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4/5
07:42
Iran Claims Strikes on Petrochemical and Energy Facilities in Multiple Gulf Countries, Warns of Further Attacks on U.S. Interests
Svmuu News The Islamic Revolutionary Guard Corps of Iran issued a statement claiming to have launched strikes on petrochemical plants in the UAE, Kuwait, and Bahrain, an oil refinery in Israel, and natural gas facilities in the UAE. If attacks on civilian targets within Iran occur again, the intensity of strikes on U.S. economic interests in the region will be further increased. (Jin10)
07:30
Svmuu Evening Brief
1. Metaplanet responds to JPX's new regulation consultation: Respects the relevant procedures, which will not affect the advancement of its BTC strategy and ecosystem layout;
2. 10x Research: USDT issuance on Ethereum surpasses Tron, ETH may become the primary beneficiary of stablecoin growth;
3. JAN3 CEO criticizes Bitcoin quantum security proposal as too hasty: Blind upgrades could trigger computational attack risks;
4. Oman and Iran hold talks: Discussing various plans to ensure smooth passage of ships through the Strait of Hormuz;
5. An address deposits 1,856 ETH to OKX, facing a potential loss of $1.89 million if sold;
6. Dragonfly transfers $2.12 million worth of MNT to Bybit;
7. X Product Lead: Approximately 80% of cryptocurrency post activity is driven by bots;
8. Bitcoin social media bearish sentiment hits a 5-week high.
07:21
JAN3 CEO Criticizes Bitcoin Quantum Security Proposal as Too Hasty: Blind Upgrades Could Trigger Computational Attack Risks
Svmuu News JAN3 CEO Samson Mow posted on platform X, stating that the current response to the quantum computing (QC) threat to Bitcoin should not be rushed. If there is a blind and hasty switch from the existing signature mechanism to a post-quantum (PQ) scheme, it could instead expose Bitcoin to risks from classical computing attacks in the short term. PQ signatures could increase in size by 10 to 125 times, significantly reducing network throughput and potentially reigniting scaling debates similar to the "block size wars" of earlier years. Additionally, Samson Mow warned that some PQ schemes might carry potential backdoor risks. The quantum computing threat remains in the medium to long term (possibly requiring 10 to 20 years), and the more reasonable path currently is continuous research rather than hasty deployment. He also singled out Coinbase, stating that its wallet has quantum attack vulnerabilities due to address reuse, and suggested prioritizing the fixing of related infrastructure issues.
07:03
10x Research: USDT Issuance on Ethereum Surpasses Tron, ETH Could Become Primary Beneficiary of Stablecoin Growth
Svmuu News 10x Research posted on the X platform, stating that ETH has shown lackluster performance over the past five years, trading around the $2,000 level it reached in the previous cycle. Since November, due to subdued on-chain activity limiting ETH demand and value accumulation, 10x Research has maintained a cautious stance. After a 57% decline from its August 2025 high, ETH is currently at a relatively low valuation, while BTC has fallen about 42% over the same period. Despite significant market cap losses, such as ETH treasury companies like Bitmine withdrawing approximately $8 billion, capital accumulation continues. Recently, the issuance of USDT on the Ethereum network has surpassed that on Tron. This has sparked the view that Ethereum could become the primary beneficiary of stablecoin growth and potentially serve as the Wall Street-driven financial backbone for on-chain infrastructure. 10x Research is reassessing whether ETH is approaching an inflection point or if structural resistance persists.
06:58
Oil tanker carrying Iraqi crude oil passes through the Strait of Hormuz
Svmuu News According to LSEG and Kpler data, a day after Iran stated that Iraq could be exempted from restrictions on passing through this critical waterway, an oil tanker carrying Iraqi crude oil was observed passing through the Strait of Hormuz along a route close to the Iranian coast. Kpler data shows that the "Ocean Thunder" loaded approximately 1 million barrels of Basra Heavy crude oil on March 2 and is expected to discharge its cargo at Malaysia's Pengerang in mid-April. (Jin10)
06:55
Iranian media reports multiple U.S. military personnel killed in rescue operation for pilot
Svmuu News According to a report by Iran's Fars News Agency on the 5th, citing sources, multiple U.S. military personnel were killed during the U.S. military's operation to rescue the pilot of a previously downed fighter jet. The sources also stated that the U.S. military attempted to destroy the wreckage of the downed aircraft and even the remains of the deceased U.S. soldiers. (Xinhua News Agency)
06:18
Oman and Iran Talks: Discussing Multiple Plans to Ensure Smooth Passage of Ships in the Strait of Hormuz
Svmuu News According to a statement posted on social media by the Omani Ministry of Foreign Affairs today, Oman and Iran held deputy foreign minister-level talks on Saturday, April 4th, to discuss multiple plans to ensure the smooth passage of ships through the Strait of Hormuz.
