7*24

Hot topic

Market

Activities

On April 10, The Block reported that TD Cowen has reduced the target price for Strategy (MSTR) by 20.5% from $440 to $350, while maintaining a buy rating. Analysts Lance Vitanza and Jonathan Navarrete attributed this adjustment to a "downward revision of Bitcoin price expectations" and a decrease in the valuation multiple for the company's Bitcoin earnings. They lowered the expected "BTC revenue" for Strategy in fiscal year 2026 to $7.87 billion, down from $10.17 billion in 2025, but still believe the company's core investment logic lies in converting market demand for volatility into Bitcoin in an "efficient leverage form." TD Cowen's baseline scenario assumes Bitcoin will reach $140,000 by December 2026, with the company accumulating approximately $5 billion in Bitcoin each quarter; in an optimistic scenario, Bitcoin rises to $175,000, with accumulation exceeding $5 billion per quarter; in a pessimistic scenario, Bitcoin drops to $25,000, leading the company to pause accumulation due to market conditions or financing constraints. Additionally, TD Cowen has initiated coverage on four digital asset treasury companies, all receiving buy ratings: Sharplink (SBET), Strive (ASST), Nakamoto Holdings (NAKA), and The Smarter Web Company (SWC.LN). Target prices are set at $16 for Sharplink, $26 for Strive, $1 for Nakamoto Holdings, and £1 (approximately $1.34) for The Smarter Web Company.

[TD Cowen Lowers Strategy Target Price to $350, Maintains Buy Rating for Sharplink and Three Other Crypto Treasury Firms]On April 10, The Block reported that TD Cowen has reduced the target price for Strategy (MSTR) by 20.5% from $440 to $350, while maintaining a buy rating. Analysts Lance Vitanza and Jonathan Navarrete attributed this adjustment to a "downward revision of Bitcoin price expectations" and a decrease in the valuation multiple for the company's Bitcoin earnings. They lowered the expected "BTC revenue" for Strategy in fiscal year 2026 to $7.87 billion, down from $10.17 billion in 2025, but still believe the company's core investment logic lies in converting market demand for volatility into Bitcoin in an "efficient leverage form." TD Cowen's baseline scenario assumes Bitcoin will reach $140,000 by December 2026, with the company accumulating approximately $5 billion in Bitcoin each quarter; in an optimistic scenario, Bitcoin rises to $175,000, with accumulation exceeding $5 billion per quarter; in a pessimistic scenario, Bitcoin drops to $25,000, leading the company to pause accumulation due to market conditions or financing constraints. Additionally, TD Cowen has initiated coverage on four digital asset treasury companies, all receiving buy ratings: Sharplink (SBET), Strive (ASST), Nakamoto Holdings (NAKA), and The Smarter Web Company (SWC.LN). Target prices are set at $16 for Sharplink, $26 for Strive, $1 for Nakamoto Holdings, and £1 (approximately $1.34) for The Smarter Web Company.

TD Cowen Lowers Strategy Target Price to $350, Maintains Buy Rating for Sharplink and Three Other Crypto Treasury Firms

On April 10, Coreweave (CRWV.O) rose 6% in pre-market trading after reaching an agreement with Anthropic.

[Coreweave (CRWV.O) Rises 6% in Pre-Market]On April 10, Coreweave (CRWV.O) rose 6% in pre-market trading after reaching an agreement with Anthropic.

Coreweave (CRWV.O) Rises 6% in Pre-Market

On April 10, Iranian Deputy Foreign Minister Lavanchy stated at a meeting attended by foreign diplomats and representatives of international organizations in Iran that a consensus has been reached, and Iran's ten-point plan will serve as the basis for negotiations. He emphasized that Iran always welcomes diplomacy and dialogue but will never accept discussions based on false information aimed at deception and paving the way for renewed military aggression against Iran. (CCTV News)

[Iran's Deputy Foreign Minister: Consensus Reached, Iran's Ten-Point Plan to Serve as Basis for Negotiations]On April 10, Iranian Deputy Foreign Minister Lavanchy stated at a meeting attended by foreign diplomats and representatives of international organizations in Iran that a consensus has been reached, and Iran's ten-point plan will serve as the basis for negotiations. He emphasized that Iran always welcomes diplomacy and dialogue but will never accept discussions based on false information aimed at deception and paving the way for renewed military aggression against Iran. (CCTV News)

Iran's Deputy Foreign Minister: Consensus Reached, Iran's Ten-Point Plan to Serve as Basis for Negotiations

On April 10, according to monitoring by Onchain Lens, the Kingdom of Bhutan transferred 250 BTC (approximately 18.05 million USD) to a newly created address.

