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On April 2, Ali Akbar Velayati, senior foreign affairs advisor to Iran's Supreme Leader and former foreign minister, stated on his personal social media account that the Strait of Hormuz is open to the world but will remain closed to the enemies of the Iranian people and their bases in the region. Velayati emphasized that the end of the conflict depends on Iran's decisions and strength, not on the delusions and arrogance of the aggressors. (CCTV News)

[Iran: Strait of Hormuz Will Remain Closed to Enemies of the Iranian People]On April 2, Ali Akbar Velayati, senior foreign affairs advisor to Iran's Supreme Leader and former foreign minister, stated on his personal social media account that the Strait of Hormuz is open to the world but will remain closed to the enemies of the Iranian people and their bases in the region. Velayati emphasized that the end of the conflict depends on Iran's decisions and strength, not on the delusions and arrogance of the aggressors. (CCTV News)

Iran: Strait of Hormuz Will Remain Closed to Enemies of the Iranian People

On April 2, Metaplanet CEO Simon Gerovich announced that in the first quarter of 2026, the company purchased 5,075 BTC at an average price of approximately $79,898, with a total investment of around $405.48 million. The year-to-date return on Bitcoin is 2.8%. As of March 31, the company has accumulated a total of 40,177 BTC, with a total cost of approximately $4.18 billion and an average cost of about $104,106.

[Metaplanet Acquires 5,075 BTC in Q1, Total Holdings Reach 40,177 BTC]On April 2, Metaplanet CEO Simon Gerovich announced that in the first quarter of 2026, the company purchased 5,075 BTC at an average price of approximately $79,898, with a total investment of around $405.48 million. The year-to-date return on Bitcoin is 2.8%. As of March 31, the company has accumulated a total of 40,177 BTC, with a total cost of approximately $4.18 billion and an average cost of about $104,106.

Metaplanet Acquires 5,075 BTC in Q1, Total Holdings Reach 40,177 BTC

On April 2, XS.com analyst Rania Gule noted in a report that oil prices could easily break above $110 per barrel again in the short term. She stated that traders are positioning themselves in anticipation of further supply disruptions following recent comments from Trump. The market has not yet fully absorbed the risks associated with the escalation of the situation in the Middle East, thus the short-term upside risks outweigh the downside risks. However, the analyst has a more balanced outlook for the mid-term, as the rekindling of interest rate hike expectations by the Federal Reserve could strengthen the dollar, putting pressure on commodities priced in dollars, such as oil. She added that the mid-term outlook for oil still depends on the global economy's ability to absorb the impacts of high interest rates.

[Analyst: Strong Dollar Will Limit Mid-Term Oil Price Gains]On April 2, XS.com analyst Rania Gule noted in a report that oil prices could easily break above $110 per barrel again in the short term. She stated that traders are positioning themselves in anticipation of further supply disruptions following recent comments from Trump. The market has not yet fully absorbed the risks associated with the escalation of the situation in the Middle East, thus the short-term upside risks outweigh the downside risks. However, the analyst has a more balanced outlook for the mid-term, as the rekindling of interest rate hike expectations by the Federal Reserve could strengthen the dollar, putting pressure on commodities priced in dollars, such as oil. She added that the mid-term outlook for oil still depends on the global economy's ability to absorb the impacts of high interest rates.

Analyst: Strong Dollar Will Limit Mid-Term Oil Price Gains

On April 2, Trump's speech raised oil prices and dampened hopes for interest rate cuts, impacting global markets once again, leading to a pullback in the Japanese and South Korean stock markets. The Nikkei 225 index closed down 1,276.41 points, a decline of 2.38%, ending at 52,463.27 points. The South Korean KOSPI index closed down 244.91 points, a decline of 4.47%, ending at 5,233.79 points. (Jin Shi)

[Japanese and South Korean Stock Markets Retreat, KOSPI Falls Nearly 4.5%]On April 2, Trump's speech raised oil prices and dampened hopes for interest rate cuts, impacting global markets once again, leading to a pullback in the Japanese and South Korean stock markets. The Nikkei 225 index closed down 1,276.41 points, a decline of 2.38%, ending at 52,463.27 points. The South Korean KOSPI index closed down 244.91 points, a decline of 4.47%, ending at 5,233.79 points. (Jin Shi)

Japanese and South Korean Stock Markets Retreat, KOSPI Falls Nearly 4.5%

On April 2, the privacy protection project zERC20 launched its Frictionless Privacy feature. New wallets integrating zERC20 will be exempt from initial gas fees. The new features include receiving zAssets without gas fees, with transaction costs automatically deducted from the assets; a one-click option to convert some zAssets into native ETH to cover transaction fees; and the ability to sever on-chain footprints, achieving completely anonymous cross-ecosystem transfers.