06:17
Blockworks Co-founder: Token Supply Growth Has Significantly Outpaced Value Creation, Leading to Diluted Returns and Price Decoupling from Fundamentals
Svmuu News Blockworks co-founder Michael Ippolito published a lengthy post on the X platform, stating that the crypto industry is facing an "existential-level" token problem: the growth rate of token supply has significantly outpaced the value it creates, leading to diluted returns and a decoupling of price from fundamentals. According to data disclosed by DWF Labs, over 80% of projects are trading below their Token Generation Event (TGE) levels, with most experiencing a 50%-70% decline within three months, reflecting the structural selling pressure present in the token market.
Michael Ippolito further pointed out that while the overall market capitalization remains relatively robust, the average value performance of individual tokens is weak, having fallen by approximately 50% compared to 2021. Most tokens have retraced about 80% from their highs, with gains concentrated in a few top-tier assets like Bitcoin and Ethereum. Furthermore, the correlation between token prices and on-chain revenue has significantly weakened; even as protocol revenues recover, prices have not risen in tandem. This reflects declining market confidence in tokens' value-capture capabilities. Therefore, token mechanisms need to be repaired promptly; otherwise, the market will further concentrate towards top assets, weakening the overall ecosystem.
06:00
U.S. Media Reports Over a Thousand U.S. Troops Have Withdrawn from Bahrain
Svmuu According to a report by National Public Radio (NPR) on April 3, citing a U.S. Navy spokesperson, since the conflict between the U.S. and Israel with Iran began, 1,500 U.S. military personnel stationed at the U.S. base in Bahrain, along with their family members, have been "relocated back to the United States." The report also mentioned that personnel withdrawals have occurred at other U.S. military bases in the Middle East, but specific figures are currently unclear. (CCTV International News)
05:56
Iranian Parliament Speaker Comments on America's "Victory"
Svmuu News: On the 5th, Mohammad Bagher Ghalibaf, the Speaker of the Islamic Consultative Assembly of Iran, posted a photo of aircraft wreckage on social media and commented that if the United States achieves such "victories" again, it will be "completely destroyed." Ghalibaf wrote: "If the United States achieves three more such victories, it will be completely destroyed." Iranian media outlets such as the Iranian Students' News Agency previously published the same photo, stating that the wreckage in the photo is from a US military aircraft involved in rescue operations. Some Iranian media reported that Ghalibaf's post was intended to mock former US President Donald Trump's claims of "imaginary victories."
05:48
Metaplanet Responds to JPX New Regulation Consultation: Respects Relevant Procedures, Will Not Affect Advancement of BTC Strategy and Ecosystem Layout
Svmuu News: In response to the Japan Exchange Group (JPX) announcing a public consultation on postponing the inclusion of companies with cryptocurrencies as their primary assets into indices, Simon Gerovich, CEO of the Japanese Bitcoin treasury-listed company Metaplanet, posted on X to respond, expressing respect for the relevant procedures and active participation, stating it will not affect the advancement of the Bitcoin strategy and ecosystem layout. He added that Metaplanet was originally established to provide Japanese investors with compliant access to Bitcoin through a Tokyo Stock Exchange-listed company, but the company's strategy goes beyond asset allocation. It will promote the development of Japan's Bitcoin ecosystem through "Project Nova," including deploying operational businesses and investing in industry partners. To date, over 216,000 Japanese shareholders have participated in this strategy. Metaplanet will continue to maintain constructive communication with all parties, including JPX, to enhance market understanding of Bitcoin and the company's role within Japan's financial system.
