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On April 9, the market anticipates that the U.S. February PCE data will show persistent inflationary pressures. According to consensus expectations, the February PCE is expected to rise by 0.4% month-on-month, while year-on-year it remains at 2.8%; core PCE is projected to be around 3.0%, significantly above the Fed's 2% target. Analysts point out that the core drivers of this round of inflation rebound stem from rising commodity prices and increasing energy costs, while 'super core service inflation' remains quite sticky and is unlikely to decline significantly in the short term. Against this backdrop, the Fed is expected to maintain the interest rate range of 3.50%-3.75% at the April meeting, marking a third consecutive pause in rate cuts. Market pricing has also quickly shifted: currently, over 97% of traders are betting on a hold in April, with expectations for rate cuts this year significantly cooling, and the mainstream view shifting towards a 'later and less' easing path.

[PCE Outlook: Core Inflation Stubbornly Exceeds Expectations, Fed May Hold Steady for Third Consecutive Time]On April 9, the market anticipates that the U.S. February PCE data will show persistent inflationary pressures. According to consensus expectations, the February PCE is expected to rise by 0.4% month-on-month, while year-on-year it remains at 2.8%; core PCE is projected to be around 3.0%, significantly above the Fed's 2% target. Analysts point out that the core drivers of this round of inflation rebound stem from rising commodity prices and increasing energy costs, while 'super core service inflation' remains quite sticky and is unlikely to decline significantly in the short term. Against this backdrop, the Fed is expected to maintain the interest rate range of 3.50%-3.75% at the April meeting, marking a third consecutive pause in rate cuts. Market pricing has also quickly shifted: currently, over 97% of traders are betting on a hold in April, with expectations for rate cuts this year significantly cooling, and the mainstream view shifting towards a 'later and less' easing path.

PCE Outlook: Core Inflation Stubbornly Exceeds Expectations, Fed May Hold Steady for Third Consecutive Time

On April 9, according to monitoring by Hyperinsight, the "Strategy Counterparty" (0x94d3) executed a flattening operation on its BTC short position, increasing its holdings by 81.06 BTC, approximately $520.90 million. The total position size has risen to $75.2048 million, with the average price slightly increasing from $69,036.20 to $69,181.40, and the liquidation price at $79,320.81. This position is currently experiencing an unrealized loss of about $1.8229 million (-96.96%) and is now the largest BTC short on Hyperliquid. It is reported that this address previously established a large-scale short position in mainstream cryptocurrencies during MicroStrategy's (MSTR) significant BTC accumulation last December, with holdings reaching as high as $120 million, making it the largest BTC short on the Hyperliquid platform at that time.

[Strategy Counterparty Expands BTC Short Position by Over $5.2 Million, Total Holdings Reach $75.2 Million]On April 9, according to monitoring by Hyperinsight, the "Strategy Counterparty" (0x94d3) executed a flattening operation on its BTC short position, increasing its holdings by 81.06 BTC, approximately $520.90 million. The total position size has risen to $75.2048 million, with the average price slightly increasing from $69,036.20 to $69,181.40, and the liquidation price at $79,320.81. This position is currently experiencing an unrealized loss of about $1.8229 million (-96.96%) and is now the largest BTC short on Hyperliquid. It is reported that this address previously established a large-scale short position in mainstream cryptocurrencies during MicroStrategy's (MSTR) significant BTC accumulation last December, with holdings reaching as high as $120 million, making it the largest BTC short on the Hyperliquid platform at that time.

Strategy Counterparty Expands BTC Short Position by Over $5.2 Million, Total Holdings Reach $75.2 Million

On April 9, the Aave community announced the proposal to introduce USDe to the Aave V3 MegaETH instance. The proposal includes integrating USDe into the Aave V3 MegaETH instance. The addition of this asset will expand the range of stablecoins and yield-bearing collateral supported by MegaETH, enhancing the utility of this instance for users looking to provide, borrow, and manage stablecoin-pegged positions within the Aave protocol.

