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。

Mutual of America Capital Management 经济与固定收益研究副总裁 Jerry Tempelman 表示：市场关注 3 月非农报告以验证劳动力市场的稳定性，今日新增 17.8 万个岗位有助于缓解担忧，而失业率小幅变动至 4.3%尚不足以引发即时关注。然而，“低招聘、低裁员”式的放缓态势不容忽视。无论上月数据多么出乎意料，美联储维持利率的决定早在市场预期之内。这一结果反映了政策制定者在兼顾整个经济所感受到的短期冲击与长期经济稳定之间保持的持续谨慎。(金十)

福布斯最新数据敲定了一个极具悬念的数字：马斯克当前净资产约8230亿美元，距离万亿门槛仅差1800亿左右。

According to the announcement from Binance, the platform is set to expand its trading options on Binance Futures by introducing two new perpetual contracts. These contracts, MUUSDT and SNDKUSDT, will be available for trading starting on 2026-04-07. The MUUSDT Equity Perpetual Contract will launch at 13:30 (UTC), while the SNDKUSDT Equity Perpetual Contract will follow at 13:40 (UTC). Both contracts will offer up to 10x leverage. The MUUSDT contract is designed to track the price of Micron Technology, Inc. Common Stock (Nasdaq: MU), whereas the SNDKUSDT contract will track the price of Sandisk Corporation Common Stock (Nasdaq: SNDK). These contracts will be settled in USDT, with a tick size of 0.01 and a minimum trade amount of 0.01 for both MU and SNDK. The minimum notional value for trading is set at 5 USDT. The funding rate for these contracts is capped at +2.00% and -2.00%, with funding fees settled every eight hours. The interest rate of the funding rate is 0%, and trading will be available 24/7. Binance has noted that these contracts are exempt from the 8.1 Adjustment of Funding Interval rules, meaning the funding interval will remain at every eight hours, regardless of market conditions. The platform may adjust the specifications of these contracts, including funding fees, tick size, and leverage, based on market risk conditions. Additionally, the Multi-Assets Mode is supported, allowing users to trade these contracts across multiple margin assets, such as using BTC as margin. Users are advised to refer to this notice for the most accurate and updated information regarding these new offerings.

Janney Montgomery Scott's Chief Investment Strategist, Mark Luschini, commented on the recent nonfarm payroll report, stating that it presents a mixed picture. According to Jin10, while the overall performance is robust enough to support the Federal Reserve's decision to maintain its current policy stance, the data revision has somewhat diminished the initial impressive figures. The slowdown in wage growth may indicate some easing in the labor market. However, the most crucial aspect is that the unemployment rate has not seen a significant increase, which is a positive sign for the economy.

Interactive Brokers' Chief Strategist, Steve Sosnick, commented on April 3 that discussions about a downturn in the labor market can now be concluded. According to Jin10, the employment data significantly exceeded expectations. Although there was a substantial revision for a single month, the two-month revision was relatively minor. Sosnick emphasized that it is difficult to argue that this is not a robust report. For those anticipating a rate cut, this report does not bolster such hopes.

The CoinDesk 20 index experienced a rise, trading at 1909.43, marking an increase of 0.7% or 12.64 points since 4 p.m. ET on Thursday. According to NS3.AI, nineteen out of the twenty assets in the index saw gains, with NEAR leading at 5.8% and AVAX following at 3.6%. Bitcoin, however, remained unchanged.

链上侦探 ZachXBT 在 X 平台发布“Circle 不作为档案”，指控其自 2022 年以来在合规执行方面存在超 4.2 亿美元的潜在失误，据其披露稳定币发行商 Circle 在多起重大安全事件中未能及时冻结涉案资金，包括 Drift Protocol（2026 年 4 月，损失 2.8 亿美元）、SwapNet（2026 年 1 月，损失 1600 万美元）、Cetus Protocol（2025 年 5 月，损失 2.23 亿美元）等案例。此外在 Mango Markets、Nomad Bridge、Ledger 供应链攻击及 GMX 等事件中，也存在类似延迟或未执行冻结的情况。对比之下，Tether、Paxos 等同行在部分案例中响应更快，ZachXBT 指出尽管 Circle 具备冻结与黑名单功能，并受美国监管，其在多起执法及行业请求下仍反应迟缓，导致大量资金流失，他强调相关统计仅涵盖公开重大事件，实际规模或更高，并质疑 Circle 在合规执行中的实际服务对象。

Carson Group's Chief Macro Strategist, Sonu Varghese, commented on April 3 that the latest labor data indicates that the economy is adding enough jobs to keep pace with population growth. According to Jin10, Varghese noted that this development presents a more complex scenario for the Federal Reserve, making the consideration of interest rate cuts meaningless, especially given the magnitude of the impending inflation shock. He further stated that inflation issues were already present before the Middle East crisis led to soaring energy prices, suggesting that last year's rate cuts were ultimately a mistake.

Carson Group 首席宏观策略师 Sonu Varghese 表示，最新劳动力数据表明经济新增就业岗位足以跟上人口增长。但他指出：“这将使美联储面临更复杂的局面，考虑降息毫无意义，尤其是考虑到即将到来的通胀冲击的规模。”他补充称，在导致能源价格飙升的中东危机之前，通胀问题就已存在，“最终看来，去年实施的降息是一个错误。”(金十)

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