SpaceX 将其 IPO 目标估值提高至 2 万亿美元以上，该公司正准备向潜在投资者推介这一可能是史上最大规模的 IPO。SpaceX 估值在数月内将增长近三分之二。今年 2 月，SpaceX 收购 Elon Musk 旗下 xAI 后，合并公司估值为 1.25 万亿美元。若以超 2 万亿美元估值上市，SpaceX 市值将超过标普 500 指数中除 Nvidia、Apple、Alphabet、Microsoft 和 Amazon 之外的所有公司，也将超过 Meta 和 Tesla。SpaceX 已秘密提交 IPO 申请，上市最早可能在 6 月进行，预计筹资至多 750 亿美元，远超此前最大 IPO——Saudi Aramco 2019 年 290 亿美元的纪录。所筹资金将用于太空 AI 数据中心和月球工厂项目。SpaceX 已选定 Bank of America、Citigroup、Goldman Sachs、JPMorgan Chase 和 Morgan Stanley 担任 IPO 主要承销商，并计划于下周一召开银行团电话会议，4 月晚些时候进行分析师简报。Bloomberg Intelligence 分析师指出，SpaceX 2026 年营收接近 200 亿美元，其中发射业务和 Starlink 贡献了大部分收入。

South Korean President Lee Jae-myung and French President Emmanuel Macron held talks at the Blue House in Seoul to discuss the international crisis triggered by the Middle East conflict. According to RTHK, during the extensive discussions, President Lee expressed concerns over the escalating conflict in the Middle East, which is causing global instability and affecting the world economy and energy sectors. He emphasized the importance of the meeting in fostering peace in the Middle East and stabilizing the energy supply chain. President Macron highlighted the potential for enhanced cooperation between the two nations in the defense sector to help stabilize the Middle East situation. He stressed the importance of stopping violence and conflict in regions such as the Strait of Hormuz. Macron also expressed confidence that countries not seeking dominance and concerned about the current uncertainties could collaborate effectively. The leaders also discussed strengthening bilateral cooperation. President Macron invited President Lee to attend the G7 Summit in France in June, an invitation that President Lee accepted.

Bitcoin may serve as a real-time risk barometer while major markets, including those in the U.S., are closed for Easter. According to NS3.AI, Bitcoin's ability to trade 24 hours a day allows it to react to geopolitical developments and oil price volatility over the weekend. However, due to low liquidity during weekends, any significant movement would need to extend into traditional markets upon their reopening on Monday to be considered reliable.

According to Jin10, several major banks have released their forecasts for the U.S. average hourly wage growth. Citibank predicts an annual growth rate of 3.5%, while JPMorgan Chase and TD Securities both forecast 3.6%. Barclays, Capital Economics, and several others expect a 3.7% increase. HSBC, UBS, and BNP Paribas anticipate a growth rate of 3.8%, aligning with the previous value. For the monthly wage growth, Citibank projects a modest increase of 0.1%, with JPMorgan Chase, Mizuho Bank, and TD Securities forecasting a 0.2% rise. Wells Fargo and Imperial Bank expect a 0.3% growth, while Barclays and several others align with this prediction. Goldman Sachs, HSBC, and Moody's Analytics also foresee a 0.3% increase. Nomura Securities, UBS, and Sumitomo Mitsui project a 0.3% rise, while BNP Paribas and Bank of America anticipate a 0.4% growth. Standard Chartered and Helaba Bank forecast a 0.4% increase, with Lloyds Bank slightly higher at 0.43%. Reuters' survey indicates an expected monthly growth rate of 0.3%.

Iran has issued a stern warning regarding potential attacks on its infrastructure. According to Odaily, a spokesperson for Iran's Khatam al-Anbiya Central Command stated that any assault on Iranian bridges, power plants, or energy facilities would provoke a strong response targeting all U.S. and Israeli assets in the region and occupied territories. The retaliation would also extend to critical assets of U.S. allies and host countries, promising to be more intense and destructive than previous actions. The spokesperson emphasized that countries hosting U.S. military bases must ensure the withdrawal of American forces to maintain safety.

据 Onchain Lens 监测，某巨鲸向币安存入 689.34 枚 BTC，价值 4617 万美元。

据伊朗 Press TV 报道，伊朗哈塔姆·安比亚中央司令部发言人称，任何对伊朗桥梁、电厂或能源基础设施的攻击，将会引发对该地区及被占领土上所有美国和以色列资产的打击，也包括针对美国盟友和东道国的关键资产的打击——这将比以往更加猛烈和毁灭性。发言人表示，如果想要保持安全，驻有美军基地的国家必须迫使美军撤离。(金十)

Canada has announced a new regulatory framework in its 2025 budget and Bill C-15, which will bring fiat-pegged stablecoin issuers under the supervision of the Bank of Canada. According to NS3.AI, the framework mandates that stablecoin issuers maintain reserve backing, ensure par-value redemption, and adhere to data security and governance standards. The detailed rules are expected to be developed over a period of up to 18 months, starting early this year, with full implementation aimed for 2027.

Robinhood,交易所,Coinbase,焦虑经济：交易为何爆发式增长 金色财经,未来十年金融市场的核心逻辑。

预计 Strategy's Stretch STRC 本周已筹集足够资金，可购买 4535 枚 BTC，周一将进行大规模购入。（BitcoinTreasuries.NET）

Strategy is set to raise funds through its preferred stock, STRC, this week. According to BlockBeats, the anticipated capital from this offering is expected to facilitate the acquisition of 4,535 bitcoins. This move aligns with the company's ongoing strategy to increase its cryptocurrency holdings.

MARA正主动“瘦身”，将资源从传统挖矿业务中抽离，转向更具增长潜力的AI领域。

Anthropic亲手掀开AI大脑，发现了171个可怕的“情绪开关”。

人工智能,AI Agent,Token,算力,AI时代的省钱哲学：如何把每一个Token花在刀刃上 金色财经,AI时代下的省钱方法论。

看似平静之下却暗流涌动，往往都是暴风雨来临之前的假象。当流动性和波动率低到极至时，随后都会出现更大的波动。

目前而言高油价最大的影响并非经济层面，而是心理层面。关税、移民遣返、人工智能与机器人化带来的影响，远比高油价更持久。

规模达 348 万亿美元的信贷市场正悄然重塑——从垂直整合的银行模式，转向模块化架构，人工智能风控授信与区块链基础设施将从中攫取经济价值。

霍尔木兹海峡封锁推动油价逼近150美元，私募信贷市场赎回压力骤升，AI千亿投资热潮已开始降温......美国财政缓冲空间已近极限，多米诺骨牌随时可能倒下。

官方把token定为“词元”，AI时代的新硬通货。未来人与人的差距，可能就看手里有多少词元了。它能否自由流通？加密生态会发挥作用吗？

稳定币发行市场并未走向单一模式，而是呈现分化格局。不同发行方根据自身规模与市场定位，采用截然不同的核心营收策略并共存发展。