[Aave Community Proposes Introduction of USDe to Aave V3 MegaETH Instance]On April 9, the Aave community announced the proposal to introduce USDe to the Aave V3 MegaETH instance. The proposal includes integrating USDe into the Aave V3 MegaETH instance. The addition of this asset will expand the range of stablecoins and yield-bearing collateral supported by MegaETH, enhancing the utility of this instance for users looking to provide, borrow, and manage stablecoin-pegged positions within the Aave protocol.

Aave Community Proposes Introduction of USDe to Aave V3 MegaETH Instance

On April 9, on-chain investigator ZachXBT revealed that the U.S. Bitcoin ATM operator Bitcoin Depot (BTM) reported a security incident in an 8-K filing submitted to the U.S. Securities and Exchange Commission (SEC), stating that approximately 50.9 BTC (around $3.6 million) was stolen on March 23. However, the investigation indicated that the actual incident occurred as early as March 20, meaning the company did not detect the funds being transferred out until about three days later. Through on-chain tracking, 19 highly credible related addresses were identified, involving a total of approximately 54.45 BTC (around $3.7 million), which is higher than the company's disclosed amount, with a discrepancy of about 3.55 BTC potentially linked to employees' personal accounts. The flow of funds shows that about 54 BTC ultimately transferred to the cryptocurrency exchange KuCoin. As of now, these involved addresses have not been flagged by mainstream compliance monitoring tools.

[Bitcoin Depot Loses Approximately 50.9 BTC in Theft, On-Chain Investigation Suggests Higher Losses]On April 9, on-chain investigator ZachXBT revealed that the U.S. Bitcoin ATM operator Bitcoin Depot (BTM) reported a security incident in an 8-K filing submitted to the U.S. Securities and Exchange Commission (SEC), stating that approximately 50.9 BTC (around $3.6 million) was stolen on March 23. However, the investigation indicated that the actual incident occurred as early as March 20, meaning the company did not detect the funds being transferred out until about three days later. Through on-chain tracking, 19 highly credible related addresses were identified, involving a total of approximately 54.45 BTC (around $3.7 million), which is higher than the company's disclosed amount, with a discrepancy of about 3.55 BTC potentially linked to employees' personal accounts. The flow of funds shows that about 54 BTC ultimately transferred to the cryptocurrency exchange KuCoin. As of now, these involved addresses have not been flagged by mainstream compliance monitoring tools.

Bitcoin Depot Loses Approximately 50.9 BTC in Theft, On-Chain Investigation Suggests Higher Losses

On April 9, the Dollar Index (DXY) remained stable as uncertainty surrounding the Iran conflict remains high following a two-week ceasefire agreement between the U.S. and Iran. Iran continues to launch missiles and drones towards Arab nations in the Persian Gulf, while Israel has also targeted Hezbollah militants in Lebanon. Iran has informed mediators that it will limit the number of vessels passing through the Strait of Hormuz and impose tolls. Analysts at Commerzbank stated in a report: 'For now, let's assume this is just a fragile pause in the current round of conflict; after all, a ceasefire essentially means further negotiations.' (Jinshi)

[Dollar Index Remains Stable, Ceasefire May Only Be a Pause in Conflict]On April 9, the Dollar Index (DXY) remained stable as uncertainty surrounding the Iran conflict remains high following a two-week ceasefire agreement between the U.S. and Iran. Iran continues to launch missiles and drones towards Arab nations in the Persian Gulf, while Israel has also targeted Hezbollah militants in Lebanon. Iran has informed mediators that it will limit the number of vessels passing through the Strait of Hormuz and impose tolls. Analysts at Commerzbank stated in a report: 'For now, let's assume this is just a fragile pause in the current round of conflict; after all, a ceasefire essentially means further negotiations.' (Jinshi)

