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On April 28, the privacy wallet infrastructure platform Privy announced via Twitter that it has launched Advanced API Wallet Actions to simplify common on-chain operations, including transfers, exchanges, and earning yields. Developers only need to call a single endpoint, and Privy will automatically handle transaction construction, execution, and cross-chain gas fee payments.

[Privy Launches Advanced API Wallet Actions to Simplify On-Chain Transactions]On April 28, the privacy wallet infrastructure platform Privy announced via Twitter that it has launched Advanced API Wallet Actions to simplify common on-chain operations, including transfers, exchanges, and earning yields. Developers only need to call a single endpoint, and Privy will automatically handle transaction construction, execution, and cross-chain gas fee payments.

Privy Launches Advanced API Wallet Actions to Simplify On-Chain Transactions

On April 28, Reuters senior columnist Mike Dolan provided an analysis indicating that the current global market is continuing to rise amidst escalating geopolitical conflicts, not because investors are ignoring risks, but because the market is abandoning old globalization logic in favor of a new pricing system driven by 'security-driven growth.' The analysis points out that conflicts in the Middle East, fractures in the trade system, and intensifying great power technology competition are ongoing; however, capital has not exited the market but is instead concentrating in sectors with 'national security attributes' such as semiconductors, AI infrastructure, energy, defense, and cybersecurity. Mike Dolan defines the current environment as a 'Permacrisis,' suggesting that the world is transitioning from a rules-based globalization phase to an era of long-term disorder and geopolitical competition. In this context, core resources like computing power, unmanned systems, energy, and cybersecurity are being viewed by the market as 'strategic assets.' The report notes that the current stock market rise has distinct structural characteristics, particularly for companies related to AI computing power and hard technology, which are attracting significant amounts of risk-averse capital. The market is effectively betting that the core of future global competition will no longer be efficiency, but rather security, supply chain control, and technological sovereignty. Although the VIX volatility index remains near historical averages, analysts warn that low volatility does not equate to low risk. The ongoing restructuring of global supply chains, expansion of defense spending, and competition for key resources are continuously elevating long-term inflationary pressures. The article concludes by noting that when capital becomes overly concentrated in a few 'strategic tracks,' any deviation of valuations from fundamentals could lead to shocks that may even surpass the impacts of geopolitical conflicts.

[Behind 'The More Chaotic, The Higher': Market Not Ignoring Risks, But Restructuring Global Pricing Logic]On April 28, Reuters senior columnist Mike Dolan provided an analysis indicating that the current global market is continuing to rise amidst escalating geopolitical conflicts, not because investors are ignoring risks, but because the market is abandoning old globalization logic in favor of a new pricing system driven by 'security-driven growth.' The analysis points out that conflicts in the Middle East, fractures in the trade system, and intensifying great power technology competition are ongoing; however, capital has not exited the market but is instead concentrating in sectors with 'national security attributes' such as semiconductors, AI infrastructure, energy, defense, and cybersecurity. Mike Dolan defines the current environment as a 'Permacrisis,' suggesting that the world is transitioning from a rules-based globalization phase to an era of long-term disorder and geopolitical competition. In this context, core resources like computing power, unmanned systems, energy, and cybersecurity are being viewed by the market as 'strategic assets.' The report notes that the current stock market rise has distinct structural characteristics, particularly for companies related to AI computing power and hard technology, which are attracting significant amounts of risk-averse capital. The market is effectively betting that the core of future global competition will no longer be efficiency, but rather security, supply chain control, and technological sovereignty. Although the VIX volatility index remains near historical averages, analysts warn that low volatility does not equate to low risk. The ongoing restructuring of global supply chains, expansion of defense spending, and competition for key resources are continuously elevating long-term inflationary pressures. The article concludes by noting that when capital becomes overly concentrated in a few 'strategic tracks,' any deviation of valuations from fundamentals could lead to shocks that may even surpass the impacts of geopolitical conflicts.

