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On April 29, Japanese Prime Minister Sanae Takaichi posted on social media stating: We have confirmed that a vessel associated with Japan, which was previously stranded in the Persian Gulf, safely passed through the Strait of Hormuz on April 29 and has now exited the Persian Gulf, heading towards Japan. There are three Japanese crew members on board. Japan has consistently maintained that it is essential to ensure the safe and free navigation of all vessels, including Japanese ships, in the Strait of Hormuz as soon as possible. Japan will seize every opportunity to engage with Iran. I have personally conveyed our position to Iranian President Ebrahim Raisi. (Tokyo News Agency)

[Japan Confirms a Japanese Super Tanker Has Safely Passed Through the Strait of Hormuz]On April 29, Japanese Prime Minister Sanae Takaichi posted on social media stating: We have confirmed that a vessel associated with Japan, which was previously stranded in the Persian Gulf, safely passed through the Strait of Hormuz on April 29 and has now exited the Persian Gulf, heading towards Japan. There are three Japanese crew members on board. Japan has consistently maintained that it is essential to ensure the safe and free navigation of all vessels, including Japanese ships, in the Strait of Hormuz as soon as possible. Japan will seize every opportunity to engage with Iran. I have personally conveyed our position to Iranian President Ebrahim Raisi. (Tokyo News Agency)

Japan Confirms a Japanese Super Tanker Has Safely Passed Through the Strait of Hormuz

On April 29, CITIC Securities International released a report indicating that OpenAI, Microsoft, and Amazon are restructuring their cooperation. Microsoft has terminated its exclusive rights to use OpenAI's models and adjusted the partnership to a non-exclusive agreement effective until 2032. The cooperation model has shifted from an indefinite partnership linked to AGI to a fixed-term collaboration. Overall, this adjustment signifies a transition in the AI industry from 'cloud platform lock-in' to a more open multi-cloud model, enhancing competition between cloud providers and large models, while also offering enterprise clients greater flexibility in model and infrastructure combinations. Marginally, the report suggests that this is more beneficial for Amazon and Google’s cloud businesses, allowing them to access OpenAI models while reinforcing their neutral AI infrastructure strategy with multiple models and partners. For Microsoft, the report takes a more neutral and balanced view of the deal. The negative aspect is that losing exclusive cooperation with OpenAI weakens Azure's differentiated advantage in the AI sector, which may somewhat hinder the marginal growth elasticity of its cloud business. Positive factors include better financial terms, ongoing large-scale Azure resource consumption, and continued ownership of approximately 27% of OpenAI's shares, participating in its long-term growth. Additionally, this arrangement opens up more potential financing channels for OpenAI, somewhat safeguarding Microsoft's existing investment value in OpenAI.

[CITIC Securities International: Microsoft and OpenAI Update Cooperation Agreement, Positive Outlook for Amazon and Google]On April 29, CITIC Securities International released a report indicating that OpenAI, Microsoft, and Amazon are restructuring their cooperation. Microsoft has terminated its exclusive rights to use OpenAI's models and adjusted the partnership to a non-exclusive agreement effective until 2032. The cooperation model has shifted from an indefinite partnership linked to AGI to a fixed-term collaboration. Overall, this adjustment signifies a transition in the AI industry from 'cloud platform lock-in' to a more open multi-cloud model, enhancing competition between cloud providers and large models, while also offering enterprise clients greater flexibility in model and infrastructure combinations. Marginally, the report suggests that this is more beneficial for Amazon and Google’s cloud businesses, allowing them to access OpenAI models while reinforcing their neutral AI infrastructure strategy with multiple models and partners. For Microsoft, the report takes a more neutral and balanced view of the deal. The negative aspect is that losing exclusive cooperation with OpenAI weakens Azure's differentiated advantage in the AI sector, which may somewhat hinder the marginal growth elasticity of its cloud business. Positive factors include better financial terms, ongoing large-scale Azure resource consumption, and continued ownership of approximately 27% of OpenAI's shares, participating in its long-term growth. Additionally, this arrangement opens up more potential financing channels for OpenAI, somewhat safeguarding Microsoft's existing investment value in OpenAI.

