haven

IBM thông báo rằng khách hàng của nền tảng quản lý tài sản kỹ thuật số IBM Digital Asset Haven hiện đã có thể kết nối với mạng blockchain có giấy phép, bao gồm sổ cái chia sẻ dựa trên blockchain của Swift. Một phiên bản thử nghiệm mới của bộ điều hợp thông điệp ISO 20022 cho phép các tổ chức tài chính khởi tạo giao dịch gửi tiền token hóa thông qua sổ cái này, sử dụng thông điệp thanh toán tiêu chuẩn. IBM cho biết, các tổ chức tài chính tham gia vào các chương trình liên quan đến Swift đã sử dụng Digital Asset Haven để thử nghiệm gửi tiền token hóa trên sổ cái này. Sổ cái hỗ trợ gửi tiền token hóa do ngân hàng phát hành, cho phép các khách hàng của IBM tham gia chuyển đổi tài sản kỹ thuật số 24/7, và việc thanh toán cuối cùng vẫn được thực hiện thông qua hệ thống hiện có.Swift lần đầu tiên công bố sổ cái này tại Sibos 2025, dựa trên nguyên mẫu được phát triển hợp tác với Consensys, với sự tham gia của hơn 40 tổ chức tài chính trong thiết kế, trong đó 17 tổ chức đang tham gia thí điểm gửi tiền token hóa. Hiện tại, Swift kết nối với hơn 12,500 tổ chức tài chính trên hơn 200 thị trường toàn cầu. Bộ điều hợp thông điệp nêu trên cho phép các ngân hàng tiếp tục sử dụng định dạng thông điệp thanh toán và quy trình hoạt động hiện có mà không cần áp dụng quy trình làm việc riêng biệt cho blockchain.IBM cũng mở rộng Digital Asset Haven đến phiên bản thử nghiệm triển khai tại chỗ, phiên bản này có thể được cài đặt trên IBM Z và IBM LinuxONE của khách hàng để quản lý các tài sản kỹ thuật số như stablecoin, gửi tiền token hóa mà không cần phụ thuộc vào cơ sở hạ tầng đám mây công cộng. IBM cho biết, nền tảng và lớp quản lý khóa hoàn toàn được giữ lại trong môi trường của khách hàng, với khóa được bảo vệ bởi mô-đun bảo mật phần cứng IBM Crypto Express.

Tin tức từ ChainCatcher, đồng sáng lập của đội ngũ phát triển Sui Mysten Labs, Kostas Kryptos, cho biết Havenex đang tiến hành vòng gọi vốn A và sắp hoàn thành, hiện đã nộp tất cả các giấy phép cần thiết và một số giấy phép bổ sung, số tiền gọi vốn cũng đã gần hoàn tất phân bổ.Vị trí của Havenex không phải là trở thành một Coinbase, Binance, Bybit hay Kraken khác, mà là cung cấp cơ sở hạ tầng cho các tổ chức tài chính, giúp họ có thể cung cấp tài sản kỹ thuật số và tài sản tài chính truyền thống cho khách hàng trong khi đáp ứng các yêu cầu về quy định, lưu ký, an ninh và tính minh bạch. Havenex dự kiến sẽ hỗ trợ kiến trúc đa chuỗi, lưu ký có thể xác minh, chứng minh khả năng thanh toán liên tục, chữ ký đa số mặc định, khóa chống lượng tử, ví xác thực hai yếu tố phần cứng, cũng như cơ chế tự lưu ký và bảo vệ mất khóa; ở những khu vực được quy định cho phép, cũng sẽ hỗ trợ tài sản riêng tư và RWA. Dự án sẽ sử dụng công nghệ Sui trong các tình huống phù hợp, đồng thời tích hợp tài sản của các hệ sinh thái khác, các giao thức cầu nối và các thành phần cơ sở.Ý tưởng của Havenex được đưa ra bởi chính họ, hiện họ sẽ tham gia với tư cách là cố vấn, nhưng Mysten Labs và Sui vẫn là trọng tâm công việc của họ. Ông cho biết, dự án mong muốn thiết lập tiêu chuẩn minh bạch và an toàn khác biệt so với FTX và Mt. Gox, đồng thời giảm thiểu rủi ro nghiêm trọng do mã được tạo ra bởi các mô hình ngôn ngữ lớn gần đây.

