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On April 4, Huatai Securities stated that the March non-farm payrolls exceeding expectations demonstrate resilience in the U.S. job market. However, amid escalating conflicts in the Middle East, the impact of high oil prices on inflation expectations is more critical for the Federal Reserve's monetary policy. The ongoing conflict in the Middle East has led to a blockade in the Strait of Hormuz, creating a crude oil supply gap that has driven up oil prices and inflation expectations. Currently, inflation is the core variable for the Fed's monetary policy. The dual targets of employment and inflation provide some leeway, allowing the Fed to avoid raising interest rates to combat inflation. Furthermore, with rising inflation expectations, even if the Fed does not raise rates, the Treasury yield curve may shift upward, effectively resulting in a tightening of monetary conditions.

[Huatai Securities: March Non-Farm Payrolls Exceed Expectations, Indicating Resilience in U.S. Job Market; Inflation Now Core Variable for Fed Monetary Policy]On April 4, Huatai Securities stated that the March non-farm payrolls exceeding expectations demonstrate resilience in the U.S. job market. However, amid escalating conflicts in the Middle East, the impact of high oil prices on inflation expectations is more critical for the Federal Reserve's monetary policy. The ongoing conflict in the Middle East has led to a blockade in the Strait of Hormuz, creating a crude oil supply gap that has driven up oil prices and inflation expectations. Currently, inflation is the core variable for the Fed's monetary policy. The dual targets of employment and inflation provide some leeway, allowing the Fed to avoid raising interest rates to combat inflation. Furthermore, with rising inflation expectations, even if the Fed does not raise rates, the Treasury yield curve may shift upward, effectively resulting in a tightening of monetary conditions.

Huatai Securities: March Non-Farm Payrolls Exceed Expectations, Indicating Resilience in U.S. Job Market; Inflation Now Core Variable for Fed Monetary Policy

On April 4, multiple sources reported that a US F-15E Strike Eagle fighter jet was shot down over Iran, with two crew members successfully ejecting and escaping. One of them has been located and rescued by US special forces within Iran, while the other is still being searched for. Iranian authorities are also conducting a search and have called on local civilians for assistance. Meanwhile, Iran claims that a US A-10 Thunderbolt II attack aircraft was shot down by a defense system near the Strait of Hormuz. US officials confirmed the aircraft's crash but stated that the pilot has been rescued. Additionally, Iranian reports indicate that an F-16 Fighting Falcon fighter jet issued an emergency signal and made an emergency landing in Saudi Arabia, with the specific reasons still unclear. During the search and rescue operations, a UH-60 Black Hawk helicopter involved in the mission was reportedly damaged, with witnesses stating that it emitted black smoke while leaving Iran and entering southern Iraq. Iranian media previously claimed that their air defense system had hit the helicopter. In response to these incidents, Trump stated that the crashes of US military aircraft would not affect the current negotiation process with Iran, declaring, 'This is war.' The situation in the Middle East remains tense, and related military developments are ongoing.

[Multiple US Military Aircraft Incidents in Iran and Surrounding Areas, Search and Rescue Operations Ongoing]On April 4, multiple sources reported that a US F-15E Strike Eagle fighter jet was shot down over Iran, with two crew members successfully ejecting and escaping. One of them has been located and rescued by US special forces within Iran, while the other is still being searched for. Iranian authorities are also conducting a search and have called on local civilians for assistance. Meanwhile, Iran claims that a US A-10 Thunderbolt II attack aircraft was shot down by a defense system near the Strait of Hormuz. US officials confirmed the aircraft's crash but stated that the pilot has been rescued. Additionally, Iranian reports indicate that an F-16 Fighting Falcon fighter jet issued an emergency signal and made an emergency landing in Saudi Arabia, with the specific reasons still unclear. During the search and rescue operations, a UH-60 Black Hawk helicopter involved in the mission was reportedly damaged, with witnesses stating that it emitted black smoke while leaving Iran and entering southern Iraq. Iranian media previously claimed that their air defense system had hit the helicopter. In response to these incidents, Trump stated that the crashes of US military aircraft would not affect the current negotiation process with Iran, declaring, 'This is war.' The situation in the Middle East remains tense, and related military developments are ongoing.

