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On April 8, Trump stated that the United States will work closely with Iran, asserting that a highly effective regime change has been identified in Iran. Uranium enrichment activities will be banned, and the U.S. will collaborate with Iran to excavate and remove all deeply buried nuclear 'dust' (dropped by B-2 bombers). These areas have been under extremely strict satellite surveillance (monitored by the Space Force) now and always. Since the day of the attack, nothing has been disturbed. We are and will continue to discuss tariff and sanction relief matters with Iran. Many items in the content from 3 PM have already been agreed upon.

[Trump: Discussing Tariffs and Sanctions with Iran, Uranium Enrichment to be Banned]On April 8, Trump stated that the United States will work closely with Iran, asserting that a highly effective regime change has been identified in Iran. Uranium enrichment activities will be banned, and the U.S. will collaborate with Iran to excavate and remove all deeply buried nuclear 'dust' (dropped by B-2 bombers). These areas have been under extremely strict satellite surveillance (monitored by the Space Force) now and always. Since the day of the attack, nothing has been disturbed. We are and will continue to discuss tariff and sanction relief matters with Iran. Many items in the content from 3 PM have already been agreed upon.

Trump: Discussing Tariffs and Sanctions with Iran, Uranium Enrichment to be Banned

On April 8, Trump posted on Truth Social stating that any country providing military weapons to Iran will have all their goods sold to the United States subjected to an immediate 50% tariff, effective immediately. There will be no exceptions or exemptions.

[Trump: Countries Providing Military Weapons to Iran Will Face Immediate 50% Tariff]On April 8, Trump posted on Truth Social stating that any country providing military weapons to Iran will have all their goods sold to the United States subjected to an immediate 50% tariff, effective immediately. There will be no exceptions or exemptions.

Trump: Countries Providing Military Weapons to Iran Will Face Immediate 50% Tariff

On April 8, UOB analyst Roberto Mialich stated in a report that if the Iran war ends or becomes a risk factor for the Trump administration, the dollar may decline further. He pointed out that if risk appetite improves, the dollar's safe-haven role will lose support, as seen after Trump's announcement of a two-week ceasefire. He said, 'Once the conflict ultimately ends, the market will refocus on the factors that suppressed the dollar before the outbreak of war.' If the U.S. becomes embroiled in a prolonged conflict without a clear exit strategy, the dollar may also weaken. He noted that this could trigger a new wave of concerns regarding U.S. economic policy and the dollar's credibility.

[UOB: Dollar May Decline Further if Iran War Ends]On April 8, UOB analyst Roberto Mialich stated in a report that if the Iran war ends or becomes a risk factor for the Trump administration, the dollar may decline further. He pointed out that if risk appetite improves, the dollar's safe-haven role will lose support, as seen after Trump's announcement of a two-week ceasefire. He said, 'Once the conflict ultimately ends, the market will refocus on the factors that suppressed the dollar before the outbreak of war.' If the U.S. becomes embroiled in a prolonged conflict without a clear exit strategy, the dollar may also weaken. He noted that this could trigger a new wave of concerns regarding U.S. economic policy and the dollar's credibility.

UOB: Dollar May Decline Further if Iran War Ends

U.S. President Trump stated that countries supplying military weapons to Iran will face a 50% tariff on all goods exported to the United States, effective immediately. There will be no exclusions or exemptions.

[Trump: 50% Tariff on Countries Supplying Military Weapons to Iran]U.S. President Trump stated that countries supplying military weapons to Iran will face a 50% tariff on all goods exported to the United States, effective immediately. There will be no exclusions or exemptions.

Trump: 50% Tariff on Countries Supplying Military Weapons to Iran

On April 8, Standard Chartered Bank announced that it is considering bringing part of its digital asset storage company Zodia Custody under internal management. The plan involves merging Zodia's cryptocurrency custody business with its Luxembourg digital asset department, while Zodia will continue to operate as an independent software-as-a-service business.

[Standard Chartered Plans to Bring Part of Zodia Custody Business In-House]On April 8, Standard Chartered Bank announced that it is considering bringing part of its digital asset storage company Zodia Custody under internal management. The plan involves merging Zodia's cryptocurrency custody business with its Luxembourg digital asset department, while Zodia will continue to operate as an independent software-as-a-service business.

Standard Chartered Plans to Bring Part of Zodia Custody Business In-House

On April 8, local time, US Vice President Vance stated at an event in Hungary that the ceasefire reached between the US and Iran is a 'fragile truce.' He did not disclose further details, only mentioning that the agreement includes a ceasefire, advancing negotiations, and reopening the Strait of Hormuz. Vance indicated that President Trump has instructed the US representatives responsible for negotiating with Iran to engage in discussions 'in good faith,' while also noting that Trump is 'eager to see progress.' He also stated that the US is prepared to use 'extraordinary economic leverage,' but Trump has directed that these measures 'should not be used at this time.' Vance remarked that if Iran negotiates 'in good faith,' there is a possibility for the US to reach an agreement, but 'how negotiations ultimately proceed depends on the Iranians.' (CCTV News)

