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暗号資産市場における人工知能(AI)関連の最新ニュース

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BlackRock's 2026 Global Outlook Highlights AI Investment and Economic Impacts

According to BlockBeats, on January 13, BlackRock released its 2026 global outlook report, emphasizing the significant scale of AI infrastructure investments. The report suggests that 'micro is macro,' indicating that these investments are substantial enough to influence the broader macroeconomic landscape, presenting challenges such as increased leverage and the illusion of diversification. BlackRock maintains a pro-risk stance, favoring U.S. equities, particularly those related to AI, and sees opportunities in active investments. The report outlines three core investment themes: Micro is macro: AI infrastructure is dominated by a few companies, with capital expenditures projected to reach $5-8 trillion between 2025 and 2030. This investment is expected to support U.S. economic growth in 2026, contributing three times the historical average, despite a cooling labor market. However, there is uncertainty about whether revenues will match expenditures and how much will return to tech giants. While AI may accelerate innovation, historical trends over the past 150 years suggest that major technological changes have not disrupted the U.S.'s long-term 2% growth trend. Nonetheless, a 'growth breakout' scenario is now conceivable. Leveraging up: The initial massive investments by AI builders, coupled with delayed revenues, lead to increased system leverage. High government debt adds to this vulnerability. BlackRock favors private credit and infrastructure financing while tactically underweighting long-term government bonds, such as U.S. Treasuries, due to the adverse effects of high leverage and rising capital costs on long-term debt. Diversification mirage: Under major trends, traditional diversification strategies may actually concentrate bets. Investors need to actively manage risk, maintain portfolio flexibility with a 'Plan B,' and seek unique returns from private markets and hedge funds. The report also highlights that BlackRock views digital assets, particularly stablecoins, as foundational to payment and settlement systems, rather than merely speculative assets. Stablecoins are seen as 'digital dollar rails,' evolving from crypto-native tools to bridges connecting traditional finance with digital liquidity, expanding into areas like cross-border payments and settlements, especially in regions where traditional systems are slow, costly, or fragmented. The report suggests that crypto is integrating into mainstream finance, with stablecoins maturing as infrastructure supporting global liquidity flows and overlapping with traditional finance.
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Giza's AI Agent Achieves Significant Growth in Asset Management

According to BlockBeats, the AI project Giza, supported by the Ethereum Foundation, has seen its AI Agent's asset management scale surpass $40 million, marking an increase of over 60% in the past month.Giza focuses on developing infrastructure for verifiable AI Agents within the DeFi sector. These AI Agents autonomously conduct market analysis, optimize assets, and execute trading strategies without human intervention, ensuring transparency and security through zero-knowledge proofs.
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Nvidia CEO Highlights Surging Demand for AI Computing Resources

According to Cointelegraph, Nvidia CEO Jensen Huang emphasized the escalating demand for computing resources driven by the rapid evolution of artificial intelligence (AI) models. Speaking at a live event in Las Vegas, Huang described the situation as an "intense race" towards the next technological frontier. He highlighted the fierce competition within the AI sector, noting that the computational requirements for AI are increasing exponentially. Huang stated that the demand for Nvidia GPUs is soaring as AI models grow by an order of magnitude each year. He remarked, "Everybody's trying to get to the next level and somebody is getting to the next level. And so therefore, all of it is a computing problem. The faster you compute, the sooner you can get to the next level of the next frontier." The rapid growth and adoption of AI have prompted several Bitcoin mining companies to shift their focus towards AI, either partially or entirely, over the past few years. This shift is partly due to the increasing difficulty of Bitcoin mining, while AI offers miners an opportunity to optimize their resources and potentially increase their revenues beyond Bitcoin. The rising demand for AI computing power could make this transition even more appealing for Bitcoin miners. During his address, Huang also discussed Nvidia's next-generation Rubin Vera chips, which are currently in full production and on schedule. He explained that the combination of Rubin and Vera chips, designed to work in tandem, will deliver five times greater AI computing performance compared to previous models. This advancement underscores Nvidia's commitment to staying at the forefront of AI technology and meeting the growing computational demands of the industry.
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Binance's AI Innovation Enhances Memecoin Understanding

Binance Blog published a new article, introducing Binance's groundbreaking vision-language model designed to generate fact-checked narratives for meme tokens. This innovative tool creates backstories from names, symbols, logos, and social media posts in under two seconds across multiple blockchain platforms. Each narrative undergoes rigorous evaluation for factuality, fluency, style, and relevance, ensuring high-quality and trustworthy outputs. Integrated into the Meme Rush feature, these narratives provide users with instant insights into token origins and motivations, significantly reducing research friction.The rapid creation of meme tokens has led to an information gap, with new tokens appearing frequently without context about their origins or creators. This leaves traders guessing, trying to decipher a constant influx of new coins with minimal information. Binance Wallet's Meme Rush addresses this issue by offering AI-generated narratives for each token, allowing users to understand the "why" behind each meme token instantly. The system continuously scans both on-chain and off-chain sources to gather essential details for new meme tokens from over ten launch platforms. This automated process enables Binance to index new tokens swiftly.The AI narrative system, built using a compact vision-language model, generates concise and easy-to-read narratives. To maintain speed during peak traffic, these narratives are cached in a high-performance database for quick access. Users can view the narrative instantly by hovering over the narrative icon on a token profile, providing quick context without the need for additional searches. This feature not only enhances user engagement but also positions Binance as a pioneer in integrating AI narratives with Web3 discovery, potentially boosting trust and community energy in the memecoin market.To ensure the narratives capture not just what a token is but why it exists, Binance has fine-tuned its vision-language model to read both text and logos, trained it across multi-chain meme ecosystems, and built an efficient data pipeline to track emerging token trends. The AI system is chain-agnostic, offering instant context for newly launched meme tokens without users leaving Binance Wallet. It understands different naming conventions, memes, and cultural trends, ensuring consistent and clear stories regardless of the blockchain a token originates from.Looking ahead, Binance plans to enhance the Meme Rush narrative system by continuously updating the model to capture the latest memes, token launches, and evolving language trends. The goal is to make the AI not just reactive but proactively insightful, connecting trends, culture, and markets in real-time across the Web3 ecosystem. As AI-driven insights become increasingly crucial in the crypto space, Binance is at the forefront, providing users with tools to navigate the complex world of meme tokens effectively. However, users are reminded to conduct their own research and consider their risk appetite before making investment decisions.
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