The Bitget UEX market is waiting for the Fed FOMC interest rate resolution; the Four Capitals are on the run and the AI deal is on the test

Federal Reserve Developments

The Federal Reserve has maintained interest rates this week, and Powell's tenure or brief renewal

• FOMC RELEASED ITS RESOLUTION TODAY, 28-29 APRIL, AND THE MARKET GENERALLY EXPECTED THAT THE INTEREST RATE ON FEDERAL FUNDS WOULD REMAIN AT ITS CURRENT LEVEL, WITH THE FOCUS ON WHETHER THE STATEMENT IMPLIED THAT THE INTEREST-RATE PATH WAS LARGELY STALLED。
• Republican Senator Tillis indicated that Powell might remain on the Federal Reserve Board for a short period of time after his tenure on 15 May, pending the review of the construction project and the outcome of the related appeals。
• This statement echoes the call for a “last dance” that guarantees policy continuity in the short term, but if hawks are declared to be biased, the market's pricing of subsequent easing will be further delayed。

Market impact: Uncertainty in interest rate path or continued suppression of risk asset valuation, short-term pressure on precious metals and encrypted currency, but a declaration that a dove signal is released is expected to boost risk avoidance demand。

Major international commodities

The United Arab Emirates announced its withdrawal from OPEC on 1 May, with limited short-term oil price volatility

• The United Arab Emirates has officially withdrawn from OPEC, Wall Street's mainstream investment judgement has made it difficult for the short-term Brent crude oil to fluctuate significantly, and the current energy export bottlenecks remain largely due to the Strait of Hormuz。
• In the medium term, if a peace agreement is reached between the United States and the Islamic Republic of Iran and shipping in the straits resumes, the United Arab Emirates will be free to expand its production without quota restrictions, global supply pressures will increase and the risk of downward oil prices will rise。
• Trump had previously described Iran's “crash”, while the United States had further exacerbated geographical tensions by prohibiting its entities from paying tolls to Iran in the Strait。

Market impact: While oil prices are supported by geo-risks in the short term, medium-term supply easing expectations or weakening OPEC+ price bottom capacity, energy inflationary pressures remain an important variable in the Federal Reserve ' s decision-making。

Macroeconomic policy

Trump's support rate has dropped to a new low, with living costs largely responsible for the situation in Iran

• According to the latest Reuters/Impso poll, the Trump support rate fell to 34 per cent, down from mid-April, mainly because of rising cost of living and higher energy prices in Iran。
• Public acceptance of economic performance is low, with only 22 per cent acknowledging its cost of living。

Market impact: opinion polls are down or increasing policy uncertainty, energy price transmission is superimposed, short-term inflation is expected to heat up, and air-risk asset pricing。

Market revisiting

large commodities & foreign exchange performance

• Cash gold: 0.18 per cent increase, $4,600 per ounce, two consecutive days back。
• Cash and silverIncrease of approximately 0.3 per cent, $ 73 per ounce。
• WTI CRUDE OILDropped by approximately 0.73 per cent and reported approximately $99 per barrel。
• Brent crude oilDropped by approximately 0.57 per cent and reported $103 per barrel。
• United States dollar index98.58, drop。

Encryption Currency Performance

• BTC: 24H FELL BY ABOUT 1.3 PER CENT, WITH AN ESTIMATED US$ 76,300 REPORTED AND A SMALL FALL AFTER SUCCESSIVE SHOCKS, PENDING THE CATALYZING OF FOMC RESOLUTIONS。
• ETH24H FELL BY APPROXIMATELY 0.77 PER CENT AND IS NOW REPORTED AT APPROXIMATELY $2280。
• Total market value of encrypted currency24H FELL BY ABOUT 1 PER CENT AND ITS TOTAL MARKET VALUE WAS ABOUT $2.64 TRILLION。
• Market warehouse situation: 24H TOTAL BLAST WAREHOUSE OF ABOUT $189 MILLION AND MULTIPLE SINGLE DETONATION OF ABOUT $127 MILLION。
• Bitget BTC/USDT liquidation map: the current price is about 76,300, with empty clearings above the 77k-78k zone dense, and the short line is more inclined to “squeeze” up the test resistance. however, there is still a build-up of multiple levers around 75k below, which, if broken, could trigger a chain of multiple liquidations and turn to quick downshow。