[Vance: US-Iran Ceasefire is a 'Fragile Truce', Prepared for 'Extraordinary Economic Leverage']On April 8, local time, US Vice President Vance stated at an event in Hungary that the ceasefire reached between the US and Iran is a 'fragile truce.' He did not disclose further details, only mentioning that the agreement includes a ceasefire, advancing negotiations, and reopening the Strait of Hormuz. Vance indicated that President Trump has instructed the US representatives responsible for negotiating with Iran to engage in discussions 'in good faith,' while also noting that Trump is 'eager to see progress.' He also stated that the US is prepared to use 'extraordinary economic leverage,' but Trump has directed that these measures 'should not be used at this time.' Vance remarked that if Iran negotiates 'in good faith,' there is a possibility for the US to reach an agreement, but 'how negotiations ultimately proceed depends on the Iranians.' (CCTV News)

Vance: US-Iran Ceasefire is a 'Fragile Truce', Prepared for 'Extraordinary Economic Leverage'

On April 8, following the US military strikes against Iran that began in late February, the estimated cost of the conflict has reached hundreds of billions of dollars. Think tank experts estimate that the US is 'burning' $500 million daily in the Iran conflict. According to UK sources, Iran prioritizes targeting US military radar, communication systems, and aerial refueling aircraft. Known losses for the US military include: E-3 'Sentry' early warning aircraft, AN/TPY-2 radar, F-15E 'Strike Eagle' fighter jets, A-10 'Warthog' attack aircraft, C-130 'Hercules' transport aircraft, over ten MQ-9 'Reaper' drones, as well as three F-15E jets and one KC-135 'Stratotanker' refueling aircraft shot down by 'friendly fire.' Analysts state that the E-3 early warning aircraft and two radar systems are the most critical assets destroyed, with high replacement costs. McCaskill noted that if the conflict continues, shortages of key materials may worsen. A former senior US military official pointed out that most of the losses of US assets are due to 'self-inflicted' mismanagement of resources. On March 19, Trump requested an additional budget of about $200 billion, which faced skepticism from some lawmakers. (CCTV Finance)

[Think Tank Experts Estimate US Military Spending in Iran at $500 Million Daily]On April 8, following the US military strikes against Iran that began in late February, the estimated cost of the conflict has reached hundreds of billions of dollars. Think tank experts estimate that the US is 'burning' $500 million daily in the Iran conflict. According to UK sources, Iran prioritizes targeting US military radar, communication systems, and aerial refueling aircraft. Known losses for the US military include: E-3 'Sentry' early warning aircraft, AN/TPY-2 radar, F-15E 'Strike Eagle' fighter jets, A-10 'Warthog' attack aircraft, C-130 'Hercules' transport aircraft, over ten MQ-9 'Reaper' drones, as well as three F-15E jets and one KC-135 'Stratotanker' refueling aircraft shot down by 'friendly fire.' Analysts state that the E-3 early warning aircraft and two radar systems are the most critical assets destroyed, with high replacement costs. McCaskill noted that if the conflict continues, shortages of key materials may worsen. A former senior US military official pointed out that most of the losses of US assets are due to 'self-inflicted' mismanagement of resources. On March 19, Trump requested an additional budget of about $200 billion, which faced skepticism from some lawmakers. (CCTV Finance)

Think Tank Experts Estimate US Military Spending in Iran at $500 Million Daily

According to monitoring by 1M AI News, an anonymous model named HappyHorse-1.0 topped the Video Arena ranking on the AI video evaluation platform Artificial Analysis last week, securing first place in both text-to-video and image-to-video categories (excluding audio). This pushed ByteDance's Seedance 2.0 to second place. In the audio category, Seedance 2.0 still leads by a narrow margin. There was no press conference, no technical blog, and no company attribution, and no one has publicly claimed it yet. The Video Arena ranking is based on an Elo blind testing system, where users vote for their preferred video from two generated options without knowing the model's identity. HappyHorse has been on the list for a short time, with a sample size of about 3,500, which is less than half of Seedance 2.0, resulting in a wide confidence interval (±12-13 points). However, the lead in the no-audio category (approximately 76 points for text-to-video and about 48 points for image-to-video) far exceeds the margin of error. Based on the order of languages on the official website (with Chinese and Cantonese listed before English) and the 'HappyHorse' reference to the Year of the Horse in 2026, industry insiders speculate that the model originates from a Chinese team. There are two mainstream theories: 1. Several industry media outlets claim the model comes from Alibaba's Taotian Group's Future Life Lab, led by Zhang Di, who previously served as Vice President of Technology at Kuaishou and will lead the development of Keling AI starting in 2024, with a planned release of Keling 2.0 Master Edition in April 2025. In November of the same year, he will return to Alibaba. 2. User Vigo Zhao conducted a detailed comparison and found that HappyHorse completely matches multiple benchmark indicators of daVinci-MagiHuman, which was open-sourced by AI video startup Sand.ai in March of this year, and the structure of the official websites is also highly similar. Sand.ai was founded by Cao Yue, the first author of Swin Transformer, and is referred to in the industry as the 'DeepSeek of AI video.' HappyHorse's official website indicates that the model has 15 billion parameters, 40 layers of self-attention transformers, uses a Transfusion architecture (which unifies text autoregressive prediction and video audio diffusion generation within the same model), has 8-step inference, outputs 1080p video with synchronized audio, and supports lip-sync in seven languages: Chinese, English, Japanese, Korean, German, French, and Cantonese. It is fully open-source and allows commercial use.

