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National Assembly forum on promoting the AI and blockchain industries
"Use blockchain to secure trust in AI data"
South Korean lawmakers said at a National Assembly forum that blockchain should be fostered as a core industrial technology, not treated solely as a regulatory target, to ensure data trust in the AI era.
The Korea Blockchain Industry Promotion Association held a forum on September 11 at the National Assembly Members' Office Building in Yeouido, Seoul, titled "The AI Era: Building Digital Trust Infrastructure and Promoting the Blockchain Industry." Attendees included Democratic Party lawmakers Kim Woo-young and Hwang Jeong-a, along with independent lawmaker Choi Hyuk-jin.
The lawmakers said blockchain should be used to manage data provenance, content rights and transaction histories. They also called for an institutional framework to support automated payments by AI agents and protect personal information.
"Trust in data is the foundation for AI industry growth"
Kim Woo-young of the Democratic Party said South Korea should move beyond regulating virtual assets and also examine how blockchain technology can be applied and integrated with other industries.
He said verifying the source of data and content is becoming as important as improving AI performance. Defining accountability for decisions made and transactions executed by AI is also growing more important. He added that regulatory and institutional changes must follow if the technology's potential is to be translated into real business.
"Areas such as AI agents' identity and authority, responsibility in automated payment processes, and balancing public ledgers with personal-data protection require new standards," Kim said. "The government and the National Assembly should work together to design a new digital trust framework so field-level demonstration results lead to institutional improvement."
Hwang Jeong-a, also of the Democratic Party, said trust in data and content must be established first if the convergence of AI and blockchain is to develop into a new industry.
"Blockchain can be used not only to prevent data tampering and track usage history, but also to record rights and automate settlements," Hwang said. "The scope of discussion should expand from virtual assets to AI data trading, protection of content rights, payments by AI agents and real-world assets, or RWA."
She added that digital trust infrastructure is needed for technological potential to lead to a practical and sustainable industry. Hwang said she hoped the forum would serve as a starting point for discussions on new industries that could be created by the convergence of AI and blockchain.
AI safety and narrowing regional gaps also emerge as tasks
Choi said technological development and safety measures should advance in balance, taking into account the possibility that AI could be misused. He added that there should also be more specific discussion of the role blockchain can play in protecting personal information and strengthening security.
There were also calls to ensure that investment in digital infrastructure does not widen industrial disparities between the Seoul metropolitan area and other regions. The concern is that regional areas may provide the land and electricity needed for data centers without seeing sufficient benefits in job creation or business attraction.
Choi said policymakers should guard against a situation in which regions supply only electricity to data centers without gaining meaningful industrial growth. He said he has proposed a bill that would provide preferential treatment or incentives related to data use when public data centers and related companies set up operations in regional areas.
"It should not stop at bringing in a single data center," Choi said. "Related companies and industries should take root in the region together. Even as AI- and blockchain-based digital trust infrastructure is built, industrial policy and data policy should be linked so regional gaps do not widen."

美國現貨比特幣交易所交易基金連續第三個交易日錄得淨流出。
鏈上數據平臺 SoSoValue 的數據顯示，9 月 10 日美國現貨比特幣 ETF 錄得總淨流出 2.83 億美元。
在各單項產品中，Ark Invest 旗下 ARKB 和 21Shares 的資金淨流出規模最大，分別有 1.64 億美元被撤出。與此同時，摩根士丹利的 MSBT 錄得資金淨流入 397.92 萬美元。
美國現貨比特幣 ETF 的總淨資產爲 974.9 億美元。這相當於比特幣總市值的 6.28%；自推出以來的累計淨流入達到 551.68 億美元。

