От запрета к принятию: Пакистан меняет курс в отношении криптовалют

cryptonews.ruPublished on 2022-02-23Last updated on 2025-03-23

Глава Криптовалютного совета Пакистана Билал Бин Сакиб (Bilal Bin Saqib) предложил использовать избыточную энергию страны для майнинга биткоина на первом заседании криптовалютного совета 21 марта.

По данным издания The Nation, совет изучает всеобъемлющие нормативные базы для криптовалют, чтобы привлечь прямые иностранные инвестиции и превратить Пакистан в криптовалютный хаб.

В заседании приняли участие законодатели, управляющий Банка Пакистана, председатель Комиссии по ценным бумагам и биржам (SEC) Пакистана и федеральный секретарь по информационным технологиям. Сенатор Мухаммад Аурангзеб (Muhammad Aurangzeb) так высказался о встрече: «Это начало новой цифровой главы для нашей экономики. Мы стремимся создать прозрачную, ориентированную на будущее финансовую экосистему, которая привлекает инвестиции, расширяет возможности нашей молодежи и выводит Пакистан на мировую арену в качестве лидера в области развивающихся технологий».

Криптовалютный совет представляет собой радикальный отход от предыдущей позиции правительства Пакистана по отношению к криптовалютам. В мае 2023 года бывший государственный министр финансов и доходов Айша Гаус Паша (Aisha Ghaus Pasha) заявила, что криптовалюты никогда не будут легализованы в стране.

Паша ссылалась на ограничения по борьбе с отмыванием денег в рамках Группы разработки финансовых мер борьбы с отмыванием денег (FATF) как на основную причину антикриптовалютной позиции правительства.

Присутствие майнеров биткоина может стабилизировать электрические сети

Правительство Пакистана 4 ноября 2024 года приступило к регулированию криптовалют как законного платежного средства — в тот же день, когда в Соединенных Штатах прошли выборы.

После переизбрания Дональда Трампа в США и инаугурации 20 января, Трамп быстро установил политику, благоприятную для криптовалют на федеральном уровне.

23 января президент Трамп подписал указ об учреждении Рабочей группы по цифровым активам — консультативного совета, которому поручено изучить всеобъемлющую реформу регулирования цифровых активов.

Президент Трамп также подписал указ о создании стратегического резерва биткоина и отдельного хранилища цифровых активов в марте 2025 года, который, вероятно, будет включать криптовалюты, созданные американскими компаниями.

Пакистан и США демонстрируют схожую динамику в отношении к криптовалютным активам, переходя от скептицизма к активной интеграции. Международное сообщество внимательно наблюдает за развитием криптовалютных инициатив Пакистана, которые могут стать важным фактором в формировании глобального ландшафта цифровых активов.

GLM Hits a Trillion, Will DeepSeek Be Far Behind?

Zhipu AI, a Chinese AI company, has reached a market capitalization exceeding HK$1 trillion, with its stock rising over 1900% this year. Its valuation now rivals half of Alibaba's, highlighting intense market speculation around Chinese AI firms. Despite 2025 revenues of only ¥7.24 billion and a net loss of ¥47.18 billion, investors are pricing in massive future growth, driven by its GLM-5.2 model and its positioning as China's potential answer to Anthropic. The surge reflects a broader trend: soaring valuations for AI companies across primary and secondary markets. DeepSeek's latest funding round valued it over $50 billion, while other players like MiniMax and StepFun are also targeting listings. This capital influx is concentrated in hard tech and AI within Hong Kong's IPO market. However, concerns about a bubble are mounting. Zhipu's high valuation, volatile trading, and impending share lock-up expiries pose near-term risks. The core challenge for Zhipu and its peers is transforming advanced model capabilities into sustainable revenue and profit, following the path of Anthropic which is nearing operational profitability. The trillion-HK dollar mark for Zhipu represents a symbolic peak for China's AI industry, but its permanence hinges on demonstrable commercial success.

marsbit6m ago

GLM Hits a Trillion, Will DeepSeek Be Far Behind?

marsbit6m ago

BTC Market Pulse: Week 26

Bitcoin's market activity has cooled as it consolidates after a strong recovery. Spot trading volume has decreased, and order flow has shifted to net selling. While price momentum remains constructive, institutional demand has softened, evidenced by continued net outflows from US spot ETFs and lower on-chain transfer volumes. Derivatives markets show a cautious stance. Futures open interest is stable, but declining perpetual buying pressure and a rise in demand for downside protection indicate a more defensive trader posture. Beneath the surface, supply dynamics remain supportive. Supply is increasingly held by long-term holders, profitability is high, and realized gains are increasing. A slight rise in active short-term capital could lead to higher volatility. Overall, Bitcoin is range-bound. Fading momentum and moderated participation are balanced by resilient holder behavior, stable futures positioning, and healthy profitability, creating a foundation that awaits the next major market catalyst.

