Citic Securities has released a report indicating that global copper production forecasts for 2026 are officially in decline due to the Freeport's repeated delays in resuming operations at its Indonesian project and a comprehensive reduction in its 2026-27 production guidance. According to Jin10, the report highlights potential supply disruptions from extreme weather conditions, which could further exacerbate the situation. Citic Securities anticipates that the recent unexpected inventory reduction in China, reflecting strong supply-demand dynamics and reduced macroeconomic pressures, will help stabilize copper prices at $13,000 per ton in the second quarter of 2026. Additionally, the discrepancy between supply and demand expectations may drive copper prices to challenge previous highs. The report expresses optimism about the copper sector's configuration opportunities, citing the resonance of profit elasticity and valuation elasticity.

골든파이낸스가 암호화폐 및 블록체인 업계 아침 뉴스레터 《골든 모닝 8시》 3054호를 발행하여, 가장 최신의 디지털 화폐 및 블록체인 업계 소식을 전해드립니다.

A summary of opinions from the Bank of Japan's April meeting reveals that one member emphasized the need for the central bank to act decisively in raising interest rates if inflation risks increase. According to Jin10, this statement highlights the ongoing concerns within the Bank of Japan regarding potential inflationary pressures and the necessity for a responsive monetary policy approach. The member's remarks underscore the importance of vigilance in monitoring economic indicators to ensure price stability.

The Bank of Japan (BOJ) is contemplating the possibility of raising interest rates in its upcoming meetings, despite ongoing uncertainties in the Middle East. According to Jin10, a summary of opinions from the BOJ's April meeting revealed that one member expressed the likelihood of a rate hike starting from the next meeting, even as the future trajectory of the Middle East situation remains unclear.

According to PANews, a detailed analysis has been conducted on five different trading architectures to help traders identify their true counterparties. The study examines various structures within the trading ecosystem, providing insights into how each architecture functions and the roles of different participants. This analysis aims to enhance traders' understanding of the market dynamics and the entities they interact with during transactions.

The Trump administration has requested a stay from a U.S. court regarding an unfavorable ruling on its 10% global tariff as it seeks to appeal the decision. According to NS3.AI, the U.S. Court of International Trade ruled against the tariff measure on May 8, but the ruling did not completely stop the collection of these duties. The tariff, which was implemented in February, is scheduled to expire in July unless Congress decides to extend it.

Ray Dalio has expressed skepticism about Bitcoin's role as a safe-haven asset. According to NS3.AI, Dalio highlighted Bitcoin's lack of privacy, its high correlation with technology stocks, and its relatively small market size as factors undermining its status as a secure investment. In contrast, Michael Saylor views Bitcoin as digital capital, advocating for its use as a global collateral asset. Saylor also noted that Bitcoin has outperformed gold since Strategy initiated its reserve strategy in August 2020.

Japan's household spending fell by 1.3% in March, contrary to expectations of a 0.6% increase, according to Jin10. The previous month's spending had risen by 1.5%.

SK하이닉스 한국 직원들의 연말 상여금이 최대 300만 위안 이상에 달한다는 소식이 전해졌으며, 내부 관계자는 한중 간 급여 격차가 크다고 밝혔다. 또한 AI 스토리지 슈퍼 사이클로 인해 소비자 가전 제품 가격이 계속 상승할 것으로 보인다.

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

대중이 “NFT는 죽었다”고 외칠 때, 세계 최고의 예술 기관들과 거대 재벌들은 조용히 매수를 늘리고 있으며, 디지털 아트는 ‘인상파’의 부상에 필적할 만한 세기적 가치 재평가를 맞이하고 있다.

칩, 인공지능, DeepSeek, 전 세계가 중국 칩을 재평가하고 있다. 골든파이낸스, 전 세계 반도체 시장이 사상 최고치를 기록하고 있다.

거래소, 한국, 한국 거래소, 규제 당국과 ‘대립’… 법 집행 및 입법 권한의 경계에 도전, 골든파이낸스, 한국의 암호화폐 업계가 이례적인 규제 당국과의 정면 충돌 국면에 접어들고 있다.

세상에는 가장 장사하기 쉬운 두 가지가 있다. 하나는 삽을 파는 것이고, 다른 하나는 물을 파는 것이다.

2026년 4월 13일, 케임브리지 대학교의 학자 헨리 셰블린(Henry Shevlin)은 X에 글을 올려 곧 구글 딥마인드(Google DeepMind)에 합류할 예정이며, 직함은 ‘철학자(Philosopher)’라고 밝혔다.

Zcash 급등 요인 분석: 거버넌스 재구축 + 서사 재구성 + 조직 업그레이드

2026년 1분기 토큰화 현황: 11개 대분류 593개 자산, 3,200억 규모의 토큰화 시장, 아직 초기 단계에 머물러 있다. 앞으로 어떻게 발전해 나갈까?