Tin tức từ ChainCatcher, RetoSwap đã công bố trên nền tảng X rằng đội ngũ đã nhận được báo cáo vào lúc 2:02 sáng hôm nay (giờ Bắc Kinh) về việc giao thức Haveno đang bị tấn công, ngay lập tức thiết lập phiên bản khách hàng tối thiểu thành phiên bản 2.0 và tạm ngừng giao dịch, đồng thời cấm địa chỉ onion của kẻ tấn công. RetoSwap cho biết, đội ngũ không bị tấn công, lỗ hổng nằm ở cấp độ giao thức Haveno. Thiệt hại dường như chỉ giới hạn ở các lệnh đặt lớn bằng tài sản tiền điện tử, các nhà giao dịch tiền pháp định không bị ảnh hưởng. Đội ngũ đang đánh giá các phương án giúp các nhà giao dịch bị ảnh hưởng phục hồi. Giao dịch sẽ được khôi phục sau khi giao thức được sửa chữa.Trước đó, vào ngày 21 tháng 5, có thông tin rằng do lỗ hổng của giao thức Haveno, RetoSwap đã bị đánh cắp khoảng 2,7 triệu đô la.

According to CoinDesk, JPMorgan analyst Nikolaos Panigirtzoglou and others stated that as signs of easing tensions in the Middle East emerge, investors are gradually withdrawing from the Bitcoin and gold markets. The "devaluation trade" that had driven demand for both is losing momentum.In the past two weeks, both Bitcoin and gold-related ETFs have seen significant outflows, and institutional positions in the CME futures market have also weakened simultaneously. This trend indicates that investors are retreating from the macro hedging trades that had become popular due to inflation concerns and global instability, and it is not that Bitcoin funds are shifting to gold, but rather that both asset classes are facing a simultaneous decline in demand. Since the Iran conflict, Bitcoin has been a major representation of the "devaluation trade."

J.P. Morgan analysts, including Nikolaos Panigirtzoglou, stated that as signs of easing tensions in the Middle East emerge, investors are gradually withdrawing from the Bitcoin and gold markets. The "devaluation trade" that previously drove demand for both is losing momentum.In the past two weeks, both Bitcoin and gold-related ETFs have seen significant capital outflows, and institutional positions in the CME futures market have also weakened concurrently. This trend indicates that investors are retreating from the macro hedging trades that became popular due to inflation concerns and global instability, and it is not a case of Bitcoin funds shifting to gold; rather, both asset classes are facing a simultaneous decline in demand. Since the Iran conflict, Bitcoin has been a major representation of the "devaluation trade."

Recently, the volatility in the metal market has continued to intensify, with gold and silver prices maintaining high-level fluctuations. According to market data from the Gate platform, silver (XAG) reached a 24-hour high of $77.61 and is currently reported at $76.89; gold (XAU) reached a 24-hour high of $4,549.78 and is currently reported at $4,514.90, with an overall strong trend. According to CoinGlass data, the 24-hour contract position for silver (XAG) on the Gate platform reached $100 million, with a 24-hour trading volume of $131 million; the 24-hour contract position for gold (XAU) reached $180 million, both ranking among the top two globally. As global macro uncertainty increases, market risk aversion continues to rise, further driving the growth of metal trading activity.Gate has pioneered the metal contract trading sector, providing 24/7 uninterrupted trading, offering users greater strategic flexibility and asset management efficiency in volatile markets. Gate contracts cover a variety of traditional financial assets, including stocks, metals, foreign exchange, indices, and commodities, supporting trading in core assets such as gold, silver, and globally popular stocks. Gate continues to build a more efficient and professional multi-asset one-stop trading platform for global users.

