Author: Coach Liu Waking up, BTC has slightly rebounded to 68k. Trump's speech released a signal that he may be hastily looking to end the conflict. However, how safe-haven assets perform will truly indicate the extent to which the market believes this self-inflicted trouble can be easily resolved as desired. The Bitcoin first-quarter report is out, showing a drop of over 20%. This figure itself is not particularly shocking, as a drop of half is not news in the crypto world. What really draws attention to the teaching chain is another set of data: since October 2025, Bitcoin has underperformed the U.S. stock market for six consecutive months.

On April 2, the geopolitical flashpoints and capital games ignited simultaneously in the global market: spot gold briefly surged above **4800 dollars per ounce**, with a daily increase of nearly **1%**, rewriting records under the influence of safe-haven buying; at the same time, South Korea's leading exchange **Bithumb** quietly postponed its originally scheduled IPO timetable from **2025** to **after 2028**, transforming from a "sprint" in the capital market to a "preparation for a marathon." On one side is an instinctive defense against the flames of war and uncertainty.

The liquidity mismatch between the primary and secondary markets of VC coins has led to the stage of altcoin season in 2025, where the number of VC coins is relatively too high, the selling pressure is relatively strong, and the buying power is insufficient, resulting in the coin price self

On March 31, 2026, in the Eastern Eight Zone time, the United States military and Israel launched a joint operation, attacking Iranian targets, confirming the death of a senior Iranian military officer in the operation. Subsequently, senior U.S. officials released a series of strong statements indicating that the war could escalate, and the situation quickly heated up in a short period. After the news broke, the sentiment in the crude oil futures market shifted instantly, with oil prices being significantly pushed up in intra-day trading. A risk-off and sell-off game unfolded simultaneously between stocks and bonds, as cryptocurrency assets experienced high volatility, following high beta risk.

On March 31, 2026, Eastern Daylight Time, the tension between the United States and Iran escalated further. US Secretary of Defense **Hagelseth** openly warned that “**the coming days will be a decisive moment for war with Iran**,” a statement that directly ignited market speculation about an escalation of war. Reflecting this strong stance, crude oil prices and volatility quickly surged, accompanied by an increase in buying of safe-haven assets such as gold and US Treasury bonds, while the sentiment for high-beta risk assets clearly weakened.

On March 31, 2026, the foreign exchange market making and cross-border remittance startup **OpenFX** announced the completion of **$94 million in financing**, with a post-money valuation of approximately **$500 million**. In the traditional foreign exchange and cross-border payment arena, this is already a significant game-changing chip. OpenFX's positioning is not to create another consumer-end remittance application but to use **on-chain dollars represented by USDC and others** as a "cable" between the **banking system and blockchain infrastructure**.

Author: @TradesMax In Monday's trading, the core contradiction is actually very clear: On one side, Federal Reserve Chairman Powell has signaled a dovish stance, at least not eager to shift towards a hawkish approach, providing some support to the bond market and risk sentiment; on the other side, the Middle East conflict continues to escalate, oil prices have climbed back above $100, and the market's concerns over "high oil prices + high interest rates + economic slowdown" have not been alleviated. As a result, U.S. stocks opened higher but weakened throughout the day, ultimately closing in a very typical defensive manner. Pre-market testing The pre-market situation was originally not too bad. After experiencing the above

Written by: @qinbafrank The market's patience and confidence have been severely impacted, the "spring heist" has turned into a "summer heist." Besides the situation in Iran, what other factors are influencing the market? Last week, we mentioned that the market's patience might hold on for the last week, but if there are still no clear signs of resolution within a week, then the market's patience and confidence may suffer another blow. In the last two trading days of last week, the market could no longer hold on. Many believe that the US stock market broke down last week, but from a personal perspective, the overall pressure on the US stock market actually began when I first mentioned the "spring heist" at the beginning of February. Since early February.

Crypto has entered the "sage time," with users, media, smart money, and even CEX turning towards one goal — the US stock market.

On March 31, 2026, the spokesperson of the Central Command of the Iranian Armed Forces, **Ibrahim Zolfaghari**, publicly sent a strong signal regarding the control of the Strait of Hormuz, directly targeting the United States and Israel. On one hand, he criticized the strategic misjudgments of the U.S. and Israel in regional games, while on the other hand, he emphasized that the control of the Strait of Hormuz is "inviolable" and released a high-intensity warning that "any attempt to control the Strait of Hormuz will turn into a bubble."

The world is bustling, all for profit; the world is bustling, all for profit! Hello everyone, I am your friend Lao Cui, specializing in digital currency market analysis, striving to convey the most valuable coins to the broad community of coin enthusiasts.

It bets on recession between inflation and recession.

Cynthia Lumis proposed a U.S. mining bill, focusing on the strategic reserve issues of gold and Bitcoin.