[HappyHorse Tops AI Video Blind Test Anonymously, Alibaba's Taotian and Sand.ai Under Scrutiny]According to monitoring by 1M AI News, an anonymous model named HappyHorse-1.0 topped the Video Arena ranking on the AI video evaluation platform Artificial Analysis last week, securing first place in both text-to-video and image-to-video categories (excluding audio). This pushed ByteDance's Seedance 2.0 to second place. In the audio category, Seedance 2.0 still leads by a narrow margin. There was no press conference, no technical blog, and no company attribution, and no one has publicly claimed it yet. The Video Arena ranking is based on an Elo blind testing system, where users vote for their preferred video from two generated options without knowing the model's identity. HappyHorse has been on the list for a short time, with a sample size of about 3,500, which is less than half of Seedance 2.0, resulting in a wide confidence interval (±12-13 points). However, the lead in the no-audio category (approximately 76 points for text-to-video and about 48 points for image-to-video) far exceeds the margin of error. Based on the order of languages on the official website (with Chinese and Cantonese listed before English) and the 'HappyHorse' reference to the Year of the Horse in 2026, industry insiders speculate that the model originates from a Chinese team. There are two mainstream theories: 1. Several industry media outlets claim the model comes from Alibaba's Taotian Group's Future Life Lab, led by Zhang Di, who previously served as Vice President of Technology at Kuaishou and will lead the development of Keling AI starting in 2024, with a planned release of Keling 2.0 Master Edition in April 2025. In November of the same year, he will return to Alibaba. 2. User Vigo Zhao conducted a detailed comparison and found that HappyHorse completely matches multiple benchmark indicators of daVinci-MagiHuman, which was open-sourced by AI video startup Sand.ai in March of this year, and the structure of the official websites is also highly similar. Sand.ai was founded by Cao Yue, the first author of Swin Transformer, and is referred to in the industry as the 'DeepSeek of AI video.' HappyHorse's official website indicates that the model has 15 billion parameters, 40 layers of self-attention transformers, uses a Transfusion architecture (which unifies text autoregressive prediction and video audio diffusion generation within the same model), has 8-step inference, outputs 1080p video with synchronized audio, and supports lip-sync in seven languages: Chinese, English, Japanese, Korean, German, French, and Cantonese. It is fully open-source and allows commercial use.

HappyHorse Tops AI Video Blind Test Anonymously, Alibaba's Taotian and Sand.ai Under Scrutiny

On April 8, the Public Relations Department of the Islamic Revolutionary Guard Corps of Iran announced that in the 100th wave of operations, codenamed 'True Commitment 4', the Aerospace Force launched fierce attacks on 25 strategic targets of the enemy. These included 13 energy complexes and oil pipelines related to the United States and Israel, 10 military, security, and logistical targets, as well as several technical and infrastructure targets along the enemy's route, inflicting heavy damage on the adversary. (CCTV International News)

[Iran Claims Launch of 100th Wave of Strikes]On April 8, the Public Relations Department of the Islamic Revolutionary Guard Corps of Iran announced that in the 100th wave of operations, codenamed 'True Commitment 4', the Aerospace Force launched fierce attacks on 25 strategic targets of the enemy. These included 13 energy complexes and oil pipelines related to the United States and Israel, 10 military, security, and logistical targets, as well as several technical and infrastructure targets along the enemy's route, inflicting heavy damage on the adversary. (CCTV International News)

Iran Claims Launch of 100th Wave of Strikes

PeckShield Alert reported on Twitter that Alameda Research has a total of $12.78m loans on TrueFi and Clearpool.
In June this year, Alameda Research took out two loans worth $7.28m on TrueFi, which will be due to mature on December 20th and 21st. The company also has $5.5m loans on Clearpool.
Meanwhile, institutional capital market Maple Finance tweeted that it has no loans to Alameda Research now, and has limited exposure to FTX.

Detail

【Alameda Research has $12.78M loans on TrueFi and Clearpool】PeckShield Alert reported on Twitter that Alameda Research has a total of $12.78m loans on TrueFi and Clearpool.
In June this year, Alameda Research took out two loans worth $7.28m on TrueFi, which will be due to mature on December 20th and 21st. The company also has $5.5m loans on Clearpool.
Meanwhile, institutional capital market Maple Finance tweeted that it has no loans to Alameda Research now, and has limited exposure to FTX.

Alameda Research has $12.78M loans on TrueFi and Clearpool

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Alameda Research has $12.78M loans on TrueFi and Clearpool

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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