According to Jin Shi reports, Sky Links Capital Group CEO Daniel Takieddine stated that the dollar trading trend is stable and remains close to multi-week highs, thanks to the strong performance of U.S. economic data and the uncertainty of U.S.-Iran negotiations. He pointed out that recent U.S. data has strengthened expectations that the Federal Reserve will maintain high interest rates for a longer period, and although market pricing indicates that rates will remain unchanged this year, there is still a possibility of rate hikes if inflationary pressures persist.

The peer-to-peer multi-signature DEX RetoSwap, based on the Tor network, tweeted that its upstream open-source project Haveno trading protocol was attacked by hackers. Subsequently, RetoSwap banned the attacker's onion address and suspended trading through client version restrictions; the team itself was not attacked. The impact of this incident mainly affects large cryptocurrency transactions, while fiat currency trading parties have not yet been affected. The team is currently evaluating plans to assist affected users in recovering their funds.In addition, according to monitoring by PeckShield, RetoSwap users lost approximately 7,000 XMR (about 2.7 million USD) in this attack incident.It is reported that RetoSwap is a fork project of Haveno.

According to Jinshi News, due to the prospects of peace negotiations in the Iran war, traders are unwinding their bets on the safe-haven currency, the US dollar, which is facing its largest monthly decline since June of last year. The dollar index fell 1.8% in April, primarily due to the ceasefire agreement reached between the US and Iran earlier this month. Recently, with oil prices soaring again and market expectations of a possible interest rate hike by the Federal Reserve next year, the dollar index has rebounded, and the decline has eased. Nathan Tuft, a senior portfolio manager at Manulife Investment Management, stated that looking ahead, the dollar may decline but will still maintain a range-bound fluctuation.

Bitwise Asset Management points out that the recent strength of Bitcoin is not contrary to a risk-averse environment, but is directly driven by geopolitical conflicts. Since the escalation of the situation in the Middle East at the end of February, BTC has risen by about 12%, while the S&P 500 index has fallen by about 1% and gold has dropped by about 10%, showing a clear divergence in performance.Bitwise CIO Matt Hougan and research director Ryan Rasmussen state that Bitcoin is simultaneously embodying two logics: "store of value asset" and "potential international settlement currency." As the financial system becomes "weaponized" and the global payment system fractures, the appeal of non-sovereign neutral assets continues to rise. The report suggests that geopolitical fragmentation is prompting some countries to explore alternative paths to bypass the traditional financial system, such as attempting to introduce Bitcoin settlements in trade. This trend enhances BTC's potential position in the global monetary system. Based on the aforementioned changes, Bitwise indicates that the Bitcoin valuation framework is being reshaped; if it captures both store of value and transaction settlement demand, long-term price expectations may be underestimated, and $1 million could shift from a target ceiling to a "benchmark level."

According to Jinshi reports, the Iran war has restored the traditional relationship between the dollar and stock market volatility, with risk-averse investors flocking back to U.S. assets. Since the outbreak of the war, the positive correlation between the dollar and the fear index VIX has continued to strengthen, currently nearing its highest level since 2024. Shaun Osborne, Chief Foreign Exchange Strategist at Scotiabank, stated that if the situation in the Gulf region does not trigger a significant and sustained rebound in VIX, the dollar may further widen its decline.

Liquid Capital (formerly LD Capital) founder Yi Lihua stated that peace negotiations typically move from disagreement to consensus. The motivation for continued warfare among all parties is weakening under the current circumstances, and the conflict may gradually come to an end. "We still insist that the war will end; neither side has any reason to continue fighting. Waiting for a rebound without taking profits, the moment an agreement is reached will be a bullish signal."He pointed out that, from a medium to long-term perspective, the market is generally waiting for a potential large-scale financial crisis. There are signs of defensive positioning on the funding side, such as large capital holding a high proportion of cash and sovereign entities increasing their gold holdings. In this context, if a crisis occurs again, it will be a key moment to test whether Bitcoin possesses the attributes of a safe-haven asset, and it may also present significant opportunities for low-position allocations.In addition, Yi Lihua believes that AI technology is bringing a new round of opportunities for outstanding entrepreneurs. A small number of teams can create global products, reducing financing and organizational management costs. Especially experienced serial entrepreneurs should seize this "AI Age of Exploration."

