Goldman Sachs
Goldman Sachs is an American multinational investment bank and financial services company.
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Coinbase CEO Urges US Senate to Advance CLARITY Act Vote
: Coinbase CEO Brian Armstrong posted on X platform on July 27, urging the U.S. Senate to advance the vote on the CLARITY Act, stating that the bill was formed through years of bipartisan negotiations. Armstrong stated that the CLARITY Act would strengthen law enforcement powers, introduce new consumer protections, and provide a federal regulatory framework for the digital asset industry. He noted that there are currently no federal laws in the U.S. that protect consumers or support the development of the industry within the country. On July 22, U.S. Senate Republicans released an updated version of the CLARITY Act text, covering disclosure standards, registration requirements, anti-fraud provisions, and expanded anti-money laundering obligations for digital asset market participants. BlackRock, Fidelity Investments, Charles Schwab, and Goldman Sachs CEO David Solomon have expressed support for the bill.
Brian
Coinbase
Solomon
Asset manager Franklin Templeton, with $1.79 trillion in assets under management, supports the CLARITY Act
Asset management firm Franklin Templeton announced its support for the CLARITY Act on July 27. Franklin Resources had previously disclosed that as of June 30, its assets under management totaled $1.79 trillion, up from $1.78 trillion a month earlier. Franklin Templeton stated that the CLARITY Act would establish clearer rules for digital assets, help investors understand the protections available, and increase corporate certainty regarding the division of federal regulatory responsibilities. BlackRock, Fidelity Investments, Goldman Sachs, and Charles Schwab have previously publicly supported this market structure bill. Senate Republicans released an updated version on July 22, proposing to divide the regulatory oversight of digital assets between the U.S. Securities and Exchange Commission (SEC) and the Commodity Futures Trading Commission (CFTC).
Franklin
Franklin Templeton
June
BlackRock Supports CLARITY Act as Senate Legislative Window Narrows
: The world’s largest asset management company, BlackRock, has expressed support for the CLARITY Act. Samara Cohen, Senior Managing Director and Head of Global Market Development at BlackRock, stated the bill represents a significant step toward establishing an investor-first regulatory framework for digital assets. Cohen stated the bill will help shape the next phase of market structure in the US by supporting innovation while maintaining transparency, resilience, and investor protection. Fidelity, Goldman Sachs CEO David Solomon, and Charles Schwab have previously expressed support for related legislation or clearer digital asset rules. Last week, the US Senate Republicans released an updated version of the CLARITY Act, integrating work from both the Senate Banking Committee and the Agriculture Committee. Senate Majority Leader John Thune indicated that relevant Senate work could extend beyond the August recess. Crypto advocacy group Stand With Crypto stated that it has sent over 925,000 emails to Congress in 2025, exceeding 1.1 million contacts with Congress since its founding. The organization said each Senate vote on the CLARITY Act will be included in a public congressional scorecard.
August
Market
Solomon
Stand
贝莱德
Goldman Sachs Endorses CLARITY Act, Stating It Will Establish a Fair Regulatory Framework for the Crypto Market
Goldman Sachs Group CEO David Solomon stated that while the CLARITY Act is not perfect, he supports its advancement, believing it will establish a clearer and fairer regulatory framework for the digital asset market, enhance market stability, and promote innovation.Solomon said the most significant implication of the CLARITY Act is "creating a level playing field, allowing the market to develop healthily." This stance contrasts sharply with that of some banking executives, such as JPMorgan CEO Jamie Dimon. They argue that the bill, by allowing crypto companies to offer stablecoin products similar to interest-bearing deposits without assuming the same regulatory requirements as banks, could weaken the competitiveness of traditional banks.Currently, Republican senators in the U.S. have released a revised text of the CLARITY Act, which could be submitted to the Senate for a vote as early as next week. The bill aims to clarify the division of responsibilities between the U.S. Securities and Exchange Commission (SEC) and the Commodity Futures Trading Commission (CFTC) in regulating digital assets, and will continue negotiations on terms related to stablecoin issuance, consumer protection, and yield-bearing stablecoins. (CoinDesk)
CoinDesk
Market
Solomon
摩根大通
Bybit Lists AAL, CRM, GS US Stock Perpetual Contracts Today
Bybit adds 3 US stock perpetual contracts today: American Airlines (AALUSDT), Salesforce (CRMUSDT), and Goldman Sachs (GSUSDT), with up to 20x leverage. Enjoy limited-time fee discounts during the listing period: 0% fee rate for limit orders, 50% off for market orders.
