Tether co-founder Reeve Collins said the stablecoin industry is entering a “2.0 era,” arguing that current stablecoin infrastructure still has structural problems and that next-generation models need to address users’ inability to access returns from reserve assets. According to Odaily, Collins described the core logic of the “stablecoin 1.0” model as users providing $1 and issuers minting one token, while users mainly receive payment and transfer convenience without sharing reserve yields. Collins said financial services are expected to increasingly become infrastructure, adding that users may not care which bank sends funds. He said AI agents could choose among different financial ecosystems based on users’ interests, and that the next stage of stablecoin competition will center on financial infrastructure and yield distribution models. On regulation, Collins said he continues to hold Bitcoin for the long term. He also said U.S. dollar stablecoins are essentially an extension of the U.S. financial system and face regulatory reach risks, and that they differ from central bank digital currency (CBDC) models, which he said could bring stronger programmability and financial monitoring capabilities.

Goldman Sachs said it has found the first clear evidence that college students are steering away from majors exposed to AI, with enrollment in computer science and programming each down more than 10% in the 2025-2026 academic year. According to BeInCrypto, Goldman economist Pierfrancesco Mei mapped more than 180 majors to jobs using 2022-2024 Census survey data and scored occupations for automation risk, finding computer science, statistics and quantitative business among the highest-risk fields. Campus data showed bachelor-level computer science enrollment fell about 14% at Arizona State University between fall 2024 and fall 2025, while Washington University in St. Louis saw the share of computer science majors drop 16% over two years.

Iraq asked operators of five major oil fields to boost production to prewar levels, targeting output of more than 3 million barrels a day. According to Bloomberg, the move follows a US-Iran deal aimed at fully reopening the Strait of Hormuz.

Gold is expected to remain volatile next week as investors await the release of the US core personal consumption expenditures price index — the Federal Reserve's preferred inflation gauge — for clues about the central bank's rate path following this week's hawkish dot plot, according to market analysts cited by Jinshi on June 20. Why core PCE is the key event "With the Fed now appearing more adaptable to changing circumstances and increasingly sensitive to upcoming inflation data, every important economic data release will have an impact, but the core PCE will be a key event for both the gold and interest rate markets, and next week will be highly data-dependent," said Stephen Innes, Managing Partner at SPI Asset Management. The core PCE reading takes on outsized importance given the context established by Wednesday's FOMC meeting. With 9 of 18 Fed officials now projecting rate hikes in 2026 and the committee's policy statement completely rewritten with reduced forward guidance, markets have fewer pre-committed signals to rely on — meaning each incoming data point, starting with core PCE, will carry disproportionate weight in shaping rate expectations until the Fed's communication framework stabilizes under Warsh. The downside risk: a test of $4,000 Innes warned that stronger-than-expected inflation readings could boost the dollar, push up Treasury yields, and increase the risk of gold testing the $4,000 per ounce level. Gold closed the week near $4,100 — already just over $100 above that psychologically and technically significant threshold, following Goldman Sachs' decision to cut its year-end gold target by $500 to $4,900 on the assumption that the Fed's first rate cut is now pushed to March 2027. A core PCE print above expectations would reinforce exactly the dynamic Goldman flagged: with the Fed's easy-money thesis already being repriced following the hawkish dot plot, additional confirmation of persistent inflation would extend the pressure on gold's no-yield holding cost relative to bonds and cash, pushing the metal further into territory not seen since November. What investors should expect Innes advised gold investors to prepare for increased volatility and remain wary of potential further selloffs heading into the data release. The framing is consistent with the broader "tactically cautious, structurally constructive" view that Goldman's commodity analysts articulated — near-term risk skews to the downside while the metal's longer-term thesis around central bank buying and currency debasement remains intact for those with a multi-year horizon. The read-through for Bitcoin Core PCE's significance extends beyond gold. Given Bitcoin's established pattern of moving in tandem with gold during this macro-dominated phase — both assets falling together when rate hike fears intensify, both rising together on the Iran deal's disinflationary signal — a hot core PCE print carries similar downside risk implications for Bitcoin as it does for gold. With Bitcoin closing the week at $63,671 after a volatile stretch that included the STRC selloff and the hawkish FOMC dot plot, a core PCE surprise to the upside would test the accumulation-driven resilience that has kept Bitcoin above its $59,375 cycle low, while a softer reading could provide the disinflationary confirmation that Mike McCluskey of tx identified as one of the three conditions needed for a genuine, sustained crypto market shift.

워시가 연방준비제도(Fed) 의장으로 취임한 후 직면하게 될 가장 큰 과제는 금리를 인상할지 인하할지 여부가 아니라, 훨씬 더 근본적인 판단, 즉 현재의 AI 붐이 과연 어떤 종류의 붐인지에 대한 것이다. 이 판단은 연방준비제도의 정책 방향을 결정할 뿐만 아니라, 워시의 역사적 위상도 규정하게 될 것이다.

‘골든 위클리’는 골든 파이낸스가 선보이는 주간 블록체인 업계 요약 코너로, 일주일 동안의 주요 뉴스, 시세 및 선물 데이터, 채굴 업계 정보, 프로젝트 동향, 기술 발전 등 업계 동향을 다룹니다.

구글은 자체 개발 칩 판매를 촉진하기 위해 데이터센터에 보증을 제공하며, 850억 달러 규모의 자금 조달 계획을 바탕으로 컴퓨팅 성능 고객을 확보하기 위해 경쟁하고 있다. 브로드컴은 아폴로, 블랙스톤과 손잡고 350억 달러 규모의 AI 컴퓨팅 성능 플랫폼을 설립하고 신용 보증을 제공하고 있다.

AllianceDAO, Cursor, 프로젝트, Alliance 공동 창립자들이 창업자들에게 보내는 편지: Cursor가 600억 달러에 매각된 시점에 쓰다. 골든파이낸스, 위대한 기업들은 모두 그 존재가 명백해지기 전까지 고된 과정을 견뎌낸 결과물이다.

도이체방크(Deutsche Bank)는 AI가 고대역폭 메모리(HBM)에 대한 구조적 수요를 통해 기존 생산 능력을 급격히 잠식하고 있어, 2027년 이전에는 공급 부족을 해소하기 어려울 것으로 전망했다.

용량 확대는 단기 비용을 낮추는 동시에 이더리움의 결제 네트워크 효과를 증폭시키고 있다.

그는 미국 정부가 우려를 표명한 후 해당 부서가 신속하게 대응하며 “매우 책임감 있는” 태도를 보였다고 말했다. 또한 해당 부서를 폐쇄하지는 않겠지만, 법이 부여한 비상 권한을 동원해 개입해야만 하는지는 확실하지 않다고 덧붙였다.

시황, BTC, 주가가 한 달 만에 32% 급락: 전 세계에서 비트코인을 가장 많이 보유한 기업에 무슨 일이 생긴 걸까? 골든파이낸스, 주가가 한 달 만에 30% 하락, 치명적이지 않은 결함.

40만 건의 대화 분석 결과, AI는 프로그래밍의 진입 장벽을 낮췄을 뿐만 아니라 해당 분야의 판단이 갖는 가치를 더욱 높여준 것으로 나타났다.

새로운 성장 동력을 모색하기 위해 점점 더 많은 광산 기업들이 AI 분야로 진출하는 속도를 높이고 있으며, 이러한 전환 전략은 자본 시장의 호평을 빠르게 얻으면서 많은 광산 기업의 주가가 크게 상승했고, 심지어 사상 최고치를 경신하기도 했다.