Solana基金會與哈薩克斯坦合作，創建一個區塊鏈中心，啓動一個經濟區，專注於推動Web3技術、代幣化市場，並培養中亞地區的本地人才。

ZONE

區塊鏈

Web3

代幣化

**Solana基金會通過與哈薩克斯坦政府簽署諒解備忘錄，達成了一項裏程碑式的成就，這標志着在中亞地區首次開展此類合作。該倡議旨在在該國建立一個區塊鏈中心，利用Web3技術並吸引頂尖人才。**


##  Solana 基金會與哈薩克斯坦簽署諒解備忘錄，啓動經濟區


Solana正在通過與國家合作來擴大其影響力。根據該項目的官方X帳戶，Solana最近與哈薩克斯坦共和國簽署了一份諒解備忘錄(MOU)，開創了中亞地區此類合作關係的先河。


該安排是該國Solana經濟區啓動的一部分，旨在將哈薩克斯坦打造成該地區的區塊鏈飛地。政府表示，這種區域的啓動是技術進步的強大推動力，並提到迪拜多商品中心(DMCC)加密中心作爲例子。


數字發展、創新和航空航天工業部長扎斯蘭·馬迪耶夫強調了這一點對更廣泛的加密生態系統的重要性。他表示：



> 
> 我們致力於構建一個有韌性和競爭力的數字環境。像Solana經濟區這樣的項目使我們能夠測試和實施下一代解決方案——從資產數字化到培養Web3人才。
> 
> 
> 


      
該經濟區將尋求在三個關鍵方面推動該國的Web3技術，以此爲目的利用Solana的技術。


代幣化資本市場的發展是這些要素之一。AIX、Solana基金會、Jupiter和Intebix將合作開發一個試點項目，將代幣化工具引入該國的傳統市場。


培養Web3開發者社區是此次合作的另一個支柱。該部和Solana基金會達成協議，推出一項教育計劃，借助當地大學教授Rust課程，以培養Web3人才。


最後，合作夥伴關係還涉及爲區塊鏈企業在哈薩克斯坦定居創造條件，發展基礎設施接入、監管支持和商業激勵，以吸引這些公司在該國設立。


閱讀更多：迪拜將爲Web3和AI公司補貼商業許可證

The Solana Foundation has partnered with Kazakhstan to create a blockchain hub, launching an Economic Zone focused on advancing Web3 technology, tokenized markets, and developing local talent in Central Asia.

**The Solana Foundation has achieved a milestone by signing a Memorandum of Understanding with the Government of Kazakhstan, marking the first partnership of its kind in Central Asia. The initiative aims to establish a blockchain hub in the country, leveraging Web3 technologies and attracting top talent.**


##  Solana Foundation Signs MOU With Kazakhstan, Launches Economic Zone


 Solana is expanding its influence by partnering with nation states. According to the official X account of the project, Solana has recently signed a Memorandum of Understanding (MOU) with the Republic of Kazakhstan, pioneering this kind of partnership in Central Asia.


The arrangement comes as part of the launch of a Solana Economic Zone in the country, aiming to kickstart Kazakhstan as a blockchain enclave in the region. The government has stated that the launch of such zones is a powerful accelerator for technological advances, mentioning the Dubai Multi Commodities Centre (DMCC) Crypto Centre as an example.


Minister of Digital Development, Innovation, and Aerospace Industry Zhaslan Madiyev highlighted the relevance of this for the wider crypto ecosystem. He stated:



> 
> We are committed to building a resilient and competitive digital environment. Projects like the Solana Economic Zone allow us to test and implement next-generation solutions — from asset tokenization to cultivating Web3 talent.
> 
> 
> 


      
The economic zone will seek to advance Web3 tech in the country in three key aspects, using Solana’s tech to this end.


The development of tokenized capital markets is one of these elements. AIX, Solana Foundation, Jupiter, and Intebix will partner to develop a pilot to bring tokenized instruments to the country’s traditional markets.


