# Пов'язані статті щодо Trade

Центр новин HTX надає останні статті та поглиблений аналіз на тему "Trade", що охоплює ринкові тренди, оновлення проєктів, технологічні розробки та регуляторну політику в криптоіндустрії.

A New 'Ghost Story' in Storage: Is the US Going to Grab Money?

The article discusses a potential new phase in US-Korea semiconductor relations, shifting from pressure to build factories in the US to demands for profit-sharing. Citing the *Korea Times*, it reports that a US trade official allegedly claimed the US has a right to share in the massive profits of South Korean chipmakers Samsung and SK Hynix, arguing that purchases by American companies directly drive their earnings. While unconfirmed by US authorities, the claim has caused concern in Korea. The context is Korea's surging semiconductor exports to the US and the dominant profitability of its memory chipmakers in the global AI supply chain. Analysis from CITIC Securities draws historical parallels, noting that sustained high profits or market share by foreign firms in key industries have often triggered US political intervention to redistribute global industrial benefits, as seen with Japanese semiconductors in the 1980s and Taiwanese panels in the 2000s. Currently, the primary US focus remains securing AI-related memory supply and encouraging Korean investment in US manufacturing. Systemic political pressure to curb Korean profits is not yet evident. However, the report warns the risk could materialize if continued price increases start squeezing the profits and competitiveness of American companies. Key signals to watch would be if US tech giants publicly oppose price hikes or if US policymakers reframe the issue around anti-competitive practices. The official's reported remarks are seen as an early sign that the battleground in US-Korea chip rivalry may be extending to the division of profits.

marsbit07/19 01:10

A New 'Ghost Story' in Storage: Is the US Going to Grab Money?

marsbit07/19 01:10

CFTC says states cannot force Kalshi to cancel executed trades

The U.S. Commodity Futures Trading Commission (CFTC) has ordered the derivatives exchange Kalshi to honor already executed event contracts involving Michigan residents, blocking Kalshi's proposed emergency rule to unwind those trades. The CFTC's decision comes in response to a Michigan state court order that sought to cancel the trades, which the state considers illegal internet sports betting. The regulator stated that allowing states to force the cancellation of completed derivatives trades undermines market confidence, price discovery, and contractual certainty. CFTC Chairman Michael Selig emphasized that federal law does not permit a designated contract market (DCM) to discriminate against residents of a state or violate its obligations under the Commodity Exchange Act. The case highlights an ongoing jurisdictional conflict, with the CFTC framing it as part of a broader effort to defend its exclusive authority over federally regulated derivatives markets against state interference.

ambcrypto07/14 20:04

CFTC says states cannot force Kalshi to cancel executed trades

ambcrypto07/14 20:04

Dialogue with IOTA Foundation's Jens: From Kenya to the UK, TWIN Propels Global Trade into the '5-Minute' Era

**Summary: IOTA's TWIN Project is Speeding Up Global Trade** Jens Munch Lund-Nielsen, Head of Global Trade & Supply Chain at the IOTA Foundation, discusses how the TWIN (Trade and Logistics Information Network) project is addressing long-standing inefficiencies in global trade. Traditionally, cross-border trade involves numerous parties, extensive paperwork, and delays spanning weeks. TWIN, built on IOTA's decentralized, scalable, and low-cost infrastructure, aims to replace this fragmented, paper-based system with a real-time, trusted, and interconnected digital collaboration layer. As a neutral digital public infrastructure, TWIN allows governments, businesses, and ports to exchange verifiable data and documents without ceding control to a single entity. This solves a core coordination problem that previous, proprietary platforms failed to address due to a lack of trust and neutrality. Key real-world implementations include: * **TLIP in East Africa:** Reduced document retrieval times for flower, coffee, and tea exports from 6-7 hours to ~30 minutes, cutting administrative work by 50-60%. * **UK Ecosystem of Trust Trials:** Provided border agencies with much earlier visibility (up to 20+ hours) of incoming chilled poultry shipments from Poland, enabling better resource planning. * Other pilots focus on supply chain traceability for fruits/vegetables, port efficiency, and critical mineral sourcing. TWIN ensures interoperability across jurisdictions by adopting global standards (e.g., UN/CEFACT data models), leveraging decentralized identity systems (DIDs), and supporting legal frameworks like MLETR. Looking ahead, Jens is optimistic that a trusted "connective layer" like TWIN will scale in the coming years. Its success could fundamentally transform global trade, most notably by helping to close the current $2.5 trillion trade finance gap. By providing lenders with access to verifiable, real-time supply chain data, TWIN could unlock capital and reshape how businesses discover partners and secure financing.

marsbit06/30 02:06

Dialogue with IOTA Foundation's Jens: From Kenya to the UK, TWIN Propels Global Trade into the '5-Minute' Era

marsbit06/30 02:06

As the Strait of Hormuz Reopens, What Trades Is the Market Betting On?