The U.S. Senate is headed for its first major vote next week on the CLARITY Act, a market-structure bill for digital assets. Republicans have released an amendment, but the bill’s path remains uncertain as disagreements over ethics provisions persist.
Crypto in America reported on September 11 that the Senate is scheduled to hold a cloture vote on debate over the CLARITY Act at 2:15 p.m. on September 15. Cloture requires 60 votes. With at least two Republican senators poised to oppose the measure, supporters need at least nine Democratic votes.
The central sticking point is the ethics provision. Republican Senator Thom Tillis and Democratic Senator Ruben Gallego proposed a bipartisan compromise in July that would bar federally elected officials and judges from issuing or endorsing digital assets. It would also require them to divest related financial interests or place them in a blind trust. The White House has so far not responded to the proposal, either publicly or privately, the report said.
A Republican amendment released recently would refine provisions on decentralized finance, or DeFi, and expand credit unions’ authority to handle digital assets. But it left untouched the ethics provision that has faced pushback from Democrats and some Republicans.
A stablecoin compensation provision is another variable. The American Bankers Association and the Independent Community Bankers of America are urging changes, saying that permitting interest-like rewards could drain deposits from community banks and curb their lending capacity. Republican Senators Jerry Moran and Josh Hawley have also indicated they could vote against the bill if the current language stays in place.
Treasury Secretary Scott Bessent, by contrast, wants the Senate to move the bill forward first and continue negotiating the disputed provisions afterward. He warned that failure to advance the legislation could send a negative signal about the U.S.’s competitiveness in digital-asset regulation and its ability to combat crypto-related crime.
Even if the bill passes the Senate, more hurdles remain before it can become law this year. The House has canceled voting sessions for the final two weeks of September, and both chambers are set to recess in October. That makes it increasingly likely that House action on the Senate amendment will slip to the lame-duck session in November.

週五早盤，韓國綜合指數（Kospi）走低，飆升的油價以及上升的美國國債收益率打壓了投資者情緒。拋售主要集中在對利率敏感的大型半導體股票上。
截至9月11日上午9點07分，三星電子較前一交易日下跌3.81%，至258,750韓元。SK海力士下跌4.05%，至1,778,000韓元。其他半導體相關股票同樣走弱，其中三星電子優先股下跌4.29%，SK Square下跌4.93%。
在隔夜油價和美國國債收益率雙雙上升的情況下，國內股票承壓。9月10日交割的西德克薩斯中質原油（WTI）10月合約上漲6.69%，收於每桶102.48美元。交割月份爲11月的布倫特原油上漲6.34%，至每桶107.63美元。

The U.S. Securities and Exchange Commission is moving to revise its rules to recognize blockchain ledgers as official records of securities ownership. The change could reshape the tokenized securities market by replacing a structure in which on-chain records and traditional shareholder registers are maintained in parallel.
CoinDesk reported on September 10 that the SEC last week unveiled a proposal to update transfer-agent rules that have been in place for about 50 years. If adopted, the changes would allow electronic databases, including blockchain ledgers, to qualify as the “master securityholder file,” the official ledger of securities ownership.
In today’s tokenized securities market, it is common to keep blockchain-based token ownership records separate from legally effective shareholder lists. That can lead to ownership disputes if the two sets of records diverge. In bankruptcy or insolvency, the resulting rights issues could become even more complex.
Joris Delanoue, chief executive officer of SEC-registered on-chain transfer agent Fairmint, said the master shareholder file was once a paper document and is now maintained as a database. In his view, the proposal recognizes that a blockchain is not just a copy of an existing database, but can itself be the official record.
Eli Cohen, chief legal officer at fund-tokenization firm Centrifuge, said the proposal could consolidate the existing dual-ledger structure into a single process. He said the current setup is not only inefficient, but could also create substantial confusion in the event of a bankruptcy or insolvency.
Recognition of blockchain as an official ledger would not eliminate existing rules for tokenized securities. Requirements covering investor identity checks, holding eligibility and transfer restrictions would remain in place. The related controls could be built into tokens or smart contracts.
The role of transfer agents would also remain intact. Some procedures, including the handling of a shareholder’s death or inheritance, legal notices and mail receipt, would still need to be carried out directly by a transfer agent. Delanoue added that anyone maintaining an official ownership record must have the full functions of a transfer agent.
The SEC plans to collect public comments on the proposal for 60 days. The deadline for submissions is set for early November.

