Key Takeaways Bitcoin has fallen to approximately $75,000, down from a $79,399 high on Monday, marking its third rejection near $79,000 in eight sessionsBrent crude extended its rally to a seventh consecutive day, breaking above $109 per barrel as Iran's Hormuz deal proposal failed to advance over the weekendThe UAE's exit from OPEC effective May 1 adds a new dimension to the global oil supply picture, with analysts split on near-term price implicationsCryptoQuant founder Ki Young-Ju argues the $79,000 push was primarily short-squeeze driven rather than spot demand, leaving the market vulnerable to reversalGalaxy Digital's Mike Novogratz counters that US retail has returned alongside institutional capital, with Santiment data showing whales accumulating over 40,000 BTC in two weeksThe Fed decision Wednesday and megacap tech earnings from Alphabet, Microsoft, Amazon, Meta, and Apple are the week's defining catalysts Bitcoin has retreated to approximately $75,000 after its third rejection near $79,000 in eight sessions, with the move lower accelerating Tuesday as Brent crude broke above $109 per barrel, the UAE announced its withdrawal from OPEC, and Iran's latest Hormuz deal proposal failed to gain traction with the White House. The cryptocurrency had climbed to $79,399 on Monday before reversing throughout the day. By Tuesday morning it was trading at $76,923, down 2.4% over 24 hours, before extending losses toward $75,000 as the geopolitical and energy market picture darkened further. Ether fell 3.7% to $2,290, XRP slipped 3.2% to $1.39, Solana dropped 3.9% to $84.10, and BNB declined 1.8% to $625. Every top 10 token closed red over the past 24 hours with the exception of TRON and Dogecoin. Hormuz Standoff Drives Oil to New Highs Brent crude rose 1% to above $109 per barrel on Tuesday, extending a seven-day rally as Iran's interim proposal to reopen the Strait of Hormuz failed to advance over the weekend. The White House confirmed US officials are reviewing the latest Iranian proposal but maintained firm red lines on any deal to end the eight-week conflict. The sustained oil price surge is keeping inflation expectations elevated and tightening the macro conditions for risk assets globally. The UAE's surprise announcement of its withdrawal from OPEC and OPEC+ effective May 1 added further complexity to the energy market picture. While analysts broadly view the exit as a medium-term bearish signal for oil -- freeing Abu Dhabi to raise production independently -- the immediate market reaction has been overshadowed by the ongoing Hormuz disruption and geopolitical uncertainty. Two Readings of the Bitcoin Tape Analysts are sharply divided on what drove Bitcoin's push toward $79,000 and what the rejection means for the near-term outlook. Mike Novogratz of Galaxy Digital argued in a note that US retail investors have returned to the market, and that the combination of retail demand, institutional capital, and limited supply creates the foundation for further upside. Santiment data supports the demand narrative, showing whale addresses accumulating more than 40,000 BTC over the past two weeks alongside a sharp sentiment shift from fear to fear of missing out. CryptoQuant founder Ki Young-Ju takes the opposite view, arguing that the push above $79,000 was driven primarily by short covering in derivatives markets rather than sustained spot demand. "Large-scale short covering leaves the market vulnerable to a reversal once the squeeze exhausts," he said on X. Funding rates on perpetual futures across major exchanges remain negative at -0.13% on a 7-day basis per CoinGlass -- the structural setup that historically precedes both squeezes and their subsequent unwinding. The two readings are not mutually exclusive: spot demand and short-squeeze dynamics can coexist, and the critical test will be whether the next attempt at $79,000 brings fresh spot bids or simply runs out of shorts to squeeze. Corporate Accumulation Continues Institutional buying continues regardless of the near-term price action. Strategy purchased approximately $3.9 billion in Bitcoin during April -- its largest monthly accumulation in a year per Bloomberg. Metaplanet announced a $50 million yen-denominated bond issuance Tuesday to finance additional Bitcoin purchases, extending a series of debt deals the Tokyo-listed firm has used to build one of the largest corporate Bitcoin treasuries outside the US. Fed and Tech Earnings: This Week's Deciding Catalysts The week's two defining macro events arrive Wednesday and Thursday. The Federal Reserve announces its policy decision on Wednesday, with traders now pricing in a higher likelihood of a rate cut following the Justice Department's closure of its probe into Fed Chair Jerome Powell -- a development that removes one of the key conditions Powell had cited for potentially remaining at the Fed beyond his chair term. Megacap tech earnings from Alphabet, Microsoft, Amazon, and Meta on Wednesday, followed by Apple on Thursday, represent roughly a quarter of the S&P 500's market capitalization. Strong results would extend the risk-on bid supporting Bitcoin. Disappointing earnings could accelerate the current pullback and cement the $79,000 rejection as the upper boundary of a defined trading range rather than a precursor to a breakout. Without a clear catalyst from either the Fed or earnings, three rejections from $79,000 in eight sessions begin to define a range rather than precede one.