• NET INCOMING/OUTWARD SPOT ETF: BTC CASH ETF NET INFLOWS OF $22.5 MILLION YESTERDAY; ETH SPOT ETF NET OUTFLOWS OF APPROXIMATELY $8.6 MILLION YESTERDAY。
• BTC SPOT INFLOW/EXITInflows were $1,726 million, outflows were $1,786 million and net outflows were $60 million。

United States equity index performance

• Finger• Decline of 0.05 per cent and reporting of approximately 49142 points, with a relatively steady trend。
• Pistol 500• A decrease of 0.49 per cent and an estimated 7138.8 points, the key characteristic of which is the weight of technology。
• Nut finger• A 0.9 PER CENT DECLINE WAS REPORTED AT APPROXIMATELY 24663.8 POINTS, AND THE PLATE DRIVER WAS AI-RELATED STOCK UNDER PRESSURE。

Technology giant dynamics

• APPLE (AAPL)270.71 (+1.15%)
• MICROSOFT (MSFT)$425.10 (+1.04%)
• YVDA (NVDA)$213.50 (-1.59%)
• AMAZON (AMZN)261.20 (-0.52%)
• Alphabet (GOOG)$348.80 (-0.29%)
• Meta (META)$675.50 (-1.07 per cent)
• TESLA (TSLA)$378.20 (-0.67%)

The focus of the market turned to the Q1 financial paper after today's show (Microsoft, Amazon, Alphabet, Meta) with a cooling of AI's trading mood; WSJ reports on OpenAI's revenue and the unachieved growth of its users further slowed down the chip stock, leading to the fall of Ingweida. Apples competed with strong defensive shares such as Microsoft, and investors made defensive arrangements in advance of the financial statements。

Plank Instant Observation

Storage Concept UnitSignificant drop (total down)

• Representation of units: Flash down by 6.34 per cent and Light Science by 3.86 per cent
• Drivers: Accompanying concerns about industry demand, post-Hitter technology performance rebounded (over 16 per cent)。

Semiconductor plateSplit

• ON BEHALF OF THE UNIT: N-SHIP (NXPI)
• DRIVER: Q1 BATTALION RECEIVED 12 PER CENT MORE THAN EXPECTED OVER THE SAME YEAR AND ADJUSTED THE Q2 GUIDELINES TO SHOW AN ACCELERATED RECOVERY IN DEMAND。

III. In-depth interpretation of United States shares

1. HITERTECH (STX) - SIGNIFICANT OVER-EXPECTED PERFORMANCE IN THE THIRD FINANCIAL SEASON

Summary of eventsTHE THIRD QUARTER OF THE FINANCIAL SEASON OF THE HITERTECH RELEASE RECEIVED $3.11 BILLION, MORE THAN THE ANALYST EXPECTED $2.95 BILLION; THE ADJUSTED EPS WAS $4.10 AND WELL ABOVE THE PROJECTED $3.50, WITH A ADJUSTED OPERATING PROFIT MARGIN OF 37.5 PER CENT (EXPECTED 34.8 PER CENT). AFTER ALL, THE PRICE OF THE STOCK ROSE BY OVER 16 PER CENT。Market interpretation: THE AGENCY BELIEVES THAT THIS PERFORMANCE VALIDATION STORAGE DEMAND IS WARMING, ESPECIALLY WITH STRONG AI-DRIVEN HIGH-VOLUME HARD DRIVE DEMAND AND INCREASED MARKET CONFIDENCE IN THE FUTURE PROFITABILITY OF THE COMPANY。Investment revelationShort-term performance catalytic boost valuation, but with attention to the sustainability of downstream demand in the macro environment。

