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According to Jinshi reports, Mohit Kumar of Jefferies Group stated in a report that despite the decline in oil prices, the interest rate market has not quickly incorporated the expectations of falling oil prices into pricing. He pointed out that as the market focuses on the increase in traffic through the Strait of Hormuz, the drop in oil prices has exceeded expectations. Jefferies believes that one of the main impacts of the US-Iran agreement is that major global central banks no longer need to raise interest rates, maintaining the view that the Federal Reserve will not raise interest rates this year, and that the Fed's next move will be to cut rates rather than raise them.

According to Jinshi reports, SpaceX has signed a computing power agreement with the American AI startup Reflection, with a transaction amount of up to 6.3 billion dollars.

According to CoinDesk, Etherealize co-founder Vivek Raman stated that Ethereum is at a critical stage of transitioning from infrastructure development to large-scale applications. Although the on-chain infrastructure is basically complete, the market has not yet fully priced ETH's long-term value as a network security asset.

According to The Block, Strike founder and Twenty One Capital CEO Jack Mallers stated that the current price of Bitcoin reflects the true state of the global liquidity crisis. He pointed out that the University of Michigan Consumer Confidence Index is at a historical low, while the S&P 500 is at a historical high, indicating that central bank intervention has distorted the value of the stock market as a signal. Mallers said, "Bitcoin is the closest thing we have to the truth of money."Mallers believes that countries are currently financing wars, AI development, and deficit spending simultaneously, individuals are defaulting on credit cards and rent, and the world is in a cash-raising mode, selling the most liquid assets. "You sell what you can sell, not what you want to sell." Regarding Strategy selling 32 BTC, Mallers stated that this was to make the market accept the reality that its "never sell" stance is no longer feasible. He questioned whether Strategy's perpetual priority tool creates a permanent liquidity obligation, requiring choices to be made among different stakeholders each time liquidity is needed.

According to Jinshi reports, Federal Reserve's Williams stated that the Fed's preference for loose policies mainly reflects potential long-term policy trends. The long-term outlook still indicates that interest rates will eventually be lowered.

Analyst Markus Thielen stated that the Coinbase Bitcoin premium has recently rebounded to its highest level since 2025, indicating an improvement in buying activity in the U.S. market, with some institutional funds possibly re-engaging.Data shows that the current BTC price on the Coinbase platform remains consistently higher than on other exchanges, reflecting signs of a warming demand side. Previously, the premium had turned into a discount, which was interpreted by the market as weak sentiment; now that it has re-entered the premium range, it may indicate that the demand side is gradually stabilizing. Additionally, as of mid-April, Bitcoin ETFs continue to maintain a monthly net inflow trend, and if this continues, it may further strengthen the signal of a warming financial environment.

According to Jinshi reports, analysts at First Citizens Bank stated in a report that the U.S. CPI data released on Friday is expected to reflect the transmission of the Iranian energy shock for the first time significantly. Driven by soaring energy costs, overall inflation will accelerate. The head of market and economic research at the bank pointed out that although core inflation is affected more mildly, the Federal Reserve will "ignore" the surge in energy-driven inflation, which will reinforce the Fed's long-standing stance of inaction and closely link potential rate cuts to the normalization of energy prices.

CZ recalls in his new book that around 2015, under the persuasion of friends, he gradually quit high-frequency social activities such as poker and golf, and completely withdrew from the related social circles. Subsequently, he gradually formed a work style centered on "high efficiency," which included shortening meeting durations, reducing ineffective communication, and focusing on quickly executing projects. This transformation during this phase became an important turning point in CZ's personal and career development, and it has long influenced his subsequent management and operational style.CZ repeatedly mentions in his new book that "moderately above-average success is the most dangerous," because after achieving some small successes, one can easily become complacent. On the surface, it may seem like he is doing better than many around him, but only he knows: he hasn't really given his all.

According to a report by Jinshi, Derek Halpenny, a foreign exchange analyst at Mitsubishi UFJ Bank, stated that the dollar's response to the surge in energy prices has been mild, highlighting that the current foundation of the U.S. economy is weaker compared to the inflation shock in 2022. He pointed out that since the outbreak of the conflict, although oil prices have risen nearly 60%, the dollar index has only strengthened by about 2.5%. The current price shock may have a greater impact on the U.S. economy than expected, undermining business confidence and employment.

According to Jinshi reports, Huatai Securities believes that the better-than-expected rebound in March's non-farm data shows the resilience of the U.S. labor market. However, under the conflict in the Middle East, the impact of high oil prices on inflation expectations is more critical for the Federal Reserve's monetary policy.Recently, the ongoing conflict in the Middle East has intensified, and the oil supply gap caused by the blockade of the Strait of Hormuz has driven up oil prices and inflation expectations. Inflation is currently the core variable of the Federal Reserve's monetary policy.

According to the Wall Street Journal, Nvidia-backed startup Reflection is in talks to raise $2.5 billion. This funding will bring the company's valuation to $25 billion.

According to Jinshi reports, Federal Reserve Chairman Powell stated that the higher GDP forecast reflects confidence in productivity.