Dollar Index Remains Stable, Ceasefire May Only Be a Pause in Conflict

On April 9, Iran's Ambassador to Pakistan, Mohammad Ali Mousavi, deleted a post he had previously made on the social media platform X regarding an Iranian delegation's arrival in Islamabad, Pakistan, on the evening of April 9. Mousavi had stated that despite Israel's repeated violations of the ceasefire agreement, the Iranian delegation would arrive in Islamabad on the evening of the 9th at the invitation of Pakistani Prime Minister Shehbaz Sharif to engage in serious dialogue on the 10 ceasefire terms proposed by Iran. (Xinhua International)

[Iran Deletes Post About Delegation Arriving in Pakistan Tonight]On April 9, Iran's Ambassador to Pakistan, Mohammad Ali Mousavi, deleted a post he had previously made on the social media platform X regarding an Iranian delegation's arrival in Islamabad, Pakistan, on the evening of April 9. Mousavi had stated that despite Israel's repeated violations of the ceasefire agreement, the Iranian delegation would arrive in Islamabad on the evening of the 9th at the invitation of Pakistani Prime Minister Shehbaz Sharif to engage in serious dialogue on the 10 ceasefire terms proposed by Iran. (Xinhua International)

Iran Deletes Post About Delegation Arriving in Pakistan Tonight

On April 9, the Dollar Index (DXY) remained stable as uncertainty surrounding the Iran conflict remains high following a two-week ceasefire agreement between the United States and Iran. Iran continues to launch missiles and drones towards Arab nations in the Persian Gulf, while Israel has also targeted Hezbollah militants in Lebanon. Iran has informed mediators that it will limit the number of vessels passing through the Strait of Hormuz and will charge tolls. Analysts at Commerzbank stated in a report: 'For now, let's assume this is just a fragile pause in the current round of conflict; after all, a ceasefire essentially means further negotiations.' (Jin Shi)

[Dollar Index Remains Stable, Ceasefire May Just Be a Pause in Conflict]On April 9, the Dollar Index (DXY) remained stable as uncertainty surrounding the Iran conflict remains high following a two-week ceasefire agreement between the United States and Iran. Iran continues to launch missiles and drones towards Arab nations in the Persian Gulf, while Israel has also targeted Hezbollah militants in Lebanon. Iran has informed mediators that it will limit the number of vessels passing through the Strait of Hormuz and will charge tolls. Analysts at Commerzbank stated in a report: 'For now, let's assume this is just a fragile pause in the current round of conflict; after all, a ceasefire essentially means further negotiations.' (Jin Shi)

Dollar Index Remains Stable, Ceasefire May Just Be a Pause in Conflict

On April 9, NATO senior officials revealed that the U.S. government is exerting strong pressure on European allies to fulfill their commitments to ensure the safety of the Strait of Hormuz. The U.S. has made it clear that relevant countries must submit specific escort plans within days to ensure the navigation of this globally critical strategic waterway. This demand was made during NATO Secretary General Mark Rutte's visit to Washington, where he consulted with U.S. President Trump, Pentagon officials, and State Department representatives. As of late Wednesday local time, the White House and relevant departments had not formally responded to the news. The Strait of Hormuz is the world's most important energy artery, carrying about 20% of global oil and gas transport. Previously, the waterway was blocked due to direct conflicts in the Middle East, leading to skyrocketing global energy prices and deep fears of fuel shortages. In response, a coalition of 40 countries led by the UK, including Japan, Canada, and several European nations, had pledged to assist in reopening the waterway once hostilities ceased. Currently, several senior U.S. officials, including Secretary of State Marco Rubio, have sent clear signals to allies: member states must take concrete actions to demonstrate their value to the U.S., or Washington will reassess bilateral relations. During discussions with Rutte, Rubio specifically emphasized the necessity of 'burden-sharing' and 'enhanced cooperation.' The coming days will be critical for the situation's development. It has been reported that U.S. Vice President Vance plans to lead a delegation to Islamabad this Saturday for direct talks with Iran. If allies cannot present specific escort plans before Vance's departure, the Trump administration may resort to more aggressive diplomatic measures.

