В Белоруссии планируют ввести цифровую валюту во второй половине 2026 года

investing.ruPubblicato 2025-04-20Pubblicato ultima volta 2025-04-20

Happycoin.club - Власти Белоруссии рассматривают возможность ввести цифровую валюту центрального банка (CBDC) во второй половине 2026 года. Об этом рассказал председатель Национального банка Романа Головченко.

Дорожная карта цифрового рубля включает три ключевых этапа: проектирование архитектуры платформы, разработка собственного программного обеспечения и создание нормативно-правовой базы для управления его работой.

В 2026 году планируется начать внедрение цифрового белорусского рубля для бизнеса, а в 2027 году — для государственных учреждений и широкой общественности. Головченко отметил, что цифровой рубль будет играть важную роль в трансграничных платежах, а Беларусь будет тесно сотрудничать с Россией, которая также реализует собственную инициативу по созданию и внедрению CBDC.

Белорусский центр банковских технологий уже начал разработку платформы цифрового рубля в начале этого года, выбрав в качестве основы блокчейн Hyperledger Fabric с открытым исходным кодом. Технологию Hyperledger для своих проектов CBDC также использует Россия и Бразилия.

С введением цифровой валюты центрального банка власти Беларуси планируют снизить значительное влияние международных санкций на свою экономику и стать частью растущего распространения криптовалют по всему миру.

Читайте оригинальную статью на сайте Happycoin.club

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From Corning to Ciena: The 10X Stock Opportunities in the AI Optical Communication Chain

From Copper to Light: The AI-Driven Optical Communication Supply Chain and Investment Opportunities The exponential data demands of AI are pushing data centers beyond the physical limits of copper cables, forcing a critical transition to optical communication. This shift from electrical to photonic signals over distances greater than ~3 feet solves heat, power, and bandwidth constraints. The real investment opportunity lies not just in headline chipmakers, but across the entire essential photonics supply chain. **Key Investment Layers & Companies:** * **Glass & Fiber:** **Corning** is a dominant, irreplaceable supplier of advanced fiber to all major cloud/AI players (Meta, Amazon, Google, MSFT, OpenAI, NVIDIA), with multi-billion-dollar, multi-year contracts locked in years ahead of delivery. Its profit growth (93%) far outpaces revenue growth (36%), showing pricing power. * **Interconnects:** **Amphenol**, a consolidating giant in high-speed connectors (both copper and optical), shows robust growth (>80% in AI data centers) and expanding margins post-acquisition. **Credo Technology** bridges old and new worlds, extending copper's life in racks while moving into optics. It has hyper-growth but carries high customer concentration risk. * **Systems:** **Ciena** is a leader in coherent optics, enabling massive data capacity upgrades on existing fiber. It has a massive, growing order backlog ($~7B) and strong ties with cloud providers. * **Upstream & Enablers:** **AXT** produces mission-critical indium phosphide wafers for lasers, creating a supply bottleneck, but faces significant geopolitical/export license risk from its China-based manufacturing. **VEO Solutions** is the essential "picks and shovels" play, providing test equipment needed by every component in the optical chain, regardless of the eventual winner. A new pure-play photonics ETF (**FOTO**) offers a consolidated investment vehicle for this theme, though it is new and small. The core thesis is clear: the move from copper to light is inevitable and accelerating, with wealth creation spreading across this critical, multi-layered supply chain.

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From Corning to Ciena: The 10X Stock Opportunities in the AI Optical Communication Chain

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A Chip Company Releases AIDC Energy Storage Certification Standards. Why NVIDIA? Computing Power Reshapes Power Supply Logic. Who's in the Lead and Who's Left Out?

