Donald Trump has denied the signing a major artificial intelligence decree after stating that parts of the proposal could undermine the United States’ technological edge over China in the escalating global AI race.

The probability of a rate hike by the European Central Bank (ECB) in June is currently estimated at 70%, according to recent money market pricing. According to Jin10, this marks a decrease from the 80% probability observed at the close of trading last Friday.

B3 has successfully registered the first guaranteed over-the-counter (OTC) flexible option tied to Hashdex's HASH11 crypto-index ETF. According to NS3.AI, the transaction was executed between Inter and XP, with B3's clearinghouse acting as the central counterparty. This structure integrates crypto ETF-linked exposure within regulated systems for counterparty risk, margining, clearing, and settlement.

长期看，华为“韬定律”与整个产业技术演进的方向是高度一致的。芯片性能的提升，不能再只依赖“把晶体管做小”。

SoftBank Group plans to issue subordinated bonds worth 260 billion yen ($16 billion) to retail investors, marking its return to the retail bond market just two months after its last issuance. According to Jin10, documents disclosed on Monday reveal that these bonds will have a 35-year term, with an option for the issuer to redeem them after five years. The bonds are set to be priced on June 5, with an initial five-year coupon guidance range of 4.8%-5.6%. The move comes amid increasing demand for funds related to artificial intelligence investments. Previously, SoftBank reduced a $10 billion margin loan plan secured by its OpenAI holdings, highlighting the growing pressure on its financing situation. SoftBank's investment in OpenAI has exceeded $60 billion, facing substantial financing needs related to AI infrastructure spending and other investments. Measured by credit default swaps (CDS), SoftBank's credit risk remains among the highest for Japanese companies, having widened by approximately 70 basis points since 2026.

Australia has introduced a policy requiring liquefied natural gas (LNG) producers to reserve 20% of their export volume for domestic use. According to Jin10, this policy is expected to apply to all projects and existing contracts, increasing pressure on companies to ensure local supply. The government's draft policy, released on Monday, states that export contracts signed on or before December 22, 2025, will be 'respected,' provided that projects can demonstrate that fulfilling the 20% domestic gas obligation or sourcing alternative gas would not breach these contracts. The proposal has faced strong opposition from the industry, which argues that it will deter investment and harm Australia's reputation as a reliable exporter. This move comes as Australia anticipates a gas supply shortage on the east coast, compounded by the Iran war, which has restricted about one-fifth of global LNG supply, primarily from Qatar, from reaching international markets. The report indicates that companies can meet their obligations by procuring third-party gas, engaging in regional swaps, reducing export deliveries, or sourcing LNG from their global asset portfolios and international markets. The proposal aims to create a 'moderate supply surplus' in the domestic market, allowing regulators to permit the export of excess gas, meaning the actual impact on Australian exports will be significantly less than 20%.

怎么看待华为发表“韬（τ）定律”，半导体技术实现新突破？

也许这就是这一轮 AI 和上一轮软件周期最大的不同。软件曾经让世界变轻。AI 可能会让科技重新变重。

以太坊联合创始人Vitalik Buterin在社交媒体发布长文谈以太坊基金会未来转型与发展。

Galaxy Digital最新研究报告分析称，受两起涉案金额达数亿美元的漏洞攻击事件及资产价格下跌影响，链上借贷规模连续两个季度收缩。

Michael Saylor said Strategy paused Bitcoin purchases this week while the company focuses on bonds and managing its financing structure.

Harvard University’s endowment fund has fully exited its Ether position after holding it for just one quarter, marking another sign of weakening institutional confidence in Ethereum during the ongoing crypto bear market.

OpenAI 还没有上市，但 OpenAI 的上市预期，已经被加密市场提前做成了可交易资产。这就是今天金融市场最有意思、也最危险的变化。

人工智能,AI Agent,LLM,重新理解"AI 到底好不好用"——真正拉开差距的不是模型,而是你的使用能力 金色财经,真正拉开差距的不是模型,而是你的使用能力。