The US-Iran negotiations fell into "Rashomon", and insider trading of 950 million crude oil was discovered on the eve of the ceasefire! BTC fell back by 71,000, Morgan Stanley spot ETF was listed to attract gold, and the US Treasury Department required stablecoins to have a "freezing function"

Original author：今日币圈快讯

Original source：https://www.youtube.com/embed/dAeVWx87pvc

Welcome to today’s currency news. Today is April 9, 2026. After the United States and Iran reached a two-week temporary ceasefire agreement, the dawn of peace did not come as expected, and was replaced by a more complicated "Rashomon"-style game. Affected by this and the inflation data, the market is under the cloud of raising interest rates again, and Bitcoin has fallen back below $71,000. However, traditional finance’s absorption of crypto assets has not stopped. The Morgan Stanley Bitcoin ETF won its first battle, and the U.S. Department of the Treasury is stepping up efforts to establish a compliance framework for stablecoins. The following is a summary of today's core content and podcast title recommendations for you: 1. Macro-Thunder: The US-Iran peace talks fell into "Rashomon", and a "rat warehouse" of 950 million crude oil was discovered on the eve of the ceasefire. The peace talks had twists and turns and intensified differences: Although the US-Iran delegation is expected to arrive in Islamabad, Pakistan today to start negotiations, the core differences have already broken out. Iran insists the ceasefire must include Lebanon and has threatened to withdraw from the ceasefire at any time and retaliate after Israel killed the nephew of Lebanon's new leader of Hezbollah. Trump and the United States have made it clear that Lebanon is not included in the ceasefire. The Iranian Speaker even bluntly stated that the United States had violated three key terms before the negotiations. "Bitcoin tolls" in the Strait of Hormuz: Iran is using the ceasefire period to strengthen control of the strait, allowing only about 12 to 15 ships to pass daily and requiring advance coordination. Even more dramatically, Iran offered to charge transit oil tankers a $1 per barrel “toll” and demanded payment in Bitcoin (BTC) to circumvent sanctions. Analysis points out that if traffic returns to normal, Iran may collect up to 4,000 BTC (approximately US$280 million) within two weeks. Abnormal short orders worth US$950 million were thoroughly investigated: A few hours before Trump announced the ceasefire, 8,600 abnormal short orders worth US$950 million appeared in the crude oil market. As oil prices subsequently plummeted 15%, the funds were extremely profitable. U.S. lawmakers have written to the SEC and CFTC, demanding a rigorous investigation into this "suspicious" insider trading. Inflation stickiness and “TACO trading”: The U.S. core PCE price index recorded an annual rate of 3% in February, in line with expectations but still sticky. The minutes of the Federal Reserve's March meeting showed that most officials were worried that the slowdown in inflation was slower than expected, and the market was shifting to pricing of "higher interest rates for a longer period of time," and expectations for interest rate cuts have cooled significantly. At the same time, Wall Street became popular with the "TACO trade (Trump will eventually back down)", taking the escalation of geopolitical conflicts as a signal to buy on dips. 2. Crypto market and institutions: BTC fell back below 71,000, Morgan Stanley ETF debuted to attract gold, market correction and ETF outflow: With the re-evaluation of macro sentiment, Bitcoin fell below US$71,000 today, and the 24-hour gain narrowed to 4.3%. Ethereum also fell below $2,200. Yesterday, the U.S. Bitcoin spot ETF recorded a net outflow of US$93.9 million as a whole, and the Ethereum ETF recorded a net outflow of US$18.6 million. Morgan Stanley ETF's first-day success: Traditional Wall Street giant Morgan Stanley's Bitcoin spot ETF (MSBT) performed well on its first day of launch. With the lowest fee rate in the market at 0.14%, capital inflows reached approximately US$34 million on the first day, and more than 1.6 million shares were traded. Enterprises continue to increase investment: Bitmine Immersion (BMNR) successfully upgraded to the New York Stock Exchange main board listing and significantly expanded its stock repurchase plan to US$4 billion. STRC, the preferred stock issued by Strategy, raised enough funds today to purchase more than 2,500 BTC, which is equivalent to 5 times the daily output of miners on the entire network. Michael Saylor wrote that Bitcoin may have bottomed out at $60,000, and that in the future, companies will allocate funds to BTC, which will bring continued demand. 3. Giant whale game and the storm on the chain: FARTCOIN flash crashed, miners created a 300-year miracle. FARTCOIN suffered a "suicidal" liquidation: Meme currency FARTCOIN suffered a malicious crash after a short-term increase of more than 27%, and a flash crash of more than 26% in 5 minutes. The trading team (suspected to be the same people who previously manipulated XPL) took advantage of low liquidity to trigger a "suicidal" liquidation on Hyperliquid, resulting in a loss of approximately US$1.5 million in the HLP liquidity pool, and a total of over US$38.88 million in liquidations for chasing whales across the entire network. The effect of CZ’s new book cooled down: After the release of Binance founder CZ’s new book, the meme coin “Freedom of Money” on the BSC chain suffered profit-making selling, falling nearly 40% within the day, giving up most of its previous gains. Independent miner wins the jackpot: An independent miner with extremely low computing power successfully mined the 944,306th Bitcoin block with a probability of about "one in 100,000 (occurs once every 300 years)" and won a huge reward of 3.128 BTC (approximately US$222,000). 4. Industry Compliance, Ecology and Infrastructure The U.S. Department of the Treasury regulates stablecoins: The U.S. Department of the Treasury is about to issue new regulations that require stablecoin issuers to establish strict anti-money laundering control measures and have the ability to "block, freeze and reject illegal transactions". Overall, stablecoin issuers will be treated as traditional financial institutions. At the same time, the White House report stated that stablecoin yield products do not pose a "catastrophic" threat to small banks. Binance enters the prediction market: Binance announced that it will seamlessly integrate third-party prediction market functions in its Web3 wallet, and will first connect to Predict.fun, and the official will provide gas fee-free subsidies. In addition, Binance announced that it would delist 6 tokens including BIFI, FIO, and FUN on April 23, causing related tokens to plummet. The integration of AI and encryption infrastructure accelerates: Tether released the completely open source QVAC SDK, positioned as a universal building block for cross-platform AI, paving the way for a "stable intelligent era". Decentralized lending protocol Morpho launches Agents Beta version, supporting product integration through natural language instructions. Hacker network exposed: On-chain detective ZachXBT revealed an internal payment platform operated by North Korean IT workers. The fraud network has a monthly turnover of approximately US$1 million and involves forged identities and legal documents.