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On April 28, according to a recent CNBC survey, market divergence regarding Kevin Walsh's future policy direction at the Federal Reserve has significantly intensified following his nomination hearing. The survey, which included 26 economists, strategists, and analysts, revealed that only 50% of respondents believe Walsh can maintain a high level of policy independence, while 46% think his independence is limited or even nonexistent. However, compared to last month, the proportion of those recognizing his independence has increased by 13 percentage points, indicating that the hearing has somewhat alleviated market concerns. In terms of policy expectations, 58% of respondents view Walsh as generally 'dovish,' favoring rate cuts; yet, 65% believe he will adopt a 'hawkish' stance on balance sheet reduction, accelerating the contraction of the Fed's balance sheet. The market is particularly focused on Walsh's previous statements regarding 're-coordinating balance sheet management between the Treasury and the Fed.' Analysts warn that this could undermine the separation of fiscal and monetary policy established in 1951, weakening the long-standing foundation of Fed independence. Regarding the current balance sheet size of approximately $6.7 trillion, 41% of respondents expect that Walsh could reduce the balance sheet by about $800 billion in his first year, while 46% believe it will be difficult to make significant progress in the short term. Additionally, concerning the impact of AI on inflation and productivity, Walsh advocates for proactive policy measures rather than waiting for data confirmation; however, as many as 81% of surveyed experts believe that the Fed should still rely on actual economic data, and the long-term deflationary potential brought by AI is insufficient to justify a rapid shift towards easing policies in the short term.

[Expectations Rise for Walsh's Succession: Market Concerns Over Fed Independence and Confusion in Rate Cuts and Balance Sheet Reduction]On April 28, according to a recent CNBC survey, market divergence regarding Kevin Walsh's future policy direction at the Federal Reserve has significantly intensified following his nomination hearing. The survey, which included 26 economists, strategists, and analysts, revealed that only 50% of respondents believe Walsh can maintain a high level of policy independence, while 46% think his independence is limited or even nonexistent. However, compared to last month, the proportion of those recognizing his independence has increased by 13 percentage points, indicating that the hearing has somewhat alleviated market concerns. In terms of policy expectations, 58% of respondents view Walsh as generally 'dovish,' favoring rate cuts; yet, 65% believe he will adopt a 'hawkish' stance on balance sheet reduction, accelerating the contraction of the Fed's balance sheet. The market is particularly focused on Walsh's previous statements regarding 're-coordinating balance sheet management between the Treasury and the Fed.' Analysts warn that this could undermine the separation of fiscal and monetary policy established in 1951, weakening the long-standing foundation of Fed independence. Regarding the current balance sheet size of approximately $6.7 trillion, 41% of respondents expect that Walsh could reduce the balance sheet by about $800 billion in his first year, while 46% believe it will be difficult to make significant progress in the short term. Additionally, concerning the impact of AI on inflation and productivity, Walsh advocates for proactive policy measures rather than waiting for data confirmation; however, as many as 81% of surveyed experts believe that the Fed should still rely on actual economic data, and the long-term deflationary potential brought by AI is insufficient to justify a rapid shift towards easing policies in the short term.

Expectations Rise for Walsh's Succession: Market Concerns Over Fed Independence and Confusion in Rate Cuts and Balance Sheet Reduction

