Odaily Planet Daily reports that Coinbase Institutional released its Q2 2026 crypto market outlook, maintaining a neutral stance. The report points out that the escalating situation in Iran disrupted market expectations for fiscal and monetary stimulus, driving funds back into cash assets. Despite significant global market volatility, Bitcoin's decline was significantly smaller than the S&P 500, demonstrating greater resilience amidst the fluctuations. The institution believes that the current macroeconomic environment is rapidly changing, with geopolitical risks intertwined with inflation and interest rate expectations, leaving the crypto market lacking a clear direction in the short term. Coinbase Institutional recommends a neutral allocation, focusing on highly liquid and well-consensus assets such as Bitcoin, awaiting trend signals after geopolitical risks ease and macroeconomic policies become clearer.

According to the official page, Robinhood has launched ORCA.

John Martinis, former head of Google's quantum hardware and 2025 Nobel laureate in physics, warned that Bitcoin could become one of the first real-world targets of quantum computing attacks. He stated that recent Google research shows advanced quantum computers could derive Bitcoin's private keys in minutes, significantly lowering the computational security barriers currently relied upon by the network. Because Bitcoin relies on elliptic curve cryptography and its network upgrades are slow and decentralized, quantum threats are more difficult to counter than those of traditional financial systems. The public key exposure window during Bitcoin transaction broadcasts could be exploited by quantum computers to intercept funds before final confirmation. Martinis emphasized that while building such quantum computers remains an extremely challenging engineering task, the community cannot afford to be complacent and recommends planning quantum-resistant upgrades as early as possible, anticipating that related threats will gradually emerge over the next 5 to 10 years. (CoinDesk)

CME Group has announced plans to introduce futures contracts for Avalanche (AVAX) and Sui (SUI) on May 4, 2026. According to Odaily, this move aims to expand its regulated cryptocurrency derivatives offerings, pending regulatory approval. Market participants will have the option to choose between micro and standard contracts. The AVAX futures will consist of 5,000 AVAX, while the micro AVAX futures will include 500 AVAX. Similarly, the SUI futures will comprise 50,000 SUI, with micro SUI futures containing 5,000 SUI.

South Korea's Financial Services Commission (FSC) announced on Monday that, in response to internal control vulnerabilities exposed by the recent Bithumb payment incident, it has mandated that all domestic cryptocurrency exchanges implement ledger-to-asset reconciliation every five minutes. An emergency inspection revealed that three of the country's five major exchanges only reconciled their accounts once a day, making it difficult to promptly detect and address discrepancies; some systems failed to automatically suspend trading in the event of significant mismatches, raising regulatory concerns. Under the new regulations: 1. Exchanges must establish automated ledger-wallet reconciliation systems with a five-minute cycle. 2. Set criteria for triggering automatic trading suspension due to significant discrepancies. 3. High-risk processes (such as promotional payments) must undergo enhanced review, including third-party verification and multi-level approval. 4. High-risk accounts must be managed independently, and payments must utilize automated verification tools. 5. External audit frequency has been changed from quarterly to monthly, and the scope of disclosure has been expanded to include detailed asset balances by wallet and ledger. The FSC stated that it will complete the relevant rule revisions by April 2026. This follows Bithumb's announcement that its IPO plans have been postponed to after 2028 to allow for strengthened internal controls and accounting policies by 2027; simultaneously, the equity swap between Naver Financial and Dunamu has also been postponed to the end of September. (Cointelegraph)

New York Fed President Williams stated that the impact of the Iran war will push up overall inflation, and the resulting inflationary factors will be directly reflected in overall inflation data. Taking energy factors into account, the inflation rate should be around 2.75%. The current focus is on overall inflation; core inflation has not changed significantly. Tariffs remain a significant factor in inflation, and overall inflation is expected to slow later this year. Monetary policy is currently in a favorable position, and a wait-and-see approach is advisable. Interest rates are currently at a perfectly appropriate level and can be adjusted if necessary. The labor market situation is quite complex, characterized by low hiring and low layoffs. (Jinshi)

CME Group announced plans to launch Avalanche (AVAX) and Sui (SUI) futures contracts on May 4, 2026, further enriching its regulated cryptocurrency derivatives product line. The launch is currently awaiting regulatory approval. Market participants will be able to choose between micro or standard contracts: 1. AVAX Futures: 5,000 AVAX, Micro AVAX Futures: 500 AVAX; 2. SUI Futures: 50,000 SUI, Micro SUI Futures: 5,000 SUI.

U.S. President Donald Trump has been overseeing an economy characterized by low hiring, low layoffs, and low unemployment, according to Jin10. Federal Reserve official Williams highlighted these trends, noting their impact on the overall economic landscape. The current situation reflects a stable job market, with fewer disruptions and a steady employment rate. This environment may influence future monetary policy decisions as the Federal Reserve continues to monitor economic indicators closely.

Federal Reserve Bank of New York President John Williams stated that Federal Reserve Chair Jerome Powell will continue to preside over the Federal Open Market Committee (FOMC) meetings until a new chair is confirmed. According to Jin10, this announcement comes amid ongoing discussions about the future leadership of the Federal Reserve. Williams emphasized the importance of continuity and stability in the central bank's operations during this transitional period. The confirmation process for the new chair is expected to proceed in the coming months, with Powell maintaining his role in the interim.

The Federal Reserve's John Williams has indicated that the ongoing conflict in Iran is expected to drive up overall inflation. According to ChainCatcher, Williams highlighted the potential economic impact of the war, suggesting that it could lead to increased inflationary pressures. This development comes amid broader concerns about global economic stability.

While countries are still discussing the regulatory boundaries of stablecoins, South Korea has taken the issue a step further.

Over the past week, the crypto community has been repeatedly struck by the same signal: the quantum hardware barrier to crack Bitcoin has just experienced a precipitous drop.

Artificial Intelligence, the Overrated Individual: A Survival Guide for "One-Person Companies" in China (Jinse Finance) Automation is one path, but not the only one.

2026 has not been a good year for crypto companies as more and more projects are finding it harder and harder to make ends meet.

Iran, JPMorgan Chase, JPMorgan Chase: Investors have two major misjudgments regarding the situation in Iran. Golden Finance: Beneath the surface calm of the stock market, systemic risks are being severely underestimated.

Projects that rely on short-term hype are being eliminated by the market one by one, while only projects that truly fit the market and can be implemented can survive.

Stablecoins are eating into cross-border payments, and a Hong Kong-listed company has already laid the groundwork.

The central banks of South Korea and France held a two-day seminar in Seoul to discuss how digital assets like stablecoins and CBDCs affect payments and monetary policy.

Argentine President Javier Milei is facing renewed scrutiny after new evidence had been found linking him to the Libra project, despite his repeated denial of having any connection to the project.

Bitget Wallet has launched QR-based crypto payments across Asia-Pacific, letting users pay with stablecoins like USDT and USDC at local merchants directly from their self-custodial wallets.