05:32
Each U.S. Special Operations Aircraft Destroyed in Iran is Worth Over $100 Million
Svmuu News According to the Wall Street Journal, the U.S. Air Force Special Operations Command stated that the MC-130J aircraft, which played a role in the operation to rescue the downed U.S. F-15E crew in Iran, is worth over $100 million each. This aircraft model is designed to deploy troops into hostile areas and conduct evacuations, equipped with air refueling capabilities and advanced sensors for defense against air defense interceptions, including heat-seeking systems. A U.S. official stated that during this rescue operation, the U.S. military destroyed two MC-130J aircraft. U.S. officials did not specify the reasons for the issues encountered by these aircraft. Senior Iranian officials released photos of at least one aircraft's burnt wreckage. Iranian Parliament Speaker Ghalibaf posted on social media, saying: "If the U.S. achieves three more such 'victories,' it will be completely destroyed."
04:46
An address deposited 1,856 ETH to OKX, facing a potential loss of $1.89 million if sold
Svmuu News According to on-chain analyst Ai Yi's monitoring, an address deposited 1,856 ETH into OKX approximately 45 minutes ago, valued at around $3.78 million. This address has held the ETH for two months, with 1,450 of the ETH withdrawn from an exchange on January 18th when the price was $3,339.38. If sold now, the address would incur a loss of $1.89 million, representing a 39% decrease in asset value.
04:35
Santiment: Bitcoin Bearish Sentiment Hits 5-Week High
According to data from Santiment, Bitcoin bearish sentiment has currently reached a 5-week high.
Santiment: Bitcoin Bearish Sentiment Hits 5-Week High
04:33
Solana Co-founder Toly: Cheaper, Faster, and Lower-Risk Blockchain Finance Will Ultimately Prevail
Svmuu News: In response to a tweet by Helius CEO stating "the next crypto cycle is coming," Solana co-founder Toly replied that cheaper, faster, and lower-risk financial methods will ultimately prevail over all alternatives. Immutable, formally verified software. Administrator keys contain on-chain immutable policies, such as timelocks. All truly interesting things in finance, such as criminals, involve extremely broad layers. Therefore, any complex matter cannot do without administrator privileges.
04:12
Chan Mo-po: Hong Kong as a Safe Haven for Investors' Funds
Svmuu News Hong Kong Special Administrative Region Financial Secretary Chan Mo-po stated in a blog post on the 5th that the average daily trading volume of Hong Kong stocks in March exceeded 300 billion yuan (Hong Kong dollars, same below), an increase of over 8% compared to the same period last year. This reflects Hong Kong's role as a reliable safe haven for funds, coupled with the stable growth of the Chinese mainland economy and the influx of high-quality enterprises listing in Hong Kong, providing investors with abundant investment opportunities. Chan Mo-po noted that as of March 27th, Hong Kong's IPO (Initial Public Offering) fundraising this year has already exceeded 103 billion yuan, ranking first globally. Including follow-on financing and other activities, the total fundraising scale is approximately 237 billion yuan. More importantly, an increasing number of enterprises listing in Hong Kong are from emerging industries. Currently, there are over 500 applications queuing for listing in Hong Kong. It can be said that more and more enterprises view Hong Kong as an important window for financing and "going global" development. (China News Service)
03:42
Dragonfly Transfers $2.12 Million Worth of MNT to Bybit
Svmuu News According to Arkham monitoring, Dragonfly transferred $2.12 million worth of MNT to Bybit. This marks its first withdrawal of funds from a known crypto wallet in two months and represents its largest holding besides BGB. Dragonfly currently holds only $107.29 million worth of BGB and $1.92 million worth of other cryptocurrencies.
03:17
X Product Lead: Approximately 80% of Cryptocurrency Post Activity is Driven by Bots
Svmuu News According to a post by Coin Bureau on the X platform, X Product Lead Nikita Bier stated that no technology can solve the spam problem under cryptocurrency posts because approximately 80% of the activity is driven by bots.