Multiple US Military Aircraft Incidents in Iran and Surrounding Areas, Search and Rescue Operations Ongoing

On April 4, a reporter from the Central Broadcasting Station learned on April 3 local time that US officials stated that the drone attack by Iran on the US Embassy in Saudi Arabia in March caused more severe damage than previously disclosed, indicating that Iran has the capability to strike US assets in Saudi Arabia. The attack occurred on March 3, when an Iranian drone evaded the air defense systems of Riyadh, the capital of Saudi Arabia, and crashed into the US Embassy. One minute later, a second drone flew into the breach created by the first drone and exploded. US officials reported that the attack hit a secure area of the embassy and caused significant damage to multiple floors of the building. The CIA's local station was also within the affected area. The Saudi Arabian Ministry of Defense stated on March 3 that, according to preliminary assessments, the US Embassy in Saudi Arabia was attacked by two drones that day, causing localized fires and minor damage to the building.

[US Officials: Iran's Attack on Embassy in Saudi Arabia Caused Severe Damage]On April 4, a reporter from the Central Broadcasting Station learned on April 3 local time that US officials stated that the drone attack by Iran on the US Embassy in Saudi Arabia in March caused more severe damage than previously disclosed, indicating that Iran has the capability to strike US assets in Saudi Arabia. The attack occurred on March 3, when an Iranian drone evaded the air defense systems of Riyadh, the capital of Saudi Arabia, and crashed into the US Embassy. One minute later, a second drone flew into the breach created by the first drone and exploded. US officials reported that the attack hit a secure area of the embassy and caused significant damage to multiple floors of the building. The CIA's local station was also within the affected area. The Saudi Arabian Ministry of Defense stated on March 3 that, according to preliminary assessments, the US Embassy in Saudi Arabia was attacked by two drones that day, causing localized fires and minor damage to the building.

US Officials: Iran's Attack on Embassy in Saudi Arabia Caused Severe Damage

On April 4, according to the WSJ, officials and mediators familiar with the situation reported that Qatar has declined to act as a key mediator for a potential US-Iran ceasefire agreement, complicating efforts to find a negotiation path. Sources indicated that last week, Qatar informed US officials that it did not intend to play a key role in mediation or lead related efforts. Mediators stated earlier on Friday that the latest round of efforts led by Pakistan and regional countries to facilitate a US-Iran ceasefire has reached a stalemate. They noted that Iran has formally informed mediators that it is unwilling to meet with US officials in Islamabad in the coming days, deeming US demands unacceptable. Mediators also mentioned that Turkey and Egypt are still working to find solutions and are considering new meeting locations, including the Qatari capital Doha or Istanbul, while also contemplating new proposals to break the deadlock. Additionally, Iranian media Fars News reported that sources indicated Iran has rejected a 48-hour ceasefire proposal put forward by the US.

[Stalemate in US-Iran Ceasefire Mediation as Iran Refuses Meetings and Qatar Declines to Mediate]On April 4, according to the WSJ, officials and mediators familiar with the situation reported that Qatar has declined to act as a key mediator for a potential US-Iran ceasefire agreement, complicating efforts to find a negotiation path. Sources indicated that last week, Qatar informed US officials that it did not intend to play a key role in mediation or lead related efforts. Mediators stated earlier on Friday that the latest round of efforts led by Pakistan and regional countries to facilitate a US-Iran ceasefire has reached a stalemate. They noted that Iran has formally informed mediators that it is unwilling to meet with US officials in Islamabad in the coming days, deeming US demands unacceptable. Mediators also mentioned that Turkey and Egypt are still working to find solutions and are considering new meeting locations, including the Qatari capital Doha or Istanbul, while also contemplating new proposals to break the deadlock. Additionally, Iranian media Fars News reported that sources indicated Iran has rejected a 48-hour ceasefire proposal put forward by the US.

Stalemate in US-Iran Ceasefire Mediation as Iran Refuses Meetings and Qatar Declines to Mediate

On April 4, Japan's Financial Services Agency officially announced the "Guidelines for Strengthening Cybersecurity in Cryptocurrency Trading Businesses" aimed at cryptocurrency exchanges and related institutions. These guidelines were developed based on 18 feedback comments received during the public consultation period from February to March 2026, prioritizing the protection of investor assets. The guidelines aim to enhance overall security measures through three levels: "self-defense" by exchanges, "mutual cooperation" among industry self-regulatory organizations, and "public support" from regulatory authorities. Currently, the tactics employed by criminals are becoming increasingly covert, targeting not only private keys (such as mnemonic phrases) but also frequently utilizing social engineering attacks and infiltrating third-party outsourcing agencies. In response, the guidelines emphasize the need for relevant institutions to strengthen their systematic response capabilities.