Bybit
$3.5 Billion Debt Financing: Galaxy Digital to Support Data Center Projects
sources familiar with the matter revealed Galaxy Digital Inc. plans to issue approximately $3.5 billion in high-yield bonds for the first time, aiming to fund data center projects associated with CoreWeave Inc. According to the sources, Galaxy Digital is marketing the bond issuance to investors at a yield of around 9%. Morgan Stanley and Goldman Sachs are acting as underwriters for this issuance, with pricing expected to be finalized on Thursday. The sources requested anonymity as the information has not yet been made public.
Center
CoreWeave
Galaxy
Galaxy
Goldman Sachs: IPO Surge Hits Record, Danger Signal Hasn't Flashed Yet
According to TechFlow Research, Goldman Sachs' July 20 Top of Mind report pointed out that U.S. IPO proceeds in 2026 have already exceeded $125 billion, breaking the full-year record of 2021, and are expected to exceed $200 billion for the full year. But the number of IPOs is only about 60, far lower than the 400 in 1999 and 250 in 2021 during bubble periods, mainly driven by a few mega-tech companies. Goldman Sachs Chief U.S. Equity Strategist Snider believes late-cycle warning signals have not yet appeared, the household sector has become net buyers, annualized IPO proceeds account for only about 1% of the S&P 500 market cap, and market absorption capacity is underestimated. University of Florida Professor Ritter pointed out that high issuance volume predicts low returns, but the signal accuracy is only slightly higher than random (about 52%). Acadian Fund Manager Lamont warned that the issuance wave is one of the "Four Horsemen" of bubbles, but may mark the beginning rather than the end of a bubble; currently, first-day gains do not show extreme speculation signals. All three experts believe that IPO volume is moderate, valuations have not reached bubble levels, first-day gains are not out of control, and true danger signals have not yet appeared. Snider expects company buybacks in 2026 to be about $1.3 trillion, enough to offset new supply. If the AI narrative or corporate earnings undergo a significant shift, market and IPO prospects will change accordingly.
Record
Surge
Surge
Surge
Surge
Goldman Sachs: AI Spending Boom Harbors Concerns, Global Stocks Face Style Rotation
According to TechFlow Research, the Goldman Sachs Global Weekly Outlook noted that global stock markets fell approximately 2% last week. Intensified momentum unwinding dragged the technology sector down by 5%, while Japan, South Korea, and Taiwan saw declines ranging from 3% to 9%. Middle East tensions pushed Brent crude back above $88 per barrel, with energy and defensive sectors outperforming. The Goldman Sachs strategy team warned that the AI capital expenditure boom is accumulating risks. If the profitability of large-cap technology stocks declines before AI returns materialize, the stock market will face a double shock. Its long-term "regime-neutral" portfolio indicates lower equity weight, lower technology weight, and higher real asset allocation, but the cost of comprehensive position reduction in the short term is too high. Goldman Sachs proposed five compromise strategies: tilting towards quality factors, increasing allocation to real assets such as commodities and infrastructure, diversifying geographically to discounted markets such as Europe and Japan, hedging tail risks by going long volatility through options, and selectively participating in application-layer targets with stronger AI monetization capabilities.
Boom
Strait of Hormuz weekly vessel traffic drops nearly 50%, Brent crude approaches $92/barrel
Odaily News The US-Iran conflict enters its tenth day, with Brent crude briefly reaching $91.63/barrel on Tuesday before retreating to $91.26/barrel at 5:00 PM Eastern Time. The US benchmark West Texas Intermediate crude rose 2.3% to $84.38/barrel.Shipping disruptions in the Strait of Hormuz continue, with vessel traffic falling to 127 ships in the week ending July 19, a decrease of nearly 50% from 248 ships in the week ending July 12. Indian state-owned refiners Indian Oil and Mangalore Refinery and Petrochemicals have suspended crude oil loading from Iraq.Maritime intelligence data shows that the US Navy escort corridor has been largely abandoned, with vessel operators mainly rerouting through the northern passage of Iran. Goldman Sachs estimates that crude oil shipments from the Persian Gulf have fallen to below 45% of pre-war levels.
