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According to Jinshi reports, the USD/JPY has short-term surged, reaching the 160 level for the first time since July 2024, with an intraday increase of 0.14%.

According to The Wall Street Journal, the parent company of the New York Stock Exchange, Intercontinental Exchange (ICE, NYSE: ICE), announced on March 27, 2026, the completion of a $600 million direct cash investment in the prediction market platform Polymarket. This investment is part of a previously announced investment arrangement and belongs to a new round of equity financing for Polymarket.In addition, ICE also plans to purchase up to $40 million of Polymarket securities from some existing shareholders.

According to CryptoQuant analyst Darkfost's monitoring, as geopolitical tensions and economic trade pressures continue, BTC has recently seen a slight rebound, and the market has entered a consolidation phase.The panic selling sentiment among short-term holders (STH) reached its peak, with approximately 100,000 BTC transferred to Binance within 7 days. Currently, this data has significantly decreased, with the amount of BTC flowing into Binance from STH dropping to about 25,000, marking a historical low. Analysts believe this change indicates a significant reduction in market selling pressure, which is a positive signal for the currently pressured risk asset market.

According to regulatory documents, U.S. asset management companies REX Shares and Tuttle Capital Management plan to launch a 2x leveraged exchange-traded fund (ETF) linked to the publicly traded common stocks of SpaceX and Anthropic, which have not yet been issued, in an attempt to catch the "ride" of this year's most popular IPOs in the U.S. stock market.It is reported that investors holding the T-Rex2x Long SpaceX Daily Target ETF and T-Rex2x Long Anthropic Daily Target ETF will receive a return of 200% on the daily increase after these two companies go public. SpaceX and Anthropic are expected to become the two most anticipated IPOs in 2026. SpaceX may submit its IPO application in a few days or weeks, while Anthropic's IPO is expected to take place this year.

According to Jinshi Data, the yield on Japan's 10-year government bonds has risen to its highest level since 1999.

According to Gate market data, the USD/JPY short-term surged to 159.96, reaching a new high since July 2024.

According to crypto analyst Ai Yi @ai_9684xtpa's monitoring, an address previously acquired 38,800 ETH through 1CO, and after being dormant for a year, began transferring assets 45 minutes ago, moving 18,500 ETH to another address. It has also sold 9,628.54 ETH on-chain at a price of approximately $2,049, with a transaction amount of about $19.72 million.Currently, the address still holds some ETH and may continue to transfer or sell in the future.

According to Bloomberg, the total amount of private financing in the cryptocurrency sector increased from nearly $13 billion in 2024 to $20.4 billion in 2025, but it is still below the peak of $27.6 billion in 2022.The two main areas of private financing are "investment and trading infrastructure" and "brokers and exchanges" (i.e., financial applications). Payment infrastructure ranks third. The total amount of funds raised by cryptocurrency payment companies is expected to soar to $2.6 billion in 2025, surpassing the total raised over the past three years. Given the recent acquisition of BVNK by Mastercard, this figure is expected to grow further this year.In contrast, blockchain gaming financing plummeted from $3.76 billion in 2022 (accounting for about 14% of the total) to 2025, no longer being reported as a separate category. Web3 dApps raised $5.2 billion in 2022. However, in the 2025 report, the dApp category focused solely on consumer applications received only $864 million in financing.

According to Bloomberg, Andrew Ferguson, the chairman of the U.S. Federal Trade Commission, sent letters to payment companies such as Visa, Mastercard, PayPal, and Stripe, warning them not to refuse services based on users' political views or religious beliefs.Ferguson stated that preventing law-abiding individuals from conducting legitimate business is not in line with American values. This move comes as the Trump administration focuses on the issue of "de-banking," with the government previously suing JPMorgan Chase and its CEO Jamie Dimon, accusing the bank of cutting off services to Trump and his businesses for political reasons. The Trump Organization has also sued Capital One Financial Corp., alleging political discrimination. Both JPMorgan Chase and First Capital deny the allegations. Stripe responded that it would not restrict services based on political views.

According to Cointelegraph, Twenty One Capital, founded by Jack Mallers, currently holds 43,514 bitcoins, making it the second-largest publicly traded bitcoin treasury company, second only to Strategy's 762,099 bitcoins.The previously second-ranked mining company MARA has fallen to third place after selling 15,133 bitcoins (approximately $1 billion). Analysts point out that MARA increased its bitcoin holdings through debt during the bull market and is now forced to sell bitcoins at a loss to repay debts, which is exactly the scenario warned about by critics of debt-driven treasury strategies.This model sharply contrasts with Strategy's approach of viewing bitcoin as "perpetual digital credit" and continuously using bitcoin as collateral to finance acquisitions. Analysts believe this reflects the survival pressures faced by crypto treasuries and mining companies in a bear market environment.

