据 Gate 数据，美元指数 DXY 下跌 1%，抹平 2026 年以来的全部涨幅。(金十)

U.S. Defense Secretary Pete Hegseth announced on April 8 that the United States has achieved a decisive military victory in Iran. According to BlockBeats, Iran had sought a ceasefire agreement following the U.S. launching 800 airstrikes on Tuesday night, which destroyed Iran's defense industry infrastructure. As a result, Iran is no longer capable of producing missiles, rockets, or drones. The ceasefire signifies that Iran will never possess nuclear weapons. The U.S. has accomplished its military objectives in Iran, and the ceasefire is described as a pause, with coalition forces ready to resume operations if necessary. The U.S. hopes Iran will choose lasting peace. All parties have agreed to open the Strait of Hormuz, allowing ships to pass through, and warships will "navigate" the strait. The ceasefire agreement will take some time to come into effect.

韩国金融服务委员会（FSC）表示，将收紧加密货币交易所提现延迟系统的豁免规则。FSC 指出，此前各交易所自行设定豁免标准且缺乏统一最低要求，导致不法分子可通过满足账户年限或交易历史等简易条件快速转移资金。FSC 联合金融监督院（FSS）及数字资产交易所联盟（DAXA）制定了统一框架，要求交易所在评估用户是否符合豁免条件时须综合考量交易频率、账户历史及存取款金额等因素。2025 年 6 月至 9 月期间，获得提现延迟豁免的账户占加密货币交易所欺诈账户的 59%，相关损失占比达 75.5%。FSC 表示，模拟测试显示新规下符合豁免条件的用户比例将降至约 1%。FSC 还将通过定期核查、资金来源验证及可疑提现活动监控等方式加强对已获豁免用户的监督。此外，FSC 于周二要求各交易所每五分钟核对一次内部账本与实际资产持有情况，该指令与 Bithumb 比特币支付错误事件相关的内控审查有关。

In April, the World Gold Council reported that global gold ETFs experienced a record outflow of $12 billion in March. According to Jin10, this significant outflow halved the first quarter's inflow to $12 billion and ended North America's nine-month streak of inflows. Despite this trend, Asia saw strong inflows, achieving a record quarterly growth that helped maintain the overall inflow trend for the first quarter. Despite the sell-off, global gold holdings increased by 62 tons in the first quarter, and liquidity in the gold market remained robust, with trading volumes rising across major venues.

Apple's stock experienced a significant drop on Tuesday, falling nearly 5% before closing down 2%. According to NS3.AI, the decline is attributed to growing concerns over technical difficulties in developing a flagship foldable iPhone. Additionally, Apple is currently involved in a patent dispute in China concerning its Siri technology. The company is set to report its Q2 results on April 30, 2026.

Coinbase 正式将 x402 协议贡献给 Linux 基金会，使其成为一项中立的互联网标准。

Brent crude oil prices have fallen below $90 per barrel, leading to significant losses in leveraged futures positions. According to Odaily, Hyperbot data indicates that Sky co-founder Rune's 20x leveraged WTI crude oil futures and 7x leveraged Brent oil futures are now in the red. Additionally, his 7x leveraged Nasdaq 100 short position and 20x leveraged S&P 500 short position are also experiencing losses. The overall value of these positions has decreased to approximately $3.952 million, with unrealized losses exceeding $610,000.

A crucial east-west oil pipeline in Saudi Arabia, which connects the Gulf region to the Red Sea and facilitates the export of crude oil, was attacked at 1 p.m. local time. According to Odaily, the incident was reported by the Financial Times. The pipeline is vital for transporting oil to overseas markets.

OpenAI has unveiled a policy blueprint designed to bolster the U.S. child protection framework amidst advancements in artificial intelligence. According to NS3.AI, the blueprint focuses on addressing AI-generated or manipulated child sexual abuse material, enhancing reporting and coordination among service providers, and implementing safety-by-design measures in AI systems. These initiatives aim to safeguard children in the digital age by ensuring that AI technologies are developed and utilized responsibly.

Key TakeawaysJack Yi cites Fed policy, geopolitics, and cycle effects as key downside drivers.Warns current correction could be deeper than initially expected.Highlights fading expectations around rate cuts and crypto policy support.Maintains long-term bullish view on Ethereum despite short-term volatility.Macro and Policy Pressures Weigh on Crypto OutlookDuring his Binance Square AMA, Jack Yi warned that current market weakness is being driven by a combination of macroeconomic and structural factors.Speaking in a Binance Square AMA, Yi pointed to unmet expectations for Federal Reserve rate cuts, escalating Middle East tensions, and delays in crypto regulatory reforms as key headwinds for the market.He also noted that previously anticipated catalysts, including discussions around a potential U.S. “national Bitcoin strategy,” have failed to materialize, reducing bullish momentum.Cycle Dynamics Suggest Deeper Correction RiskYi emphasized that the current downturn is not solely macro-driven but also tied to the crypto market’s cyclical nature.According to him, the ongoing correction could extend further than originally expected when factoring in:The four-year market cycleReduced liquidity expectationsWeakening sentimentThis combination increases the likelihood of a more prolonged or deeper pullback phase.Ethereum Outlook Remains Structurally BullishDespite short-term pressure, Yi said his long-term outlook on Ethereum remains unchanged.He attributed recent volatility primarily to external macro conditions rather than a deterioration in Ethereum’s fundamentals.Short-Term Volatility Driven by Broader Financial ConditionsYi added that current market swings are being amplified by broader financial market dynamics, including:Higher-for-longer interest rate expectationsRising geopolitical riskShifting investor positioningThese factors are contributing to heightened volatility across both crypto and traditional markets.

Anthropic's Claude Mythos Preview has identified several long-standing software vulnerabilities, including a 27-year-old bug in OpenBSD, for less than $50 in computational costs. According to NS3.AI, the model also detected flaws in cryptography libraries such as TLS, AES-GCM, and SSH, which could pose risks to DeFi protocols dependent on open-source code. Instead of a public release, Anthropic is collaborating with 40 companies through Project Glasswing to share the model's findings.

漂移案暴露了稳定币法律的空白：Circle拥有冻结资金的能力，却无强制义务，且在执行冻结时缺乏“避风港”法律保护。

Ray Dalio,Ray Dalio 新文：世界正在进入战争周期 金色财经,我们正处在一场短期不会结束的世界大战中。

《金钱自由》不仅是一次个人复盘，更是一场关于时代、技术与权力边界的真实记录。

投资的世界里，有时候最「疯魔」的逻辑，背后可能是最冷静的算计。

Iran’s Bitcoin mining power has collapsed by 77% over the past quarter as conflict intensifies in the region, yet the global network remains largely intact—underscoring a critical reality: Bitcoin’s hashrate is shaped more by market economics than by war.

Elon Musk has amended his lawsuit against OpenAI to seek the removal of CEO Sam Altman and President Greg Brockman and wants any damages to go to the company’s charity arm.

UBS and a consortium of leading Swiss lenders are launching a 2026 sandbox to test a Swiss franc stablecoin, signaling a coordinated push to bring blockchain-based payments into the heart of traditional finance.

这是一份关于预测市场杠杆机制的概览报告，涵盖了当前正在构建的模型、运作方式以及存在的缺陷。

Coinbase has received an Australian Financial Services Licence, allowing it to offer crypto, equity perpetuals, and later expand into futures, options, stock trading, and payments.