Key Takeaways The Bank of Japan held rates at 0.75% but saw a 6-3 dissenting vote -- the largest split since Governor Ueda took charge -- with three members pushing for an immediate hikeMarkets are now pricing a 74% probability of a BOJ rate hike on June 16, per BloombergThe BOJ raised its core inflation forecast to 2.8% for the fiscal year while cutting its economic growth projection to 0.5% from 1%The yen rose, pushing USD/JPY down nearly 0.5% to 158.95; BTC/JPY fell 0.6% to 12.28 million yen on bitFlyerLondonCryptoClub founders argue the yen carry trade unwind narrative is overstated, pointing to Japan's continued US Treasury purchases as evidence carry trades remain active The Bank of Japan kept its benchmark rate unchanged at 0.75% on Tuesday but delivered a hawkish surprise through the composition of its vote, with three board members dissenting in favor of an immediate rate hike -- the largest policy split since Governor Kazuo Ueda assumed leadership of the central bank. The 6-3 vote outcome immediately shifted market expectations, with traders pricing in a 74% probability of a rate hike at the BOJ's June 16 meeting. That reading aligns with the pre-existing consensus among BOJ watchers, who had widely anticipated a June move, but the scale of dissent at this meeting accelerated the timeline in market pricing. Inflation Up, Growth Down The BOJ accompanied its decision with updated economic projections that reflect the stagflationary pressures building across energy-import-dependent economies. The central bank raised its core inflation forecast to 2.8% for the current fiscal year -- a direct consequence of war-related disruptions to energy flows through the Strait of Hormuz driving up global energy prices. At the same time, the BOJ cut its economic growth projection to 0.5% from a prior forecast of 1%, acknowledging the growth headwind from the same conflict. The combination of higher inflation and lower growth is forcing the BOJ toward tightening even as the economy slows -- a difficult policy environment that mirrors the stagflation dilemma facing the Federal Reserve. Yen Strengthens, Carry Trade Fears Resurface The yen responded immediately to the hawkish vote, pushing the USD/JPY pair down nearly 0.5% to 158.95 -- a notable move for a major currency pair. Rate hike expectations typically strengthen the funding currency, and the yen's rise raised immediate questions about a potential repeat of the August 2024 carry trade unwind that sent Bitcoin from $65,000 to $50,000 in the space of a week. The BTC/JPY pair on bitFlyer fell 0.6% to 12.28 million yen, consistent with broader dollar-denominated weakness in Bitcoin following the BOJ announcement. The carry trade concern stems from Japan's decade-long ultra-low rate environment, which encouraged traders to borrow cheaply in yen and deploy capital into higher-yielding assets globally -- including equities, bonds, and crypto. Yen appreciation reverses the economics of that trade, theoretically triggering forced unwinding of yen-funded positions and driving risk aversion across asset classes. But the Carry Unwind Thesis Has Skeptics Not everyone is convinced the carry trade risk is as acute as the narrative suggests. The founders of LondonCryptoClub pushed back firmly, pointing to Japan's continued accumulation of US Treasury notes as evidence that yen-funded carry trades remain active rather than being unwound. "Japan, the largest foreign holder, raised its stockpile by $14 billion to $1.24 trillion, the highest since February 2022. This marks Japan's 13th monthly purchase of the last 14 months, as Japanese institutions continue chasing higher yields overseas," they wrote, adding: "There is no JPY carry unwind trade. Those who are talking about that don't understand how Japanese investors operate and you should ignore them." The latest available flow data from February supports that view, suggesting the structural dynamic driving Japanese institutional capital into overseas assets remains intact despite the BOJ's hawkish tilt. Bitcoin's Near-Term Risk For crypto markets, the BOJ decision adds a layer of macro uncertainty to an already crowded risk calendar that includes the Fed's final Powell-chaired meeting, megacap tech earnings, and Bitcoin's ongoing battle with the $80,000--$82,000 resistance zone. Whether the June rate hike expectation translates into actual carry trade pressure on risk assets will depend heavily on the pace of yen appreciation and the scale of leveraged yen-funded positions that remain active in global markets.

Sharplink announced that it received 459 ETH in staking rewards this week. According to ChainCatcher, the company's total staking earnings have reached 18,309 ETH to date.