03:08
U.S. Media: Rescued American Pilot Has Been Transported to Kuwait
Svmuu News According to a report by The New York Times on the 5th, the second pilot from the U.S. F-15E fighter jet that was shot down recently has been transported to Kuwait for treatment. During the rescue operation for this pilot, the U.S. military destroyed two "stranded" U.S. transport aircraft that were on the rescue mission. The report states that the pilot evaded Iranian search efforts in mountainous terrain for over 24 hours, armed only with a pistol. The U.S. military mobilized hundreds of special operations personnel to complete this rescue, and exchanged fire with Iranian forces during the operation. (Xinhua News Agency)
02:27
Iranian Media: Shot Down a US Military C-130 Transport Aircraft and Two Black Hawk Helicopters
Svmuu News According to Iran's Tasnim News Agency: A spokesperson for the Joint Command of the Iranian Armed Forces stated that the downed US military aircraft were one C-130 military transport aircraft and two Black Hawk helicopters. (Jin10)
02:22
Iran Allows Iraqi Ships to Use the Strait of Hormuz, Weekly Transit Volume Hits Post-War High
Svmuu News Over the past two weeks, the number of vessels transiting through the "blockaded" Strait of Hormuz has been steadily increasing. A growing number of vessels from friendly nations are navigating the strait. According to Bloomberg, as traffic through the Strait of Hormuz gradually recovered over the past week, the seven-day rolling average transit volume as of Friday has reached its highest level since the outbreak of the war.
An increasing number of vessels are crossing the strait, including some with no clear affiliation to Iran. Countries are negotiating with Tehran to secure passage for their ships. Among the vessels transiting in the past day, liquefied petroleum gas (LPG) carriers were predominant, including one bound for India and others with ties to Iran.
According to Bloomberg's calculations, a total of 13 vessels have transited since Friday morning. Based on vessel-tracking data compiled by Bloomberg, 10 of these sailed out of the Persian Gulf, while 3 entered from the open sea.
02:11
Bitcoin Social Media Bearish Sentiment Hits 5-Week High
Svmuu News: Santiment indicates that bearish commentary about Bitcoin on social media has climbed to a 5-week high. Data shows that the ratio of bullish to bearish Bitcoin comments is 0.81, meaning for every 4 bullish comments, there are approximately 5 bearish ones. Santiment points out that markets often move opposite to the general public's expectations, and such high levels of FUD sentiment are typically a common precursor to price rebounds, potentially signaling a price recovery sooner than anticipated. Furthermore, the Crypto Fear & Greed Index scored 12 on Sunday, remaining in the "Extreme Fear" zone. Bitcoin's current price is $67,100, down 5.53% over the past 30 days.
02:09
SOL Falls Below 80 USDT, 24H Decline 0.27%
According to OKX market data, SOL has fallen below 80 USDT and is currently trading at 79.96 USDT, with a 24-hour decline of 0.27%.
01:32
US Media: Iranian Parliament Speaker Threatens to Cut Off Bab el-Mandeb Strait Shipping
Svmuu According to a report on the NBC News website on April 3, Mohammad Bagher Ghalibaf, the Speaker of the Iranian Parliament, appeared to threaten to block commercial shipping traffic through the Bab el-Mandeb Strait, a critical chokepoint in the Red Sea. As reported, Ghalibaf posted on social media platform X: "What percentage of the world's oil, liquefied natural gas, wheat, rice, and fertilizer shipments pass through the Bab el-Mandeb Strait?" He continued, "Which countries and companies have the highest share of cargo volume passing through this strait?" In recent years, ships passing through this region have repeatedly been attacked by Yemen's Houthi group, which is allied with the Iranian regime. The threat regarding the Bab el-Mandeb Strait comes at a time when Iran has largely already cut off shipping traffic through the Strait of Hormuz. The blockade of the Strait of Hormuz has thrown the global economy into chaos. (Reference News)
01:30
Svmuu Noon News
1. UK Media: UK Seeks to Attract Anthropic to Expand Its Business in the Country;
2. Iranian Media: A US Military Aircraft Searching for Pilots Was Shot Down in Isfahan Province;
3. Trump: US Military Completes "Boldest Search and Rescue Operation" in History, All Missing Pilots Rescued;
4. On Polymarket, the Probability of "US Military Entering Iran by April 30th" Briefly Rose to 96.5%, Up 11% in 24 Hours;
