Bitget UEX, a daily newspaper, Mei, negotiates a resurgence of the oil price gap; Google talks with Maville to develop a new chip (2004/2000)

I. Hot spots

Federal Reserve Developments

Walsh will face a critical Senate test

Without a new escalation in Iran, the main focus within the United States will turn to the Senate confirmation hearing at Kevin Walsh. This was delayed by "document delay"BankThe Commission ' s hearings are finally scheduled for Tuesday, 21 April。

However, greater obstacles than the documentation problem could prevent Trump from nominating Walsh as the next Fed Chairman. Walsh needs the support of all Republican members of the Commission to pass, but Republican Senator Thom Tillis continues to threaten to block Walsh’s appointment unless the Department of Justice terminates its investigation into the current Federal Reserve Chairman Powell and the White House abandons its legal action to dismiss Powell。

Given that Trump is unlikely to accept these conditions, the nomination process could be deadlocked and only one month before Powell ' s term ends, which would create new uncertainty in the market. (Financial community)

Major international commodities

The differences between the US and Iran have intensified, and oil prices have jumped again over the weekend

• During the weekend, Trump repeatedly stated that the United States had proposed a “fair and reasonable” agreement, announcing that the delegation would arrive in Islamabad late in the evening of 20 days to launch a second round of face-to-face negotiations, warning that the absence of an agreement 22 days ago would destroy Iran's power plant, bridges and maintain the port blockade; and that the Iranian media alone had clarified that “the news of the second round of negotiations was false” and had refused to repeat it as long as the maritime blockade existed。
• The situation is full of uncertainty when the ceasefire agreement of 22 April expires。
• The analysis concluded that last Friday ' s optimism for peace was tempered by weekend differences, that traders were preparing for Monday ' s opening fluctuations and that short-term oil prices or a return to a rebound due to geo-situ uncertainty。

Macroeconomic policy

United States Customs launched a large-scale customs refund on April 20th

• The United States Customs and Border Protection has completed the first phase of the development of the new functionality of the customs declaration system and, as of 20 years, has officially started the customs refund process, following a phased refund of customs duties imposed under the International Emergency Economic Powers Act。
• In the context of the February ruling of the United States Supreme Court and the March judgement of the International Trade Court, it was found that the Act did not authorize the President to levy large tariffs。
• This brings substantial benefits to importers and promises to ease previous tariff pressures and boost confidence in the relevant trading boards。

Market revisiting

large commodities & foreign exchange performance

• Cash gold: Down by 1.01% to $4781 per ounce。
• Cash and silverDeclining 1.69 per cent and reporting approximately $79.45 per ounce。
• WTI CRUDE OIL: jumped from $6.87 to $88.23, and renewed oil prices were driven by renewed differences over the weekend。
• Brent crude oil: THE MOVEMENT FOLLOWS THE WTI HEIGHT AND JUMPED TO $95.75。
• United States dollar index: A small increase of 0.21 per cent in the vicinity of 98.33, with a risk preference for a return to warming and a combination of geometric factors。

Encryption Currency Performance

• BTC24H FELL BY 1.75 PER CENT, REPORTING APPROXIMATELY $74335。
• ETH24H DOWN $2.83 TO $22823。
• Total market value of encrypted currency24H DROPPED BY 2.3 PER CENT, REPORTING $2.58 TRILLION。
• Market warehouse situation: 24H TOTAL BLAST WAREHOUSE OF APPROXIMATELY $415 MILLION AND MULTIPLE SINGLE BLAST WAREHOUSE OF APPROXIMATELY $337 MILLION。
• Bitget BTC/USDT liquidation map: 75k-77k above still gathers a large amount of empty billing and can easily trigger successive crowding up if prices break through the current grid. most of the bottom lines are essentially clear and not clearly retrieved, short-line drops are not clearing-driven and the overall structure is upwards。

• NET INCOMING/OUTWARD SPOT ETF: AS OF FRIDAY, THE BTC CASH ETF NET INFLOWS WERE ABOUT $664 MILLION; ETH SPOT ETF NET INFLOWS WERE ABOUT $127 MILLION。
• BTC SPOT INFLOW/EXIT: BTC RECEIVED $1,593 MILLION YESTERDAY, OUTFLOWS $1,698 MILLION AND NET OUTFLOWS $104 MILLION。