NVIDIA has released a "Battery Energy Storage System Self-Certification Guide," setting strict technical standards for energy storage systems specifically for AI data centers (AIDC). The guide focuses solely on certifying the Power Conversion System (PCS), not the batteries, with 10 mandatory performance metrics and 12 validation tests requiring real-world and simulation comparisons. Key requirements include rapid dynamic response to AI workloads, high-frequency system telemetry, and detailed electromagnetic transient models. The move is driven by the extreme and fluctuating power demands of next-generation AI hardware. Modern AIDCs require energy storage systems to act as intelligent, controllable grid assets, not just passive backup, to manage instantaneous, massive power load shifts that traditional UPS systems cannot handle. This redefines the competitive landscape for energy storage providers, shifting focus from capacity and cost to advanced control capabilities and system integration. While the market potential is significant—with forecasts of hundreds of GWh in new demand by 2030—the certification creates a high barrier to entry. It requires proven PCS delivery volumes and credible plans for rapid capacity scaling, favoring established, well-resourced players. Early movers like Fluence (partnering with Siemens) and several Chinese companies have secured projects ahead of the standard, but new entrants must now navigate this rigorous, costly, and time-intensive certification process to compete in the AIDC energy storage market.

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A Chip Company Releases AIDC Energy Storage Certification Standards. Why NVIDIA? Computing Power Reshapes Power Supply Logic. Who's in the Lead and Who's Left Out?

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Those Who Wanted to Buy Have Already Bought: SpaceX Retail Frenzy Subsides, Real Selling Pressure Arrives in August

SpaceX (SPCX) debuted on June 12 at $150, soared to a record $225 by June 16 in a retail-fueled frenzy, then collapsed, losing over $600 billion in market cap in a single day this week and crashing back near its IPO price. Analysts note the initial surge was driven by record retail inflows exceeding those for major tech stocks, but momentum evaporated swiftly after the peak. The sell-off occurred with only 5% of shares freely tradable. The real pressure is yet to come: lock-up expirations starting in August could release up to 44% of insider shares by early September, potentially increasing the float ninefold. With retail buying exhausted and massive supply looming, analysts warn the path higher is now severely challenged, posing a broader risk to a market sustained by speculative momentum.

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Those Who Wanted to Buy Have Already Bought: SpaceX Retail Frenzy Subsides, Real Selling Pressure Arrives in August

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20-Year-Old Founder Hires 18-Year-Old Employee, Funded by 19-Year-Old

The AI industry is experiencing a radical youth movement. Companies are aggressively recruiting extremely young talent—interns as young as 17 with daily salaries up to $800, and recent undergraduates earning annual packages of $200k-$1M. This shift prioritizes being "AI Native"—a mindset more common in the post-2000 generation—over traditional experience. Major tech firms like ByteDance, Tencent, and Alibaba restructure to empower young researchers directly, finding that past management expertise can hinder innovation in this fast-paced field. This creates a self-reinforcing cycle: young researchers gain authority, hire peers, attract young investors, and start companies, collectively building a new power network that sidelines older professionals. The intense competition for a limited pool of top young minds has led to astronomical salaries, defensive hiring, and sophisticated early talent scouting from high school. However, this concentration of opportunity exacerbates inequality, leaving many experienced workers facing obsolescence as AI disrupts traditional tech roles. While rewarding "extraordinary" talent unprecedentedly, the industry is simultaneously delivering a harsh penalty for those perceived as ordinary or tied to outdated methods.

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20-Year-Old Founder Hires 18-Year-Old Employee, Funded by 19-Year-Old

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Micron Q2 Earnings Preview: Citi Raises Price Target

TL;DR: Ahead of Micron's Q2 FY26 earnings report on June 24, Citi raised its price target from $840 to $1,200, citing stronger-than-expected 2026 memory prices and high gross margins. The stock price had already neared $1,211, shifting focus to whether the aggressive earnings assumptions will hold. The $1,200 target is based on significantly higher FY27 EPS estimates ($114.73), driven by projections of DRAM ASPs rising 200% and NAND ASPs rising 186% in 2026. The bullish outlook hinges on the ongoing transition of spot price increases (DRAM up 52% YTD) to contract prices, with server demand being a key driver. Supply remains tight, with a projected 5% DRAM shortage in 2026, exacerbated by HBM production consuming capacity. Long-Term Agreements (LTAs) could provide stability but their specific terms are crucial. Risks include HBM yield/ramp challenges, potential industry overcapacity, and AI/data center capex fluctuations. With the stock near the target, future moves depend on the continuation of strong pricing, tight supply, and high margins.

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Micron Q2 Earnings Preview: Citi Raises Price Target

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