Global TradFi & Macroeconomics

The IMF has downgraded its 2026 global growth forecast to 3.1%, citing risks of recession from rising oil prices and US-Iran tensions. Bitcoin has also dropped significantly amid poor macroeconomic conditions and rising global debt.

KKR is set to acquire approximately $820 million in convertible bonds from Samsung SDS, aiding its digital transformation and blockchain initiatives, while also providing advisory services in various areas including M&A and AI.

Mizuho Securities identified Cloudflare, ServiceNow, and Atlassian as top software stocks ahead of Q1 2026 earnings, despite a challenging market. Price targets were adjusted, reflecting strong fundamentals amid ongoing valuation compression in the sector.

Gate News: According to the latest Gate TradFi data, MINIMAX (MINIMAX-W 00100.HK) has dropped by 14% in a short period. Current volatility is significantly higher than recent averages, indicating increased market

Elice Group, a South Korean AI firm, plans to IPO this year to fund next-gen portable modular data centers. With a revenue increase and a focus on cloud services over education, they aim to expand AI solutions and secure GPU procurement projects.

Chainlink has partnered with SIX Group to provide onchain access to real-time stock market data from Swiss and Spanish markets, enhancing blockchain applications. This integration supports tokenized assets and connects traditional finance with blockchain.

Japan plans to offer up to $10 billion in financial assistance to Southeast Asian nations facing rising oil prices due to the Middle East conflict. This aid aims to secure oil supplies and strengthen regional cooperation.

Goldman Sachs has filed for the Goldman Sachs Bitcoin Premium Income ETF, targeting steady income with limited Bitcoin upside by investing 80% in Bitcoin-related instruments and using a dynamic options overwrite strategy.

Zerion confirmed a recent AI-driven social engineering attack by North Korean hackers, resulting in a $100,000 loss from corporate hot wallets. User funds remain safe, and the company has taken precautionary measures. This follows another significant attack on Drift Protocol.

Shin Hyun-song, nominee for Bank of Korea governor, acknowledged the coexistence of CBDCs and stablecoins at a confirmation hearing. He proposed a three-pronged approach for the won's internationalization and pledged to divest foreign assets to prevent conflicts of interest.

Copper prices rose as traders reacted to U.S.-Iran peace talks, reversing a six-week decline. Improved market sentiment, driven by increased Chinese demand and easing inflation fears, suggests long-term growth in copper demand, particularly from AI data centers.

GitLab announced a partnership with Google Cloud, boosting its stock by nearly 7%. The collaboration integrates GitLab's Duo Agent with Google Cloud's Vertex AI, enhancing enterprise developer workflows. A new commercial model allows cloud customers to use existing commitments for GitLab services.

Naver issued $1.09 billion in green bonds to fund eco-friendly data centers and ESG initiatives. The investment supports its carbon neutrality goal by 2040 and contributes to South Korea's AI strategy by advancing GPU deployment.

On April 15, Japanese and South Korean stock markets saw gains, with Japan's Nikkei 225 increasing by 0.44% to 58,134.24 points and South Korea's KOSPI rising by 2.07% to 6,091.39 points.

NVIDIA's N1 development board, co-developed with MediaTek, has appeared on a second-hand market for about $1,370. Featuring 10 high-performance and 10 energy-efficient CPU cores, it aims to boost gaming and content creation on Arm-based Windows PCs. Official details are expected at GTC 2026.

Taiwan stocks surged 775 points in the morning, spurred by news that Trump spoke with Iran, breaking through the 36,232-point all-time high. TSMC rose to 2,040 yuan, hitting a new high, and other electronics stocks also moved higher in tandem. Although market sentiment is optimistic, there is still uncertainty around the conditions Trump has for Iran’s nuclear weapons agreement.

Following AI development center to promote generative AI and B2B and B2C applications, with the goal of improving company efficiency and player engagement, and hoping to turn things around. However, many players remain skeptical, worried that AI will only become a tool for cutting costs and will affect game quality.

Lianyi (3081) has seen a default settlement case involving NT$68.9M, stemming from a single investor’s mismanagement of their funds. Intraday trading allows investors to buy and sell the same underlying asset on the same day, but it must meet specific conditions; the risk is that insufficient funding liquidity may lead to losses. High-frequency traders need to carefully manage cash flow to avoid problems with short funds, and should establish a rational investment plan.

Broadcom and Meta have extended their partnership until 2029, focusing on custom accelerators and AI chip development. The collaboration aims to empower billions through advanced computational infrastructure, while Broadcom's stock has risen significantly.