高盛

Many people still regard AI as a "tool", but the capital circle has already treated it as a "matter of life and death".

Goldman Sachs advisor and former UK Prime Minister Sunak has directly stated: small companies either quickly adopt AI or wait to be eliminated. This is not just a motivational statement; it's reality. In the past, competition was about scale, channels, and financing, but now it's about efficiency density. Those who can accomplish more with fewer people will survive longer.

The problem is that AI is no longer an added bonus; it is infrastructure. Customer service, risk control, investment research, content production, data analysis—almost every link can be restructured. A team of 10 people, if running mature AI processes in their system, could outperform a traditional company of 50 in terms of efficiency. This gap does not widen slowly; it expands exponentially.

The real danger is not whether to use it, but when to use it. The later you adopt, the further behind you fall. Because competitors are using AI to optimize cost structures, compress decision-making time, and enhance conversion efficiency. While you are still in meetings, they are already executing automation.

Moreover, this wave of change is different from the upgrades of the internet era. Back then, it was about whether to go online; now, the entire decision-making logic is being rewritten by algorithms. If companies do not embed AI into their core operations and only treat it as a fancy plugin, they will eventually be crushed by efficiency.

The market rewards efficiency and punishes sluggishness. By the time everyone realizes that AI is a necessity, the leaders will have already pulled ahead significantly.

To put it bluntly, this is not a discussion about trends; it is an elimination match.
#高盛 #AI

Goldman Sachs: The Federal Reserve may be more aggressive in cutting interest rates next year. In December 2025, Josh Schiffrin, Chief Strategist and Head of Financial Risk at Goldman Sachs' Global Banking and Markets Division, released a significant judgment: there is growing concern within the Federal Reserve about the sustainability of employment conditions, which means they may be more willing to lower interest rates further next year than the market previously assumed, and the threshold for taking additional rate-cutting action may be lower than the market's concerns before the meeting. Schiffrin pointed out that the next few employment reports will be key factors in determining whether the Federal Reserve will resume easing policies, but the market's focus needs to adjust - special attention should be paid to the unemployment rate, rather than the overall growth in non-farm employment numbers. Goldman Sachs' outlook for future monetary policy is bolder: the easing cycle will extend into 2026, and the federal funds target rate may drop to 3% or lower. The core logic supporting this judgment is that inflation will remain moderate while labor market slack will increase, which will provide operational space for the Federal Reserve to eliminate remaining policy constraints. The previous week, remarks by Federal Reserve Chairman Powell at a press conference were interpreted as signaling concerns about the sustainability of the labor market. Although the current basic situation for the Federal Reserve remains to keep interest rates unchanged and assess subsequent data, Goldman Sachs clearly believes that the winds are changing.

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moco, just go in, Goldman Sachs expects three interest rate cuts this year, in September, October, and December. This moco has 26 zeros, the interest rate needs to be reduced by many 0#大而美法案 #高盛

Goldman Sachs: The Fed is expected to implement a 25 basis point rate cut at each meeting from November 2024 to June 2025
#高盛 #美联储降息周期

February 19, 2026 #Web3 information gap:

1. #高盛 CEO has admitted defeat: acknowledges holding Bitcoin, Wall Street giants have completely softened.

2. #Base family feud: announces separation from the Optimism ecosystem, the L2 track begins to become competitive.

3. #华尔街 job snatch: BlackRock's ETH staking ETF fee drops to 0.25%, directly killing DeFi.

4. Exchanges are making big moves: Kraken acquires Magna, filling in gaps to prepare for IPO.

5. AI to conduct audits: OpenAI teams up with Paradigm to launch an EVM testing framework, AI begins auditing smart contracts.

6. Mining companies being forced to transform: aggressive investors urge Riot Platforms to abandon mining and fully embrace AI computing power.

7. #比特币 bonds are here: Ledn issues $188 million Bitcoin-backed ABS bonds, traditional finance is rapidly infiltrating.

8. New York can't sit still: plans to launch a tokenized asset trading platform for all-day trading, traditional exchanges are stepping in to grab a share.

9. Sui ETF opens: America's first interest-bearing SUI ETF officially trades, altcoins begin to be incorporated by institutions.

