Fresh minutes reveal a split at the Federal Reserve over the appropriate pace of easing, with several officials preferring to watch incoming data before cutting further. The debate reinforces market expectations that policy could stay restrictive “for some time,” keeping front-end yields firm and risk assets sensitive to macro prints.
Source: SeekingAlpha
SoftBank closes $40B investment in OpenAI, doubling down on AI infrastructure
SoftBank has completed a $40 billion investment in OpenAI, signaling continued confidence in foundational AI platforms and compute-intensive growth. The deal underscores ongoing capital flows into model development, enterprise AI tooling, and the data center buildout needed to support them.
Source: SeekingAlpha
China orders chipmakers to source at least 50% of tools domestically
Beijing is reportedly requiring semiconductor manufacturers to use a minimum of 50% local equipment, a directive that accelerates import substitution across critical chipmaking tools. The move could reshape global supply chains, pressure foreign vendors’ China sales, and further spur domestic capex cycles in lithography, etch, and metrology.
Source: SeekingAlpha
China’s DRAM champion CXMT targets US$4.2B Star Market IPO
CXMT Corporation filed for a 29.5 billion yuan (US$4.2B) listing on Shanghai’s Star Market to fund technology upgrades and expansion. The float marks a milestone in China’s push for semiconductor self-reliance and, if successful, would create a new domestic capital markets anchor for memory investment.
Source: South China Morning Post
Crypto ETF flows diverge: Bitcoin/Ether see outflows as XRP funds keep setting records
U.S. spot crypto ETFs recorded a seventh straight day of net outflows, with Bitcoin and Ether products seeing redemptions into year-end rebalancing. In contrast, spot XRP ETFs extended their inflow streak and crossed $1.25B in cumulative inflows, highlighting increasingly selective institutional allocation across the asset class.
Source: FinanceFeeds
Russia moves to criminalize unregistered crypto mining, adds regional bans
Moscow proposed criminal penalties—including heavy fines, forced labor, and prison—for unregistered mining, alongside regional prohibitions to protect strained power grids. The draft framework clarifies taxes for compliant operators while tightening enforcement, signaling a hard pivot from legalization to stringent control of industrial-scale mining.
Source: FinanceFeeds
Grayscale files for first U.S. spot Bittensor ETF as AI/crypto crossover builds
Grayscale submitted plans to convert its Bittensor Trust into a spot ETF (ticker: GTAO) on NYSE Arca, offering regulated exposure to TAO shortly after the network’s first halving. The filing pushes ETF innovation beyond Bitcoin/Ether and tests demand for tokens tied to decentralized AI compute.
Source: FinanceFeeds
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