As the possibility of a US-Iran agreement and the reopening of the Strait of Hormuz emerges, financial markets are rapidly pricing out the geopolitical risk premium built over the past three months. Following announcements from US and Iranian officials, Asian markets rallied and oil prices (Brent crude fell to around $84) dropped significantly. Analysts highlight several potential trades: shorting crude oil's risk premium (with Brent potentially falling to $80), buying airline and cruise stocks (like DAL, UAL, CCL) due to lower fuel costs, favoring Asian energy-importing economies (Japan, South Korea), and extending bond duration while selling inflation expectations as energy-driven price pressures ease. Other beneficiaries include LNG, fertilizer, and chemical chains. However, risks remain as the formal signing is set for June 19th, with implementation and shipping logistics taking time. Key signals to watch are oil prices sustaining below key levels, the performance of transportation stocks, and prediction market probabilities for the deal. The market is betting on de-escalation but remains cautious of execution risks.

marsbit06/15 03:09

As the Strait of Hormuz Reopens, What Trades Is the Market Betting On?

marsbit06/15 03:09

Macroeconomic Origins of the African Payments Market Structure

Africa’s payment landscape exhibits the world’s highest mobile money penetration and fastest cryptocurrency adoption. This is not a market anomaly but a macroeconomic inevitability driven by deep structural factors: a vast, young population, heavy reliance on commodity exports and remittances generating massive cross‑border payment needs, and a chronically underdeveloped formal banking system plagued by de‑risking, high inflation, and currency instability. This vacuum has allowed mobile money (e.g., M‑Pesa) to become the primary payment channel domestically, while cryptocurrencies—particularly stablecoins—serve as a store of value against local‑currency depreciation and a lower‑cost cross‑border medium. The key divide is the Sahara: North Africa integrates with the MENA oil‑centric financial system, while Sub‑Saharan Africa, facing acute dollar shortages and fragmented currencies, is the epicenter of this fintech surge. Structural reliance on dollars, driven by trade deficits and weak local currency credibility, creates persistent dollar scarcity, which crypto and mobile payments effectively address. Efforts like the Pan‑African Payment and Settlement System (PAPSS) aim at de‑dollarization, but these alternatives will remain essential as long as underlying economic constraints—commodity dependence, limited industrialization, and financial exclusion—persist.

marsbit06/05 06:31

Macroeconomic Origins of the African Payments Market Structure

marsbit06/05 06:31

The Macroeconomic Underpinnings of Africa's Payment Market Landscape

The African payments market, characterized by the world's highest mobile money penetration and fastest-growing cryptocurrency adoption, is not a coincidence but a macroeconomic necessity driven by deep structural factors. Two key drivers create this landscape: (1) Africa's heavy reliance on commodity exports, trade, and remittances, generating massive cross-border settlement and remittance demand; and (2) chronically underdeveloped financial infrastructure, exacerbated by international bank de-risking, foreign exchange mismanagement, and persistent inflation. This vacuum has allowed mobile money and crypto to thrive. Mobile money platforms replace banks for domestic payments, while cryptocurrencies serve as a store of value against local currency depreciation and a low-cost medium for cross-border exchange. A crucial division lies along the Sahara Desert. North Africa is integrated into the oil-anchored MENA framework, while Sub-Saharan Africa (SSA), plagued by dollar shortages and fragmented currencies, has become a natural, massive market for mobile money and crypto. Nigeria, Kenya, and South Africa are global leaders in adoption. The SSA economy is deeply dollarized due to currency instability, yet suffers from a severe "dollar shortage" caused by trade deficits and limited export capacity. This creates parallel forex markets and high remittance costs. Cryptocurrencies, particularly stablecoins, fill this gap by providing access to dollar liquidity, cheaper cross-border transfers, and an inflation-resistant store of value, primarily driven by retail users for small-value transactions. While regional initiatives like PAPSS aim to reduce dollar dependence, the fundamental constraints of commodity reliance, trade imbalances, and shallow financial markets persist. Therefore, mobile money and cryptocurrencies are not niche trends but essential financial infrastructure filling a structural void, and they are likely to remain central to Africa's economic landscape for the foreseeable future.

