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.

Economist Win Thin has observed that, in retrospect, the Consumer Price Index (CPI) data for March in most countries worldwide was slightly below expectations, with the exception of the United States. According to Jin10, many other countries are increasing fuel subsidies to alleviate the impact on consumers. However, Thin warns that this approach may lead to significant fiscal burdens, making it unsustainable in the long term.

Market analyst Carter Johnson noted that it is interesting how the bond market did not exhibit a larger reaction, given that traders were well-prepared for a hawkish rather than dovish report. According to Jin10, investors have slightly increased their bets on a Federal Reserve rate cut this year. However, the outlook for the labor market remains equally significant for Federal Reserve officials.

According to Odaily, Reuters reports that market pricing continues to bet on the Federal Reserve maintaining interest rates unchanged throughout 2026.

Gate 研究院联合 Global HR 发布《Gate 加密产业就业发展趋势白皮书》，围绕 2026 年 Q1 加密行业的人才结构、岗位变化与 AI 转型趋势展开梳理。报告指出，在市场由扩张转向重构增长的阶段，AI 正加速重塑加密行业的岗位定义与组织方式，具备“AI 工具能力 × 垂直行业深度认知”双重背景的复合型人才，正成为当前最具竞争力的核心人群。从赛道分布看，2026 年 Q1 加密就业市场已形成交易所、公链与基础设施、稳定币、DeFi 与衍生品四大方向并行，其中交易所岗位贡献占比 34%，公链与基础设施占比 28%，DeFi 与衍生品占比 21%，稳定币占比 17%。从岗位结构看，技术研发类仍为第一大需求方向，占比 39%，合规与风控占比 13%，产品与设计占比 12%。整体来看，行业招聘重心正进一步向核心工程、安全、合规、支付产品与商业化能力聚焦，稳定币、AI、合规与基础设施仍是当前更具确定性的人才需求方向。

Key TakeawaysBitcoin stabilizes around $71K–$72K after PCE inflation meets expectations.Markets await CPI data for clearer inflation signals.Analysts say $80K remains a potential upside target.Price remains range-bound with key levels at $69K support and $73K–$76K resistance.Bitcoin Steadies as PCE Data Meets ExpectationsBitcoin traded steadily near $72,000 after the latest U.S. Personal Consumption Expenditures (PCE) data came in line with market forecasts.The data showed:Core PCE (YoY): ~3%Monthly core PCE: ~0.4%The absence of surprises helped stabilize risk assets, including crypto, while easing immediate volatility concerns.Markets Shift Focus to CPI as Key CatalystDespite the stable reaction, attention is now turning to the upcoming Consumer Price Index (CPI) release.Unlike PCE, CPI is expected to:Reflect more recent economic conditionsCapture impact of rising oil prices linked to geopolitical tensionsProvide clearer signals for Federal Reserve policy directionMarkets currently expect no rate cuts in 2026, reinforcing a “higher-for-longer” interest rate environment.Range-Bound Price Action ContinuesBitcoin remains trapped in a defined range:Support: $69,000–$68,000Resistance: $73,000–$76,000Liquidity data shows:Upside clusters concentrated above $73K–$76KDownside liquidity building near $69K and $64KThis suggests both bullish and bearish scenarios remain in play in the near term.$80K Target Still in SightDespite consolidation, some traders maintain a bullish outlook.Analysts note that if Bitcoin holds current levels:A breakout could trigger short liquidationsMomentum may push price toward $80,000The move would represent a new upward trend legMacro Context: Calm Before Potential VolatilityThe current market environment reflects:Stable inflation data (for now)Easing geopolitical concernsCompressed volatilityHowever, upcoming macro data—especially CPI—could act as a trigger for the next major move.Bitcoin is currently in a wait-and-see phase, with:Short-term: Range-bound consolidationMedium-term: Breakout potential buildingKey trigger: Inflation data and macro developmentsIf support levels hold and macro conditions remain stable, the path toward $80,000 remains open, though confirmation will depend on upcoming economic data and market positioning.

Hezbollah has declared its commitment to continue its resistance until the very end. According to NS3.AI, Walter Bloomberg reported that the pro-Iranian armed group made this statement, emphasizing their unwavering stance.

巴基斯坦时间 4 月 10 日晚，参加美伊谈判的美国代表团启程前往巴基斯坦伊斯兰堡，美副总统万斯已登机。在启程前，万斯表示，期待就伊朗问题展开谈判，并称美国总统特朗普已就谈判提供了“相当明确的指导方针”。（央视新闻）

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。