[Trump Pressures European Allies: Specific Escort Plans Required Within Days]On April 9, NATO senior officials revealed that the U.S. government is exerting strong pressure on European allies to fulfill their commitments to ensure the safety of the Strait of Hormuz. The U.S. has made it clear that relevant countries must submit specific escort plans within days to ensure the navigation of this globally critical strategic waterway. This demand was made during NATO Secretary General Mark Rutte's visit to Washington, where he consulted with U.S. President Trump, Pentagon officials, and State Department representatives. As of late Wednesday local time, the White House and relevant departments had not formally responded to the news. The Strait of Hormuz is the world's most important energy artery, carrying about 20% of global oil and gas transport. Previously, the waterway was blocked due to direct conflicts in the Middle East, leading to skyrocketing global energy prices and deep fears of fuel shortages. In response, a coalition of 40 countries led by the UK, including Japan, Canada, and several European nations, had pledged to assist in reopening the waterway once hostilities ceased. Currently, several senior U.S. officials, including Secretary of State Marco Rubio, have sent clear signals to allies: member states must take concrete actions to demonstrate their value to the U.S., or Washington will reassess bilateral relations. During discussions with Rutte, Rubio specifically emphasized the necessity of 'burden-sharing' and 'enhanced cooperation.' The coming days will be critical for the situation's development. It has been reported that U.S. Vice President Vance plans to lead a delegation to Islamabad this Saturday for direct talks with Iran. If allies cannot present specific escort plans before Vance's departure, the Trump administration may resort to more aggressive diplomatic measures.

Trump Pressures European Allies: Specific Escort Plans Required Within Days

On April 9, U.S. federal regulators are requesting a court to prevent Arizona from applying its gambling laws to the prediction market operator Kalshi, arguing that its sports and event contracts qualify as financial derivatives, specifically 'swaps.' The CFTC and the U.S. Department of Justice contend that since the returns on these contracts are based on future events with economic impact, they should be governed by the Commodity Exchange Act and federal regulation, rather than state jurisdiction. The court ruling on this dispute could determine whether prediction markets operate under a unified federal framework nationwide or continue to be affected by fragmented state gambling regulatory systems.

[CFTC Asserts Sports Betting is a Financial Business, Seeks to Block Arizona Enforcement Actions]On April 9, U.S. federal regulators are requesting a court to prevent Arizona from applying its gambling laws to the prediction market operator Kalshi, arguing that its sports and event contracts qualify as financial derivatives, specifically 'swaps.' The CFTC and the U.S. Department of Justice contend that since the returns on these contracts are based on future events with economic impact, they should be governed by the Commodity Exchange Act and federal regulation, rather than state jurisdiction. The court ruling on this dispute could determine whether prediction markets operate under a unified federal framework nationwide or continue to be affected by fragmented state gambling regulatory systems.

CFTC Asserts Sports Betting is a Financial Business, Seeks to Block Arizona Enforcement Actions

Meta CEO Mark Zuckerberg on Tuesday described broad job cuts with an internal announcement of the company’s layoff plans expected early on Wednesday.
The coming cuts are expected to total many thousands of employees and will likely be the largest of the year to date in the tech sector, The Wall Street Journal previously reported.

Detail

【Meta’s Mark Zuckerberg says he is accountable as company preps for mass layoffs】Meta CEO Mark Zuckerberg on Tuesday described broad job cuts with an internal announcement of the company’s layoff plans expected early on Wednesday.
The coming cuts are expected to total many thousands of employees and will likely be the largest of the year to date in the tech sector, The Wall Street Journal previously reported.

Meta’s Mark Zuckerberg says he is accountable as company preps for mass layoffs

Article

U.S. Vice President Vance: President Trump Will Continue to Pursue a Peaceful Resolution to the War

U.S. Vice President Vance: Iran Has Agreed to Open the Strait of Hormuz

Trump: US Can Easily Resume Military Action Against Iran if Negotiations Fail

US Vice President: Trump Has Lost Patience on Iran, Iran Agrees to Open Strait of Hormuz

Trump Announces Son-in-Law Kushner and Envoy Greenblatt to Negotiate in Iran

Meta’s Mark Zuckerberg says he is accountable as company preps for mass layoffs

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