quoted at $1,655 on Hyperliquid, with 24-hour trading volume of $430 million, ranking first among TradeFi perpetual contracts. On-chain positioning leaned bearish, with open interest reaching $320 million. Large short positions had a notional size of about $111 million, around 1.44 times the size of large long positions at $76.9 million. The average entry price for longs was about $1,784.57, compared with about $1,649.88 for shorts. A major long trader identified as 0x9dc, using 2x leverage and opening the position on June 24 at $1,803.76, faced pressure as prices stayed elevated. The position size reached $31.68 million, making it the largest current long, and its unrealized loss expanded to $3.48 million over two days.

CoinGecko는 2026년 암호화폐 거래소 전통금융(TradFi) 사업 보고서를 발표하며, 2025년 1월부터 2026년 5월까지 총 17개월 동안 주요 중앙화 거래소(CEX)와 탈중앙화 거래소(DEX)의 실물 자산 및 전통금융 상품 발전 현황을 정리했다.

애플은 기존 전략에서 벗어나, AI로 인해 공격자들이 선제 공격을 가할 수 있는 시간이 점점 줄어들고 있는 상황에서 보안 패치를 예정보다 앞당겨 서둘러 배포하고 있다.

2026년 2분기 디지털 자산 시황, 자금 흐름 및 거래소 거래 현황 분석

공식 보고서에 따르면, 2025년 트럼프는 암호화폐 분야에서 최소 12억 달러의 수입을 올렸으며, 이 중 World Liberty Financial의 토큰 판매를 통해 약 5.9억 달러를, 개인 밈 코인인 $TRUMP 프로젝트의 라이선스 수수료로 6억 달러 이상을 벌어들인 것으로 나타났다.

AI 산업 생태계의 견인 속에 미국 증시는 수년 만에 최고의 분기 실적을 기록했으며, 반도체주가 상승세를 주도했다. 같은 기간 금은 10여 년 만에 최악의 분기 실적을 기록했다. 그러나 높은 밸류에이션, 금리 인상 기조 전환, 지정학적 리스크가 겹치면서 시장은 미국 증시의 향후 전망에 대해 신중한 태도를 보이고 있다.

골든파이낸스가 암호화폐 및 블록체인 업계 아침 뉴스인 《골든 8시》 3106호를 발행하여, 가장 최신의 디지털 화폐 및 블록체인 업계 뉴스를 신속히 전해드립니다.

암호화폐 카드의 결제 규모가 폭발적으로 증가하며, 월간 거래액이 15억 달러를 돌파했다.

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