Sushi

1. A certain exchange will release its Q1 financial report and hold an online briefing on May 7; 2. Iran will use alternative ports to bypass the US blockade of the Strait of Hormuz; 3. CBA: The US dollar should continue to benefit from the global economic slowdown; 4. The Winklevoss twins withdrew $42.77 million worth of BTC from a certain exchange; 5. Ethereum treasury company BMNR posted a net loss of $3.82 billion this quarter (1); 6. A Bitcoin developer has proposed BIP-361 to counter future potential quantum attack risks; 7. Zerion disclosed that it was targeted by a North Korean hacker social engineering attack using AI, resulting in a theft of about $100,000; 8. Anthropic launched the Claude identity verification mechanism to prevent abuse and to assist with compliance checks; 9. Goldman Sachs: The risk premium at the front end of the oil curve has declined; 10. TD Cowen analysts reaffirmed the MSTR buy rating and raised the target price to $385.

BlockBeats News, April 15th: In a statement regarding the Federal Reserve, former President Trump expressed: I hope Powell can be confirmed next week. Following Powell's appointment, interest rates may decrease. If Federal Reserve Chairman Powell does not resign on time, he will be dismissed. No intention to give up the investigation into Federal Reserve Chairman Powell. (FXStreet)

ChainCatcher reports that, according to QCP Group analysis, BTC rebounded overnight alongside risk assets, recovering to the mid-74,000 US dollar range, triggered by news of a preliminary US-Iran framework agreement. However, long-term yields barely moved, gold remained at high levels, and the bond market did not follow suit, indicating that this rebound is merely a headline-driven risk relief rather than a substantive geopolitical resolution. The core issue is uranium enrichment—Iran’s current enrichment level is 60%, while the US requires it to be reduced below 20%. Iran has yet to signal compromise, and this matter has remained unresolved since 2015. In terms of crypto market structure, BTC spot prices are moving upward slowly, amid negative funding rates and low open interest, suggesting that bears are still resisting, driving a short squeeze. However, the options market has not confirmed a breakout—short-term ATM volatility remains around 40, and one-month volatility is still below three-month, with demand for downside protection continuing to outweigh the willingness to chase upward momentum. On a macro level, the net rate cut space for the Federal Reserve this year is close to zero, and liquidity conditions remain tight. QCP believes that this round is essentially a geopolitically-driven relief rally rather than a fundamental shift in the macro landscape, and the market should be wary of the risk of a pullback after the rebound.