链捕手06/05 06:12

The Macroeconomic Underpinnings of Africa's Payment Market Landscape

链捕手06/05 06:12

U.S. to Appeal Ruling Ordering Broad Refund of Trump Tariffs. U.S. Reveals Plan to Appeal Refund Ruling in Documents Filed with Trade Court. Bitcoin Currently Up 0.1%

The United States plans to appeal a judge's ruling that ordered extensive refunds of tariffs imposed under the Trump administration. This intention was disclosed in documents filed with the U.S. Court of International Trade. Separately, Bitcoin's price has seen a minor increase of 0.1%.

华尔街日报05/29 22:33

U.S. to Appeal Ruling Ordering Broad Refund of Trump Tariffs. U.S. Reveals Plan to Appeal Refund Ruling in Documents Filed with Trade Court. Bitcoin Currently Up 0.1%

华尔街日报05/29 22:33

Ripple Partners with Singapore MAS BLOOM to Pilot XRP Ledger Trade Settlements

Ripple has partnered with the Monetary Authority of Singapore (BLOOM) to develop next-generation digital payment infrastructure using tokenized bank liabilities and regulated stablecoins. The collaboration, which includes supply chain finance company Unloq, aims to enhance cross-border payment and financial settlement systems. The initiative leverages Ripple’s XRP Ledger and RLUSD Stablecoin to create an automated, efficient, and risk-reducing settlement model. This system executes payments automatically when predefined conditions are met, such as shipment confirmation, improving efficiency and supporting small and medium-sized businesses. The project emphasizes regulatory compliance and aims to modernize global trade finance within a regulated environment.

TheNewsCrypto03/25 10:24

Ripple Partners with Singapore MAS BLOOM to Pilot XRP Ledger Trade Settlements

TheNewsCrypto03/25 10:24

From Hardware-Software Integration to a Trillion-Scale Ecosystem: A Look into the 'China Core' of National-Level Blockchain Infrastructure

Amid the global evolution of fintech and Web3, China is forging a distinct path centered on national-level digital infrastructure, focusing on real-world asset (RWA) tokenization and large-scale blockchain adoption in the real economy. On March 5, 2026, at China’s National People’s Congress, Dong Jin, a deputy and director of the Beijing Academy of Blockchain and Edge Computing, announced a major breakthrough: the world’s first software-hardware integrated blockchain operating system and a dedicated 96-core blockchain acceleration chip. This "China Core" delivers a 50x performance improvement, overcoming computational bottlenecks in ultra-large-scale blockchain networks. It has already been deployed across 16 central government departments and 27 state-owned enterprises, supporting over 300,000 cross-border trade companies and processing trillions of yuan in trade volume, with hundreds of billions of invoices recorded on-chain. The chip uses ASIC-level design to offload cryptographic operations (like digital signatures and hashing) from general-purpose CPUs, drastically improving efficiency. This enables high-throughput, low-latency transaction processing—critical for applications like cross-department data sharing with privacy preservation, supply chain finance with real-time credit transfer, and automated cross-border trade settlements. The system supports high-concurrency scenarios such as invoice tracking and customs clearance, enabling real-time verification and smart contract execution. This infrastructure shift enhances transparency, reduces fraud, and facilitates automated financial services like instant lending. China’s blockchain strategy, now hardware-accelerated and deployed at national scale, marks a move toward a trusted, high-performance digital economy base—setting the stage for massive RWA digitization and new opportunities in data-driven finance.

marsbit03/09 04:17

From Hardware-Software Integration to a Trillion-Scale Ecosystem: A Look into the 'China Core' of National-Level Blockchain Infrastructure

marsbit03/09 04:17

Oil Prices, Inflation, Interest Rates: How Will the Middle East Conflict Trigger Global Economic 'Dominoes'?

Rising geopolitical tensions in the Middle East following military strikes on Iran could significantly impact the global economy through two potential scenarios. In the first, a brief conflict leads to temporary oil price spikes and minimal macroeconomic disruption. In the second, prolonged war triggers sustained oil price surges (potentially exceeding $100–140/barrel), supply chain disruptions, and heightened inflation, particularly affecting energy-import-dependent regions like Europe and Asia. Central banks may delay monetary easing due to inflationary pressures, while financial markets could experience risk-off movements, dollar strength, and emerging-market currency volatility. The situation poses a severe supply-side shock to global trade, with the Strait of Hormuz—a critical chokepoint for oil and LNG shipments—at the center of escalation risks.

比推03/02 19:08

Oil Prices, Inflation, Interest Rates: How Will the Middle East Conflict Trigger Global Economic 'Dominoes'?

比推03/02 19:08

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