United States equity index performance

As of Friday:

• FingerThe increase of 1.79 per cent was reported as 49447.43 points, with a strong and steady trend, and small capitalization shares of Russell 2000 were synchronized to record highs。
• Pistol 500• 1.2 per cent increase of 7126.06 points to renew the record。
• Nut fingerA 1.52 per cent increase of 24,468.48 points, a record 13 consecutive increases (the longest since 1992), driven mainly by technological enhancements。

Technology giant dynamics

As of Friday:

• APPLE (AAPL)INCREASE OF 2.59 PER CENT AND CLOSING PRICE OF APPROXIMATELY US$ 270.23, WITH AI AND CONSUMPTION RECOVERY EXPECTED TO BOOST。
• AMAZON (AMZN): Increase of 0.34 per cent, closing price of approximately $250.56 and steady growth in cloud computing operations。
• Alphabet (GOOGL)A 1.68 per cent increase with a closing price of approximately $341.68 and good news on the diversity of the chip supply chain。
• Meta (META)• 1.73 PER CENT INCREASE, APPROXIMATELY $688.55 IN CLOSING PRICES, AND THE COMBINATION OF ADVERTISING AND AI OPERATIONS。
• MICROSOFT (MSFT)(b) A 0.6 per cent increase with a closing price of approximately $422.80 and a robust demand for cloud services。
• YVDA (NVDA)INCREASE OF 1.68 PER CENT AND CLOSING PRICE OF APPROXIMATELY $201.68 AND CONTINUED HIGH LEVEL OF AI COMPUTING NEEDS。
• TESLA (TSLA)The increase of 3.01 per cent and the closing price of approximately $400.41 raised concerns over developments such as Robotaxi。Summary of core causesMag 7 cumulatively rebounded more than 20 per cent since the low point in March, recovering about $4 trillion in market value, valuing restoration and the expected recovery from commercialization of AI, and promoting “additional improvements” in the Technology Unit。

Plank Instant Observation

SEMICONDUCTOR/AI CHIP PLATEOver 2%

• REPRESENTING UNITS: IN WEIDA (NVDA) + 1.68 PER CENT; AVGO (AVGO) + 2.03 PER CENT; AND TSM (TSM) + 1.97 PER CENT。
• DRIVERS: GOOGLE NEGOTIATED WITH MAVILLE TECHNOLOGY FOR THE DEVELOPMENT OF TWO NEW AI CHIPS (CUSTOMED TPU AND REASONED CHIP) AND ACCELERATED SUPPLY CHAIN DIVERSIFICATION TO REDUCE RELIANCE ON SINGLE SUPPLIERS。

FIBRE/PCB PLATEThere's a strong rise

• On behalf of a single unit: the technology of Seung-Hong (opened today)。
• Drivers: Domestic fibre-optic prices increased significantly by 650 per cent compared to the same period last year, headline business orders were scheduled for the first quarter of next year, supply end pre-engineered rod bottlenecks led to a high atmosphere or continued until the end of 2027。

III. Depth interpretation

Alphabet (GOOGL) - two new cores negotiated with Melville Technologies Snippets

Summary of eventsGoogle is engaged in intensive negotiations with Marvell Technologies, and plans are under way to develop two customized AI chips, including memory processing units (used in conjunction with Google ' s existing TPU) and new TPUs, with the goal of completing the design and entering the trial production phase as soon as next year. Google has been instrumental in promoting TPU as an alternative to GPU, a partnership aimed at further reducing reliance on Weeda and Moto and accelerating the diversification of the AI infrastructure supply chain, in the context of Google Cloud Revenues, where TPU sales have become a core growth engine。Market interpretationIT IS GENERALLY ACCEPTED THAT THIS WILL NOT ONLY SIGNIFICANTLY OPTIMIZE THE COST STRUCTURE OF GOOGLE CLOUDS, BUT WILL ALSO STRENGTHEN THEIR LONG-TERM COMPETITIVE ADVANTAGE IN THE AI COMPUTING FIELD; IN THE SHORT TERM, THE SUPPLY CHAIN DIVERSITY SIGNAL BOOSTS CONFIDENCE IN THE ENTIRE AI HARDWARE BLOCK, AND MANY INVESTMENT BANKS HAVE ADJUSTED GOOGLE TARGET PRICES UPWARDS, EMPHASIZING THAT THIS COOPERATION MARKS A CRITICAL STEP IN THE TRANSITION OF THE TECHNOLOGY GIANT FROM “DEPENDING ON A SINGLE SUPPLIER” TO “AUTONOMABLE ECOLOGY”。Investment revelation: IN THE LONG-TERM FAVOURABLE CONTEXT OF AI ' S COMPUTING NEEDS, SUPPLY CHAIN DIVERSIFICATION IS BECOMING THE CORE COMPETITIVENESS OF THE TECHNOLOGY GIANT, WITH INVESTORS FOCUSING ON UPSTREAM AND DOWNSTREAM OPPORTUNITIES IN THE RELEVANT INDUSTRIAL CHAIN AND TAKING ADVANTAGE OF THE STRUCTURAL DIVIDENDS OF AUTONOMOUS INNOVATIONS SUCH AS GOOGLE。