Key Takeaways The Fed's two-day policy meeting concludes Thursday in what will be Jerome Powell's last as chair, with rates widely expected to hold at 3.50%–3.75%The critical question is not whether rates hold but whether policymakers signal rate cuts are derailed or merely delayedFed Governor Waller, who backed three rate cuts last year over labor market concerns, has shifted to wariness about inflation risks this monthThe US is experiencing its fourth supply shock in five years -- pandemic reopening, Russia-Ukraine, the tariff war, and now the Middle East conflictFed officials do not expect inflation to return to the 2% target for at least another year, with the Strait of Hormuz still effectively blocked and jet fuel prices surging The Federal Reserve concludes its two-day policy meeting Thursday in what will be Jerome Powell's final session as chair, with markets locked in on not the rate decision itself -- a hold at 3.50%–3.75% is essentially certain -- but the language policymakers choose to describe the path ahead for rate cuts amid a resurgent stagflation threat. Nick Timiraos, the Wall Street Journal reporter widely followed as a conduit for Fed thinking, wrote on April 28 that the central debate inside the Fed is over policy wording and whether officials will characterize the current pause as a temporary delay or a more significant derailment of the rate cut trajectory signaled earlier this year. The Fourth Supply Shock in Five Years The backdrop for Thursday's decision is unusually complicated. The US economy is now navigating its fourth distinct supply shock in five years: the post-pandemic economic reopening, the Russia-Ukraine conflict, the tariff war, and now the Middle East energy disruption triggered by the Iran conflict. Each has forced the Fed to recalibrate its inflation and growth outlook in real time, and the current shock arrives at a particularly sensitive moment -- with inflation still above target, growth slowing, and energy prices surging. WTI crude has broken above $103 per barrel and Brent has topped $105, with jet fuel prices soaring as the Strait of Hormuz remains effectively blocked to normal commercial traffic despite a nominal ceasefire. The energy shock is feeding directly into inflation expectations, complicating the Fed's ability to pivot toward easing even as growth risks mount -- a classic stagflationary dynamic. Waller's Pivot Signals Internal Shift One of the clearest indicators of the Fed's internal recalibration comes from Governor Christopher Waller, who as recently as last year supported three rate cuts driven by concerns about labor market softening. This month, Waller has turned notably cautious on inflation risks -- a significant shift from one of the more dovish voices on the board that suggests the stagflation concern is gaining traction inside the institution. Fed officials broadly do not expect inflation to return to the 2% target for at least another year, a timeline that effectively rules out near-term rate cuts unless growth deteriorates sharply enough to override the inflation constraint. What Markets Are Watching With the rate decision itself a non-event, the entire market focus falls on the post-meeting statement and Powell's final press conference as chair. The key signal traders are watching: will the Fed describe the current pause as a temporary delay in an ongoing easing cycle, or will it shift language in a way that suggests the rate cut path has been meaningfully pushed back? For crypto markets, the distinction is significant. Bitcoin has been partially supported by expectations of eventual Fed easing, and any language that signals a more prolonged hold could remove a key pillar of the current bull narrative. The meeting also carries symbolic weight as Powell's final act as chair before Kevin Warsh's confirmation hearing -- adding a layer of institutional transition uncertainty to an already complex policy backdrop.

Fitch Ratings has projected that the Bank of Japan will continue to raise interest rates. According to Jin10, the policy rate is expected to increase as part of this ongoing monetary policy adjustment.

