SEB's Chief Rate Strategist, Jussi Hiljanen, has indicated that a prolonged conflict in the Middle East could lead to an increase in U.S. and German bond yields. According to Jin10, Hiljanen's report suggests that the yield on the U.S. 2-year Treasury could rise to between 3.80% and 4.00%. Concurrently, the yield on Germany's 2-year government bonds might increase to between 2.70% and 2.80%. Hiljanen noted that in the U.S., a rapid rise in short-term yields could initially flatten the yield curve. However, if the market does not price in a scenario of economic collapse, a subsequent rapid increase in long-term yields could steepen the curve.

The Philippines' top security official announced that further investigations are underway following the apprehension of three Filipino nationals accused of leaking sensitive information to Beijing. Bloomberg posted on X, highlighting the ongoing probe as authorities seek to uncover the extent of the alleged breach. The security official emphasized the seriousness of the situation and the potential implications for national security. The investigation aims to determine whether additional individuals are involved in the leak and to assess the impact on the country's security protocols. The apprehended individuals are currently under scrutiny as part of the broader investigation. The security official assured that measures are being taken to prevent future incidents and to safeguard sensitive information. The situation underscores the importance of maintaining stringent security measures and the vigilance required to protect national interests.

Hungarian Prime Minister Viktor Orban has stated that Hungary will not support Ukraine's accession to the European Union. According to Jin10, Orban's remarks highlight ongoing geopolitical tensions in the region. The statement comes amid broader discussions on EU expansion and the integration of Eastern European countries. Hungary's stance may influence the EU's future decisions regarding membership criteria and geopolitical alliances. Orban's position reflects Hungary's strategic interests and its approach to regional politics.

International Container Terminal Services Inc. (ICTSI) from the Philippines remains focused on its global expansion strategy despite ongoing conflicts in the Middle East. Bloomberg posted on X that the company is actively seeking acquisition and growth opportunities across Africa, Latin America, and Southeast Asia. ICTSI's commitment to expanding its operations highlights its resilience and strategic vision in navigating geopolitical challenges while pursuing growth in emerging markets.

韓国KOSPI指数は今週10.56％下落し、2020年3月以来の最大週間下落幅を記録した。(金十)

The Indian government's postponement in finalizing amendments to listing regulations is jeopardizing Mukesh Ambani's plans for an initial public offering (IPO) of Jio Platforms. Bloomberg posted on X, highlighting the potential impact on the timeline set by Reliance Industries. The delay in regulatory changes could affect the strategic objectives of the telecommunications giant, which has been preparing for the IPO to capitalize on its market position. Jio Platforms, a subsidiary of Reliance Industries, has been a significant player in India's digital services sector, attracting substantial investments from global entities. The IPO is seen as a crucial step in expanding its reach and enhancing its financial standing. However, the uncertainty surrounding the listing rules has introduced challenges to the planned schedule. The Indian government has been working on revising the listing regulations to accommodate evolving market dynamics and ensure robust governance standards. These changes are essential for companies like Jio Platforms, aiming to navigate the complexities of public listings effectively. Mukesh Ambani, the chairman of Reliance Industries, has been instrumental in driving the growth of Jio Platforms, which has rapidly transformed India's digital landscape. The delay in the IPO process could impact the company's strategic initiatives and investor confidence. As the government continues to deliberate on the regulatory amendments, stakeholders are closely monitoring the situation, hoping for a resolution that aligns with the interests of both the company and the broader market. The outcome of these deliberations will be pivotal in determining the future trajectory of Jio Platforms' public offering.

The Iranian Red Crescent has reported significant damage to residential areas following recent attacks attributed to the United States and Israel. According to Jin10, more than 3,000 homes have been affected, highlighting the severe impact on local communities. The organization is actively involved in providing relief and support to those affected by the destruction. The situation underscores ongoing geopolitical tensions in the region, with implications for international relations and humanitarian efforts.

Poland is expected to maintain its current interest rates while the conflict in Iran persists, according to Henryk Wnorowski, a key policymaker. Bloomberg posted on X, highlighting Wnorowski's stance on the matter, which reflects the country's cautious approach to monetary policy during geopolitical tensions. The ongoing situation in Iran has prompted Poland to adopt a wait-and-see strategy, avoiding any immediate changes to its interest rates. This decision underscores the impact of international conflicts on national economic policies, as Poland prioritizes stability in uncertain times.

BitwiseのCIOマット・フーガン氏は、ほぼ全ての暗号通貨が上昇する熱狂的なアルトコイン相場は再び訪れない可能性があると述べた。我々は非伝統的なアルトコインシーズンを迎えるだろう——実用的な価値と実際の影響力を持つアルトコインを報いるシーズンだ。フーガン氏は、今後のアルトコイン相場は市場に特定のトークン、特に大企業に関連するトークンの「再評価」をもたらす可能性があると指摘した。（Cointelegraph）

Solana-based decentralized exchange Jupiter has introduced the Jupiter Card, an innovative on-chain payment card integrated into its mobile application. According to NS3.AI, this new card allows users to spend USDC at merchants worldwide that accept Visa, enhancing the utility of digital currencies in everyday transactions. The integration aims to streamline the process of using cryptocurrencies for payments, potentially increasing adoption among users seeking convenient and secure payment options.

世界で2番目に大きなステーブルコイン発行体であるCircleが、なぜAI決済の最大の受益者となったのか？

投資の本質とは、到来したもののまだ均等に分配されていない未来において、価格のミスマッチを見出すことである。

米証券取引委員会（SEC）は、ジャスティン・サン氏の関連企業が1000万ドルの罰金支払いに合意したことを受け、同氏に対する訴訟を取り下げる。本件では、サン氏とその企業がTRON（TRX）に関連する違法なトークン販売とウォッシュトレードを行ったと訴えられていた。

コインベースの株主が、同取引所の複数の最高幹部および取締役を相手取り、コンプライアンスと開示慣行を適切に監督しなかったとして、派生訴訟を提起した。

現在、世界の金融構造は体系的に、人間中心のデジタルビジネスから自律型エージェントビジネスモデルへと移行している。この転換は、インターネットネイティブ決済ゲートウェイの登場以来、取引ライフサイクルにおける最も重大な再構築を意味する。

ニューヨーク連邦裁判所に提出された最終判決案によると、SECは、TRONブロックチェーン関連企業であるRainberryが1000万ドルの民事罰金を支払うことを条件に、孫宇晨およびTRON財団、BitTorrent財団に対する残りの訴追を取り下げる。

Anthropicの創業者ダリオは、プログラミングが最初に消え、ソフトウェアエンジニアリングは遅れて消えるが、最終的にはAIに大きく代替されると考えている。若者は人間中心の仕事、物理世界での仕事、そして批判的思考を学ぶべきだ。

クラーケン・フィナンシャルが米連邦準備制度理事会（FRB）のプライム口座開設を承認された背景には、伝統的銀行業界の集団的恐怖、FRBの綱渡り的な危機管理、ステーブルコイン二大巨頭の生死をかけた決戦、そしてウォール街の兆単位資本の狂乱が潜んでいる。

イランの地政学的危機が世界のリスク選好を再構築する中、ビットコインの価格動向と資金移動データは、投資家がもはや無視できない物語を語っている。

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2987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。