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On April 30, the focus of 'Trump Economics' shifted from the relatively stable short-term trajectory of interest rates to a more profound question: what direction will the Federal Reserve take under Kevin Walsh, the nominee for Fed Chair by Donald Trump? This came on the day of what could be Jerome Powell's last meeting as Fed Chair. Walsh gained support in a narrow party-line vote of 13 to 11 in the Senate Banking Committee after the government decided to suspend a highly criticized criminal investigation against Powell. Krishna Guha of Evercore ISI told Flanders that based on Walsh's recent confirmation hearing, he is positioning himself as an architect of 'systemic change,' marking a break from the eras of Ben Bernanke, Janet Yellen, and Powell. Walsh has sharply criticized the Fed's inflation response during the pandemic, indicating his desire to reassess how policymakers model price pressures, relying more on supply-side analysis and potentially shifting towards alternative inflation indicators that downplay tariff-driven inflation surges.

[Walsh Seeks 'Systemic Change' at the Federal Reserve: Reducing Rhetoric and Introducing New Models]On April 30, the focus of 'Trump Economics' shifted from the relatively stable short-term trajectory of interest rates to a more profound question: what direction will the Federal Reserve take under Kevin Walsh, the nominee for Fed Chair by Donald Trump? This came on the day of what could be Jerome Powell's last meeting as Fed Chair. Walsh gained support in a narrow party-line vote of 13 to 11 in the Senate Banking Committee after the government decided to suspend a highly criticized criminal investigation against Powell. Krishna Guha of Evercore ISI told Flanders that based on Walsh's recent confirmation hearing, he is positioning himself as an architect of 'systemic change,' marking a break from the eras of Ben Bernanke, Janet Yellen, and Powell. Walsh has sharply criticized the Fed's inflation response during the pandemic, indicating his desire to reassess how policymakers model price pressures, relying more on supply-side analysis and potentially shifting towards alternative inflation indicators that downplay tariff-driven inflation surges.

Walsh Seeks 'Systemic Change' at the Federal Reserve: Reducing Rhetoric and Introducing New Models

On April 30, according to monitoring by Hyperinsight, a whale starting with address 0xe60 created a short-term buy order for 3,052 ETH on Hyperliquid in the past hour, closing out an ETH short position that previously amounted to $11.7 million. The average closing price was $2,249, resulting in a profit of $246,000. Address: 0xe60dcdf2648394b6082452707210a23017607738.

[Whale Takes Profit on $11.7 Million ETH Short Position at $2,249]On April 30, according to monitoring by Hyperinsight, a whale starting with address 0xe60 created a short-term buy order for 3,052 ETH on Hyperliquid in the past hour, closing out an ETH short position that previously amounted to $11.7 million. The average closing price was $2,249, resulting in a profit of $246,000. Address: 0xe60dcdf2648394b6082452707210a23017607738.

Whale Takes Profit on $11.7 Million ETH Short Position at $2,249

According to data from Bloomberg, central banks around the world collectively increased their gold holdings by 244 tons in the first quarter of 2026, marking the fastest pace of gold accumulation in over a year. Poland, Uzbekistan, and China were the main buyers.

[Central Banks Worldwide Increased Gold Holdings by 244 Tons in Q1 2026]According to data from Bloomberg, central banks around the world collectively increased their gold holdings by 244 tons in the first quarter of 2026, marking the fastest pace of gold accumulation in over a year. Poland, Uzbekistan, and China were the main buyers.

Central Banks Worldwide Increased Gold Holdings by 244 Tons in Q1 2026

GENIUS fluctuated by 117.0% within 24 hours, current price $0.1085

【GENIUS fluctuated over 50% in 24 hours!】GENIUS fluctuated by 117.0% within 24 hours, current price $0.1085

GENIUS fluctuated over 50% in 24 hours!

According to monitoring by Beating, OpenAI CEO Sam Altman stated at the Stripe Sessions that he hopes OpenAI will become a 'forever low-profit, but large-scale and fast-growing' infrastructure company, providing a type of 'intelligent dashboard' that anyone can purchase to automate business, develop products, or directly embed into their services. He cited Stripe as a model: charging based on usage, the larger the internet grows, the more Stripe earns, and the happier the users are. OpenAI has already signed a 20-year power and land contract to support this path. He openly acknowledged that the switching costs for AI are very low. The recent influx of users from competing programming tools to Codex indicates that as AI becomes smarter, switching platforms becomes easier, 'you just tell the agent and it’s done.' In such an industry structure, high profits are unrealistic. When asked about the idea that 'AI companies will swallow the entire value chain,' Altman said that while some companies do want to do that, OpenAI does not. He views data centers, models, and harnesses (the middleware for scheduling and orchestrating AI) as a cohesive cluster that outputs 'usable intelligence,' with other companies building products on top of that; the smarter the model, the more the other companies benefit. If a company secretly hopes that the model does not improve, it indicates that it is compensating for the model's shortcomings, and it will eventually be eliminated with the next upgrade. He also advised businesses not to overestimate the impact of AI on existing commercial structures: while agents do need to handle payments, money ultimately has to go through some channel, and companies that excel at their products will not disappear because of AI. 'The world has become somewhat obsessed with this issue,' he remarked, naming Shopify CEO Toby Lütke as the best AI adopter he has seen: hands-on, pushing the team to keep up, without engaging in gimmicks like token leaderboards, simply stating, 'all business uses AI.'