[Bhutan Transfers 250 BTC to a New Address]On April 10, according to monitoring by Onchain Lens, the Kingdom of Bhutan transferred 250 BTC (approximately 18.05 million USD) to a newly created address.

Bhutan Transfers 250 BTC to a New Address

On April 10, CoinDesk reported that the cryptocurrency market stabilized overall on Friday, with Bitcoin slightly fluctuating around $71,700 and Ethereum at $2,180, continuing the low volatility trend of the past few months. In terms of technical indicators, Bitcoin's daily Bollinger Bands have narrowed to their tightest level since early 2024. Crypto analyst Eric Crown noted that since early February, Bitcoin's price has remained within the range of $63,000 to $75,000, and historically, whenever such a narrow range occurs, the price eventually experiences about a 40% volatility. According to CoinGlass's liquidation heatmap, if Bitcoin breaks above $75,000, it will trigger upward momentum, forcing short sellers to cover their positions; conversely, if it falls below $70,000 in the short term, approximately $200 million in long positions betting on a breakout will be liquidated. One of the key catalysts on Friday was the U.S. Consumer Price Index (CPI) data. March's inflation rate is expected to be 3.3% year-on-year, driven by soaring energy prices. Higher inflation data often strengthens the dollar, which in turn exerts pressure on risk assets like Bitcoin.

[Analyst: Bitcoin's Daily Bollinger Bands Narrow to Lowest Level Since Early 2024, Suggesting Potential 40% Volatility]On April 10, CoinDesk reported that the cryptocurrency market stabilized overall on Friday, with Bitcoin slightly fluctuating around $71,700 and Ethereum at $2,180, continuing the low volatility trend of the past few months. In terms of technical indicators, Bitcoin's daily Bollinger Bands have narrowed to their tightest level since early 2024. Crypto analyst Eric Crown noted that since early February, Bitcoin's price has remained within the range of $63,000 to $75,000, and historically, whenever such a narrow range occurs, the price eventually experiences about a 40% volatility. According to CoinGlass's liquidation heatmap, if Bitcoin breaks above $75,000, it will trigger upward momentum, forcing short sellers to cover their positions; conversely, if it falls below $70,000 in the short term, approximately $200 million in long positions betting on a breakout will be liquidated. One of the key catalysts on Friday was the U.S. Consumer Price Index (CPI) data. March's inflation rate is expected to be 3.3% year-on-year, driven by soaring energy prices. Higher inflation data often strengthens the dollar, which in turn exerts pressure on risk assets like Bitcoin.

Analyst: Bitcoin's Daily Bollinger Bands Narrow to Lowest Level Since Early 2024, Suggesting Potential 40% Volatility

On April 10, according to HTX market data, Bitcoin has surpassed $72,000, with a 24-hour increase of 1.17%.

[Bitcoin Surpasses $72,000]On April 10, according to HTX market data, Bitcoin has surpassed $72,000, with a 24-hour increase of 1.17%.

Bitcoin Surpasses $72,000

On April 10, Iranian Deputy Foreign Minister Lavanchy stated at a meeting attended by foreign diplomats and representatives of international organizations in Iran that a consensus has been reached, and Iran's ten-point plan will serve as the basis for negotiations. He emphasized that Iran always welcomes diplomacy and dialogue but will never accept discussions based on false information that aim to deceive and pave the way for renewed military aggression against Iran. (CCTV News)

[Iran's Deputy Foreign Minister: Consensus Reached, Iran's Ten-Point Plan to Serve as Basis for Negotiations]On April 10, Iranian Deputy Foreign Minister Lavanchy stated at a meeting attended by foreign diplomats and representatives of international organizations in Iran that a consensus has been reached, and Iran's ten-point plan will serve as the basis for negotiations. He emphasized that Iran always welcomes diplomacy and dialogue but will never accept discussions based on false information that aim to deceive and pave the way for renewed military aggression against Iran. (CCTV News)

Market data shows that BTC has surpassed $72,000, currently priced at $72,004.75, with a 24-hour increase of 1%. The market is highly volatile, so please ensure proper risk management.

[BTC Surpasses $72,000]Market data shows that BTC has surpassed $72,000, currently priced at $72,004.75, with a 24-hour increase of 1%. The market is highly volatile, so please ensure proper risk management.

