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格隆汇, March 26 ｜ James van Geelen, founder of Citrini Research, who previously shocked the market with his report "2028 Global Intelligence Crisis," has issued a new warning: do not abandon expectations for rate cuts, as surging oil prices are likely to bring new shocks to the economy, enough to prevent the Federal Reserve from raising rates. He believes the market is confusing the current situation with the 2022 oil price shock, making a typical recency bias mistake. In 2022, interest rates were at the zero lower bound and CPI exceeded 5%, leaving the Federal Reserve with no choice but to raise rates sharply. The world we are in now is completely different, with rates close to neutral levels. He stated that if the Iran war is resolved within a month, consumers may be slightly weaker, but concerns about inflation will fade. If the war drags on, stock prices are expected to fall, the wealth effect will make the economic weakness too severe, and the market will no longer be able to accept the expectation that the Federal Reserve will not cut rates in the next 12 months. He said Citrini is buying 3-month SOFR futures contracts and shorting US stocks as a hedge.

Glonghui, March 26 – Technology media outlet Appleinsider published a blog post yesterday, reporting that Poland has set its sights on large technology companies with global revenues exceeding $1.116 billion, intending to implement a 3% digital services tax. Polish Deputy Prime Minister Gawkowski made it clear that the core objective of the bill is to create a fair competitive environment. Officials pointed out that global tech giants make significant profits in Poland, but the taxes they pay are much lower than those paid by local companies. Poland hopes to use this measure to increase public revenue. The funds will be used to support broader digital infrastructure, and similar policies have been implemented in France, Italy, and Spain. According to a blog post cited by ITHome, in terms of revenue scale alone, Apple fully meets the taxation criteria, as its App Store, advertising, and subscription services all reach the standards set by Poland. However, Apple is not a purely intermediary platform.

PANews reported on March 26 that, according to on-chain analyst Yujin, Sky Treasury company SDEV holds 2.135 billion SKY tokens, worth approximately $156 million, including 31.6 million SKY in staking interest (about $2.31 million). The average purchase cost of SKY is approximately $0.065 per token. The most recent purchase took place last night, with 184 million SKY (about $14 million) withdrawn from an exchange to the blockchain.