[zERC20 Launches Frictionless Privacy Feature]On April 2, the privacy protection project zERC20 launched its Frictionless Privacy feature. New wallets integrating zERC20 will be exempt from initial gas fees. The new features include receiving zAssets without gas fees, with transaction costs automatically deducted from the assets; a one-click option to convert some zAssets into native ETH to cover transaction fees; and the ability to sever on-chain footprints, achieving completely anonymous cross-ecosystem transfers.

zERC20 Launches Frictionless Privacy Feature

On April 2, the core contradiction in the market further expanded from 'uncertainty in energy supply' to 'damage to physical industrial capacity'. The largest aluminum company in the Middle East, EGA, has completely halted production due to attacks on its smelting plant, coupled with production cuts at several regional aluminum plants. This indicates that the war is not only affecting energy and shipping but is directly destroying the industrial metal supply chain, transmitting inflationary pressure from oil prices to the manufacturing sector. This resonates with OPEC's production cuts and disruptions in the Strait of Hormuz, causing a global supply contraction to escalate from a single category to a dual squeeze of 'energy + industrial raw materials', leading to a resurgence in inflation expectations. Federal Reserve officials have also clearly stated that energy shocks will broadly push up prices, forcing policies to remain restrictive. Meanwhile, Trump has indicated a clear timeframe of two to three weeks for increasing military strikes, but has not provided any pathway for de-escalation or opening the strait, resulting in a rapid rise in oil prices and a rebound in bond yields, while gold has seen sell-offs, indicating that the market has not entered a typical risk-averse mode but is instead shifting towards 'liquidity repricing'—with funds moving from non-yielding assets to cash and assets with pricing power. Additionally, the potential increase in tariffs on steel, aluminum, and pharmaceuticals by the U.S., along with simultaneous advancements in technology, military, and resource policies, is further segmenting global trade and supply chains, with risks spreading across multiple points. The geopolitical structure remains highly unstable. Iran has not shown substantial willingness for negotiations, instead continuing to strengthen regional strikes and strategic deterrence; this suggests that the conflict is evolving from bilateral confrontation to multi-party involvement, increasing the risks of long-term escalation and loss of control. In this context, market behavior exhibits typical characteristics of 'short-term and defensive' strategies. U.S. employment and manufacturing data appear stable on the surface, but price indicators are rising simultaneously, indicating that the economy has not weakened but is already under cost pressure, leading funds to prefer reducing duration and risk exposure. Bitcoin continues to operate as a result of risk absorption, with liquidity accumulating in the range of 69000–70100 but not being effectively digested, putting pressure on prices at 68000, reflecting insufficient willingness to absorb funds; the lower level of 65500 is a critical testing zone under the current structure, which could trigger a chain liquidity release if energy or conflict escalates again. Overall, the market has entered a new phase dominated by 'supply chain destruction': energy, metals, and geopolitical factors are simultaneously at play, raising inflation expectations without providing growth support, resulting in a typical mismatch of risk and prices. In the absence of policy anchors and war exports, asset prices will continue to be driven by liquidity and risk appetite.