BTC Surpasses $72,000

According to monitoring by 1M AI News, Tencent has released the HY-Embodied-0.5 series of embodied intelligence foundation models, with the 2B parameter version officially open-sourced. This series of models is designed for real-world embodied agents, focusing on enhancing spatial-temporal perception and embodied reasoning capabilities, applicable in scenarios such as environmental prediction, interactive execution, and task planning. The model family includes two versions: the 2B model is aimed at edge devices and lightweight deployment, while the 32B model is intended for complex reasoning tasks and high-level intelligent decision-making. In terms of technical architecture, HY-Embodied-0.5 introduces a Mixture-of-Transformers (MoT) mechanism to achieve multimodal collaborative computation, enhances perceptual representation capabilities through latent tokens, and combines self-evolving post-training with policy-based distillation methods to achieve collaborative optimization of model capabilities. In terms of performance, this series of models has excelled in 22 benchmark tests, with the 2B model outperforming state-of-the-art (SOTA) models of the same scale in 16 tasks, while the 32B version is nearing the cutting edge, demonstrating strong generalization capabilities of embodied intelligence and potential for practical applications.

[Tencent Releases HY-Embodied-0.5 Series of Embodied Intelligence Foundation Models]According to monitoring by 1M AI News, Tencent has released the HY-Embodied-0.5 series of embodied intelligence foundation models, with the 2B parameter version officially open-sourced. This series of models is designed for real-world embodied agents, focusing on enhancing spatial-temporal perception and embodied reasoning capabilities, applicable in scenarios such as environmental prediction, interactive execution, and task planning. The model family includes two versions: the 2B model is aimed at edge devices and lightweight deployment, while the 32B model is intended for complex reasoning tasks and high-level intelligent decision-making. In terms of technical architecture, HY-Embodied-0.5 introduces a Mixture-of-Transformers (MoT) mechanism to achieve multimodal collaborative computation, enhances perceptual representation capabilities through latent tokens, and combines self-evolving post-training with policy-based distillation methods to achieve collaborative optimization of model capabilities. In terms of performance, this series of models has excelled in 22 benchmark tests, with the 2B model outperforming state-of-the-art (SOTA) models of the same scale in 16 tasks, while the 32B version is nearing the cutting edge, demonstrating strong generalization capabilities of embodied intelligence and potential for practical applications.

Tencent Releases HY-Embodied-0.5 Series of Embodied Intelligence Foundation Models

the July global fund manager survey by Bank of America showed that investors believe shorting the US dollar is currently the most crowded trade, with about 34% of respondents holding this view. This is the first time in the history of the survey that shorting the US dollar has replaced being long on gold as the most crowded trade. Investors are underweight in the US dollar, as well as in US stocks, energy, and consumer staples stocks. The survey shows that 47% of investors believe the US dollar is overvalued, down from 61% in the June survey. In addition, 14% of investors believe that a sharp drop in the US dollar due to capital outflows is the third biggest tail risk (i.e. events with a low probability of occurring).

[Bank of America: Investors currently believe that shorting the dollar is the most crowded trade]the July global fund manager survey by Bank of America showed that investors believe shorting the US dollar is currently the most crowded trade, with about 34% of respondents holding this view. This is the first time in the history of the survey that shorting the US dollar has replaced being long on gold as the most crowded trade. Investors are underweight in the US dollar, as well as in US stocks, energy, and consumer staples stocks. The survey shows that 47% of investors believe the US dollar is overvalued, down from 61% in the June survey. In addition, 14% of investors believe that a sharp drop in the US dollar due to capital outflows is the third biggest tail risk (i.e. events with a low probability of occurring).

Bank of America: Investors currently believe that shorting the dollar is the most crowded trade

Why Robert Kiyosaki’s bullish Bitcoin thesis faces a crucial test this week

Bitcoin Whales Go Shopping: 10,000 BTC Accumulated In 3 Days

Michael Saylor Signals Return to Weekly Bitcoin Buying Strategy

Bitcoin Signals Potential Bullish Reversal as Macro Tensions and Technical Indicators Align

Why Are GPU Prices Spiraling Out of Control?

70-Page Confidential Document's First Allegation: 'Lying', Altman Told the Board 'I Can't Change My Character'

Solana RWA holders jump 440% YoY – Can it bridge gap to Ethereum’s XAUT?

U.S. court backs Kalshi, reinforcing CFTC’s push for federal control over prediction markets

Chainlink sees 480M social engagements: What it means for LINK price next

Bitcoin Hashrate Remains Concentrated As US, Russia, And China Hold 65% Share

Article

BTC broke through 72000  USDT

Bank of America: Investors currently believe that shorting the dollar is the most crowded trade

Застереження：Наведені вище матеріали не представляють позицію компанії HTX.，HTX не дає жодних торгових рекомендацій.。

Схожі статті

Усі коментарі0НовіПопулярно

Популярні теми

Схожі статті