➡️ Crypto Market
$BTC tried to hold $71K, but got dragged down with the U.S. equity sell-off, breaking below $70K and dipping to around $68K. Still, it didn’t follow stocks lower — showing relative strength. On the 4H timeframe, reclaiming $72K is key; otherwise, expect continued weak consolidation.
$ETH shows no independent trend, following BTC lower — currently around $2,072.
$SOL also pulled back with the broader market, with no fresh on-chain narrative catalysts.
➡️ Global Equities
1️⃣ U.S. indices all closed lower, with Nasdaq -2.38%, the biggest single-day drop since the U.S.–Israel–Iran conflict escalation.
2️⃣ Google’s TurboQuant announcement hit the storage sector — Micron and Western Digital sold off sharply.
➡️ Commodities
Spot gold stabilized after ending its nine-day losing streak. Turkey sold 22 tons of gold in one week — the largest since 2018.
Oil remained elevated: WTI +2.64% to $94.12, Brent +2.88% to $101.19. Risks around the Strait of Hormuz remain unresolved.
➡️ Macro Dynamics
1️⃣ Donald John Trump shifted stance again — extending the strike delay from 5 days to 10 days, making April 6 the next focal point.
2️⃣ Fed hike probability surged to 50%. Market sentiment is shifting from “when to cut” to “will they hike,” with hawk-dove divisions intensifying.
3️⃣ Circle stock dropped 20% after the Clarity stablecoin regulatory draft; new rules restrict passive yield. USDC market cap reportedly fell 19% in one day — regulation reshaping the stablecoin landscape.
4️⃣ Tether hired a Big Four accounting firm for its first full reserve audit, proactively embracing transparency amid regulatory pressure.
5️⃣ The White House approved review of a proposal to include crypto in 401(k) retirement plans, while Fannie Mae accepted crypto-backed mortgages for the first time — TradFi adoption accelerating.
6️⃣ Anthropic is considering an IPO as early as October targeting $60B+, while SpaceX may raise $40B–$80B. Retail allocation could be tripled — a wave of tech IPOs is forming.
7️⃣ $TRUMP team moved over $20M worth of tokens to a new address — suspected upcoming sell-off. Same playbook again.
