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On April 29, Laura Cooper of Nuveen stated in a report that the Federal Reserve's decision to remain patient this week would be a prudent approach, as its policy is in a good position. The global investment strategist noted that data from March showed resilience, from robust employment figures to controlled inflation and optimistic retail sales, indicating that American consumers have the capacity to absorb energy shocks. Cooper, who also serves as the head of macro credit bonds, said, "Financial conditions remain favorable, so the Fed's data-driven statements may remain unchanged." (Sina Finance)

[Institution: Fed Policy Expected to Be in a Good Position]On April 29, Laura Cooper of Nuveen stated in a report that the Federal Reserve's decision to remain patient this week would be a prudent approach, as its policy is in a good position. The global investment strategist noted that data from March showed resilience, from robust employment figures to controlled inflation and optimistic retail sales, indicating that American consumers have the capacity to absorb energy shocks. Cooper, who also serves as the head of macro credit bonds, said, "Financial conditions remain favorable, so the Fed's data-driven statements may remain unchanged." (Sina Finance)

Institution: Fed Policy Expected to Be in a Good Position

On April 29, Mike Sanders, head of fixed income at Madison Investments, stated in a report that the market will pay attention to how Federal Reserve Chairman Jerome Powell describes the committee's consensus view on the recent rise in inflation and the future policy path, especially as Powell's term is nearing its end. "In the context of rising oil prices potentially keeping inflation rates high, investors will want to understand as much as possible about the committee's view on risk balance," he said. The labor market is "okay, but not great," but lowering interest rates in the face of high inflation would have a significant impact on the yield curve and the overall economy, while recent rate hikes were not anticipated.

[Market Expected to Focus on Fed's Assessment of Rising Inflation]On April 29, Mike Sanders, head of fixed income at Madison Investments, stated in a report that the market will pay attention to how Federal Reserve Chairman Jerome Powell describes the committee's consensus view on the recent rise in inflation and the future policy path, especially as Powell's term is nearing its end. "In the context of rising oil prices potentially keeping inflation rates high, investors will want to understand as much as possible about the committee's view on risk balance," he said. The labor market is "okay, but not great," but lowering interest rates in the face of high inflation would have a significant impact on the yield curve and the overall economy, while recent rate hikes were not anticipated.

Market Expected to Focus on Fed's Assessment of Rising Inflation

On April 29, Michael Saylor, founder of Strategy, stated during his speech at the Bitcoin 2026 conference that the goal is to push the price of Bitcoin up to $10 million each and to establish it as a $200 trillion value network.

[Michael Saylor: The Goal is to Drive Bitcoin to $10 Million Each]On April 29, Michael Saylor, founder of Strategy, stated during his speech at the Bitcoin 2026 conference that the goal is to push the price of Bitcoin up to $10 million each and to establish it as a $200 trillion value network.

Michael Saylor: The Goal is to Drive Bitcoin to $10 Million Each

According to monitoring by Dongcha Beating, Garman confirmed in the same interview that OpenAI models on Bedrock will operate in a mixed environment of NVIDIA GPUs and Amazon's self-developed chip Trainium, with a gradual shift towards Trainium in the future. Altman expressed excitement about this transition. Garman humorously remarked that the name Trainium was a misnomer: although it can handle both training and inference, the primary use case will still be inference, yet it was named a training chip. However, he believes that the chip brand is not important to the vast majority of customers, as users interact with AI through an interface, not the chip itself. Altman agreed with this point. When Thompson inquired whether Bedrock Managed Agents would integrate models beyond OpenAI in the future, Garman did not provide a direct answer, stating only that they are currently focused on collaborating with OpenAI, and 'fullness of time is a long time'.

[OpenAI to Gradually Transition from NVIDIA GPUs to Amazon's Trainium on Bedrock]According to monitoring by Dongcha Beating, Garman confirmed in the same interview that OpenAI models on Bedrock will operate in a mixed environment of NVIDIA GPUs and Amazon's self-developed chip Trainium, with a gradual shift towards Trainium in the future. Altman expressed excitement about this transition. Garman humorously remarked that the name Trainium was a misnomer: although it can handle both training and inference, the primary use case will still be inference, yet it was named a training chip. However, he believes that the chip brand is not important to the vast majority of customers, as users interact with AI through an interface, not the chip itself. Altman agreed with this point. When Thompson inquired whether Bedrock Managed Agents would integrate models beyond OpenAI in the future, Garman did not provide a direct answer, stating only that they are currently focused on collaborating with OpenAI, and 'fullness of time is a long time'.

