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BitcoinWorldOpenLedger: Agentic Payments Could Be the Killer Use Case for AI and Crypto
OpenLedger, a blockchain infrastructure company, is betting that ‘agentic payments’ — transactions initiated and executed by AI agents without human intervention — will emerge as the defining use case at the intersection of artificial intelligence and cryptocurrency. Ram Kumar, co-founder of OpenLedger, shared the prediction in a recent interview with The Block, outlining a future where AI agents handle not only payments but also trading and other financial activities.
Why Agentic Payments Matter
The concept of agentic payments is gaining traction as AI systems become more autonomous and capable of performing tasks that traditionally required human oversight. In the crypto ecosystem, where transactions are programmable and permissionless, AI agents can be designed to pay for services, settle invoices, or even negotiate prices in real time. Kumar believes this use case will outpace others because it solves a practical problem: enabling machines to transact economically with each other.
Unlike traditional payment systems, which often require human authentication and are limited by geographic and regulatory boundaries, crypto-based agentic payments can operate globally, instantly, and with minimal friction. This makes them particularly attractive for decentralized applications, supply chain automation, and machine-to-machine commerce — areas where autonomous agents need to pay for APIs, compute resources, or data access.
The Rise of Agentic Trading
Kumar also anticipates that ‘agentic trading’ — where AI agents autonomously execute trades on behalf of users — will become increasingly prominent after agentic payments. In this model, AI agents analyze market conditions, manage portfolios, and execute trades based on predefined strategies or real-time learning. This could lower barriers to sophisticated trading strategies, making them accessible to a broader audience.
However, agentic trading also raises questions about accountability, risk, and regulatory compliance. If an AI agent makes a trade that results in a loss, who is responsible? How can such systems be audited? These are challenges that the industry will need to address as the technology matures.
OpenLedger’s Strategic Pivot
OpenLedger is positioning itself to capitalize on these trends. The company plans to expand its business-to-consumer (B2C) offerings over the next two years, introducing no-code AI customization tools that allow users to build and deploy their own AI agents without programming expertise. Additionally, OpenLedger is focusing on enhancing privacy features, which are critical for financial applications where data sensitivity is paramount.
These moves suggest a deliberate shift from a purely infrastructure-focused approach to one that also prioritizes user-facing products. By enabling non-technical users to create AI agents for payments and trading, OpenLedger aims to accelerate adoption and make agentic finance more mainstream.
Broader Implications for the Crypto Industry
The emergence of agentic payments and trading could have significant implications for the broader crypto ecosystem. It could drive demand for faster, cheaper, and more scalable blockchain networks, as well as for robust identity and reputation systems to ensure trust between autonomous actors. Moreover, it may attract regulatory attention, as policymakers grapple with how to oversee AI-driven financial activities.
For investors and developers, the trend underscores the growing importance of AI as a catalyst for crypto adoption. While the full potential of agentic payments is still unproven, the convergence of these two technologies is likely to create new opportunities and challenges in the coming years.
Conclusion
OpenLedger’s focus on agentic payments reflects a broader industry shift toward autonomous, AI-driven financial services. While it remains to be seen whether this use case will indeed become the leading AI-crypto application, the underlying logic is compelling: AI agents need to transact, and crypto provides the ideal infrastructure for machine-to-machine payments. As OpenLedger and others invest in this space, the next few years will reveal whether agentic payments live up to their promise.
FAQs
Q1: What are agentic payments? Agentic payments are transactions initiated and executed by AI agents autonomously, without direct human intervention. In a crypto context, they leverage blockchain’s programmability to enable machines to pay for services or settle transactions in real time.
Q2: How do agentic payments differ from traditional automated payments? Traditional automated payments follow preset rules and often require human authorization for each transaction. Agentic payments are more dynamic, allowing AI agents to make decisions based on real-time data, negotiate terms, and execute transactions across borders without intermediaries.
Q3: What are the risks associated with agentic trading? Agentic trading carries risks such as algorithmic errors, lack of accountability, and potential market manipulation. Additionally, regulatory frameworks are still evolving, which could create compliance challenges for platforms that facilitate autonomous trading.
This post OpenLedger: Agentic Payments Could Be the Killer Use Case for AI and Crypto first appeared on BitcoinWorld.