Behind 'The More Chaotic, The Higher': Market Not Ignoring Risks, But Restructuring Global Pricing Logic

On April 28, as AI infrastructure continues to expand, global memory manufacturers are becoming one of the biggest beneficiaries of the current AI wave. Melius Research analyst Ben Reitzes has given Micron Technology and SanDisk a 'Buy' rating for the first time, with two-year target prices set at $700 and $1350, respectively. The analysis suggests that the explosive demand for HBM (High Bandwidth Memory) and NAND flash memory from AI data centers is reshaping the profitability model of the semiconductor industry. Unlike traditional SaaS software companies facing usage-based billing pressures, memory manufacturers are locking in revenue and gross margins through long-term procurement agreements of 3 to 5 years, creating a new business model akin to 'reverse SaaS.' Currently, NVIDIA and Advanced Micro Devices are heavily utilizing HBM solutions, driving global DRAM resources increasingly towards AI applications. Samsung Electronics, SK Hynix, and Micron have all shifted significant DRAM capacity towards HBM production, resulting in a tightening supply of general memory and rapid price increases. At present, Micron's market value is approaching $600 billion, while SanDisk has seen a cumulative increase of over 3000% in the past year, with a market value exceeding $157 billion. Analysts believe that if demand for Agent AI and physical AI continues to expand, there may still be room for further upward adjustment in the memory industry's valuation.

[AI Demand Sparks Memory Industry Boom, Micron and SanDisk Enter Valuation Reassessment Period]On April 28, as AI infrastructure continues to expand, global memory manufacturers are becoming one of the biggest beneficiaries of the current AI wave. Melius Research analyst Ben Reitzes has given Micron Technology and SanDisk a 'Buy' rating for the first time, with two-year target prices set at $700 and $1350, respectively. The analysis suggests that the explosive demand for HBM (High Bandwidth Memory) and NAND flash memory from AI data centers is reshaping the profitability model of the semiconductor industry. Unlike traditional SaaS software companies facing usage-based billing pressures, memory manufacturers are locking in revenue and gross margins through long-term procurement agreements of 3 to 5 years, creating a new business model akin to 'reverse SaaS.' Currently, NVIDIA and Advanced Micro Devices are heavily utilizing HBM solutions, driving global DRAM resources increasingly towards AI applications. Samsung Electronics, SK Hynix, and Micron have all shifted significant DRAM capacity towards HBM production, resulting in a tightening supply of general memory and rapid price increases. At present, Micron's market value is approaching $600 billion, while SanDisk has seen a cumulative increase of over 3000% in the past year, with a market value exceeding $157 billion. Analysts believe that if demand for Agent AI and physical AI continues to expand, there may still be room for further upward adjustment in the memory industry's valuation.

AI Demand Sparks Memory Industry Boom, Micron and SanDisk Enter Valuation Reassessment Period

On April 28, Bitunix officially launched the custom K-line period feature. This functionality is aimed at technical traders and professional users seeking higher precision, further enhancing the flexibility and depth of chart analysis. Users can now customize settings for non-standard periods such as 2 minutes, 6 minutes, 9 minutes, 12 minutes, 24 minutes, and 45 minutes, allowing for more accurate identification of market micro-trends and liquidity changes that traditional 5-minute or 15-minute K-lines may struggle to capture. This feature will assist users in achieving more detailed rhythm control and execution of trading strategies in complex market conditions.

[Bitunix Launches Custom K-Line Period Feature for Enhanced Trading Decisions]On April 28, Bitunix officially launched the custom K-line period feature. This functionality is aimed at technical traders and professional users seeking higher precision, further enhancing the flexibility and depth of chart analysis. Users can now customize settings for non-standard periods such as 2 minutes, 6 minutes, 9 minutes, 12 minutes, 24 minutes, and 45 minutes, allowing for more accurate identification of market micro-trends and liquidity changes that traditional 5-minute or 15-minute K-lines may struggle to capture. This feature will assist users in achieving more detailed rhythm control and execution of trading strategies in complex market conditions.

Bitunix Launches Custom K-Line Period Feature for Enhanced Trading Decisions

On April 28, Yuxuan Tang from J.P. Morgan Private Bank stated that the Bank of Japan chose to maintain interest rates amid the Middle East conflict and recent yen depreciation, but the 6 to 3 voting split indicates a high probability of a rate hike as early as June. This expectation has largely been priced into the market, which is betting on approximately two rate hikes by the end of 2026. 'We believe that the threshold for the Bank of Japan to significantly exceed this range is high,' she noted. Japan is walking a tightrope of stagflation: high energy prices and a low energy self-sufficiency rate compared to other major economies make it more vulnerable to external shocks. High-cost subsidy programs and other fiscal measures are expected to put pressure on public finances. In this context, the Bank of Japan may need to maintain a relatively accommodative policy stance to cushion demand damage. (Jinshi)