Fostering a community of Web3 developers is another of the pillars of this partnership. The Ministry and the Solana Foundation agreed to launch an educational program to incubate Web3 talent with the help of local universities that will teach Rust courses.


Finally, the partnership also entails the creation of conditions for blockchain businesses to settle in Kazakhstan, developing infrastructure access, regulatory support, and business incentives to entice these companies to establish in the country.


Read more: Dubai to Subsidize Commercial Licenses for Web3 and AI Companies

Solana Partners With Kazakhstan to Launch Economic Zone

Solana與哈薩克斯坦合作推出經濟區

中東緊張局勢加劇和油價漲正在重塑全球市場，促使投資者在高度波動和通貨膨脹擔憂中轉向能源、國防和抗通脹資產。

CHAOS

**中東衝突加劇和地緣政治風險上升正在引發市場的劇烈調整，推動投資者湧入能源、國防、商品和通脹保護資產，市場波動性劇增。**


## 市場前景因油價飆升和中東緊張局勢加劇而黯淡


全球市場經歷了一次不穩定的震蕩，隨着中東軍事升級的加劇，通貨膨脹擔憂和行業動蕩加劇。金融顧問公司Devere Group的首席執行官奈傑爾·格林在6月22日表示，特朗普總統對伊朗核設施的打擊正在戲劇性地重置投資者的預期。


“美國對伊朗核設施的打擊是一個市場定義時刻，”格林說，強調道：



> 這直接打擊了一直驅動投資者定位的假設：較低的通脹、下降的利率和穩定的能源價格。這個框架剛剛被打破。
> 
> 


隨着市場重新開放，投資者準備迎接極端波動，油價飆升引發對通脹預測的新一輪關注。由於對伊朗報復的擔憂以及霍爾木茲海峽的幹擾，布倫特原油面臨進一步漲的可能性。分析師現在警告稱，原油價格可能會飆升至每桶130美元，具體取決於伊朗的反應。格林警告道：“這樣的價格衝擊將傳導到全球通脹，許多地區的通脹仍然高企和/或頑固。”他補充說，聯邦儲備等中央銀行預計的降息可能不再可行：“油價的持續漲使降息變得非常難以辯解。如果通脹再次飆升，貨幣政策制定者將被迫持穩，甚至可能完全重新考慮放松週期。”


      
當前危機可能會將資本從利率敏感的行業轉移到能源、商品、國防和國家安全相關的公司。“隨着多個發達經濟體的軍事預算已經上升，與安全、監控、航空航天和武器制造相關的公司在需求激增中處於有利位置，”格林解釋道。他指出，避險資金流入可能會支持黃金和與通脹掛鉤的債券，而美元可能在短期內反彈，隨後出現長期脆弱性：“這不是2019年。我們現在處於一個更緊湊、更脆弱的系統中，容錯空間更小，”他表示。


“投資者不能坐等觀望。他們需要立即採取行動，調整投資組合，關注能夠承受長期不確定性的行業和策略，”格林強調道。他總結說：



> 消極樂觀的時代已經結束。這次罷工標志着一個轉折點。聰明的投資者已經在重新調整位置，猶豫不決的人將面臨風險。
> 
>

Intensifying Middle East tensions and escalating oil prices are reshaping global markets, prompting investors to pivot towards energy, defense, and inflation-protected assets amid heightened volatility and inflation fears.

**Intensifying Middle East conflict and surging geopolitical risk are igniting a dramatic market realignment, driving investors into energy, defense, commodities, and inflation-protected assets as volatility erupts.**


## Market Outlook Darkens With Soaring Oil and Heightened Middle East Tensions


A destabilizing jolt has shaken global markets, fueling inflation fears and sector turmoil as military escalation intensifies in the Middle East. Financial advisory firm Devere Group CEO Nigel Green stated on June 22 that President Donald Trump’s strikes on Iranian nuclear facilities are dramatically resetting investor expectations.