Key TakeawaysBitcoin has risen approximately 14% over the past month and is on track for its fourth consecutive weekly gain, with the $82,000 CME gap now the key technical targetQCP Capital warns the next move will either confirm a sustainable recovery or become "another classic bull trap" depending on whether Bitcoin can close above $82,000A successful break above $82,000 could open a path to $90,000, per QCP CapitalThe Fed is expected to hold rates at 3.50%–3.75% with 100% probability priced in; the tone of the statement remains the key variableEarnings from Microsoft, Amazon, Meta, Alphabet, and Apple this week represent the first major test of broad risk appetite since the outbreak of the US-Iran conflictBitcoin's four-week recovery is approaching a technically significant threshold, with the $82,000 CME gap emerging as the level that will determine whether April's strong gains represent the beginning of a sustained uptrend or another false breakout in a still-fragile market.Bitcoin has climbed approximately 14% over the past month and is poised for its fourth consecutive week of gains, according to Decrypt cited by BlockBeats on April 28. The market's attention has shifted from the contested $80,000 resistance to the CME futures gap at $82,000 -- a level that, if closed on a daily basis, could set the stage for a move toward $90,000.QCP Capital: $82,000 Is the Defining LevelQCP Capital framed the current juncture in binary terms. "Whether the next upward move will become another classic bull trap or a more sustainable recovery will depend on whether Bitcoin can close above $82,000," the Singapore-based firm said. "If Bitcoin successfully breaks through $82,000, it could potentially rise to $90,000."QCP also noted a shift in derivatives market positioning, observing that investors are gradually re-engaging with upside exposure while downside hedging has slowed compared to previous weeks -- a sign that the options market is beginning to reflect more balanced sentiment rather than the persistent put-heavy skew that has characterized much of the bear market period.Big Tech Earnings: First Real Risk Appetite Test Since Iran WarThe most immediate macro variable is the earnings slate from five of the "Magnificent Seven" companies -- Microsoft, Amazon, Meta, Alphabet, and Apple -- all reporting this week. Wenny Cai, founder of Anchored Finance, described the reports as "a significant test of broader risk appetite," noting they will be the first meaningful earnings catalyst since the outbreak of the US-Iran conflict in late February.Strong results would likely reinforce the risk-on environment that has supported Bitcoin's April recovery and could provide the catalyst needed to push through $82,000. Disappointing earnings, by contrast, could unwind the equity-crypto correlation trade at a critical technical juncture.Fed Hold Fully Priced; Tone Is What MattersThe Federal Reserve's policy meeting adds another layer of macro risk to the week. Markets are pricing in a 100% probability that rates will remain in the 3.50%–3.75% range, making the decision itself largely a non-event. The focus will fall entirely on the accompanying statement and Fed Chair commentary for signals on the inflation and easing outlook -- particularly relevant given the sharp rise in oil prices and the ongoing geopolitical premium in energy markets.Structural Foundation Remains SolidDespite the near-term binary risks, Cai described Bitcoin's underlying structure as sound. She cited continued ETF inflows and improving institutional participation as evidence of a strengthening demand base, while cautioning that until clearer macro tailwinds or regulatory clarity emerge, Bitcoin's price movements "will continue to be driven by a combination of technical levels, positioning, and news-driven volatility."The combination of a CME gap at $82,000, a fully priced Fed hold, and a packed tech earnings week makes the next five trading days one of the most consequential windows for Bitcoin's near-term direction since the April recovery began.

ZKJ experienced a significant price increase, rising more than 516% in the past 24 hours to reach $0.138. According to NS3.AI, data from Coinglass indicates that this sharp movement resulted in $2.71 million in liquidations during the same period.

Key Takeaways CFTC Chairman Brian Selig confirmed the agency is deploying AI to review crypto registration applications and assist in market monitoring following staff reductions of more than 20%AI tools will flag incomplete submissions, identify errors, reject clearly deficient applications, and accelerate feedback -- replacing functions previously handled manuallyThe CFTC is positioning itself as the leading US crypto regulator, with Selig asserting exclusive CFTC jurisdiction over prediction market platforms including Kalshi, Polymarket, Crypto.com, Coinbase, and GeminiThe agency has sued multiple states, most recently New York, to defend its exclusive jurisdiction over prediction markets against state gambling law challengesSelig has been CFTC chairman for four months, during which the agency has expanded into crypto and prediction market regulation The US Commodity Futures Trading Commission is turning to artificial intelligence to plug a significant staffing gap after losing more than one-fifth of its workforce, with Chairman Brian Selig announcing on April 28 that AI will be deployed to review crypto registration applications and support market surveillance functions. Speaking publicly, Selig acknowledged that the agency's current registration process relies on manual document submissions -- a system he described as ripe for automation. "We are building systems to automate it and make it much more efficient," he said, adding that AI tools will be used to "review applications, flag certain things for staff, make their work easier, get them to provide feedback much faster, and reject applications that are clearly not substantially complete." Selig outlined specific AI capabilities the agency is developing, including the ability to identify gaps in submissions, flag inadequate descriptions, spot obvious errors, and either reject non-compliant applications outright or deprioritize them in the review queue. "We can see that there are gaps in the submissions, inadequate descriptions, or obvious errors that are identified by AI, and AI can reject these applications or put them at the end of the queue," he said. Staffing Cuts Drive the Push The AI initiative is a direct response to workforce reductions carried out under President Trump's federal personnel reduction program, which left the CFTC operating with significantly fewer staff. Rather than seeking to replace headcount through conventional hiring, Selig has framed AI and automation as a structural solution to the manpower gap -- a position that reflects both budget constraints and the administration's broader push to reduce the size of federal agencies. CFTC Emerges as Lead Crypto Regulator The staffing and technology developments come as the CFTC positions itself as the primary regulatory authority for crypto markets in the US -- a role that has grown in significance as the regulatory landscape for digital assets continues to evolve under the Trump administration. Selig has been at the helm for four months, a period during which the agency has expanded its regulatory footprint into both crypto markets and prediction platforms. Prediction Market Jurisdiction Sparks State Battles Selig's most controversial regulatory move has been asserting exclusive CFTC jurisdiction over prediction market platforms including Kalshi, Polymarket, Crypto.com, Coinbase, and Gemini. The stance has put the federal agency in direct conflict with state governments that argue these platforms violate state gambling laws, particularly in the context of sports betting markets. The CFTC has responded aggressively, suing multiple states to defend what Selig describes as the agency's exclusive jurisdiction. The most recent lawsuit targets New York. The jurisdictional battle sets up a significant legal confrontation between federal crypto regulatory authority and state-level gambling oversight -- a conflict with broad implications for how prediction markets and crypto derivatives platforms are regulated across the US.

