Citi has projected that the Bank of Japan will begin implementing interest rate hikes approximately every six months starting in June. According to Jin10, this forecast suggests a shift in monetary policy by Japan's central bank, potentially impacting economic conditions and financial markets.

Retail traders are increasingly utilizing AI agents to manage their investments across equities, cryptocurrencies, and prediction markets. Bloomberg posted on X, highlighting the trend of individuals leveraging artificial intelligence to automate trading decisions. This shift is driven by the desire for more efficient and informed trading strategies, as AI can analyze vast amounts of data and execute trades at optimal times. The adoption of AI in trading is reshaping how retail investors approach the market, offering them tools previously accessible only to institutional investors. As AI technology continues to evolve, its role in financial markets is expected to expand, providing retail traders with enhanced capabilities to navigate complex market dynamics.

Key Takeaways The S&P 500 jumped 1% and the Nasdaq added 0.9%, both reaching all-time highs, driven by strong corporate earnings and resilient US GDP growth of 2.0% in Q1 2026Brent crude spiked to $126 per barrel -- a four-year high -- before slumping 3.4% to close at $114.01 as initial Middle East escalation fears easedAlphabet surged 10% on strong AI-driven earnings; Meta fell 8.6% on concerns over heavy AI spending; Apple beat forecasts after the bell with shares up 4.7% in after-hours tradingThe Fed, ECB, and Bank of England all held rates unchanged; the ECB warned that war-related energy disruptions have "intensified" risks to eurozone growth and inflationUS Q1 2026 GDP grew at an annualized rate of 2.0%, defying fears of a near-term slowdown despite cooling consumer spending US equity markets surged to record highs on Thursday as strong corporate earnings and resilient economic growth outweighed an extraordinary intraday spike in oil prices that briefly pushed Brent crude to $126 per barrel -- its highest level in four years -- before a sharp reversal closed the session with crude sharply lower. The S&P 500 gained 1% and the Nasdaq Composite added 0.9%, both reaching all-time highs as investor optimism around tech earnings and AI-driven corporate profit growth overcame the morning's geopolitical anxiety. European markets also closed higher, taking their cue from the broadly positive US tech earnings backdrop. Oil's Wild Session The day's most dramatic price action came in energy markets. Brent crude surged to $126 per barrel in early trading -- its highest level since 2022 -- after President Trump warned that the US naval blockade of Iranian ports could last months and reports emerged that he would be briefed on potential fresh military strike options. The combination of escalation fears and the expiry of monthly futures contracts amplified the move. The rally proved short-lived. Markets calmed as the initial panic subsided, and Brent closed down 3.4% at $114.01. "Fears about escalation in the conflict between the US and Iran fueled the initial move higher before the market calmed down," said Kathleen Brooks, research director at XTB. Despite the intraday reversal, Brent remains significantly elevated relative to its pre-conflict levels before US-Israel strikes targeting Iran began on February 28. Earnings Drive the Record Rally The equity market's record-setting session was powered by a split tech earnings picture that nonetheless left the bulls in control. Alphabet -- Google's parent company -- surged 10% as investors applauded the firm's successful pivot to artificial intelligence and solid revenue performance across its major divisions. Apple reported after the closing bell with earnings that beat forecasts on strong iPhone demand, sending shares up 4.7% in after-hours trading. Meta was the session's major disappointment, falling 8.6% amid investor concern over the scale of its artificial intelligence capital expenditure commitments -- a reminder that AI spending enthusiasm has limits when it comes at the cost of near-term profitability. Angelo Kourkafas of Edward Jones attributed the broader market strength to corporate profit resilience. "A lot of that comes down to corporate profits," he said, adding that US GDP data "continues to defy fears of a near-term slowdown." GDP Beats, Consumer Spending Cools The macro backdrop supported the bullish equity narrative. The US Commerce Department reported Thursday that the economy grew at an annualized rate of 2.0% in the first quarter of 2026 -- a figure that defied expectations of sharper slowdown given the geopolitical and inflationary headwinds of the period. A surge in AI-related investment was identified as a key growth driver, though consumer spending cooled during the quarter. Central Banks Hold as Europe Warns Thursday also brought a coordinated hold from three major central banks. The European Central Bank and Bank of England both kept rates unchanged, following the Federal Reserve's hold on Wednesday. The ECB issued a warning that risks to eurozone growth and inflation have "intensified" due to the war's impact on global energy supplies, while the Bank of England cut its UK growth forecast. Eurozone GDP data released Thursday showed the bloc's economy grew just 0.1% in Q1 2026 -- a near-stagnation reading that underscores the divergence between the resilient US economy and a Europe absorbing a more direct energy shock. Crypto Market Implications For Bitcoin and crypto markets, Thursday's session delivered a mixed but broadly constructive signal. S&P 500 and Nasdaq all-time highs reduce the risk of a broader equity-driven risk-off move that could drag crypto lower, while the oil price reversal from $126 to $114 eases -- at least temporarily -- one of the key inflationary pressures that has been capping Bitcoin's ability to clear $79,000. Apple's after-hours beat and Alphabet's 10% surge suggest the tech earnings season is broadly supportive of risk appetite heading into Friday's session.

