Ivan623

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On April 9th, when tensions between the US and Iran temporarily eased, Wall Street began forming a trading logic centered around Trump's policy style — called 'TACO Trading' (Trump Always Surrenders). The market generally believes that Trump's tough statements in geopolitics often end in compromise, viewing escalations as signals to buy. Data shows that the market had already taken positions in risk assets before Trump announced a halt to military actions against Iran. The S&P 500 index posted its first weekly increase in six weeks, and the risk premium in the options market remained low, indi
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The intensification of the hawkish tone signal in Federal Reserve protocols: more and more officials mention raising rates—what macroeconomic risks are markets facing?
The formal release of the minutes from the March FOMC meeting of the Federal Reserve (Fed) took place on April 8, 2026; key information quickly drew market attention: unlike the January meeting, where only “some” officials were willing to consider rate hikes, in March “some” already showed an open position on tightening monetary policy. In the Federal Reserve’s terminological hierarchy, “some” means a number of officials greater
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Brief Overview of Volatility
Over the past 24 hours, the price of FARTCOIN has risen from a low of $0.173 to a high of $0.2514, with an amplitude of 45.3%. The current price is $0.1764, representing an overall decrease of approximately 30%. The 24-hour trading volume surged to around $165 million, more than 80% higher than the previous day, but the total net outflow of funds was about $6.9 million (mainly on CEX).
Analysis of Unusual Movements
- Macro Beta Effect: There were no special news about FARTCOIN; the price increase was mainly driven by Bitcoin surpassing the $72K mark amid macroecono
FARTCOIN-10.74%
BTC-1.04%
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On April 9th, the US Dollar Index (DXY) remained stable as uncertainty surrounding the Iran conflict remains high after a two-week ceasefire agreement between the US and Iran. Iran continues to launch rockets and drones toward Arab countries in the Persian Gulf, while Israel has also targeted Hezbollah militants in Lebanon. Iran informed mediators that it will limit the number of ships passing through the Strait of Hormuz and will introduce fees. 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 ceasef
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April 9th, according to Farside Investors monitoring, the American spot Bitcoin ETF experienced a net outflow of $93.9 million yesterday. Among them, IBIT had a net inflow of $40.4 million, while FBTC and ARKB recorded net outflows of $79.1 million and $74.7 million respectively. The Ethereum ETF recorded a net outflow of $18.6 million, with ETHA experiencing a net outflow of $20.6 million, ETHB a net inflow of $44.2 million, and FETH a net outflow of $32.4 million.
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On April 9, CoinTelegraph reported that Visa officially announced the launch of the 'Intelligent Commerce Connect' platform on Wednesday. This platform is designed as a universal entry point for AI agents and merchants to participate in AI-based commerce. It integrates with the Visa acceptance platform to support secure payment initiation, tokenization, expense management, and identity verification, compatible with both Visa and non-Visa cards, and adheres to major AI agent protocols. The platform is currently in the pilot phase, with full deployment planned for the end of 2026.
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Data storage is the "fuel" for computing power; as training and inference of large models continue, demand will persist. The sold HBM capacities and the margin expansion of industry leaders are not just stories—they are already reflected in financial reports. Technological updates and supply constraints ensure a high sector level throughout the year. The window of opportunity for observers in this supercycle is rapidly narrowing~
Risk warning: consider geopolitical and macroeconomic risks, and respond flexibly to temporary market fluctuations.
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Regarding HBM: all Micron capacities are already fully booked, and SK Hynix's revenue for the year could double — note that this is not analyst expectations, but volumes fixed in contracts. In the fast-paced NAND segment, high-capacity memory chips are being rapidly adopted, and enterprise SSDs are mass replacing traditional HDDs. It is expected that the global storage market will exceed $240 billion.
Another interesting trend: efforts to optimize AI and "compress RAM usage" lead users to run larger models and perform complex computations, which only accelerates demand growth. The more they tr
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Two weeks ago, in the article “Storage №1: A Guide to Investing in U.S. and South Korean Stocks in 2026 and How to Act After the Google TurboQuant Scandal,” it was clearly stated: the event caused a short-term correction in market sentiment, which was a great opportunity to buy storage assets at a low price. Did you take the opportunity for early purchases?
Today, we will look at what prospects await the data storage market in the future.
1. Explosive growth in Q1, the supercycle officially confirmed
Data for the first quarter of 2026 completely dispelled the question of “overheated demand for
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April 8, Trump announced a two-week ceasefire with Iran less than two hours before the deadline. Iran accepted the proposal, and Israel agreed to suspend bombing for the duration of the talks. WTI oil collapsed by 17%. The tense situation in the Middle East, which had continued for more than a month, changed abruptly at the last moment.
Today’s article is precisely about a report related to this conflict. In early April, the global investment strategy team at JPMorgan Private Bank released the latest issue of “The Global Investment Strategy (GIS) View, April 2026” — at the time of writing, the
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April 9, according to 'FedWatch' from CME: The probability of a 25 basis point rate hike by the Federal Reserve in April is 1.6%, while the probability of keeping rates unchanged is 98.4%. The chance that the Fed will collectively cut rates by 25 basis points by June is 1.7%, with a 96.8% chance of maintaining current rates and a 1.5% chance of a total increase of 25 basis points.
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On April 9, the White House said on Wednesday that Trump is considering the possibility of withdrawing the United States from NATO and plans to discuss the issue at a meeting with NATO Secretary General Mark Rutte later the same day. White House press secretary Levi said, “Perhaps after the meeting later today, you will hear directly from the President.” According to The Wall Street Journal, Trump is disappointed by the allies’ refusal to help ensure security in the Strait of Hormuz, which led to his proposal for a possible exit. Under the U.S. law of 2023, the President cannot unilaterally wi
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The author of the book “Gold and Silver: The Greatest Bull Market Has Already Begun” and technical analyst Jordan Roy-Byrne noted on Wednesday that the gold bull market is still in its early stages.
After the second-largest breakout in history in March 2024, the gold market saw its first significant correction.
For many investors, a correction after a sharp rise often causes concern. But in a long-term bull market, corrections are not only normal—they are absolutely necessary.
Jordan notes that historical experience shows that the current correction in gold may be only a short-term pause befor
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According to monitoring by 1M AI News, Meta has released its large AI model Muse Spark, developed by Meta Superintelligence labs, after significant investments in talent and infrastructure led by CEO Mark Zuckerberg. Zuckerberg previously stated that this model is not yet capable of competing with the most advanced systems of its competitors, but it will provide Meta AI's virtual assistant with "smart and fast" capabilities. The company claims that the model will utilize content from Instagram, Facebook, and Threads to support more personalized and visually rich responses. Meta also indicated
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On April 8th, Aster announced the launch of an indefinite contract for Marina Protocol (BAY), allowing traders to participate in the distribution of a reward pool of 50,000 ASTER tokens. The BAYUSDT launch time is April 8th at 20:00 UTC+8; the reward pool is valued at 50,000 ASTER tokens; the activity period runs from April 8th at 20:00 UTC+8 to April 15th at 22:00 UTC+8. During this period, the indefinite BAYUSDT contract will receive a bonus of 1.2x. The reward calculation is based on the user's share of trading fees earned from the indefinite BAYUSDT contract, using the formula: reward = to
ASTER-2.73%
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