[Japan's Financial Services Agency Unveils Enhanced Cybersecurity Guidelines for Cryptocurrency Exchanges]On April 4, Japan's Financial Services Agency officially announced the "Guidelines for Strengthening Cybersecurity in Cryptocurrency Trading Businesses" aimed at cryptocurrency exchanges and related institutions. These guidelines were developed based on 18 feedback comments received during the public consultation period from February to March 2026, prioritizing the protection of investor assets. The guidelines aim to enhance overall security measures through three levels: "self-defense" by exchanges, "mutual cooperation" among industry self-regulatory organizations, and "public support" from regulatory authorities. Currently, the tactics employed by criminals are becoming increasingly covert, targeting not only private keys (such as mnemonic phrases) but also frequently utilizing social engineering attacks and infiltrating third-party outsourcing agencies. In response, the guidelines emphasize the need for relevant institutions to strengthen their systematic response capabilities.

Japan's Financial Services Agency Unveils Enhanced Cybersecurity Guidelines for Cryptocurrency Exchanges

According to monitoring by 1M AI News, Fidji Simo, CEO of OpenAI's AGI deployment division, announced that she will take a few weeks of medical leave due to worsening symptoms of Postural Orthostatic Tachycardia Syndrome (POTS). In an internal memo, she stated, "I repeatedly postponed medical examinations and new therapies just to focus entirely on work and not miss a single day, but it seems I have indeed pushed myself too far." This marks her first leave since joining OpenAI in August of last year. During her absence, co-founder and president Greg Brockman will take over product responsibilities, while CSO Jason Kwon, CFO Sarah Friar, and Chief Revenue Officer Denise Dresser will jointly manage daily operations. On the same day, COO Brad Lightcap officially transitioned to a new role, no longer overseeing daily operations, and will focus on special projects, with a primary task of advancing OpenAI's collaboration with private equity firms and selling AI tools to their portfolio companies, reporting directly to CEO Sam Altman. OpenAI stated that there are no plans to appoint a new COO, and Lightcap's previous business responsibilities will be taken over by former Slack CEO Dresser. Chief Marketing Officer Kate Rouch is leaving due to cancer treatment, planning to return in a reduced capacity after recovery; former Meta CMO Gary Briggs, who has served as OpenAI's marketing advisor for the past year, will temporarily oversee marketing until a successor is found. These three changes were announced on the same day, a sensitive timing. Just this week, OpenAI completed a $12.2 billion funding round at a valuation of $852 billion, and Altman had previously indicated internally that Simo would lead OpenAI's earnings call following its IPO. Simo has been a key driver of product integration at OpenAI for eight months, leading initiatives from shutting down Sora to integrating ChatGPT and Codex to create a 'super app.' Her short-term absence, combined with the COO position being vacant, adds uncertainty to the executive team's stability narrative during the IPO window.

[OpenAI Executives Adjust Roles: Simo on Medical Leave, COO Transition, CMO Departure for Cancer Treatment]According to monitoring by 1M AI News, Fidji Simo, CEO of OpenAI's AGI deployment division, announced that she will take a few weeks of medical leave due to worsening symptoms of Postural Orthostatic Tachycardia Syndrome (POTS). In an internal memo, she stated, "I repeatedly postponed medical examinations and new therapies just to focus entirely on work and not miss a single day, but it seems I have indeed pushed myself too far." This marks her first leave since joining OpenAI in August of last year. During her absence, co-founder and president Greg Brockman will take over product responsibilities, while CSO Jason Kwon, CFO Sarah Friar, and Chief Revenue Officer Denise Dresser will jointly manage daily operations. On the same day, COO Brad Lightcap officially transitioned to a new role, no longer overseeing daily operations, and will focus on special projects, with a primary task of advancing OpenAI's collaboration with private equity firms and selling AI tools to their portfolio companies, reporting directly to CEO Sam Altman. OpenAI stated that there are no plans to appoint a new COO, and Lightcap's previous business responsibilities will be taken over by former Slack CEO Dresser. Chief Marketing Officer Kate Rouch is leaving due to cancer treatment, planning to return in a reduced capacity after recovery; former Meta CMO Gary Briggs, who has served as OpenAI's marketing advisor for the past year, will temporarily oversee marketing until a successor is found. These three changes were announced on the same day, a sensitive timing. Just this week, OpenAI completed a $12.2 billion funding round at a valuation of $852 billion, and Altman had previously indicated internally that Simo would lead OpenAI's earnings call following its IPO. Simo has been a key driver of product integration at OpenAI for eight months, leading initiatives from shutting down Sora to integrating ChatGPT and Codex to create a 'super app.' Her short-term absence, combined with the COO position being vacant, adds uncertainty to the executive team's stability narrative during the IPO window.