2. Anthropic - Launch of Claude Design AI

Summary of eventsOn Friday, Anthropic officially released the experimental design tool Claude Design, driven by the latest flagship model Claude Opus 4.7, designed for users with no design background, who need only natural language tips to produce visual works, prototypes of products and presentations. The tool aims to quickly visualize abstract ideas, marking further penetration of AI from text/code generation to multi-modular design。Market interpretationThe agency sees AI tools as significantly lowering the creation threshold, which will accelerate the penetration of AI in design, product development and office scenes; several investment banks point out that such tools not only expand the boundaries of AI applications, but may also reshape the ecology of the downstream creative industry and provide short-term benefits to the Anthropic valuation and ecological partners。Investment revelation: AI APPLICATIONS CONTINUE TO EXPAND AND DOWNSTREAM TOOL PRODUCTS ARE DRIVING ECOLOGICAL EXPANSION, SUGGESTING THAT ATTENTION BE PAID TO THE OPPORTUNITIES FOR INDUSTRIAL PENETRATION RESULTING FROM THE LANDING OF AIM TOOLS。

MicroStrategy (MSTR) - The sharp rise in the value of the Bitcoin holding warehouse contributed to the sharp rise in stock prices

Summary of events: MicroStrategy, as the world's largest business holder of bitcoin, experienced a dramatic increase of about 12 per cent in stock prices on Friday, and today continues to be strong with the 2.6 per cent increase in the BTC and the corporate bitcoin reserve strategy continues to be the focus of the market. By early April, companies had increased their holdings of bitcoin, including through the sale of shares, to a total of approximately 780,000 warehouses at an average cost of approximately $756 million per item, and the latest bitcoin proceeds had further increased the value of their assets。Market interpretation: THE INSTITUTION GENERALLY VIEWS MSTR AS A BITCOIN LEVERAGE INVESTMENT TOOL, AND ANALYSTS HAVE RECENTLY MADE INTENSIVE PRICE ADJUSTMENTS TO RECOGNIZE ITS UNIQUE POSITIONING IN ENCRYPTED CATTLE MARKETS; WITH THE CONTINUED INFLOW OF BITCOIN ETF FUNDS AND THE PROLIFERATION OF ENTERPRISE RESERVE STRATEGIES, THE MSTR “BITCOIN STANDARD” FRAMEWORK IS GAINING RECOGNITION AND THE VALUATION HUB IS EXPECTED TO MOVE UP WITH THE BTC PRICE AND HOLD-UP SCALE。Investment revelation: THE BITCOIN CONCEPT UNIT IS HIGHLY INTERCONNECTED WITH MAINSTREAM ENCRYPTED ASSETS, AND MTR IS EXPECTED TO CONTINUE TO PROVIDE AN OPPORTUNITY FOR EXCESS RETURNS AS THE BTC MAINTAINS ITS HIGH-LEVEL SHOCK, WHICH INVESTORS CAN USE AS A MAGNIFIER FOR ENCRYPTED MARKET RISK EXPOSURES。