10. Aptos changes model: announces a shift to a deflationary model, reducing production to stabilize prices against market fluctuations.
$BTC $ETH $BNB

Goldman Sachs: Still expects the Fed to cut interest rates by 25 basis points next week
#高盛 #美联储减息

Goldman Sachs predicts: The Federal Reserve may be more aggressive in cutting interest rates next year, with unemployment rate weighting becoming a key reference indicator that exceeds non-farm payrolls.

Recently, Goldman Sachs updated its forecast for the Federal Reserve's monetary policy in 2026, believing that its attitude towards interest rate cuts may be more aggressive than previously expected by the market.

Josh Schiffrin, Chief Strategist of Goldman Sachs' Global Banking and Markets Division, stated that based on the remarks made by Federal Reserve Chairman Powell at the press conference, there is growing concern within the Federal Reserve about the sustainability of the job market.

This concern also implies that even if the Federal Reserve will still take a “wait-and-see approach to data and maintain current policy” as a baseline orientation, the threshold for initiating additional interest rate cuts again has already been lowered compared to the general expectations of the market before this meeting.

In assessing the future direction of the Federal Reserve's policy, Goldman Sachs suggests that the market shift focus to adjusting observation priorities. Schiffrin stated that in the upcoming multiple employment reports, the weighting of unemployment rate data will overshadow the changes in total non-farm employment, becoming the core basis for measuring whether the Federal Reserve will restart the easing cycle.

This shift in observation perspective clearly reflects that policymakers are considering a transition from simply focusing on the growth rate of the job market to placing greater emphasis on the stability and health of the labor market.

Based on the judgment that inflation will continue to show moderate trends and that the degree of labor market slack may further rise, Goldman Sachs expects the Federal Reserve's easing cycle to continue until 2026, until the federal funds target rate falls to 3% or even lower levels.

Overall, Goldman Sachs' forecast is more dovish than the mainstream views in the market. If inflationary pressures continue to ease and the job market shows signs of weakness, the Federal Reserve will gain sufficient policy space and willingness to act, gradually lifting the remaining policy restrictions against inflation and thus shifting towards a dovish stance to solidify economic growth.

#高盛 #美联储

Goldman Sachs issues a strong warning! The US stock market may face an 80 billion sell-off, with Bitcoin looking at 60,000 USD🚨

BTC has plummeted 45% from its peak, falling below the critical level of 70,000; open interest in futures has halved from 95 billion to 45 billion, with a completely bearish technical outlook. The US stock market is linked to crypto, with risk assets under pressure across the board, and 60,000 becoming the last line of defense!

#比特币 $BTC #高盛 #美股指数

Goldman Sachs remains bullish against the trend: a dip is a buying opportunity, expecting the resumption of navigation around the Strait of Hormuz

Market judgment: The Goldman Sachs strategy team believes that the recent global market correction is a good opportunity to buy, rather than the beginning of a long-term bear market.
Core support: Peter Oppenheimer pointed out that, despite facing resistance from the situation in the Middle East and concerns over AI, economic resilience and corporate profit growth will limit the depth of the correction.
Energy recovery: The optimistic outlook is based on the rapid repair of the energy supply chain, with expected oil transport disruptions maintaining low levels for 5 days.
Resumption timetable: Chief strategist Daan Struyven expects that the volume in the Strait of Hormuz will return to 70% within two weeks and achieve full normalization at 100% in four weeks.

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Goldman Sachs: The Fed is expected to implement a 25 basis point rate cut at each meeting from November 2024 to June 2025.
#高盛 #币安上线NEIRO #美联储宣布降息50个基点

[Breaking News] Former Coinbase employees launch cryptocurrency platform TrueX

Golden Finance reported that two former senior employees of Coinbase Global Inc. are launching a cryptocurrency platform called TrueX, which will use PayPal Holdings Inc.'s stablecoin as its preferred trading token. Before co-founding TrueX, Vishal Gupta was the head of exchange at Coinbase. He oversaw the launch of the USDC stablecoin during his tenure at Circle Internet Financial Ltd. Patrick McCreary previously worked as a senior engineer at Coinbase. Both worked at Goldman Sachs Group.

