Crypto Breakfast｜4.7日

1. Trump threatens to attack Iran infrastructure, causing international oil prices to fluctuate and then close higher. WTI crude oil closed up 0.52%, at $112.77 per barrel; Brent crude oil closed up 0.42%, at $109.67 per barrel.
2. Trump stated that Tuesday is the final deadline for reaching an agreement, 8 a.m. Beijing time on Wednesday. Iran's proposal is not good enough; they have devised a plan that can destroy Iran's bridges and power plants within 4 hours. Instead of letting Iran collect tolls through the strait, it’s better for the US to collect them.
3. The number of ships passing through the Strait of Hormuz has risen to the highest level since early March.
4. Iran conveyed its response to the US proposal, refusing a temporary ceasefire and emphasizing the need for a permanent end to the war. The response includes ten demands proposed by Iran.
5. Aave’s key risk management firm Chaos Labs has exited due to governance disputes and contributor attrition.
6. Polymarket announced a comprehensive exchange upgrade, planning to launch its own trading engine and issue a native stablecoin to enable autonomous trading and truth verification.
7. Industry insiders revealed that the Clarity Act stablecoin compromise plan has gained support from banks and crypto representatives. It resolves core disagreements over the yield mechanism and is expected to promote clear regulatory frameworks for US stablecoins.
8. The Argentine president has had 7 phone calls with LIBRA project personnel; claims of no relation have been questioned.
9. Solana Foundation announced the launch of a series of security enhancement measures, including the STRIDE security assessment and monitoring system led by Asymmetric Research, and the SIRN response network for handling security incidents.
10. JPMorgan CEO stated that tokenization is reshaping the financial system and that efforts need to be accelerated to compete with blockchain technology.
11. Tom Lee believes Ethereum has become the second-best performing asset since the Middle East conflict, only behind leading safe-haven assets.
12. Strategy officially disclosed that it has purchased approximately 48,71 BTC for about $329.9 million, with an average price of around $67,718 per BTC. As of April 5, 2026, the company holds a total of 766,970 BTC, with a total investment of about $58.02 billion, and an average holding cost of approximately $75,644 per BTC.
13. OpenClaw added a Dream Memory system, which shares many similarities with the leaked source code of Claude Code. OpenClaw has made many upgrades in response to the ClaudeCode source code leak.
14. Two Federal Reserve officials warned that inflation remains severe, hinting they favor tightening rather than loosening monetary policy.
Bitcoin market analysis: Bitcoin rebounded to 70,000 yesterday, but the resistance at 70,000 was too strong to hold, currently fluctuating around 68,000.
The 4-hour timeframe will continue to fluctuate, mainly influenced by Trump news in the short term; technical analysis has limited significance.
Risk reminder: Digital assets are highly volatile, with extremely high risks. Please participate cautiously, avoid full-position gambling, and refuse leverage loans.