# Bài viết Liên quan Commodities

Trung tâm Tin tức HTX cung cấp những bài viết mới nhất và phân tích chuyên sâu về "Commodities", bao gồm xu hướng thị trường, cập nhật dự án, phát triển công nghệ và chính sách quản lý trong ngành tiền kỹ thuật số.

SEC vs CFTC: Which Agency Will the 'CLARITY Act' Empower to Hold the 'Power of Death' Over the Crypto World?

The CLARITY Act (Digital Asset Market Clarity Act of 2025) aims to resolve long-standing uncertainties in U.S. cryptocurrency regulation by clearly defining digital assets and assigning regulatory authority between the SEC and CFTC. Under the bill, most digital commodity tokens would fall under CFTC oversight for spot trading, while the SEC would retain authority over primary market offerings, disclosures, and investor protection. The legislation establishes standardized disclosure requirements, sets registration and operational rules for intermediaries, and introduces the concept of a "mature" blockchain—networks that can transition to lighter-touch CFTC regulation once sufficiently decentralized. It does not cover stablecoins, which are addressed separately under the GENIUS Act. Despite bipartisan House approval in 2025, the bill faces ongoing debate in the Senate over issues like DeFi applicability and investor safeguards. If enacted, it would mark the first comprehensive federal framework for digital asset market structure in the U.S.

marsbit1 giờ trước

SEC vs CFTC: Which Agency Will the 'CLARITY Act' Empower to Hold the 'Power of Death' Over the Crypto World?

marsbit1 giờ trước

Escalation of US-Iran Conflict: How Did Prediction Markets Price War Risk Ahead of Oil Prices?

The article analyzes how the escalation of U.S.-Iran tensions—triggered by reports of Ayatollah Khamenei’s death and military actions—was rapidly priced into global markets, despite occurring during a weekend when traditional markets were closed. Crypto assets and on-chain commodity contracts (e.g., oil and gold perpetuals) saw immediate volatility, reflecting early risk sentiment. Prediction markets like Polymarket and Opinion played a key role by quantifying event probabilities—such as leadership changes or military strikes—in real time, with significant trading volumes. When traditional markets reopened, oil, gold, and equities adjusted to reflect the risk premium already established on-chain. The event illustrates a structural shift: digital, 24/7 markets now facilitate real-time financialization of geopolitical risk, often ahead of traditional exchanges. Risk pricing is migrating from reactive post-event adjustments to continuous, probabilistic markets that participate in shaping outcomes.

marsbitHôm qua 04:28

Escalation of US-Iran Conflict: How Did Prediction Markets Price War Risk Ahead of Oil Prices?

marsbitHôm qua 04:28

Hyperliquid vs Polymarket: How Do On-Chain Exchanges Price Crises?

Hyperliquid and Polymarket, two leading on-chain exchanges, played critical roles in pricing the recent US-Israel airstrike on Iran during traditional market closures. Polymarket, a prediction market, allowed users to trade on event probabilities—such as the likelihood of a US strike or the closure of the Strait of Hormuz—effectively converting information asymmetry into actionable data. Its probability shifts often preceded asset price movements, serving as an early warning system. Notably, new wallets placed large, profitable bets on conflict outcomes, suggesting potential insider activity. Hyperliquid, a perpetual futures exchange, provided 24/7 trading for commodities like crude oil and gold, which are directly impacted by geopolitical tensions. During the crisis, oil spiked to $71.76 and gold rose, reflecting real-time risk pricing unavailable in traditional markets. The platforms complement each other: Polymarket creates new asset classes for otherwise untradeable events, while Hyperliquid enables continuous trading of traditional assets. Strategies include using Polymarket’s probability shifts as leading indicators for futures positions on Hyperliquid, or using prediction markets to hedge commodity exposures. Beyond trading, these platforms offer societal value by generating transparent, real-time signals that can serve as early warnings for civilians in conflict zones, transforming on-chain finance into a vital information system during crises.

marsbit2 ngày trước 10:00

Hyperliquid vs Polymarket: How Do On-Chain Exchanges Price Crises?

marsbit2 ngày trước 10:00

RWA Weekly Report｜Commodity Assets Surge Over 13%; Nasdaq Enters Prediction Market, Plans to Launch 100 Index Binary Options (2.25-3.3)

RWA Weekly Report: Commodity-based assets surge over 13%; Nasdaq enters prediction markets with plans to launch binary options on NDX100 (Feb 25 - Mar 3) The on-chain total value of Real World Assets (RWA) grew by 4.59% to $26.22 billion, while the represented asset value increased 7.61% to $390.14 billion. Notably, commodity-based assets saw significant growth, rising over 13% to $6 billion. US Treasury holdings, the largest single asset class, grew to $10.8 billion. However, the number of asset holders decreased by 7.45%, indicating a market shift towards larger, more concentrated institutional participation. Key developments include Nasdaq's proposal to the SEC to list binary options on its Nasdaq 100 indexes, a move into the prediction market. Regulatory progress was mixed; while the SEC approved WisdomTree's application for a tokenized money market fund allowing intraday trading, a US stablecoin yield agreement faces delays due to industry disagreements. In other news, a consortium of 12 European banks plans to launch a euro-backed stablecoin in late 2026. Japan's JPYC secured $12 million in funding for its yen stablecoin, and Hong Kong announced tax breaks for digital asset investments. Meanwhile, US Senators called for an investigation into Binance's sanctions compliance. Major projects like Ondo Finance integrated tokenized stocks as collateral in DeFi, and MSX launched a Pre-IPO investment板块. The report concludes that the RWA market is accelerating, with a focus on scalable, institutional-grade configurations in stable yield-bearing assets like treasuries and commodities.