“The U.S. strike on Iran’s nuclear sites is a market-defining moment,” Green said, emphasizing:



> It’s a direct hit to the assumptions that have been driving investor positioning: lower inflation, falling rates, and stable energy prices. This framework has just been broken.
> 
> 


As markets reopen, investors brace for extreme volatility, with surging oil prices drawing fresh scrutiny on inflation forecasts. Brent crude faces further upside amid fears of Iranian retaliation and the disruption to the Strait of Hormuz. Analysts now warn crude could spike toward $130 per barrel depending on Iran’s response. Green cautioned: “Such a price shock would filter through to global inflation, which remains elevated and/or sticky in many regions.” He added that anticipated rate cuts by central banks like the Federal Reserve may no longer be feasible: “A sustained surge in oil makes rate cuts very difficult to justify. If inflation spikes back up, monetary policymakers will be forced to hold, and possibly even reconsider the easing cycle altogether.”


      
The unfolding crisis may shift capital away from rate-sensitive sectors into energy, commodities, defense, and national security-linked firms. “With military budgets already rising in several developed economies, firms linked to security, surveillance, aerospace and weapons manufacturing are well-positioned to benefit from a surge in demand,” Green explained. He noted that safe-haven flows could support gold and inflation-linked bonds, while the U.S. dollar may rally short-term before longer-term vulnerabilities emerge: “This is not 2019. We’re in a tighter, more fragile system now, with less room for error,” he opined.


“Investors can’t afford to wait and see. They need to respond now, reposition portfolios, and focus on sectors and strategies that can withstand prolonged uncertainty,” Green stressed. He concluded:



> The time for passive optimism is over. This strike marks a turning point. The smart investors are already repositioning, those who hesitate risk being left exposed.
> 
>

Markets Enter Uncharted Chaos as Iran Strike Forces Brutal Portfolio Resets

隨着伊朗襲擊迫使投資組合進行嚴酷重置，市場進入未知的混亂

隨着中東衝突的加劇，美國對伊朗的空襲重新點燃了人們對德黑蘭可能封鎖霍爾木茲海峽石油流動的擔憂。高盛分析師現在指出，石油市場的風險溢價正在增加，注意力集中在對全球最重要的威脅之一上。

風險溢價

**隨着中東地區衝突加劇，美國對伊朗的空襲重新點燃了人們對德黑蘭可能封鎖霍爾木茲海峽石油運輸的擔憂。高盛的分析師們現在指出，石油市場的風險溢價正在上升，大家的注意力集中在對全球能源最重要的航運路線之一的威脅上。**


## 高盛關注在特定條件下的油價飆升


在最近由Zerohedge分享的市場報告中，高盛的策略師估計，目前油價因地緣政治因素漲約10美元/桶，因爲交易者預計發生重大供應中斷的概率爲10%到15%。該公司列出了四條升級路徑：一種是原油價格保持在72美元左右，其他情況是直接的伊朗行動或海峽封閉可能會推動價格超過100美元，甚至接近150美元。


全球近五分之一的原油和液化天然氣通過霍爾木茲海峽，因此任何幹擾都有可能衝擊能源市場並引發全球經濟後果。周日東部時間上午10:30左右，報道稱伊朗議會支持關閉霍爾木茲海峽的計劃。最終決定現在等待伊朗最高安全官員的批準。


美國國務卿馬爾科·魯比奧稱這一想法是“自殺式的舉動”。魯比奧在《與瑪格麗特·布倫南面對面》節目中表示：“如果他們這樣做，首先應該對此感到憤怒的是中國政府，因爲他們的大量石油通過那裏。”高盛的分析師預計，除非實際供應受到影響，否則價格將保持在當前水平附近。


      
盡管如此，如果伊朗發起直接攻擊或停止航運通道，高盛認爲布倫特原油價格可能會突破90美元。霍爾木茲海峽的完全封閉可能會暫時推高油價。德黑蘭也可能在威脅方面虛張聲勢——通過誇大威脅來推高價格而不付諸行動。在高盛最極端的情況下，如果每天有1500萬到1700萬桶的石油停產，價格可能會短暫攀升至120到150美元區間。