[Bitunix Analyst: Energy and Industrial Metal Supply Chains Suffer Simultaneously, War Escalates to 'Physical Production System', Market Enters Inflation and Risk Mismatch Phase]On April 2, the core contradiction in the market further expanded from 'uncertainty in energy supply' to 'damage to physical industrial capacity'. The largest aluminum company in the Middle East, EGA, has completely halted production due to attacks on its smelting plant, coupled with production cuts at several regional aluminum plants. This indicates that the war is not only affecting energy and shipping but is directly destroying the industrial metal supply chain, transmitting inflationary pressure from oil prices to the manufacturing sector. This resonates with OPEC's production cuts and disruptions in the Strait of Hormuz, causing a global supply contraction to escalate from a single category to a dual squeeze of 'energy + industrial raw materials', leading to a resurgence in inflation expectations. Federal Reserve officials have also clearly stated that energy shocks will broadly push up prices, forcing policies to remain restrictive. Meanwhile, Trump has indicated a clear timeframe of two to three weeks for increasing military strikes, but has not provided any pathway for de-escalation or opening the strait, resulting in a rapid rise in oil prices and a rebound in bond yields, while gold has seen sell-offs, indicating that the market has not entered a typical risk-averse mode but is instead shifting towards 'liquidity repricing'—with funds moving from non-yielding assets to cash and assets with pricing power. Additionally, the potential increase in tariffs on steel, aluminum, and pharmaceuticals by the U.S., along with simultaneous advancements in technology, military, and resource policies, is further segmenting global trade and supply chains, with risks spreading across multiple points. The geopolitical structure remains highly unstable. Iran has not shown substantial willingness for negotiations, instead continuing to strengthen regional strikes and strategic deterrence; this suggests that the conflict is evolving from bilateral confrontation to multi-party involvement, increasing the risks of long-term escalation and loss of control. In this context, market behavior exhibits typical characteristics of 'short-term and defensive' strategies. U.S. employment and manufacturing data appear stable on the surface, but price indicators are rising simultaneously, indicating that the economy has not weakened but is already under cost pressure, leading funds to prefer reducing duration and risk exposure. Bitcoin continues to operate as a result of risk absorption, with liquidity accumulating in the range of 69000–70100 but not being effectively digested, putting pressure on prices at 68000, reflecting insufficient willingness to absorb funds; the lower level of 65500 is a critical testing zone under the current structure, which could trigger a chain liquidity release if energy or conflict escalates again. Overall, the market has entered a new phase dominated by 'supply chain destruction': energy, metals, and geopolitical factors are simultaneously at play, raising inflation expectations without providing growth support, resulting in a typical mismatch of risk and prices. In the absence of policy anchors and war exports, asset prices will continue to be driven by liquidity and risk appetite.

Bitunix Analyst: Energy and Industrial Metal Supply Chains Suffer Simultaneously, War Escalates to 'Physical Production System', Market Enters Inflation and Risk Mismatch Phase

On April 2, a spokesperson for the Pakistani Foreign Ministry stated that there has been no confirmation of any US delegation arriving for talks regarding the Iran issue.

[Pakistan: No US Delegation Arrived for Talks on Iran Issue]On April 2, a spokesperson for the Pakistani Foreign Ministry stated that there has been no confirmation of any US delegation arriving for talks regarding the Iran issue.

Pakistan: No US Delegation Arrived for Talks on Iran Issue

On April 2, the U.S. Commodity Futures Trading Commission (CFTC) announced on Wednesday that it has reached a supplemental consent order regarding its enforcement action against former FTX engineering chief Nishad Singh. Singh is required to pay $3.7 million in illicit gains and has been imposed with a five-year trading ban and an eight-year registration ban, meaning he will be unable to obtain a license to operate in the relevant industry. The CFTC's enforcement director stated that this penalty decision took into account Singh's cooperation with authorities. Previously, Singh faced multiple legal actions from the CFTC, the U.S. Securities and Exchange Commission (SEC), and the Department of Justice due to his role in the collapse of FTX in November 2022 and the misappropriation of user funds. His case with the SEC was settled in December 2025 with an eight-year industry ban. In terms of criminal charges, Singh testified against former CEO Sam Bankman-Fried and cooperated with prosecutors, ultimately receiving a sentence that includes three years of supervised release after serving his term, avoiding decades of imprisonment.

[Former FTX Engineering Chief Nishad Singh Fined $3.7 Million by CFTC with Trading and Registration Bans]On April 2, the U.S. Commodity Futures Trading Commission (CFTC) announced on Wednesday that it has reached a supplemental consent order regarding its enforcement action against former FTX engineering chief Nishad Singh. Singh is required to pay $3.7 million in illicit gains and has been imposed with a five-year trading ban and an eight-year registration ban, meaning he will be unable to obtain a license to operate in the relevant industry. The CFTC's enforcement director stated that this penalty decision took into account Singh's cooperation with authorities. Previously, Singh faced multiple legal actions from the CFTC, the U.S. Securities and Exchange Commission (SEC), and the Department of Justice due to his role in the collapse of FTX in November 2022 and the misappropriation of user funds. His case with the SEC was settled in December 2025 with an eight-year industry ban. In terms of criminal charges, Singh testified against former CEO Sam Bankman-Fried and cooperated with prosecutors, ultimately receiving a sentence that includes three years of supervised release after serving his term, avoiding decades of imprisonment.

