人工智能,英伟达,一文读懂 AI 硅光的发展情况及美股标的 金色财经,AI 最热门的两个板块，存储和光。

Goldman Sachs has made significant changes to its cryptocurrency ETF holdings in the first quarter of 2026. According to NS3.AI, the financial giant exited its positions in XRP and Solana ETFs, while maintaining approximately $715 million in Bitcoin ETFs. Filings indicate that Goldman Sachs held around $154 million in XRP-related ETFs during the fourth quarter of 2025 before completely divesting from these positions. The firm also fully sold its Solana-related ETFs. In addition to these changes, Goldman Sachs reduced its holdings in IBIT and FBTC by about 10% compared to the previous quarter. Furthermore, the company decreased its ETHA position by approximately 70%, bringing it down to around $114 million. These adjustments reflect Goldman Sachs' strategic repositioning within the cryptocurrency market.

美联储主席鲍威尔即将卸任，由沃什接任。这被外界视为美国货币政策体系进入“再定价阶段”，资本市场普遍关注沃什可能带来的政策变化。美联储降息预期或将改为加息预期。

Brent crude oil prices climbed close to $111 on Monday following a warning from President Donald Trump about Iran, according to BeInCrypto. Trump's statement on Truth Social heightened fears of a renewed Middle East conflict, potentially disrupting global oil supply. The International Energy Agency has highlighted record inventory depletion, adding to market concerns. Brent's price movement is currently constrained within a symmetrical triangle pattern, suggesting a significant directional move is imminent. A breakout above $115 could lead to further gains, while failure to breach this level may see prices retreat.

Bernstein analysts have indicated that the Senate Clarity Act markup and a yield compromise are bolstering Circle's business model as the supply of dollar stablecoins continues to expand. According to The Block, these developments are seen as positive for Circle, which issues the USDC stablecoin, by providing regulatory clarity and potentially enhancing yield opportunities. The growing supply of dollar stablecoins reflects increasing demand and confidence in these digital assets, further supporting Circle's position in the market.

在法国上市的Capital B公司完成了一轮由Adam Back和TOBAM等投资者支持的1715万欧元融资后，斥资约1511万美元购入了192枚比特币。此次收购使其持有的比特币总数增至3135枚，这些比特币均是该公司为建立企业比特币储备计划而逐步积累的。

据报道，伊朗正在探索一种基于保险的机制来管控霍尔木兹海峡的通行权，随着地缘政治紧张局势和制裁压力的加剧，外界越来越猜测，船只最终可能被要求使用比特币支付。

去迈阿密参加了Consensus大会，几乎没什么中国人。

波兰已通过一项法律，旨在使其加密货币监管规则与欧盟《市场基础设施和中心化数字资产条例》（MiCA）框架保持一致，目标是在7月截止日期前对交易所进行监管并保护投资者。与此同时，检察机关正在调查已倒闭的Zondacrypto交易所——该事件导致用户损失约9600万美元——这给本已白热化的加密货币监管政治辩论增添了新的压力。

从内部视角讲清楚了下一代Claude是怎么被“做”出来的。

过去六个月，我和超过二十家做跨境支付的团队聊过同一个问题：牌照怎么选？

目前几乎没有任何因素能阻挡债券市场遭遇更深层次的溃败。

这份里程碑式加密货币法案，如何在幕后仓促谈判中拿下两党支持。