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1Bitget Daily Digest (Dec. 4) | Solana Mobile to Launch the SKR Token; Ethereum Mainnet Successfully Activates the Fusaka Upgrade; U.S. Initial Jobless Claims to Be Released Today at 13:302Ethereum treasury demand collapses: Will it delay ETH’s recovery to $4K?3Bitcoin’s strongest trading day since May cues possible rally to $107K
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- 05:41Nomura: US Economic Growth Expected to Reach 2.5% in 2026, Driven by AI InvestmentAccording to ChainCatcher, citing Golden Ten Data, Robert Subbaraman, Chief Economist for Asia (excluding Japan) at Nomura Securities, stated that the U.S. economy is expected to remain strong, with a projected growth rate of 2.5% in the first half of 2026. He attributes this outlook to the ongoing AI investment boom and fiscal expansion. Subbaraman expects the Federal Reserve to keep interest rates unchanged in December, but the baseline view is that rate cuts will occur in March, June, and September of 2026. Consumer inflation may remain around 3%, and if financial conditions and liquidity increase, inflation could rise.
- 05:28The European Union launches antitrust investigation into Meta, with WhatsApp's AI integration in focusJinse Finance reported that the European Union is planning a new antitrust investigation into Meta's introduction of artificial intelligence features in WhatsApp, marking the latest challenge the EU has launched against major tech companies. According to two officials who spoke to the Financial Times, the European Commission is preparing to investigate how the Silicon Valley company integrated its "MetaAI" system into its popular messaging service earlier this year. Sources familiar with the matter said that the EU's top antitrust enforcement body, the European Commission, plans to announce the investigation in the coming days, although the timing may still change. The new investigation will fall under traditional antitrust law, rather than the Digital Markets Act (DMA)—the EU's landmark legislation aimed at addressing the dominance of large online platforms, but which has been particularly criticized by the Trump administration. Italian antitrust authorities are already investigating Meta, accusing it of leveraging its dominant position to integrate AI into WhatsApp without user consent. (Golden Ten Data)
- 04:56Kazuo Ueda: The Bank of Japan can currently only estimate the neutral interest rate within a relatively wide range.Jinse Finance reported that Bank of Japan Governor Kazuo Ueda stated that currently, the neutral interest rate level can only be estimated within a relatively wide range. The market generally expects the central bank to raise interest rates again this month, bringing rates closer to the neutral level. "Regarding the neutral interest rate, unfortunately, at present we can only estimate it within a fairly broad range," Ueda said in parliament on Thursday. "We do not know its precise level, but how much the nominal interest rate will eventually rise and what level is appropriate will depend on this. I want to emphasize that there is a certain degree of uncertainty involved." Ueda added that the Bank of Japan is trying to narrow the estimated range of the neutral interest rate, and if successful, will announce it to the public. The Bank of Japan previously released a research report stating that the neutral interest rate is roughly between 1% and 2.5%.
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