We'll continue with the zero-bitcoin Rewire Morning News

THE PRICE OF BITCOIN IS RISING, THE CONTRACT IS EMPTY FOR 46 DAYS, AND THE LAST TIME THIS SPLIT WAS AT THE BOTTOM OF THE FTX CRASH. MORGAN CHASE HANDED OVER 11.6 BILLION TRANSACTION RECORDS THE SAME DAY, AND WAR FLUCTUATIONS BECAME THE BEST QUARTERLY RAW MATERIAL ON WALL STREET。

One bitcoin test, 75,000 structural breakthroughs, long contract empty bets for 46 days

bitcoin touched a month high, $75,000, and one break in the disc, $76,000 later. this is a key position on the technical side, and the analyst claims to be steady, i.e., to mark the shift from disking to new upwards. the marketer is currently at a depth of negative gamma, and hedge behaviour is magnified by two-way fluctuations。

WHAT REALLY MATTERS IS DERIVATIVE SIGNALS. FOR 46 DAYS, THE RATE OF FUNDS FOR THE PERMANENT CONTRACT WAS NEGATIVE, AND THE AMOUNT HELD UP WAS RISING SIMULTANEOUSLY. THE LAST TIME THERE WAS SUCH AN EMPTY PERIOD WAS 2022 AFTER THE FTX CRASH, WHICH MARKED THE BOTTOM OF THE ENCRYPTED WINTER。

Prices are rising, space is added, and both sets of data are set. Such structural differences usually mean that directional choices are coming. The three-line encryption compliance push reported last night (PARITY tax conversion/Clarity Act/Ondo monetization) could be a catalyst for breaking the deadlock if progress is made this week。

(Source: CoinDesk / CriptoQuant / The Block)

2 Amazon 16.6 billion satellite networks for apples against Starlink

Amazon announced the acquisition of Globalstar at $11.6 billion, with apples holding about 20 per cent of their shares. Globalstar provided emergency SOS satellite services for iPhone, and Amazon took over and continued Apple Cooperation after the acquisition。

The acquisition core is the spectrum, not the satellite. Global licences for the S and L bands of Globalstar are regulatory tickets for low-track direct-link equipment for more than 10 years. The Amazon Leo (formerly Kuiper) is in orbit with about 241, Starlink is over 10,000, 9 million users, and the FCC requests Amazon to complete 1,618 networks by 30 July or lose cards. Starlink's single-equity Mask has been seen as a political risk, and Apple + Amazon has the incentive to build a joint alternative network。

(Source: TechCrunch / CNBC / GeekWire)

Three-thousand Morgan has a record of 11.6 billion deals

MORGAN CHASE Q1 RECEIVED $50,54 MILLION, MORE THAN EXPECTED, $1.4 BILLION, AND $11.6 BILLION IN TRANSACTIONS, A SINGLE-SEASON RECORD. THE MAIN CONTRIBUTION CAME FROM SOLID HARVESTS AND INVESTMENT BANKS, AND THE TRIPLE FLUCTUATIONS IN OIL PRICES, EXCHANGE RATES AND INTEREST RATES RESULTING FROM THE HOLMUZ BLOCKADE WERE ALL CAPTURED BY TRADING PLATFORMS. GOLDMAN SACHS ALSO HANDED OVER GOOD RESULTS ON THE SAME DAY AT A RATE OF $17.55 PER SHARE, WHICH EXCEEDED EXPECTATIONS BY $1。

BUT MORGAN CHASE DIRECTED THE YEAR-ROUND NET INTEREST INCOME DOWNWARDS FROM 104.5 BILLION TO 103 BILLION. THE OTHER SIDE OF THE RECORD IS THE NARROWNESS OF SPREAD SPACE. STANDARD 500 Q1 PROFITS ARE EXPECTED TO INCREASE BY 13.2 PER CENT OVER THE SAME YEAR, DOUBLE-DIGIT GROWTH FOR THE SIXTH CONSECUTIVE QUARTER, AND 8 PER CENT FOR THE TECHNOLOGY PLATE, NO LONGER THE FASTEST。

Wall Street is not afraid of war, but bored. The volatility created by the conflict in Iran since February has been the best raw material for the last five years at the banking counter. The war raised the cost of the real economy and the income of financial intermediaries. This account is ultimately to be found at the consumer end。

(Source: CNBC / Seeing Alpha / FactSet)

4 |OpenAI GPT-54-Cyber is open and access logic for network security is reversed

OpenAI launched GPT-54-Cyber yesterday, specifically for defense end network security. Distribution is done on a hierarchical basis: through identification of the Trusted Access for Cyber project, the highest-level users are exposed to sensitive capabilities such as gap studies. Initially, it was open only to approved security manufacturers and research teams。

The logical transition is clear. In the past, the approach was to limit what the model itself can do and now to limit who can use the strongest version. Like the idea of nuclear non-proliferation, weapons are not dismantled, but the key to control。

