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4/10
08:39
Svmuu News According to CoinDesk, Bitcoin's price showed a slight strengthening after the release of U.S. March inflation data. Overall, the March CPI rose 0.9% month-on-month and 3.3% year-on-year, meeting expectations, primarily driven by a significant surge in energy prices influenced by the Iran situation. Prior to the data release, Bitcoin's price was trading within a narrow range around $72,000. Following the release, it continued to hold above this range. Previously, due to the Middle East situation and the spike in oil prices, market expectations for a Fed rate cut within the year have significantly cooled. It is now widely anticipated that interest rates will remain unchanged in the short term.
08:36
Svmuu News Market pricing indicates that bets on the Federal Reserve cutting interest rates once this year have increased, with U.S. short-term interest rate futures paring some gains after the CPI report was released. (Jin10)
08:34
Svmuu News According to Gate data, WTI and Brent crude oil showed little fluctuation after the CPI data release, with the latest prices at $97.57 per barrel and $95.46 per barrel. The US Dollar Index (DXY) briefly fell by 10 points, now reported at 98.68.
08:33
Svmuu News U.S. Vice President Vance stated that Trump has provided very clear guidelines for the negotiations, looks forward to the talks with Iran, and believes the negotiations with Iran will be positive. (Jin10)
08:32
Svmuu News According to data, the U.S. March unadjusted CPI year-on-year rate came in at 3.3%, the highest since May 2024, meeting market expectations. The U.S. March seasonally adjusted CPI month-on-month rate came in at 0.9%, the highest since June 2022, meeting market expectations. According to Gate data, spot gold rose over $10 in the short term, currently trading at $4775 per ounce.
08:31
Svmuu News According to data, the U.S. March unadjusted CPI year-on-year rate is 3.3%, expected 3.3%, previous value 2.40%. (Jin10)
08:25
Svmuu News According to CME "FedWatch": The probability of the Fed raising interest rates by 25 basis points in April is 1.6%, while the probability of keeping rates unchanged is 98.4%. The probability of the Fed cumulatively cutting rates by 25 basis points by June is 1.5%, the probability of keeping rates unchanged is 96.8%, and the probability of cumulatively raising rates by 25 basis points is 1.7%.
08:21
Svmuu News Dante Disparte, Chief Strategy Officer of Circle, has issued a statement in response to the April 1st exploit of Drift Protocol, which resulted in losses exceeding $270 million. He stated that Circle freezes USDC only when legally compelled to do so, not as a unilateral decision. This action is not a backdoor procedure nor algorithmic surveillance, but rather an embodiment of the rule of law in internet-native finance.
He pointed out that a core contradiction in open systems is that legal frameworks update slower than technological development. Protocols, wallets, exchanges, and stablecoin issuers must view security and accountability as a shared responsibility. DeFi protocols can learn from traditional finance's circuit breaker mechanisms to build on-chain protections. Simultaneously, he called for the U.S. "GENIUS Act" and "CLARITY Act" to be passed into law before the next major security incident, incorporating standards for due process, property rights, and financial privacy protection into legislation.
08:19
Svmuu News Pakistani media confirmed the arrival of an Iranian delegation for talks, and the main negotiations between Iran and the United States will be held tomorrow. (Jin10)
08:19
Svmuu News The European Central Bank (ECB) has expressed support for the European Commission's proposal to centralize financial supervision. The proposal aims to transfer the supervisory authority over cross-border financial institutions, including Crypto-Asset Service Providers (CASPs), from national regulators to the European Securities and Markets Authority (ESMA). This move is intended to deepen the integration of the EU capital market and enhance its international competitiveness. The ECB emphasized that the reform requires equipping ESMA with sufficient manpower and funding, while minimizing market disruptions during the regulatory transition period. (Reuters)
08:12
Svmuu News Federal Reserve official Daly stated that even before the oil price shock, the United States itself had work to do in combating inflation, and now this work simply requires more time. If the Iran conflict is resolved quickly and oil prices fall, rate cuts are "not impossible"; however, if inflation remains persistently above expectations for an extended period, the Fed will maintain a wait-and-see approach until confident the inflation issue has been resolved. She believes the likelihood of raising interest rates is lower than that of cutting or keeping rates unchanged. Daly pointed out that persistently high oil prices would mean higher inflation but would also impact economic growth. She has already seen higher prices being transmitted into the economy, with people reducing travel due to concerns about rising costs.