10年期收益率升破4.9%，接近5%
30年期收益率升至5.35%，創出新高
油價上漲之際，PPI超出預期
歐洲央行加息進一步加壓
“8月CPI將推動利率決策”
隨着投資者面臨來自油價上漲的通脹風險，以及歐洲央行加息和美國生產者價格高於市場預期，美聯儲長期國債收益率正在飆升。利率期貨目前隱含了9月16日美聯儲加息的71.8%概率。市場也在關注9月11日公佈的8月消費者物價指數，因爲這將成爲美聯儲利率決策的關鍵因素。

美國8月消費者價格指數將於9月11日公佈，該結果可能影響美聯儲公開市場委員會下週的利率決策。
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標題通脹更快的上升可能由能源價格推動。預計能源價格將在8月反彈約2.5%，此前7月下跌1.5%；機票和住宿成本也可能帶來上行壓力。相比之下，醫療成本和二手車價格的漲幅預計將放緩，而服裝價格預計將下降。

Economist Peter Schiff criticized President Donald Trump, saying Trump had promised $5,000 to every US adult if Republicans win the midterm elections.
Cointelegraph reported on September 10 that Schiff characterized the proposal as an attempt to win voters' support.
Schiff said Trump had effectively pledged to pay $5,000 to every US adult on the condition that Republicans prevail in the midterms.
He described the cash-payment pledge as an attempt to "buy votes."

美國預測市場平臺 Kalshi 已推出與黃金和白銀價格掛鉤的永續期貨。
CNBC 於 9 月 10 日報道稱，Kalshi 最近獲得了美國商品期貨交易委員會（CFTC）的批准，可掛牌黃金和白銀永續期貨，並在同一天開始交易。Kalshi 於 7 月向 CFTC 申請批准推出這些合約。
Kalshi 的清算機構 KalshiClear 首席風險官烏德什·賈（Udesh Jha）表示，公司選擇黃金和白銀作爲其下一款永續期貨產品，是因爲投資者對這兩種金屬的需求強勁。“貴金屬，尤其是黃金和白銀，與通脹相關，構成了一個有說服力的投資論點，”賈表示。

韓國需要迅速着手改革數字資產交易所交易產品（ETPs）以及鏈上產品的相關規則，以便在全球市場中新金融工具快速涌現時保持競爭力。上述觀點由一場議會研討會的發言人提出。議員們表示他們認同該看法，並將推動在年底前通過《數字資產框架法》。
題爲“數字資產金融創新案例與應對策略”的國民議會研討會於9月10日在首爾汝矣島的Post Tower舉行。活動由共同民主黨黨內議員安度걸（Ahn Do-geol，民主黨負責人的席位副領袖）主持，由民主黨議員閔炳德（Min Byung-duk）共同主持，並由韓國金融科技產業協會組織。

包括TSE飆升的零部件、材料與庫存
三星、SK海力士回購有助緩衝損失
韓國基準股指預計會因“四巫日”疊加大規模ETF再平衡而出現劇烈波動，但KOSPI仍設法守在7,000點上方。KOSDAQ收盤走高，部分半導體零部件、材料及設備相關股票（包括Jusung Engineering和TSE）出現大幅上漲。
9月10日，KOSPI收跌0.25%，報7,033.92點。盤中一度下探至6,898.45點，但午後交易收復跌幅，守住了7,000點關口。外資淨賣出2.7504萬億韓元（19.9億美元），而散戶與機構分別淨買入1.0931萬億韓元（7.92億美元）和36億韓元（260萬美元）。其他公司淨買入1.6496萬億韓元（11.9億美元）。散戶在連續六個交易日轉爲淨買入，機構則將其連續淨買入紀錄延長至六個交易時段。

大宗商品反彈或將暫時繼續
美國與伊朗之間爲期七個月的戰爭演變成長期衝突的風險正在上升。一些白宮官員認爲，這場衝突可能會持續到2029年初，即唐納德·特朗普任期結束之時。這也在推動觀點認爲，除非全球經濟陷入衰退，大宗商品價格將會保持堅挺。
《華爾街日報》9月9日報道，援引知情人士稱，部分高級白宮幕僚私下表示，與伊朗的戰爭可能會持續到特朗普總統任期結束。副總統JD萬斯以及國務卿馬爾科·魯比奧等人，曾在橢圓形辦公室和“情景室”與特朗普討論這場戰爭，並考慮到伊朗可能會繼續抵抗。