On April 28, as negotiations between the U.S. and Iran remain stalled and transportation through the Strait of Hormuz is disrupted, international oil prices have strengthened again, with WTI crude returning to the $100 mark, and both WTI and Brent crude rising over 2% in a single day. According to the White House, President Trump and the national security team have reviewed Iran's latest proposal. Iran seeks to restart shipping through the Strait of Hormuz in exchange for the U.S. lifting port blockades and ceasing hostile actions, but Trump has stated that he will only consider easing sanctions once the agreement is '100% implemented.' Currently, the two sides have not reached an agreement. Tamas Varga, a senior analyst at PVM Oil Associates, warned that if the conflict continues for an extended period, it is 'not impossible' for oil prices to exceed $150. He pointed out that there is currently a lack of sufficient alternative energy to fill the supply gap, and if supply disruptions last longer, the losses in supply will outweigh the impacts of demand shrinkage. Andy Lipow, president of Lipow Oil Associates, also stated that even if the conflict ends immediately, it will take months to clear mines, alleviate tanker congestion, and restore production, predicting that the oil market will need at least 4 to 6 months to stabilize. Meanwhile, several Wall Street institutions have simultaneously downgraded their oil market recovery expectations. Goldman Sachs has pushed back the timeline for the recovery of Gulf energy exports to the end of June; Citigroup has projected that if the blockade of the Strait of Hormuz continues until the end of June, Brent crude prices could rise to $150 per barrel.

[Warning: Oil Prices May Surge to $150 if Hormuz Crisis Persists]On April 28, as negotiations between the U.S. and Iran remain stalled and transportation through the Strait of Hormuz is disrupted, international oil prices have strengthened again, with WTI crude returning to the $100 mark, and both WTI and Brent crude rising over 2% in a single day. According to the White House, President Trump and the national security team have reviewed Iran's latest proposal. Iran seeks to restart shipping through the Strait of Hormuz in exchange for the U.S. lifting port blockades and ceasing hostile actions, but Trump has stated that he will only consider easing sanctions once the agreement is '100% implemented.' Currently, the two sides have not reached an agreement. Tamas Varga, a senior analyst at PVM Oil Associates, warned that if the conflict continues for an extended period, it is 'not impossible' for oil prices to exceed $150. He pointed out that there is currently a lack of sufficient alternative energy to fill the supply gap, and if supply disruptions last longer, the losses in supply will outweigh the impacts of demand shrinkage. Andy Lipow, president of Lipow Oil Associates, also stated that even if the conflict ends immediately, it will take months to clear mines, alleviate tanker congestion, and restore production, predicting that the oil market will need at least 4 to 6 months to stabilize. Meanwhile, several Wall Street institutions have simultaneously downgraded their oil market recovery expectations. Goldman Sachs has pushed back the timeline for the recovery of Gulf energy exports to the end of June; Citigroup has projected that if the blockade of the Strait of Hormuz continues until the end of June, Brent crude prices could rise to $150 per barrel.

Warning: Oil Prices May Surge to $150 if Hormuz Crisis Persists

On April 28, Nicolai Tangen, CEO of Norway's Sovereign Wealth Fund, stated that the advent of the artificial intelligence era is partially offsetting the inflationary impact caused by the surge in energy prices due to the Middle East conflict, helping the market absorb the shock. In an interview on Tuesday, Tangen remarked, "This is striking because, given the current situation in the Middle East, one would expect this to translate into rising energy prices, fuel prices, and fertilizer prices." He noted, "To some extent, this has already begun to impact Asia. We expect it to transmit to Europe and the United States through rising prices. This is usually unfavorable for the market. But the market is indeed coping calmly." Tangen expressed surprise that there has not yet been a significant disruption in the financial markets. "Inflation is typically a factor that hits the market. This is something we must closely monitor. On the other hand, we have AI, which we believe has a deflationary effect. I think this is precisely what the market is currently digesting." (Jin Shi)

[CEO of Norway's Sovereign Wealth Fund: AI Partially Offsets Energy Inflation, Aiding Market Resilience]On April 28, Nicolai Tangen, CEO of Norway's Sovereign Wealth Fund, stated that the advent of the artificial intelligence era is partially offsetting the inflationary impact caused by the surge in energy prices due to the Middle East conflict, helping the market absorb the shock. In an interview on Tuesday, Tangen remarked, "This is striking because, given the current situation in the Middle East, one would expect this to translate into rising energy prices, fuel prices, and fertilizer prices." He noted, "To some extent, this has already begun to impact Asia. We expect it to transmit to Europe and the United States through rising prices. This is usually unfavorable for the market. But the market is indeed coping calmly." Tangen expressed surprise that there has not yet been a significant disruption in the financial markets. "Inflation is typically a factor that hits the market. This is something we must closely monitor. On the other hand, we have AI, which we believe has a deflationary effect. I think this is precisely what the market is currently digesting." (Jin Shi)