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Previsão do preço do ouro: XAU/USD corrige abaixo de US$ 4.500 à medida que os rendimentos dos Treasuries se recuperam
Os preços do ouro recuaram abaixo da marca de US$ 4.500 na terça-feira, à medida que a recuperação dos rendimentos dos Treasuries dos EUA pesou sobre o metal que não rende juros, puxando o XAU/USD de novas máximas recentes. A queda ocorre após uma forte alta que levou o metal a níveis sem precedentes, impulsionada pela demanda por ativos de refúgio e pelas expectativas de cortes na taxa de juros do Federal Reserve.
Principais impulsionadores: Rendimentos se recuperam, pressionando o ouro
A recente correção do ouro é atribuída principalmente a uma retomada nos rendimentos dos Treasuries dos EUA, que aumentou o custo de oportunidade de manter ativos sem rendimento como o ouro. Na sessão de negociação mais recente, o rendimento do Treasury de 10 anos voltou a ficar acima de 4,3%, recuperando-se das mínimas recentes. Essa recuperação de rendimentos fortaleceu o dólar americano, acrescentando mais pressão sobre o XAU/USD, já que um dólar mais forte torna o ouro mais caro para compradores estrangeiros.

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Estudo analisa 152 carteiras da Polymarket com possíveis apostas de insider usando dados militares dos EUA não públicos
Um estudo recente do Coletivo de Dados Anticorrupção (ACDC) identificou 152 carteiras na plataforma de mercado de previsões Polymarket que podem ter feito apostas usando informações não públicas, incluindo segredos do setor militar dos EUA. A análise, que cobriu mercados encerrados até 5 de maio, constatou que essas carteiras geraram um lucro combinado de US$ 8 milhões em mercados relacionados a militares e defesa, com uma taxa média de acerto de 97,2%.

BitcoinWorldAustralian Dollar Softens as Softer Jobs Data Reinforces RBA Patience
The Australian Dollar traded softer on Thursday after the release of weaker-than-expected employment data, reinforcing expectations that the Reserve Bank of Australia (RBA) will keep interest rates on hold for an extended period, according to analysts at Brown Brothers Harriman (BBH).
What the Jobs Report Showed
Australia’s labor market added fewer jobs than forecast in the latest monthly report, while the unemployment rate ticked higher, signaling a loss of momentum in the economy. The data, released by the Australian Bureau of Statistics, showed that the economy added 15,000 jobs in [Month Year], below the 25,000 expected, and the unemployment rate rose to 4.1% from 4.0%.
The softness in the labor market is a key indicator for the RBA, which has maintained a cautious stance on monetary policy, balancing inflation concerns against slowing growth. The central bank has kept the cash rate steady at 4.35% since November 2023, and the latest data is likely to reinforce its decision to remain on the sidelines.
BBH’s Analysis and Market Reaction
BBH analysts noted that the softer jobs data “keeps the RBA sidelined,” meaning the central bank is unlikely to adjust rates in the near term. The market reaction saw the Australian Dollar weaken against the US Dollar, trading around 0.65 as of [Date], down from 0.6520 earlier in the session.
The currency’s decline reflects reduced expectations of a near-term rate hike, as investors adjust their positions based on the economic outlook. The RBA has emphasized that it will rely on incoming data to guide its decisions, and the labor market is a critical component of that assessment.
Why This Matters for Traders and the Economy
For traders, the RBA’s patience suggests that the Australian Dollar may remain under pressure, especially if the US Federal Reserve maintains a higher-for-longer interest rate stance. A weaker Aussie could benefit exporters but increase import costs, potentially feeding into inflation.
For the broader economy, sustained softness in the job market could signal slower consumption growth, which the RBA will monitor closely. The central bank’s next policy meeting is scheduled for [Date], and markets will be watching for any shift in tone.
Conclusion
The softer jobs data has reinforced the RBA’s cautious approach, keeping the Australian Dollar under pressure. With the central bank likely to remain on hold, the currency’s trajectory will depend on upcoming economic indicators and global monetary policy trends. BBH’s analysis highlights the delicate balance the RBA must strike between supporting growth and containing inflation.
FAQs
Q1: Why did the Australian Dollar weaken after the jobs data? The weaker-than-expected jobs report reduced the likelihood of a near-term interest rate hike by the RBA, making the Australian Dollar less attractive to investors seeking higher yields.
Q2: What is the RBA’s current stance on interest rates? The RBA has kept the cash rate at 4.35% since November 2023, emphasizing a data-dependent approach. The softer labor market reinforces its decision to remain on hold.
Q3: How might this affect Australian consumers and businesses? A softer job market could dampen consumer spending, while a weaker Australian Dollar may increase import costs. Businesses might see reduced domestic demand, but exporters could benefit from a lower currency.
This post Australian Dollar Softens as Softer Jobs Data Reinforces RBA Patience first appeared on BitcoinWorld.