OpenAI to Gradually Transition from NVIDIA GPUs to Amazon's Trainium on Bedrock

On April 29, according to The Paper, the State Council Information Office held a press conference. At the meeting, Niu Yibing, Deputy Director of the Cyberspace Administration of China (CAC), stated that the rapid development of new artificial intelligence technologies is profoundly changing content production, dissemination methods, and interaction forms in cyberspace, while also presenting new era challenges for the construction of online civilization. Niu pointed out that the development of artificial intelligence provides new technical support and pathways for producing high-quality content, innovating online communication, and cultivating a civilized atmosphere. However, it also brings a series of new issues, situations, and challenges, such as the identification of false information, personal information protection, and ethical safety in AI applications, which need to be addressed with strengthened regulation and effective responses while promoting development. Since the beginning of this year, the CAC has focused on new technologies and applications of artificial intelligence, continuously enhancing institutional supply, and in collaboration with relevant departments, has issued the 'Interim Measures for the Management of Humanized Interactive Services of Artificial Intelligence' and publicly solicited opinions from society regarding the management measures for digital virtual human information services.

[Cyberspace Administration: Rapid Development of AI is Profoundly Changing Content Production]On April 29, according to The Paper, the State Council Information Office held a press conference. At the meeting, Niu Yibing, Deputy Director of the Cyberspace Administration of China (CAC), stated that the rapid development of new artificial intelligence technologies is profoundly changing content production, dissemination methods, and interaction forms in cyberspace, while also presenting new era challenges for the construction of online civilization. Niu pointed out that the development of artificial intelligence provides new technical support and pathways for producing high-quality content, innovating online communication, and cultivating a civilized atmosphere. However, it also brings a series of new issues, situations, and challenges, such as the identification of false information, personal information protection, and ethical safety in AI applications, which need to be addressed with strengthened regulation and effective responses while promoting development. Since the beginning of this year, the CAC has focused on new technologies and applications of artificial intelligence, continuously enhancing institutional supply, and in collaboration with relevant departments, has issued the 'Interim Measures for the Management of Humanized Interactive Services of Artificial Intelligence' and publicly solicited opinions from society regarding the management measures for digital virtual human information services.

Cyberspace Administration: Rapid Development of AI is Profoundly Changing Content Production

According to monitoring by Beating, tech commentator Ben Thompson published a joint interview with OpenAI CEO Altman and AWS CEO Matt Garman on Stratechery, focusing on their recently announced Bedrock Managed Agents. In the interview, Altman discussed pricing, asserting that token-based pricing is not sustainable in the long run. He cited GPT-5.5 as an example: the price per token is significantly higher than that of GPT-5.4, but the number of tokens used for the same task is much lower. Users are not concerned with the number of tokens; they only care about whether the task is completed and the total cost. He positioned OpenAI as an 'intelligence factory' rather than a token factory, believing that customers want to spend the least amount of money to acquire the most intelligence, regardless of the underlying model or the number of tokens used. Altman also mentioned that currently, there are far more customers requesting increased capacity than those looking to negotiate prices. He compared AI to utilities: no matter how cheap water is, you won't drink excessively, but intelligence is different; 'as long as the price is low enough, I will keep using more, and no other utility works this way.' Garman added that the price of computing power has decreased by numerous orders of magnitude over the past 30 years, yet the amount of computing power sold today is greater than ever. Thompson noted that Altman confidently stated in 2023 that AI would threaten Google Search and asked for his thoughts in hindsight. Altman said the outcome was better than expected, but in unexpected ways: it was initially thought that AI would change how people search for information online and directly impact search engines; in reality, OpenAI's success mainly stemmed from ChatGPT as an independent consumer product and the Codex API, and search itself has not been disrupted. He described ChatGPT as 'the first truly large-scale consumer product since Facebook,' while also acknowledging that Google is still underestimated in many respects.

[Altman Claims Token Pricing Will Become Obsolete: GPT-5.5 More Expensive but Usage Drops, Customers Only Care About Task Completion]According to monitoring by Beating, tech commentator Ben Thompson published a joint interview with OpenAI CEO Altman and AWS CEO Matt Garman on Stratechery, focusing on their recently announced Bedrock Managed Agents. In the interview, Altman discussed pricing, asserting that token-based pricing is not sustainable in the long run. He cited GPT-5.5 as an example: the price per token is significantly higher than that of GPT-5.4, but the number of tokens used for the same task is much lower. Users are not concerned with the number of tokens; they only care about whether the task is completed and the total cost. He positioned OpenAI as an 'intelligence factory' rather than a token factory, believing that customers want to spend the least amount of money to acquire the most intelligence, regardless of the underlying model or the number of tokens used. Altman also mentioned that currently, there are far more customers requesting increased capacity than those looking to negotiate prices. He compared AI to utilities: no matter how cheap water is, you won't drink excessively, but intelligence is different; 'as long as the price is low enough, I will keep using more, and no other utility works this way.' Garman added that the price of computing power has decreased by numerous orders of magnitude over the past 30 years, yet the amount of computing power sold today is greater than ever. Thompson noted that Altman confidently stated in 2023 that AI would threaten Google Search and asked for his thoughts in hindsight. Altman said the outcome was better than expected, but in unexpected ways: it was initially thought that AI would change how people search for information online and directly impact search engines; in reality, OpenAI's success mainly stemmed from ChatGPT as an independent consumer product and the Codex API, and search itself has not been disrupted. He described ChatGPT as 'the first truly large-scale consumer product since Facebook,' while also acknowledging that Google is still underestimated in many respects.

