➡️ Crypto Market
$BTC finally climbed over the 74,000 mountain, up 4%+ in 24 hours, rallying from 71,000 all the way to around 74,200. Songkran rally déjà vu? Exact same playbook as last year's tariff war — the bottom might truly be in.
$ETH pumping even harder than big brother, charging toward 2,360 with 7%+ gains. Is Tom secretly buying again?
$SOL tagging along with a bounce to around $80, lukewarm at best — still flying under the radar.
Fund inflows turned positive for the first time since January; $80K is the next key level to test.
➡️ Global Equities
US stocks rallied last Friday — Dow +2.85%, S&P 500 +2.5%, Nasdaq +2.8%. Intel surged 11% to lead gainers, while Tesla bucked the trend with a 1% drop.
Japan and South Korea opened higher, KOSPI +2.5%. European markets closed lower as Iran peace hopes faded. Morgan Stanley says "the market is bottoming."
➡️ Commodities
Gold pulled back to around $4,720/oz, down ~0.66%, as US-Iran negotiation uncertainty whipsawed safe-haven sentiment.
Silver at around $74/oz.
WTI crude plunged 15% to $93 on ceasefire news, but renewed uncertainty ahead of a potential second round of US-Iran talks has volatility spiking again.
➡️ Macro Developments
The US and Iran are reportedly working toward a "longer-term" deal, with a second round of talks possibly happening this week. Pakistan says the ceasefire still holds, but Israel's PM says it could end soon — everyone's telling a different story. Total Rashomon situation.
Trump back at it again: claimed Iran's navy has been "completely destroyed" while simultaneously proposing a joint US-Iran venture to operate the Strait of Hormuz. How do you escalate in the middle of peace talks?
Fed March meeting minutes revealed more officials raised the possibility of rate hikes. The ceasefire is making the Fed's job even harder — CryptoQuant analysts warn that if the conflict drags on and fuels inflation, the Fed may have no choice but to hike.
Strategy spent $1 billion last week to add 13,927 BTC. Saylor says Bitcoin may have bottomed. Everyone's waiting for him to blow up, yet the man just keeps stacking.
Morgan Stanley's first bank-backed spot Bitcoin ETF (MSBT) is now live — $34 million in net inflows on day one, with a razor-thin 0.14% fee.
Hyperbridge contract exploited — hacker minted 100 million fake $DOT, dumped them, and only managed to cash out $237K. Polkadot's native chain was unaffected. Circle's CEO responded to the Drift incident, citing a "moral dilemma" for refusing to freeze $232 million in stolen USDC — the regulatory standoff intensifies.
Justin Sun accused WLFI of embedding a backdoor in its smart contract, claiming his token wallet was blacklisted and frozen. First the self-lending controversy, now a backdoor scandal — the Trump family project just keeps getting murkier.
Former CFTC Chair Giancarlo officially left his law firm to go all-in on crypto and AI. Ondo Finance filed a no-action request with the SEC to push RWA operations on-chain.
$RAVE pumped 36x in 3 days, blasting past a $2.4 billion market cap. $GENIUS listed on Binance Alpha and surged 248% on day one — the on-chain degen rally is back, and the gainers board looks like a fever dream.
