Author: 行政

AI is raising demand for builders, not erasing themIn February, a Citadel Securities analysis using Indeed data showed software-engineer job postings rising while overall job postings stayed weaker.That split does not mean AI is creating jobs across the whole economy. However, one of the clearest fears around large language models may be somewhat overblown. The current narrative is that companies will need fewer skilled builders as the tools improve, but this has not shown up in this part of the labor market.The sharpest conclusion is narrower and stronger. AI is increasing the value of people who design systems, test outputs,…

Washington lawmakers are moving on multiple fronts to curb the most politically toxic corners of prediction markets after millions of dollars flowed into bets tied to US-linked military action in Iran.Over the past week, several Democratic lawmakers have been pursuing multiple paths to rein in the fast-rising business.One effort, led by Rep. Mike Levin and Sen. Chris Murphy,  focuses on war-related contracts that critics say should never have been listed.Another, spearheaded by US Senators Jeff Merkley and Amy Klobuchar, would seek to bar elected officials and senior executive branch officials from trading event contracts altogether.The central tensions in these efforts…

Bitcoin’s brief rally above $73,000 during the past day has the feel of a price performance that could still fade, fast, noisy, and familiar to anyone who has watched bear-market rebounds fail.What is different this time is not the price print, but the growing alignment of signals pointing to a possible transition out of peak negative momentum.For context, Swissblock’s momentum framework showed that Bitcoin was climbing out of a deeply negative zone that has tended to appear near major transitions.According to the firm:“We’re exiting peak negative momentum, the kind of transition that often precedes a regime change. The key test…

President Donald Trump projected four to five weeks for the conflict with Iran to come to an end. The market priced its playbook: headline shock, brief spike, diplomatic theater, then normalization.That script worked in 2019 when drones hit Saudi Aramco facilities, and Brent jumped 15% only to surrender the entire gain within weeks. Traders bought the panic, sold the resolution, and moved on.Brent crude comparison chart shows the 2026 US-Israel-Iran conflict maintaining a 17% price surge through day six, diverging from the 2019 Aramco attack’s rapid reversal pattern.However, six days into the US/Israel-Iran escalation, Brent is at $85.49, up 17%…

Blue Owl Capital’s OBDC II fund permanently halted redemptions in February. The firm replaced quarterly tenders with return-of-capital distributions funded by loan repayments and asset sales, committing to return roughly 30% of net asset value within 45 days.Blue Owl also announced plans to sell $1.4 billion of assets across three credit funds to generate cash and pay down debt.This isn’t a Blue Owl problem, but a private credit structure problem under stress at scale.Manager / vehicleWhat investors asked for (redemption pressure)What the fund did (gate vs raise cap)How cash was raisedWhat it signalsBlue Owl Capital — OBDC IIRedemption requests exceeded…

On Apr. 16, the Securities and Exchange Commission will host a public roundtable on listed options market structure covering quote-driven competition, customer experience, and growth.This is standard regulatory fare, except that Bitcoin exposure is migrating into regulated, centrally cleared products just as the SEC is reconsidering how the machinery works.Small changes to spreads, routing, and quoting can alter leverage costs, and when leverage gets cheaper, volatility patterns change.The Mar. 5 announcement gives markets 42 days to prepare for the discussion going live.Commissioner Hester Peirce framed it as celebrating achievement while inviting “further reflection,” signaling that the SEC recognizes that retail…

Bitcoin’s 30-day smoothed realised profit average contracted roughly 63%, from above US$1 billion (AU$1.41 billion) to approximately US$370 million (AU$522 million) per day. About 57% of Bitcoin supply currently sits in profit, breaching a statistical threshold that historically preceded extended bear markets in May 2022 and November 2018. Options markets signal cautious positioning for a relief rally, with the put/call ratio collapsing from 1.89 on Feb. 28 to 0.4 and roughly US$14.5 million (AU$20.4 million) in net call premium building at the US$75,000 strike over the past week. Bitcoin’s buy-side demand has deteriorated sharply, according to Glassnode, with on-chain data…

Sydney-based Iren agreed to purchase more than 50,000 Nvidia B300 GPUs, growing its AI compute fleet by roughly 50% to approximately 150,000 chips total. The hardware will be deployed in phases at data centres in Mackenzie, British Columbia and Childress, Texas throughout the second half of 2026, with Iren projecting more than US$3.7 billion (AU$5.2 billion) in annualised AI cloud revenue once fully operational. To fund the roughly US$3.5 billion (AU$4.9 billion) in additional capital expenditure required, Iren launched an at-the-market equity offering of up to US$6 billion (AU$8.5 billion); its shares fell about 5% in pre-market trading on dilution…

Wall Street is pouring billions into public Bitcoin mining companies, but the investment thesis has little to do with the emerging industry’s future.Instead, the financial institutions are treating these crypto firms as critical power-and-permitting infrastructure, a scarce asset in an artificial intelligence boom that is increasingly constrained not by a lack of advanced semiconductors, but by a severe shortage of available electricity.Over the last several months, a string of massive financing and leasing deals has accelerated a structural shift across the sector.Investors and mega-bank lenders are pitching a straightforward arbitrage: Many large-scale Bitcoin miners already control coveted grid interconnections, sprawling…

John “Lick” Daghita was arrested overnight in Saint Martin in a joint FBI and French Gendarmerie operation, charged with stealing approximately US$46 million (AU$65 million) in cryptocurrency from US Marshals Service seizure wallets. Daghita allegedly exploited privileged access through CMDSS, his father Dean Daghita’s Virginia-based federal contracting firm, which held a contract to manage and dispose of seized cryptocurrency for the Department of Justice and the Department of Defense. Blockchain analyst ZachXBT publicly exposed the alleged theft in January 2026, connecting the stolen funds to assets seized from the 2016 Bitfinex hack and prompting the U.S. Marshals Service to open…