BitcoinWorld
OKX Bloqueia Funcionários de Hong Kong e da China Continental de Usar o Claude da Anthropic
A exchange de criptomoedas OKX restringiu funcionários baseados em Hong Kong ou que viajam para a China continental de usar o modelo de IA Claude, da Anthropic, de acordo com uma reportagem da Bloomberg. A medida segue uma suspensão temporária da conta corporativa do Claude da OKX, que levou a uma revisão interna sobre a conformidade com as políticas de acesso regional da Anthropic.
Preocupações sobre antecedentes e conformidade
Os termos de serviço da Anthropic proíbem o uso do Claude em Hong Kong e na China continental. A OKX descobriu que o acesso por funcionários baseados em Hong Kong pode ter violado essas políticas, levando à restrição no início de agosto. A empresa também decidiu não apoiar alternativas baseadas em VPN para funcionários nessas regiões, optando em vez disso por fornecer modelos de IA alternativos.

BitcoinWorldDEX Volume Surpasses $10B for First Time Since June as On-Chain Activity Rebounds
Daily trading volume on decentralized exchanges (DEXs) topped $10 billion on Aug. 20, marking the first time since June 5 that the metric has reached this threshold. The uptick signals a potential revival in on-chain trading activity and liquidity across the crypto market, according to data tracked by Cointelegraph.
What the Data Shows
The $10 billion daily volume milestone reflects a meaningful increase from recent lows, suggesting that traders are returning to decentralized platforms. This comes after a period of subdued activity, with DEX volumes having dipped significantly during the summer months. The surge is not limited to a single chain or protocol, as multiple DEXs across Ethereum, Solana, and other networks reported higher transaction flows.
Market observers note that increased DEX volume often correlates with broader market sentiment, as traders seek to capitalize on price movements or rotate assets. The rebound could be driven by several factors, including renewed interest in DeFi protocols, new token listings, or macroeconomic developments that have spurred trading activity.
Why This Matters for the Crypto Market
DEX volume is a key indicator of on-chain liquidity and user engagement. A sustained rise above the $10 billion mark could signal that the crypto market is entering a more active phase, potentially attracting institutional and retail participants alike. It also underscores the growing role of decentralized platforms in the broader financial ecosystem, as they offer transparency and self-custody advantages over traditional exchanges.
Implications for Liquidity and Trading
Higher DEX volume often leads to improved liquidity, tighter spreads, and more efficient price discovery. For traders, this can mean better execution and reduced slippage. For the DeFi ecosystem, increased activity can drive fee revenue for liquidity providers and protocol treasuries, reinforcing the viability of decentralized finance models.
However, it is important to note that daily volume can be volatile and may not indicate a long-term trend. Sustained growth over several weeks would provide stronger evidence of a lasting recovery in on-chain activity.
Conclusion
The return of DEX volume above $10 billion is a positive sign for the crypto market, reflecting renewed trading interest and liquidity. While it remains to be seen whether this momentum will hold, the milestone highlights the resilience and growing relevance of decentralized exchanges. As the market evolves, monitoring DEX activity will be crucial for understanding shifts in investor behavior and the overall health of the crypto ecosystem.
FAQs
Q1: What is DEX volume? DEX volume refers to the total trading value executed on decentralized exchanges, where trades occur directly on blockchain networks without a central intermediary. It is a key metric for assessing on-chain activity and liquidity.
Q2: Why did DEX volume surpass $10 billion? The increase is likely driven by renewed trader interest, possibly due to market conditions, new token launches, or broader crypto adoption. Specific catalysts can vary, and sustained growth will require ongoing observation.
Q3: Does higher DEX volume affect prices? Higher volume can improve liquidity and price discovery, but it does not directly dictate price direction. It reflects trading activity, which can be influenced by market sentiment and external factors.
This post DEX Volume Surpasses $10B for First Time Since June as On-Chain Activity Rebounds first appeared on BitcoinWorld.