CITIC Securities International: Microsoft and OpenAI Update Cooperation Agreement, Positive Outlook for Amazon and Google

On April 29, according to official news, the decentralized AI computing protocol Gensyn's token AI will be launched today, April 29.

[Gensyn Announces Token AI Launch Today]On April 29, according to official news, the decentralized AI computing protocol Gensyn's token AI will be launched today, April 29.

Gensyn Announces Token AI Launch Today

On April 29, DeFi researcher Stacy Muur (@stacy_muur) reported that as the stablecoin market surpasses $310 billion and the on-chainization of RWA (real-world assets) accelerates, Pendle is gradually becoming the core infrastructure of the on-chain 'fixed income market.' The article states that a significant amount of RWA yields is currently flowing into Pendle, including traditional financial yield assets such as U.S. Treasury bonds, private credit, corporate bonds, and dividends from NASDAQ-listed companies. Pendle's PT/YT yield split mechanism allows for the conversion of floating yields into fixed-rate products, meeting institutional demand for 'predictable returns.' Several leading TradFi and DeFi projects have already integrated with Pendle: Apollo Global Management's credit fund, with over $840 billion in assets, has connected through the Ember protocol; Strategy's STRC dividend yield has been tokenized by Saturn and Apyx and launched on Pendle; Paxos's U.S. Treasury stablecoin USDG has seen its TVL exceed $120 million within two months of launch; Ethena has previously brought over $4.7 billion in TVL to Pendle, becoming one of its largest yield sources. The article also notes that the U.S. 'GENIUS Act' and 'CLARITY Act' regulatory frameworks may restrict centralized platforms from directly paying interest to stablecoin users, but Pendle, as it operates under an 'on-chain market mechanism' rather than as a yield distributor, may become a primary on-chain venue for U.S. dollar stablecoin yield trading in the future. Data shows that Pendle has settled over $69.8 billion in yields to date.

[Pendle Becomes Core Hub for RWA Yield: Continuous Inflow of Funds and Yields from Apollo, Paxos, Ethena, Strategy, and Others]On April 29, DeFi researcher Stacy Muur (@stacy_muur) reported that as the stablecoin market surpasses $310 billion and the on-chainization of RWA (real-world assets) accelerates, Pendle is gradually becoming the core infrastructure of the on-chain 'fixed income market.' The article states that a significant amount of RWA yields is currently flowing into Pendle, including traditional financial yield assets such as U.S. Treasury bonds, private credit, corporate bonds, and dividends from NASDAQ-listed companies. Pendle's PT/YT yield split mechanism allows for the conversion of floating yields into fixed-rate products, meeting institutional demand for 'predictable returns.' Several leading TradFi and DeFi projects have already integrated with Pendle: Apollo Global Management's credit fund, with over $840 billion in assets, has connected through the Ember protocol; Strategy's STRC dividend yield has been tokenized by Saturn and Apyx and launched on Pendle; Paxos's U.S. Treasury stablecoin USDG has seen its TVL exceed $120 million within two months of launch; Ethena has previously brought over $4.7 billion in TVL to Pendle, becoming one of its largest yield sources. The article also notes that the U.S. 'GENIUS Act' and 'CLARITY Act' regulatory frameworks may restrict centralized platforms from directly paying interest to stablecoin users, but Pendle, as it operates under an 'on-chain market mechanism' rather than as a yield distributor, may become a primary on-chain venue for U.S. dollar stablecoin yield trading in the future. Data shows that Pendle has settled over $69.8 billion in yields to date.

Pendle Becomes Core Hub for RWA Yield: Continuous Inflow of Funds and Yields from Apollo, Paxos, Ethena, Strategy, and Others

On April 29, according to an announcement from Huobi HTX, the platform opened the deposit service for RAIN at 15:00 (GMT+8). Spot trading and grid trading for RAIN/USDT will commence at 20:00 (GMT+8) on April 29. The withdrawal service for RAIN will be available starting May 2 at 20:00 (GMT+8). Additionally, Huobi will introduce RAIN/USDT (10X) isolated margin trading at 20:00 (GMT+8) on April 29. RAIN is a fully decentralized prediction market protocol built on Arbitrum, offering cross-chain support. It is positioned as the 'Uniswap of the prediction market space,' providing a permissionless framework that allows anyone to create and trade custom markets without restrictions.