The Anodot incident, which was reported yesterday, proved one thing: the massive invasion in reality was the theft of social workers and vouchers, and the SaaS supply chain magnified the radius of low-technology attacks tenfold. While the OpenAI toolbox is being upgraded to the defensive side, asymmetric windows are expanding. Anthropic is also doing similar hierarchies (Mythos follow-up) during the same period, and it is not the two racers who have a stronger model, but whose trust framework became the industry standard first。

(Source: Axios / Bloomberg / 9to5Mac / Security Boulevard)

5MeMeta, super smart lab hand over the first model

Meta released the first open model after the establishment of Muse Spark, Meta Superintelligence Labs on April 8. Last year Meta spent $14 billion buying a team of the founders of Scale AI, Wang Hye Wen, to form this lab, and Muse Spark was the first signal of the acquisition to turn it into a product。

Meta 2026 AI capital expenditure budget 1150 to $135 billion, nearly double last year. The $60 billion chip supply agreement with AMD confirmed by Meta the same week is being implemented, customizing the delivery of MI450 GPU to start in the second half. Meta's head of infrastructure originally said that relying on a single chip provider was "present risk" at a volume of $135.0 billion per year。

The ability of Muse Spark itself remains to be tested. Meta’s strategy, however, has been written on the books: using a natural capital expenditure to lock up a plurality of numbers and using a buying team to run super smart narratives. OpenAI receives 25 billion a year, Anthropic 19 billion, and Meta spends twice as much annually on AI capital as two companies combined. The unit of measure of the competition has moved from running points to capital expenditure。

(Source: CNBC / Bloomberg / TechCrunch)

And it's worth knowing, Zoo

For the first time, the front lab combined to reverse distillation: 16 million unauthorized interactions with three Chinese companies. OpenAI, Anthropic, Google shares threat intelligence through Frontier Model Forum, and Anthropic reports DeepSeek, the dark side of the moon, Mini Max created 24,000 false accounts to steal model outputs. Export control card hardware, distillation attack bypasses the physical pipeline ' s ability to draw directly, with two confrontation lines in the same game. (Source: Bloomberg / CNBC / Built In)

Nord and Nord work with OpenAI to accelerate the development of next generation diet medicine. Nord and Nord announced a strategic partnership with OpenAI to use AI to screen drug candidates, reduce the time from research to patients and fully integrate by the end of the year. In the context of the pre-emptive advantage of Nord and Nord in the weight management market, which is being tempered, the Wegovy oral film is now on the market in January. The drug company's AI competition was three years late, but the subsidy was the same. (Source: CNBC / Bloomberg)

The three-line reconstruction of the Trump tariff system is today the deadline for 76 survey comments. With the launch of the Security 301 survey in March, covering 76 economies, 100 per cent of the customs duties on medicines in section 232 have been signed into force in July, and 24 states have sued Section 122 in CIT since the Supreme Court rejected IEEPA in February. Customs powers are being moved from the Presidential Emergency to the new structure of the Congressional Mandate + Administrative Investigation. (Source: USTR / White House / Tax Foundation)

PwC reports that 74% of the AI economic gain was taken by 20% of the organization. The leaders focused on growth and most enterprises were still stuck in the pilot phase. The split between AI is not "use and use," it's "use and use to make money or to save money," and the difference between the two strategies is growing exponentially. (Source: PwC)

Republican campaign advisors 64% use AI every day, Democrat 49%. The Democratic National Committee prohibits employees from using ChatGPT and Claude and allows only Gemini for code and data analysis. AI's party gap in use is affecting campaign efficiency. (Source: Axios)

FBI Statistics 2025 encryption-related fraud losses $11.4 billion, or 22 per cent over the same period. The elderly were the hardest hit in 18.15 million complaints. The scale of the crime chain is growing, and the industry is working hard on the compliance framework during the same period. The speed of increase of both lines does not match. (Source: The Block / FBI)

An audit subsidy of US$ 1 million was introduced by the ISF. Reducing the security costs of developers and making audits default instead of luxury goods with subsidies. Against the backdrop of hundreds of millions of dollars stolen from Anodot and Drift, defence-end investments finally began to catch up with the attack. (Source: CoinDesk)

KKR TRANSFERRED $820 MILLION TO SAMSUNG SDS, A PRIVATE INVESTMENT IN AI INFRASTRUCTURE. KKR ANNOUNCED ITS SUBSCRIPTION TO SAMSUNG SDS CONVERTIBLE BONDS, AND ITS COOPERATION FOCUSED ON M & AS AND GLOBAL AI EXPANSION. SAMSUNG SDS LOCATES THE FULL WAREHOUSE AI SOLUTION PROVIDER, AND THE LOGIC IS TO CAPTURE THE SPILLING OF THE ENTERPRISE AI BUDGET FROM SILICON VALLEY TO ASIAN MANUFACTURING AND CLOUD INFRASTRUCTURE. (SOURCE: 36 KRYPTON/ INTERFACE)