[High Probability of BOJ Rate Hike in June, Stagflation Pressure May Limit Further Tightening]On April 28, Yuxuan Tang from J.P. Morgan Private Bank stated that the Bank of Japan chose to maintain interest rates amid the Middle East conflict and recent yen depreciation, but the 6 to 3 voting split indicates a high probability of a rate hike as early as June. This expectation has largely been priced into the market, which is betting on approximately two rate hikes by the end of 2026. 'We believe that the threshold for the Bank of Japan to significantly exceed this range is high,' she noted. Japan is walking a tightrope of stagflation: high energy prices and a low energy self-sufficiency rate compared to other major economies make it more vulnerable to external shocks. High-cost subsidy programs and other fiscal measures are expected to put pressure on public finances. In this context, the Bank of Japan may need to maintain a relatively accommodative policy stance to cushion demand damage. (Jinshi)

High Probability of BOJ Rate Hike in June, Stagflation Pressure May Limit Further Tightening

On April 28, shipping monitoring agencies and satellite data indicated that Iran's crude oil exports are rapidly stagnating due to the US Navy blockade, with a large number of fully loaded supertankers gathering in the waters near Chabahar Port, just a step away from the US-controlled line. Data shows that there are currently 6 to 8 VLCC (Very Large Crude Carrier) supertankers and several medium and small tankers anchored in the Oman Gulf region. In the previous week, the US military intercepted and adjusted the routes of two large tankers in the area. As the transportation function of the Strait of Hormuz approaches paralysis, Iran's floating storage capacity has risen to approximately 155 million barrels of crude oil. To maintain exports, Iran has even reactivated aging tankers that had been out of service for three years. Kpler data indicates that Iran's remaining oil storage capacity can only last for about 12 to 22 days. If the blockade continues, the market anticipates that Iran may begin to cut production as early as mid-May, potentially by 1.5 million barrels per day. Export data has also significantly deteriorated. Iran's average daily crude oil exports in March were still about 1.85 million barrels, but have recently dropped to approximately 567,000 barrels, a decline of about 70%. Analysts point out that since Iran's crude oil is mainly sold to Asia through indirect channels, the impact on revenue typically manifests with a delay of 3 to 4 months, meaning the current blockade's impact on fiscal revenue has not yet fully reflected.

[Iranian Tankers Massively Stranded Near Chabahar Port as US Naval Blockade Approaches 'Export Cutoff' Threshold]On April 28, shipping monitoring agencies and satellite data indicated that Iran's crude oil exports are rapidly stagnating due to the US Navy blockade, with a large number of fully loaded supertankers gathering in the waters near Chabahar Port, just a step away from the US-controlled line. Data shows that there are currently 6 to 8 VLCC (Very Large Crude Carrier) supertankers and several medium and small tankers anchored in the Oman Gulf region. In the previous week, the US military intercepted and adjusted the routes of two large tankers in the area. As the transportation function of the Strait of Hormuz approaches paralysis, Iran's floating storage capacity has risen to approximately 155 million barrels of crude oil. To maintain exports, Iran has even reactivated aging tankers that had been out of service for three years. Kpler data indicates that Iran's remaining oil storage capacity can only last for about 12 to 22 days. If the blockade continues, the market anticipates that Iran may begin to cut production as early as mid-May, potentially by 1.5 million barrels per day. Export data has also significantly deteriorated. Iran's average daily crude oil exports in March were still about 1.85 million barrels, but have recently dropped to approximately 567,000 barrels, a decline of about 70%. Analysts point out that since Iran's crude oil is mainly sold to Asia through indirect channels, the impact on revenue typically manifests with a delay of 3 to 4 months, meaning the current blockade's impact on fiscal revenue has not yet fully reflected.

Iranian Tankers Massively Stranded Near Chabahar Port as US Naval Blockade Approaches 'Export Cutoff' Threshold

On April 28, Ondo Finance introduced a proxy voting feature for its $700 million tokenized stock holders. This move aims to bring Ondo's tokenized stocks closer to traditional financial assets held in brokerage accounts, similar to ETFs.