OpenAI appoints two CEOs of publicly traded financial companies as independent directors ahead of IPO
on July 21, OpenAI, the developer of ChatGPT, announced the appointment of David Velez, founder and CEO of Brazilian digital bank Nubank, and Robin Vince, CEO of BNY Mellon, as independent directors of the foundation and the company. With the addition of two new independent directors, OpenAI's board will expand from eight to ten members. David Velez founded Nubank in 2013 and previously led Latin American investments at Sequoia Capital, Goldman Sachs, and Morgan Stanley. Robin Vince spent 26 years at Goldman Sachs, serving as Chief Risk Officer and Chief Operating Officer. OpenAI is currently controlled by a non-profit foundation that pursues a for-profit public benefit corporation. Most board members serve on both the foundation and the company's board, with CEO Sam Altman being the sole internal director.
Robin
Grayscale Appoints Sebastian Pulido as Head of On-Chain Asset Management
According to official announcements, Grayscale has announced the appointment of Sebastian Pulido as Head of On-Chain Asset Management, responsible for leading the company's on-chain product strategy. Sebastian previously worked at Aave Labs, Goldman Sachs, and the Kinexys team at JPMorgan Chase, with extensive experience in institutional finance and digital assets.
Aave
Chain
Grayscale
摩根大通
Goldman Sachs: After Kimi K3 Release, Zhipu and MiniMax Plummet, Era of Compute Monopoly Faces End
According to TechFlow Research, Goldman Sachs' July 18 report pointed out that Moonshot AI released the Kimi K3 model, with 2.8 trillion parameters, surpassing Claude Fable 5 and GPT-5.6 Sol to top the Arena.ai coding leaderboard, with API pricing at $2.3 per million tokens setting a new high for Chinese models. Two days after the release, Zhipu AI fell 28%, MiniMax fell 16%, Nasdaq 100 index futures fell over 1.8%, and the Philadelphia Semiconductor Index cumulatively fell over 18% from highs. Goldman Sachs believes Kimi K3 marks a turning point: a Chinese lab unable to match the largest pre-training compute capacity in the West rapidly narrowed the gap with top US models through architectural innovation and reinforcement learning, proving that "scaling" is no longer the only winning path. Goldman Sachs warns that the "compute expansion era" may be ending, and the AI infrastructure investment logic built around "the more compute, the better" needs to be rewritten. Goldman Sachs maintains a Buy rating on MiniMax and Neutral on Zhipu AI. Future focus should be on the intensive launch of 2-5 trillion parameter models such as Zhipu GLM, Alibaba Qwen, and MiniMax M3 Pro.
Future
Golem
Moonshot
Moonshot
Moonshot
Neutral
Goldman Sachs: Don't Just Focus on AI, Three Themes Are Gaining Attention
According to TechFlow Research, Goldman Sachs' July 17 report pointed out that sharp volatility in AI infrastructure stocks prompted investors to seek non-AI directions. Over the past three months, the annualized volatility of Goldman Sachs' momentum factor reached 36%, hitting a 45-year high for non-recession periods, while the correlation of S&P 500 individual stocks fell to a historical low of 0.14.
Focus
Goldman Sachs: Data Center Power Scramble Spurs 50GWh Energy Storage Growth, FLNC Secures Exclusive NVIDIA Deal
According to TechFlow Research, Goldman Sachs' July 16 energy storage report pointed out that electricity demand from data centers is surging, traditional grid expansion requires four to eight years, and energy storage has become the fastest solution with a 12 to 18-month deployment cycle. Goldman Sachs estimates that by 2030, behind-the-meter energy storage opportunities in the US will bring about 50GWh of increment, plus 11GWh from 800V DC data centers, total US energy storage deployment will reach 172GWh, significantly upwardly revised from the previous 112GWh. Globally, annual energy storage installations are expected to reach 2100GWh by 2040. Goldman Sachs believes energy storage is transitioning from renewable energy supporting equipment to a necessity for AI infrastructure, which will change the industry valuation logic. In terms of targets, FLNC (Buy) secured exclusive battery partner qualification for Nvidia DSX Vera Rubin, data center pipeline projects reached 12GW, up 30% sequentially; CATL (Buy) has about 30% global energy storage market share, already used in Shanghai SenseTime data center; Tesla (Neutral) 2025 energy storage deployment 46.7GWh, energy business 2028 estimated revenue 29 billion USD; Energy Vault (Neutral) received 6x EV/EBITDA valuation; LGES (Buy) North America ESS capacity expected to reach 50GWh by end of 2026. Canadian Solar, Ford, Samsung SDI, Shoals, Sungrow are also worth watching. Goldman Sachs emphasizes the need to distinguish those with real order support
Center
DSX
Neutral
NVIDIA
Solar
Vera
AI dining platform Wonder completes $650 million financing, with ARK Invest and others participating
: AI dining platform Wonder announced the completion of a $650 million financing round, with participation from Accel, Google Ventures (GV), and NEA. New investors include ARK Invest, AllianceBernstein, and Kayne Anderson, with Goldman Sachs, Jefferies, and JPMorgan serving as placement agents. The company is developing an AI platform called "MEL," which automatically plans and orders meals tailored to individual needs by analyzing users' biometric indicators and physical conditions. It is reported that Wonder's post-money valuation has reached $9 billion, and the company plans to launch its initial public offering (IPO) early next year. (Fortune)
Ark
Ark
摩根大通
Goldman Sachs Raises Robinhood (HOOD) Price Target Again to $137
Goldman Sachs analyst James Yaro has released an analysis report on Robinhood (HOOD), maintaining a "Buy" rating and raising the price target from $121 to $137.