CEO of Norway's Sovereign Wealth Fund: AI Partially Offsets Energy Inflation, Aiding Market Resilience

On April 28, American Bitcoin mining company Core Scientific announced plans to upgrade its mining facility located in Pecos, Texas, into a high-density data center park focused on AI, with a total power capacity target of 1.5GW, of which approximately 1GW will be available for external leasing. Core Scientific stated that around 300MW of power resources originally allocated for Bitcoin mining have been reallocated to the AI data center business, with the first data center facility's infrastructure already completed and the initial computing capacity expected to go live in early 2027. Meanwhile, the company has also secured an additional 300MW power contract and plans to further expand through a behind-the-meter power supply scheme. To support this construction, Core Scientific has purchased over 200 acres of land locally. Additionally, Core Scientific announced last week its intention to issue $3.3 billion in senior secured notes maturing in 2031 to finance the expansion of data centers in Texas, Georgia, North Carolina, and Oklahoma. In March of this year, the company also secured a $1 billion credit line from Morgan Stanley. As Bitcoin mining profits come under pressure, an increasing number of mining companies are transitioning to AI infrastructure. Previously, MARA Holdings acquired a 64% stake in French infrastructure company Exaion to expand into AI services; companies like Hut 8, TeraWulf, and Hive Digital Technologies are also converting their mining facilities into AI data centers.

[Core Scientific Bets on AI: Transforming 300MW Bitcoin Mine into AI Data Center with Expansion Goal of 1.5GW]On April 28, American Bitcoin mining company Core Scientific announced plans to upgrade its mining facility located in Pecos, Texas, into a high-density data center park focused on AI, with a total power capacity target of 1.5GW, of which approximately 1GW will be available for external leasing. Core Scientific stated that around 300MW of power resources originally allocated for Bitcoin mining have been reallocated to the AI data center business, with the first data center facility's infrastructure already completed and the initial computing capacity expected to go live in early 2027. Meanwhile, the company has also secured an additional 300MW power contract and plans to further expand through a behind-the-meter power supply scheme. To support this construction, Core Scientific has purchased over 200 acres of land locally. Additionally, Core Scientific announced last week its intention to issue $3.3 billion in senior secured notes maturing in 2031 to finance the expansion of data centers in Texas, Georgia, North Carolina, and Oklahoma. In March of this year, the company also secured a $1 billion credit line from Morgan Stanley. As Bitcoin mining profits come under pressure, an increasing number of mining companies are transitioning to AI infrastructure. Previously, MARA Holdings acquired a 64% stake in French infrastructure company Exaion to expand into AI services; companies like Hut 8, TeraWulf, and Hive Digital Technologies are also converting their mining facilities into AI data centers.

Core Scientific Bets on AI: Transforming 300MW Bitcoin Mine into AI Data Center with Expansion Goal of 1.5GW

On April 28, Polymarket's latest data shows that the market bets on the probability of Pharos token's fully diluted valuation (FDV) exceeding $500 million within a day is 85%, with a 92% probability of exceeding $300 million and a 75% probability of exceeding $800 million.

[Polymarket Bets on Pharos Token's FDV Exceeding $500 Million Within a Day at 85% Probability]On April 28, Polymarket's latest data shows that the market bets on the probability of Pharos token's fully diluted valuation (FDV) exceeding $500 million within a day is 85%, with a 92% probability of exceeding $300 million and a 75% probability of exceeding $800 million.