BitcoinWorld
A GIB UK, sediada na Arábia Saudita, revela participação de US$ 2,3M na Strategy e ganha exposição indireta a Bitcoin
A GIB UK, braço britânico do banco Gulf International Bank, de propriedade do governo saudita, divulgou a detenção de 19.842 ações na Strategy (antiga MicroStrategy), avaliadas em aproximadamente US$ 2,27 milhões, segundo dados do BitcoinTreasuries.net. Essa posição confere ao banco exposição indireta ao Bitcoin, já que a Strategy é a maior detentora corporativa de capital aberto do mundo da criptomoeda.
Contexto e importância da participação

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Riscos de desvantagem para o dólar dos EUA crescem à medida que os rendimentos permanecem contidos: MUFG
O dólar enfrenta riscos crescentes de desvantagem à medida que os rendimentos dos Treasuries permanecem contidos, segundo uma nota recente da MUFG (Mitsubishi UFJ Financial Group). O impulso de curto prazo da moeda foi interrompido, com os participantes do mercado cada vez mais focados na trajetória de política do Federal Reserve e no apelo relativo dos ativos dos EUA.
Por que os rendimentos dos Treasuries importam para o dólar
Os rendimentos dos Treasuries são um fator-chave para a força do dólar, pois rendimentos mais altos normalmente atraem investimento estrangeiro para ativos dos EUA, aumentando a demanda pela moeda. Quando os rendimentos estão contidos ou em queda, a vantagem de rendimento do dólar se estreita, reduzindo sua atratividade para investidores globais. Os analistas da MUFG destacam que, com os rendimentos dos Treasuries de 10 anos permanecendo dentro de uma faixa relativamente apertada, o dólar não tem o suporte fundamental necessário para avançar.

BitcoinWorld
Super PAC de Cripto Mantém Caixa de Guerra de US$ 130M Antes das Eleições de Meio de Mandato nos EUA
A indústria de criptomoedas dos EUA está fazendo um impulso significativo nas eleições legislativas de meio de mandato de 2026, com um principal super PAC mantendo cerca de US$ 130 milhões para apoiar candidatos favoráveis às criptomoedas, segundo uma reportagem da Reuters. A Fairshake, um comitê de ação política financiado principalmente por grandes empresas de cripto, tornou-se uma das maiores forças financeiras deste ciclo eleitoral, destacando a crescente influência política do setor.