According to Cointelegraph, Japan's Financial Services Agency has issued warning letters to multiple companies, including KuCoin, for engaging in over-the-counter derivatives trading without registration.In its latest list, the FSA stated that KuCoin, NeonFX, theoption, and GTCFX were notified for "soliciting over-the-counter derivatives trading via the internet." Among them, KuCoin, headquartered in Seychelles, is listed as providing services to Japanese residents. The FSA had previously issued similar warnings to exchanges such as KuCoin and Bybit in November 2024 and requested Apple and Google to suspend downloads of the KuCoin app in February 2025.

According to BBX data, yesterday global listed companies showed a transition in their crypto treasury operations from "one-sided accumulation" to "asset securitization and optimization of debt structure," with the following core data:$1.1 billion debt buyback: MARA Holdings (NASDAQ: $MARA) confirmed yesterday the completion of cashing out 15,133 BTC, raising approximately $1.1 billion to repurchase discounted convertible senior notes. This move successfully reduced the company's debt by about 30% and captured a book premium of $88 million through "debt repayment with cryptocurrency."4,709 BTC covered calls: GameStop (NYSE: $GME) announced yesterday an agreement with Coinbase to pledge 4,709 BTC in its treasury as collateral, executing a covered call strategy. This marks the beginning of "retail concept stocks" utilizing their holdings to generate passive income.$5 million accumulation guideline: Genius Group (NYSE: $GNS) announced yesterday the purchase of an additional $5 million in Bitcoin. The company has established a "Bitcoin first" guideline, planning to continuously convert over 90% of its cash reserves into BTC.Spot ETF listed on the NYSE: Morgan Stanley (NYSE: $MS) officially announced yesterday that its spot Bitcoin ETF has been approved for listing on the NYSE. As a Wall Street giant, this move signifies that top investment banks have completed the transition from "channel merchants" to "asset managers."Volatility cooling report: Charles Schwab (NYSE: $SCHW) released the "2026 Bitcoin Maturity" report yesterday, indicating that BTC volatility has fallen to historical lows, gradually meeting the "compliance threshold" for traditional pension funds to enter treasury allocations.

According to market news, bond traders are panicking over the possibility of further escalation in the Iran conflict and are seeking to hedge against the worst-case scenario of war consequences—namely, that the Federal Reserve may be forced to raise interest rates in the coming weeks.In the options market tracking Federal Reserve policy, demand for bets linked to the Secured Overnight Financing Rate (SOFR) has emerged, corresponding to scenarios of interest rate hikes as early as within two weeks. If the bond market significantly raises interest rate hike expectations before the Federal Reserve policy meeting on April 29, these trades will profit. This surge in hedging demand for emergency rate hikes marks a sharp reversal in market sentiment.Jeff Schuh, head of the rates department at Constitution Capital, stated that while the latest bets do not reflect the market's baseline scenario, they do indicate growing concerns: rapidly rising inflation will pose risks to investors who have been long on U.S. Treasuries in recent months. Currently, the interest rate swap market only accounts for a 3 basis point hike at the April 29 policy meeting, with a 12% probability of a 25 basis point increase.

According to Jinshi reports, Federal Reserve Vice Chairman Jefferson stated that the economy will expand at a rate of about 2% or slightly above 2% this year, but there is a high level of uncertainty.

Citibank stated that the restrictions on the stablecoin reward mechanism in the U.S. CLARITY Act draft may pose temporary resistance to Circle (CRCL), but will not shake its long-term investment logic.Analysts pointed out that this policy is more likely to affect the pace of scale expansion rather than pose a fundamental threat. The bill aims to limit stablecoin earnings similar to deposit interest, but allows incentive mechanisms related to transactions or payments. Since Circle itself does not directly pay earnings to USDC holders but distributes reserve earnings to partners like Coinbase, its core revenue model will not be directly impacted. Citibank believes that the reduction in rewards may weaken users' short-term motivation to hold USDC, thereby affecting circulation scale and secondary market liquidity, but the key indicators for stablecoin adoption still lie in transaction and payment volumes, rather than circulation volume itself. Previously, due to policy uncertainty, Circle's stock price once fell by about 20%. However, institutions including Bernstein believe that the market may have misinterpreted the policy impact, with regulatory focus on limiting platforms that distribute earnings to users (such as Coinbase), rather than Circle's reserve earnings model.