Fundstrat co-founder Tom Lee stated that since the escalation of the conflict in the Middle East, Ethereum has become the second-best performing asset, with Bitcoin ranking third, and both have significantly outperformed the stock market.He pointed out that current war spending is about $30 billion per month and could rise to a scale of $100 billion in the future; in contrast, the impact of rising energy prices on consumers is relatively limited—each $10 increase in oil prices corresponds to about $4 billion to $5 billion per month in consumer pressure.Tom Lee believes that against the backdrop of high fiscal spending and energy volatility, the allocation value of crypto assets as "liquidity and risk assets" is rising.

According to a report by Jinshi, Mitsubishi UFJ analyst Derek Halpenny stated that if the conflict in Iran leads to an increase in capital inflows into safe-haven assets, the dollar may strengthen further. He anticipates that if the stock market experiences a larger decline, the dollar will strengthen further. In a more severe scenario, if Brent crude oil prices rise from $110 per barrel to the range of $120 to $160, the dollar index could rise to around 105.

According to The Block, JPMorgan analysts stated that during the Iran war, Bitcoin outperformed gold and silver, showing signs of inflows and increased activity, while precious metals faced significant outflows and position liquidations.Analysts pointed out that gold ETFs saw outflows of nearly $11 billion, and silver ETFs have completely reversed the inflows since last summer, while Bitcoin showed net inflows during the same period, indicating its strong performance relative to traditional safe-haven assets. The analysts noted that following the outbreak of war, cryptocurrency activity in Iran surged, with local residents transferring funds from domestic exchanges to self-custody wallets and international platforms. Bitcoin's borderless nature, self-custody capability, and 24/7 trading make it the preferred tool for capital movement during times of economic instability, currency pressure, and capital controls.In terms of institutional holdings, gold and silver futures positions have significantly decreased since January, while Bitcoin futures positions have remained relatively stable. The liquidity situation has also reversed, with Bitcoin's market breadth surpassing that of gold.

JPMorgan stated that in the recent context of the Iran conflict, Bitcoin has exhibited characteristics similar to safe-haven assets, showing greater resilience compared to gold and silver. Data shows that gold prices have fallen by about 15%, while gold ETFs have seen nearly $11 billion in outflows, and the inflows previously accumulated in silver ETFs have essentially been completely reversed. In contrast, Bitcoin has experienced net inflows during the same period, indicating relative strength.Analysis points out that gold and silver were previously at high levels, and with rising interest rates and a strengthening dollar, the market has seen profit-taking and position reductions. Meanwhile, Bitcoin has attracted inflows during this phase, demonstrating a different funding behavior compared to traditional safe-haven assets. Additionally, on-chain data shows that cryptocurrency activity in the Iran region has significantly increased during the conflict, with users transferring funds to self-custody wallets and overseas platforms. JPMorgan believes that Bitcoin's characteristics of strong cross-border liquidity, support for self-custody, and 24/7 trading make it an important tool for capital transfer in environments of economic instability and capital controls.

According to Jinshi reports, U.S. Treasury Secretary Yellen stated that the dollar has reestablished its safe-haven status, and the dollar is currently appreciating, with capital continuously flowing in.

According to Jinshi Data, Christopher Wong, a strategist at OCBC Bank in Singapore, stated that as people expect the Middle East conflict to ease and the strength of the dollar has weakened, the safe-haven demand for gold has begun to re-emerge. This further proves that gold has not lost its appeal as a safe-haven asset. It was once pushed out of the market by the dollar, and now that pressure is easing.In the short term, gold prices may continue to be influenced by expectations of the Federal Reserve's policy path, the movement of the dollar, and changes in the geopolitical situation. However, this rebound indicates that price declines may still find support unless real yields rise significantly.