[Altman: OpenAI Aims to be a 'Forever Low-Profit' Company, Not to Dominate the Industry Chain]According to monitoring by Beating, OpenAI CEO Sam Altman stated at the Stripe Sessions that he hopes OpenAI will become a 'forever low-profit, but large-scale and fast-growing' infrastructure company, providing a type of 'intelligent dashboard' that anyone can purchase to automate business, develop products, or directly embed into their services. He cited Stripe as a model: charging based on usage, the larger the internet grows, the more Stripe earns, and the happier the users are. OpenAI has already signed a 20-year power and land contract to support this path. He openly acknowledged that the switching costs for AI are very low. The recent influx of users from competing programming tools to Codex indicates that as AI becomes smarter, switching platforms becomes easier, 'you just tell the agent and it’s done.' In such an industry structure, high profits are unrealistic. When asked about the idea that 'AI companies will swallow the entire value chain,' Altman said that while some companies do want to do that, OpenAI does not. He views data centers, models, and harnesses (the middleware for scheduling and orchestrating AI) as a cohesive cluster that outputs 'usable intelligence,' with other companies building products on top of that; the smarter the model, the more the other companies benefit. If a company secretly hopes that the model does not improve, it indicates that it is compensating for the model's shortcomings, and it will eventually be eliminated with the next upgrade. He also advised businesses not to overestimate the impact of AI on existing commercial structures: while agents do need to handle payments, money ultimately has to go through some channel, and companies that excel at their products will not disappear because of AI. 'The world has become somewhat obsessed with this issue,' he remarked, naming Shopify CEO Toby Lütke as the best AI adopter he has seen: hands-on, pushing the team to keep up, without engaging in gimmicks like token leaderboards, simply stating, 'all business uses AI.'

Altman: OpenAI Aims to be a 'Forever Low-Profit' Company, Not to Dominate the Industry Chain

On April 30, after the market closed on Wednesday, Alphabet CFO Arnaud Ashkenazy stated during the earnings call that the company has raised its full-year capital expenditure guidance for 2026 to a range of $180 billion to $190 billion, up from the previous expectation of $175 billion to $185 billion, due to investments related to the Intersect acquisition completed in March. We are seeing unprecedented demand for AI computing resources both internally and externally. Our investments in artificial intelligence are driving strong growth, as evidenced by Google Cloud's record revenue and order backlog growth, along with the excellent performance of Google Services. Looking ahead, these outstanding results reinforce our commitment to invest the necessary capital to continue seizing opportunities in artificial intelligence. Therefore, we expect capital expenditures in 2027 to increase significantly compared to 2026. (Dongxin News Agency)

[Alphabet CFO Raises 2026 Capital Expenditure Guidance to $180-$190 Billion]On April 30, after the market closed on Wednesday, Alphabet CFO Arnaud Ashkenazy stated during the earnings call that the company has raised its full-year capital expenditure guidance for 2026 to a range of $180 billion to $190 billion, up from the previous expectation of $175 billion to $185 billion, due to investments related to the Intersect acquisition completed in March. We are seeing unprecedented demand for AI computing resources both internally and externally. Our investments in artificial intelligence are driving strong growth, as evidenced by Google Cloud's record revenue and order backlog growth, along with the excellent performance of Google Services. Looking ahead, these outstanding results reinforce our commitment to invest the necessary capital to continue seizing opportunities in artificial intelligence. Therefore, we expect capital expenditures in 2027 to increase significantly compared to 2026. (Dongxin News Agency)

Alphabet CFO Raises 2026 Capital Expenditure Guidance to $180-$190 Billion

On April 30, the South Korean Ministry of Finance announced that South Korea will launch 24-hour USD-KRW trading by the end of June. (Jinshi)

[South Korea to Launch 24-Hour USD-KRW Trading by End of June]On April 30, the South Korean Ministry of Finance announced that South Korea will launch 24-hour USD-KRW trading by the end of June. (Jinshi)

South Korea to Launch 24-Hour USD-KRW Trading by End of June

On April 30, the Nikkei 225 index fell by 1.06%, closing at 59,284.92 points. The South Korean Composite Index dropped by 1.39%, closing at 6,597.87 points. (Sina Finance)