insights.glassnode5h ago

insights.glassnode5h ago

Infamous MEV Bot JaredFromSubway Drained For $7.5 Million

The notorious Ethereum MEV bot "JaredFromSubway" has been drained of approximately $7.5 million after attackers tricked its automated system. Security firm Blockaid reported that the bot was deceived into approving malicious trading routes by attacker-controlled contracts. These approvals were then used to siphon WETH, USDC, and USDT from the bot's contract. The incident is ironic as MEV bots are designed to exploit minute market advantages, but in this case, its own automation became the vulnerability. The attack specifically targeted the bot's trading logic, not the Ethereum protocol or a broader DeFi application. It underscores a critical risk in automated trading: the pursuit of speed can create fragility, making systems susceptible to carefully crafted traps. While the financial loss is significant, the broader impact is reputational for MEV infrastructure. It serves as a warning that automated systems granting token approvals require stringent safeguards, simulation, and route verification. The event is considered a targeted exploit on a trading bot, not a network-wide security issue.

bitcoinist7h ago

Infamous MEV Bot JaredFromSubway Drained For $7.5 Million

bitcoinist7h ago

Report Interpretation: J.P. Morgan Details Micron's Pre-Earnings Sentiment, Current Hardware Sector Dynamics

Morgan Stanley analyst Joshua Meyers' report (June 21, 2026) highlights key trends in the hardware and semiconductor sector ahead of Micron's earnings. The core takeaways are: 1. **Micron & Memory:** Memory remains a high-conviction long theme, driven by strong AI demand and rising ASPs. However, investor focus is shifting to the sustainability of Micron's >80% gross margins and the specifics of potential new long-term supply agreements (SCAs). 2. **Hardware Supply Chain:** AI-related demand for servers, networking, and storage remains robust, but company performance is diverging. Celestica (CLS) shows improved margin confidence, Western Digital and Seagate benefit from pricing, Fabrinet (FN) sees predictable AI optics growth, and Teradyne (TER) anticipates a new Google customer. 3. **AI Capex & WFE Forecasts:** JPMorgan increased its Wafer Fab Equipment (WFE) market growth forecasts to 28% in 2026 and 29% in 2027. AI infrastructure financing is evolving, with higher project-level debt reducing constraints on capex expansion. The report signals that while the AI-driven hardware cycle is strong, the market is entering a phase focused on execution verification (e.g., Micron's SCA details, Fabrinet's ramp with Amazon) and valuation sustainability. Key near-term signals include Micron's guidance, Arista Networks' outlook, and the pace of demand normalization post potential tariff-related pull-ins.

marsbit8h ago

Report Interpretation: J.P. Morgan Details Micron's Pre-Earnings Sentiment, Current Hardware Sector Dynamics

marsbit8h ago

Research Report Analysis: The Fed's New Chair's Debut – New Leader, But Same Script?

Report Analysis: Federal Reserve's New Chair Debut – A New Captain, But the Same Script? Morgan Stanley's chief global economist Seth B. Carpenter analyzes the first FOMC meeting under new Fed Chair Kevin Warsh in a June 21 report. Warsh deliberately avoided providing forward guidance on interest rates, aligning with his philosophy. However, market expectations for a rate hike this year were reinforced. Key signals lie elsewhere: inflation may fall more than expected, and quantitative tightening (QT) could be more aggressive than anticipated. The FOMC's "dot plot" suggests only one rate hike in 2026. Carpenter argues that if inflation undershoots forecasts, the logic for even a single hike weakens, especially as projections indicate potential rate cuts in 2027. On QT, Warsh's stance is clear. Carpenter notes that measures like halving the Treasury's account balance could shrink the Fed's balance sheet by around $500 billion with minimal market impact. Combined with adjustments to reserve interest and liquidity rules, the ultimate QT scale may exceed expectations, though its market effect might be less disruptive unless the Fed actively sells Mortgage-Backed Securities (MBS). While Warsh initiated a review of the Fed's policy framework, the 2% inflation target remains intact for now. The report concludes that the market may be overestimating the significance of reduced forward guidance and the near-term rate hike risk, while potentially underestimating the scope and manageable nature of the coming balance sheet reduction. The key debates will hinge on upcoming core PCE data, the specifics of the QT path, and the framework review's findings.

marsbit8h ago