[Ondo Finance Introduces Proxy Voting Feature for $700 Million Tokenized Stock Holders]On April 28, Ondo Finance introduced a proxy voting feature for its $700 million tokenized stock holders. This move aims to bring Ondo's tokenized stocks closer to traditional financial assets held in brokerage accounts, similar to ETFs.

Ondo Finance Introduces Proxy Voting Feature for $700 Million Tokenized Stock Holders

On April 28, Fred Thiel, Chairman and CEO of Bitcoin mining company MARA, announced at the 'Bitcoin 2026' conference that the company has established a foundation. The Mara Foundation will operate independently from MARA's core business, focusing on the long-term security, ecological resilience, and widespread adoption of the Bitcoin network. Funding areas include research on quantum computing threats, support for open-source developers, education on self-custody, and policy advocacy. As its first initiative, the Mara Foundation will open voting to the community to decide the allocation of a $100,000 donation. The candidate organizations are: Qala, which is dedicated to multilingual Bitcoin technology education; the 256 Foundation, focused on open-source mining hardware and software development; and Cet, which provides low-cost wireless network services to communities in the Global South using Bitcoin as an incentive mechanism. Voting is currently open and will close on April 30.

[Bitcoin Mining Company MARA Establishes Foundation, Community to Vote on Initial $100,000 Donation Allocation]On April 28, Fred Thiel, Chairman and CEO of Bitcoin mining company MARA, announced at the 'Bitcoin 2026' conference that the company has established a foundation. The Mara Foundation will operate independently from MARA's core business, focusing on the long-term security, ecological resilience, and widespread adoption of the Bitcoin network. Funding areas include research on quantum computing threats, support for open-source developers, education on self-custody, and policy advocacy. As its first initiative, the Mara Foundation will open voting to the community to decide the allocation of a $100,000 donation. The candidate organizations are: Qala, which is dedicated to multilingual Bitcoin technology education; the 256 Foundation, focused on open-source mining hardware and software development; and Cet, which provides low-cost wireless network services to communities in the Global South using Bitcoin as an incentive mechanism. Voting is currently open and will close on April 30.

Bitcoin Mining Company MARA Establishes Foundation, Community to Vote on Initial $100,000 Donation Allocation

On April 28, international spot gold and silver experienced a short-term decline, with spot gold falling below $4,630 per ounce, a decrease of 1.11% for the day. Spot silver dropped 3.00% during the day, currently reported at $73.21 per ounce. (Jin Shi)

[International Spot Gold and Silver Decline Sharply]On April 28, international spot gold and silver experienced a short-term decline, with spot gold falling below $4,630 per ounce, a decrease of 1.11% for the day. Spot silver dropped 3.00% during the day, currently reported at $73.21 per ounce. (Jin Shi)

International Spot Gold and Silver Decline Sharply

On April 27, BlackRock's IBIT spot Bitcoin ETF recorded a weekly net inflow of $983 million, marking the highest level in six months.

[Data: BlackRock's IBIT Sees Weekly Net Inflow of $983 Million, Highest in Six Months]On April 27, BlackRock's IBIT spot Bitcoin ETF recorded a weekly net inflow of $983 million, marking the highest level in six months.

Data: BlackRock's IBIT Sees Weekly Net Inflow of $983 Million, Highest in Six Months

Where Is the AI Infrastructure Industry Chain Stuck?

Bitcoin Price Approaches $78K Amid Ongoing Bullish Momentum

Capital Flow Analysis Shows Ozak AI Absorbing Liquidity From BTC, ETH, and SOL During Market Pullbacks

Crypto Extortion Hits Strait Of Hormuz As Scammers Exploit Shipping Crisis

Crypto Trader's Account: Friends Are Leaving, What's Left to Do in This Industry?

The Altcoin Vector #51

Warsh Hearing Concludes: What Are the Notable Signals for the Crypto Industry?

Clarity Act Reaches Critical Juncture: The U.S. Crypto Regulatory Crossroads

Exchange Exposure Could Push Ozak AI’s Daily Volume Beyond $500 Million Within the First Trading Month

Liquidity Forecasts Show Ozak AI Reaching a $1.5 Billion Fully Diluted Valuation Soon After Launch

Article

Websea Cryptocurrency Exchange Suspected of Exit Scam, Withdrawal Channel Closed

Data: BlackRock's IBIT Sees Weekly Net Inflow of $983 Million, Highest in Six Months

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