[Japanese and South Korean Stock Markets Close Lower]On April 30, the Nikkei 225 index fell by 1.06%, closing at 59,284.92 points. The South Korean Composite Index dropped by 1.39%, closing at 6,597.87 points. (Sina Finance)

Japanese and South Korean Stock Markets Close Lower

On April 30, Trust Wallet announced the official integration of the on-chain perpetual contract trading platform Hyperliquid, allowing its 220 million global users to trade perpetual contracts directly within the app. Users will benefit from deeper liquidity, tighter spreads, and a diversified trading market, enabling seamless trading of spot, contracts, and real-world assets (RWA). Hyperliquid is currently the most liquid decentralized trading platform, with a cumulative trading volume exceeding $4 trillion, supporting perpetual contract trading for crypto assets as well as real-world assets like oil and precious metals. Following this integration, Trust Wallet users can directly participate in all market transactions on Hyperliquid through the app, enjoying execution speeds and liquidity comparable to professional trading platforms. Trust Wallet aims to provide users with more convenient, smoother, and broader trading options and experiences, bringing a professional-level contract trading experience into everyone's pocket. Trust Wallet CEO Felix Fan stated, 'The integration of Hyperliquid by Trust Wallet is to meet the needs of professional traders—users require a higher quality trading experience, tighter spreads, and easier management of positions and assets, all of which can be easily and smoothly accomplished on the Trust Wallet mobile app.' It is reported that Trust Wallet will continue to expand its in-depth cooperation with leading protocols to further enrich on-chain trading categories and provide all users with a professional mobile trading experience.

[Trust Wallet Integrates Hyperliquid for In-App Trading of Crypto Assets, Commodities, and Precious Metals]On April 30, Trust Wallet announced the official integration of the on-chain perpetual contract trading platform Hyperliquid, allowing its 220 million global users to trade perpetual contracts directly within the app. Users will benefit from deeper liquidity, tighter spreads, and a diversified trading market, enabling seamless trading of spot, contracts, and real-world assets (RWA). Hyperliquid is currently the most liquid decentralized trading platform, with a cumulative trading volume exceeding $4 trillion, supporting perpetual contract trading for crypto assets as well as real-world assets like oil and precious metals. Following this integration, Trust Wallet users can directly participate in all market transactions on Hyperliquid through the app, enjoying execution speeds and liquidity comparable to professional trading platforms. Trust Wallet aims to provide users with more convenient, smoother, and broader trading options and experiences, bringing a professional-level contract trading experience into everyone's pocket. Trust Wallet CEO Felix Fan stated, 'The integration of Hyperliquid by Trust Wallet is to meet the needs of professional traders—users require a higher quality trading experience, tighter spreads, and easier management of positions and assets, all of which can be easily and smoothly accomplished on the Trust Wallet mobile app.' It is reported that Trust Wallet will continue to expand its in-depth cooperation with leading protocols to further enrich on-chain trading categories and provide all users with a professional mobile trading experience.

Trust Wallet Integrates Hyperliquid for In-App Trading of Crypto Assets, Commodities, and Precious Metals

On April 29, The Wall Street Journal reported that Parallel Web Systems, an AI infrastructure company founded by former Twitter CEO Parag Agrawal, has completed a $100 million Series B funding round, bringing its post-money valuation to $2 billion. The round was led by Sequoia Capital, with participation from existing investors including Kleiner Perkins, Index Ventures, and Khosla Ventures. Parallel focuses on providing efficient web search and access control infrastructure for 'long-cycle' AI agents, having raised a total of $230 million to date. The company employs approximately 50 people and serves over 100,000 developers and enterprise clients. It is currently prioritizing the expansion of its sales, marketing, and research and development teams to further develop enterprise-level 'AI agent web' scenarios.

[Former Twitter CEO's AI Company Parallel Web Systems Secures $100 Million in Series B Funding]On April 29, The Wall Street Journal reported that Parallel Web Systems, an AI infrastructure company founded by former Twitter CEO Parag Agrawal, has completed a $100 million Series B funding round, bringing its post-money valuation to $2 billion. The round was led by Sequoia Capital, with participation from existing investors including Kleiner Perkins, Index Ventures, and Khosla Ventures. Parallel focuses on providing efficient web search and access control infrastructure for 'long-cycle' AI agents, having raised a total of $230 million to date. The company employs approximately 50 people and serves over 100,000 developers and enterprise clients. It is currently prioritizing the expansion of its sales, marketing, and research and development teams to further develop enterprise-level 'AI agent web' scenarios.

Former Twitter CEO's AI Company Parallel Web Systems Secures $100 Million in Series B Funding

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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