在周六晚上，伊朗關閉海峽的機會爲52%，到周日降至34%。自推出以來，預測市場的交易量達到了183萬美元。空襲後，伊朗外長聲稱美國已經越過了一條“非常大的紅線”。在與CNN的對話中，Lipow Oil Associates的安迪·利波說：“我們預計本週開盤時油價將達到80美元。”

As conflict brews across the Middle East, U.S. airstrikes on Iran have reignited worries that Tehran might block oil flows through the Strait of Hormuz. Goldman Sachs analysts are now pointing to a growing risk premium in oil markets, with attention locked on threats to one of the world’s most

**As conflict brews across the Middle East, U.S. airstrikes on Iran have reignited worries that Tehran might block oil flows through the Strait of Hormuz. Goldman Sachs analysts are now pointing to a growing risk premium in oil markets, with attention locked on threats to one of the world’s most vital shipping routes for energy.**


## Goldman Eyes Oil Price Spike Under Certain Conditions


In a recent market note shared by Zerohedge, Goldman Sachs’ strategists estimate oil is currently trading with about a $10-per-barrel geopolitical bump, as traders price in a 10% to 15% probability of major supply disruption. The firm lays out four escalation paths: one where crude holds around $72, and others where direct Iranian action or a strait shutdown could propel prices past $100—or even toward $150.


Nearly one-fifth of the globe’s crude and LNG moves through the strait, so any disruption risks jolting energy markets and triggering global economic fallout. Around 10:30 a.m. Eastern on Sunday, reports indicated Iran’s parliament backed a plan to shutter the Strait of Hormuz. The final decision now awaits the nod from Iran’s top security brass.


U.S. Secretary of State Marco Rubio called the idea “a suicidal move.” “If they do that, the first people that should be angry about it are the Chinese government, because a lot of their oil comes through there,” Rubio said during an appearance on “Face the Nation with Margaret Brennan.” Goldman’s analysts expect prices to stick near current levels unless physical supply takes a hit.


      
Still, should Iran launch direct attacks or halt shipping lanes, Goldman sees Brent potentially pushing past $90. A complete closure of the strait could send oil soaring temporarily. Tehran might also bluff—talking up threats to drive prices higher without pulling the trigger. In Goldman’s most extreme scenario, with 15–17 million barrels per day offline, prices could briefly climb into the $120–$150 bracket.


While the chances of Iran closing the strait stood at 52% on Saturday night, by Sunday they had cooled to 34%. The prediction market has drawn $1.83 million in volume since its launch. Following the airstrikes, Iran’s foreign minister claimed the U.S. had crossed a “very big red line.” In a conversation with CNN, Andy Lipow of Lipow Oil Associates remarked, “We are looking at $80 oil on the open” to kick off the week.

$150 Oil on the Table: Goldman Analysts Warn as Iran Threatens Strait Shutdown

150美元的石油在桌上：高盛分析師警告，伊朗威脅關閉霍爾木茲海峽

比特幣面臨來自政府債券的激烈競爭，因爲兩者都爭奪避險資產的地位。隨着監管障礙的減少，投資者偏好發生變化，這可能對比特幣的市場地位和未來策略產生影響。

GOLD

債券

**比特幣在避險資產領域的主導權之戰愈發激烈，政府債券成爲其最強勁的對手，在監管障礙減輕和財富格局變化的背景下，重新塑造了投資者策略。**


## 政府債券成爲比特幣在尋找避險資產中的主要競爭對手


比特幣在全球金融中的角色越來越受到爭論，因爲它與傳統和新興的價值存儲方式展開競爭。Bitwise Asset Management的首席執行官Hunter Horsley本週在社交媒體平台X上分享了他對比特幣競爭的看法。Horsley在6月19日表示：



> 我認爲比特幣的競爭對手不會是黃金……相反，我認爲比特幣的競爭對手最終將是美國國債和其他國家的債券……這是真正的政治價值儲存。
> 
> 


這位高管解釋說，雖然黃金提供較低的波動性，而比特幣具有更高的波動性，但兩者都吸引尋求傳統貨幣資產替代方案的投資者。


在6月20日，Horsley區分了機構投資者和個人投資者。他指出，對於大多數個人而言，房地產是主要的價值儲存方式。他質疑住宅房地產是否由於供需失衡而增值，能夠成爲比特幣的真正可總尋址市場，從而將比較從金融工具轉移到有形的財富保值資產。