Theo dữ liệu thị trường GMGN, có sự chênh lệch giá cực lớn giữa hợp đồng tương lai ZKJ và giá giao ngay. Giá hợp đồng vĩnh cửu là 0,03034 đô la, trong khi giá giao ngay trên chuỗi là 0,1165 đô la, thể hiện mức tăng 450% trong 24 giờ, với chênh lệch giá là 74%.

Czech Central Bank official Seidler has commented on the ongoing Middle East conflict, stating that the longer the conflict persists, the greater the likelihood of interest rate hikes. According to Jin10, Seidler also mentioned that it is conceivable to temporarily disregard the current situation.

Diễn biến thị trường tiền điện tử, dòng vốn, vị thế và các xu hướng trong tháng 4 năm 2026.

Jinse Finance ra mắt "Jinse Web3.0 Daily", cung cấp cho bạn những tin tức mới nhất và nhanh nhất về AI, DeFi, DAO, NFT và ngành công nghiệp metaverse.

Giá cổ phiếu của Nvidia đã đạt mức cao kỷ lục mới, nhưng mức tăng trưởng từ đầu năm đến nay lại thấp hơn đáng kể so với toàn ngành bán dẫn. Các nhà phân tích tin rằng sự "thấp kém" này thực chất lại tạo ra một cơ hội mua vào mới.

Sau ba năm phát triển nhanh chóng, toàn bộ ngành công nghiệp trí tuệ nhân tạo đã rũ bỏ hào quang lý tưởng ban đầu và bước vào giai đoạn thương mại hóa đầy thử thách.

Những luật và quy định nào chi phối quá trình này? Đâu là ranh giới cho việc "rửa tiền" khi mở rộng hoạt động ra nước ngoài? Các công ty nên lựa chọn chiến lược của mình như thế nào bắt đầu từ hôm nay?

Đừng chỉ nhìn vào sách trắng, thông tin về đội ngũ phát triển hay kết quả kiểm toán. Thay vào đó, hãy kiểm tra xem có rủi ro nào như đặc quyền quản trị viên bị che giấu, phát hành token tùy ý hoặc điểm kiểm soát duy nhất trong hợp đồng thông minh hay không. Đồng thời, hãy chú ý xem việc phân phối token có quá tập trung hay không và liệu có các cơ chế khóa và quản trị minh bạch hay không.

Giao dịch trước IPO, nền kinh tế token, Arkstream Capital: Làm thế nào người bình thường có thể tham gia đúng cách vào các đợt Pre-IPO được token hóa (Jinse Finance), Pre-IPO truyền thống thực chất là gì? Nhà đầu tư cá nhân có thể tham gia như thế nào?

Thị trường càng tăng cao, càng trở nên nguy hiểm hơn - đây không phải là trực giác của người bi quan, mà là lời cảnh báo từ mô hình định lượng của Bank of America.

Một chiến dịch lừa đảo mới nhắm vào người dùng Robinhood đang làm mờ ranh giới giữa thật và giả đến mức nguy hiểm—lợi dụng một lỗ hổng ít người biết đến trong Gmail để gửi các email tấn công trông hoàn toàn xác thực, thậm chí vượt qua tất cả các kiểm tra bảo mật tiêu chuẩn.

Trong bài phát biểu này, Hayes giải thích lý do tại sao ông lạc quan về Bitcoin, tại sao Kevin Walsh không phải là người cứng rắn như mọi người lo sợ, và làm thế nào một quy định ngân hàng được lặng lẽ có hiệu lực vào ngày 1 tháng 4 có thể giải phóng hàng nghìn tỷ đô la tín dụng mới.