[Huobi HTX to Launch RAIN (Rain) Today at 20:00, Introducing RAIN/USDT (10X) Isolated Margin Trading]On April 29, according to an announcement from Huobi HTX, the platform opened the deposit service for RAIN at 15:00 (GMT+8). Spot trading and grid trading for RAIN/USDT will commence at 20:00 (GMT+8) on April 29. The withdrawal service for RAIN will be available starting May 2 at 20:00 (GMT+8). Additionally, Huobi will introduce RAIN/USDT (10X) isolated margin trading at 20:00 (GMT+8) on April 29. RAIN is a fully decentralized prediction market protocol built on Arbitrum, offering cross-chain support. It is positioned as the 'Uniswap of the prediction market space,' providing a permissionless framework that allows anyone to create and trade custom markets without restrictions.

Huobi HTX to Launch RAIN (Rain) Today at 20:00, Introducing RAIN/USDT (10X) Isolated Margin Trading

On April 29, according to official news, the decentralized AI computing protocol gensyn will launch its token AI today, April 29.

[gensyn: AI Token Launches Today]On April 29, according to official news, the decentralized AI computing protocol gensyn will launch its token AI today, April 29.

gensyn: AI Token Launches Today

On April 29, US Treasury yields dipped slightly. While traders continue to closely monitor the situation in the Middle East, market attention is shifting towards the Federal Reserve's policy decision on Wednesday, with expectations that interest rates will remain unchanged at 3.50%-3.75%. The market will be looking for clues regarding the future policy path, while the money market has priced in a small risk of rate cuts this year. Amanda Sundstrom from SEB stated in a report, "In the near term... given the high level of uncertainty, the Fed may adopt a wait-and-see approach, and our forecast is for a rate cut in December." According to Tradeweb data, the yield on the two-year US Treasury fell by 0.4 basis points to 3.838%, while the yield on the ten-year US Treasury decreased by 0.6 basis points to 4.346%.

[US Treasury Yields Dip Slightly as Market Focus Shifts to Fed Decision]On April 29, US Treasury yields dipped slightly. While traders continue to closely monitor the situation in the Middle East, market attention is shifting towards the Federal Reserve's policy decision on Wednesday, with expectations that interest rates will remain unchanged at 3.50%-3.75%. The market will be looking for clues regarding the future policy path, while the money market has priced in a small risk of rate cuts this year. Amanda Sundstrom from SEB stated in a report, "In the near term... given the high level of uncertainty, the Fed may adopt a wait-and-see approach, and our forecast is for a rate cut in December." According to Tradeweb data, the yield on the two-year US Treasury fell by 0.4 basis points to 3.838%, while the yield on the ten-year US Treasury decreased by 0.6 basis points to 4.346%.

US Treasury Yields Dip Slightly as Market Focus Shifts to Fed Decision

On April 29, according to an announcement from Huobi HTX, the platform will open the deposit services for GENIUS at 15:00 (GMT+8) on April 29. Spot trading and grid trading for GENIUS/USDT will commence at 15:00 (GMT+8) on April 30. Withdrawal services for GENIUS will be available starting at 15:00 (GMT+8) on May 1. It is reported that Genius Terminal is the first private and ultimate on-chain terminal. It represents an evolutionary form following aggregators, intents, cross-chain bridges, and wallet extensions—a trading operating system (OS) designed specifically for professional users, aimed at serving those who seek DeFi functionalities but are frustrated by its complex interaction experiences.