韓國民主黨黨內副黨首安度걸表示，韓國不應再繼續拖延將數字資產及相關金融產品納入正式監管框架。他的言論顯示，正在加大壓力，推動加快立法，以提升國家數字資產產業的競爭力。
安在9月10日於首爾汝矣島的Post Tower舉行的、題爲“數字資產金融創新案例與應對策略”的國會研討會上發表了賀辭。該活動由安與議員閔炳德共同主辦。

美國現貨比特幣交易所交易基金的資金淨流出仍在繼續。
根據 Trader T 的數據，美國現貨比特幣 ETF 在 9 月 9 日合計錄得 1.2024 億美元的淨流出。這意味着連續第二個交易日出現淨贖回。
在各單項產品中，方舟投資（Ark Invest）的 ARKB 錄得最大淨流出，達 7,798 萬美元。貝萊德（BlackRock）的 IBIT 也出現了 1,953 萬美元的資金流出。
相較之下，摩根士丹利（Morgan Stanley）的 MSBT 錄得 449 萬美元的淨流入。其餘產品則沒有出現淨流入或淨流出。

美國參議院在9月15日的程序性投票可能決定《澄清法案》的命運——這是一項針對數字資產的市場結構法案——因爲加密行業和銀行正加緊進行最後一輪的遊說攻勢。
路透社9月9日報道稱，參議院將於9月15日舉行程序性投票。投票結果可能會在實際上決定該法案的發展方向，但其前景仍不明朗，因爲民主黨以及部分共和黨人認爲該法案缺乏足夠的保障措施。
《澄清法案》（CLARITY Act）將界定哪些數字代幣被歸類爲證券或商品，並明確監管機構的管轄權。特朗普政府也在大力支持這項舉措。

今日關鍵經濟事件
▶ 9月10日（週四）：△ 德國8月消費者價格指數（CPI，下午3點）△ 歐洲央行（ECB）利率決議（晚上9:15）△ 美國8月生產者價格指數（PPI，晚上9:30）△ 美國首次申領失業救濟金人數（晚上9:30）△ 歐洲央行新聞發佈會（晚上9:45）△ 美國8月成屋銷售（晚上11點）
今日關鍵加密貨幣事件
▶ 9月10日（週四）：△ 無

在伊朗警告稱，如果美國襲擊繼續，它將加大攻勢之後，國際油價再次上漲，市場擔憂可能通過霍爾木茲海峽導致能源供應中斷。
彭博社於9月9日報道稱，西德克薩斯中質原油（WTI）價格上漲並升破每桶97美元。此前一天，這一美國基準上漲3.3%，創下一週內最大單日漲幅。布倫特原油同樣也在每桶101美元以上交易，並在7月以來首次收於每桶100美元上方。
一位伊朗高級官員表示，面對美國海上封鎖，德黑蘭不會後退；如果華盛頓繼續打擊伊朗領土，伊朗將擴大報復性襲擊。伊朗還表示，它已準備迎接更激烈的戰爭。

美國財政部將其長期國債回購的上限提高至60億美元，爲最初計劃的三倍，但這一舉措未達到市場預期，導致10年期美國國債收益率一度升至4.85%。
彭博於9月9日報道稱，美國財政部確定了原定於9月10日進行的長期名義國債回購規模，最多爲60億美元。該規模是此前計劃的20億美元的三倍。
在公告發布後，美債繼續下跌。10年期收益率在本交易日升至4.85%，接近自2023年以來的最高水平。油價飆升引發的通脹擔憂、對美聯儲加息的預期以及龐大的財政赤字給市場帶來壓力。

《金融時報》9月9日報道，伊朗央行已放寬外匯規則，允許使用包括比特幣在內的加密貨幣進行貿易結算，意在繞過美國經濟制裁。
據《金融時報》稱，伊朗央行最近放鬆了相關規定，以鼓勵國內企業將海外產生的收益匯回本國。
這一變化允許伊朗企業通過國內加密貨幣交易所，以比特幣或泰達（Tether）來結算跨境貿易付款。
出口商也可以直接使用外幣收入來支付進口，而不是以官方匯率在政府外匯平臺上出售。此前，出口商必須將其海外外幣收入中的相當大一部分匯回伊朗，並通過由政府運營的平臺以官方匯率進行兌換。