金融市场正迎来超级周，五大央行集中议息、关键经济数据、科技巨头将公布财报。这些经济数据将直接影响第二季度全球经济与资产定价。

三件事：1、恢复 rsETH 储备支持，2、清理受影响头寸并回收抵押品，3、恢复正常市场运营。

如果 UCP 是发现的标准，那么 AP2 就是将问责制落实到交易中的标准。

Iranian crude exports have decreased by nearly 70%, reaching approximately 567,000 barrels per day, following the U.S. blockade of maritime traffic to Iranian ports near the Strait of Hormuz. According to NS3.AI, Kpler analysts indicate that Iran's unused crude storage capacity is limited to 12–22 days. Goldman Sachs projects that production losses in the Persian Gulf, amounting to 14.5 million barrels per day, are depleting global oil stockpiles at a record rate of 11–12 million barrels per day through April. The impact on revenue may be postponed by 3–4 months due to the time required for cargoes to reach China and the payment cycles involved.

链上侦探 ZachXBT 在 X 平台发文表示，没有人提及 Altman 的另一家公司 WorldCoin（亦称 World），该公司推出了低流通量的加密代币 WLD，其规模与 SBF/FTX 公司相当。他们通过赠送少量 WLD 代币获取低收入国家居民的生物识别数据。该技术原本旨在验证人类身份，但已导致已验证账户的黑市交易。该代币供应以不可持续的速度膨胀，内部人士定期进行场外交易持有。

Saudi Arabia is likely to reduce its official oil selling prices (OSP) for Asia in June, according to a survey of industry insiders. This potential price adjustment comes after spot premiums have declined and demand has cooled following weeks of supply disruptions due to the U.S.-Israel conflict with Iran. According to Jin10, four sources indicated that the flagship Arab Light crude's June OSP might be lowered to a premium of $7.50 to $14.50 per barrel over the average prices of Dubai and Oman crude, which is $5 to $12 less than the May OSP. The wide forecast range reflects ongoing uncertainty among Asian buyers. The anticipated price cut follows a significant weakening in the spot market since late March. Data shows that the Dubai spot price premium over swap prices fell to $9.17 on Monday, a sharp drop from the historical high of over $60 in March when supply was disrupted. Since April, the average Dubai crude premium has been $15.22 per barrel, less than half of March's average of $38.30, with Oman spot premiums showing similar trends. Respondents also expect other crude grades' June OSP to be reduced by $5 to $12. Saudi Arabia typically announces its oil OSP around the fifth day of each month.

GANA Labs has officially announced the upcoming launch of a new interface and product aimed at providing a more efficient, secure, and convenient digital asset payment experience for users worldwide. According to Odaily, GANA Labs emphasized its commitment to technological innovation as the core of its operations, aiming to create an open, transparent, and sustainable Web3 payment network. The company seeks to ensure that every digital asset transaction generates real value and contributes to transforming global payment methods.

币安钱包公布 zkPass（ZKP）Booster 活动第二阶段参与门槛，用户需达 61 分 Alpha 积分方可参与，参与该活动将消耗 5 积分。

RWA是Web3历史上第一次真正获得传统金融主动拥抱的叙事。

An anonymous whale address has initiated a new short position of 300 BTC, valued at $23 million, on the Hyperliquid platform. According to NS3.AI, Hyperinsight revealed that this address has successfully executed nine consecutive profitable Bitcoin short trades since the beginning of this month.

Eurozone bond yields increased by 3-4 basis points after a European Central Bank survey revealed that consumers significantly raised their inflation expectations in March. According to Jin10, this development reflects growing concerns about inflationary pressures within the eurozone.

Hyperbot data indicates that Huang Licheng has closed his entire position of 12,888.88 HYPE tokens. According to Odaily, he also reduced his leveraged positions in Bitcoin and Ethereum, with leverage ratios of 40x and 25x, respectively. The current value of his holdings is approximately $76.47 million, with a return on investment of -16.24%. Despite achieving profits in 11 out of 13 trades over the past week, resulting in a success rate of 86.2%, he is currently experiencing unrealized losses due to market declines.

GANA Labs 今日正式宣布，全新界面与产品即将上线，旨在为全球用户提供更加高效、安全、便捷的数字资产支付体验。GANA 表示将继续以技术创新为核心，打造一个开放、透明、可持续的 Web3 支付网络，使每一笔数字资产交易都能创造真实价值，并推动全球支付方式的变革。

According to CNBC, Tom Lee, head of research and managing partner at Fundstrat Global Advisors, said the S&P 500 surpassing 7,700 this year is "very probable," citing the economy's resilience through the Iran war, a strong earnings season in which more than 89% of companies have beaten estimates by over 1,200 basis points, and early signs of AI-driven productivity gains. The index closed at a record 7,173.91 on Monday, about 7.3% below Lee's target. Lee also noted improving private credit underwriting conditions as a further tailwind. "For stocks for the year, the upside case is strengthening," he said.

稳定币总市值高达 3100 亿美元，其中大部分资产始终沉淀闲置，无法产生任何收益。

加密货币交易所Gemini推出了“Agentic Trading”系统，该系统允许用户将ChatGPT和Claude等AI模型直接连接至其交易所账户——从而将市场监控、交易执行和风险管理等职责交由自主系统负责。

Solana公司通过出售股份筹集了约800万美元，其中部分资金将用于增持SOL并支持公司运营。此举发生在SOL价格暴跌且市场交易活动减弱之后，尽管各公司面临压力，但部分机构已开始在低位重新买入。

Token正重塑AI时代的价值坐标，DeepSeek V4预览版发布，又一次成为了“价格屠夫”，但是带来了token定价的新的命题。

OpenAI首席执行官山姆·阿尔特曼在有报道称该公司未能向当局通报一个与2月坦布勒里奇大规模枪击案嫌疑人有关联的ChatGPT账户后，发表了公开道歉。那场悲剧造成8人死亡。

BitMEX创始人Arthur Hayes在2026年拉斯维加斯比特币大会上表示，随着战时国防开支及美国银行业新规放宽为市场注入新的流动性，他预计BTC价格将在年底前达到12.5万美元。