JPMorgan has upgraded its rating for COSCO Shipping Energy Transportation's A-shares from 'neutral' to 'overweight,' according to Jin10. The report, titled 'Black Swan Overlap,' also maintains an 'overweight' rating for the company's H-shares. The valuation method has been revised from price-to-book ratio to price-to-earnings ratio, with target P/E ratios set at 15x for H-shares and 21x for A-shares this year. Consequently, the target price for H-shares has been doubled from HKD 12 to HKD 24, while the A-shares target price has been significantly increased from RMB 13 to RMB 28. This adjustment is attributed to three structural shocks—tensions with Iran, tightening of compliant shipping capacity, and market consolidation—that have enhanced the profitability of very large crude carriers, positioning them at a higher level.

U.S. President Donald Trump recently stated that the United States' ammunition reserves are at unprecedented levels of quality and quantity. According to Jin10, Trump emphasized that the current stockpiles are superior to those of other nations and could sustain prolonged military engagements. He noted that while the U.S. is well-stocked with high-end weapons, there is still room for improvement. Trump criticized President Joe Biden, accusing him of prioritizing aid to Ukraine over replenishing U.S. military supplies. He claimed that Biden has provided Ukraine with high-end equipment worth billions without considering the need to restock. Trump highlighted his efforts to rebuild the military during his first term, asserting that the U.S. is now well-prepared for significant victories.

One of Taiwan's largest pension funds is reportedly exploring the possibility of engaging asset managers to assist in investing in international markets. Bloomberg posted on X, citing sources familiar with the matter, that this move comes less than a year after the fund last issued similar mandates. The pension fund's consideration of overseas investments highlights its strategy to diversify and potentially enhance returns by tapping into global markets. This development reflects a broader trend among institutional investors seeking to optimize their portfolios through international exposure.

The National Highways Authority of India is gearing up to list its infrastructure investment trust units through an initial public offering (IPO) that could raise up to $656 million. Bloomberg posted on X, highlighting the potential financial impact of this move. The IPO aims to attract significant investment into India's infrastructure sector, which is crucial for the country's economic growth and development. The trust's listing is expected to enhance transparency and provide investors with an opportunity to participate in India's infrastructure expansion. This development comes as India continues to focus on improving its infrastructure to support its growing economy.

Dubai, once known for attracting hedge funds, is now focusing on its missile defense capabilities. Bloomberg posted on X, highlighting the city's transition from financial success to prioritizing security measures. This shift reflects broader geopolitical tensions and the need for enhanced defense systems. As Dubai adapts to changing global dynamics, its emphasis on security underscores the evolving priorities in the region.

連邦判事は、ネバダ州がKalshiおよびPolymarketの親会社Blockratizeを相手取った訴訟を州裁判所に差し戻した。関連する主張は主に州法に基づくものであり、商品取引法（Commodity Exchange Act）が州法に基づく主張を完全に排除するものではないと判断した。この措置により、ネバダ州の規制当局は州裁判所で暫定差し止め命令の継続的な請求が可能となり、KalshiとPolymarketは現地でイベント契約取引の提供が制限されるリスクが高まった。報道によれば、Kalshiは緊急上訴の選択肢を検討中であり、Polymarketは執行停止を申請した。ネバダ州側は以前、関連イベント契約が州法下で免許取得を必要とするとして提訴していた。（Decrypt）

A federal judge has decided to remand the legal disputes involving prediction markets Kalshi and Polymarket back to Nevada state court. According to NS3.AI, this move allows state regulators to pursue injunctions against these platforms. The ruling challenges the platforms' assertions of exclusive federal jurisdiction, increasing the likelihood of trading halts in Nevada. This decision could encourage other states to take similar actions, complicating compliance efforts and potentially fragmenting liquidity within the expanding prediction market sector.

Top officials from the United States and China are scheduled to meet in Paris in mid-March, indicating that the summit between U.S. President Donald Trump and Chinese President Xi Jinping is proceeding as planned despite ongoing global tensions. Bloomberg posted on X, highlighting the significance of this meeting in the context of strained international relations. The discussions are expected to focus on various bilateral issues, aiming to strengthen diplomatic ties between the two nations. The meeting comes at a time when geopolitical challenges, including the situation in Iran, are impacting global diplomacy. Both countries are keen to maintain dialogue and cooperation, underscoring the importance of their relationship in addressing international concerns.

The Bank of Japan Governor Kazuo Ueda announced plans to conduct technical trials for settling central bank currency in the form of demand deposits using a blockchain-based system. According to Odaily, this initiative aims to explore the potential of blockchain technology in enhancing the efficiency and security of financial transactions. The trials are part of the Bank of Japan's ongoing efforts to innovate and adapt to emerging technologies in the financial sector.

The U.S. Central Command has announced that American forces have destroyed several key Iranian military installations during ongoing operations. According to Jin10, the targeted facilities include command and control centers of the Revolutionary Guard, air defense systems, missile and drone launch sites, and military airports. The U.S. military emphasized its commitment to taking decisive action against the imminent threats posed by the Iranian regime.

PolymarketはPolygon上で稼働しており、これは各ウォレット、各取引、各ポジション規模が公開データであることを意味します。問題はインサイダーウォレットを発見できるかどうかではなく、観察方法を知っているかどうかです。

サム・オットマンは、未来を見通し、それに備える唯一の人物を演じることに取り憑かれている。

ニューヨーク連邦裁判所は、ユニスワップ・ラボズに対する集団訴訟を却下し、同社が分散型プロトコル上で第三者が取引する詐欺トークンについて責任を負わないとの判決を下した。キャサリン・ポーク・ファイラ判事は残りの請求を棄却し、2022年に提訴された訴訟に終止符を打った。

香港と中国本土は、ブロックチェーンを国境を越えた貿易の動脈に組み込む動きを進めており、両拠点間の金融統合を深めている。これはアジアで最も野心的なデジタルインフラプロジェクトの一つとなる可能性がある。

暗号資産市場は、初期の地政学的危機に伴う「売り圧力」の後、迅速に失地を回復し力強い反発を見せた。これは再び地政学的危機の安全資産として認識され始めたことを意味するのか？資金フローが再び純流入を記録したことは回復の前兆となるのか？今後の市場はどのように展開していくのか？

金色财经が提供する暗号通貨・ブロックチェーン業界の朝刊『金色早8点』第2984号。最新・最速のデジタル通貨とブロックチェーン業界ニュースをお届けします。

予測市場は2025年までに無視できない業界の新たなトレンドとなっている。

NFT、Farcaster、Lens Protocol、friend.tech、消費者向けアプリケーションの問題ゴールデンファイナンス、暗号通貨はそもそも一般大衆向けに設計されたものではない。

金色财经は『金色Web3.0日報』を創刊し、MEME、DeFi、DAO、NFT、メタバース業界の最新ニュースをいち早くお届けします。

スタンダードチャータード銀行の最新調査報告書によると、ステーブルコイン発行体は米国短期国債の最大の買い手の一つとなる可能性があり、今後数年間で米国政府の資金調達方法を再構築する可能性がある。