Price
Robinhood
Anthropic is Reportedly Targeting October for IPO, Investment Banks Have Arranged Pre-Communications with Investors
OdailyOdaily Planet Daily reports that Anthropic, the developer of the AI model Claude, is advancing plans for a large-scale IPO. Underwriter investment banks including Morgan Stanley, Goldman Sachs, and JPMorgan Chase have arranged preliminary meetings between the company's management and investors to gauge institutional investor interest and investment scale. Anthropic's goal is to go public as early as October. If the listing proceeds as planned, the company could enter the securities market ahead of its competitor, OpenAI. Anthropic raised $65 billion in its Series H financing in May, with a post-money valuation of $965 billion; its valuation in the over-the-counter market has already reached approximately $1.2 trillion. Measures by the U.S. government remain a variable factor.The U.S. Department of War listed Anthropic as a national security "supply chain risk" enterprise in March, and Anthropic has sued the federal government over the measure; the U.S. Department of Commerce restricted foreign access to the top-tier AI models Fable 5 and Mythos 5 in June, lifting the export controls 18 days later.
June
Mythos
Planet
Planet
Planet
摩根大通
DTCC Partners with JPMorgan Chase, Goldman Sachs, BlackRock, and Other Institutions to Pilot Stock and US Treasury Tokenization
According to The Wall Street Journal, the Depository Trust & Clearing Corporation (DTCC) launched a live pilot test for tokenized securities on July 15, with nearly 40 financial institutions and technology companies, including JPMorgan Chase, Goldman Sachs, BlackRock, Vanguard, and the New York Stock Exchange, participating in it.
Street
Treasury
摩根大通
贝莱德
DTCC will tokenize Microsoft, SPY, QQQ, and U.S. Treasuries for Wall Street firms
DTCC will tokenize Microsoft shares, SPY, QQQ, and U.S. Treasuries for Wall Street companies, with institutions including BlackRock, Goldman Sachs, and JPMorgan participating. These firms plan to use tokenized assets for collateral transfers, repurchase transactions, and stock trading. (The Wall Street Journal)
Street
摩根大通
贝莱德
Strategy Bitcoin Banking Adoption Index: Fidelity Leads at 71%, BNY and Goldman Sachs Rank Second and Third
Strategy's newly launched Bitcoin Banking Adoption Index shows Fidelity leading at 71%, followed by BNY at 46% in second place, and Goldman Sachs at 45% in third. JPMorgan, Morgan Stanley, and Citigroup each stand at 43%. The index evaluates the adoption of Bitcoin-related services across trading, custody, digital asset products, financing, and corporate participation among 25 major global institutions, with an overall adoption rate of 32%.The remaining institutions scored between 13% and 38%, with Wells Fargo at 38%, Banco Santander and Société Générale both at 35%, Charles Schwab and TD Bank both at 32%, BNP Paribas, HSBC, Crédit Agricole, and UBS each at 30%, Bank of America, Barclays, and Standard Chartered each at 28%, State Street at 27%, Mizuho and Deutsche Bank both at 22%, MUFG at 18%, Lloyd’s at 17%, and SMBC and Royal Bank of Canada both at 13% (Bitcoin.com News).
Bitcoin
Bitcoin.com
BNP Paribas
Strategy
Street