According to The Block, digital asset management company CoinShares released a report indicating that Bitcoin miners are facing ongoing pressure to break even while accelerating their transition to AI. CoinShares' research director James Butterfill noted that the weighted average cash cost for publicly listed mining companies to mine one Bitcoin in the fourth quarter of 2025 has risen to approximately $79,995.The price of computing power has further dropped from $36 to $38 per PH/s/day to about $28 to $30 in the first quarter of 2026, meaning miners are still under more pressure. The report also pointed out that a triple negative difficulty adjustment at the end of 2025 is the first since July 2022, with publicly listed miners' Bitcoin reserves decreasing by more than 15,000 coins from their peak, with Core Scientific, Bitdeer, and Riot all having sold, and MARA separately announced the sale of 15,133 Bitcoins on Thursday.Regarding price outlook, Butterfill stated that a rebound in Bitcoin price to $100,000 "is not unrealistic," at which point the price of computing power is expected to rise to about $37 per PH/s/day; if it reaches the previous high near $126,000, it could reach about $59. If Bitcoin remains below $80,000 in the long term, the price of computing power will continue to decline with rising difficulty, but the exit of loss-making capacity may stabilize returns.In terms of the AI transition, Butterfill expects that publicly listed mining companies are rapidly accelerating their shift to artificial intelligence and high-performance computing, driven primarily by the higher and more stable returns in these fields compared to Bitcoin mining. By the end of this year, the revenue share from AI for publicly listed mining companies is expected to rise from the current approximately 30% to as high as 70%.

Tether announced that its gold token Tether Gold (XAU₮) has launched on the BNB Chain, bringing this leading tokenized gold asset into a broader crypto ecosystem.XAU₮ corresponds to 1 ounce of physical gold (London Good Delivery standard), stored in Swiss vaults, and backed by a 1:1 reserve through independent audits. Data shows that gold prices are expected to rise by about 64% in 2025, marking the largest annual increase in 40 years, driving up market demand for safe-haven assets. During the same period, the market size of gold-backed stablecoins grew from about $1.3 billion to over $4 billion, with XAU₮ accounting for about 60% of the share.This deployment allows users to gain direct exposure to physical gold within the BNB Chain ecosystem without the need for traditional custody, premiums, and settlement processes. At the same time, Tether achieves liquidity interoperability for XAU₮ across more than 12 blockchains through the USDt0 cross-chain network, enhancing the efficiency of issuance, transfer, and settlement.Tether CEO Paolo Ardoino stated that this move aims to integrate gold assets into the modern digital financial system, enabling instant settlement and global circulation capabilities. The BNB Chain side noted that this integration will further strengthen its ecological layout in the realm of real-world assets (RWA).

According to PRNewswire, Nasdaq-listed digital asset management operator OceanPal released its annual financial report, disclosing that its balance sheet holds approximately 51.3 million NEAR tokens, in addition to 2.85 million NEAR tokens as collateral for derivative positions. OceanPal announced a partnership with NEAR Foundation for a $120 million PIPE investment last October and established a wholly-owned subsidiary, SovereignAI Services, which has total assets of approximately $85.5 million as of December 31, 2025.

According to its first annual SEC 10-K filing, Hashdex's x crypto index exchange-traded fund Nasdaq CME Crypto Index ETF (NCIQ) has expanded its constituent assets to 7 types. In addition to the original BTC, ETH, XRP, SOL, and XLM, ADA and LINK have been added. This expansion means that the ETF further enhances the breadth of multi-asset allocation, covering more mainstream public chains and infrastructure tokens, which helps to diversify the volatility risk of a single asset, while reflecting the ongoing demand from institutional investors for diversified exposure to crypto assets.

A leading polysilicon company in Xinjiang was fined and had illegal gains confiscated by regulatory authorities for supplying power to virtual currency mining activities, with a total amount exceeding 100 million yuan.The background of the relevant rectification shows that local authorities are intensifying regulation of virtual currency mining, requiring comprehensive inspections and strictly prohibiting companies from illegally transferring power in any form. Currently, Xinjiang has clearly classified virtual currency mining as an industry to be eliminated, and related law enforcement actions are ongoing.