The U.S. SEC clarifies that broker-dealers holding stablecoins can count them as net capital at a 2% discount

CME Data: The probability of the Federal Reserve cutting interest rates in March has decreased to 2.6%, and the probability of holding rates steady in April is 85.3%.

CME data from March 10th indicates that due to Middle East geopolitical tensions and rising oil prices triggering inflation risks, the market's expectation of the Federal Reserve cutting interest rates has weakened. Currently, the probability of a 25 basis point rate cut in March is only 2.6%, while the probability of holding rates steady is as high as 97.4%. It is expected that by April, the Federal Reserve will maintain steady rates with an 85.3% probability.

CRCL stock price increased by 87% in a month, driven by short squeeze and the dual factors of US-Iran conflict

CRCL stock price rose about 10% on March 9, with a total increase of 87.18% over the past month. Mizuho Bank analysts pointed out that this surge was driven by Middle East geopolitical conflicts leading to high oil prices, which boosted inflation expectations and increased the earnings of stablecoin issuers. Another analysis suggests that the stock price increase was mainly due to short covering. Valuation analysis indicates that CRCL's current stock price is above its intrinsic value, posing a risk of overvaluation.

Oil Prices Make Case for Lower Rates, Crypto Prices Surge in the Multifaceted Scenario

The essay discusses the potential for rate cuts by the Federal Reserve due to rising oil prices and inflation concerns, alongside a surge in crypto prices following President Trump's comments on the Iran war. Gold prices have also risen in response to market shifts.

Circle stock price surges 87% in a month! How the US-Iran war and trader position adjustments are driving the rally?

Circle's stock price surged 87% in a single month due to the impact of the US-Iran conflict. Analysts have pointed out that its stock is overvalued, and the discounted cash flow model shows an intrinsic value of $42.25. The current stock price of $111.84 is 164.7% higher. The price-to-sales ratio also emphasizes that the stock is overvalued, indicating a high risk of overestimation.

Jason Atkins: China's RWA ban signals market direction; the dollarization trend of stablecoins cannot be stopped

China issues a ban on unauthorized Renminbi-pegged stablecoins and considers RWA tokenization activities illegal, aiming to prevent industry expansion. Analysts believe that this ban cannot stop the global demand for USD stablecoins, and Hong Kong's stablecoin licensing may also present opportunities for Chinese-funded banks, indicating a subtle regulatory adjustment. Overall, China's measures are targeted at the domestic market rather than an obstacle to global RWA development.

Bank of Canada tokenized bonds implemented, 100 million CAD trial for integrated issuance and settlement

The Bank of Canada successfully completed "Project Samara," issuing 100 million CAD in tokenized bonds. Utilizing distributed ledger technology, the project enables real-time bond issuance, trading, and settlement, with wholesale digital dollars used for settlement. This innovation can shorten settlement times, reduce risks, and enhance transparency. Future progress will need to overcome regulatory and integration challenges.