      
Bitwise的首席執行官還討論了比特幣投資的轉變障礙。他表示：



> 過去‘監管不確定性’是比特幣投資者面臨的最大障礙。但在2025年，這不再是問題，這是一大解鎖。它的影響仍未完全顯現。
> 
> 


他詳細指出，出現的主要障礙是時間限制和對比特幣價值的看法。許多投資者和配置者被衆多機會所淹沒，其中一些具有顯著回報的潛力，這使得他們難以將注意力優先集中在BTC上，這對許多人來說仍然很復雜。此外，比特幣與“數字黃金”的比較也帶來了挑戰，因爲一些投資者，比如家族辦公室，完全避免黃金，將其視爲在美國不受歡迎的資產類別。雖然這些問題不是迫在眉睫的擔憂，但預計在接下來的幾個季度中，這些問題將變得更加突出。

Bitcoin faces intensified competition from government bonds as both vie for safe-haven asset status. As regulatory hurdles ease, investor preferences shift, with potential implications for Bitcoin's market position and future strategies.

**Bitcoin’s battle for dominance in safe-haven assets intensifies as government bonds emerge as its fiercest rival, reshaping investor strategies amid easing regulatory hurdles and shifting wealth paradigms.**


## Government Bonds Emerge as Bitcoin’s Key Competitor in Hunt for Safe-Haven Assets


Bitcoin’s role in global finance is increasingly debated as it competes with both traditional and newer stores of value. Hunter Horsley, chief executive officer of Bitwise Asset Management, shared his views on bitcoin’s competition on social media platform X this week. Horsley stated on June 19:



> I don’t think bitcoin’s competition is going to end up being gold … Rather, I think bitcoin’s competition is going to end up being U.S. Treasuries and other government’s bonds… the ultimate political stores of value.
> 
> 


The executive explained that while gold offers lower volatility and BTC has higher volatility, both attract investors seeking alternatives to traditional monetary assets.


On June 20, Horsley distinguished between institutional and individual investors. For most individuals, he noted, real estate serves as the primary store of value. He questioned whether residential real estate, which appreciates due to supply and demand imbalances, could be the true total addressable market for bitcoin, shifting the comparison from financial instruments to tangible wealth preservation assets.


      
The Bitwise CEO also discussed shifting obstacles for bitcoin investment. He stated:



> It used to be that ‘regulatory uncertainty’ was bitcoin’s biggest obstacle for investors. This is no longer the case in 2025, which is a huge unlock. It’s impact still hasn’t fully manifested.
> 
> 


He detailed that the main obstacles emerging are time constraints and perceptions of bitcoin’s value. Many investors and allocators are overwhelmed with numerous opportunities, some with potential for significant returns, making it difficult to prioritize attention toward BTC, which remains complex for many. Additionally, bitcoin’s comparison to “digital gold” presents a challenge, as some investors, such as family offices, avoid gold entirely, viewing it as an unpopular asset class in the U.S. While not immediate concerns, these issues are expected to become more prominent in the coming quarters.

Bitcoin’s Main Rival Is US Treasuries, Not Gold, Says Bitwise CEO

比特幣的主要競爭對手是美國國債，而不是黃金，Bitwise CEO表示

Hyperscale Data的子公司Ault Capital Group計劃在2025年第三季度爲美國上市公司推出XRP借貸平台。該平台將提供資產支持的加密貸款，具有鏈上細節和通過XRP期貨進行的風險管理。