[Huobi HTX to Launch GENIUS Tomorrow at 15:00]On April 29, according to an announcement from Huobi HTX, the platform will open the deposit services for GENIUS at 15:00 (GMT+8) on April 29. Spot trading and grid trading for GENIUS/USDT will commence at 15:00 (GMT+8) on April 30. Withdrawal services for GENIUS will be available starting at 15:00 (GMT+8) on May 1. It is reported that Genius Terminal is the first private and ultimate on-chain terminal. It represents an evolutionary form following aggregators, intents, cross-chain bridges, and wallet extensions—a trading operating system (OS) designed specifically for professional users, aimed at serving those who seek DeFi functionalities but are frustrated by its complex interaction experiences.

Huobi HTX to Launch GENIUS Tomorrow at 15:00

On April 29, Thomas Hulick, CEO of Strategy Asset Managers, stated that with the market widely expecting Federal Reserve Chairman Powell and the Federal Open Market Committee to keep interest rates unchanged, the current key variable is energy. Futures markets indicate that expectations of oil prices above $85 are continuing to drive up inflation expectations and exacerbate intraday fluctuations in U.S. Treasury yields. As long as the tensions in the Middle East involving Iran and the blockade issues in the Strait of Hormuz remain unresolved, the bond market will continue to be sensitive to inflation risks. 'This is why we are still hearing discussions about a possible rate hike later this year,' he added. To normalize yields, oil prices may need to fall back to the $70 per barrel range. 'Once energy prices stabilize, inflation expectations should decline accordingly, allowing U.S. Treasury yields to return to more fundamental levels.' (Jin Shi)

[Analysis: Energy Prices Become Key Variable in Fed Policy Path]On April 29, Thomas Hulick, CEO of Strategy Asset Managers, stated that with the market widely expecting Federal Reserve Chairman Powell and the Federal Open Market Committee to keep interest rates unchanged, the current key variable is energy. Futures markets indicate that expectations of oil prices above $85 are continuing to drive up inflation expectations and exacerbate intraday fluctuations in U.S. Treasury yields. As long as the tensions in the Middle East involving Iran and the blockade issues in the Strait of Hormuz remain unresolved, the bond market will continue to be sensitive to inflation risks. 'This is why we are still hearing discussions about a possible rate hike later this year,' he added. To normalize yields, oil prices may need to fall back to the $70 per barrel range. 'Once energy prices stabilize, inflation expectations should decline accordingly, allowing U.S. Treasury yields to return to more fundamental levels.' (Jin Shi)

Analysis: Energy Prices Become Key Variable in Fed Policy Path

On April 28, White House Press Secretary Kayleigh McEnany confirmed at a press conference that President Trump and his national security team met to discuss a new negotiation proposal put forward by Iran. McEnany stated that it was uncertain whether the meeting had concluded, but the proposal was indeed under discussion. However, she noted that she did not want to preempt the president or his national security team in making statements. According to a report by Axios on April 26, a U.S. official and two informed sources indicated that the U.S. had received a new negotiation proposal from Iran, relayed through Pakistan. The new Iranian proposal primarily focuses on resolving the crisis in the Strait of Hormuz and the U.S. maritime blockade against Iran. As part of the proposal, a ceasefire would be extended for a long duration, or the parties would agree to permanently end hostilities. Nuclear negotiations would only commence after the Strait of Hormuz is reopened and the U.S. lifts its blockade.

[White House: Trump and National Security Team Discuss New Iranian Proposal]On April 28, White House Press Secretary Kayleigh McEnany confirmed at a press conference that President Trump and his national security team met to discuss a new negotiation proposal put forward by Iran. McEnany stated that it was uncertain whether the meeting had concluded, but the proposal was indeed under discussion. However, she noted that she did not want to preempt the president or his national security team in making statements. According to a report by Axios on April 26, a U.S. official and two informed sources indicated that the U.S. had received a new negotiation proposal from Iran, relayed through Pakistan. The new Iranian proposal primarily focuses on resolving the crisis in the Strait of Hormuz and the U.S. maritime blockade against Iran. As part of the proposal, a ceasefire would be extended for a long duration, or the parties would agree to permanently end hostilities. Nuclear negotiations would only commence after the Strait of Hormuz is reopened and the U.S. lifts its blockade.

White House: Trump and National Security Team Discuss New Iranian Proposal

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

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