Polymarket Bets on Pharos Token's FDV Exceeding $500 Million Within a Day at 85% Probability

On April 28, U.S. stocks continued to strengthen on Monday, with the S&P 500 rising 0.12% to 7173.91 points, setting a new historical high. Tom Lee, founder of Fundstrat and known as 'Wall Street's Oracle,' stated that the market has largely absorbed the impact of the Iran war, and the S&P 500 index is expected to rise further to 7700 points this year. In an interview with CNBC, Lee mentioned that the U.S. economy is showing 'remarkable resilience' and that the market has passed the stress test of this round of geopolitical conflict. He believes that even if tensions in the Middle East persist, investor sentiment has clearly become 'desensitized.' Lee pointed out that the three main drivers currently pushing U.S. stocks upward include: strong corporate earnings performance, with over 89% of companies exceeding profit expectations; the productivity gains from AI beginning to materialize; and the private credit market recovering faster than expected. He also noted that historical data shows that U.S. stocks often quickly price in the effects of major geopolitical wars and gradually rebound. Although the situation in the Strait of Hormuz continues to drive up oil prices, the U.S. economy currently possesses strong anti-inflation capabilities. According to his forecast, the S&P 500 index still has about 7% upside potential to reach the target of 7700 points.

[Tom Lee: Market Desensitized to Iran War, S&P 500 Could Reach 7700 Points]On April 28, U.S. stocks continued to strengthen on Monday, with the S&P 500 rising 0.12% to 7173.91 points, setting a new historical high. Tom Lee, founder of Fundstrat and known as 'Wall Street's Oracle,' stated that the market has largely absorbed the impact of the Iran war, and the S&P 500 index is expected to rise further to 7700 points this year. In an interview with CNBC, Lee mentioned that the U.S. economy is showing 'remarkable resilience' and that the market has passed the stress test of this round of geopolitical conflict. He believes that even if tensions in the Middle East persist, investor sentiment has clearly become 'desensitized.' Lee pointed out that the three main drivers currently pushing U.S. stocks upward include: strong corporate earnings performance, with over 89% of companies exceeding profit expectations; the productivity gains from AI beginning to materialize; and the private credit market recovering faster than expected. He also noted that historical data shows that U.S. stocks often quickly price in the effects of major geopolitical wars and gradually rebound. Although the situation in the Strait of Hormuz continues to drive up oil prices, the U.S. economy currently possesses strong anti-inflation capabilities. According to his forecast, the S&P 500 index still has about 7% upside potential to reach the target of 7700 points.

Tom Lee: Market Desensitized to Iran War, S&P 500 Could Reach 7700 Points

On April 28, Bitcoin miner Core Scientific announced plans to expand its operations in Texas into a large-scale artificial intelligence data center campus with a total power capacity of up to 1.5 gigawatts. The company revealed on Monday that it is transforming its data center in Pecos, Texas, into a high-density hosting center designed to support AI workloads to meet the growing demand for computing infrastructure. It is expected that approximately 1 gigawatt of the planned capacity will be available for lease. Core Scientific CEO Adam Sullivan stated, 'We will continue to leverage our deep internal expertise to differentiate how we build and expand next-generation AI infrastructure.'

[Bitcoin Miner Core Scientific Transitions to AI, Advances 1.5GW Data Center Project]On April 28, Bitcoin miner Core Scientific announced plans to expand its operations in Texas into a large-scale artificial intelligence data center campus with a total power capacity of up to 1.5 gigawatts. The company revealed on Monday that it is transforming its data center in Pecos, Texas, into a high-density hosting center designed to support AI workloads to meet the growing demand for computing infrastructure. It is expected that approximately 1 gigawatt of the planned capacity will be available for lease. Core Scientific CEO Adam Sullivan stated, 'We will continue to leverage our deep internal expertise to differentiate how we build and expand next-generation AI infrastructure.'