Former FTX Engineering Chief Nishad Singh Fined $3.7 Million by CFTC with Trading and Registration Bans

On April 2, the U.S. Commodity Futures Trading Commission (CFTC) announced a supplemental consent order regarding its enforcement action against former FTX engineering chief Nishad Singh. Singh is required to pay $3.7 million in illicit gains and has been imposed a five-year trading ban and an eight-year registration ban, meaning he will be unable to obtain licenses to operate in the relevant industry. The CFTC's enforcement director stated that this penalty decision took into account Singh's cooperation with authorities. Previously, Singh faced multiple legal actions from the CFTC, the U.S. Securities and Exchange Commission (SEC), and the Department of Justice due to his role in the collapse of FTX in November 2022 and the misappropriation of user funds. His case with the SEC was settled in December 2025 with an eight-year industry ban. In criminal matters, Singh testified against former CEO Sam Bankman-Fried and cooperated with prosecutors, ultimately receiving a sentence that included three years of supervised release after serving his time, avoiding decades of imprisonment.

[Former FTX Engineering Chief Nishad Singh Fined $3.7 Million by CFTC, Banned from Trading and Registration]On April 2, the U.S. Commodity Futures Trading Commission (CFTC) announced a supplemental consent order regarding its enforcement action against former FTX engineering chief Nishad Singh. Singh is required to pay $3.7 million in illicit gains and has been imposed a five-year trading ban and an eight-year registration ban, meaning he will be unable to obtain licenses to operate in the relevant industry. The CFTC's enforcement director stated that this penalty decision took into account Singh's cooperation with authorities. Previously, Singh faced multiple legal actions from the CFTC, the U.S. Securities and Exchange Commission (SEC), and the Department of Justice due to his role in the collapse of FTX in November 2022 and the misappropriation of user funds. His case with the SEC was settled in December 2025 with an eight-year industry ban. In criminal matters, Singh testified against former CEO Sam Bankman-Fried and cooperated with prosecutors, ultimately receiving a sentence that included three years of supervised release after serving his time, avoiding decades of imprisonment.

Former FTX Engineering Chief Nishad Singh Fined $3.7 Million by CFTC, Banned from Trading and Registration

Liu Jun, Executive Vice President and China President of Lenovo Group, stated at the 2023 China Computing Conference that we are currently in the wave of the fourth industrial revolution (the intelligent revolution), which provides China with the opportunity to achieve overtaking on curves globally through intelligent transformation. Liu Jun believes that China will accelerate the formation of an independent and complete AI ecosystem, which will present three major characteristics of end-terminals having super intelligence, hybrid architecture computing, and AI being applied in all industry scenarios. In the future, the way end-terminals with AI capabilities interact with users will continue to evolve. At the conference, Lenovo announced its full-stack intelligent layout for the first time, including AI-embedded intelligent terminals, AI-guided infrastructure, and AI-native solution services, and stated that it will accelerate intelligent transformation.&nbsp;

[Lenovo Liu Jun: China will accelerate the formation of an independent and complete AI ecosystem]Liu Jun, Executive Vice President and China President of Lenovo Group, stated at the 2023 China Computing Conference that we are currently in the wave of the fourth industrial revolution (the intelligent revolution), which provides China with the opportunity to achieve overtaking on curves globally through intelligent transformation. Liu Jun believes that China will accelerate the formation of an independent and complete AI ecosystem, which will present three major characteristics of end-terminals having super intelligence, hybrid architecture computing, and AI being applied in all industry scenarios. In the future, the way end-terminals with AI capabilities interact with users will continue to evolve. At the conference, Lenovo announced its full-stack intelligent layout for the first time, including AI-embedded intelligent terminals, AI-guided infrastructure, and AI-native solution services, and stated that it will accelerate intelligent transformation.&nbsp;

Lenovo Liu Jun: China will accelerate the formation of an independent and complete AI ecosystem

Exchange 'Listing Curse' Investigation: Why 89% of New Tokens Ultimately Become Retail Investor Traps?

AI's Cost Dilemma: How Infrastructure Economics Will Reshape the Next Phase of the Market

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Public Companies Increased Bitcoin Reserves by Over 47,000 BTC in March

Lenovo Liu Jun: China will accelerate the formation of an independent and complete AI ecosystem

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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