PUBLIC

上市

加密

鏈上

**XRP正準備通過鏈上、期貨對沖、資產支持的加密貸款，超級提升機構貸款，因爲一個頂級企業平台瞄準NYSE和納斯達克上市的巨頭。**


##  XRP將爲NYSE和納斯達克上市的大型公共企業提供機構貸款


Hyperscale Data Inc. (NYSE American: GPUS) 於5月29日披露，其子公司 Ault Capital Group Inc. (ACG) 將在2025年第三季度推出一個企業 XRP 借貸平台。這個新舉措標志着 ACG 進入去中心化金融 (DeFi) 的第一步，專門面向美國上市公司。該測試平台將爲在紐約證券交易所、NYSE American 和納斯達克股票市場所有層級上市的公司提供服務。


ACG計劃通過與申請者一對一的談判來結構化貸款。該公司詳細說明：



> 符合條件的申請人將能夠申請借用最多固定金額的 XRP … 根據申請人與 ACG 之間協商的條款和條件。
> 
> 


一旦最終確定，每筆貸款的詳細信息將會鏈上發布，並預計將由資產擔保或可轉換爲註冊股份。該公司表示，計劃通過利用芝加哥商品交易所的XRP期貨來管理價格波動風險。爲了支持流動性，ACG已宣布計劃購買價值高達1000萬美元的XRP。公司表示：“該平台將利用XRP Ledger來促進快速、低成本和安全的貸款，支持ACG最近宣布的計劃，以收購高達1000萬美元的XRP。”


      
Hyperscale Data的執行主席Milton “Todd” Ault, III將該項目描述爲將區塊鏈與傳統金融融合的更廣泛戰略的一部分。他強調：



> 隨着XRP和XRP Ledger提供的一系列企業功能，機構借款人和貸款人現在可以在其運營中訪問集成的對沖和風險管理工具。
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ACG的長期願景包括將現實世界資產進行代幣化，促進替代企業融資，並實現基於區塊鏈的跨境支付。Hyperscale Data仍然預計在2025年底之前剝離ACG，將其自身的重點轉向數據中心和比特幣挖礦服務。

Hyperscale Data's subsidiary, Ault Capital Group, plans to launch an XRP lending platform for U.S. public companies by Q3 2025. This platform will offer asset-backed crypto loans with on-chain details and risk management through XRP futures.

**XRP is primed to supercharge institutional lending as a top-tier enterprise platform targets NYSE and Nasdaq-listed giants with on-chain, futures-hedged, asset-backed crypto loans.**


##  XRP to Fuel Institutional Loans for Public Giants on NYSE and Nasdaq Boards


Hyperscale Data Inc. (NYSE American: GPUS) disclosed on May 29 that its subsidiary, Ault Capital Group Inc. (ACG), will roll out an enterprise XRP lending platform in the third quarter of 2025. This new initiative marks ACG’s first step into decentralized finance (DeFi) and is aimed specifically at U.S. public companies. The beta platform will cater to firms listed on the New York Stock Exchange, NYSE American, and all tiers of the Nasdaq Stock Market.


ACG intends to structure the loans through one-on-one negotiations with applicants. The company detailed:



> Eligible applicants will be able to apply to borrow up to a fixed amount of XRP … on terms and conditions negotiated between the applicant and ACG.
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Once finalized, the details of each loan will be posted on-chain and are expected to be secured by assets or convertible into registered shares. The firm said it plans to manage price volatility risks by utilizing XRP futures on the Chicago Mercantile Exchange. To support liquidity, ACG has announced plans to purchase up to $10 million worth of XRP. “The Platform will leverage the XRP Ledger to facilitate fast, low cost, and secure lending, backed by ACG’s recently announced initiative to acquire up to $10 million of XRP,” the company stated.


      
Milton “Todd” Ault, III, executive chairman of Hyperscale Data, described the project as part of a broader strategy to merge blockchain with traditional finance. He emphasized:



> With the host of enterprise features offered by XRP and the XRP Ledger, institutional borrowers and lenders now have access to integrated hedging and risk management tools as part of their operations.
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ACG’s longer-term vision includes tokenizing real-world assets, facilitating alternative corporate financing, and enabling blockchain-based cross-border payments. Hyperscale Data still expects to divest ACG by the end of 2025, shifting its own focus to data center and bitcoin mining services.

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