Citigroup has revised its rating for the Japanese stock market, lowering it from overweight to underweight. According to Jin10, this adjustment reflects a shift in the bank's investment strategy concerning Japan's equities. The decision comes amid changing market dynamics and economic indicators that may influence investor sentiment and capital allocation. This move by Citigroup could signal a cautious outlook on Japan's market performance in the near term, prompting investors to reassess their positions.

U.S. President Donald Trump has directed the phase-out of Anthropic’s AI tools, yet the U.S. military employed Anthropic's Claude AI platform during a significant airstrike on Iran. According to NS3.AI, the Pentagon has identified Anthropic as a national security supply-chain risk, prohibiting contractors from utilizing its products. In contrast, OpenAI swiftly secured a Pentagon contract, claiming advanced safeguards in its AI technologies. This situation highlights the increasing friction between AI companies and the defense sector concerning control, ethical standards, and the operational dependence on AI systems.

South Korea's Deputy Prime Minister and Finance Minister Goo Yun-cheol has called for an immediate review of government-managed seized digital assets. According to NS3.AI, this action follows notable incidents, including the 2022 loss of 22 bitcoins by Gangnam police and a $40 billion bitcoin crediting error. The initiative highlights increasing worries about the security of crypto assets held by the government.

India's central bank governor has indicated that the country's policy rate is expected to remain stable for an extended period, with potential for a downward trend. Bloomberg posted on X, highlighting the governor's remarks during an interview with The Economic Times newspaper. This outlook suggests a focus on maintaining economic stability and supporting growth amid global uncertainties. The governor's comments reflect a cautious approach to monetary policy, aiming to balance inflation control with economic expansion.

The USD/JPY exchange rate has experienced a notable intraday increase, expanding by 0.5% to reach 156.89. According to ChainCatcher, this development highlights the ongoing fluctuations in currency markets. The rise in the exchange rate reflects broader economic trends and investor sentiment.

null source: https://x.com/wublockchain/status/2028352489771463015

The yield on Japan's 10-year government bonds fell 5.0 basis points to 2.060%. (Jinshi)

Recent data indicates a significant decrease in institutional interest in digital assets, as evidenced by record outflows from U.S.-listed spot Bitcoin and Ethereum ETFs over the past four months. According to PANews, Bitcoin ETFs have experienced continuous outflows totaling $6.39 billion, marking the longest monthly outflow streak since the fund's inception in January 2024. Ethereum ETFs have seen outflows of $2.76 billion during the same period. These substantial outflows have contributed to the decline in the prices of both tokens. Bitcoin, which reached a peak of $126,000 in early October last year, has nearly halved to $67,000. Ethereum has suffered an even more severe drop, falling over 60% from its high of $4,950 in August last year.

Claude was reportedly embedded in U. S. Central Command even as the White House ordered federal agencies to cut all ties with the company. source: https://decrypt.co/359577/anthropics-ai-iran-strikes-trump-moved-to-cut-ties

Official data shows that the cryptocurrency exchange Gate has surpassed 50 million registered users, entering a new stage of development in key indicators such as user scale, trading activity, and product coverage. The data also reflects the platform's stable support in market depth, with spot and derivatives trading volumes consistently ranking among the top three, and overall liquidity remaining stable. Currently, Gate supports trading in over 4,400 crypto assets, leading in coverage. Continuously improving its trading structure and asset system, Gate has introduced TradFi-related assets such as stock tokens and metal tokens, and completed the Gate DEX upgrade, promoting the parallel development of centralized and decentralized trading. Simultaneously, Gate launched GateAI, strengthening its information carrying capacity and intelligent support capabilities in multi-asset environments. Regarding security and compliance, the platform's reserve coverage reaches 125%, and it continues to expand its global compliance footprint. The 50 million user base demonstrates that Gate's trading system, risk control, and product system are capable of supporting long-term, large-scale user operation.

The battle over digital dollars, bank deposits, and who can obtain risk-free interest rate returns.

Aave has proven its ability to absorb hundreds of billions of dollars in liquidity, creating tremendous opportunities for emerging financial applications. The next stage of DeFi's evolution will focus on demand issues, rebalancing the supply and demand equilibrium of liquidity.

X has reopened paid crypto promotions for influencers, but only with clear disclosure labels and strict compliance with local laws. Crypto-sponsored posts must be blocked in the UK, the EU and Australia, leaving creators responsible for where their paid content can be seen.

Bitcoin clawed its way back toward $68,000 over the weekend after geopolitical shockwaves rattled global markets following the reported death of Iran’s Supreme Leader, Ali Khamenei.

Since the fall of the Pahlavi dynasty in Iran in 1979, regime change in Iran has been a "dream" for elites from both parties in the United States, providing political cover for the Federal Reserve's massively loose monetary policy.

This is not just a disgust for financial nihilism, but also a migration of talent, capital, and attention that is taking place.

The real opportunity lies not in creating a better checkout process, but in building localized financial infrastructure.

Artificial intelligence, energy consumption, computing power, chips, and token going global: turning China's electricity into the world's oil. Golden Finance: Electricity becomes a "new level" in AI competition.

The US economic slowdown stems from distorted data, fading supporting factors, and the risk of asset bubbles. The risk of a recession rises in 2026, but a shift in the Federal Reserve's policies and fiscal stimulus could provide a buffer.

Jinse Finance launches its cryptocurrency and blockchain industry daily news bulletin, "Jinse Morning 8," issue 2983, providing you with the latest and fastest news on the digital currency and blockchain industry.