OpenAI Executives Adjust Roles: Simo on Medical Leave, COO Transition, CMO Departure for Cancer Treatment

On April 4, a knowledgeable source revealed that the U.S. proposed a temporary 48-hour ceasefire to Iran through a friendly nation on April 1. The Iranian assessment indicated that the U.S. had previously misjudged Iran's military capabilities, leading to significant difficulties for U.S. forces in the region after the escalation of tensions, prompting the ceasefire suggestion. The source noted that Iran did not respond in writing to the U.S. ceasefire proposal but instead provided a 'real-time response' by continuing heavy artillery strikes on the battlefield. The source disclosed that following the Iranian strikes on U.S. equipment depots located on Bubiyan Island in Kuwait, U.S. diplomatic efforts to seek a ceasefire have significantly intensified.

[U.S. Proposed 48-Hour Ceasefire, Iran Responds with Military Action]On April 4, a knowledgeable source revealed that the U.S. proposed a temporary 48-hour ceasefire to Iran through a friendly nation on April 1. The Iranian assessment indicated that the U.S. had previously misjudged Iran's military capabilities, leading to significant difficulties for U.S. forces in the region after the escalation of tensions, prompting the ceasefire suggestion. The source noted that Iran did not respond in writing to the U.S. ceasefire proposal but instead provided a 'real-time response' by continuing heavy artillery strikes on the battlefield. The source disclosed that following the Iranian strikes on U.S. equipment depots located on Bubiyan Island in Kuwait, U.S. diplomatic efforts to seek a ceasefire have significantly intensified.

U.S. Proposed 48-Hour Ceasefire, Iran Responds with Military Action

On April 4, Polygon announced on platform X that SurfLiquid has launched an AI-driven stablecoin savings vault on the Polygon chain. Each user can have a dedicated non-custodial account to earn yields by holding USDC through the lending market. This product is now live on Polygon, supported by deployment from Morpho.

[SurfLiquid Launches AI-Driven Stablecoin Savings Vault on Polygon]On April 4, Polygon announced on platform X that SurfLiquid has launched an AI-driven stablecoin savings vault on the Polygon chain. Each user can have a dedicated non-custodial account to earn yields by holding USDC through the lending market. This product is now live on Polygon, supported by deployment from Morpho.

SurfLiquid Launches AI-Driven Stablecoin Savings Vault on Polygon

According to monitoring by 1M AI News, Boris Cherny, head of Anthropic Claude Code, stated that starting from April 4, 2026, at 12:00 PT (April 5, 2026, at 03:00 Beijing time), third-party tools such as OpenClaw will no longer count towards the usage quota of Claude subscriptions. Users who wish to continue using services through these tools with their Claude accounts will need to switch to an extra usage prepaid quota or directly use the Claude API key. Anthropic explained that the subscription product was not designed for high-intensity usage of such third-party tools, and the company needs to allocate capacity more judiciously, prioritizing official products and API users.

[Claude Subscription Usage Scope Tightened: Third-Party Tools like OpenClaw Will Require Additional Payment]According to monitoring by 1M AI News, Boris Cherny, head of Anthropic Claude Code, stated that starting from April 4, 2026, at 12:00 PT (April 5, 2026, at 03:00 Beijing time), third-party tools such as OpenClaw will no longer count towards the usage quota of Claude subscriptions. Users who wish to continue using services through these tools with their Claude accounts will need to switch to an extra usage prepaid quota or directly use the Claude API key. Anthropic explained that the subscription product was not designed for high-intensity usage of such third-party tools, and the company needs to allocate capacity more judiciously, prioritizing official products and API users.

Claude Subscription Usage Scope Tightened: Third-Party Tools like OpenClaw Will Require Additional Payment

Huobi Global data showed that BTC fell below 20000  USDT and is now at 19998.75 USDT, with a decrease of 4.44% in 24H.

[BTC fell below 20000  USDT] Huobi Global data showed that BTC fell below 20000  USDT and is now at 19998.75 USDT, with a decrease of 4.44% in 24H.

BTC fell below 20000  USDT

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