中信证券表示，从美方核心诉求来看，如果伊朗可以放弃铀浓缩，则将成为美方最核心的战争成果，也是特朗普可以用于安抚国内的最大“成就”。本轮冲突已对其中期选举产生大量负面影响，需及早脱身。自从伊朗伊斯兰革命以来，美国失去了对伊朗核能力控制权，过去几十年的美国总统均未能解决该问题，严重影响了美国的中东战略。相较于伊朗“弃核政绩”在政治宣传上的巨大作用，油价和通胀的间接联系对选举影响可能更小，因此特朗普政府或许在霍尔木兹海峡控制权等议题可以妥协。从伊方核心诉求来看，本次战争已证明海峡封锁、威胁中东基础设施是极为重要的制衡筹码，甚至比核武器威胁更具破坏力和灵活性。相比于成本极高且难以控制尺度的核武器，封锁海峡和打击基础设施只需要依靠低成本的无人机就能对美国和全球经济造成巨大影响，从而形成伊朗对美制衡工具。美伊双方屡次在濒临大规模基础设施破坏的红线前止步，也意味着战争极端升级的概率并不高，极端油价、剧烈的衰退或滞胀的可能性在降低。(金十)

Citic Securities stated on April 12 that if Iran were to abandon uranium enrichment, it would represent a significant achievement for the U.S., particularly for U.S. President Donald Trump, who could use it to appease domestic concerns. According to Jin10, the ongoing conflict has already negatively impacted the midterm elections, necessitating a swift resolution. Since the Iranian Islamic Revolution, the U.S. has lost control over Iran's nuclear capabilities, a challenge that has persisted through multiple U.S. presidencies, affecting America's Middle East strategy. The political impact of Iran's potential nuclear disarmament is seen as more significant than the indirect effects of oil prices and inflation on elections. Consequently, the Trump administration might consider compromises on issues like control over the Strait of Hormuz. From Iran's perspective, the conflict has demonstrated that blocking the strait and threatening Middle Eastern infrastructure are powerful leverage tools, potentially more impactful than nuclear threats. These actions, which can be executed with low-cost drones, pose significant risks to the U.S. and global economies, providing Iran with a strategic counterbalance. Repeated near-escalations to large-scale infrastructure damage suggest that the likelihood of extreme war escalation is low, reducing the chances of extreme oil prices, severe recession, or stagflation.

Former Bank of China Vice President Wang Yongli has expressed that the United States' method of classifying and regulating crypto assets warrants examination. According to NS3.AI, Wang Yongli noted that the CLARITY Act guidance document represents a notable advancement. However, he emphasized that nations should tailor their crypto asset regulations to align with their specific circumstances.

X 产品负责人兼 Solana 顾问 Nikita Bier 发文表示，本轮创作者分成周期中，所有聚合账号的分成均已被下调至 60%。下一周期将再减少 20%。Nikita Bier 指出，每天在时间线上发布的大量盗用转载和标题党内容，不仅挤占了真正创作者的生存空间，也阻碍了新作者的成长。下一步，将对那些习惯性发布标题党内容，并在每条帖子中使用“BREAKING”标签的用户，永久扣除收益。X 不会限制言论或传播范围，但不会为操纵分发机制或误导用户行为提供收益补偿。

一名 27 岁德国籍黑客 Noah Christopher 在泰国曼谷被逮捕，其在欧洲面临多达 74 项网络犯罪逮捕令。调查显示，此人涉嫌在 2021 至 2025 年间开发并运营勒索软件平台及“网络犯罪即服务”（CaaS）体系，包括提供分布式拒绝服务（DDoS）攻击工具（如 Fluxstress、Neldowner），协助全球客户发起网络攻击并收取报酬，相关赎金支付涉及加密货币及其他数字资产，构成跨国网络犯罪活动，目前其签证已被吊销，正被羁押等待引渡至德国。（BangkokPost）

On April 12, X Product Head Nikita Bier announced a reduction in revenue share for aggregator accounts to 60% during the current creator cycle. According to BlockBeats, this decision is attributed to the prevalence of accounts reposting stolen content and clickbait, which has limited exposure for genuine creators and hindered the growth of new authors. The platform plans to further decrease the share by 20% in the next cycle. Additionally, X intends to impose permanent revenue deductions on accounts that frequently use sensationalist tags like 'BREAKING' to attract traffic. While X will not restrict speech or distribution, it will not provide revenue compensation for those manipulating distribution mechanisms or misleading user behavior.

