سیگنال‌های ممنوعیت DeepSeek ایالات متحده با رشد پیوندهای رمزنگاری سوئیس و آسیا تغییر می‌کند

The U.S. Treasury has proposed new outbound investment restrictions aimed at curbing foreign access to artificial intelligence and certain high-risk semiconductor technologies. The proposal would implement the COINS Act provisions referenced for December 2025 and broaden the scope of the Outbound Investment Security Program that began in January 2025. Meanwhile across Asia, regulators and institutions are continuing to test stablecoin rails, expand tokenized finance, and address public-sector risks from advanced AI tools—illustrating how both policy and infrastructure are evolving in parallel for crypto markets. Key takeaways The U.S. Treasury’s proposed outbound investment rules target AI projects and high-risk semiconductors, widening beyond China to include Russia, Iran, North Korea, and Cuba. DHS has ordered the removal of DeepSeek products from federal civilian agency IT systems, also covering affiliates and third-party offerings built using DeepSeek implementations. Solana’s Shanghai event was postponed after pre-registration surpassed the local authorities’ event cap, raising questions about execution risk as crypto events move through local compliance processes. South Korea’s finance officials met major exchanges amid calls to delay a new crypto tax, with regulators already extending the start date to 2027. Central banks and financial groups in the region are advancing tokenized-market plumbing—ranging from won-stablecoin settlement concepts to a Bank Negara Malaysia DLT platform for tokenized bonds. U.S. proposes wider AI and semiconductor investment blocks The U.S. Treasury’s proposal would block or restrict investment in certain foreign AI activities—described as “Super Intelligence” projects—and in specific high-risk semiconductor categories in designated countries. While geopolitical concerns are central, the scope is set to extend beyond China to include Russia, Iran, North Korea, and Cuba. According to the Treasury’s framing, the rules would roll forward COINS Act requirements slated for December 2025 and expand the Outbound Investment Security Program that started in January 2025. The effort builds on earlier U.S. restrictions aimed at limiting the sale of high-powered AI chips to China, tightening the net from hardware controls toward investment flows. The proposal also comes as the U.S. begins to reinforce compliance through enforcement. This month, the U.S. Treasury announced a first penalty of $200,000 to Amidi, LLC Treasury for failing to report an investment made by a Chinese subsidiary into Shanghai Qiongche Intelligent Technology—also known as Noematrix—an embodied AI and robotics company. For investors, this matters because the rules signal that disclosure obligations and screening of cross-border exposure may become an increasingly important part of diligence, not just an afterthought. DHS orders DeepSeek removal from federal systems In a separate but related thread of government caution around AI, the U.S. Department of Homeland Security ordered federal civilian agencies to remove DeepSeek products from their IT systems.