Bitcoin Miner Core Scientific Transitions to AI, Advances 1.5GW Data Center Project

On April 28, U.S. Secretary of State Rubio stated in an interview with Fox News on Monday that there is no evidence to suggest that Iranian Supreme Leader Mojtaba Khamenei has died. When asked if he believes Mojtaba Khamenei is still alive, Rubio responded, 'We have indications that he is still here. Clearly, they claim he is still here. We have no evidence that he is not.' 'I think being alive and being in power are two different questions. You can be alive — but I think the question that remains is whether he has the same authority as his father did,' Rubio added.

[U.S. Secretary of State Rubio: No Evidence of Iranian Supreme Leader's Death]On April 28, U.S. Secretary of State Rubio stated in an interview with Fox News on Monday that there is no evidence to suggest that Iranian Supreme Leader Mojtaba Khamenei has died. When asked if he believes Mojtaba Khamenei is still alive, Rubio responded, 'We have indications that he is still here. Clearly, they claim he is still here. We have no evidence that he is not.' 'I think being alive and being in power are two different questions. You can be alive — but I think the question that remains is whether he has the same authority as his father did,' Rubio added.

U.S. Secretary of State Rubio: No Evidence of Iranian Supreme Leader's Death

On April 28, according to an official announcement, Huobi HTX has launched a limited-time zero-interest leverage activity for HYPE and BERA isolated margin trading. The event runs from now until April 30 at 18:00 (UTC+8). Users who register and complete KYC verification can participate in HYPE and BERA isolated margin trading to enjoy a zero-interest benefit for up to 3 days. This event focuses on two popular assets, HYPE (Hyperliquid) and BERA (Berachain), and in the context of increased market volatility and frequent structural trends, the zero-interest benefit significantly reduces the cost of capital usage, helping to enhance capital turnover efficiency and strategic flexibility. Huobi HTX will continue to optimize the user trading experience through refined products and phased incentives, assisting users in seizing opportunities in a changing market.

[Huobi Launches Limited-Time Zero-Interest Leverage for HYPE and BERA]On April 28, according to an official announcement, Huobi HTX has launched a limited-time zero-interest leverage activity for HYPE and BERA isolated margin trading. The event runs from now until April 30 at 18:00 (UTC+8). Users who register and complete KYC verification can participate in HYPE and BERA isolated margin trading to enjoy a zero-interest benefit for up to 3 days. This event focuses on two popular assets, HYPE (Hyperliquid) and BERA (Berachain), and in the context of increased market volatility and frequent structural trends, the zero-interest benefit significantly reduces the cost of capital usage, helping to enhance capital turnover efficiency and strategic flexibility. Huobi HTX will continue to optimize the user trading experience through refined products and phased incentives, assisting users in seizing opportunities in a changing market.

Huobi Launches Limited-Time Zero-Interest Leverage for HYPE and BERA

On April 26, during an interview, Trump stated that he hopes the White House Correspondents' Dinner, which was interrupted due to a shooting incident, can be rescheduled 'in a short period of time,' possibly within about 30 days. He emphasized that 'criminals and extremely dangerous individuals' should not alter the arrangements for important national events, highlighting that the dinner 'was originally an important event.'

[Trump Announces Plans to Reschedule White House Correspondents' Dinner]On April 26, during an interview, Trump stated that he hopes the White House Correspondents' Dinner, which was interrupted due to a shooting incident, can be rescheduled 'in a short period of time,' possibly within about 30 days. He emphasized that 'criminals and extremely dangerous individuals' should not alter the arrangements for important national events, highlighting that the dinner 'was originally an important event.'

Trump Announces Plans to Reschedule White House Correspondents' Dinner

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Article

based currently trades at 0.156431 USDT, up 20.35% in 24h, according to HTX market data.

Trump Announces Plans to Reschedule White House Correspondents' Dinner

Disclaimer：Il contenuto di cui sopra non rappresenta le posizioni di HTX.，HTX non fornisce alcuna raccomandazione di trading.。

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