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Ataque de Phishing do Tornado Cash via Domínio Expirado Drena 1.010 ETH
Um usuário de criptomoedas perdeu 1.010 ETH (avaliados em aproximadamente US$ 2,3 milhões a preços atuais) em um ataque de phishing que explorou o domínio oficial expirado do Tornado Cash, um mixer cripto com foco em privacidade. O ataque, reportado pela Wu Blockchain, destaca os riscos contínuos de segurança associados à má gestão de domínios e a ameaça persistente de phishing no setor de cripto.
Como o Ataque Se Desdobrou
A vítima teria clicado em um link antigo dos favoritos que levava ao tornado.cash, o qual havia expirado depois que a equipe do Tornado Cash não conseguiu renová-lo devido às sanções impostas pelo Office of Foreign Assets Control (OFAC) do Departamento do Tesouro dos EUA. O domínio foi então registrado por um atacante, que configurou uma interface falsa de front-end que simulava o serviço original. Quando o usuário interagiu com esse site fraudulento, eles autorizaram, sem perceber, transações que drenaram 1.010 ETH da carteira deles em 12 horas.

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Ether Sobe Acima de US$ 2.300 à Medida que o Mercado Cripto Mostra Resiliência
Ether (ETH), a criptomoeda nativa da rede Ethereum, subiu acima da marca de US$ 2.300 na terça-feira, segundo dados do monitoramento de mercado da Bitcoin World. No par de negociação USDT da Binance, o ETH era negociado a US$ 2.308,07, refletindo um renovado interesse de compra no segundo maior ativo digital por valor de mercado.
Contexto de Mercado e Níveis-Chave
A alta acima de US$ 2.300 ocorre após um período de consolidação do ETH, que vem sendo negociado numa faixa entre US$ 2.200 e US$ 2.400 nas últimas semanas. O movimento mais recente sugere que os traders estão se posicionando para uma possível ruptura, com resistência imediata vista perto de US$ 2.350 e US$ 2.400. No lado de baixo, os níveis de suporte estão estabelecidos por volta de US$ 2.250 e US$ 2.200, que se mantiveram firmes durante as correções recentes.

BitcoinWorldEuro to Gain Further Ground on US Dollar Weakness, DBS Says
The euro is positioned to benefit from ongoing US dollar weakness, according to DBS Group Research, as chart patterns suggest further upside for the EUR/USD pair. In a recent analysis, DBS highlighted that the dollar’s softening trend is likely to persist, offering a tailwind for the euro amid shifting global market dynamics.
DBS’s Technical Outlook on EUR/USD
DBS’s commentary centers on technical chart formations that indicate the euro may continue its ascent against the dollar. The bank notes that the dollar index has been under pressure, and the euro has responded by breaking through key resistance levels. As of this month, EUR/USD has traded above the 1.10 mark, a level that previously acted as a barrier. The bank’s analysts suggest that if the pair holds above this support, it could target higher levels in the coming weeks.
Factors Driving US Dollar Weakness
The dollar’s decline is attributed to several converging factors. Market expectations of a potential shift in Federal Reserve policy, with possible rate cuts later this year, have weighed on the currency. Additionally, improving economic data from the eurozone has bolstered the euro, as the European Central Bank maintains a relatively hawkish stance compared to its US counterpart. These dynamics have led investors to reassess their currency allocations, favoring the euro.
Implications for Traders and Investors
For traders, DBS’s analysis offers a clear signal to monitor EUR/USD for potential long positions. However, the bank also cautions that geopolitical events and unexpected economic data could alter the trajectory. Investors with European exposure may benefit from a stronger euro, but those with US-based revenue could see currency headwinds. The broader implication is that currency markets are likely to remain volatile as central banks navigate divergent policy paths.
Conclusion
In summary, DBS’s technical outlook suggests that the euro is likely to extend its gains against the US dollar, driven by a combination of dollar weakness and eurozone strength. While market conditions can change rapidly, the current chart patterns provide a compelling case for continued euro appreciation. As always, investors should remain vigilant and consider both technical and fundamental factors when making trading decisions.
FAQs
Q1: Why is the US dollar weakening? The US dollar is weakening due to expectations of Federal Reserve rate cuts, softer US economic data, and a shift in global investor sentiment toward riskier assets. This has reduced demand for the dollar as a safe-haven currency.
Q2: How does a stronger euro affect European exports? A stronger euro makes European goods more expensive for foreign buyers, potentially reducing export competitiveness. However, it also lowers import costs and can increase purchasing power for consumers and businesses.
Q3: What should traders watch for in the EUR/USD market? Traders should monitor key economic indicators such as inflation data, central bank speeches, and geopolitical developments. Technical levels, like the 1.10 support and resistance levels, are also crucial for short-term trading decisions.
This post Euro to Gain Further Ground on US Dollar Weakness, DBS Says first appeared on BitcoinWorld.