Bloomberg posted on X that U.S. President Donald Trump is encountering difficulties in the ongoing conflict with Iran, which is increasingly resembling a quagmire. As the situation becomes more complex, there is speculation that the president might seek alternative strategies or take risks in other areas to offset the challenges faced in Iran. This development comes amid broader geopolitical tensions and strategic considerations.

Hyperliquid News 在 X 平台发文表示，Tradexyz 已在文档中添加 Pre-IPO 市场功能，该系统支持用户在股票公开上市前获取敞口。该市场预言机基于公司最新融资轮次定价，通过 Hyperp 由市场决定价格，IPO 完成后永续合约自动按 IPO 价格转换，若未发生 IPO 则按 Pre-IPO 平均价格结算。目前已可交易 CBRS Pre-IPO 市场，预计 IPO 日期为 5 月 7 日。

The global cryptocurrency market cap now stands at $2.54T, down by -1.29% over the last day, according to CoinMarketCap data. Bitcoin (BTC) has been trading between $75,876 and $77,500 over the past 24 hours. As of 09:30 AM (UTC) today, BTC is trading at $77,329, up by 1.40%. Most major cryptocurrencies by market cap are trading mixed. Market outperformers include MEGA, QI, and NFP, up by 185%, 33%, and 29%, respectively. Market movers: ETH: $2284.26 (+0.74%) BNB: $617.39 (-0.11%) XRP: $1.3763 (-0.06%) SOL: $84.02 (+0.80%) TRX: $0.3263 (+0.40%) DOGE: $0.108 (+0.41%) WBTC: $77152.62 (+1.49%) U: $1.0002 (-0.01%) XAUT: $4568.36 (-1.11%) BCH: $443.3 (-0.74%) Top gainers on Binance: MEGA/USDT (+185%) QI/USDT (+33%) NFP/USDT (+29%)

Riot Blockchain has announced its financial results for the first quarter, revealing a revenue of $167 million. According to NS3.AI, the company's expanded data center operations contributed $33.2 million to this figure. Riot Blockchain also disclosed that it currently holds approximately 15,679 Bitcoin.

Trade.xyz has announced plans to introduce Pre-IPO stock perpetual contracts, according to Foresight News. These contracts will reflect the prices of companies preparing for public listing, rather than representing actual shares. The platform stated that the opening prices will be based on the company's most recent public funding rounds, disclosed valuations, IPO documents, or other relevant public information. Before the target company goes public, the Pre-IPO perpetual contract market will operate using a mechanism similar to Hyperp. Once the company completes its public listing, the corresponding perpetual contract market will transition to a standard external pricing perpetual contract based on the listed stock. This conversion will occur when there is sufficient external market data to support standard oracle pricing.

Mike Wilson has highlighted that increasing bond volatility poses a greater threat to stocks than the ongoing Iran conflict, particularly if the 10-year Treasury yield surpasses 4.50%. According to NS3.AI, Wilson emphasized that heightened bond volatility could diminish market liquidity and present a more significant challenge to equity multiples than the mere level of interest rates. He also noted that the current market rally is bolstered by widespread earnings growth, with the median Russell 3000 company experiencing nearly 14% year-over-year earnings growth.

据 BitMart 5 月 1 日行情市场观察，BTC 当前报约 $77,329，盘中高点约 $77,435；ETH 报约 $2,284.82，盘中高点约 $2,289.71；SOL 报约 $84.15，盘中高点约 $84.25。整体来看，主流资产今日延续偏强运行，BTC 回到 $77,000 上方，ETH 与 SOL 也同步企稳，市场情绪较前一交易日有所修复。BTC 日内维持在高位区间，说明核心资产承接仍在；ETH 波动相对收敛，更多体现为跟随修复；SOL 重新回到 $84 一线，显示热门币种的风险偏好并未明显降温。当前盘面并未出现进一步扩张的加速迹象，但主动卖压也相对有限，整体仍以高位整理后的修复节奏为主。BitMart X Insight：华尔街日报报道称，5 月 1 日适逢五一假期，欧洲和亚洲多地市场休市，交投相对清淡；与此同时，油价仍处高位，美债收益率基本持稳，市场关注点仍集中在通胀与风险偏好之间的平衡。映射到加密市场，BTC、ETH、SOL 今日整体维持稳定，说明短线情绪没有明显转弱，但在外部市场流动性偏弱的环境下，资金进一步追价的意愿仍相对克制。建议投资者继续关注 BTC 在 $77,000 一线的承接变化，以及 ETH、SOL 是否能在节后形成更清晰的联动修复。本文仅供参考，不构成任何投资建议。加密市场波动较大，风险较高，请理性决策并做好个人风控。

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昨晚 DeepSeek 多模态研究员陈小康在 X 上发了一条推，并公布了DeepSeek 关于多模态技术的新论文《Thinking with Visual Primitives》，表示「Excited to release」。

加密货币,加密市场,太难了——加密成为X上被屏蔽最多的话题 金色财经,过去24小时，加密圈的KOL们在聊什么呢？

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