A senior Reserve Bank of India official has expressed criticism towards foreign-exchange market makers, attributing them to exacerbating the rupee's weakness amid ongoing tensions in the Middle East. Bloomberg posted on X, highlighting the official's concerns over the impact of market activities on the Indian currency. The official emphasized the need for more responsible behavior from market participants to stabilize the rupee during geopolitical uncertainties. The remarks come as the rupee faces pressure due to external factors, including regional conflicts and global economic shifts. The Reserve Bank of India continues to monitor the situation closely, aiming to implement measures that could mitigate the adverse effects on the national currency.

阿根廷证券交易委员会（CNV）现已将加密货币认定为资产，这些资产可计入个人净资产，从而使个人符合投资者资格。据悉，阿根廷证券交易委员会（CNV）发布了第 1125/2026 号总决议，规定虚拟资产将被视为个人净资产的一部分，用于判定该国合格投资者的资格。该决议将虚拟资产定义为“任何可通过数字方式交易和/或转让，并用于支付或投资的数字价值表现形式”，这意味着加密货币、代币化资产甚至稳定币均可作为此类资产使用。（News.bitcoin）

加密分析师 Murphy 在 X 平台发文表示，当前比特币短线交易难度极高，对大多数投资者而言，未来 6 个月坚持定投或为更优策略，胜率接近“100%”，投资与交易应严格区分，其过去两个月仅进行 4 笔交易，其中 3 笔盈利、1 笔亏损，最新一笔在 71,500 美元及 73,000 美元分批建仓，平均成本 72,300 美元，使用 5 倍杠杆，在行情波动中触及止损离场。因此，避免“扛单”和侥幸心理至关重要，否则易形成小盈大亏的风险模式，应以大周期趋势为主导进行决策，短线交易需严格纪律执行，分析的核心在于服务交易，而非情绪化博弈。

原中国银行副行长王永利撰文《辩证看待美国的加密资产政策》，他指出关于加密资产分类监管清晰法案（CLARITY Act）的解释性、指引性实施细则文件《联邦证券法对特定加密资产及相关交易的适用》是美国在加密资产定性与监管上的重要改进，值得全世界在加密资产认知、定性与恰当监管上学习借鉴，但对美国加密资产政策仍需辩证对待，美国对加密资产进行分类监管值得借鉴，对加密资产创新发展必须要有恰当效的监管，辩证看待美国加密资产监管政策变化：一是对链上加密世界的发展必须高度重视；二是必须在准确把握加密资产本质属性基础上实施分类有效监管；三是在加密资产上，既要学习借鉴美国的经验教训，又必须实事求是坚持从本国国情出发。

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从「石器时代」的威胁，到两周停火的迅速落地，这场围绕伊朗的冲突在短时间内经历了急剧转折。表面上看，局势降温、市场反弹，但更深层的结构性问题并未因此得到解决。

近日，《The New York Times》发布长篇调查报道，重新追问一个困扰加密行业 17 年的问题：中本聪究竟是谁？

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数字银行、加密卡、钱包、超级应用和 DeFi 协议都在朝着同一个目标汇聚：成为新时代里你储蓄、消费、赚钱和转账的主要入口。

这篇文章就来聊聊我在现场的感受。分享给所有还在观望、或者已经在路上的 AI 时代创业者。

Uniswap的历次版本迭代是 DeFi 市场活力的源泉之一，然后 Uniwap 自 2023 年以来再未提出实质性的创新，代币价格与市场影响力陷入低迷。

自主 AI 代理（Autonomous AI agents）将需要相互发现、相互支付，并决定是否信任彼此——而这一切都无需人类参与。

OpenAI首席执行官住宅遭袭击，Altman警告AI焦虑情绪正使局势趋于危险。