“美联储传声筒”Nick Timiraos：美国 3 月核心 CPI 略低于预期，为 0.196%。不过，一个月的数据并不能说明太多。美联储希望看到能源价格下降（加上对关税传递效应结束的更多信心），而且可能更多的能源影响（机票、运输）还在前面。(金十)

Hyperliquid platform whales currently hold positions valued at $3.721 billion, according to ChainCatcher. Data from Coinglass reveals that long positions account for $1.902 billion, representing 51.13% of the total holdings, while short positions amount to $1.818 billion, making up 48.87%. The long positions have incurred a loss of $6.8165 million, whereas the short positions have gained $17.7438 million. Notably, a whale address identified as 0xa5b0..41 has engaged in a 15x leveraged long position on ETH at a price of $2,148.7, currently showing an unrealized profit of $2.6246 million.

In the last 10 minutes, a significant BTC long position was liquidated on Hyperliquid, according to ChainCatcher. The position, held by the entity identified as 0x1e9, was closed at a price of $71,463, resulting in a substantial sell order. The position was initially opened today at 6 a.m. UTC+8, when BTC was trading above $72,000. It involved 247 BTC, equivalent to approximately $17.65 million. As the price declined, the holder opted for a rapid stop-loss exit, incurring a loss of about $180,000.

The U.S. Consumer Price Index (CPI) report for March is set to be released tonight at 8:30 PM UTC+8. According to ChainCatcher, the report is expected to significantly demonstrate the impact of the Iranian energy shock for the first time. Combined with the effects of tariff transmission, the March data may show a substantial rebound.

Ethereum's price fluctuations could lead to substantial liquidations on major centralized exchanges. According to ChainCatcher, Coinglass data indicates that if Ethereum falls below $2,082, the liquidation intensity for long positions could reach $974 million. Conversely, if Ethereum surpasses $2,299, the liquidation intensity for short positions could amount to $855 million.

Forex analyst Carter Johnson has noted a significant drop in the U.S. dollar spot index, which has fallen approximately 1.4% this week. According to Odaily, this marks the largest weekly decline since January. During the U.S.-Iran conflict, the strategy of buying dollars and oil proved effective. However, as the forex market transitions to a phase driven by news headlines, particularly concerning negotiations under a fragile ceasefire, this strategy may face challenges.

外汇分析师 Carter Johnson 表示，在 CPI 数据公布后的市场格局下，美元现货指数本周已累跌约 1.4%，料将创下 1 月份以来最大单周跌幅。就美伊冲突期间明确的宏观交易策略而言，买入美元和石油的效果相当不错。但随着外汇市场进入下一个依赖新闻头条进行交易的阶段（这次是关于脆弱停火背景下谈判的报道），这一策略将面临考验。(金十)

Key TakeawaysU.S. CPI rose 0.9% MoM, largest increase since 2022.Inflation hit 3.3% YoY, fastest pace since 2024.Gasoline accounted for ~75% of the monthly increase.Core CPI (ex-food & energy) slowed to 0.2% MoM.Inflation Surges on Energy ShockLatest data from the U.S. Bureau of Labor Statistics shows a sharp acceleration in inflation for March, with headline CPI rising 0.9% month-on-month.This marks the largest monthly increase since 2022, highlighting the growing impact of energy prices on the broader economy.Gasoline Prices Drive Majority of IncreaseThe surge in inflation was overwhelmingly driven by rising fuel costs linked to geopolitical tensions.Key detail:Gasoline contributed nearly three-quarters (~75%) of the CPI increaseThe spike reflects the ripple effects of higher oil prices amid the Iran conflict, which has tightened global energy supply.Yearly Inflation Accelerates to 3.3%On a yearly basis:CPI rose 3.3% YoY, the fastest pace since 2024This suggests inflation pressures are re-accelerating after a period of relative stabilization.Core Inflation Shows Signs of CoolingDespite the headline surge, underlying inflation remains more contained:Core CPI (excluding food and energy): +0.2% MoMThis indicates that:Price pressures are still largely energy-drivenBroader inflation may not yet be fully entrenchedMarket ImplicationsThe data presents a mixed signal for markets:Bullish for rates / USD:Strong headline inflationReinforces “higher-for-longer” Fed stanceNeutral-to-positive for risk assets (conditionally):Core inflation remains controlledSuggests inflation spike may be temporary if energy stabilizesEnergy vs Core Inflation BattleThe key question going forward is whether energy-driven inflation spills into the broader economy.Markets will closely watch:Wage growth trendsCore inflation trajectoryOil price stabilityIf energy pressures persist, inflation could remain elevated. If not, the spike may prove temporary.For now, the data reinforces a macro environment of elevated uncertainty, with inflation increasingly tied to geopolitical developments.

伊朗领导人特使表示，美国与伊朗在伊斯兰堡的谈判可能会持续两到三天。(金十)

Market analyst Enda Curran has highlighted mixed signals in the Consumer Price Index (CPI) basket when energy factors are excluded. According to Jin10, new car prices saw a month-on-month increase of 0.1%, with new sedan prices rising by 0.3%. In contrast, prices for used cars and trucks fell by 0.4% month-on-month. Curran noted that any tariff impacts within these figures are not immediately apparent.

无论大模型进化到何种高度，构建 Agent 的第一原则永远是：让智能的归 AI，确定的归代码。

人工智能,AI Agent,AI 智能体在链上落地为何障碍重重？ 金色财经,区块链为机器而建，却不为智能体而设计。

在应用场景和发展路向方面，余伟文表示，鼓励发行人探索并拓展实体经济相关应用，包括跨境支付、本地支付、代币化资产交易、创新应用等

AI 正在催生出一类新的创业公司：它们不需要很大的初始团队，不需要很重的固定成本，也不一定需要持续依赖多轮融资。

对于香港而言，这一轮稳定币牌照的落地，不仅是对既有虚拟资产框架的延伸，更是在支付与结算层面的一次关键布局。

香港已根据其新的监管框架颁发了首批稳定币发行牌照，获批机构包括汇丰银行香港分行以及由Anchorpoint Financial牵头的、与渣打银行有关联的财团。

埃隆·马斯克旗下的人工智能公司xAI已对科罗拉多州提起诉讼，称针对算法歧视的新规可能限制言论自由，并迫使其聊天机器人Grok必须符合该州规定的公平与公正标准。

2026年4月10日，香港金融管理局宣布，金融管理专员根据《稳定币条例》向碇点金融科技有限公司及香港上海汇丰银行有限公司授予稳定币发行人牌照，以在香港发行稳定币。

日本已批准一项法案，将加密货币纳入《金融证券法》的监管范围，并引入了内幕交易规则、更严厉的处罚措施，以及针对发行人的年度信息披露要求。

SOLANA,节点数量下降 70% 后 这次 Solana 着急了 金色财经,Solana 节点数量已较历史高点下降七成。