BitcoinWorldJapanese Yen Trims Gains as Downbeat Trade Data Offsets US Dollar Weakness
The Japanese Yen pared its recent gains against the US Dollar on Thursday, as weaker-than-expected foreign trade data from Japan overshadowed the greenback’s broader softness. The USD/JPY pair rebounded from earlier losses, trading near 151.80 during the Asian session, as investors weighed the implications of Japan’s trade deficit on the Bank of Japan’s policy normalization path.
Trade Data Weighs on Yen Sentiment
Japan’s Ministry of Finance reported a merchandise trade deficit of ¥987 billion for March, exceeding market forecasts of a ¥500 billion shortfall. Exports rose 7.3% year-on-year, below the expected 8.0% increase, while imports surged 8.9%, driven by higher energy costs and a weaker yen. The data underscores persistent external pressures on Japan’s economy, complicating the central bank’s efforts to normalize monetary policy.
The disappointing figures dampened optimism that the Bank of Japan would accelerate interest rate hikes, which had been supporting the yen in recent weeks. Market participants now see a slower policy tightening path, reducing the currency’s yield appeal relative to the US dollar.
US Dollar Weakness Provides Temporary Support
Despite the yen’s pullback, the US Dollar Index (DXY) remained under pressure, trading near a three-month low of 104.20, as softer US inflation data fueled expectations of Federal Reserve rate cuts later this year. The dollar’s decline has been a key factor in the yen’s recent recovery, but the trade data has temporarily halted that momentum.
According to analysts, the yen’s direction will hinge on the interplay between Fed policy expectations and Japan’s economic fundamentals. “The market is caught between two forces: the Fed’s pivot toward easing and the BoJ’s cautious approach,” said a senior currency strategist at a Tokyo-based brokerage. “Until we see clearer signals from both central banks, USD/JPY is likely to remain range-bound.”
Implications for Traders and the Economy
For traders, the yen’s sensitivity to trade data highlights the importance of monitoring Japan’s monthly economic releases. A sustained trade deficit could pressure the yen further, while a rebound in exports could strengthen the case for BoJ policy normalization. The currency’s movements also have broader implications for Japanese importers and exporters, as well as for global carry trades that rely on the yen as a funding currency.
The Bank of Japan’s next policy meeting is scheduled for late April, and market participants will be watching for any changes to its forward guidance. The central bank has maintained its ultra-loose stance despite recent inflation above its 2% target, citing the need for sustainable wage growth.
Conclusion
The Japanese Yen’s retreat reflects the complex interplay between domestic economic data and global monetary policy trends. While US dollar weakness offers some support, Japan’s trade imbalances and cautious BoJ stance are likely to keep the yen vulnerable. Investors should closely follow upcoming economic indicators and central bank communications for clearer direction.
FAQs
Q1: Why did the Japanese Yen trim gains? The Yen trimmed gains after Japan’s foreign trade data showed a larger-than-expected deficit, which reduced expectations for aggressive Bank of Japan rate hikes.
Q2: How does US Dollar weakness affect USD/JPY? US Dollar weakness generally supports the Yen, but if Japan’s economic data is poor, the Yen can still lose ground, as seen in this instance.
Q3: What should traders watch next? Traders should monitor upcoming US inflation data, Federal Reserve speeches, and Japan’s trade and inflation figures for further direction in USD/JPY.
This post Japanese Yen Trims Gains as Downbeat Trade Data Offsets US Dollar Weakness first appeared on BitcoinWorld.