2. NJIPUR (NXPI) - ONE-QUARTER BATTALION OVER-ANTICIPATED AND REVISED UP TO TWO-QUARTER GUIDELINES

Summary of events: NJIPURA RECEIVED $3,181 MILLION FOR THE FIRST QUARTER, AN INCREASE OF 12 PER CENT OVER THE PREVIOUS YEAR, EXCEEDING EXPECTATIONS; NON-GAAP EPAS $3.05 INCREASED BY 16 PER CENT OVER THE SAME PERIOD, AFFECTED BY ONE-TIME GAINS FROM THE SALE OF MEMS SENSORS, AND GAAPEPS AMOUNTED TO $4.43. AT THE SAME TIME, THE COMPANY GAVE SUPER-EXPECTED SECOND-QUARTER GUIDELINES. POST-STOCK PRICES HAVE INCREASED SIGNIFICANTLY BY OVER 15 PER CENT。Market interpretation: ANALYSTS NOTE THAT THE OVERALL UPTURN IN THE END MARKETS INDICATES AN ACCELERATION IN THE RECOVERY OF SEMICONDUCTOR DEMAND AND FURTHER STRENGTHENS THE FINANCIAL PERFORMANCE OF MEMS SALES。Investment revelation: Demand recovery signals are clear and fit to focus on the bottom reverse opportunities of the semiconductor cycle。

Robinhod (HOOD) - 15 per cent increase in revenue in the first quarter of 2026

Summary of eventsRobinhood collected $1,067 million for the first quarter, an increase of 15 per cent over the same period, but the post-mortem equity price fell by about 9 per cent。Market interpretation: The increase in revenue is mainly due to the expansion of trading platforms, but the market is more concerned with changes in the share of income from encrypted transactions and regulatory environmental impacts。Investment revelation: The increase in the level of activity of the platform's users is a long-term benefit and requires a valuation adjustment after a digest of performance in the short term。

IV. Developments in encryption money projects

1CoinbaseInstitutional withGlassnodeThe report states that the market is still affected in the short term by the macro- and Middle East situations and in an uncertain direction, but is cautiously optimistic and is expected to pick up at the bottom of the quarterBitcoinThe mood has shifted from fear to optimism, and over 70% think it's underestimated, andEtheleumShort-term leverage has declined and long-term holdings have increased, indicating the availability of speculative funds and structural improvements。

2. According to Bloomberg ETF analyst James Seyffart on platform X, the projected market ETF is expected to be launched next week. The documents submitted by Rundhill indicate an effective date of 5 May. The first forecast market ETFs will be placed around the Democratic or Republican parties winning control of the House or Senate. Seyffart expects other issuers, such as Bitwise and Granite Shares, to submit similar documents in the near future and possibly on or near the same day。

3. According to CryptoQuant Analyst Darkfost, a seven-day average of $829 million per week was realized in Bitcoin and $566 million was realized. Net realized gains were briefly reversed on 9 April, but again in two weeks. Darkfost also noted that chain data showed a profit supply ratio of 64 per cent, a level that fell short of the historical standards that had underpinned sustained increases。

The United States Commodity Futures Trading Commission (CFTC) sued the Governor of Wisconsin, Tony Evers, Attorney General Joshua Kaul, and the Head of the Lottery Department, John Dillett, the fifth state to be prosecuted by CFTC in one month, following proceedings against Illinois, Arizona, Connecticut and New York。

According to Onchain Lens, Bitmine pledged 107,992 ETHs, valued at $248 million, hours ago. At present, their cumulative pledges amount to 3,923,389 ETH, valued at $8.98 billion。

V. Today ' s market calendar

Data release schedules

The big news

Institutional perspective:

It is widely felt by leading investment bank analysts that this week ' s FOMC resolution will become a short-term market target. According to Morgan Chase and the Swiss Bank, although oil prices had risen significantly due to geo-stress, the Fed probably maintained interest rates, stating that an emphasis on “data dependence” and not excessive hawks would ease market concerns about stagnating and allow risky assets to rebound. With regard to the encryption market, data from Glassnode and Coin Shares show that the cumulative inflow of institutions through ETF to Bitcoin and Ethera over the past four weeks has exceeded $4 billion, indicating that long-term funds have not been displaced by short-term fluctuations. Wall Street strategists stressed that if Powell releases any dove signals, the BTC is expected to return to over $78,000; on the contrary, the inflationary pressure on oil prices has caused encryption to synchronize with US stock. Overall, the current environment is testing the AI transaction logic and geo-risk pricing capabilities, and investors are advised to focus on the Fed ' s post-volatility window, which is a low-set asset of high quality。

DISCLAIMER: THE ABOVE IS COLLATED BY AI, MANUALLY ISSUED ONLY FOR VALIDATION AND IS NOT RECOMMENDED FOR INVESTMENT. FOR UNAVOIDABLE DEVIATIONS IN THE TEXT, PLEASE REFER TO MARKET INSTANTANEOUS DATA。