Altman Claims Token Pricing Will Become Obsolete: GPT-5.5 More Expensive but Usage Drops, Customers Only Care About Task Completion

On April 29, some observers viewed Morgan Stanley's recent entry into the U.S. spot Bitcoin ETF as a catalyst to end the current crypto bear market, citing the large distribution capability of the Wall Street giant's $80 trillion wealth advisory network. However, Adam Back, CEO of Blockstream and an early contributor to the Bitcoin community, stated that "it won't happen that quickly." Back was recently speculated by The New York Times to be Satoshi Nakamoto, the anonymous founder of Bitcoin, which he denied. He indicated that from a positive market signal perspective, Bitcoin ETFs might be the most significant development recently, even more so than a pro-crypto U.S. government, but the process is slower than most people realize. Back stated, "I think one thing people may be miscalculating is that institutional adoption is very slow. So while ETFs have been bought, fund managers have not yet allocated 2% to 4% in their general stock portfolios as suggested by BlackRock. They will do it, but slower than people expect." He mentioned that investors will not rush in overnight, and the accumulation process could take a year or even 18 months. Regarding price, Back noted that the cyclical nature of Bitcoin's four-year halving cycle must be considered. He pointed out that even if some commentators believe the four-year cycle is breaking down, "people expect it to happen, so they sell to make it actually happen," and a decline could still occur. This logic will only change when people see the market strengthening, which is currently manifesting in the form of institutional capital inflows. Back also commented on recent discussions about the rapid development of quantum computing hardware potentially threatening Bitcoin's cryptography, stating that institutions are more systematic in risk management and will focus on tail risks, while retail investors view it as a distant future risk.

[Adam Back: Institutional Investment in Bitcoin Slower Than Expected, Accumulation May Take 12 to 18 Months]On April 29, some observers viewed Morgan Stanley's recent entry into the U.S. spot Bitcoin ETF as a catalyst to end the current crypto bear market, citing the large distribution capability of the Wall Street giant's $80 trillion wealth advisory network. However, Adam Back, CEO of Blockstream and an early contributor to the Bitcoin community, stated that "it won't happen that quickly." Back was recently speculated by The New York Times to be Satoshi Nakamoto, the anonymous founder of Bitcoin, which he denied. He indicated that from a positive market signal perspective, Bitcoin ETFs might be the most significant development recently, even more so than a pro-crypto U.S. government, but the process is slower than most people realize. Back stated, "I think one thing people may be miscalculating is that institutional adoption is very slow. So while ETFs have been bought, fund managers have not yet allocated 2% to 4% in their general stock portfolios as suggested by BlackRock. They will do it, but slower than people expect." He mentioned that investors will not rush in overnight, and the accumulation process could take a year or even 18 months. Regarding price, Back noted that the cyclical nature of Bitcoin's four-year halving cycle must be considered. He pointed out that even if some commentators believe the four-year cycle is breaking down, "people expect it to happen, so they sell to make it actually happen," and a decline could still occur. This logic will only change when people see the market strengthening, which is currently manifesting in the form of institutional capital inflows. Back also commented on recent discussions about the rapid development of quantum computing hardware potentially threatening Bitcoin's cryptography, stating that institutions are more systematic in risk management and will focus on tail risks, while retail investors view it as a distant future risk.

Adam Back: Institutional Investment in Bitcoin Slower Than Expected, Accumulation May Take 12 to 18 Months

On April 29, Cointelegraph reported that Strategy has proposed changing the frequency of its STRC dividend payments from once a month to every two weeks, allowing shareholders to vote on the amendment.

[Strategy Proposes Changing STRC Dividend Payment Frequency from Monthly to Bi-Monthly]On April 29, Cointelegraph reported that Strategy has proposed changing the frequency of its STRC dividend payments from once a month to every two weeks, allowing shareholders to vote on the amendment.

Strategy Proposes Changing STRC Dividend Payment Frequency from Monthly to Bi-Monthly

On April 29, according to a report by 'Israel Today', Israel will accept a 'limited agreement' with Lebanon. (Xinhua News Agency)

[Israel to Accept a 'Limited Agreement' with Lebanon]On April 29, according to a report by 'Israel Today', Israel will accept a 'limited agreement' with Lebanon. (Xinhua News Agency)

Israel to Accept a 'Limited Agreement' with Lebanon

火币HTX数据监测显示，BTW 快速上涨，最高涨至 0.024 USDT，现报 0.023 USDT，24H最高涨幅 38%。

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【BTW 涨超 36 % ，现报 0.023 USDT】火币HTX数据监测显示，BTW 快速上涨，最高涨至 0.024 USDT，现报 0.023 USDT，24H最高涨幅 38%。

BTW 涨超 36 % ，现报 0.023 USDT

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BTW 涨超 36 % ，现报 0.023 USDT

Clause de non-responsabilité：Le contenu ci-dessus ne représente pas les positions de HTX.，HTX ne fournit pas de recommandations de trading.。

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