However, she emphasized that the current situation does not represent a fundamental price increase, and it is necessary to observe how the conflict will develop and how businesses will pass on price increases. She noted that the real issue lies in whether the ceasefire can be sustained; if it can, then the CPI data becomes irrelevant; high inflation data itself would not surprise anyone. She stressed that bringing inflation down to 2% is crucial, but doing so at the expense of employment would put households in a difficult position. Currently, the risks to the Fed achieving its full employment and inflation goals are roughly balanced. (Jin10)
08:11
Svmuu News Bitcoin has risen nearly 7% since Sunday, with its upward momentum slowing after reaching the $72,000 range, and institutional fund flows remain unclear. The market is focused on two major uncertainties: the US March CPI data (expected to exceed 3% year-on-year, driven by energy prices) and the progress of US-Iran talks over the weekend. The options market shows that while institutions are chasing $80,000 call options on Deribit and call options related to BlackRock's IBIT, they are also maintaining a high proportion of put options to hedge against downside risks. If CPI exceeds expectations, it may reinforce expectations of a Fed rate hike, putting pressure on risk assets including Bitcoin. (CoinDesk)
08:10
Svmuu News According to Eric Balchunas, a senior ETF analyst at Bloomberg, who stated on platform X that while the market focused on the listing of Morgan Stanley's Bitcoin ETF (MSBT), another Bitcoin exchange-traded fund, the Bitcoin After Dark ETF (NGHT), also launched this Wednesday. The product's first-day trading performance was lackluster, but its trading volume saw a significant increase on the second day. Its future market performance remains to be observed.
For long-term ETF investors, holding products similar to MSBT can already yield good returns. However, if NGHT shows strong subsequent capital inflows, it may gain market recognition; conversely, it could quickly become marginalized. Meanwhile, Morgan Stanley's Bitcoin ETF, leveraging its distribution channel advantages, is still expected to achieve significant success.
08:08
Svmuu News Fed's Daly stated that the real question is whether the ceasefire can be sustained. If it can, then the CPI data becomes irrelevant. (Jin10)
08:05
Svmuu News Fed's Daly believes the probability of a rate hike is lower than that of a cut or holding rates steady. If inflation remains above expectations for an extended period, the Fed will maintain a wait-and-see approach until confident that the inflation issue has been resolved. (Jin10)
08:01
Svmuu News The Jiangsu Securities Regulatory Bureau has issued a risk warning. Recently, illegal intermediaries have been using the gimmick of "listing and ringing the bell on the Hong Kong Stock Exchange upon payment" to provide services such as fake stock codes and website publicity. The related platforms are mostly "pseudo-exchanges" and package false listings through fabricated ceremonies. Some companies take the opportunity to promote equity and "original shares" to the public, suspected of illegal fundraising. The regulator reminds investors to verify the qualifications of institutions through the official website of the Hong Kong Securities and Futures Commission, be wary of capital-guaranteed and high-yield promotions, avoid transferring funds to personal accounts or unofficial platforms, and promptly report and file complaints upon discovering clues.
07:58
Svmuu News: Animoca Brands announced on the X platform that Anchor Fintech, a joint venture co-founded by Standard Chartered Bank, HKT, and Animoca Brands, will phase in the launch of the regulated Hong Kong dollar-backed stablecoin HKDAP (HKD At Par) starting in the second quarter of this year. Its Group President, Evan Auyang, stated that a properly governed Hong Kong dollar-backed stablecoin is crucial for Hong Kong's financial infrastructure.
07:57
Svmuu News Real-world asset (RWA) tokenization platform Libeara has announced the completion of a new funding round. AlloyX Ventures, the venture capital arm of NASDAQ-listed company SOLOWIN HOLDINGS, participated in the investment. The specific investment amount has not been disclosed. The new funds will be used to advance the construction of compliant digital infrastructure. (Globenewswire)
07:49
Svmuu News According to Arab media Asharq News: Negotiations between Lebanon and Israel will take place before those between Iran and the United States. A preparatory phone conference was held today, with participants including Israeli Ambassador to Washington Nada Hammad Muawad, Israeli Ambassador to Washington Yeshir Leit, US Ambassador to Lebanon Michelle Issa, and US State Department Director of Policy Planning Mike Needham. The Lebanon-Israel face-to-face meeting is scheduled for Tuesday, chaired by Lebanese Ambassador Hammad Muawad. The Lebanon talks have now been assigned to US Secretary of State Rubio and are completely separate from the Iran talks and the Islamabad talks. (Jin10)
07:48
Svmuu News Anthropic has agreed to lease data center capacity from CoreWeave to meet the growing demand for its AI services. In a statement on Friday, CoreWeave said this multi-year agreement will help Anthropic build and deploy its Claude AI models. CoreWeave CEO Intrator stated that the agreement will include various NVIDIA chip architectures within US data centers. Both companies declined to disclose the financial terms of the deal.
Anthropic, like OpenAI, has been at the forefront of the AI service boom, sometimes struggling to keep its products online in the face of what it calls "unprecedented demand." Earlier this week, Anthropic announced partnerships with Broadcom and Google to secure 3.5 gigawatts of energy (1 gigawatt is enough to power approximately 750,000 US households simultaneously). (Jin10)

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