#coinbase #金融财经 $USDC #circle #paypal #高盛

[Goldman Sachs predicts: U.S. and European interest rate cuts may push commodity returns to 15% this year, gold hits $2,300]

Goldman Sachs said commodity prices will rise this year as interest rate cuts from the Federal Reserve and the European Central Bank help support industrial and consumer demand. Goldman Sachs expects copper to rise to $10,000 per ton, aluminum to $2,600 per ton, and gold to $2,300 per ounce by the end of the year.

Goldman Sachs analysts including Samantha Dart and Daan Struyven said in a March 24 report that raw material prices could rebound by 15% in 2024 as borrowing costs fall, manufacturing recovers and geopolitical risks persist. Copper, aluminum, gold and petroleum product prices are likely to climb, the bank said. The bank also stressed that investors need to be selective as gains are not universal.

Commodity prices rose in the first quarter, with crude oil prices strengthening, gold prices hitting record highs, and copper prices exceeding $9,000 per ton. Policymakers at the Federal Reserve and the European Central Bank have signaled their intention to lower borrowing costs this year as inflation recedes. In addition, China has stated that it will further support economic recovery.

“We find that U.S. interest rate cuts in a non-recessionary environment lead to higher commodity prices, with the biggest boost to metals (particularly copper and gold), followed by crude oil,” the analysts said. “Importantly, as more The positive impact on prices tends to grow over time as the boost from looser financial conditions emerges gradually."

Goldman's cautiously optimistic outlook echoes that of other market watchers. Macquarie said earlier this month that commodity prices were entering a new round of cyclical gains, driven by tighter supplies and an improving global economy. Jeff Currie, the former head of commodities research at Goldman Sachs and now at Carlyle Group, also predicted that commodity prices will rise as the Federal Reserve cuts interest rates. Additionally, JPMorgan highlighted gold’s upside potential.

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Goldman Sachs and Bank of New York Mellon Collaborate to Bring $7 Trillion Money Market into the Cryptocurrency Space

On July 24, Goldman Sachs Group (GS.US) and Bank of New York Mellon (BK.US) announced a groundbreaking collaboration aimed at integrating blockchain technology into the money market fund (MMF) ecosystem and promoting further convergence of traditional finance with digital asset infrastructure.

At the heart of this collaboration is the plan by the two financial giants to utilize Goldman Sachs' GS DAP® private blockchain platform to establish tokenized records of customer ownership for specific money market funds (MMF) using blockchain distributed ledger technology. This innovative application is a first in the U.S. financial markets.

The collaboration has attracted participation from top asset management companies such as BlackRock and Fidelity Investments. Through Bank of New York Mellon's LiquidityDirectSM platform, investors can directly subscribe to and redeem tokenized fund shares. This innovation does not replace traditional financial record systems but overlays a blockchain layer on the existing framework to enhance asset liquidity and efficiency of use.

Goldman Sachs' GS DAP® is built on Digital Asset's smart contract technology, providing programmable financial functions for institutions and completing pilot projects like bond issuance in the Asia-Europe market. Meanwhile, Bank of New York Mellon is responsible for official custody duties, using blockchain technology to enhance asset transfer efficiency under compliance requirements.

Executives from Bank of New York Mellon stated that this collaboration marks a significant breakthrough in the digital transformation of financial infrastructure. The head of digital assets at Goldman Sachs expressed that this technology could enhance the efficiency of collateral usage in money market funds, laying the groundwork for the tokenization of other financial assets such as stocks and bonds. Currently, the collaboration primarily covers the U.S. market, but executives from both sides indicated plans to expand this model to global markets.

In summary, this strategic collaboration marks a key step in the deep integration of traditional finance with blockchain technology.

As the $7 trillion money market fund market embraces tokenization technology, it will not only significantly improve the operational efficiency of existing financial infrastructure but may also trigger a chain reaction in the digital transformation of the entire financial industry.

From a broader perspective, this move could reshape the operational model of global capital markets and open up new possibilities for financial innovation.

#高盛 #纽约梅隆银行 #MMF代币化

💰 Goldman Sachs Analysis: Gold Remains the Safe Haven King Under Monetary Pressure! $SCRT

Recently, Goldman Sachs analysts pointed out that amid global economic uncertainty and increased volatility of the dollar, gold remains a core safe haven asset in investment portfolios✨📈. Demand is expected to continue to strengthen, and gold prices are likely to remain resilient.

📌 Source: WebProNews $FHE $DUSK

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