Odaily星球日报2 ngày trước 08:13

RWA Weekly Report｜Commodity Assets Surge Over 13%; Nasdaq Enters Prediction Market, Plans to Launch 100 Index Binary Options (2.25-3.3)

Odaily星球日报2 ngày trước 08:13

『Action!』 WORLD hold the breath |0228 Middle East

Finally, a critical trigger moment has arrived in the Middle East, with the U.S. Fifth Fleet launching a full-scale attack led by Israel after what is described as a "well-intentioned smoke bomb" from Trump. Iran has responded strongly with multiple missile attacks targeting Israel, U.S. bases in Iraq, Qatar, and Bahrain, as well as Riyadh, Saudi Arabia. Gambling websites are predicting a parabolic increase in the probability of delayed U.S. military action against Iran. Capital and commodity markets, except sustainable and futures, are awaiting the delayed impact after Monday's opening. The author hopes those who followed earlier micro-strategy adjustments will benefit. It remains uncertain whether Iran will quickly give in as in previous confrontations—a key risk to the current strategy. The situation is being closely monitored, and readers are invited to share information and insights. The post concludes with hashtags referencing geopolitical perception and anti-fragility-based multi-asset strategies.

比推02/28 12:09

『Action!』 WORLD hold the breath |0228 Middle East

比推02/28 12:09

Phemex Introduces 24/7 TradFi Futures Trading With 0-Fee Carnival, Creating an All-In-One Trading Hub

Phemex has launched Phemex TradFi, a new futures trading service enabling 24/7 trading of traditional financial assets like stocks and precious metals using USDT-settled futures. The offering will later include commodities, forex, and global indices. To promote adoption, Phemex is running a 0-Fee TradFi Futures Carnival from February 6, offering three months of zero trading fees on stock futures, a $100,000 incentive pool, and first-trade loss protection. The platform allows traders to respond to global events continuously without switching platforms, providing transparent pricing and future copy-trading support. CEO Federico Variola stated the goal is to offer unified, always-available access to both crypto and traditional markets in a single environment.

TheNewsCrypto02/09 13:55

Phemex Introduces 24/7 TradFi Futures Trading With 0-Fee Carnival, Creating an All-In-One Trading Hub

TheNewsCrypto02/09 13:55

JPMorgan: Bullish on Gold and Copper, Bearish on Energy, Post-Crash Market Has Split into Two Worlds

J.P. Morgan's Global Market Strategy views the recent sharp sell-off in commodities as a healthy correction rather than a trend reversal, presenting a buying opportunity for metals while expecting further declines in energy. The divergence is driven by differing supply dynamics, despite supportive global demand from recovering manufacturing PMIs and expansionary fiscal policies. The firm remains structurally bullish on gold, viewing the pullback as healthy amid continued central bank buying (forecast at 800 tons this year) and investor diversification. It sees gold reaching $6,300/oz by year-end. While more cautious on silver due to its volatility, it expects support around $75-80/oz. Copper is also seen as a buy on dips, with potential for prices to exceed $15,000/t later this year due to anticipated supply tightness and strong demand. In contrast, the energy complex is expected to weaken. Oil prices are seen carrying a $7/barrel geopolitical premium from Iran tensions, which should fade. The report predicts global supply growth will outpace demand by threefold. Natural gas prices, which spiked on cold weather and low inventories, are already retreating as forecasts normalize.

marsbit02/09 05:23

JPMorgan: Bullish on Gold and Copper, Bearish on Energy, Post-Crash Market Has Split into Two Worlds

marsbit02/09 05:23

RWA Weekly Report｜Asset Holders Surge by 26%; White House Convenes Crypto Companies and Banks to Discuss Stablecoin Yield Issues (1.28-2.3)

RWA Weekly Report: Asset Holders Surge 26%; White House Meets with Crypto Firms and Banks on Stablecoin Rewards (Jan 28 - Feb 3) The total on-chain value of Distributed Real-World Assets (RWA) reached $23.96 billion, a weekly increase of 3.14%. The broader Represented Asset Value saw a significant adjustment, dropping 43.86% to $199.44 billion, likely due to a change in statistical methodology. A key highlight was the 26.52% surge in total asset holders, adding over 174,000 new participants. The stablecoin market also grew, with its total market cap rising 4.64% to $310.15 billion. Structurally, U.S. Treasuries remained the largest component at $9.6 billion, though it saw a slight decrease. Commodities were the strongest-growing asset class, up 9.09% to $4.8 billion. Private credit expanded by 8% to $2.7 billion. A major development was a closed-door meeting at the White House, convening crypto industry representatives (including Coinbase) and banking organizations to discuss the contentious issue of stablecoin rewards. The core disagreement lies in whether third-party platforms should be allowed to offer yields to stablecoin holders, a practice banks oppose for fear of draining deposits. Other significant events included: - The SEC and CFTC launching "Project Crypto" to create a unified regulatory framework. - Hong Kong’s monetary authority receiving 36 stablecoin license applications, with the first batch to be issued in March. - The UK launching an inquiry into stablecoin growth and its proposed regulatory regime. - Binance announcing it will convert the entire $1 billion in its SAFU insurance fund from stablecoins to Bitcoin. - Tether reporting 2025 net profits exceeding $10 billion. Key projects like Ondo Finance (ONDO) and MSX (STONKS) continued to expand, with Ondo’s USDY tokenized treasury product launching on the Sei network and its Total Value Locked (TVL) surpassing $2.5 billion.

Odaily星球日报02/03 13:31

RWA Weekly Report｜Asset Holders Surge by 26%; White House Convenes Crypto Companies and Banks to Discuss Stablecoin Yield Issues (1.28-2.3)