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.

연방 판사는 네바다주가 Kalshi 및 Polymarket 모회사 Blockratize를 상대로 제기한 소송을 주 법원으로 환송했다. 관련 주장이 주로 주법에 근거하며, 상품거래법이 주법 주장을 완전히 배제하지 않는다는 판단에서다. 이로써 네바다 규제 당국은 주 법원에서 임시 금지 명령을 계속 추구할 수 있게 되었으며, Kalshi와 Polymarket은 현지에서 이벤트 계약 거래 제공이 제한될 위험이 높아졌다. 보도에 따르면, Kalshi는 긴급 항소 옵션을 검토 중이며 Polymarket은 집행 유예를 신청했다. 이전에 네바다 측은 관련 이벤트 계약이 주법상 라이선스가 필요하다고 주장하며 소송을 제기한 바 있다. (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.

Polymarket은 Polygon에서 운영되므로, 모든 지갑, 모든 거래, 모든 포지션 규모는 공개 데이터입니다. 문제는 내부자 지갑을 발견할 수 있느냐가 아니라, 어떻게 관찰해야 하는지를 알고 있느냐에 있습니다.

샘 오트먼은 미래를 유일하게 꿰뚫어 보고 그에 대비하는 사람 역할을 하는 데 집착한다.

뉴욕 연방 법원은 유니스왑 랩스를 상대로 제기된 집단 소송을 기각하며, 해당 기업이 자체 분산형 프로토콜에서 제3자가 거래하는 사기성 토큰에 대해 책임이 없다고 판결했다. 캐서린 폴크 파일라 판사는 잔여 청구사항을 기판력 있는 기각으로 처리함으로써 2022년 처음 제기된 소송을 종결시켰다.

홍콩과 중국 본토는 블록체인을 국경 간 무역의 핵심 동맥에 고정시키기 위한 움직임을 보이고 있으며, 이는 아시아에서 가장 야심찬 디지털 인프라 프로젝트 중 하나가 될 수 있는 두 허브 간의 금융 통합을 심화시키고 있다.

암호화폐 시장은 초기 지정학적 위기 '매도' 이후 빠르게 손실을 만회하고 강하게 반등했다. 이는 다시 지정학적 위기 안전자산으로 인식되고 있음을 의미하는가? 자금 흐름이 순유입으로 전환된 것이 회복을 예고하는가? 향후 시장은 어떻게 전개될 것인가?

골든파이낸스가 암호화폐 및 블록체인 업계 아침 뉴스레터 《골든 아침 8시》 2984호를 발행합니다. 최신 디지털 화폐 및 블록체인 업계 소식을 가장 빠르게 전해드립니다.

예측 시장은 2025년에 무시할 수 없는 업계의 새로운 트렌드가 되었다.

NFT, Farcaster, Lens Protocol, friend.tech, 소비자 애플리케이션 문제 골든파이낸스, 암호화폐는 결코 대중을 위해 설계된 적이 없다.

골든파이낸스가 《골든 Web3.0 일간지》를 출시합니다. 최신 MEME, DeFi, DAO, NFT 및 메타버스 업계 소식을 가장 빠르게 제공합니다.

스탠다드차타드은행이 최근 발표한 연구 보고서에 따르면, 스테이블코인 발행사는 미국 단기 국채의 최대 구매자 중 하나가 될 전망이며, 향후 수년간 미국 정부의 자금 조달 방식을 재편할 가능성이 있다.