Nomura Research Institute: The Federal Reserve's policy dominates the trend of the US dollar against the Japanese yen, raising concerns about the transparency of communication with Walsh

According to Reuters, the European Union's cybersecurity agency ENISA will meet with Anthropic on Thursday to discuss US export controls on advanced AI models. （Cointelegraph）

US President Trump has stated that the US will help Intel in exchange for 10% of its shares, promoting cooperation between Nvidia, Elon Musk's TerraFab, and Apple and Intel to design and manufacture chips in the US. When the United States proposed the plan, Intel was valued at approximately $1 billion. Currently, its valuation has exceeded $6 billion, and the value of the shares held by the United States exceeds $60 billion.

Analyst Dan Taylor stated that SpaceX's valuation is more based on a trust premium towards Musk personally rather than AI driven growth, and believes that Musk's proposed revenue target of $100 million by 2030 is difficult to achieve.

According to the Financial Times, Wall Street financial institutions have put pressure on US regulators to relax the capital requirements of the Basel Accord to avoid weakening the liquidity of the US treasury bond bond market, which has reached $29 trillion. Eight large US banks estimate that the latest proposal will lead to a 30% to 89% increase in capital requirements for banking operations.

Long-time bitcoin bull Matt Hougan told CoinDesk that during this bear market and with ‘doubts swirling’, investors have found ‘it easier to reach for something more tangible:’ stablecoins and tokenization.