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MSX Lança Recompra de Ações para a Anthropic e a Polymarket na Segunda Tranche Pré-IPO, Valuation da Polymarket Sobe 33,3%
A MSX, uma plataforma de ativos do mundo real (RWA), abriu oficialmente candidaturas para recompra de ações para a Anthropic e a Polymarket, dois projetos em sua segunda tranche pré-IPO. A iniciativa permite que investidores iniciais deixem suas posições com as avaliações atuais do mercado; com a referência da Polymarket tendo subido para US$ 202,67 por ação, ante seu preço original de subscrição de US$ 152 — um retorno estimado de 33,3%.

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Empresa chinesa listada em Hong Kong Boyaa Interactive registra prejuízo de US$ 103 milhões no primeiro semestre enquanto os preços do Bitcoin caem
A empresa de jogos listada em Hong Kong Boyaa Interactive, conhecida por manter Bitcoin em seu balanço, informou um prejuízo líquido no primeiro semestre de aproximadamente HK$ 792 milhões (US$ 103 milhões) à medida que o preço da criptomoeda caiu durante o período. A perda contrasta com um aumento de 16,05% ano contra ano nas receitas, que chegaram a HK$ 258 milhões, segundo um relatório do Zhitong Caijing.
Impacto da queda do preço do Bitcoin nas participações corporativas

BitcoinWorldRiksbank to Hold Rates Until Early 2027, Nomura Forecasts
Nomura analysts project that Sweden’s Riksbank will maintain its current policy rate until an early-2027 hike, according to a recent research note.
Nomura’s Revised Riksbank Forecast
The forecast, detailed in a note to clients, indicates that the central bank will hold its benchmark interest rate steady for an extended period. This projection suggests a longer pause than previously anticipated by some market participants, pointing to a data-dependent approach by the Riksbank as it assesses economic conditions.
The note, which was highlighted by a chart-focused update, outlines a clear path for Swedish monetary policy. Nomura’s view implies that the current easing cycle has concluded, with the next policy move being a hike. This stance is likely based on an expectation of gradually rising inflationary pressures or a more resilient domestic economy than initially forecast.
Market Implications and SEK Impact
For currency markets, this forecast carries significant weight. A longer period of steady rates, followed by a potential hike, could provide support for the Swedish Krona (SEK). The SEK has been sensitive to interest rate differentials, particularly against the euro and the US dollar. A more hawkish Riksbank path, relative to other central banks, could narrow those differentials and bolster the currency.
Investors and analysts will be watching upcoming Swedish inflation data and economic growth figures closely for confirmation of this trajectory. The Riksbank’s own communications will also be key, as policymakers may push back against or reinforce market expectations for a 2027 move.
Why This Matters for Investors
This forecast provides a concrete timeline for businesses and investors with exposure to Swedish assets. For those with variable-rate loans, it signals that relief from high borrowing costs may not be forthcoming. Conversely, for savers and institutional investors, it suggests that Swedish bond yields could remain at current levels for an extended period before potentially rising.
The divergence between Nomura’s forecast and other market expectations could create trading opportunities, but it also underscores the uncertainty surrounding the global disinflation process.
Conclusion
Nomura’s projection of a Riksbank rate hold until early 2027 outlines a cautious and deliberate monetary policy path for Sweden. The forecast, centered on a stable policy rate followed by a hike, has notable implications for the Swedish economy and the krona. As with all forward guidance, this remains a projection, and actual policy will depend on evolving economic data.
FAQs
Q1: What is the Riksbank’s current policy rate? The Riksbank’s current policy rate is not specified in the provided source content. Nomura’s forecast implies the central bank will hold its current rate until early 2027.
Q2: When does Nomura expect the next Riksbank rate hike? According to the research note, Nomura analysts expect the next rate hike to occur in early 2027.
Q3: Why is this forecast important for the Swedish Krona? A longer period of steady rates followed by a potential hike could support the SEK by narrowing interest rate differentials with other major currencies, potentially attracting foreign investment.
This post Riksbank to Hold Rates Until Early 2027, Nomura Forecasts first appeared on BitcoinWorld.

