Global TradFi & Macroeconomics

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.

Gate News: According to the latest Gate TradFi data, MINIMAX (MINIMAX-W 00100.HK) has dropped by 12% in a short period. Current volatility is significantly higher than recent averages, indicating increased market

FTSE Russell has launched the FTSE Asia Pacific Liquid Government Bond Index Series, covering sovereign debt in India, Indonesia, Malaysia, Thailand, and the Philippines, with tenors of 3, 5, and 10 years. SGX will start trading futures on this index on April 20.

Yellen said in Hong Kong that the Federal Reserve could cut interest rates later this year, even though the Iran war is creating upward pressure on inflation. She emphasized that this situation depends on how inflation evolves, and warned that Trump’s political pressure on the Federal Reserve is an unprecedented threat that affects central bank independence.

SoftBank has initiated a soft launch for a $40 billion bridge loan to finance its OpenAI investment, inviting other lenders to participate. This follows SoftBank's previous $30 billion investment in OpenAI and anticipated revenues of $11.6 billion by 2025.

On April 15, Hong Kong dollar interbank offered rates (HIBOR) fell for most tenors, with the one-month and three-month rates declining, while longer-term rates saw slight increases.

Data from April 13 shows that weekly net inflows into Bitcoin spot ETFs reached $786 million. Of this, BlackRock’s IBIT accounted for $612 million alone, indicating market concentration. Although IBIT investors are facing paper losses, they continue to add to their positions, reflecting an institutional strategy of lowering the average cost through averaging. For other crypto assets, Ethereum ETF inflows were $187 million, XRP fund inflows were $12 million, and Solana products saw outflows of $6 million.

Recently, the AI wave has disrupted the global SaaS market, causing the stock prices of many companies to plummet. However, Microsoft executives believe that the rise of AI agents could bring new growth opportunities to SaaS. At the same time, the industry’s debate over whether AI agents can be considered employees will shape the future economic models and competitive landscape of the software industry.

On April 15, Hong Kong AI concept stocks saw significant declines, with Zhipu AI falling over 10% and MINIMAX-W and Xunce each dropping more than 5%.