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News linked to both this project and an event.

AI Supply Chain Drives Cross-Border Capital Flow Demand, Taiwan's Virtual Asset Subsidiary Regulations Expected to Take Effect as Early as Q1 Next Year

Peng Jinlong, Chairman of Taiwan’s Financial Supervisory Commission (FSC), stated that the Virtual Asset Service Provider Act was passed following its third reading on June 30 this year. The FSC is currently drafting nine subsidiary regulations covering stablecoin-related provisions, which are expected to be published and implemented as early as the first quarter of next year. With the advancement of technologies such as AI and blockchain, the financial markets in Taiwan and globally are evolving toward a landscape where traditional finance, digital finance, and blockchain finance operate on three parallel tracks. Rising demand for cross-border payments, trade financing, and fund allocation within semiconductor supply chains has highlighted the role of stablecoins, blockchain, and fintech as new infrastructure supporting cross-border capital flows.

Fu Peng: BTC perpetual contracts usher in the “rental asset” era; the commodity ETF logic applies equally to Bitcoin.

Fu Peng, Chief Economist of Xinhuo Group, posted on X stating that commodity ETFs are essentially regulatory-compliant products packaging the business model of “holding commodities long-term and generating rental income continuously.” Fund companies focus not on the commodity market’s outlook but rather on the asset’s ability to generate “rent” consistently. Since BitMEX launched the world’s first BTC perpetual contract and introduced the funding rate mechanism on May 13, 2016, long-term BTC holders have been able to earn rental income through hedging operations—transforming BTC from a pure faith-based speculative asset into a “rental asset” with stable positive cash flow logic. The costs paid by retail participants when trading derivatives constitute the foundation for large-position holders’ risk-free hedging rental income. This income is then packaged into ETF-like products sold to liquidity providers (LPs), whose raised capital is subsequently used to purchase Bitcoin—creating a virtuous cycle that reduces volatility and reinforces BTC’s income-generating attributes.

Citadel Securities President States: Company May Enter Prediction Markets, Focusing on Geopolitical Hedging Rather Than Sports Events

According to The Block, Jim Esposito, President of Citadel Securities, stated on Thursday at the Semafor World Economic Forum in Washington, D.C., that the firm is “fully capable” of providing liquidity to prediction markets—but explicitly expressed no interest in sports-event contracts. Instead, he emphasized the value of prediction markets for hedging geopolitical risks, citing the U.S. midterm elections this November as “one of the greatest risks facing investors’ portfolios.” Esposito noted that as platforms like Kalshi and Polymarket continue to grow rapidly, the prediction market is poised for sustained expansion—naturally drawing Citadel Securities into the space. Notably, Zhao Peng, CEO of Citadel Securities, participated last year in Kalshi’s $185 million funding round.