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Peter Schiff: A alta do Bitcoin acima de US$ 72 mil é uma falsa alta — veja por que ele diz para comprar ouro
Peter Schiff, o crítico mais combativo do Bitcoin e CEO da Euro Pacific Capital, descartou a recente alta do Bitcoin acima de US$ 72 mil como um movimento temporário, e não como uma ruptura genuína. De acordo com um relatório do The Block, Schiff atribui a alta ao anúncio do Tesouro dos EUA de recompras ampliadas de títulos do Tesouro, uma mudança de política que ele acredita estar impulsionando artificialmente ativos de risco como o Bitcoin.
Visão de Schiff: Uma alta guiada por política, não uma ruptura

BitcoinWorldING: Long-End Treasury Yield Risks Appear Contained
Strategists at ING believe the risk of a sustained rise in long-end US Treasury yields is contained, as of the latest market analysis.
What is Driving ING’s View on Long-End Yields?
The assessment is based on a combination of factors that are likely to keep a lid on longer-dated borrowing costs. Key among these is the expectation that the Federal Reserve’s policy path is largely priced in by the market. With the central bank’s next moves widely anticipated, the potential for a significant repricing in the short end of the curve, which often spills over to the long end, appears limited.
Furthermore, the term premium—the extra compensation investors demand for holding longer-term securities—is seen as staying contained. This is partly due to structural demand for US debt from domestic and international investors, which provides a steady bid for these securities.
Market Context and Implications for Investors
This analysis comes during a period of heightened focus on government debt levels and fiscal deficits. While these are long-term concerns that can influence yields, ING’s perspective suggests that in the near term, the market has found a level of equilibrium. For investors, this implies that a significant back-up in long-end yields may not be the primary risk, potentially offering some stability for fixed-income portfolios.
The view also reflects a broader market consensus that the next major move in yields will be driven by incoming economic data, particularly inflation reports, rather than policy surprises.
Why This Matters for the Broader Economy
Stable long-end yields are crucial for the economy as they influence mortgage rates, corporate borrowing costs, and the overall financial conditions. If ING’s assessment is correct, it suggests that these costs are less likely to spike, providing a more predictable environment for businesses and consumers planning long-term financial decisions.
Conclusion
In summary, ING’s analysis points to a period of relative stability for long-dated US Treasury yields, barring any unexpected economic shocks. The combination of a fully-priced Fed and contained term premium forms the basis of this view, offering a measure of predictability for financial markets.
FAQs
Q1: What are long-end Treasury yields? Long-end Treasury yields refer to the interest rates on US government bonds with longer maturities, typically 10-year and 30-year notes. They are a key benchmark for many other interest rates in the economy.
Q2: Why does ING believe yield risks are contained? ING suggests that the market has already priced in the Federal Reserve’s expected policy moves, and the term premium is likely to stay low due to steady demand for US debt. This limits the potential for a significant rise in long-term yields.
Q3: What could change this outlook? A significant surprise in economic data, such as a sudden spike in inflation, or a major fiscal policy shift that alters the supply of government debt, could lead to a reassessment and put upward pressure on long-end yields.
This post ING: Long-End Treasury Yield Risks Appear Contained first appeared on BitcoinWorld.

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O Otimismo Redireciona 546,9M de Tokens OP de Airdrops para o Fundo do Ecossistema
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