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Crypto

Three paths could shape bitcoin, Arthur Hayes says Fed is key

BitMEX co-founder Arthur Hayes said the key variable for a bitcoin rebound is whether the U.S. Federal Reserve supplies liquidity. He outlined three main paths and one middle case for investors, excluding an extreme nuclear-war scenario. Hayes pointed to job shocks in the U.S. from AI, possible Iranian control of the Strait of Hormuz and a U.S. move to reopen it by force. He said bitcoin could be range-bound until the Fed acts.

Industry

AI-driven shortage of circuit boards spreads to defense and aerospace

A supply shortage of high-layer printed circuit boards is continuing amid a surge in AI demand, and demand is now expanding into defense and aerospace, the article said. The boards are high-reliability products needed for long-term operation in extreme environments and are used in AI accelerators and network equipment. The aerospace market is expected to grow from this year as small satellite launches rise. With suppliers limited, the shortage could deepen, lifting prices and creating bottleneck risks for users.

Industry

Women’s fashion platforms Ably, Zigzag and W Concept take different strategies this year

Ably, Zigzag and W Concept are maintaining a competitive structure in South Korea’s women’s fashion platform market, with last year’s performance diverging on profitability. Ably led sales but remained in the red, while Zigzag expanded operating profit and W Concept swung to an operating loss. This year, Ably is prioritising technology upgrades and new business expansion, Zigzag is strengthening delivery and category competitiveness, and W Concept is focusing on brand competitiveness and service upgrades.