Gartner：2026 年全球 AI 总支出将达 2.52 万亿美元，较 2025 年增长 44%

HSBC and Standard Chartered Near Hong Kong Stablecoin Licenses

Hong Kong regulators received 36 stablecoin license applications but plan to approve only a few issuers. HSBC and Standard Chartered are expected among the first licensed HKD stablecoin issuers. The licensing framework builds on a sandbox program launched in 2024 to test stablecoin

Billionaire Investor Druckenmiller Bullish on Stablecoins: Will Dominate Global Payments Within 10 to 15 Years

Renowned investor Stanley Druckenmiller recently stated that stablecoins will become the core of the global payment system in the future, predicting that they will dominate financial markets within 10 to 15 years. The stablecoin market cap has surpassed $315 billion, demonstrating accelerated institutional adoption. Following the passage of the U.S. "GENIUS Act," which provides a regulatory framework for stablecoins, they are advancing toward mainstream financial infrastructure, while Hong Kong is also preparing to issue licenses. Druckenmiller remains cautious about the overall cryptocurrency market but believes stablecoins have practical use value.

Institutions Take Over 14% of Bitcoin Supply! Bernstein Praises MicroStrategy as the "Bitcoin Reserve Bank of Last Resort," BTC's Capital Foundation Has Transformed

Wall Street's Bernstein report views MicroStrategy as the "last Bitcoin central bank," noting that its coin hoarding and innovative financing structures have significantly reshaped the Bitcoin market, reducing reliance on retail investors. Institutions now hold 14% of Bitcoin supply, enhancing the capital base and market resilience. Additionally, MicroStrategy has further strengthened its Bitcoin buying power through financing products designed to attract yield-focused investors.

Incorporate Trump into Investment Models? Taiwan Entrepreneur Open-Sources "Trump Code" to Analyze US Stocks with Over 60% Accuracy Rate

President Trump's comments have profound impacts on the stock market. Taiwan entrepreneur TK Lin launched the "Trump Code" project, which utilizes big data and machine learning to analyze the correlations between his tweets and market movements, successfully establishing an effective trading signal system. The current accuracy rate is 61.3%, with the project open-sourced on GitHub and supporting integration with trading bots.

DeFi enters a "winter of yields": liquidity stagnation, leverage contraction, and the disappearance of arbitrage opportunities

The DeFi market entered an "interest rate winter" since September 2025, with deposit rates for major stablecoins declining sharply and supply-demand imbalances causing liquidity congestion. The rate decline reflects reduced capital demand and a lack of high-return opportunities. Stablecoin lending demand has dropped significantly, with market risk appetite shifting toward more stable investment channels. In response to this situation, the Sky protocol demonstrates competitiveness and adaptability by introducing real-world assets to enhance yields. The low interest rates during this phase can be viewed as an opportunity for DeFi market transformation.

DeFi Lending Collapses in Cryptocurrency Space When Collateral Asset Prices Fall

DeFi lending protocols in the cryptocurrency sector have experienced a sharp decline, with the total market value decreasing by approximately 45 billion USD since October last year. According to data from Artemis, the total amount of deposits on these platforms has decreased by 36%, from a peak of 125 billion USD in October to just 79 billion USD.