5. IEA Chief: If the Strait of Hormuz Remains Closed, Crude Oil and Product Losses in April Will Double;
6. Drift: The April 1st Attack Was a Long-Term Infiltration Operation Planned by North Korean Hacker Groups;
7. UConn Reaches Its 7th Final Four: Championship Probability on Polymarket Rises to 32%, Up 18% in 24 Hours;
8. Western Union Completes Acquisition of Singapore Digital Wallet Dash.
01:11
British Media: UK Seeks to Attract Anthropic to Expand Business in the UK
Svmuu News According to the Financial Times, the UK is attempting to persuade Anthropic to expand its business in the country. Citing informed sources, the report states that the UK government's proposals to Anthropic range from expanding offices in London to a dual listing. Anthropic and the UK Department for Science, Innovation and Technology did not immediately respond to Reuters' request for comment. The office of UK Prime Minister Starmer has consistently supported the work of the Department for Science, Innovation and Technology. During Anthropic CEO Dario Amodei's visit to the UK at the end of May, the UK will present this proposal to Amodei. The US government previously placed Anthropic on a blacklist, determining that the company poses a national security supply chain risk because Anthropic refused to allow the military to use its AI chatbot Claude for US surveillance or autonomous weapons systems. A US judge has temporarily blocked the implementation of this blacklist. The AI startup has also filed a second lawsuit regarding this supply chain risk determination, and the case is still ongoing. (Jin10)
00:26
Iranian Media: A U.S. Military Aircraft Searching for Pilots Shot Down in Isfahan Province
Svmuu News Iran's Tasnim News Agency: Iran's Islamic Revolutionary Guard Corps stated that a U.S. military aircraft searching for pilots was shot down in Isfahan Province. (Jin10)
00:26
Trump: U.S. Military Completes "Most Daring Search and Rescue Operation" in History; All Missing Pilots Rescued
Svmuu News: U.S. President Donald Trump posted on a social media platform: My fellow Americans, over the past few hours, the U.S. military executed one of the most daring search and rescue operations in American history, targeting one of our outstanding officer aircrew members. I am thrilled to tell you that he is now safe and sound! This brave warrior was previously behind enemy lines, trapped in the treacherous mountains of Iran, being hunted by our enemies who were closing in every hour. But he was never truly alone, because his Commander-in-Chief, the Secretary of War, the Chairman of the Joint Chiefs of Staff, and his comrades-in-arms were monitoring his location around the clock and meticulously planning his rescue. At my direction, the U.S. military deployed dozens of fighter jets, armed with the "most lethal weapons in the world," to retrieve the missing pilot. He was injured but will make a full recovery. This miraculous rescue operation followed the successful rescue of another brave pilot yesterday. We did not confirm that operation earlier because we did not want to jeopardize the second rescue. We will never leave any American warrior behind! The fact that we were able to complete both operations without a single American killed or even injured once again proves that we have achieved overwhelming air superiority and dominance over Iran.
4/4
23:39
Polymarket shows a significant increase in the probability of "U.S. military entering Iran by April 30." The current probability is 96.5%.
Svmuu Seer Channel monitoring shows a significant increase in the probability of "U.S. military entering Iran by April 30" on Polymarket. The current probability is 96.5%.
According to Al Jazeera, a U.S. government official told Al Jazeera that the second crew member from the downed F-15E fighter jet has been rescued, and the rescue operation is still ongoing. The missing crew member has been confirmed rescued but is not yet out of danger. They added that the rescue team still needs to successfully evacuate from Iran and return safely.
According to Polymarket's resolution rules, this market will resolve to "Yes" if active-duty U.S. military personnel physically enter Iran at any time before the specified date (Eastern Time). Otherwise, the market will resolve to "No." Special Operations Forces personnel qualify; however, intelligence personnel are not counted. U.S. military personnel must physically enter Iranian land territory to qualify. Entering Iranian waters or airspace does not count.
Svmuu Seer Channel continues to monitor prediction markets, seeing changes before they are priced in.
23:24
Second crew member from downed F-15E fighter jet has been rescued
Svmuu News According to Al Jazeera: A U.S. government official stated that the second crew member from the downed F-15E fighter jet has been rescued following "intense firefighting." (Jin10)

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