Sandisk (SNDK) - Successful participation in NASDAQ 100 index

Summary of eventsSandisk (SNDK.US) formally incorporated the NASDAQ 100 index before opening on 20 April, replacing Atlassian as a component unit, which would directly attract large inflows of passive index funds and ETF funds and drive strong equity performance。Market interpretation: INDEX COMPONENT UNIT ADJUSTMENTS USUALLY HAVE SIGNIFICANT FINANCIAL EFFECTS, WHICH THE AGENCY BELIEVES WILL SIGNIFICANTLY INCREASE EQUITY LIQUIDITY AND VALUATION HUBS; COMBINED WITH THE STRONG AI-DRIVEN STORAGE DEMAND, INVESTMENTS SUCH AS CITICORP, JEFFREY AND OTHERS HAVE INCREASED THE TARGET PRICE TO US$ 980 TO US$ 1,000, EMPHASIZING THE LONG-TERM PULL OF THE AI SERVER ON HIGH BANDWIDTH STORAGE。Investment revelation: NASDAQ ' S 100 COMPONENT STOCK POSITION PROVIDES A SHORT-TERM CATALYST AND RECOMMENDS THAT ATTENTION BE PAID TO THE CONTINUED SUPPORT OF STOCK PRICES BY SUBSEQUENT PASSIVE INFLOWS, ESPECIALLY IN THE AI CREDIT EXPANSION CYCLE。

IV. Developments in encryption money projects

1. A chain analyst analysed that the impact of the rsETH incident on Aave may be more severe than expected. Since yesterday ' s accident in the early hours of the morning, there has been a continuous outflow of funds from Aave, with total deposits falling from $45.8 billion to $35.7 billion and outflows of $10.1 billion, of which $4.5 billion is in stable currency. This also allowed the 13.4 per cent interest rate on deposit on Aave to be maintained for the whole day. According to earlier reports, the rsETH bridge was attacked under the flag of Kelp DAO。

2According to Cointelegraph, the price of bitcoin fell to about $75,000 as a result of renewed tension in the Middle East. The market is concerned about the escalation of the conflict between the United States and Iran and the closure of the Straits of Hormuz, bringing the risk of oil price rises back to focus and macro-uncertainities rising significantly. The data show that Bitcoin had previously reached a high point of $784 million for almost 10 weeks, but was then set back. Market analysis suggests that geopolitical events and oil price volatility are leading to changes in short-term risk preferences。

Over the past 24 hours, the encrypted market has been liquidated on a scale of approximately $260 million, with significant pressure on multiple positions. At the same time, bitcoin continued to be blocked near the 21-week average at a critical technical location, with short-term movements under pressure to reverse. Marketers have pointed out that, in a highly emotional environment, any breaking news can quickly reverse market direction, with short-term fluctuations or further increases。

The latest survey on the release of Nomura securities, which covered more than 500 investment professionals in Japan, showed that institutional investors ' interest in encrypted assets continued to rise, with 65 per cent of respondents viewing it as a portfolio diversification tool。

4 ZRO, H, XPL AND OTHERS WILL BE UNLOCKED THIS WEEK, WITH ZRO UNLOCKING THE VALUE OF APPROXIMATELY US$ 4.4 MILLION。

V. Today ' s market calendar

Data release schedules

The big news

• Second round of negotiations between the United States and Iraq: Mission arrived in Islamabad on the night of 20 April, focusing on uranium enrichment disposal and strait control, with a critical window period until 22 days ago。

Institutional perspective:

According to several investment bank analysts, the disagreement over the US-Iraq talks over the weekend put a rebound pressure on markets built on “peaceful hope” last Friday, and short-term uncertainty about oil prices would support commodity prices, but the science and technology unit's “additional” logic remains solid – Mag 7 has recovered $4 trillion in market value, AI’s commercialization is expected to increase at a rate of 19 per cent, and institutions continue to watch the technology block. Under pressure from the United States dollar index, gold, silver and silver remain high, and there is a backlash in encrypted asset short-lines, which is somewhat different from risk assets, but the BTC/ETH ETF inflow remains strong. On the whole, geo-risk and AI themes will be the main market line this week, suggesting that investors focus on the impact of the progress of negotiations on volatility, while at the same time placing the technology of diversified supply chains on AI-related targets。

DISCLAIMER: THE ABOVE IS COLLATED BY AI, MANUALLY ISSUED ONLY FOR VALIDATION AND IS NOT RECOMMENDED FOR INVESTMENT。